Civic Intelligence

Western Regional Master Builders Assn

990 • Fiscal year 2020 • EIN 95-3462393

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 04, 2020

10701 Los Alamitos Blvd Ste 200Los Alamitos, CA 90720

(562) 296-8774

Siviq Scores

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

Liabilities / Assets

34th percentile

0.11x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

2.66x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

9th percentile

-25%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$167,700

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 69.0% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

17%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,851,924

Down $108,618 (-1.8%) from 2019

Net Assets

Down

$5,204,603

Down $61,243 (-1.2%) from 2019

Liabilities

Down

$647,321

Down $47,375 (-6.8%) from 2019

Revenue

Up

$243,102

Up $34,445 (+17%) from 2019

Expenses

Up

$304,345

Up $43,614 (+17%) from 2019

Net Income

Down

-$61,243

Down $9,169 (-18%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,430,186Liabilities 2011: $0Net Assets 2011: $5,430,1862011Assets 2012: $5,424,313Liabilities 2012: $0Net Assets 2012: $5,424,3132012Assets 2013: $5,414,815Liabilities 2013: $0Net Assets 2013: $5,414,8152013Assets 2014: $5,427,055Liabilities 2014: $0Net Assets 2014: $5,427,0552014Assets 2015: $5,412,961Liabilities 2015: $0Net Assets 2015: $5,412,9612015Assets 2016: $5,415,521Liabilities 2016: $0Net Assets 2016: $5,415,5212016Assets 2017: $5,830,458Liabilities 2017: $466,387Net Assets 2017: $5,364,0712017Assets 2018: $5,661,608Liabilities 2018: $343,688Net Assets 2018: $5,317,9202018Assets 2019: $5,960,542Liabilities 2019: $694,696Net Assets 2019: $5,265,8462019Assets 2020: $5,851,924Liabilities 2020: $647,321Net Assets 2020: $5,204,6032020Assets 2021: $5,903,347Liabilities 2021: $733,547Net Assets 2021: $5,169,8002021Assets 2022: $5,206,513Liabilities 2022: $1Net Assets 2022: $5,206,5122022Assets 2023: $5,228,484Liabilities 2023: $0Net Assets 2023: $5,228,4842023Assets 2024: $5,273,885Liabilities 2024: $0Net Assets 2024: $5,273,8852024Assets 2025: $5,269,998Liabilities 2025: $0Net Assets 2025: $5,269,9982025

Highlighted filing

2020

Assets$5,851,924
Liabilities$647,321
Net Assets$5,204,603

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $231,118Expenses 2011: $232,391Net Income 2011: -$1,2732011Revenue 2012: $266,989Expenses 2012: $272,862Net Income 2012: -$5,8732012Expenses 2013: $253,9182013Revenue 2014: $239,284Expenses 2014: $227,044Net Income 2014: $12,2402014Revenue 2015: $233,745Expenses 2015: $247,839Net Income 2015: -$14,0942015Revenue 2016: $226,207Expenses 2016: $223,647Net Income 2016: $2,5602016Revenue 2017: $216,177Expenses 2017: $267,627Net Income 2017: -$51,4502017Revenue 2018: $228,257Expenses 2018: $274,408Net Income 2018: -$46,1512018Revenue 2019: $208,657Expenses 2019: $260,731Net Income 2019: -$52,0742019Revenue 2020: $243,102Expenses 2020: $304,345Net Income 2020: -$61,2432020Revenue 2021: $254,740Expenses 2021: $289,543Net Income 2021: -$34,8032021Revenue 2022: $318,906Expenses 2022: $282,194Net Income 2022: $36,7122022Revenue 2023: $322,607Expenses 2023: $300,635Net Income 2023: $21,9722023Revenue 2024: $347,856Expenses 2024: $302,455Net Income 2024: $45,4012024Revenue 2025: $309,665Expenses 2025: $313,552Net Income 2025: -$3,8872025

Highlighted filing

2020

Revenue$243,102
Expenses$304,345
Net Income-$61,243
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 4, 2020
Return Version
2019v5.0
Gross Receipts
$243,102
Mission and Program Overview

Mission

Promote injury and accident prevention in the Construction Industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,733,972$5,703,678▼ $30,294
Rtn Earn Endowment Incm Other Fnds$5,265,846$5,204,603▼ $61,243
Cash and Non-Interest-Bearing Accounts$226,569$148,246▼ $78,323
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$5,960,542$5,851,924▼ $108,618
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$694,696$647,321▼ $47,375
Total Liabilities$694,696$647,321▼ $47,375
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,265,846$5,204,603▼ $61,243
Total Liabilities and Net Assets / Fund Balance$5,960,542$5,851,924▼ $108,618
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nicole MadisonEx.VP/sec/treasFT$167,700$167,700

Board Members and Trustees

NameTitle
Dennis SheehyDirector
Eddie KeskyDirector
Jeff ZwiepDirector
Vince LeoneDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,250
Investment Income
$238,852
Other Revenue
$0
Change in Net Assets
$-61,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$204,325
Other Expenses$100,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$167,700-$167,700
Insurance-$39,662-$39,662
Occupancy-$26,153-$26,153
Pension Plan Contributions-$25,000-$25,000
Payroll Taxes-$11,625-$11,625
Travel-$9,595-$9,595
All Other Expenses-$3,336-$3,336
Other Expenses$2,907$2,885-$2,885
Fees for Services Accounting-$2,800-$2,800
Office Expenses-$2,069-$2,069
Conferences and Meetings$750--$750
Advertising-$236-$236
Total Functional Expenses$3,657$300,688$0$304,345
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Market Fluctuations (unrealized)$647,321
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Western Regional Master Builders Assn
EIN
95-3462393
Phone
5622968774
Address
10701 LOS ALAMITOS BLVD STE 200, LOS ALAMITOS, CA 90720

Signing Officer

Name
Nicole Madison
Title
Ex.VP/sec/treas
Signed
2020-12-04
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Ronee Wells CPA
Address
19900 Beach Blvd Ste D, Huntington Beach, CA 92648
Preparer
Veronica E Wells CPA
Phone
7143692308
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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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IRS990/TotalReportableCompFromOrgAmt0167700
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0243102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243102
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05960542
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05851924
IRS990/TravelGrp/ManagementAndGeneralAmt09595
IRS990/TravelGrp/TotalAmt09595
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt010701 LOS ALAMITOS BLVD STE 200
IRS990/USAddress/CityNm0LOS ALAMITOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090720
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE MADISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EX.VP/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN REGIONAL MASTER BUILDERS ASSN
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0953462393
ReturnHeader/Filer/PhoneNum05622968774
ReturnHeader/Filer/USAddress/AddressLine1Txt010701 LOS ALAMITOS BLVD STE 200
ReturnHeader/Filer/USAddress/CityNm0LOS ALAMITOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461979082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronee Wells CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019900 Beach Blvd Ste D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum07143692308
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Veronica E Wells CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-04T15:36:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$0.31$0.31$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.00$5.27$0.35$0.30$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.32$0.30$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.32$0.28$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.73$5.17$0.25$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.65$5.20$0.24$0.30$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.69$5.27$0.21$0.26$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.34$5.32$0.23$0.27$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$0.47$5.36$0.22$0.27$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.23$0.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.23$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.24$0.23$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.25
2012Summary only. Only limited summary data is available for this year.$5.42$0.00$5.42$0.27$0.27$0.01
2011Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$0.23$0.23$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $5M-$10M nonprofits