Civic Intelligence

California Construction Insurance Trust Welfare Benefit Plan

990 • Fiscal year 2013 • EIN 33-6296719

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 18, 2014

Organization ProfileN/A
1011 Camino Del Rio South92108

(619) 260-2660

Siviq Scores

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

Liabilities / Assets

85th percentile

0.44x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

79th percentile

0.15x

Higher debt load relative to revenue than 79% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

31st percentile

-2.4%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

11th percentile

-22%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,198,959

Down $328,463 (-22%) from 2012

Net Assets

Down

$665,639

Down $88,227 (-12%) from 2012

Liabilities

Down

$533,320

Down $240,236 (-31%) from 2012

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin31st percentile

Revenue

$3,662,008

No earlier filing loaded for comparison.

Expenses

Up

$3,750,195

Up $14,574 (+0.4%) from 2012

Net Income

-$88,187

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,527,422Liabilities 2012: $773,556Net Assets 2012: $753,8662012Assets 2013: $1,198,959Liabilities 2013: $533,320Net Assets 2013: $665,6392013Assets 2014: $1,176,262Liabilities 2014: $377,530Net Assets 2014: $798,7322014Assets 2015: $1,520,768Liabilities 2015: $768,642Net Assets 2015: $752,1262015Assets 2016: $863,077Liabilities 2016: $245,745Net Assets 2016: $617,3322016Assets 2017: $646,630Liabilities 2017: $176,920Net Assets 2017: $469,7102017Assets 2018: $522,441Liabilities 2018: $116,161Net Assets 2018: $406,2802018Assets 2019: $469,648Liabilities 2019: $74,844Net Assets 2019: $394,8042019Assets 2020: $457,135Liabilities 2020: $76,475Net Assets 2020: $380,6602020Assets 2021: $468,646Liabilities 2021: $74,575Net Assets 2021: $394,0712021Assets 2022: $445,749Liabilities 2022: $66,172Net Assets 2022: $379,5772022Assets 2023: $322,152Liabilities 2023: $57,344Net Assets 2023: $264,8082023Assets 2024: $250,305Liabilities 2024: $70,170Net Assets 2024: $180,1352024

Highlighted filing

2013

Assets$1,198,959
Liabilities$533,320
Net Assets$665,639
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $3,735,6212012Revenue 2013: $3,662,008Expenses 2013: $3,750,195Net Income 2013: -$88,1872013Revenue 2014: $2,581,985Expenses 2014: $2,448,892Net Income 2014: $133,0932014Revenue 2015: $2,940,977Expenses 2015: $2,987,583Net Income 2015: -$46,6062015Revenue 2016: $3,315,042Expenses 2016: $3,499,468Net Income 2016: -$184,4262016Revenue 2017: $2,163,153Expenses 2017: $2,310,775Net Income 2017: -$147,6222017Revenue 2018: $1,940,423Expenses 2018: $2,003,853Net Income 2018: -$63,4302018Revenue 2019: $1,457,884Expenses 2019: $1,469,360Net Income 2019: -$11,4762019Revenue 2020: $888,084Expenses 2020: $902,228Net Income 2020: -$14,1442020Revenue 2021: $889,319Expenses 2021: $875,908Net Income 2021: $13,4112021Revenue 2022: $827,250Expenses 2022: $841,744Net Income 2022: -$14,4942022Revenue 2023: $627,775Expenses 2023: $742,544Net Income 2023: -$114,7692023Revenue 2024: $613,034Expenses 2024: $697,707Net Income 2024: -$84,6732024

Highlighted filing

2013

Revenue$3,662,008
Expenses$3,750,195
Net Income-$88,187
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 18, 2014
Return Version
2013v3.1
Gross Receipts
$3,662,008
Mission and Program Overview

