Civic Intelligence

Hf Cox Inc Voluntary Employees' Beneficiary Association Trust

990 • Fiscal year 2017 • EIN 77-0143375

May 01, 2016 to Apr 30, 2017 • Filed on Dec 04, 2017

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

50th percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

37th percentile

-0.5%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

1.6%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$506,829

Down $3,260 (-0.6%) from 2016

Net Assets

Down

$506,829

Down $3,260 (-0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin37th percentile

Revenue

Up

$694,424

Up $11,178 (+1.6%) from 2016

Expenses

Up

$697,684

Up $13,231 (+1.9%) from 2016

Net Income

Down

-$3,260

Down $2,053 (-170%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$506,829
Liabilities$0
Net Assets$506,829
Open 2017 Filing

Operations Trend

Revenue Growth49th 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

2017

Revenue$694,424
Expenses$697,684
Net Income-$3,260
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Dec 4, 2017
Return Version
2016v3.1
Gross Receipts
$694,424
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$510,089$506,829▼ $3,260
Savings and Temporary Cash Investments$400,000$404,578▲ $4,578
Cash and Non-Interest-Bearing Accounts$110,089$102,251▼ $7,838
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$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$510,089$506,829▼ $3,260
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$510,089$506,829▼ $3,260
Total Liabilities and Net Assets / Fund Balance$510,089$506,829▼ $3,260
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Daniel MairsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$689,846
Investment Income
$4,578
Other Revenue
$0
Change in Net Assets
$-3,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$694,424
Total Revenue per Audited Statements
$694,424
Total Revenue per Form 990
$694,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,810
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---$687,874
Fees for Services Accounting---$9,800
Other Expenses---$10
Total Functional Expenses$0$0$0$697,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$697,684
Total Expenses per Audited Statements$697,684
Total Expenses per Form 990$697,684
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
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 Mckinnon
Title
Vice President/CFO
Phone
6613663236
Signed
2017-12-04
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 Appendix326 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/TotLiabNetAssetsFundBalanceGrp/BOYAmt0510089
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0506829
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0118 Cox Transport Way
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093307
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MCKINNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06613663236
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0895BD3731299A8643050337F2A99E55EAEE1AC5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C6E67AC980B7473522F3092D30D7F22078FCE35
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620173405000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
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/ReturnTs02017-12-06T18:00:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$506,829
Liabilities
$0
Net assets
$506,829
Revenue
$694,424
Expenses
$697,684
Net income
-$3,260
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
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.69$0.70$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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