Civic Intelligence

Entertainment Industry Flex Plan

990 • Fiscal year 2022 • EIN 95-6832043

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

Organization ProfileN/A

View Organization Page

844 seward stlos angeles, CA 90036

(323) 993-8810

Siviq Scores

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

Liabilities / Assets

61st percentile

0.07x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.14x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Asset Growth

82nd percentile

5.5%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

3.1%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$203,868,007

Up $10,622,375 (+5.5%) from 2021

Net Assets

Up

$189,464,815

Up $10,993,958 (+6.2%) from 2021

Liabilities

Down

$14,403,192

Down $371,583 (-2.5%) from 2021

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin79th percentile

Revenue

Up

$103,929,857

Up $3,161,199 (+3.1%) from 2021

Expenses

Up

$78,766,396

Up $9,142,691 (+13%) from 2021

Net Income

Down

$25,163,461

Down $5,981,492 (-19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$300M$200M$100M$0Assets 2010: $35,550,087Liabilities 2010: $1,582,064Net Assets 2010: $33,968,0232010Assets 2011: $39,353,225Liabilities 2011: $1,597,893Net Assets 2011: $37,755,3322011Assets 2012: $44,403,819Liabilities 2012: $1,717,155Net Assets 2012: $42,686,6642012Assets 2013: $52,141,506Liabilities 2013: $2,376,189Net Assets 2013: $49,765,3172013Assets 2014: $63,153,360Liabilities 2014: $3,064,104Net Assets 2014: $60,089,2562014Assets 2015: $73,973,180Liabilities 2015: $3,579,533Net Assets 2015: $70,393,6472015Assets 2016: $87,342,012Liabilities 2016: $4,105,176Net Assets 2016: $83,236,8362016Assets 2017: $107,456,725Liabilities 2017: $4,574,544Net Assets 2017: $102,882,1812017Assets 2018: $123,341,882Liabilities 2018: $9,016,431Net Assets 2018: $114,325,4512018Assets 2019: $151,115,275Liabilities 2019: $10,610,648Net Assets 2019: $140,504,6272019Assets 2020: $157,835,815Liabilities 2020: $12,185,751Net Assets 2020: $145,650,0642020Assets 2021: $193,245,632Liabilities 2021: $14,774,775Net Assets 2021: $178,470,8572021Assets 2022: $203,868,007Liabilities 2022: $14,403,192Net Assets 2022: $189,464,8152022Assets 2023: $210,177,148Liabilities 2023: $10,643,504Net Assets 2023: $199,533,6442023Assets 2024: $255,520,650Liabilities 2024: $12,462,169Net Assets 2024: $243,058,4812024

Highlighted filing

2022

Assets$203,868,007
Liabilities$14,403,192
Net Assets$189,464,815
Open 2022 Filing

Operations Trend

Revenue Growth65th percentile

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

$150M$100M$50M$0-$50MRevenue 2010: $36,804,648Expenses 2010: $32,651,935Net Income 2010: $4,152,7132010Revenue 2011: $39,503,919Expenses 2011: $35,646,179Net Income 2011: $3,857,7402011Revenue 2012: $43,680,196Expenses 2012: $38,673,902Net Income 2012: $5,006,2942012Revenue 2013: $49,672,538Expenses 2013: $41,646,128Net Income 2013: $8,026,4102013Revenue 2014: $56,849,385Expenses 2014: $46,240,374Net Income 2014: $10,609,0112014Revenue 2015: $62,507,662Expenses 2015: $51,002,416Net Income 2015: $11,505,2462015Revenue 2016: $64,058,595Expenses 2016: $51,604,735Net Income 2016: $12,453,8602016Revenue 2017: $71,571,627Expenses 2017: $51,994,864Net Income 2017: $19,576,7632017Revenue 2018: $78,135,005Expenses 2018: $63,506,091Net Income 2018: $14,628,9142018Revenue 2019: $87,697,394Expenses 2019: $68,023,133Net Income 2019: $19,674,2612019Revenue 2020: $67,387,674Expenses 2020: $67,098,107Net Income 2020: $289,5672020Revenue 2021: $100,768,658Expenses 2021: $69,623,705Net Income 2021: $31,144,9532021Revenue 2022: $103,929,857Expenses 2022: $78,766,396Net Income 2022: $25,163,4612022Revenue 2023: $82,840,295Expenses 2023: $83,584,425Net Income 2023: -$744,1302023Revenue 2024: $119,326,648Expenses 2024: $81,281,914Net Income 2024: $38,044,7342024

Highlighted filing

2022

Revenue$103,929,857
Expenses$78,766,396
Net Income$25,163,461
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$150,406,698
Mission and Program Overview

Mission

Provides medical, dental, vision, life insurance, disability insurance and dependent care assistance benefits to participating employees under applicable collective bargaining agreements.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$178,470,857$189,464,815▲ $10,993,958
Investments in Publicly Traded Securities$133,380,653$133,377,112▼ $3,541
Savings and Temporary Cash Investments$32,022,579$45,486,362▲ $13,463,783
Investments Other Securities$18,196,535$15,711,997▼ $2,484,538
Accounts Receivable$7,180,316$5,496,089▼ $1,684,227
Cash and Non-Interest-Bearing Accounts$2,465,549$3,796,447▲ $1,330,898
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$193,245,632$203,868,007▲ $10,622,375
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,774,775$14,403,192▼ $371,583
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$14,774,775$14,403,192▼ $371,583
Net Assets / Fund Balance
Total Net Assets Fund Balance$178,470,857$189,464,815▲ $10,993,958
Total Liabilities and Net Assets / Fund Balance$193,245,632$203,868,007▲ $10,622,375

