Civic Intelligence

Elevance Health Retiree Veba Trust

990 • Fiscal year 2022 • EIN 01-0477639

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

Organization ProfileN/A
220 Virginia AvenueIndianapolis, IN 46204

(317) 488-6000

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

1st percentile

-4268%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

38th percentile

$3,216

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

17th percentile

-21%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$287,681,873

Down $76,553,226 (-21%) from 2021

Net Assets

Down

$287,681,873

Down $76,553,226 (-21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin1st percentile

Revenue

Down

$500,721

Down $5,804,321 (-92%) from 2021

Expenses

Down

$21,873,734

Down $4,509,433 (-17%) from 2021

Net Income

Down

-$21,373,013

Down $1,294,888 (-6.4%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$400M$300M$200M$100M$0Assets 2011: $226,683,154Liabilities 2011: $0Net Assets 2011: $226,683,1542011Assets 2012: $239,784,966Liabilities 2012: $0Net Assets 2012: $239,784,9662012Assets 2013: $264,096,248Liabilities 2013: $0Net Assets 2013: $264,096,2482013Assets 2014: $271,960,454Liabilities 2014: $0Net Assets 2014: $271,960,4542014Assets 2015: $266,499,330Liabilities 2015: $0Net Assets 2015: $266,499,3302015Assets 2016: $284,764,934Liabilities 2016: $0Net Assets 2016: $284,764,9342016Assets 2017: $316,304,540Liabilities 2017: $0Net Assets 2017: $316,304,5402017Assets 2018: $297,922,757Liabilities 2018: $0Net Assets 2018: $297,922,7572018Assets 2019: $332,959,735Liabilities 2019: $0Net Assets 2019: $332,959,7352019Assets 2020: $357,804,901Liabilities 2020: $0Net Assets 2020: $357,804,9012020Assets 2021: $364,235,099Liabilities 2021: $0Net Assets 2021: $364,235,0992021Assets 2022: $287,681,873Liabilities 2022: $0Net Assets 2022: $287,681,8732022Assets 2023: $306,179,410Liabilities 2023: $0Net Assets 2023: $306,179,4102023Assets 2024: $316,837,689Liabilities 2024: $0Net Assets 2024: $316,837,6892024

Highlighted filing

2022

Assets$287,681,873
Liabilities$0
Net Assets$287,681,873
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40M$20M$0-$20M-$40MRevenue 2011: $30,662,987Expenses 2011: $284,407Net Income 2011: $30,378,5802011Revenue 2012: $17,354,283Expenses 2012: $4,336,968Net Income 2012: $13,017,3152012Revenue 2013: $29,673,951Expenses 2013: $5,192,884Net Income 2013: $24,481,0672013Revenue 2014: $13,631,304Expenses 2014: $6,239,291Net Income 2014: $7,392,0132014Revenue 2015: $3,622,486Expenses 2015: $7,723,767Net Income 2015: -$4,101,2812015Revenue 2016: $32,946,650Expenses 2016: $16,246,240Net Income 2016: $16,700,4102016Revenue 2017: $35,179,476Expenses 2017: $4,972,109Net Income 2017: $30,207,3672017Revenue 2018: $5,841,936Expenses 2018: $7,838,648Net Income 2018: -$1,996,7122018Revenue 2019: $1,659,400Expenses 2019: $16,562,540Net Income 2019: -$14,903,1402019Revenue 2020: $1,102,824Expenses 2020: $8,568,099Net Income 2020: -$7,465,2752020Revenue 2021: $6,305,042Expenses 2021: $26,383,167Net Income 2021: -$20,078,1252021Revenue 2022: $500,721Expenses 2022: $21,873,734Net Income 2022: -$21,373,0132022Revenue 2023: $2,429,512Expenses 2023: $22,834,116Net Income 2023: -$20,404,6042023Revenue 2024: $651,970Expenses 2024: $18,952,556Net Income 2024: -$18,300,5862024

Highlighted filing

2022

Revenue$500,721
Expenses$21,873,734
Net Income-$21,373,013
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$4,124,895
Mission and Program Overview

Mission

Provide post-retirement benefits to retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$0$16,909,009▲ $16,909,009
Savings and Temporary Cash Investments$26,027,903$969,568▼ $25,058,335
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$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$364,235,099$287,681,873▼ $76,553,226
Other Assets Total$338,207,196$269,803,296▼ $68,403,900
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$364,235,099$287,681,873▼ $76,553,226
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$364,235,099$287,681,873▼ $76,553,226
Total Liabilities and Net Assets / Fund Balance$364,235,099$287,681,873▼ $76,553,226

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$269,803,296--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Jp Morgan Chase Bank NaTrustee$3,216$3,216
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$500,721
Other Revenue
$0
Change in Net Assets
$-21,373,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,440,485
Salaries, Compensation, and Employee Benefits$3,216
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,430,033
Other Expenses---$2,393,840
Fees for Services Accounting---$46,645
Current Officers, Directors, Trustees, and Key Employees---$3,216
Total Functional Expenses$0$0$0$21,873,734
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
Subject to proxy tax
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
Annual disclosure for covered persons
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
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
Filing and Contact Details

