Civic Intelligence

California Association of Professional Employees Benefit Trust

990 • Fiscal year 2013 • EIN 95-6995453

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.CAPEUNION.ORG

View Organization Page

3018 E Colorado Blvd91107

(626) 243-0340

Siviq Scores

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

Liabilities / Assets

78th percentile

0.28x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.08x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

50th percentile

3.7%

Higher net margin than 50% 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

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

58th percentile

7.8%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$22,280,538

Up $3,172,053 (+17%) from 2012

Net Assets

Up

$15,937,368

Up $2,604,409 (+20%) from 2012

Liabilities

Up

$6,343,170

Up $567,644 (+9.8%) from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin50th percentile

Revenue

Up

$77,629,390

Up $5,615,520 (+7.8%) from 2012

Expenses

Up

$74,745,797

Up $5,618,228 (+8.1%) from 2012

Net Income

Down

$2,883,593

Down $2,708 (-0.1%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$60M$40M$20M$0Assets 2011: $12,538,801Liabilities 2011: $2,623,677Net Assets 2011: $9,915,1242011Assets 2012: $19,108,485Liabilities 2012: $5,775,526Net Assets 2012: $13,332,9592012Assets 2013: $22,280,538Liabilities 2013: $6,343,170Net Assets 2013: $15,937,3682013Assets 2014: $25,425,239Liabilities 2014: $7,214,941Net Assets 2014: $18,210,2982014Assets 2015: $27,532,466Liabilities 2015: $7,932,729Net Assets 2015: $19,599,7372015Assets 2016: $30,117,768Liabilities 2016: $8,675,790Net Assets 2016: $21,441,9782016Assets 2017: $34,792,925Liabilities 2017: $9,177,837Net Assets 2017: $25,615,0882017Assets 2018: $37,461,624Liabilities 2018: $9,942,543Net Assets 2018: $27,519,0812018Assets 2019: $43,666,309Liabilities 2019: $10,414,816Net Assets 2019: $33,251,4932019Assets 2020: $48,800,002Liabilities 2020: $9,510,984Net Assets 2020: $39,289,0182020Assets 2021: $54,179,649Liabilities 2021: $9,120,760Net Assets 2021: $45,058,8892021Assets 2022: $50,899,208Liabilities 2022: $9,391,913Net Assets 2022: $41,507,2952022Assets 2023: $52,765,236Liabilities 2023: $10,142,065Net Assets 2023: $42,623,1712023Assets 2024: $56,440,736Liabilities 2024: $11,719,956Net Assets 2024: $44,720,7802024

Highlighted filing

2013

Assets$22,280,538
Liabilities$6,343,170
Net Assets$15,937,368
Open 2013 Filing

Operations Trend

Revenue Growth58th percentile

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

$150M$100M$50M$0Revenue 2011: $65,571,018Expenses 2011: $60,291,043Net Income 2011: $5,279,9752011Revenue 2012: $72,013,870Expenses 2012: $69,127,569Net Income 2012: $2,886,3012012Revenue 2013: $77,629,390Expenses 2013: $74,745,797Net Income 2013: $2,883,5932013Revenue 2014: $87,603,024Expenses 2014: $85,294,366Net Income 2014: $2,308,6582014Revenue 2015: $98,034,722Expenses 2015: $95,918,495Net Income 2015: $2,116,2272015Revenue 2016: $107,643,827Expenses 2016: $105,280,753Net Income 2016: $2,363,0742016Revenue 2017: $114,709,109Expenses 2017: $111,747,205Net Income 2017: $2,961,9042017Revenue 2018: $123,647,273Expenses 2018: $120,167,231Net Income 2018: $3,480,0422018Revenue 2019: $129,612,633Expenses 2019: $126,313,296Net Income 2019: $3,299,3372019Revenue 2020: $122,188,565Expenses 2020: $118,158,192Net Income 2020: $4,030,3732020Revenue 2021: $128,100,985Expenses 2021: $122,120,163Net Income 2021: $5,980,8222021Revenue 2022: $122,437,305Expenses 2022: $120,196,750Net Income 2022: $2,240,5552022Revenue 2023: $123,311,500Expenses 2023: $123,260,755Net Income 2023: $50,7452023Revenue 2024: $143,394,341Expenses 2024: $143,225,387Net Income 2024: $168,9542024

Highlighted filing

2013

Revenue$77,629,390
Expenses$74,745,797
Net Income$2,883,593
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$83,200,401
Mission and Program Overview

Mission

The benefit trust exists to provide life, disability, accident, dental, health and any other insurance deemed necessary for active participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$13,332,959$15,937,368▲ $2,604,409
Investments in Publicly Traded Securities$12,141,184$11,381,204▼ $759,980
Savings and Temporary Cash Investments$6,948,429$7,277,694▲ $329,265
Land, Buildings, and Equipment, Net-$3,597,131-
Prepaid Expenses and Deferred Charges$18,872$24,509▲ $5,637
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$19,108,485$22,280,538▲ $3,172,053
Other Assets Total-$0-
Liabilities
Other Liabilities$5,632,463$6,120,290▲ $487,827
Accounts Payable and Accrued Expenses$143,063$222,880▲ $79,817
Total Liabilities$5,775,526$6,343,170▲ $567,644
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,332,959$15,937,368▲ $2,604,409
Total Liabilities and Net Assets / Fund Balance$19,108,485$22,280,538▲ $3,172,053

