Civic Intelligence

Phcc Educational Foundation

990 • Fiscal year 2014 • EIN 68-0098960

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 20, 2015

Organization ProfileWWW.CAPHCC.ORG
1820 Tribute Road No ASacramento, CA 95815

(916) 640-0910

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.2%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

98th percentile

$109,558

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.6%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$249,007

Down $23,477 (-8.6%) from 2013

Net Assets

Down

$245,189

Down $26,939 (-9.9%) from 2013

Liabilities

Up

$3,818

Up $3,462 (+972%) from 2013

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Down

$373,852

Down $61,850 (-14%) from 2013

Expenses

Up

$400,791

Up $15,142 (+3.9%) from 2013

Net Income

Down

-$26,939

Down $76,992 (-154%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2011: $318,729Liabilities 2011: $3,986Net Assets 2011: $314,7432011Assets 2012: $222,308Liabilities 2012: $233Net Assets 2012: $222,0752012Assets 2013: $272,484Liabilities 2013: $356Net Assets 2013: $272,1282013Assets 2014: $249,007Liabilities 2014: $3,818Net Assets 2014: $245,1892014Assets 2015: $277,307Liabilities 2015: $878Net Assets 2015: $276,4292015Assets 2016: $419,227Liabilities 2016: $4,216Net Assets 2016: $415,0112016Assets 2017: $535,836Liabilities 2017: $13,887Net Assets 2017: $521,9492017Assets 2018: $578,555Liabilities 2018: $2,038Net Assets 2018: $576,5172018Assets 2019: $706,534Liabilities 2019: $42,037Net Assets 2019: $664,4972019Assets 2020: $449,174Liabilities 2020: $225,054Net Assets 2020: $224,1202020Assets 2021: $226,499Liabilities 2021: $293,548Net Assets 2021: -$67,0492021Assets 2022: $103,927Liabilities 2022: $84,162Net Assets 2022: $19,7652022Assets 2023: $89,324Liabilities 2023: $54,122Net Assets 2023: $35,2022023Assets 2024: $116,172Liabilities 2024: $33,663Net Assets 2024: $82,5092024

Highlighted filing

2014

Assets$249,007
Liabilities$3,818
Net Assets$245,189
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $566,5302011Expenses 2012: $523,0642012Revenue 2013: $435,702Expenses 2013: $385,649Net Income 2013: $50,0532013Revenue 2014: $373,852Expenses 2014: $400,791Net Income 2014: -$26,9392014Revenue 2015: $394,713Expenses 2015: $363,473Net Income 2015: $31,2402015Revenue 2016: $535,782Expenses 2016: $397,200Net Income 2016: $138,5822016Revenue 2017: $596,326Expenses 2017: $489,388Net Income 2017: $106,9382017Revenue 2018: $589,860Expenses 2018: $535,292Net Income 2018: $54,5682018Revenue 2019: $667,574Expenses 2019: $579,594Net Income 2019: $87,9802019Revenue 2020: $64,024Expenses 2020: $118,899Net Income 2020: -$54,8752020Revenue 2021: $234,806Expenses 2021: $270,357Net Income 2021: -$35,5512021Revenue 2022: $106,516Expenses 2022: $152,195Net Income 2022: -$45,6792022Revenue 2023: $252,617Expenses 2023: $237,180Net Income 2023: $15,4372023Revenue 2024: $86,814Expenses 2024: $39,507Net Income 2024: $47,3072024

Highlighted filing

2014

Revenue$373,852
Expenses$400,791
Net Income-$26,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 20, 2015
Return Version
2013v4.0
Gross Receipts
$373,852
Mission and Program Overview

Mission

The specific purposes of the corporation is: - to provide opportunity for industry experimentation and innovation - to develop and deliver plumbing and hvac/r educational programming - to create a pipeline for individuals to become skilled and trained tradeworkers; and - to enhance the growth and success of the plumbing and hvac workforce.

