Civic Intelligence

Bay Area Automotive Group Welfare Fund

990 • Fiscal year 2012 • EIN 94-6072964

Dec 01, 2011 to Nov 30, 2012 • Filed on Oct 08, 2013

Organization ProfileN/A

View Organization Page

4160 Dublin Boulevard No 40094568-7756
Siviq Scores

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

Liabilities / Assets

80th percentile

0.31x

Higher debt load relative to assets than 80% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

9th percentile

-17%

Faster asset growth than 9% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$16,359,178

Down $3,420,799 (-17%) from 2011

Net Assets

Down

$11,337,294

Down $2,920,875 (-20%) from 2011

Liabilities

Down

$5,021,884

Down $499,924 (-9.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,756,554

Up $1,229,886 (+3.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$40M$30M$20M$10M$0Assets 2010: $20,868,315Liabilities 2010: $4,664,812Net Assets 2010: $16,203,5032010Assets 2011: $19,779,977Liabilities 2011: $5,521,808Net Assets 2011: $14,258,1692011Assets 2012: $16,359,178Liabilities 2012: $5,021,884Net Assets 2012: $11,337,2942012Assets 2013: $16,511,199Liabilities 2013: $4,478,417Net Assets 2013: $12,032,7822013Assets 2014: $15,947,612Liabilities 2014: $4,571,630Net Assets 2014: $11,375,9822014Assets 2015: $15,077,175Liabilities 2015: $4,286,112Net Assets 2015: $10,791,0632015Assets 2016: $14,799,378Liabilities 2016: $4,244,005Net Assets 2016: $10,555,3732016Assets 2017: $14,376,398Liabilities 2017: $4,088,139Net Assets 2017: $10,288,2592017Assets 2018: $18,652,258Liabilities 2018: $5,030,408Net Assets 2018: $13,621,8502018Assets 2019: $21,304,283Liabilities 2019: $4,738,838Net Assets 2019: $16,565,4452019Assets 2020: $20,802,914Liabilities 2020: $3,275,699Net Assets 2020: $17,527,2152020Assets 2021: $24,861,126Liabilities 2021: $4,492,702Net Assets 2021: $20,368,4242021Assets 2022: $26,673,002Liabilities 2022: $5,579,293Net Assets 2022: $21,093,7092022Assets 2023: $30,352,555Liabilities 2023: $5,362,921Net Assets 2023: $24,989,6342023Assets 2024: $35,090,419Liabilities 2024: $7,099,614Net Assets 2024: $27,990,8052024

Highlighted filing

2012

Assets$16,359,178
Liabilities$5,021,884
Net Assets$11,337,294
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $30,856,4572010Expenses 2011: $34,526,6682011Expenses 2012: $35,756,5542012Expenses 2013: $28,417,0102013Revenue 2014: $31,445,923Expenses 2014: $32,160,791Net Income 2014: -$714,8682014Revenue 2015: $33,461,744Expenses 2015: $33,997,398Net Income 2015: -$535,6542015Revenue 2016: $31,702,043Expenses 2016: $31,956,423Net Income 2016: -$254,3802016Revenue 2017: $33,631,707Expenses 2017: $34,047,699Net Income 2017: -$415,9922017Revenue 2018: $42,318,551Expenses 2018: $38,868,406Net Income 2018: $3,450,1452018Revenue 2019: $43,725,551Expenses 2019: $41,015,994Net Income 2019: $2,709,5572019Revenue 2020: $34,588,592Expenses 2020: $33,777,433Net Income 2020: $811,1592020Revenue 2021: $35,240,858Expenses 2021: $32,580,611Net Income 2021: $2,660,2472021Revenue 2022: $42,988,498Expenses 2022: $40,338,320Net Income 2022: $2,650,1782022Revenue 2023: $47,629,618Expenses 2023: $44,058,396Net Income 2023: $3,571,2222023Revenue 2024: $51,502,039Expenses 2024: $49,194,828Net Income 2024: $2,307,2112024

Highlighted filing

2012

Revenue-
Expenses$35,756,554
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Oct 8, 2013
Return Version
2011v1.5
Gross Receipts
$37,375,158
Mission and Program Overview

Mission

To provide health benefits to eligible participants and dependents.

Filing and Contact Details

Filer

EIN
94-6072964
Raw XML AppendixShowing 400 of 405 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/Form990ScheduleDPartXIV/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT, AS OF NOVEMBER 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN BENEFIT OBLIGATIONS
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC., TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3AT LEAST ONCE A YEAR, TRUSTEES AND OTHER INDIVIDUALS WHO ARE SUBJECT TO THE CONFLICT ON INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO THE CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO PARTICIPATING IN ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 238,489.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF NOVEMBER 30, 2012, THERE ARE APPROXIMATELY 120 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R, SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCHEDULE R.
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,359,178
Liabilities
$5,021,884
Net assets
$11,337,294
Revenue
-
Expenses
$35,756,554
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.1$7.10$28.0$51.5$49.2$2.31
2023Detailed filing. Detailed filing data is available for this year.$30.4$5.36$25.0$47.6$44.1$3.57
2022Detailed filing. Detailed filing data is available for this year.$26.7$5.58$21.1$43.0$40.3$2.65
2021Detailed filing. Detailed filing data is available for this year.$24.9$4.49$20.4$35.2$32.6$2.66
2020Detailed filing. Detailed filing data is available for this year.$20.8$3.28$17.5$34.6$33.8$0.81
2019Detailed filing. Detailed filing data is available for this year.$21.3$4.74$16.6$43.7$41.0$2.71
2018Detailed filing. Detailed filing data is available for this year.$18.7$5.03$13.6$42.3$38.9$3.45
2017Detailed filing. Detailed filing data is available for this year.$14.4$4.09$10.3$33.6$34.0$0.42
2016Detailed filing. Detailed filing data is available for this year.$14.8$4.24$10.6$31.7$32.0$0.25
2015Detailed filing. Detailed filing data is available for this year.$15.1$4.29$10.8$33.5$34.0$0.54
2014Detailed filing. Detailed filing data is available for this year.$15.9$4.57$11.4$31.4$32.2$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$4.48$12.0$28.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$5.02$11.3$35.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$5.52$14.3$34.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$4.66$16.2$30.9