Civic Intelligence

Marina Benefit Plan for the Accounting Industry in Ca

EIN 95-4182988 • 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

66th percentile

0.00x

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

<$500k nonprofits • Source year 2012

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

<$500k nonprofits • 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

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$45,526

Up $288 (+0.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Up

$45,526

Up $288 (+0.6%) from 2011

Operations
Liabilities / Revenue66th percentileNet Margin65th percentile

Revenue

$2,668

No earlier filing loaded for comparison.

Expenses

Up

$2,380

Up $268 (+13%) from 2011

Net Income

$288

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2010: $44,900Liabilities 2010: $0Net Assets 2010: $44,9002010Assets 2011: $45,238Liabilities 2011: $0Net Assets 2011: $45,2382011Assets 2012: $45,526Liabilities 2012: $0Net Assets 2012: $45,5262012

Highlighted filing

2012

Assets$45,526
Liabilities$0
Net Assets$45,526
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Expenses 2010: $6,2932010Expenses 2011: $2,1122011Revenue 2012: $2,668Expenses 2012: $2,380Net Income 2012: $2882012

Highlighted filing

2012

Revenue$2,668
Expenses$2,380
Net Income$288
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$45,526
Liabilities
$0
Net assets
$45,526
Revenue
$2,668
Expenses
$2,380
Net income
$288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Summary only. Only limited summary data is available for this year.$45.5$0.00$45.5$2.67$2.38$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$0.00$45.2$2.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.9$0.00$44.9$6.29
Latest Detailed Filing

The latest 2012 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 10, 2012
Return Version
2010v3.4
Gross Receipts
$2,450
Filing and Contact Details

Filer

EIN
95-4182988
Raw XML Appendix251 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/BenefitsPaidToMembersCY00
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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
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0UNION BANK OF CALIFORNIA
IRS990/Form990PartVIISectionA/OtherCompensation0287
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
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IRS990/GrossReceipts02450
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0NICHOLAS SAAKVITNE
IRS990/NbrIndependentVotingMembers00
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IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY044900
IRS990/NetAssetsOrFundBalancesEOY045238
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY044157
IRS990/OtherAssetsTotal/EOY044715
IRS990/OtherExpensePriorYear06293
IRS990/OtherExpensesCurrentYear02112
IRS990/OtherExpenses/Description0INSURANCE PREMIUMS
IRS990/OtherExpenses/Description1ADMINISTRATION
IRS990/OtherExpenses/Description2SHARED (INCOME)/EXPENSE
IRS990/OtherExpenses/Total02051
IRS990/OtherExpenses/Total1978
IRS990/OtherExpenses/Total2-943
IRS990/OtherRevenueCurrentYear0268
IRS990/OtherRevenueMisc/BusinessCode0900001
IRS990/OtherRevenueMisc/BusinessCode1900001
IRS990/OtherRevenueMisc/Description0NET GAIN ON INVESTMENT
IRS990/OtherRevenueMisc/Description1LEGAL SETTLEMENT PROCE
IRS990/OtherRevenueMisc/ExclusionAmount0245
IRS990/OtherRevenueMisc/ExclusionAmount123
IRS990/OtherRevenueMisc/TotalRevenueColumn0245
IRS990/OtherRevenueMisc/TotalRevenueColumn123
IRS990/OtherRevenuePriorYear0224
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0338
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
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IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY044900
IRS990/RetainedEarningsEndowmentEtc/EOY045238
IRS990/RevenuesLessExpensesCY0338
IRS990/RevenuesLessExpensesPriorYear0-3945
IRS990/SalariesEtcCurrentYear00
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IRS990/SavingsAndTempCashInvestments/BOY0743
IRS990/SavingsAndTempCashInvestments/EOY0523
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0338
IRS990ScheduleD/OtherAssets/BookValue043421
IRS990ScheduleD/OtherAssets/BookValue11294
IRS990ScheduleD/OtherAssets/Description0INSURANCE CONTRACTS
IRS990ScheduleD/OtherAssets/Description1INVESTMENTS IN EQUITY STOCKS
IRS990ScheduleD/TotalBookValueOtherAssets044715
IRS990ScheduleD/TotalExpenses02112
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue02450
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/Identifier0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier1Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VII
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
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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/BOY044900
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalOtherCompensation0287
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IRS990/TypeOfOrganizationTrust0X
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IRS990/UponRequest0X
IRS990/WebSite0N/A
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IRS990/YearFormation01995
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0954182988
ReturnHeader/Filer/Name/BusinessNameLine10MARINA BENEFIT PLAN FOR THE
ReturnHeader/Filer/Name/BusinessNameLine20ACCOUNTING 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/DateSigned02012-05-10
ReturnHeader/Officer/Name0NICHOLAS SAAKVITNE
ReturnHeader/Officer/Phone03104513225
ReturnHeader/Officer/Title0PLAN ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02012-05-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KING KING ALLEMAN & JENSEN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10303 N GLENOAKS BLVD STE 750
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BURBANK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091502
ReturnHeader/Preparer/Name0ROBERT N JENSEN JR
ReturnHeader/Preparer/Phone08188485585
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-05-14T19:21:24-05:00

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