To provide education seminars to inform the general public of advances in technology applicable to the mechanical industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$208,591$188,036▼ $20,555
Accounts Receivable$45,049$48,917▲ $3,868
Land, Buildings, and Equipment, Net$11,951$11,318▼ $633
Prepaid Expenses and Deferred Charges$1,040$736▼ $304
Total Assets$272,484$249,007▼ $23,477
Other Assets Total$5,853$0▼ $5,853
Liabilities
Accounts Payable and Accrued Expenses$356$3,818▲ $3,462
Total Liabilities$356$3,818▲ $3,462
Net Assets / Fund Balance
Unrestricted Net Assets$272,111$245,189▼ $26,922
Temporarily Rstr Net Assets$17$0▼ $17
Total Net Assets Fund Balance$272,128$245,189▼ $26,939
Total Liabilities and Net Assets / Fund Balance$272,484$249,007▼ $23,477

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,318$47,687$59,005
Buildings$0--
Other Land Buildings$0--
Leasehold Improvements$0--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Tracy ThrelfallExecutive Vice President$109,558$109,558

Board Members and Trustees

NameTitle
George SaletPast President
Guy TankersleyPresident
Mike BarkerVice President
Arnie RodioDirector
Gene BurchDirector
Geno CacciaDirector
Pat WallnerDirector
Randy ShadeDirector
Ray BonettiDirector
Terry RisseDirector
Luis SentenoSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,501
Program Service Revenue
$349,000
Investment Income
$0
Other Revenue
$9,351
Change in Net Assets
$-26,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$400,791
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
Fees for Services Management$200,488$66,829-$267,317
Occupancy$48,173$16,058-$64,231
Depreciation Depletion$5,389$1,796-$7,185
Fees for Services Accounting$4,188$1,396-$5,584
Insurance$3,901$1,300-$5,201
Office Expenses$3,824$1,275-$5,099
Other Expenses$3,164$1,055-$4,219
All Other Expenses$2,975$992-$3,967
Advertising$1,639$546-$2,185
Conferences and Meetings$68$23-$91
Total Functional Expenses$299,635$101,156$0$400,791
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Related OrganizationManagement Fees PaidNo$246,500
-Related OrganizationAdministrative Fees PaidNo$20,817
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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

Form 990, Part VI, Section B, Line 11

“Form 990 and all applicable schedules and statements, hereafter referred to collectively as "form 990," are provided to executive vice president (evp). Evp reviews form 990 for accuracy and completeness. Evp makes form 990 for reviewing by the remaining governing body. Any questions arising from the organization's governing body's review are addressed and/or resolved, as applicable, prior to filing form 990.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available for public inspection at its office. The organization will make available through electronic means such documents upon request.”

Filing and Contact Details

Filer

EIN
68-0098960
Phone
9166400910

Signing Officer

Name
Tracy Threlfall
Title
Executive Vice President
Phone
9166400910
Signed
2015-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Threlfall
Formed
1985
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Preparer
Linda L House CPA
Phone
9169293680
Supplemental Narrative

Additional Explanations

Form 990, Page 10, Part IX, Line 11.A.

“Management fees of $267,317 reflect amounts paid for administrative services provided to the association. Management fees approximate the associated cost of hiring employees to perform similar services. Management fees are reviewed and approved annually by the board of directors.”

Part XII - Line 2C

“The organization's governing body is responsible for oversight of the review and the selection of the independent reviewers.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require foundation management to evaluate tax positions taken by the foundation and recognize a tax liability or asset if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Foundation management has determined that as of june 30, 2014 there are no uncertain tax positions taken or expected to be taken that would require recognition or disclosure in the financial statements. The foundation is subject to routine audits by taxing authorities; however there are currently no audits for any tax periods in progress. Foundation management believes it is no longer subject to income tax examination for years prior to 2010.”

