Civic Intelligence

Hf Cox Inc Voluntary Employees' Beneficiary Association Trust

990 • Fiscal year 2016 • EIN 77-0143375

May 01, 2015 to Apr 30, 2016 • Filed on Sep 20, 2016

Organization ProfileN/A
118 Cox Transport WayBakersfield, CA 93307

(661) 366-3236

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

46th percentile

-0.2%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.2%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

5.5%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$510,089

Down $1,207 (-0.2%) from 2015

Net Assets

Down

$510,089

Down $1,207 (-0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin46th percentile

Revenue

Up

$683,246

Up $35,889 (+5.5%) from 2015

Expenses

Down

$684,453

Down $1,603 (-0.2%) from 2015

Net Income

Up

-$1,207

Up $37,492 (+97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2011: $182,352Liabilities 2011: $0Net Assets 2011: $182,3522011Assets 2012: $143,999Liabilities 2012: $0Net Assets 2012: $143,9992012Assets 2013: $185,433Liabilities 2013: $0Net Assets 2013: $185,4332013Assets 2014: $549,995Liabilities 2014: $0Net Assets 2014: $549,9952014Assets 2015: $511,296Liabilities 2015: $0Net Assets 2015: $511,2962015Assets 2016: $510,089Liabilities 2016: $0Net Assets 2016: $510,0892016Assets 2017: $506,829Liabilities 2017: $0Net Assets 2017: $506,8292017Assets 2018: $599,468Liabilities 2018: $0Net Assets 2018: $599,4682018Assets 2019: $600,241Liabilities 2019: $0Net Assets 2019: $600,2412019Assets 2020: $609,806Liabilities 2020: $0Net Assets 2020: $609,8062020Assets 2021: $723,095Liabilities 2021: $0Net Assets 2021: $723,0952021Assets 2022: $774,309Liabilities 2022: $0Net Assets 2022: $774,3092022Assets 2023: $823,850Liabilities 2023: $0Net Assets 2023: $823,8502023

Highlighted filing

2016

Assets$510,089
Liabilities$0
Net Assets$510,089
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $370,000Expenses 2011: $392,044Net Income 2011: -$22,0442011Revenue 2012: $420,000Expenses 2012: $458,353Net Income 2012: -$38,3532012Revenue 2013: $585,000Expenses 2013: $543,566Net Income 2013: $41,4342013Revenue 2014: $971,000Expenses 2014: $606,438Net Income 2014: $364,5622014Revenue 2015: $647,357Expenses 2015: $686,056Net Income 2015: -$38,6992015Revenue 2016: $683,246Expenses 2016: $684,453Net Income 2016: -$1,2072016Revenue 2017: $694,424Expenses 2017: $697,684Net Income 2017: -$3,2602017Revenue 2018: $841,721Expenses 2018: $749,082Net Income 2018: $92,6392018Revenue 2019: $867,574Expenses 2019: $866,801Net Income 2019: $7732019Revenue 2020: $1,005,433Expenses 2020: $995,868Net Income 2020: $9,5652020Revenue 2021: $946,363Expenses 2021: $833,074Net Income 2021: $113,2892021Revenue 2022: $955,419Expenses 2022: $904,205Net Income 2022: $51,2142022Revenue 2023: $1,009,895Expenses 2023: $958,388Net Income 2023: $51,5072023

Highlighted filing

2016

Revenue$683,246
Expenses$684,453
Net Income-$1,207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 20, 2016
Return Version
2015v2.1
Gross Receipts
$683,246
Mission and Program Overview

Mission

H.f. Cox, inc. Veba trust was established to provide certain vacation benefits to eligible employees of h.f. Cox.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$511,296$510,089▼ $1,207
Savings and Temporary Cash Investments$400,000$400,000→ $0
Cash and Non-Interest-Bearing Accounts$111,296$110,089▼ $1,207
Accounts Receivable$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--
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$511,296$510,089▼ $1,207
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$511,296$510,089▼ $1,207
Total Liabilities and Net Assets / Fund Balance$511,296$510,089▼ $1,207
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Daniel MairsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$683,246
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,207

Audited Revenue Reconciliation

Revenue per Audited Statements
$683,246
Total Revenue per Audited Statements
$683,246
Total Revenue per Form 990
$683,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,930
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---$674,523
Fees for Services Accounting---$9,800
Other Expenses---$130
Total Functional Expenses$0$0$0$684,453

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$684,453
Total Expenses per Audited Statements$684,453
Total Expenses per Form 990$684,453
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
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
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

“OFFICERS OF THE PLAN SPONSOR REVIEW the FORM 990. PART VI, SECTION C, LINE 19: THE PLAN'S FINANCIAL STATEMENTS ARE ATTACHED TO ITS FORM 5500 FILING, WHICH IS AVAILABLE TO THE PUBLIC ON EFAST.”

Filing and Contact Details

Filer

Filer Name
HF COX INC VOLUNTARY EMPLOYEES'
EIN
77-0143375
In Care Of
% DANIEL MAIRS
Phone
6613663236
Address
118 COX TRANSPORT WAY, BAKERSFIELD, CA 93307

Signing Officer

Name
Bruce Mc Kinnon
Title
VP/CEO
Phone
6613663236
Signed
2016-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Mairs
Formed
1985
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jenny Bolsky
Phone
8187692010
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 Appendix310 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/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MC KINNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vp/ceo
ReturnHeader/BusinessOfficerGrp/PhoneNum06613663236
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HF COX INC VOLUNTARY EMPLOYEES'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFICIARY ASSOCIATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HFCO
ReturnHeader/Filer/EIN0770143375
ReturnHeader/Filer/InCareOfNm0% DANIEL MAIRS
ReturnHeader/Filer/PhoneNum06613663236
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 COX TRANSPORT WAY
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jenny Bolsky
ReturnHeader/ReturnTs02016-09-21T14:34:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,089
Liabilities
$0
Net assets
$510,089
Revenue
$683,246
Expenses
$684,453
Net income
-$1,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$1.01$0.96$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.96$0.90$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.95$0.83$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.01$1.00$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.87$0.87$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.84$0.75$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.69$0.70$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.68$0.68$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.65$0.69$0.04
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.97$0.61$0.36
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.59$0.54$0.04
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.42$0.46$0.04
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.37$0.39$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $500k-$1M nonprofits