Civic Intelligence

Precision Manufacturing Benefits Trust

990 • Fiscal year 2018 • EIN 61-6405450

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
3444 Camino Del Rio N Ste 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

0.76x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.06x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-9.9%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

33%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$246,645

Down $27,024 (-9.9%) from 2017

Net Assets

Down

$59,030

Down $744 (-1.2%) from 2017

Liabilities

Down

$187,615

Down $26,280 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin39th percentile

Revenue

Up

$2,967,316

Up $734,350 (+33%) from 2017

Expenses

Up

$2,968,060

Up $770,978 (+35%) from 2017

Net Income

Down

-$744

Down $36,628 (-102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2018

Assets$246,645
Liabilities$187,615
Net Assets$59,030
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$2,967,316
Expenses$2,968,060
Net Income-$744
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$2,967,316
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$244,176$243,829▼ $347
Rtn Earn Endowment Incm Other Fnds$59,774$59,030▼ $744
Accounts Receivable$29,493$2,816▼ $26,677
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$273,669$246,645▼ $27,024
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$185,409$187,615▲ $2,206
Accounts Payable and Accrued Expenses$28,486$0▼ $28,486
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$213,895$187,615▼ $26,280
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,774$59,030▼ $744
Total Liabilities and Net Assets / Fund Balance$273,669$246,645▼ $27,024
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Patricia SerioChairperson
Suzette PetersonTrustee
Anita RonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
PmisInsurance Broker1820 E First St Suite 420, Santa Ana, CA 92705$211,709
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,967,316
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-744

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,967,316
Total Revenue per Audited Statements
$2,967,316
Total Revenue per Form 990
$2,967,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,014
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---$2,664,046
Fees for Services Other---$211,709
Fees for Services Management---$55,411
Fees for Services Accounting---$16,385
Fees for Services Legal---$15,781
Insurance---$2,401
Office Expenses---$2,327
Total Functional Expenses$0$0$0$2,968,060

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,968,060
Total Expenses per Audited Statements$2,968,060
Total Expenses per Form 990$2,968,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

PART VI, LINE 11B:

“The form 990 was reviewed by the trustees. Part vi, 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, 2018. Part vi, line 19: the organization will provide the governing documents, policies and financial statements to any participant who requests this 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
In Care Of
% COAST BENEFITS
Phone
8008867559
Address
3444 CAMINO DEL RIO N STE 101, SAN DIEGO, CA 92108

Signing Officer

Name
Suzette Peterson
Title
Trustee
Phone
8008867559
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzette Peterson
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix362 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE TRUSTEES. PART VI, 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, 2018. PART VI, LINE 19: THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PARTICIPANT WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS.
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IRS990/TotalProgramServiceRevenueAmt02967316
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUZETTE PETERSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.244.147.122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 STEWART ST STE 618
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerPersonGrp/PhoneNum02065963930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catalina Kirby
ReturnHeader/ReturnTs02019-11-14T19:18:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,645
Liabilities
$187,615
Net assets
$59,030
Revenue
$2,967,316
Expenses
$2,968,060
Net income
-$744
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