Civic Intelligence

Sheet Metal Workers' Health Plan of Southern California Arizona and Nevada

990 • Fiscal year 2013 • EIN 95-6052259

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

Organization Profilewww.sheetmetalsam.org

View Organization Page

111 N Sepulveda Blvd90266

(310) 798-6572

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

46th percentile

2.4%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

37th percentile

4.3%

Faster asset growth than 37% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$49,696,118

Up $2,055,950 (+4.3%) from 2012

Net Assets

Up

$48,513,810

Up $1,476,881 (+3.1%) from 2012

Liabilities

Up

$1,182,308

Up $579,069 (+96%) from 2012

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin46th percentile

Revenue

$60,802,304

No earlier filing loaded for comparison.

Expenses

Down

$59,325,423

Down $8,785,087 (-13%) from 2012

Net Income

$1,476,881

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$200M$150M$100M$50M$0Assets 2010: $71,095,993Liabilities 2010: $1,340,046Net Assets 2010: $69,755,9472010Assets 2011: $55,125,717Liabilities 2011: $1,292,728Net Assets 2011: $53,832,9892011Assets 2012: $47,640,168Liabilities 2012: $603,239Net Assets 2012: $47,036,9292012Assets 2013: $49,696,118Liabilities 2013: $1,182,308Net Assets 2013: $48,513,8102013Assets 2014: $49,599,025Liabilities 2014: $803,751Net Assets 2014: $48,795,2742014Assets 2015: $57,938,561Liabilities 2015: $1,087,865Net Assets 2015: $56,850,6962015Assets 2016: $67,340,571Liabilities 2016: $862,002Net Assets 2016: $66,478,5692016Assets 2017: $81,440,259Liabilities 2017: $29,479,269Net Assets 2017: $51,960,9902017Assets 2018: $102,303,899Liabilities 2018: $41,742,286Net Assets 2018: $60,561,6132018Assets 2019: $118,803,442Liabilities 2019: $38,662,509Net Assets 2019: $80,140,9332019Assets 2020: $144,385,875Liabilities 2020: $35,534,885Net Assets 2020: $108,850,9902020Assets 2021: $161,487,270Liabilities 2021: $36,653,720Net Assets 2021: $124,833,5502021Assets 2022: $162,261,814Liabilities 2022: $39,154,566Net Assets 2022: $123,107,2482022Assets 2023: $184,597,484Liabilities 2023: $40,178,783Net Assets 2023: $144,418,7012023Assets 2024: $198,066,681Liabilities 2024: $42,341,167Net Assets 2024: $155,725,5142024

Highlighted filing

2013

Assets$49,696,118
Liabilities$1,182,308
Net Assets$48,513,810
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0Expenses 2010: $75,536,0312010Expenses 2011: $72,546,5472011Expenses 2012: $68,110,5102012Revenue 2013: $60,802,304Expenses 2013: $59,325,423Net Income 2013: $1,476,8812013Revenue 2014: $61,015,812Expenses 2014: $60,734,348Net Income 2014: $281,4642014Revenue 2015: $70,078,834Expenses 2015: $62,023,412Net Income 2015: $8,055,4222015Revenue 2016: $76,119,171Expenses 2016: $67,316,007Net Income 2016: $8,803,1642016Revenue 2017: $78,706,846Expenses 2017: $66,860,547Net Income 2017: $11,846,2992017Revenue 2018: $85,969,650Expenses 2018: $74,801,783Net Income 2018: $11,167,8672018Revenue 2019: $95,895,695Expenses 2019: $80,478,915Net Income 2019: $15,416,7802019Revenue 2020: $98,345,622Expenses 2020: $75,111,137Net Income 2020: $23,234,4852020Revenue 2021: $91,427,512Expenses 2021: $81,406,967Net Income 2021: $10,020,5452021Revenue 2022: $96,206,611Expenses 2022: $80,896,800Net Income 2022: $15,309,8112022Revenue 2023: $96,574,935Expenses 2023: $84,494,198Net Income 2023: $12,080,7372023Revenue 2024: $101,515,838Expenses 2024: $90,172,989Net Income 2024: $11,342,8492024

Highlighted filing

2013

Revenue$60,802,304
Expenses$59,325,423
Net Income$1,476,881
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.1
Gross Receipts
$98,429,621
Mission and Program Overview

Mission

The plan provides accident, hospital, medical and related benefits for plan members. The plan dispersed $56,039,232 of benefits to or for members during the year ended december 31,2014.