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,779,655--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Catherine CusimanoTrustee
Charlie Braicotrustee
Joel Cohentrustee
John AcostaTrustee
Nick RoweTrustee
Pete AnthonyTrustee
Rob BrandweneTrustee
Robert PrunnTrustee
Ron SchwabTrustee
Sheila HassaniTrustee
Steven MoyTrustee
Veronica PerezTrustee
doonertrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Plans IncContract Admin.844 seward st, Los Angeles, CA 90036$3,285,023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$101,264,141
Investment Income
$2,665,716
Other Revenue
$0
Change in Net Assets
$25,163,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$103,929,857
Revenue Not Reported on Form 990
$-14,169,503
Total Revenue per Audited Statements
$89,760,354
Total Revenue per Form 990
$103,929,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,989,622
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---$74,776,774
Fees for Services Management---$3,321,966
Fees for Service Investment Mgmnt Fees---$187,682
Office Expenses---$156,903
Other Expenses---$66,145
Fees for Services Legal---$62,948
Insurance---$60,224
Fees for Services Accounting---$36,875
Information Technology---$10,556
Total Functional Expenses$0$0$0$78,766,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$78,766,396
Total Expenses per Audited Statements$78,766,396
Total Expenses per Form 990$78,766,396
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

PART VI, LINE 3:

“The third party administrator, benefit plans, inc., handles all daily transactions for the plan, which includes accounting, enrollment, eligibility and participant customer service.”

PART VI, LINE 11B:

“The administrative office reviewed the form 990 before filing and reported as such to the board of trustees at their next meeting.”

PART VI, LINE 19:

“The trust document and financial statements are maintained in the administrative office and are available upon request.”

PART VII, SECTION A, COLUMN (E):

“Any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Entertainment Industry Flex Plan
EIN
95-6832043
In Care Of
% BENEFIT PLANS INC
Phone
3239938810
Address
844 seward st, los angeles, CA 90036

Signing Officer

Name
Robert Brandwene
Title
Trustee
Phone
3239938810
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Dugan Fund Manager
Formed
1985
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“Provides medical, dental, vision, life insurance, disability insurance and dependent care assistance benefits to participating employees under applicable collective bargaining agreements.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 511 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/MissionDesc0PROVIDES MEDICAL, DENTAL, VISION, LIFE INSURANCE, DISABILITY INSURANCE AND DEPENDENT CARE ASSISTANCE BENEFITS TO PARTICIPATING EMPLOYEES UNDER APPLICABLE COLLECTIVE BARGAINING AGREEMENTS.
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IRS990/PrincipalOfficerNm0SEAN DUGAN FUND MANAGER
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES MEDICAL, DENTAL, VISION, LIFE INSURANCE, DISABILITY INSURANCE AND DEPENDENT CARE ASSISTANCE BENEFITS TO PARTICIPATING EMPLOYEES UNDER APPLICABLE COLLECTIVE BARGAINING AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE THIRD PARTY ADMINISTRATOR, BENEFIT PLANS, INC., HANDLES ALL DAILY TRANSACTIONS FOR THE PLAN, WHICH INCLUDES ACCOUNTING, ENROLLMENT, ELIGIBILITY AND PARTICIPANT CUSTOMER SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATIVE OFFICE REVIEWED THE FORM 990 BEFORE FILING AND REPORTED AS SUCH TO THE BOARD OF TRUSTEES AT THEIR NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOCUMENT AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 - ORGANIZATION'S MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, COLUMN (E):
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1INFORMATION AT THE ADMINISTRATOR OFFICE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,868,007
Liabilities
$14,403,192
Net assets
$189,464,815
Revenue
$103,929,857
Expenses
$78,766,396
Net income
$25,163,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$256$12.5$243$119$81.3$38.0
2023Summary only. Only limited summary data is available for this year.$210$10.6$200$82.8$83.6$0.74
2022Detailed filing. Detailed filing data is available for this year.$204$14.4$189$104$78.8$25.2
2021Summary only. Only limited summary data is available for this year.$193$14.8$178$101$69.6$31.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$12.2$146$67.4$67.1$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$10.6$141$87.7$68.0$19.7
2018Summary only. Only limited summary data is available for this year.$123$9.02$114$78.1$63.5$14.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$4.57$103$71.6$52.0$19.6
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.3$4.11$83.2$64.1$51.6$12.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.0$3.58$70.4$62.5$51.0$11.5
2014Detailed filing. Detailed filing data is available for this year.$63.2$3.06$60.1$56.8$46.2$10.6
2013Summary only. Only limited summary data is available for this year.$52.1$2.38$49.8$49.7$41.6$8.03
2012Summary only. Only limited summary data is available for this year.$44.4$1.72$42.7$43.7$38.7$5.01
2011Summary only. Only limited summary data is available for this year.$39.4$1.60$37.8$39.5$35.6$3.86
2010Summary only. Only limited summary data is available for this year.$35.6$1.58$34.0$36.8$32.7$4.15