Civic Intelligence

Phcc Educational Foundation

990 • Fiscal year 2017 • EIN 68-0098960

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

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

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$535,836

Up $116,609 (+28%) from 2016

Net Assets

Up

$521,949

Up $106,938 (+26%) from 2016

Liabilities

Up

$13,887

Up $9,671 (+229%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin75th percentile

Revenue

Up

$596,326

Up $60,544 (+11%) from 2016

Expenses

Up

$489,388

Up $92,188 (+23%) from 2016

Net Income

Down

$106,938

Down $31,644 (-23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$535,836
Liabilities$13,887
Net Assets$521,949
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$596,326
Expenses$489,388
Net Income$106,938
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$596,326
Mission and Program Overview

Mission

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$404,745$529,222▲ $124,477
Land, Buildings, and Equipment, Net$7,756$6,239▼ $1,517
Prepaid Expenses and Deferred Charges$5,514$0▼ $5,514
Accounts Receivable$1,212$375▼ $837
Total Assets$419,227$535,836▲ $116,609
Liabilities
Accounts Payable and Accrued Expenses$4,216$13,887▲ $9,671
Total Liabilities$4,216$13,887▲ $9,671
Net Assets / Fund Balance
Unrestricted Net Assets$415,011$521,949▲ $106,938
Total Net Assets Fund Balance$415,011$521,949▲ $106,938
Total Liabilities and Net Assets / Fund Balance$419,227$535,836▲ $116,609

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,239$49,029$55,268
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Tracy ThrelfallExecutive Vice President$106,944$106,944

Board Members and Trustees

NameTitle
Geno CacciaPresident
Terry RisseVice President
Cheryl MoiserDirector
George SaletDirector
Guy TankersleyDirector
Jake NewmanDirector
Julio JamieDirector
Mike BarkerDirector
Scott HarrisonDirector
John StevensonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,889
Program Service Revenue
$520,303
Investment Income
$0
Other Revenue
$5,134
All Other Contributions
$50,889
Change in Net Assets
$106,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,625
Grants and Similar Amounts Paid$34,763
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$217,840$72,613-$290,453
Occupancy$38,659$12,886-$51,545
Grants to Domestic Orgs$34,763--$34,763
All Other Expenses$17,063$5,093-$22,156
Advertising$12,061$4,020-$16,081
Fees for Services Accounting$6,781$2,261-$9,042
Other Expenses$6,313$2,104-$8,417
Office Expenses$4,320$1,440-$5,760
Insurance$3,598$1,200-$4,798
Depreciation Depletion$1,790$597-$2,387
Fees for Services Other$473$157-$630
Information Technology$295--$295
Total Functional Expenses$379,937$109,451$0$489,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Copper for Kids--Grants for Copper for Kids - an Association That Is Dedicated to Foster Care$34,389
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$290,453
-Related OrganizationAdministrative Fees PaidNo$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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 11B

“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

Filer Name
Phcc Educational Foundation
EIN
68-0098960
Phone
9166400910
Address
1820 TRIBUTE ROAD NO A, SACRAMENTO, CA 95815

Signing Officer

Name
Deborah K Maus Cae
Title
Executive Vice President
Phone
9166400910
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah K Maus Cae
Formed
1985
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
15

Preparer

Firm
Campbell Taylor & Company
Address
3741 DOUGLAS BLVD SUITE 350, ROSEVILLE, CA 95661
Preparer
Linda L House CPA
Phone
9169293680
Supplemental Narrative

Additional Explanations

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

“Management fees of $290,453 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, 2017 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 2013.”

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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/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/Desc1SEMINAR INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04269
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1865
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04269
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1865
IRS990/OtherRevenueTotalAmt05134
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05514
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DEBORAH K MAUS CAE
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/RelatedOrExemptFuncIncomeAmt0433355
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt182743
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0433355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182743
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24205
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/ExpenseAmt022590
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033341
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt017866
IRS990/PYInvestmentIncomeAmt0-192
IRS990/PYOtherExpensesAmt0379334
IRS990/PYOtherRevenueAmt03318
IRS990/PYProgramServiceRevenueAmt0499315
IRS990/PYRevenuesLessExpensesAmt0138582
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0397200
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0535782
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0106938
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt020000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0525437
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0163648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04333
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0525437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0502633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0366298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0354018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0419691
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02168077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04333
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt02331725
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0596326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0535974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0394714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0369519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0435192
IRS990ScheduleA/Total509Grp/TotalAmt02331725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0596326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0535974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0394714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0373852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0435192
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02336058
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/EquipmentGrp/BookValueAmt06239
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055268
IRS990ScheduleD/FootnoteTextInd0X
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, 2017 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 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06239
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt034389
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS FOR COPPER FOR KIDS - AN ASSOCIATION THAT IS DEDICATED TO FOSTER CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COPPER FOR KIDS
IRS990ScheduleI/RecipientTable/RecipientEIN0999999999
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA GREATER SACRAMENTO AREA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1PLUMBING-HEATING-COOLING CONTRACTORS OF CALIFORNIA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RELATED ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1290453
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ADMINISTRATIVE FEES PAID
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES PAID
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES OF $290,453 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 11B
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CALIFORNIA PLUMBING CONTRACTORS' SAFETY ASSOCIATION INC AND SUBSIDIARY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01820 TRIBUTE ROAD SUITE A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SACRAMENTO

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Filings

Displayed year

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

Open filing
Assets
$535,836
Liabilities
$13,887
Net assets
$521,949
Revenue
$596,326
Expenses
$489,388
Net income
$106,938
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