Civic Intelligence

Sebastian Health Trust

990 • Fiscal year 2016 • EIN 36-7660664

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 22, 2017

Organization ProfileN/A
7600 N PalmFresno, CA 93711

(559) 846-4953

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

64th percentile

4.3%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

87th percentile

26%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

-0.3%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$134,889

Up $27,567 (+26%) from 2015

Net Assets

Up

$134,889

Up $29,499 (+28%) from 2015

Liabilities

Down

$0

Down $1,932 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin64th percentile

Revenue

Down

$680,776

Down $2,355 (-0.3%) from 2015

Expenses

Up

$651,277

Up $73,536 (+13%) from 2015

Net Income

Down

$29,499

Down $75,891 (-72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.0M$500K$0Assets 2015: $107,322Liabilities 2015: $1,932Net Assets 2015: $105,3902015Assets 2016: $134,889Liabilities 2016: $0Net Assets 2016: $134,8892016Assets 2017: $216,682Liabilities 2017: $0Net Assets 2017: $216,6822017Assets 2018: $346,310Liabilities 2018: $66,405Net Assets 2018: $279,9052018Assets 2019: $527,230Liabilities 2019: $71,695Net Assets 2019: $455,5352019Assets 2020: $494,992Liabilities 2020: $62,231Net Assets 2020: $432,7612020Assets 2021: $474,824Liabilities 2021: $0Net Assets 2021: $474,8242021Assets 2022: $807,032Liabilities 2022: $428,883Net Assets 2022: $378,1492022Assets 2023: $440,059Liabilities 2023: $0Net Assets 2023: $440,0592023Assets 2024: $414,760Liabilities 2024: $19,865Net Assets 2024: $394,8952024

Highlighted filing

2016

Assets$134,889
Liabilities$0
Net Assets$134,889
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $683,131Expenses 2015: $577,741Net Income 2015: $105,3902015Revenue 2016: $680,776Expenses 2016: $651,277Net Income 2016: $29,4992016Revenue 2017: $829,013Expenses 2017: $747,220Net Income 2017: $81,7932017Revenue 2018: $1,003,824Expenses 2018: $940,601Net Income 2018: $63,2232018Revenue 2019: $1,277,889Expenses 2019: $1,102,259Net Income 2019: $175,6302019Revenue 2020: $1,015,866Expenses 2020: $1,098,412Net Income 2020: -$82,5462020Revenue 2021: $922,552Expenses 2021: $867,882Net Income 2021: $54,6702021Revenue 2022: $970,631Expenses 2022: $1,067,306Net Income 2022: -$96,6752022Revenue 2023: $654,151Expenses 2023: $592,241Net Income 2023: $61,9102023Revenue 2024: $681,357Expenses 2024: $739,129Net Income 2024: -$57,7722024

Highlighted filing

2016

Revenue$680,776
Expenses$651,277
Net Income$29,499
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 22, 2017
Return Version
2016v3.0
Gross Receipts
$680,776
Mission and Program Overview

Mission

To provide insurance coverage for employees working on public works and prevailing wage assignments.

To provide insurance covereage for employees working on public works/prevailing wage assignments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$53,537$80,157▲ $26,620
Cash and Non-Interest-Bearing Accounts$53,785$54,732▲ $947
Total Assets$107,322$134,889▲ $27,567
Liabilities
Accounts Payable and Accrued Expenses$1,932$0▼ $1,932
Total Liabilities$1,932$0▼ $1,932
Net Assets / Fund Balance
Unrestricted Net Assets$105,390$134,889▲ $29,499
Total Net Assets Fund Balance$105,390$134,889▲ $29,499
Total Liabilities and Net Assets / Fund Balance$107,322$134,889▲ $27,567
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Robin StithTrustee
Ron CatoTrustee
William BarcusTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$680,776
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$29,499
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$651,277
Total Functional Expenses$0$0$0$651,277
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section B, Line 11B

“A complete copy of the 990 will be delivered via secure email to each trustee prior to filing with irs.”

Form 990, Part VI, Section B, Line 12C

“The trustees and their agents cannot be members of the trust in their current roles so exposure here is very limited but the annual disclosures are signed off to ensure continued compliance.”

Form 990, Part VI, Section C, Line 19

“Documents would be available upon request of any agent or person authorized to view such documentation.”

Filing and Contact Details

Filer

Filer Name
Sebastian Health Trust
EIN
36-7660664
Phone
5598464953
Address
7600 N PALM, FRESNO, CA 93711

Signing Officer

Name
Robin Stith
Title
Trustee
Phone
5598464953
Signed
2017-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Stith
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Raw XML Appendix243 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/Desc0THE PURPOSE OF THE TRUST IS TO PROVIDE GROUP INSURANCE, INCLUDING LIFE INSURANCE, HOSPITAL, MEDICAL, DENTAL, VISION, LONG TERM CARE AND DISABILITY BENEFITS FOR THE BENEFIT OF EMPLOYEES AND THEIR FAMILIES. THE TRUST RECEIVES FUNDS FROM PREVAILING WAGE FRINGE BENEFITS OR FROM EMPLOYEE DEDUCTIONS FOR ADDITIONAL VOLUNTARY COVERAGE OF DEPENDENTS. THESE FUNDS RECEIVED ARE USED STRICTLY FOR THE COST OF INSURING THE EMPLOYEES' MEDICAL, DENTAL, LIFE, STD, LTD AND LTC BENEFITS AND SOME DE MINIMUS ADMINISTRATIVE FEES FROM THIRD PARTIES. STAFF OF SEBASTIAN ADMINISTER THE TRUST FUND AND RELATED PAYROLL FRINGE BENEFITS AND DEDUCTIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE 990 WILL BE DELIVERED VIA SECURE EMAIL TO EACH TRUSTEE PRIOR TO FILING WITH IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES AND THEIR AGENTS CANNOT BE MEMBERS OF THE TRUST IN THEIR CURRENT ROLES SO EXPOSURE HERE IS VERY LIMITED BUT THE ANNUAL DISCLOSURES ARE SIGNED OFF TO ENSURE CONTINUED COMPLIANCE.
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ReturnHeader/ReturnTs02017-10-11T10:49:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,889
Liabilities
$0
Net assets
$134,889
Revenue
$680,776
Expenses
$651,277
Net income
$29,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.68$0.74$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.65$0.59$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.43$0.38$0.97$1.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.92$0.87$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.06$0.43$1.02$1.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.07$0.46$1.28$1.10$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.07$0.28$1.00$0.94$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.83$0.75$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.68$0.65$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.68$0.58$0.11