Civic Intelligence

California Construction Insurance Trust Welfare Benefit Plan

990 • Fiscal year 2017 • EIN 33-6296719

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 05, 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

81st percentile

0.27x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.08x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-6.8%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-25%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-35%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$646,630

Down $216,447 (-25%) from 2016

Net Assets

Down

$469,710

Down $147,622 (-24%) from 2016

Liabilities

Down

$176,920

Down $68,825 (-28%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin23rd percentile

Revenue

Down

$2,163,153

Down $1,151,889 (-35%) from 2016

Expenses

Down

$2,310,775

Down $1,188,693 (-34%) from 2016

Net Income

Up

-$147,622

Up $36,804 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$646,630
Liabilities$176,920
Net Assets$469,710
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

2017

Revenue$2,163,153
Expenses$2,310,775
Net Income-$147,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 5, 2018
Return Version
2017v2.2
Gross Receipts
$2,163,153
Mission and Program Overview

Mission

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$617,332$469,710▼ $147,622
Cash and Non-Interest-Bearing Accounts$589,989$388,451▼ $201,538
Savings and Temporary Cash Investments$250,010$250,010→ $0
Prepaid Expenses and Deferred Charges$7,707$6,631▼ $1,076
Accounts Receivable$15,371$1,538▼ $13,833
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$863,077$646,630▼ $216,447
Other Assets Total-$0-
Liabilities
Deferred Revenue$187,369$164,711▼ $22,658
Other Liabilities$49,632--
Accounts Payable and Accrued Expenses$8,744$12,209▲ $3,465
Total Liabilities$245,745$176,920▼ $68,825
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,332$469,710▼ $147,622
Total Liabilities and Net Assets / Fund Balance$863,077$646,630▼ $216,447
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Mary KathawaChairperson
Greg MinorTrustee
Daniel SchaldachSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,163,027
Investment Income
$126
Other Revenue
$0
Change in Net Assets
$-147,622

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,163,153
Total Revenue per Audited Statements
$2,163,153
Total Revenue per Form 990
$2,163,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,362
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$2,028,413--$2,028,413
Fees for Services Management$99,110--$99,110
Fees for Services Legal$29,900--$29,900
Fees for Services Accounting$17,550--$17,550
Insurance$10,716--$10,716
Other Expenses$995--$995
All Other Expenses$757--$757
Total Functional Expenses$2,310,775$0$0$2,310,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,360,407
Total Expenses per Audited Statements$2,360,407
Total Expenses per Form 990$2,310,775
Expenses Not Reported on Financial Statements$-49,632
Other Expense Adjustments$-49,632
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

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 reviewd by the trustees.”

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
California Construction Insurance
EIN
33-6296719
Phone
6192602660
Address
1011 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Mary Kathawa
Title
Chairperson
Signed
2018-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Kathawa
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
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

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 Appendix343 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWD BY THE TRUSTEES.
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/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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY KATHAWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA CONSTRUCTION INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0336296719
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/ReturnTs02018-07-05T10:14:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$646,630
Liabilities
$176,920
Net assets
$469,710
Revenue
$2,163,153
Expenses
$2,310,775
Net income
-$147,622
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