Civic Intelligence

Monfric Inc Employee Benefit Plan

990 • Fiscal year 2018 • EIN 95-3756748

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 21, 2019

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

63rd percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

-2.8%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$93,240

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 43.2% of source-year revenue.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-78%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$1,709

Down $6,009 (-78%) from 2017

Net Assets

Down

$1,709

Down $6,009 (-78%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin42nd percentile

Revenue

Up

$216,000

Up $33,000 (+18%) from 2017

Expenses

Up

$222,009

Up $44,424 (+25%) from 2017

Net Income

Down

-$6,009

Down $11,424 (-211%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$1,709
Liabilities$0
Net Assets$1,709
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$216,000
Expenses$222,009
Net Income-$6,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 21, 2019
Return Version
2017v2.3
Gross Receipts
$216,000
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,718$7,718→ $0
Cash and Non-Interest-Bearing Accounts$7,718$1,709▼ $6,009
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$-6,009▼ $6,009
Total Assets$7,718$1,709▼ $6,009
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,718$1,709▼ $6,009
Total Liabilities and Net Assets / Fund Balance$7,718$1,709▼ $6,009
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
John P GradyTrustee$93,240$93,240
Michael W GradyTrustee$75,060$75,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-6,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$218,514
Fees for Services Accounting---$3,450
Office Expenses---$35
Other Expenses---$10
Total Functional Expenses$0$0$0$222,009
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
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 A, Line 2

“There is a family relationship between all trustee members”

Form 990, Part VI, Section B, Line 11B

“A copy of the from 990 is provided to the governing body upon request.”

Form 990, Part VI, Section C, Line 19

“Governing document and financial statements are made available to the public upon request.”

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
2019-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John P Grady
Formed
1981
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lazarus Goldbarg & Associates Llp
Address
2445 FIFTH AVENUE SUITE 230, SAN DIEGO, CA 92101-1665
Preparer
Robin H Goldbarg
Phone
6192331040
Raw XML Appendix260 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum06192766271
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt175060
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IRS990/GrantsToIndividualsInd00
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0216000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07718
IRS990/NetAssetsOrFundBalancesEOYAmt01709
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/TotalAmt010
IRS990/PartialLiquidationInd00
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYRevenuesLessExpensesAmt05415
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IRS990/PYTotalExpensesAmt0177585
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IRS990/PYTotalRevenueAmt0183000
IRS990/ReconcilationRevenueExpnssAmt0-6009
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-6009
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FROM 990 IS PROVIDED TO THE GOVERNING BODY UPON REQUEST.
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ReturnHeader/Filer/EIN0953756748
ReturnHeader/Filer/PhoneNum06192766271
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ReturnHeader/FilingSecurityInformation/IPTm010:00:34
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ReturnHeader/PreparerPersonGrp/PhoneNum06192331040
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-06T15:42:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,709
Liabilities
$0
Net assets
$1,709
Revenue
$216,000
Expenses
$222,009
Net income
-$6,009
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