The plan provides accident, hospital, medical and related benefits for plan members. The plan dispersed $55,002,314 of benefits to or for members during the year ended december 31,2013.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,713,822$35,019,833▲ $2,306,011
Savings and Temporary Cash Investments$9,056,756$4,625,921▼ $4,430,835
Accounts Receivable$4,313,418$4,189,141▼ $124,277
Prepaid Expenses and Deferred Charges$1,345,314$1,368,935▲ $23,621
Cash and Non-Interest-Bearing Accounts-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$47,640,168$49,696,118▲ $2,055,950
Other Assets Total$210,858$4,492,288▲ $4,281,430
Liabilities
Accounts Payable and Accrued Expenses$603,239$1,182,308▲ $579,069
Total Liabilities$603,239$1,182,308▲ $579,069
Net Assets / Fund Balance
Unrestricted Net Assets$47,036,929$48,513,810▲ $1,476,881
Total Net Assets Fund Balance$47,036,929$48,513,810▲ $1,476,881
Total Liabilities and Net Assets / Fund Balance$47,640,168$49,696,118▲ $2,055,950

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,299,646--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Byron HarveyTrustee
Chris GonzalezTrustee
David ShaverTrustee
Denny Cagampan IiiTrustee
Fred KleinTrustee
Howell Poe JrTrustee
Jeff HollyTrustee
Joseph GallagherTrustee
Karen FoxTrustee
Kurt MarstellerTrustee
Luther MedinaTrustee
Mario TeranTrustee
Michael Rocky PelliccinoTrustee
Mike ScolariTrustee
Phillip M DoehringTrustee
Randy JourneyTrustee
Richard FossTrustee
Richard RiveraTrustee
Russ BeaulacTrustee
Samuel HurtadoTrustee
Stephen HinsonTrustee
Steven C SweetingTrustee
Timothy HinsonTrustee
Vernon ShafferTrustee
William Bill ShaverTrustee
William BlazvickTrustee
William McnamaraTrustee
William R AssenmacherTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The Segal CoBenefit Consultant-$348,539
Blue CrossAdministration Fees-$268,556
Gilbert & SackmanLegal & Collection-$259,422
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,822,539
Investment Income
$1,763,530
Other Revenue
$1,216,235
Change in Net Assets
$1,476,881

Audited Revenue Reconciliation

Revenue per Audited Statements
$60,802,304
Total Revenue per Audited Statements
$60,802,304
Total Revenue per Form 990
$60,802,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,323,109
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$55,002,314--$55,002,314
All Other Expenses-$608,788-$608,788
Fees for Services Legal-$130,655-$130,655
Other Expenses-$129,366-$129,366
Conferences and Meetings-$83,927-$83,927
Fees for Services Accounting-$41,550-$41,550
Total Functional Expenses$55,002,314$4,323,109$0$59,325,423

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$59,325,423
Expenses per Audited Statements$58,944,663
Total Expenses per Audited Statements$58,944,663
Expenses Not Reported on Financial Statements$380,760
Other Expense Adjustments$380,760
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
Lobbying 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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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

“Form 990 was provided to the trustees of the plan following review by the plan's legal counsel.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The plan makes it governing documents and financial statements available to the public upon request.”

Part VII Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Filing and Contact Details

Filer

EIN
95-6052259
Phone
3107986572

Signing Officer

Name
Kurt Marsteller
Title
Trustee
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Formed
1950
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
0
Employees
0

Preparer

Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“net claims payable per SOP92-6 in f/s $380760”

Raw XML AppendixShowing 400 of 631 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,696,118
Liabilities
$1,182,308
Net assets
$48,513,810
Revenue
$60,802,304
Expenses
$59,325,423
Net income
$1,476,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$42.3$156$102$90.2$11.3
2023Detailed filing. Detailed filing data is available for this year.$185$40.2$144$96.6$84.5$12.1
2022Detailed filing. Detailed filing data is available for this year.$162$39.2$123$96.2$80.9$15.3
2021Detailed filing. Detailed filing data is available for this year.$161$36.7$125$91.4$81.4$10.0
2020Detailed filing. Detailed filing data is available for this year.$144$35.5$109$98.3$75.1$23.2
2019Detailed filing. Detailed filing data is available for this year.$119$38.7$80.1$95.9$80.5$15.4
2018Detailed filing. Detailed filing data is available for this year.$102$41.7$60.6$86.0$74.8$11.2
2017Detailed filing. Detailed filing data is available for this year.$81.4$29.5$52.0$78.7$66.9$11.8
2016Detailed filing. Detailed filing data is available for this year.$67.3$0.86$66.5$76.1$67.3$8.80
2015Detailed filing. Detailed filing data is available for this year.$57.9$1.09$56.9$70.1$62.0$8.06
2014Detailed filing. Detailed filing data is available for this year.$49.6$0.80$48.8$61.0$60.7$0.28
2013Detailed filing. Detailed filing data is available for this year.$49.7$1.18$48.5$60.8$59.3$1.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.6$0.60$47.0$68.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.1$1.29$53.8$72.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.1$1.34$69.8$75.5