Civic Intelligence

Coalition for Controlling Insurance in Calif Schools Health & Welfare

990 • Fiscal year 2019 • EIN 80-6028938

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 27, 2020

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

74th percentile

0.18x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.08x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

49th percentile

7.4%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

8.4%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,696,171

Up $254,732 (+7.4%) from 2018

Net Assets

Up

$3,021,292

Up $163,272 (+5.7%) from 2018

Liabilities

Up

$674,879

Up $91,460 (+16%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin49th percentile

Revenue

Up

$8,344,391

Up $644,100 (+8.4%) from 2018

Expenses

Up

$8,098,698

Up $800,956 (+11%) from 2018

Net Income

Down

$245,693

Down $156,856 (-39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2019

Assets$3,696,171
Liabilities$674,879
Net Assets$3,021,292
Open 2019 Filing

Operations Trend

Revenue Growth64th 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

2019

Revenue$8,344,391
Expenses$8,098,698
Net Income$245,693
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 27, 2020
Return Version
2018v3.1
Gross Receipts
$8,344,391
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$3,427,227$3,677,226▲ $249,999
Accounts Receivable$14,212$18,945▲ $4,733
Total Assets$3,441,439$3,696,171▲ $254,732
Liabilities
Other Liabilities$551,109$633,530▲ $82,421
Accounts Payable and Accrued Expenses$32,310$41,349▲ $9,039
Total Liabilities$583,419$674,879▲ $91,460
Net Assets / Fund Balance
Unrestricted Net Assets$2,858,020$3,021,292▲ $163,272
Total Net Assets Fund Balance$2,858,020$3,021,292▲ $163,272
Total Liabilities and Net Assets / Fund Balance$3,441,439$3,696,171▲ $254,732
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dan KivettChair
Laura KogerCo-chair
Alejandro AlvarezMember
Bernie CavanaghMember
Billie Joe WrightMember
Donna StriebyMember
Hal LonganMember
Rachelle SasserMember
Theresa SteinbronerMember
Denise JensenSecretary
Karen WinklerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Dental ServiceAdministrative FeesPO BOX 44460, San Francisco, CA 94144-0460$376,504
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,295,503
Investment Income
$44,606
Other Revenue
$4,282
Change in Net Assets
$245,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,344,391
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,344,391
Total Revenue per Form 990
$8,344,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$681,858
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---$7,416,840
Fees for Services Other---$499,378
Fees for Services Management---$119,896
Fees for Services Accounting---$43,700
Travel---$14,660
Insurance---$2,416
Office Expenses---$1,808
Total Functional Expenses$0$0$0$8,098,698

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,181,119
Expenses per Audited Statements$8,098,698
Total Expenses per Form 990$8,098,698
Expenses Not Reported on Form 990$82,421
Expenses Not Reported on Financial Statements$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$565,312
Estimated Liability for Administrati$34,658
Equity Distribution$33,560
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Keenan & associates is the third party administrator.”

Form 990, Part VI, Section A, Line 6

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

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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 to 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
Laura Koger
Title
Chair
Phone
3132120363
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Koger
Formed
2004
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Benefit (provision) for administrative run-off -4,664. Benefit (provision) for estimated open claims -77,757.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Provision (benefit) for administrative run-off 4,664. Provision (benefit) for estimated open claims 77,757.”

Raw XML Appendix368 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.

Path#Value
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EQUITY DISTRIBUTION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED LIABILITY FOR ADMINISTRATI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESTIMATED LIABILITY FOR OPEN CLAIMS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08344391
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVISION (BENEFIT) FOR ADMINISTRATIVE RUN-OFF 4,664. PROVISION (BENEFIT) FOR ESTIMATED OPEN CLAIMS 77,757.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08098698
IRS990ScheduleD/TotalLiabilityAmt0633530
IRS990ScheduleD/TotalRevenuePerForm990Amt08344391
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08344391
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08181119
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEENAN & ASSOCIATES IS THE THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TEN MEMBERS CONSISTING OF CALIFORNIA SCHOOL DISTRICTS, COMMUNITY COLLEGE DISTRICTS AND ROP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S PROCESS TO REVIEW FORM 990 - A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR APPROVAL, BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BENEFIT (PROVISION) FOR ADMINISTRATIVE RUN-OFF -4,664. BENEFIT (PROVISION) FOR ESTIMATED OPEN CLAIMS -77,757.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03441439
IRS990/TotalAssetsEOYAmt03696171
IRS990/TotalAssetsGrp/BOYAmt03441439
IRS990/TotalAssetsGrp/EOYAmt03696171
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08098698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0583419
IRS990/TotalLiabilitiesEOYAmt0674879
IRS990/TotalLiabilitiesGrp/BOYAmt0583419
IRS990/TotalLiabilitiesGrp/EOYAmt0674879
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02858020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03021292
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08098698
IRS990/TotalProgramServiceRevenueAmt08295503
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08299785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08344391
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03441439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03696171
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014660
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02858020
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03021292
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02355 CRENSHAW BLVD 200
IRS990/USAddress/CityNm0TORRANCE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0905013325
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KOGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03132120363
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION FOR CONTROLLING INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0IN CALIF SCHOOLS HEALTH & WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0806028938
ReturnHeader/Filer/PhoneNum03132120363
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ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:14:58
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/PreparationDt02020-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02020-05-22T15:52:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,696,171
Liabilities
$674,879
Net assets
$3,021,292
Revenue
$8,344,391
Expenses
$8,098,698
Net income
$245,693
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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