Civic Intelligence

Precision Manufacturing Benefits Trust

990 • Fiscal year 2017 • EIN 61-6405450

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
3444 Camino Del Rio North No 101San Diego, CA 92108

(800) 886-7559

Siviq Scores

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

Liabilities / Assets

90th percentile

0.78x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

49th percentile

1.6%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

99%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$273,669

Up $32,398 (+13%) from 2016

Net Assets

Up

$59,774

Up $35,884 (+150%) from 2016

Liabilities

Down

$213,895

Down $3,486 (-1.6%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin49th percentile

Revenue

Up

$2,232,966

Up $1,111,908 (+99%) from 2016

Expenses

Up

$2,197,082

Up $1,109,998 (+102%) from 2016

Net Income

Up

$35,884

Up $1,910 (+5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0-$200KAssets 2012: $243,200Liabilities 2012: $231,503Net Assets 2012: $11,6972012Assets 2013: $231,058Liabilities 2013: $220,858Net Assets 2013: $10,2002013Assets 2014: $190,813Liabilities 2014: $203,791Net Assets 2014: -$12,9782014Assets 2015: $165,187Liabilities 2015: $175,271Net Assets 2015: -$10,0842015Assets 2016: $241,271Liabilities 2016: $217,381Net Assets 2016: $23,8902016Assets 2017: $273,669Liabilities 2017: $213,895Net Assets 2017: $59,7742017Assets 2018: $246,645Liabilities 2018: $187,615Net Assets 2018: $59,0302018Assets 2019: $410,379Liabilities 2019: $365,319Net Assets 2019: $45,0602019Assets 2020: $430,576Liabilities 2020: $92,638Net Assets 2020: $337,9382020Assets 2023: $279,778Liabilities 2023: $27,107Net Assets 2023: $252,6712023

Highlighted filing

2017

Assets$273,669
Liabilities$213,895
Net Assets$59,774
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $2,422,772Expenses 2012: $2,413,107Net Income 2012: $9,6652012Revenue 2013: $2,547,774Expenses 2013: $2,549,271Net Income 2013: -$1,4972013Revenue 2014: $2,218,416Expenses 2014: $2,241,594Net Income 2014: -$23,1782014Revenue 2015: $2,263,281Expenses 2015: $2,260,387Net Income 2015: $2,8942015Revenue 2016: $1,121,058Expenses 2016: $1,087,084Net Income 2016: $33,9742016Revenue 2017: $2,232,966Expenses 2017: $2,197,082Net Income 2017: $35,8842017Revenue 2018: $2,967,316Expenses 2018: $2,968,060Net Income 2018: -$7442018Revenue 2019: $4,332,643Expenses 2019: $4,346,613Net Income 2019: -$13,9702019Revenue 2020: $5,733,056Expenses 2020: $5,440,178Net Income 2020: $292,8782020Revenue 2023: $3,206,055Expenses 2023: $2,954,055Net Income 2023: $252,0002023

Highlighted filing

2017

Revenue$2,232,966
Expenses$2,197,082
Net Income$35,884
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$2,232,966
Mission and Program Overview

Mission

To provide health benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$236,361$244,176▲ $7,815
Rtn Earn Endowment Incm Other Fnds$23,890$59,774▲ $35,884
Accounts Receivable$2,509$29,493▲ $26,984
Prepaid Expenses and Deferred Charges$2,401--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$241,271$273,669▲ $32,398
Liabilities
Deferred Revenue$186,065$185,409▼ $656
Accounts Payable and Accrued Expenses$31,316$28,486▼ $2,830
Total Liabilities$217,381$213,895▼ $3,486
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,890$59,774▲ $35,884
Total Liabilities and Net Assets / Fund Balance$241,271$273,669▲ $32,398
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Patricia SerioChairperson
Suzette PetersonTrustee
Anita RonTrustee & Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Dochterman Insurance ServicesInsurance1820 E FIRST ST STE 420, Santa Ana, CA 92705$101,102
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,232,966
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$35,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,232,966
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,232,966
Total Revenue per Form 990
$2,232,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,229
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
Benefits to Members$1,985,853--$1,985,853
Fees for Services Other$108,726--$108,726
Fees for Services Management$67,243--$67,243
Fees for Services Accounting$9,527--$9,527
Fees for Services Legal$9,057--$9,057
Office Expenses$5,760--$5,760
Insurance$2,470--$2,470
Other Expenses$15--$15
Total Functional Expenses$2,197,082$0$0$2,197,082

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,197,082
Total Expenses per Audited Statements$2,197,082
Total Expenses per Form 990$2,197,082
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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, Part VI, Section B, Line 11B

“The form 990 was reviewed by the trustees.”

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

“In case of a conflict of interest issue, the governing board would review the situation. There have been no known conflicts of interest for the year ended december 31,2017.”

Form 990, Part VI, Section C, Line 19

“The organization will provide the governing documents, policies, and financial statements to any participant who requests the information in writing. This information can be obtained in the form of pdf documents.”

Filing and Contact Details

Filer

Filer Name
Precision Manufacturing Benefits Trust
EIN
61-6405450
Phone
8008867559
Address
3444 CAMINO DEL RIO NORTH NO 101, SAN DIEGO, CA 92108

Signing Officer

Name
Patricia Serio
Title
Chairperson
Phone
8008867559
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Serio
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Pkf
Address
2020 CAMINO DEL RIO N 500, SAN DIEGO, CA 92108
Preparer
Skyler Faulkner
Phone
6192381040
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Income taxes the plan received a favorable determination letter from the internal revenue service stating that the plan meets the requirements for qualification under section 501(c)(9) of the internal revenue code and, as such, is exempt from taxation. The plan has also received a determination letter from the california franchise tax board and is exempt under section 23701(i). The plan believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The plan is subject to routine audits by taxing authorities; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examination for years prior to 2014.”