Filer

Filer Name
Elevance Health Retiree Veba Trust
EIN
01-0477639
In Care Of
% SARA SCHLUGE
Phone
3174886000
Address
220 VIRGINIA AVENUE, INDIANAPOLIS, IN 46204

Signing Officer

Name
Rino Mermini
Title
Vice President
Phone
2625234711
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jp Morgan Chase Bank Na
Formed
2000
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Morgan E Eads
Phone
3128792000
Supplemental Narrative

Additional Explanations

Tax Return Review

“FORM 990, PART VI, SECTION B, LINE 11B Form 990 is prepared by an outside firm and reviewed by the Tax Manager before being provided to the trustee at the time of filing.”

Compliance Policies

“Form 990, Part VI, Section B, Line 12c Guidelines set forth in the Trust Agreement Section 8 and 9 provide for such oversight.”

Process for Determining Compensation

“Form 990, Part VI, Section B, Line 15a & 15b These questions are not applicable to the trust, additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.”

Governing Documents Availability

“Form 990, Part VI, Section C, Line 19 These documents are made available upon request.”

Compensation

“Form 990, Part VII, Section A J.P. Morgan Chase Bank, N.A. serves as the trustee of the trust. The plan sponsor is ATH HOLDING COMPANY, LLC. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the VEBA does not have a governing body that exercises discretion.”

Accounting Method

“Form 990, Part XII, Line 1 Modified Cash Basis”

Raw XML Appendix376 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION B, LINE 11B Form 990 is prepared by an outside firm and reviewed by the Tax Manager before being provided to the trustee at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section B, Line 12c Guidelines set forth in the Trust Agreement Section 8 and 9 provide for such oversight.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Section B, Line 15a & 15b These questions are not applicable to the trust, additionally, the trust does not have any employees. Therefore, no processes related to employee compensation are in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Section C, Line 19 These documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990, Part VII, Section A J.P. Morgan Chase Bank, N.A. serves as the trustee of the trust. The plan sponsor is ATH HOLDING COMPANY, LLC. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the VEBA does not have a governing body that exercises discretion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part XII, Line 1 Modified Cash Basis
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0TAX RETURN REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1COMPLIANCE POLICIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3GOVERNING DOCUMENTS AVAILABILITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5ACCOUNTING METHOD
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0113713086
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1352145715
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATH HOLDING COMPANY LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ELEVANCE HEALTH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1220 VIRGINIA AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1INDIANAPOLIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046204
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd146204
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0364235099
IRS990/TotalAssetsEOYAmt0287681873
IRS990/TotalAssetsGrp/BOYAmt0364235099
IRS990/TotalAssetsGrp/EOYAmt0287681873
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021873734
IRS990/TotalGrossUBIAmt022214
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0364235099
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0287681873
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt03216
IRS990/TotalRevenueGrp/ExclusionAmt0478507
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt022214
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0364235099
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0287681873
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE BEACON STREET
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0021083002
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RINO MERMINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625234711
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELEVANCE HEALTH RETIREE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELEV
ReturnHeader/Filer/EIN0010477639
ReturnHeader/Filer/InCareOfNm0% SARA SCHLUGE
ReturnHeader/Filer/PhoneNum03174886000
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 VIRGINIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN E EADS
ReturnHeader/ReturnTs02023-11-09T10:27:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RINO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERMINI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
$287,681,873
Liabilities
$0
Net assets
$287,681,873
Revenue
$500,721
Expenses
$21,873,734
Net income
-$21,373,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$317$0.00$317$0.65$19.0$18.3
2023Detailed filing. Detailed filing data is available for this year.$306$0.00$306$2.43$22.8$20.4
2022Detailed filing. Detailed filing data is available for this year.$288$0.00$288$0.50$21.9$21.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$364$0.00$364$6.31$26.4$20.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$358$0.00$358$1.10$8.57$7.47
2019Detailed filing. Detailed filing data is available for this year.$333$0.00$333$1.66$16.6$14.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$0.00$298$5.84$7.84$2.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$0.00$316$35.2$4.97$30.2
2016Detailed filing. Detailed filing data is available for this year.$285$0.00$285$32.9$16.2$16.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$266$0.00$266$3.62$7.72$4.10
2014Summary only. Only limited summary data is available for this year.$272$0.00$272$13.6$6.24$7.39
2013Summary only. Only limited summary data is available for this year.$264$0.00$264$29.7$5.19$24.5
2012Summary only. Only limited summary data is available for this year.$240$0.00$240$17.4$4.34$13.0
2011Summary only. Only limited summary data is available for this year.$227$0.00$227$30.7$0.28$30.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)9 • $250M-$1B nonprofits