Civic Intelligence

Caiso Welfare Benefit Plans Trust

990 • Fiscal year 2012 • EIN 61-6370626

Jan 01, 2012 to Dec 31, 2012

Des Moines, IA
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.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

25th percentile

0.00x

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

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

96th percentile

99%

Faster revenue growth than 96% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Assets

Up

$6,460,379

Up $1,228,551 (+23%) from 2011

Net Assets

Up

$6,460,379

Up $1,228,551 (+23%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$1,235,281

Up $614,022 (+99%) from 2011

Expenses

Down

$7,407

Down $39,150 (-84%) from 2011

Net Income

Up

$1,227,874

Up $653,172 (+114%) from 2011

Historical Trend

Balance Sheet Trend

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

2012

Assets$6,460,379
Liabilities$0
Net Assets$6,460,379

Operations Trend

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

2012

Revenue$1,235,281
Expenses$7,407
Net Income$1,227,874
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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