Civic Intelligence

Phcc Educational Foundation

990 • Fiscal year 2018 • EIN 68-0098960

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-1.1%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$578,555

Up $42,719 (+8.0%) from 2017

Net Assets

Up

$576,517

Up $54,568 (+10%) from 2017

Liabilities

Down

$2,038

Down $11,849 (-85%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin63rd percentile

Revenue

Down

$589,860

Down $6,466 (-1.1%) from 2017

Expenses

Up

$535,292

Up $45,904 (+9.4%) from 2017

Net Income

Down

$54,568

Down $52,370 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$578,555
Liabilities$2,038
Net Assets$576,517
Open 2018 Filing

Operations Trend

Revenue Growth38th 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

2018

Revenue$589,860
Expenses$535,292
Net Income$54,568
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$589,860
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$529,222$311,503▼ $217,719
Investments in Publicly Traded Securities-$250,014-
Land, Buildings, and Equipment, Net$6,239$2,544▼ $3,695
Accounts Receivable$375$76▼ $299
Total Assets$535,836$578,555▲ $42,719
Other Assets Total$0$14,418▲ $14,418
Liabilities
Deferred Revenue-$1,667-
Other Liabilities$0$191▲ $191
Accounts Payable and Accrued Expenses$13,887$180▼ $13,707
Total Liabilities$13,887$2,038▼ $11,849
Net Assets / Fund Balance
Unrestricted Net Assets$521,949$576,517▲ $54,568
Total Net Assets Fund Balance$521,949$576,517▲ $54,568
Total Liabilities and Net Assets / Fund Balance$535,836$578,555▲ $42,719

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,544$53,384$55,928
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Geno CacciaPast President
Terry RissePresident
Deborah K MausExecutive Vice President
John StevensonVice President
Guy TankersleyDirector
Julio JamieDirector
Mike De SilvaDirector
Robert FeldmanDirector
Louis SentenoZone 4 Director
Jake NewmanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,504
Program Service Revenue
$509,721
Investment Income
$479
Other Revenue
$24,156
All Other Contributions
$35,504
Change in Net Assets
$54,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$502,788
Grants and Similar Amounts Paid$32,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$247,352$82,450-$329,802
Occupancy$44,274$14,758-$59,032
Grants to Domestic Orgs$32,504--$32,504
All Other Expenses$14,285$2,839-$17,124
Fees for Services Accounting$11,846$3,950-$15,796
Advertising$8,552$2,851-$11,403
Information Technology$8,942--$8,942
Other Expenses$4,490$1,497-$5,987
Office Expenses$4,185$1,395-$5,580
Insurance$3,596$1,199-$4,795
Depreciation Depletion$3,266$1,089-$4,355
Fees for Services Other$815$272-$1,087
Total Functional Expenses$413,270$122,022$0$535,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Copper for Kids--Grants for Copper for Kids - an Association That Is Dedicated to Foster Care$32,504
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$329,805
-Related OrganizationAdministrative Fees PaidNo$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$191
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
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah K Maus Cae
Formed
1985
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
25

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 $329,805 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, 2018 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 2014.”

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/OtherExpensesGrp/TotalAmt110152
IRS990/OtherExpensesGrp/TotalAmt27616
IRS990/OtherExpensesGrp/TotalAmt35987
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0191
IRS990/OtherOrganizationDsc0FOUNDATION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/Desc1SEMINAR INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023106
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11050
IRS990/OtherRevenueTotalAmt024156
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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/RelatedOrExemptFuncIncomeAmt0417384
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188697
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0417384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23640
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/ExpenseAmt032250
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt034763
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0454625
IRS990/PYOtherRevenueAmt05134
IRS990/PYProgramServiceRevenueAmt0520303
IRS990/PYRevenuesLessExpensesAmt0106938
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0489388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0596326
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt054568
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt020000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0534356
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0203651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0479
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04333
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0534356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0525437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0502633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0366298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0354018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02282742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0479
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04812
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt02486393
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0589860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0596326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0535974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0394714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0369519
IRS990ScheduleA/Total509Grp/TotalAmt02486393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0590339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0596326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0535974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0394714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0373852
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02491205
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053384
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt055928
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0191
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
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, 2018 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02544
IRS990ScheduleD/TotalLiabilityAmt0191
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt032504
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/TransactionAmt1329805
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ADMINISTRATIVE FEES PAID
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES PAID
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES OF $329,805 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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095815
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$578,555
Liabilities
$2,038
Net assets
$576,517
Revenue
$589,860
Expenses
$535,292
Net income
$54,568
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