Civic Intelligence

Coalition for Controlling Insurance in Calif Schools Health & Welfare

990 • Fiscal year 2020 • EIN 80-6028938

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

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

69th percentile

0.11x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.06x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

89th percentile

32%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

13%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$4,874,091

Up $1,177,920 (+32%) from 2019

Net Assets

Up

$4,325,268

Up $1,303,976 (+43%) from 2019

Liabilities

Down

$548,823

Down $126,056 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Up

$9,432,182

Up $1,087,791 (+13%) from 2019

Expenses

Up

$8,226,907

Up $128,209 (+1.6%) from 2019

Net Income

Up

$1,205,275

Up $959,582 (+391%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2020

Assets$4,874,091
Liabilities$548,823
Net Assets$4,325,268
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$9,432,182
Expenses$8,226,907
Net Income$1,205,275
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$9,432,182
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$3,677,226$4,762,608▲ $1,085,382
Accounts Receivable$18,945$111,483▲ $92,538
Total Assets$3,696,171$4,874,091▲ $1,177,920
Liabilities
Other Liabilities$633,530$534,829▼ $98,701
Accounts Payable and Accrued Expenses$41,349$13,994▼ $27,355
Total Liabilities$674,879$548,823▼ $126,056
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,021,292$4,325,268▲ $1,303,976
Total Net Assets Fund Balance$3,021,292$4,325,268▲ $1,303,976
Total Liabilities and Net Assets / Fund Balance$3,696,171$4,874,091▲ $1,177,920
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Laura KogerChair
Teresa SteinbronerCo-chair
Bernie CavanaghMember
Billie Joe WrightMember
John VigrassMember
Robert ChaconMember
Roy MongeSecretary
Gladys KershallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Dental ServiceAdministrative FeesPO BOX 44460, San Francisco, CA 94144-0460$427,967
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,392,075
Investment Income
$37,703
Other Revenue
$2,404
Change in Net Assets
$1,205,275

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,432,182
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,432,182
Total Revenue per Form 990
$9,432,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,121,963
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---$7,104,944
Fees for Services Other---$488,183
Other Expenses---$426,598
Fees for Services Management---$145,635
Fees for Services Accounting---$43,700
Travel---$14,795
Insurance---$2,416
Office Expenses---$415
Fees for Services Legal---$221
Total Functional Expenses$0$0$0$8,226,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,226,907
Total Expenses per Form 990$8,226,907
Total Expenses per Audited Statements$8,128,206
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-98,701
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$473,999
Equity Distribution$33,560
Estimated Liability for Administrati$27,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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
Roy Monge
Title
Secretary
Phone
3132120363
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roy Monge
Formed
2004
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

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 7,388. Benefit (provision) for estimated open claims 91,313.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Provision (benefit) for administrative run-off -7,388. Provision (benefit) for estimated open claims -91,313.”

Raw XML Appendix347 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/Form990PartVIISectionAGrp/PersonNm0LAURA KOGER
IRS990/Form990PartVIISectionAGrp/PersonNm1TERESA STEINBRONER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROY MONGE
IRS990/Form990PartVIISectionAGrp/PersonNm3GLADYS KERSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm4BILLIE JOE WRIGHT
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IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN VIGRASS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0NET POSITION FUNDING
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033560
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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/RevenueSubtotalAmt09432182
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVISION (BENEFIT) FOR ADMINISTRATIVE RUN-OFF -7,388. PROVISION (BENEFIT) FOR ESTIMATED OPEN CLAIMS -91,313.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt0534829
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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/ExplanationTxt3THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
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 7,388. BENEFIT (PROVISION) FOR ESTIMATED OPEN CLAIMS 91,313.
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:
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09392075
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
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ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,874,091
Liabilities
$548,823
Net assets
$4,325,268
Revenue
$9,432,182
Expenses
$8,226,907
Net income
$1,205,275
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
2020Detailed filing. Detailed filing data is available for this year.$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
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