Civic Intelligence

Caiso Welfare Benefit Plans Trust

990 • Fiscal year 2022 • EIN 61-6370626

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$2,500

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

75th percentile

4.1%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-62%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$18,834,319

Up $740,970 (+4.1%) from 2021

Net Assets

Up

$18,834,319

Up $740,970 (+4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Down

$703,590

Down $1,136,935 (-62%) from 2021

Expenses

Up

$16,490

Up $2,306 (+16%) from 2021

Net Income

Down

$687,100

Down $1,139,241 (-62%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2022

Assets$18,834,319
Liabilities$0
Net Assets$18,834,319
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$703,590
Expenses$16,490
Net Income$687,100
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$703,590
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
Investments in Publicly Traded Securities$18,088,671$18,829,627▲ $740,956
Savings and Temporary Cash Investments$4,678$4,692▲ $14
Total Assets$18,093,349$18,834,319▲ $740,970
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,093,349$18,834,319▲ $740,970
Total Net Assets Fund Balance$18,093,349$18,834,319▲ $740,970
Total Liabilities and Net Assets / Fund Balance$18,093,349$18,834,319▲ $740,970
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$2,500$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$701,104
Other Revenue
$2,486
Change in Net Assets
$687,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,990
Salaries, Compensation, and Employee Benefits$2,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$2,500--$2,500
Other Expenses$1,151--$1,151
Total Functional Expenses$16,490$0$0$16,490
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 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Caiso Welfare Benefits Tr Combi
EIN
61-6370626
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
Principal Bank - Pcs Tax
Title
Trustee
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2019
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
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mf timing adjustment $52,741; cost basis adjustment: $1,039”

Raw XML Appendix246 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/BooksInCareOfDetail/PhoneNum06025620883
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IRS990/CYTotalRevenueAmt0703590
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IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0188280
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0188280
IRS990/GrossReceiptsAmt0703590
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0512824
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0512824
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018088671
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018829627
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt02486
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02486
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORP
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt018093349
IRS990/NetAssetsOrFundBalancesEOYAmt018834319
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0188280
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018093349
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018834319
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt053870
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX ON QUALIFIED DIVIDENDS
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX ON NONQUALIFIED DIVIDEN
IRS990/OtherExpensesGrp/ProgramServicesAmt012839
IRS990/OtherExpensesGrp/ProgramServicesAmt11151
IRS990/OtherExpensesGrp/TotalAmt012839
IRS990/OtherExpensesGrp/TotalAmt11151
IRS990/OtherRevenueTotalAmt02486
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01840525
IRS990/PYOtherExpensesAmt014184
IRS990/PYRevenuesLessExpensesAmt01826341
IRS990/PYTotalExpensesAmt014184
IRS990/PYTotalRevenueAmt01840525
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0687100
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04678
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04692
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MF TIMING ADJUSTMENT $52,741; COST BASIS ADJUSTMENT: $1,039
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
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IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018093349
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IRS990/VotingMembersIndependentCnt01
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRINCIPAL BANK - PCS TAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAISO WELFARE BENEFITS TR COMBI
ReturnHeader/Filer/BusinessNameControlTxt0CAIS
ReturnHeader/Filer/EIN0616370626
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ReturnHeader/Filer/USAddress/ZIPCd050306
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-10T10:35:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,834,319
Liabilities
$0
Net assets
$18,834,319
Revenue
$703,590
Expenses
$16,490
Net income
$687,100
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