Civic Intelligence

Coalition for Controlling Insurance in Calif Schools Health & Welfare

990 • Fiscal year 2017 • EIN 80-6028938

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

Organization ProfileN/A
2355 Crenshaw Blvd 200Torrance, CA 90501-3325

(313) 212-0363

Siviq Scores

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

Liabilities / Assets

76th percentile

0.21x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.08x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

8.1%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-0.5%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$3,064,108

Up $613,332 (+25%) from 2016

Net Assets

Up

$2,418,315

Up $642,271 (+36%) from 2016

Liabilities

Down

$645,793

Down $28,939 (-4.3%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin58th percentile

Revenue

Down

$7,923,191

Down $38,259 (-0.5%) from 2016

Expenses

Down

$7,280,920

Down $294,450 (-3.9%) from 2016

Net Income

Up

$642,271

Up $256,191 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $948,383Liabilities 2011: $485,148Net Assets 2011: $463,2352011Assets 2012: $1,080,401Liabilities 2012: $465,538Net Assets 2012: $614,8632012Assets 2013: $1,381,713Liabilities 2013: $544,989Net Assets 2013: $836,7242013Assets 2014: $1,234,375Liabilities 2014: $419,693Net Assets 2014: $814,6822014Assets 2015: $1,926,908Liabilities 2015: $536,944Net Assets 2015: $1,389,9642015Assets 2016: $2,450,776Liabilities 2016: $674,732Net Assets 2016: $1,776,0442016Assets 2017: $3,064,108Liabilities 2017: $645,793Net Assets 2017: $2,418,3152017Assets 2018: $3,441,439Liabilities 2018: $583,419Net Assets 2018: $2,858,0202018Assets 2019: $3,696,171Liabilities 2019: $674,879Net Assets 2019: $3,021,2922019Assets 2020: $4,874,091Liabilities 2020: $548,823Net Assets 2020: $4,325,2682020Assets 2021: $4,997,844Liabilities 2021: $744,505Net Assets 2021: $4,253,3392021Assets 2022: $4,503,459Liabilities 2022: $776,277Net Assets 2022: $3,727,1822022Assets 2023: $4,461,701Liabilities 2023: $747,961Net Assets 2023: $3,713,7402023Assets 2024: $3,671,038Liabilities 2024: $978,174Net Assets 2024: $2,692,8642024

Highlighted filing

2017

Assets$3,064,108
Liabilities$645,793
Net Assets$2,418,315
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,811,376Expenses 2011: $9,677,817Net Income 2011: $133,5592011Expenses 2012: $9,869,7872012Revenue 2013: $10,194,066Expenses 2013: $9,972,205Net Income 2013: $221,8612013Revenue 2014: $5,323,389Expenses 2014: $5,345,431Net Income 2014: -$22,0422014Revenue 2015: $7,052,706Expenses 2015: $6,477,424Net Income 2015: $575,2822015Revenue 2016: $7,961,450Expenses 2016: $7,575,370Net Income 2016: $386,0802016Revenue 2017: $7,923,191Expenses 2017: $7,280,920Net Income 2017: $642,2712017Revenue 2018: $7,700,291Expenses 2018: $7,297,742Net Income 2018: $402,5492018Revenue 2019: $8,344,391Expenses 2019: $8,098,698Net Income 2019: $245,6932019Revenue 2020: $9,432,182Expenses 2020: $8,226,907Net Income 2020: $1,205,2752020Revenue 2021: $9,089,142Expenses 2021: $8,997,549Net Income 2021: $91,5932021Revenue 2022: $9,224,927Expenses 2022: $9,756,349Net Income 2022: -$531,4222022Revenue 2023: $9,542,800Expenses 2023: $9,561,735Net Income 2023: -$18,9352023Revenue 2024: $10,104,631Expenses 2024: $11,125,191Net Income 2024: -$1,020,5602024

Highlighted filing

2017

Revenue$7,923,191
Expenses$7,280,920
Net Income$642,271
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$7,923,191
Mission and Program Overview

