Civic Intelligence

Alpha Mechanical Heating & Air Conditioning Inc Health Insurance Plan

990 • Fiscal year 2017 • EIN 33-0927441

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

Organization ProfileN/A
1011 Camino Del Rio SouthSan Diego, CA 92108

(619) 260-2660

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-2847%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-100%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $405,629 (-100%) from 2016

Net Assets

Down

$0

Down $117,006 (-100%) from 2016

Liabilities

Down

$0

Down $288,623 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin7th percentile

Revenue

Down

$2,416

Down $1,120,714 (-100%) from 2016

Expenses

Down

$71,196

Down $900,259 (-93%) from 2016

Net Income

Down

-$68,780

Down $220,455 (-145%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $467,420Liabilities 2010: $291,061Net Assets 2010: $176,3592010Assets 2011: $237,145Liabilities 2011: $140,289Net Assets 2011: $96,8562011Assets 2012: $166,081Liabilities 2012: $111,188Net Assets 2012: $54,8932012Assets 2013: $425,213Liabilities 2013: $413,793Net Assets 2013: $11,4202013Assets 2014: $367,382Liabilities 2014: $316,137Net Assets 2014: $51,2452014Assets 2015: $331,390Liabilities 2015: $281,657Net Assets 2015: $49,7332015Assets 2016: $405,629Liabilities 2016: $288,623Net Assets 2016: $117,0062016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,275,0482010Expenses 2011: $716,6032011Expenses 2012: $545,7812012Revenue 2013: $1,462,588Expenses 2013: $1,506,061Net Income 2013: -$43,4732013Revenue 2014: $1,858,551Expenses 2014: $1,818,726Net Income 2014: $39,8252014Revenue 2015: $1,004,063Expenses 2015: $1,005,575Net Income 2015: -$1,5122015Revenue 2016: $1,123,130Expenses 2016: $971,455Net Income 2016: $151,6752016Revenue 2017: $2,416Expenses 2017: $71,196Net Income 2017: -$68,7802017

Highlighted filing

2017

Revenue$2,416
Expenses$71,196
Net Income-$68,780
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Gross Receipts
$2,416
Mission and Program Overview

Mission

To provide health benefits (medical, dental, chiropractic and vision) for eligible employees of alpha mechanical and their dependents. All covered employees are also eligible to receive life insurance benefits. These insurance products are funded by insurance contracts purchased by the plan.

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$246,045$0▼ $246,045
Accounts Receivable$156,396$0▼ $156,396
Rtn Earn Endowment Incm Other Fnds$117,006--
Prepaid Expenses and Deferred Charges$3,188$0▼ $3,188
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$405,629$0▼ $405,629
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$288,623--
Total Liabilities$288,623$0▼ $288,623
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,006$0▼ $117,006
Total Liabilities and Net Assets / Fund Balance$405,629$0▼ $405,629
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Boris BarshakTrustee
Renee LarzalereMember
Yevgenia KerberMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,358
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$-68,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,416
Total Revenue per Audited Statements
$2,416
Total Revenue per Form 990
$2,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$29,910--$29,910
Fees for Services Legal$19,410--$19,410
Fees for Services Accounting$12,000--$12,000
Other Expenses$705--$705
Benefits to Members$391--$391
Total Functional Expenses$71,196$0$0$71,196

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$259,621
Total Expenses per Audited Statements$259,621
Total Expenses per Form 990$71,196
Expenses Not Reported on Financial Statements$-188,425
Other Expense Adjustments$-188,425
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Boris BarshakTrusteePlan Sponsor ShareholderNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was reviewed by the governing board.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“In case of a conflict of interest issue, the governing board would review the situation. There have been no known conflicts of interest for the year ended december 31, 2017.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will provide the governing documents, policies and financial statements to any participant who requests this information in writing. This information can be obtained in the form of pdf documents.”

Filing and Contact Details

Filer

Filer Name
Alpha Mechanical Heating & Air
EIN
33-0927441
Phone
6192602660
Address
1011 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Boris Barshak
Title
Trustee
Signed
2018-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Boris Barshak
Formed
2000
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108-3820
Preparer
Julie a Firl
Phone
6192947200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer of Assets From This Plan = -$48226”

Schedule N, Part I

“Dissolution documents”

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examination for years prior to 2014.”

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CASE OF A CONFLICT OF INTEREST ISSUE, THE GOVERNING BOARD WOULD REVIEW THE SITUATION. THERE HAVE BEEN NO KNOWN CONFLICTS OF INTEREST FOR THE YEAR ENDED DECEMBER 31, 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PARTICIPANT WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer of Assets From This Plan = -$48226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dissolution documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Schedule N, Part I
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IRS990/TotalFunctionalExpensesGrp/TotalAmt071196
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IRS990/TotalProgramServiceRevenueAmt02358
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IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BORIS BARSHAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA MECHANICAL HEATING & AIR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONDITIONING INC HEALTH INSURANCE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0330927441
ReturnHeader/Filer/PhoneNum06192602660
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 CAMINO DEL RIO SOUTH
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952076568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921083820
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A FIRL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-19T17:50:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,416
Expenses
$71,196
Net income
-$68,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.29$0.12$1.12$0.97$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.28$0.05$1.00$1.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.32$0.05$1.86$1.82$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.41$0.01$1.46$1.51$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.11$0.05$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.14$0.10$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.29$0.18$1.28