Civic Intelligence

Ca Energy & Infrastructure Labor Management Cooperation Trust

990 • Fiscal year 2023 • EIN 83-4243859

Jun 01, 2022 to May 31, 2023 • Filed on Apr 12, 2024

Organization ProfileN/A
1231 I Street 302Sacramento, CA 95814

(916) 443-3302

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

47%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

92%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,500,181

Up $407,237 (+13%) from 2022

Net Assets

Up

$3,488,181

Up $415,737 (+14%) from 2022

Liabilities

Down

$12,000

Down $8,500 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$878,705

Up $420,601 (+92%) from 2022

Expenses

Down

$462,968

Down $353,535 (-43%) from 2022

Net Income

Up

$415,737

Up $774,136 (+216%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $2,757,969Liabilities 2020: $15,000Net Assets 2020: $2,742,9692020Assets 2021: $3,457,343Liabilities 2021: $26,500Net Assets 2021: $3,430,8432021Assets 2022: $3,092,944Liabilities 2022: $20,500Net Assets 2022: $3,072,4442022Assets 2023: $3,500,181Liabilities 2023: $12,000Net Assets 2023: $3,488,1812023Assets 2024: $6,468,355Liabilities 2024: $0Net Assets 2024: $6,468,3552024

Highlighted filing

2023

Assets$3,500,181
Liabilities$12,000
Net Assets$3,488,181
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $2,801,049Expenses 2020: $58,080Net Income 2020: $2,742,9692020Revenue 2021: $760,610Expenses 2021: $137,972Net Income 2021: $622,6382021Revenue 2022: $458,104Expenses 2022: $816,503Net Income 2022: -$358,3992022Revenue 2023: $878,705Expenses 2023: $462,968Net Income 2023: $415,7372023Revenue 2024: $3,250,548Expenses 2024: $284,011Net Income 2024: $2,966,5372024

Highlighted filing

2023

Revenue$878,705
Expenses$462,968
Net Income$415,737
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$878,705
Mission and Program Overview

Mission

To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process and to study and explore ways of eliminating potential problems which reduce the competitiveness and inhibit the economic development of the oil refining and producing industry in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,919,691$1,924,418▲ $4,727
Cash and Non-Interest-Bearing Accounts$1,173,253$1,575,763▲ $402,510
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,092,944$3,500,181▲ $407,237
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$20,500$12,000▼ $8,500
Total Liabilities$20,500$12,000▼ $8,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,072,444$3,488,181▲ $415,737
Total Net Assets Fund Balance$3,072,444$3,488,181▲ $415,737
Total Liabilities and Net Assets / Fund Balance$3,092,944$3,500,181▲ $407,237
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
Tom BacaChairman
Andrew MeredithTrustee
Betsy BrienTrustee
Ermelinda MorettiTrustee
Scott FolwarkowTrustee
Steve KonigTrustee
Henry PereaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Digital Turf LLCDigital Advertising27 CLEAR BROOK CROSSING, Kennebunk, ME 04043-
Kma ConsultingTrust Administration253 CASCADE FALLS DRIVE, Folsom, CA 95360-
Revenue and Support

Revenue Composition

Contributions and Grants
$873,979
Program Service Revenue
$0
Investment Income
$3,845
Other Revenue
$881
All Other Contributions
$873,979
Change in Net Assets
$415,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$462,968
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
Fees for Services Other---$120,000
Fees for Services Legal---$39,108
Other Expenses---$300
Fees for Services Accounting---$200
Total Functional Expenses$0$0$0$462,968
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“A complete copy of the form 990 return is provided to the board of trustees for their review and comments before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Each trustee is required to complete a conflict of interest disclosure questionnaire annually. If a trustee has any conflict of interest, the trustee would need to recuse him or herself from consideration, discussion and decision making (including voting) regarding a conflict area.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
CA Energy & Infrastructure
EIN
83-4243859
Phone
9164433302
Address
1231 I STREET 302, SACRAMENTO, CA 95814

Signing Officer

Name
Tom Baca
Title
Chairman
Signed
2024-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Baca
Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
James J Fuchs CPA
Address
3004 Deodar Ave Ste B, Costa Mesa, CA 92626
Preparer
James J Fuchs
Phone
7145499544
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE FORM 990 RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENTS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ANNUALLY. IF A TRUSTEE HAS ANY CONFLICT OF INTEREST, THE TRUSTEE WOULD NEED TO RECUSE HIM OR HERSELF FROM CONSIDERATION, DISCUSSION AND DECISION MAKING (INCLUDING VOTING) REGARDING A CONFLICT AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James J Fuchs CPA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,500,181
Liabilities
$12,000
Net assets
$3,488,181
Revenue
$878,705
Expenses
$462,968
Net income
$415,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$3.25$0.28$2.97
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$0.88$0.46$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.07$0.46$0.82$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.03$3.43$0.76$0.14$0.62
2020Summary only. Only limited summary data is available for this year.$2.76$0.02$2.74$2.80$0.06$2.74
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00