Mission

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,037,337$752,425▼ $284,912
Rtn Earn Endowment Incm Other Fnds$753,826$665,639▼ $88,187
Savings and Temporary Cash Investments$324,116$250,021▼ $74,095
Accounts Receivable$161,397$189,169▲ $27,772
Prepaid Expenses and Deferred Charges$4,572$7,344▲ $2,772
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$1,527,422$1,198,959▼ $328,463
Other Assets Total-$0-
Liabilities
Deferred Revenue$479,640$292,004▼ $187,636
Other Liabilities$240,432$182,564▼ $57,868
Accounts Payable and Accrued Expenses$53,524$58,752▲ $5,228
Total Liabilities$773,596$533,320▼ $240,276
Net Assets / Fund Balance
Total Net Assets Fund Balance$753,826$665,639▼ $88,187
Total Liabilities and Net Assets / Fund Balance$1,527,422$1,198,959▼ $328,463
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Mitch BurchChairman
Daniel SchaldachTrustee
Greg MinorTrustee
Robert ValderramaTrustee
Mary KathawaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Mvi Administrators INCPlan Administrator--
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,661,675
Investment Income
$333
Other Revenue
$0
Change in Net Assets
$-88,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$471,186
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
Benefits to Members$3,279,009--$3,279,009
Fees for Services Other$187,246--$187,246
Fees for Services Legal$81,868--$81,868
Fees for Services Accounting$20,520--$20,520
Insurance$9,932--$9,932
Advertising$2,684--$2,684
Other Expenses$1,375--$1,375
Office Expenses$780--$780
Total Functional Expenses$3,750,195$0$0$3,750,195
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Bank Liability$182,564
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 reviewd 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, 2013.”

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

EIN
33-6296719
Phone
6192602660

Signing Officer

Name
Mitch Burch
Title
Chairman
Signed
2014-07-18
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Julie a Firl
Phone
6192947200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan received a favorable determination letter from the Internal Revenue Service stating that the Plan meets the requirements for qualification under Section 501(c)(9) of the Internal Revenue Code and, as such, is exempt from taxation. The Plan has also received a determination letter from the Franchise Tax Board and is exempt under Section 23701(i).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 2009.”

Raw XML Appendix361 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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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0753826
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0665639
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0324116
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250021
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0182564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HOUR BANK LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan received a favorable determination letter from the Internal Revenue Service stating that the Plan meets the requirements for qualification under Section 501(c)(9) of the Internal Revenue Code and, as such, is exempt from taxation. The Plan has also received a determination letter from the Franchise Tax Board and is exempt under Section 23701(i).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 2009.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt0182564
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWD BY THE GOVERNING BOARD.
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, 2013.
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/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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01527422
IRS990/TotalAssetsEOYAmt01198959
IRS990/TotalAssetsGrp/BOYAmt01527422
IRS990/TotalAssetsGrp/EOYAmt01198959
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03750195
IRS990/TotalFunctionalExpensesGrp/TotalAmt03750195
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0773596
IRS990/TotalLiabilitiesEOYAmt0533320
IRS990/TotalLiabilitiesGrp/BOYAmt0773596
IRS990/TotalLiabilitiesGrp/EOYAmt0533320
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0753826
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0665639
IRS990/TotalProgramServiceExpensesAmt03808063
IRS990/TotalProgramServiceRevenueAmt03661675
IRS990/TotalRevenueGrp/ExclusionAmt0333
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03661675
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03662008
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01527422
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01198959
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mitch Burch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA CONSTRUCTION
ReturnHeader/Filer/BusinessName/BusinessNameLine20INSURANCE TRUST WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0336296719
ReturnHeader/Filer/PhoneNum06192602660
ReturnHeader/Filer/USAddress/AddressLine101011 CAMINO DEL RIO SOUTH
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921083820
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A FIRL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-07-18T16:46:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,959
Liabilities
$533,320
Net assets
$665,639
Revenue
$3,662,008
Expenses
$3,750,195
Net income
-$88,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.07$0.18$0.61$0.70$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.06$0.26$0.63$0.74$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.07$0.38$0.83$0.84$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.07$0.39$0.89$0.88$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.38$0.89$0.90$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.07$0.39$1.46$1.47$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.12$0.41$1.94$2.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.18$0.47$2.16$2.31$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.25$0.62$3.32$3.50$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.77$0.75$2.94$2.99$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.38$0.80$2.58$2.45$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.53$0.67$3.66$3.75$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.77$0.75$3.74