Civic Intelligence

Plumbing-Heating-Cooling Contractors of Alameda and Contra Costa Counties

990 • Fiscal year 2017 • EIN 94-0661875

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 07, 2018

135 Lindbergh Ave Ste CLivermore, CA 94551-9341

(925) 455-4188

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

33rd percentile

-0.6%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

45th percentile

3.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

2.8%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$667,010

Up $20,688 (+3.2%) from 2016

Net Assets

Up

$667,010

Up $20,688 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$227,567

Up $6,232 (+2.8%) from 2016

Expenses

Up

$228,914

Up $18,998 (+9.1%) from 2016

Net Income

Down

-$1,347

Down $12,766 (-112%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $513,037Liabilities 2012: $7,272Net Assets 2012: $505,7652012Assets 2013: $524,510Liabilities 2013: $0Net Assets 2013: $524,5102013Assets 2014: $584,420Liabilities 2014: $0Net Assets 2014: $584,4202014Assets 2015: $620,730Liabilities 2015: $0Net Assets 2015: $620,7302015Assets 2016: $646,322Liabilities 2016: $0Net Assets 2016: $646,3222016Assets 2017: $667,010Liabilities 2017: $0Net Assets 2017: $667,0102017Assets 2018: $698,116Liabilities 2018: $0Net Assets 2018: $698,1162018Assets 2019: $697,154Liabilities 2019: $42Net Assets 2019: $697,1122019Assets 2020: $709,629Liabilities 2020: $34,774Net Assets 2020: $674,8552020Assets 2021: $787,525Liabilities 2021: $13,577Net Assets 2021: $773,9482021Assets 2022: $656,729Liabilities 2022: $9,405Net Assets 2022: $647,3242022Assets 2023: $645,461Liabilities 2023: $1,056Net Assets 2023: $644,4052023Assets 2024: $673,881Liabilities 2024: $1,058Net Assets 2024: $672,8232024Assets 2025: $730,660Liabilities 2025: $75Net Assets 2025: $730,5852025

Highlighted filing

2017

Assets$667,010
Liabilities$0
Net Assets$667,010

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $160,7982012Expenses 2013: $172,4052013Revenue 2014: $240,824Expenses 2014: $176,446Net Income 2014: $64,3782014Revenue 2015: $234,971Expenses 2015: $197,180Net Income 2015: $37,7912015Revenue 2016: $221,335Expenses 2016: $209,916Net Income 2016: $11,4192016Revenue 2017: $227,567Expenses 2017: $228,914Net Income 2017: -$1,3472017Revenue 2018: $247,672Expenses 2018: $225,518Net Income 2018: $22,1542018Revenue 2019: $224,127Expenses 2019: $250,400Net Income 2019: -$26,2732019Revenue 2020: $211,211Expenses 2020: $243,321Net Income 2020: -$32,1102020Revenue 2021: $268,544Expenses 2021: $210,589Net Income 2021: $57,9552021Revenue 2022: $208,370Expenses 2022: $244,549Net Income 2022: -$36,1792022Revenue 2023: $209,101Expenses 2023: $236,518Net Income 2023: -$27,4172023Revenue 2024: $202,710Expenses 2024: $206,620Net Income 2024: -$3,9102024Revenue 2025: $235,236Expenses 2025: $205,352Net Income 2025: $29,8842025

Highlighted filing

2017

Revenue$227,567
Expenses$228,914
Net Income-$1,347
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 7, 2018
Return Version
2016v3.0
Gross Receipts
$307,763
Mission and Program Overview

Mission

NONE

SEE BELOW.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$646,322$667,010▲ $20,688
Investments Other Securities$321,138$398,494▲ $77,356
Land, Buildings, and Equipment, Net$215,319$206,078▼ $9,241
Cash and Non-Interest-Bearing Accounts$98,333$55,916▼ $42,417
Accounts Receivable$11,530$6,522▼ $5,008
Prepaid Expenses and Deferred Charges$2--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$646,322$667,010▲ $20,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$646,322$667,010▲ $20,688
Total Liabilities and Net Assets / Fund Balance$646,322$667,010▲ $20,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$206,078$154,318$360,396
Other Land Buildings$0$31,811$31,811
Other Securities$40,534--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff GreerPresident
Steve RiversVice President
Brian BristolDirector
Rachel StroupAssociate Member
Steve FergusonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,560
Program Service Revenue
$212,316
Investment Income
$10,803
Other Revenue
$-1,112
Change in Net Assets
$-1,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,921
Salaries, Compensation, and Employee Benefits$91,918
Grants and Similar Amounts Paid$75
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$51,269
Other Salaries and Wages---$17,280
All Other Expenses---$13,695
Office Expenses---$13,230
Conferences and Meetings---$11,455
Other Employee Benefits---$10,902
Other Expenses---$10,864
Occupancy---$9,905
Depreciation Depletion---$9,241
Pension Plan Contributions---$6,500
Fees for Services Other---$6,492
Payroll Taxes---$5,967
Insurance---$3,201
Fees for Services Accounting---$1,733
Information Technology---$1,340
Travel---$1,200
Grants to Domestic Orgs---$75
Total Functional Expenses$0$0$0$228,914
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,856
Fundraising Gross Income$23,744
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Party$8,560$8,560$7,956$604
Casino Nite$5,942$1,302$3,646$-2,344
Total Events$29,304$23,744$24,856$-1,112
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 B, Line 11B

A review will be conducted by the secretary.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Plumbing-heating-cooling Contractors of
EIN
94-0661875
Phone
9254554188
Address
135 LINDBERGH AVE STE C, LIVERMORE, CA 94551-9341

Signing Officer

Name
Steve Ferguson
Title
President
Phone
9254554188
Signed
2018-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Ferguson
Formed
1937
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
7
Volunteers
0

Preparer

Firm
The Gael Knight Company
Address
3150 ALMADEN EXPY SUITE 103, SAN JOSE, CA 95118
Preparer
The Gael Knight Company
Phone
4082673105
Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A REVIEW WILL BE CONDUCTED BY THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05560
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0646322
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0667010
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0212316
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-1112
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0223119
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227567
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0646322
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667010
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01200
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0135 LINDBERGH AVE STE C
IRS990/USAddress/CityNm0LIVERMORE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0945519341
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PHCCACCC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09254554188
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBING-HEATING-COOLING CONTRACTORS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALAMEDA AND CONTRA COSTA COUNTIES
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0940661875
ReturnHeader/Filer/PhoneNum09254554188
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 LINDBERGH AVE STE C
ReturnHeader/Filer/USAddress/CityNm0LIVERMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945519341
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3E0D8B59863FF374114D2B88664A43EF200C0BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3E0D8B59863FF374114D2B88664A43EF200C0BE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.204.16.162
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:42:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474256081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE GAEL KNIGHT COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03150 ALMADEN EXPY SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095118
ReturnHeader/PreparerPersonGrp/PhoneNum04082673105
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THE GAEL KNIGHT COMPANY
ReturnHeader/ReturnTs02018-03-01T18:31:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$2.35$2.05$0.30
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.01$6.73$2.03$2.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.45$0.01$6.44$2.09$2.37$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.09$6.47$2.08$2.45$0.36
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.14$7.74$2.69$2.11$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.10$0.35$6.75$2.11$2.43$0.32
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$2.24$2.50$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$2.48$2.26$0.22
2017Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$2.28$2.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$2.21$2.10$0.11
2015Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$2.35$1.97$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$2.41$1.76$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.00$5.25$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.07$5.06$1.61
Peer Organizations

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