Mission

The trust was established to provide health and welfare benefits to public employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,447,956$3,059,137▲ $611,181
Accounts Receivable$2,820$4,971▲ $2,151
Total Assets$2,450,776$3,064,108▲ $613,332
Liabilities
Other Liabilities$647,665$588,265▼ $59,400
Accounts Payable and Accrued Expenses$27,067$57,528▲ $30,461
Total Liabilities$674,732$645,793▼ $28,939
Net Assets / Fund Balance
Unrestricted Net Assets$1,776,044$2,418,315▲ $642,271
Total Net Assets Fund Balance$1,776,044$2,418,315▲ $642,271
Total Liabilities and Net Assets / Fund Balance$2,450,776$3,064,108▲ $613,332
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dan KivettChair
Laura KogerCo-chair
Alejandro AlvarezMember
Bernie CavanaghMember
Denise JensenMember
Donna StriebyMember
Hal LonganMember
Jane ShultsMember
John VigrassMember
Rachelle SasserMember
Theresa SteinbronerMember
Karen WinklerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,911,034
Investment Income
$11,732
Other Revenue
$425
Change in Net Assets
$642,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,923,191
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,923,191
Total Revenue per Form 990
$7,923,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,280,920
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
Other Expenses$6,659,545--$6,659,545
Fees for Services Other$565,744$43,578-$609,322
Travel-$9,616-$9,616
Insurance-$2,437-$2,437
Total Functional Expenses$7,225,289$55,631$0$7,280,920

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,280,920
Total Expenses per Audited Statements$7,280,920
Total Expenses per Form 990$7,280,920
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liability for Open Claims$521,704
Equity Distribution$33,560
Estimated Liability for Administrati$33,001
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has nine members consisting of california schooldistricts,community college districts and rop.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 - a copy of the form 990 is provided to the governing board for approval, before it is submitted ot the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and form 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Coalition for Controlling Insurance
EIN
80-6028938
Phone
3132120363
Address
2355 CRENSHAW BLVD 200, TORRANCE, CA 90501-3325

Signing Officer

Name
Dan Kivett
Title
Chair
Phone
3132120363
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Kivett
Formed
2004
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fin 48 footnote: us gaap requires management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The trust has evaluated its tax positions and has concluded that as of june 30, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The trust files informational returns in the u.s. Federal jurisdiction and the state of california and is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The statute of limitations for federal purposes is generally three years and for california, four years.”

Raw XML Appendix366 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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IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07923191
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 FOOTNOTE: US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS GENERALLY THREE YEARS AND FOR CALIFORNIA, FOUR YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07280920
IRS990ScheduleD/TotalLiabilityAmt0588265
IRS990ScheduleD/TotalRevenuePerForm990Amt07923191
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07923191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07280920
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NINE MEMBERS CONSISTING OF CALIFORNIA SCHOOLDISTRICTS,COMMUNITY COLLEGE DISTRICTS AND ROP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990 - A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR APPROVAL, BEFORE IT IS SUBMITTED OT THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt03064108
IRS990/TotalAssetsGrp/BOYAmt02450776
IRS990/TotalAssetsGrp/EOYAmt03064108
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055631
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07225289
IRS990/TotalFunctionalExpensesGrp/TotalAmt07280920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0674732
IRS990/TotalLiabilitiesEOYAmt0645793
IRS990/TotalLiabilitiesGrp/BOYAmt0674732
IRS990/TotalLiabilitiesGrp/EOYAmt0645793
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01776044
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02418315
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07225289
IRS990/TotalProgramServiceRevenueAmt07911034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011732
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07911459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07923191
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02450776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03064108
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt09616
IRS990/TravelGrp/TotalAmt09616
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01776044
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IRS990/USAddress/ZIPCd090501
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN KIVETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03132120363
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION FOR CONTROLLING INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IN CALIF SCHOOLS HEALTH & WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0COAL
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0669019876132CF02A3CE857AA350DFB9D4DE5902
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD1900FDA603065F476E18D02785DCCAF112DACF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:21:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON CPA
ReturnHeader/ReturnTs02018-05-10T17:22:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,064,108
Liabilities
$645,793
Net assets
$2,418,315
Revenue
$7,923,191
Expenses
$7,280,920
Net income
$642,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.98$2.69$10.1$11.1$1.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.75$3.71$9.54$9.56$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.78$3.73$9.22$9.76$0.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.74$4.25$9.09$9.00$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.55$4.33$9.43$8.23$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.67$3.02$8.34$8.10$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.58$2.86$7.70$7.30$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.65$2.42$7.92$7.28$0.64
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.67$1.78$7.96$7.58$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.54$1.39$7.05$6.48$0.58
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.42$0.81$5.32$5.35$0.02
2013Summary only. Only limited summary data is available for this year.$1.38$0.54$0.84$10.2$9.97$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.47$0.61$9.87
2011Summary only. Only limited summary data is available for this year.$0.95$0.49$0.46$9.81$9.68$0.13