Civic Intelligence

Marina Benefit Plan for the Legal Industry in Ca

EIN 95-4169669 • West Hills, CA

532 Colorado Ave 2nd FloorWest Hills, CA 90401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

29th percentile

-25%

Faster asset growth than 29% of similar nonprofits.

<$500k 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 / Assets63rd percentile

Assets

Down

$258,311

Down $87,602 (-25%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$258,311

Down $87,602 (-25%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$102,738

Up $4,518 (+4.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $425,401Liabilities 2010: $0Net Assets 2010: $425,4012010Assets 2011: $345,913Liabilities 2011: $0Net Assets 2011: $345,9132011Assets 2012: $258,311Liabilities 2012: $0Net Assets 2012: $258,3112012

Highlighted filing

2012

Assets$258,311
Liabilities$0
Net Assets$258,311
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $84,0532010Revenue 2011: $18,732Expenses 2011: $98,220Net Income 2011: -$79,4882011Expenses 2012: $102,7382012

Highlighted filing

2012

Revenue-
Expenses$102,738
Net Income-
Open 2012 Filing

Filings

Most recent year

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

Open filing
Assets
$258,311
Liabilities
$0
Net assets
$258,311
Revenue
-
Expenses
$102,738
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$1.03
2011Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.19$0.98$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.00$4.25$0.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Gross Receipts
$15,136
Filing and Contact Details

Filer

EIN
95-4169669
Raw XML Appendix252 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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AddressPrincipalOfficerUS/AddressLine10532 COLORADO AVE 2ND FLOOR
IRS990/AddressPrincipalOfficerUS/City0SANTA MONICA
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode090401
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY091873
IRS990/BenefitsPaidToMembersPriorYear084326
IRS990/BenefitsToMembers/Total091873
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
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IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0TO PROVIDE POST-RETIREMENT MEDICAL, LIFE INSURANCE, AND OTHER MISCELLANEOUS BENEFITS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0UNION BANK OF CALIFORNIA
IRS990/Form990PartVIISectionA/OtherCompensation02197
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/FundsToPayPremiums00
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IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts015136
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Interest/Total0155
IRS990/InvestmentIncomeCurrentYear011738
IRS990/InvestmentIncome/ExclusionAmount011738
IRS990/InvestmentIncomePriorYear016683
IRS990/InvestmentIncome/TotalRevenueColumn011738
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
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IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0NONE
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0NICHOLAS SAAKVITNE
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY0345913
IRS990/NetAssetsOrFundBalancesEOY0258311
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0341912
IRS990/OtherAssetsTotal/EOY0251642
IRS990/OtherExpensePriorYear013894
IRS990/OtherExpensesCurrentYear010865
IRS990/OtherExpenses/Description0INSURANCE PREMIUMS
IRS990/OtherExpenses/Description1ADMINISTRATION
IRS990/OtherExpenses/Description2SHARED (INCOME)/EXPENSE
IRS990/OtherExpenses/Total012923
IRS990/OtherExpenses/Total17974
IRS990/OtherExpenses/Total2-10187
IRS990/OtherRevenueCurrentYear03398
IRS990/OtherRevenueMisc/BusinessCode0900001
IRS990/OtherRevenueMisc/BusinessCode1900001
IRS990/OtherRevenueMisc/BusinessCode2900001
IRS990/OtherRevenueMisc/Description0OTHER INCOME
IRS990/OtherRevenueMisc/Description1NET GAIN ON INVESTMENT
IRS990/OtherRevenueMisc/Description2LEGAL SETTLEMENT PROCE
IRS990/OtherRevenueMisc/ExclusionAmount02433
IRS990/OtherRevenueMisc/ExclusionAmount1964
IRS990/OtherRevenueMisc/ExclusionAmount21
IRS990/OtherRevenueMisc/TotalRevenueColumn02433
IRS990/OtherRevenueMisc/TotalRevenueColumn1964
IRS990/OtherRevenueMisc/TotalRevenueColumn21
IRS990/OtherRevenuePriorYear02049
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-87602
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0345913
IRS990/RetainedEarningsEndowmentEtc/EOY0258311
IRS990/RevenuesLessExpensesCY0-87602
IRS990/RevenuesLessExpensesPriorYear0-79488
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY04001
IRS990/SavingsAndTempCashInvestments/EOY06669
IRS990/ScheduleBRequired00
IRS990ScheduleD/OtherAssets/BookValue0251642
IRS990ScheduleD/OtherAssets/Description0INSURANCE CONTACTS
IRS990ScheduleD/TotalBookValueOtherAssets0251642
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE 990 IS REVIEWED BY THE PLAN ADMINISTRATOR WITH THE TAX ACCOUNTANT BEFORE ITS FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BANK TRUSTEE AND COURT APPOINTED INDEPENDENT NAMED FIDUCIARY REPORT PERIODICALLY TO THE PLAN PARTICIPANTS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION IS NOT A PUBLIC CHARITY. IT IS AN EMPLOYEE BENEFITS ASSOCIATION AND IS NOT SUBJECT TO PUBLIC INSPECTION RULES AS SUCH.
IRS990ScheduleO/GeneralExplanation/Explanation3UNION BANK OF CALIFORNIA - 445 S. FIGUEROA ST., LOS ANGELES, CA 90071.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10445 S FIGUEROA ST 5TH FLOOR
IRS990/TheBooksAreInCareOf/AddressUS/City0LOS ANGELES
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode090071
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10UNION BANK OF CALIFORNIA
IRS990/TheBooksAreInCareOf/TelephoneNumber02132366795
IRS990/TotalAssets/BOY0345913
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IRS990/TotalAssets/EOY0258311
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IRS990/TotalExpensesCurrentYear0102738
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IRS990/TotalFunctionalExpenses/Total0102738
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IRS990/TotalLiabNetAssetsFundBalances/BOY0345913
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0345913
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IRS990/TotalOtherCompensation02197
IRS990/TotalOtherRevenue03398
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenueCurrentYear015136
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IRS990/TotalRevenuePriorYear018732
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn015136
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01995
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0954169669
ReturnHeader/Filer/Name/BusinessNameLine10MARINA BENEFIT PLAN FOR THE LEGAL INDUSTRY IN CA
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/Phone03104513225
ReturnHeader/Filer/USAddress/AddressLine10532 COLORADO AVE 2ND FLOOR
ReturnHeader/Filer/USAddress/City0SANTA MONICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090401
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0NICHOLAS SAAKVITNE
ReturnHeader/Officer/Phone03104513225
ReturnHeader/Officer/Title0PLAN ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/EIN0953927758
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KING KING ALLEMAN & JENSEN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1027200 TOURNEY ROAD STE 475
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0VALENCIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091355
ReturnHeader/Preparer/Name0ROBERT N JENSEN JR
ReturnHeader/Preparer/Phone06617054222
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-14T17:33:40-05:00

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