Civic Intelligence

Caiso Welfare Benefit Plans Trust

990 • Fiscal year 2019 • EIN 61-6370626

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

697%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$15,637,035

Up $4,940,120 (+46%) from 2018

Net Assets

Up

$15,637,035

Up $4,940,120 (+46%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin100th percentile

Revenue

Up

$4,981,683

Up $4,356,405 (+697%) from 2018

Expenses

Up

$11,215

Up $4,320 (+63%) from 2018

Net Income

Up

$4,970,468

Up $4,352,085 (+704%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0Assets 2011: $5,231,828Liabilities 2011: $0Net Assets 2011: $5,231,8282011Assets 2012: $6,460,379Liabilities 2012: $0Net Assets 2012: $6,460,3792012Assets 2013: $8,461,662Liabilities 2013: $0Net Assets 2013: $8,461,6622013Assets 2014: $8,908,240Liabilities 2014: $0Net Assets 2014: $8,908,2402014Assets 2015: $9,328,586Liabilities 2015: $0Net Assets 2015: $9,328,5862015Assets 2016: $9,605,321Liabilities 2016: $0Net Assets 2016: $9,605,3212016Assets 2017: $10,070,240Liabilities 2017: $0Net Assets 2017: $10,070,2402017Assets 2018: $10,696,915Liabilities 2018: $0Net Assets 2018: $10,696,9152018Assets 2019: $15,637,035Liabilities 2019: $0Net Assets 2019: $15,637,0352019Assets 2020: $16,305,544Liabilities 2020: $0Net Assets 2020: $16,305,5442020Assets 2021: $18,093,349Liabilities 2021: $0Net Assets 2021: $18,093,3492021Assets 2022: $18,834,319Liabilities 2022: $0Net Assets 2022: $18,834,3192022Assets 2023: $19,634,793Liabilities 2023: $0Net Assets 2023: $19,634,7932023Assets 2024: $20,595,947Liabilities 2024: $0Net Assets 2024: $20,595,9472024

Highlighted filing

2019

Assets$15,637,035
Liabilities$0
Net Assets$15,637,035
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2011: $621,259Expenses 2011: $46,557Net Income 2011: $574,7022011Revenue 2012: $1,235,281Expenses 2012: $7,407Net Income 2012: $1,227,8742012Revenue 2013: $2,028,909Expenses 2013: $3,565Net Income 2013: $2,025,3442013Revenue 2014: $457,472Expenses 2014: $4,984Net Income 2014: $452,4882014Revenue 2015: $422,760Expenses 2015: $4,274Net Income 2015: $418,4862015Revenue 2016: $286,209Expenses 2016: $5,025Net Income 2016: $281,1842016Revenue 2017: $477,864Expenses 2017: $5,989Net Income 2017: $471,8752017Revenue 2018: $625,278Expenses 2018: $6,895Net Income 2018: $618,3832018Revenue 2019: $4,981,683Expenses 2019: $11,215Net Income 2019: $4,970,4682019Revenue 2020: $676,883Expenses 2020: $7,928Net Income 2020: $668,9552020Revenue 2021: $1,840,525Expenses 2021: $14,184Net Income 2021: $1,826,3412021Revenue 2022: $703,590Expenses 2022: $16,490Net Income 2022: $687,1002022Revenue 2023: $813,012Expenses 2023: $9,185Net Income 2023: $803,8272023Revenue 2024: $991,360Expenses 2024: $17,533Net Income 2024: $973,8272024

Highlighted filing

2019

Revenue$4,981,683
Expenses$11,215
Net Income$4,970,468
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$5,316,206
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible employees of california independent system operator corp

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,696,915$15,637,035▲ $4,940,120
Investments in Publicly Traded Securities$10,691,642$15,636,903▲ $4,945,261
Savings and Temporary Cash Investments$5,273$132▼ $5,141
Total Assets$10,696,915$15,637,035▲ $4,940,120
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,696,915$15,637,035▲ $4,940,120
Total Liabilities and Net Assets / Fund Balance$10,696,915$15,637,035▲ $4,940,120
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,437,198
Investment Income
$544,485
Other Revenue
$0
Change in Net Assets
$4,970,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,215
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 Other$10$0-$10
Other Expenses$10--$10
Total Functional Expenses$11,215$0$0$11,215
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 35% controlled entity
No
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, Page 6, Part VI, Line 11-description of Process for Review

“No documents available to the public”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policy and enforcement procedures as its trustee”

Form 990, Page 6, Part VI, Line 18

“No documents available to the public”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Caiso Welfare Benefit Plans Trust
EIN
61-6370626
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wells Fargo Bank
Formed
2008
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference ($27,035), py return of capital adjustment ($3,320), rounding adjustment $7”

Raw XML Appendix276 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.

Path#Value
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IRS990/InvestmentIncomeGrp/ExclusionAmt0412745
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010691642
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0334523
IRS990/LoanOutstandingInd0false
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-30348
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX WITHHELD
IRS990/OtherExpensesGrp/Desc1STATE AG FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt011195
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IRS990/OtherExpensesGrp/TotalAmt011195
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04437198
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0625278
IRS990/PYOtherExpensesAmt06895
IRS990/PYRevenuesLessExpensesAmt0618383
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04970468
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt05273
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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IRS990ScheduleR/AssetExchangeInd0false
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-09T23:00:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,637,035
Liabilities
$0
Net assets
$15,637,035
Revenue
$4,981,683
Expenses
$11,215
Net income
$4,970,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$0.99$0.02$0.97
2023Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.81$0.01$0.80
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.70$0.02$0.69
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.84$0.01$1.83
2020Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.68$0.01$0.67
2019Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$4.98$0.01$4.97
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.63$0.01$0.62
2017Summary only. Only limited summary data is available for this year.$10.1$0.00$10.1$0.48$0.01$0.47
2016Summary only. Only limited summary data is available for this year.$9.61$0.00$9.61$0.29$0.01$0.28
2015Summary only. Only limited summary data is available for this year.$9.33$0.00$9.33$0.42$0.00$0.42
2014Summary only. Only limited summary data is available for this year.$8.91$0.00$8.91$0.46$0.00$0.45
2013Summary only. Only limited summary data is available for this year.$8.46$0.00$8.46$2.03$0.00$2.03
2012Summary only. Only limited summary data is available for this year.$6.46$0.00$6.46$1.24$0.01$1.23
2011Summary only. Only limited summary data is available for this year.$5.23$0.00$5.23$0.62$0.05$0.57