Raw XML AppendixShowing 400 of 537 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/Desc0PROVIDE TRAINING FOR AN APPRENTICESHIP ACCREDITATION. ALSO PROVIDE UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN CALIFORNIA.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31055
IRS990/OtherExpensesGrp/ProgramServicesAmt016830
IRS990/OtherExpensesGrp/ProgramServicesAmt15399
IRS990/OtherExpensesGrp/ProgramServicesAmt23597
IRS990/OtherExpensesGrp/ProgramServicesAmt33164
IRS990/OtherExpensesGrp/TotalAmt025517
IRS990/OtherExpensesGrp/TotalAmt15399
IRS990/OtherExpensesGrp/TotalAmt24796
IRS990/OtherExpensesGrp/TotalAmt34219
IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05018
IRS990/OtherRevenueTotalAmt05018
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01040
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0736
IRS990/PrincipalOfficerNm0TRACY THRELFALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0APPRENTICESHIP PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2CERTIFICATION TESTING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0298180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0298180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27525
IRS990/ProgSrvcAccomActy2Grp/Desc0SEMINARS FOR THE MECHANICAL INDUSTRY TO EDUCATE AND INFORM THE PUBLIC OF ADVANCES IN TECHNOLOGY APPLICABLE TO THE INDUSTRY. PROVIDE EDUCATIONAL GRANTS TO INDUSTRY ASSOCIATION AND MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017527
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02555
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015501
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-914
IRS990/PYOtherExpensesAmt0385649
IRS990/PYOtherRevenueAmt014423
IRS990/PYProgramServiceRevenueAmt0406692
IRS990/PYRevenuesLessExpensesAmt050053
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0385649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0435702
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26939
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt015501
IRS990/RentalIncomeOrLossGrp/RealAmt04333
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0351463
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04333
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0354018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0419691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0396993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0496333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01667035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04333
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01792037
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0369519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0435192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0428993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0528333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/Total509Grp/TotalAmt01792037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0373852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0435192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0428993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0528333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01796370
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059005
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FOUNDATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. FOUNDATION MANAGEMENT HAS DETERMINED THAT AS OF JUNE 30, 2014 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FOUNDATION MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011318
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine10CALIFORNIA PLUMBING CONTRACTORS' SAFETY ASSOCIATION INC AND SUBSIDIARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine11PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RELATED ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt020817
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1246500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ADMINISTRATIVE FEES PAID
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES PAID
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES OF $267,317 REFLECT AMOUNTS PAID FOR ADMINISTRATIVE SERVICES PROVIDED TO THE ASSOCIATION. MANAGEMENT FEES APPROXIMATE THE ASSOCIATED COST OF HIRING EMPLOYEES TO PERFORM SIMILAR SERVICES. MANAGEMENT FEES ARE REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 AND ALL APPLICABLE SCHEDULES AND STATEMENTS, HEREAFTER REFERRED TO COLLECTIVELY AS "FORM 990," ARE PROVIDED TO EXECUTIVE VICE PRESIDENT (EVP). EVP REVIEWS FORM 990 FOR ACCURACY AND COMPLETENESS. EVP MAKES FORM 990 FOR REVIEWING BY THE REMAINING GOVERNING BODY. ANY QUESTIONS ARISING FROM THE ORGANIZATION'S GOVERNING BODY'S REVIEW ARE ADDRESSED AND/OR RESOLVED, AS APPLICABLE, PRIOR TO FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE. THE ORGANIZATION WILL MAKE AVAILABLE THROUGH ELECTRONIC MEANS SUCH DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE REVIEW AND THE SELECTION OF THE INDEPENDENT REVIEWERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 10, PART IX, LINE 11.A.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII - LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0946085305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE MEDICAL INSURANCE BENEFITS TO EMPLOYERS AND THEIR EMPLOYEES

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,007
Liabilities
$3,818
Net assets
$245,189
Revenue
$373,852
Expenses
$400,791
Net income
-$26,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.34$0.83$0.87$0.40$0.47
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.54$0.35$2.53$2.37$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.84$0.20$1.07$1.52$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.26$2.94$0.67$2.35$2.70$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.49$2.25$2.24$0.64$1.19$0.55
2019Detailed filing. Detailed filing data is available for this year.$7.07$0.42$6.64$6.68$5.80$0.88
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.02$5.77$5.90$5.35$0.55
2017Detailed filing. Detailed filing data is available for this year.$5.36$0.14$5.22$5.96$4.89$1.07
2016Detailed filing. Detailed filing data is available for this year.$4.19$0.04$4.15$5.36$3.97$1.39
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.01$2.76$3.95$3.63$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.04$2.45$3.74$4.01$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$4.36$3.86$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.04$3.15$5.67