Civic Intelligence

Monfric Inc Employee Benefit Plan

990EZ • Fiscal year 2017 • EIN 95-3756748

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 10, 2018

Organization ProfileN/A
1915 Morena BlvdSan Diego, CA 92110-3555

(619) 276-6271

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

3.0%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

235%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$7,718

Up $5,415 (+235%) from 2016

Net Assets

Up

$7,718

Up $5,415 (+235%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin57th percentile

Revenue

Up

$183,000

Up $88,000 (+93%) from 2016

Expenses

Up

$177,585

Up $77,666 (+78%) from 2016

Net Income

Up

$5,415

Up $10,334 (+210%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$15K$10K$5.0K$0Assets 2012: $11,064Liabilities 2012: $02012Assets 2013: $8,429Liabilities 2013: $02013Assets 2014: $4,642Liabilities 2014: $02014Assets 2015: $7,222Liabilities 2015: $0Net Assets 2015: $7,2222015Assets 2016: $2,303Liabilities 2016: $0Net Assets 2016: $2,3032016Assets 2017: $7,718Liabilities 2017: $0Net Assets 2017: $7,7182017Assets 2018: $1,709Liabilities 2018: $0Net Assets 2018: $1,7092018

Highlighted filing

2017

Assets$7,718
Liabilities$0
Net Assets$7,718
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $194,000Expenses 2012: $167,478Net Income 2012: $26,5222012Revenue 2013: $198,000Expenses 2013: $200,635Net Income 2013: -$2,6352013Revenue 2014: $110,000Expenses 2014: $113,787Net Income 2014: -$3,7872014Revenue 2015: $116,000Expenses 2015: $113,420Net Income 2015: $2,5802015Revenue 2016: $95,000Expenses 2016: $99,919Net Income 2016: -$4,9192016Revenue 2017: $183,000Expenses 2017: $177,585Net Income 2017: $5,4152017Revenue 2018: $216,000Expenses 2018: $222,009Net Income 2018: -$6,0092018

Highlighted filing

2017

Revenue$183,000
Expenses$177,585
Net Income$5,415
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 10, 2018
Return Version
2016v3.0
Gross Receipts
$183,000
Mission and Program Overview

Mission

Voluntary employees' beneficiary association to provide for payment of medical and life insurance for members.

Program Services

DescriptionGrantsExpenses
HEALTH INSURANCE PARTICIPANTS BENEFITED: 19$0$0
LIFE INSURANCE PARTICIPANTS BENEFITED: 19$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P GRADYTrustee-$0--
MICHAEL W GRADYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Monfric Inc Employee Benefit Plan
EIN
95-3756748
Phone
6192766271
Address
1915 Morena Blvd, San Diego, CA 92110-3555

Signing Officer

Name
John P Grady
Title
Trustee
Phone
6192766271
Signed
2018-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Carne Lazarus & Goldbarg LLP
Address
2445 Fifth Avenue Suite 230, San Diego, CA 92101-1665
Preparer
Robin Goldbarg
Phone
6192331040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: FILING FEES. Amount: 10. Description: OFFICE EXPENSE. Amount: 122. Total to Form 990-EZ, line 16: 132.”

Raw XML Appendix106 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt0174303
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MONFRIC INC
IRS990EZ/BooksInCareOfDetail/PhoneNum06192766271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01915 MORENA BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07718
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05415
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03150
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07718
IRS990EZ/GrossReceiptsAmt0183000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN P GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL W GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0132
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TO PROVIDE FOR PAYMENT OF MEDICAL AND LIFE INSURANCE FOR MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0183000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH INSURANCE PARTICIPANTS BENEFITED: 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIFE INSURANCE PARTICIPANTS BENEFITED: 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0177585
IRS990EZ/TotalRevenueAmt0183000
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: FILING FEES. Amount: 10. Description: OFFICE EXPENSE. Amount: 122. Total to Form 990-EZ, line 16: 132.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06192766271
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monfric Inc Employee Benefit Plan
ReturnHeader/Filer/BusinessNameControlTxt0MONF
ReturnHeader/Filer/EIN0953756748
ReturnHeader/Filer/PhoneNum06192766271
ReturnHeader/Filer/USAddress/AddressLine1Txt01915 Morena Blvd
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921103555
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE8EB74FB1B41EEEE480DBEFB958DEFB2D12A4A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.177.166.241
ReturnHeader/FilingSecurityInformation/IPDt02018-01-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:02:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330784506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carne Lazarus & Goldbarg LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02445 Fifth Avenue Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921011665
ReturnHeader/PreparerPersonGrp/PhoneNum06192331040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Goldbarg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-10T16:04:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,718
Liabilities
$0
Net assets
$7,718
Revenue
$183,000
Expenses
$177,585
Net income
$5,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.16$2.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.83$1.78$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.95$1.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.16$1.13$0.03
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$1.10$1.14$0.04
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$1.98$2.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$1.94$1.67$0.27