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,334,811-$2,334,811
Land$1,262,320-$1,262,320
Other Land Buildings-$2,499$2,499
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
John W FallonChairman
Lisa AndresVice Chairman
Nelson ManabatTrustee
Barbaree HardySecretary
Barbara VolzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$76,559,702
Investment Income
$1,069,688
Other Revenue
$0
Change in Net Assets
$2,883,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,662,952
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---$73,082,845
Fees for Services Management---$78,066
Other Expenses---$27,813
Fees for Services Accounting---$18,059
All Other Expenses---$8,919
Insurance---$6,895
Fees for Services Legal---$6,000
Total Functional Expenses$0$0$0$74,745,797
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Payable$6,120,290
Governance and Compliance

Governance Checklist

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
95-6995453
Phone
6262430340

Signing Officer

Name
John W Fallon
Title
Chairman
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Donald P McNerney
Phone
9497241880
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Book/tax difference on capital gain distributions = -$9217”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Book/tax difference on interest and dividends = -$85270”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Realized gain on investment = -$580999”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Realized gain on investments = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gain on investment = $396302”

Raw XML Appendix382 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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IRS990ScheduleD/LandGrp/BookValueAmt01262320
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01262320
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02499
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06120290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03597131
IRS990ScheduleD/TotalLiabilityAmt06120290
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/TAX DIFFERENCE ON CAPITAL GAIN DISTRIBUTIONS = -$9217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK/TAX DIFFERENCE ON INTEREST AND DIVIDENDS = -$85270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REALIZED GAIN ON INVESTMENT = -$580999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REALIZED GAIN ON INVESTMENTS = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN ON INVESTMENT = $396302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CALIF ASSOC OF PROFESSIONAL EMPLOYEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952115101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFIT OF MEMBER EMPLOYEES OF PUBLIC AGENCIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103018 E COLORADO BLVD STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PASADENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode091107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0149763
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10CALIF ASSOC OF PROFESSIONAL EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0l
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019108485
IRS990/TotalAssetsEOYAmt022280538
IRS990/TotalAssetsGrp/BOYAmt019108485
IRS990/TotalAssetsGrp/EOYAmt022280538
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt074745797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05775526
IRS990/TotalLiabilitiesEOYAmt06343170
IRS990/TotalLiabilitiesGrp/BOYAmt05775526
IRS990/TotalLiabilitiesGrp/EOYAmt06343170
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013332959
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015937368
IRS990/TotalProgramServiceRevenueAmt076559702
IRS990/TotalRevenueGrp/ExclusionAmt076957559
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0671831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077629390
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019108485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022280538
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CAPEUNION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W FALLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA ASSOCIATION OF PROFESSIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20EMPLOYEES BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0956995453
ReturnHeader/Filer/PhoneNum06262430340
ReturnHeader/Filer/USAddress/AddressLine103018 E COLORADO BLVD
ReturnHeader/Filer/USAddress/City0PASADENA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Haynie & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104910 Campus Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0926602119
ReturnHeader/PreparerPersonGrp/PhoneNum09497241880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald P McNerney
ReturnHeader/ReturnTs02014-11-17T11:30:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,280,538
Liabilities
$6,343,170
Net assets
$15,937,368
Revenue
$77,629,390
Expenses
$74,745,797
Net income
$2,883,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.4$11.7$44.7$143$143$0.17
2023Detailed filing. Detailed filing data is available for this year.$52.8$10.1$42.6$123$123$0.05
2022Detailed filing. Detailed filing data is available for this year.$50.9$9.39$41.5$122$120$2.24
2021Detailed filing. Detailed filing data is available for this year.$54.2$9.12$45.1$128$122$5.98
2020Detailed filing. Detailed filing data is available for this year.$48.8$9.51$39.3$122$118$4.03
2019Detailed filing. Detailed filing data is available for this year.$43.7$10.4$33.3$130$126$3.30
2018Detailed filing. Detailed filing data is available for this year.$37.5$9.94$27.5$124$120$3.48
2017Detailed filing. Detailed filing data is available for this year.$34.8$9.18$25.6$115$112$2.96
2016Detailed filing. Detailed filing data is available for this year.$30.1$8.68$21.4$108$105$2.36
2015Detailed filing. Detailed filing data is available for this year.$27.5$7.93$19.6$98.0$95.9$2.12
2014Detailed filing. Detailed filing data is available for this year.$25.4$7.21$18.2$87.6$85.3$2.31
2013Detailed filing. Detailed filing data is available for this year.$22.3$6.34$15.9$77.6$74.7$2.88
2012Summary only. Only limited summary data is available for this year.$19.1$5.78$13.3$72.0$69.1$2.89
2011Summary only. Only limited summary data is available for this year.$12.5$2.62$9.92$65.6$60.3$5.28