Civic Intelligence

Western Regional Master Builders Assn

990 • Fiscal year 2019 • EIN 95-3462393

Oct 01, 2018 to Sep 30, 2019 • Filed on Dec 18, 2019

Organization ProfileN/A
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

32nd percentile

0.12x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

3.33x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Net Margin

5th percentile

-25%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$141,900

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 68.0% of source-year revenue.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Asset Growth

46th percentile

5.3%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-8.6%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$5,960,542

Up $298,934 (+5.3%) from 2018

Net Assets

Down

$5,265,846

Down $52,074 (-1.0%) from 2018

Liabilities

Up

$694,696

Up $351,008 (+102%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Down

$208,657

Down $19,600 (-8.6%) from 2018

Expenses

Down

$260,731

Down $13,677 (-5.0%) from 2018

Net Income

Down

-$52,074

Down $5,923 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2019

Assets$5,960,542
Liabilities$694,696
Net Assets$5,265,846
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

2019

Revenue$208,657
Expenses$260,731
Net Income-$52,074
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$208,657
Mission and Program Overview

Mission

Promote injury and accident prevention in the Construction Industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,425,027$5,733,972▲ $308,945
Rtn Earn Endowment Incm Other Fnds$5,317,920$5,265,846▼ $52,074
Cash and Non-Interest-Bearing Accounts$236,581$226,569▼ $10,012
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$5,661,608$5,960,542▲ $298,934
Other Assets Total-$1-
Liabilities
Other Liabilities$343,688$694,696▲ $351,008
Total Liabilities$343,688$694,696▲ $351,008
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,317,920$5,265,846▼ $52,074
Total Liabilities and Net Assets / Fund Balance$5,661,608$5,960,542▲ $298,934
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nicole MadisonEx.VP/sec/treasFT$141,900$141,900

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
$8,100
Investment Income
$200,557
Other Revenue
$0
Change in Net Assets
$-52,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,280
Other Expenses$84,451
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---$141,900
Insurance-$34,426-$34,426
Pension Plan Contributions---$25,000
Occupancy-$21,497-$21,497
Payroll Taxes---$9,380
Travel-$7,423-$7,423
All Other Expenses-$3,115-$3,115
Fees for Services Legal---$2,640
Other Expenses$2,648$2,306-$2,306
Office Expenses-$1,207-$1,207
Conferences and Meetings$1,000--$1,000
Advertising-$285-$285
Total Functional Expenses$3,648$78,163$0$260,731
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)$694,696
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
2019-12-18
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Wealth Management Group
Address
12501 Seal Beach Blvd Ste 255, Seal Beach, CA 90740
Preparer
Veronica E Wells CPA
Phone
5624930031
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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/TotLiabNetAssetsFundBalanceGrp/BOYAmt05661608
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05960542
IRS990/TravelGrp/ManagementAndGeneralAmt07423
IRS990/TravelGrp/TotalAmt07423
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE MADISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EX.VP/SEC/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-18
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/PreparerFirmEIN0263958817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Management Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012501 Seal Beach Blvd Ste 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seal Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090740
ReturnHeader/PreparerPersonGrp/PhoneNum05624930031
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Veronica E Wells CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-18T15:13:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,960,542
Liabilities
$694,696
Net assets
$5,265,846
Revenue
$208,657
Expenses
$260,731
Net income
-$52,074
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.65$5.20$0.24$0.30$0.06
2019Detailed filing. Detailed filing data is available for this year.$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. 2019 filings • 501(c)6 • $5M-$10M nonprofits