Raw XML Appendix307 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031316
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028486
IRS990/AccountsReceivableGrp/BOYAmt02509
IRS990/AccountsReceivableGrp/EOYAmt029493
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01985853
IRS990/BenefitsToMembersGrp/TotalAmt01985853
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COAST BENEFITS
IRS990/BooksInCareOfDetail/PhoneNum08008867559
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03444 CAMINO DE RIO NORTH SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0236361
IRS990/CashNonInterestBearingGrp/EOYAmt0244176
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0101102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01820 E FIRST ST STE 420
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SANTA ANA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092705
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DOCHTERMAN INSURANCE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0INSURANCE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01985853
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0211229
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02232966
IRS990/CYRevenuesLessExpensesAmt035884
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02197082
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02232966
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0186065
IRS990/DeferredRevenueGrp/EOYAmt0185409
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THIER COVERED DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02197082
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09527
IRS990/FeesForServicesAccountingGrp/TotalAmt09527
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09057
IRS990/FeesForServicesLegalGrp/TotalAmt09057
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt067243
IRS990/FeesForServicesManagementGrp/TotalAmt067243
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0108726
IRS990/FeesForServicesOtherGrp/TotalAmt0108726
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA SERIO
IRS990/Form990PartVIISectionAGrp/PersonNm1ANITA RON
IRS990/Form990PartVIISectionAGrp/PersonNm2SUZETTE PETERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02232966
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02470
IRS990/InsuranceGrp/TotalAmt02470
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL, AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS. ALL COVERED EMPLOYEES ARE ALSO ELIGIBLE TO RECEIVE LIFE INSURANCE BENEFITS. THESE INSURANCE PRODUCTS ARE FUNDED BY INSURANCE CONTRACTS PURCHASED BY THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023890
IRS990/NetAssetsOrFundBalancesEOYAmt059774
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt05760
IRS990/OfficeExpensesGrp/TotalAmt05760
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc1MEETING EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt08431
IRS990/OtherExpensesGrp/ProgramServicesAmt115
IRS990/OtherExpensesGrp/TotalAmt08431
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02401
IRS990/PrincipalOfficerNm0PATRICIA SERIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/BusinessCd1525920
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02232212
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1501
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02232212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2253
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0996517
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt090567
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01121058
IRS990/PYRevenuesLessExpensesAmt033974
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01087084
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01121058
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt035884
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02232966
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023890
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059774
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02197082
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02232966
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES THE PLAN RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE PLAN MEETS THE REQUIREMENTS FOR QUALIFICATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM TAXATION. THE PLAN HAS ALSO RECEIVED A DETERMINATION LETTER FROM THE CALIFORNIA FRANCHISE TAX BOARD AND IS EXEMPT UNDER SECTION 23701(I). THE PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02197082
IRS990ScheduleD/TotalRevenuePerForm990Amt02232966
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02232966
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02197082
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CASE OF A CONFLICT OF INTEREST ISSUE, THE GOVERNING BOARD WOULD REVIEW THE SITUATION. THERE HAVE BEEN NO KNOWN CONFLICTS OF INTEREST FOR THE YEAR ENDED DECEMBER 31,2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO ANY PARTICIPANT WHO REQUESTS THE INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0241271
IRS990/TotalAssetsEOYAmt0273669
IRS990/TotalAssetsGrp/BOYAmt0241271
IRS990/TotalAssetsGrp/EOYAmt0273669
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02197082
IRS990/TotalFunctionalExpensesGrp/TotalAmt02197082
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0217381
IRS990/TotalLiabilitiesEOYAmt0213895
IRS990/TotalLiabilitiesGrp/BOYAmt0217381
IRS990/TotalLiabilitiesGrp/EOYAmt0213895
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059774
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02197082
IRS990/TotalProgramServiceRevenueAmt02232966
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02232966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02232966
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0241271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0273669
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA SERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08008867559
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRECISION MANUFACTURING BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PREC
ReturnHeader/Filer/EIN0616405450
ReturnHeader/Filer/PhoneNum08008867559
ReturnHeader/Filer/USAddress/AddressLine1Txt03444 CAMINO DEL RIO NORTH NO 101
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD0D8F5504A52C3C835946C1863FA59D89FF2106
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029E054B5BA01819CA9007C62149D25EA68E1D7AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.19.194
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:33:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813391684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 CAMINO DEL RIO N 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192381040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SKYLER FAULKNER
ReturnHeader/ReturnTs02018-11-15T18:33:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,669
Liabilities
$213,895
Net assets
$59,774
Revenue
$2,232,966
Expenses
$2,197,082
Net income
$35,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.03$0.25$3.21$2.95$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.09$0.34$5.73$5.44$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.37$0.05$4.33$4.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.19$0.06$2.97$2.97$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.21$0.06$2.23$2.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.22$0.02$1.12$1.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.18$0.01$2.26$2.26$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.20$0.01$2.22$2.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.22$0.01$2.55$2.55$0.00
2012Summary only. Only limited summary data is available for this year.$0.24$0.23$0.01$2.42$2.41$0.01