Civic Intelligence

Caiso Welfare Benefit Plans Trust

990 • Fiscal year 2021 • EIN 61-6370626

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization ProfileN/A
PO Box 10316Des Moines, IA 50306

(602) 562-0883

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.00x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

100th percentile

99%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

172%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$18,093,349

Up $1,787,805 (+11%) from 2020

Net Assets

Up

$18,093,349

Up $1,787,805 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin100th percentile

Revenue

Up

$1,840,525

Up $1,163,642 (+172%) from 2020

Expenses

Up

$14,184

Up $6,256 (+79%) from 2020

Net Income

Up

$1,826,341

Up $1,157,386 (+173%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$18,093,349
Liabilities$0
Net Assets$18,093,349
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$1,840,525
Expenses$14,184
Net Income$1,826,341
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.1
Gross Receipts
$1,840,525
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$16,305,544$18,093,349▲ $1,787,805
Investments in Publicly Traded Securities$16,300,742$18,088,671▲ $1,787,929
Savings and Temporary Cash Investments$4,802$4,678▼ $124
Total Assets$16,305,544$18,093,349▲ $1,787,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,305,544$18,093,349▲ $1,787,805
Total Liabilities and Net Assets / Fund Balance$16,305,544$18,093,349▲ $1,787,805
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
$0
Investment Income
$1,840,525
Other Revenue
$0
Change in Net Assets
$1,826,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,184
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
Other Expenses$14,184--$14,184
Total Functional Expenses$14,184$0$0$14,184
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
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers LLC
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment: ($37,316); prior year return of capital adjustment: ($1,218); rounding: ($2)”

Raw XML Appendix262 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/InvestmentIncomeGrp/ExclusionAmt0642140
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-38536
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IRS990/OtherExpensesGrp/ProgramServicesAmt014184
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IRS990/OtherWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0676883
IRS990/PYOtherExpensesAmt07928
IRS990/PYRevenuesLessExpensesAmt0668955
IRS990/PYTotalExpensesAmt07928
IRS990/PYTotalRevenueAmt0676883
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01826341
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04802
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T22:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,093,349
Liabilities
$0
Net assets
$18,093,349
Revenue
$1,840,525
Expenses
$14,184
Net income
$1,826,341
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