Civic Intelligence

Fidelity Welfare Benefit Plans Veba Trust

990 • Fiscal year 2017 • EIN 04-7025783

Jan 01, 2017 to Dec 31, 2017

Organization ProfileN/A
Westlake, TX
Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$576,208,431

Up $92,730,215 (+19%) from 2016

Net Assets

Up

$563,691,385

Up $81,347,898 (+17%) from 2016

Liabilities

Up

$12,517,046

Up $11,382,317 (+1003%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin88th percentile

Revenue

Down

$31,000,218

Down $28,338,531 (-48%) from 2016

Expenses

Up

$15,876,158

Up $8,969,740 (+130%) from 2016

Net Income

Down

$15,124,060

Down $37,308,271 (-71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.0B$500M$0Assets 2010: $114,841,240Liabilities 2010: $32,856Net Assets 2010: $114,808,3842010Assets 2011: $184,088,615Liabilities 2011: $1,026Net Assets 2011: $184,087,5892011Assets 2012: $183,209,392Liabilities 2012: $1,556Net Assets 2012: $183,207,8362012Assets 2013: $285,294,221Liabilities 2013: $22,002,056Net Assets 2013: $263,292,1652013Assets 2014: $371,379,657Liabilities 2014: $25,013,485Net Assets 2014: $346,366,1722014Assets 2015: $428,132,328Liabilities 2015: $2,745,246Net Assets 2015: $425,387,0822015Assets 2016: $483,478,216Liabilities 2016: $1,134,729Net Assets 2016: $482,343,4872016Assets 2017: $576,208,431Liabilities 2017: $12,517,046Net Assets 2017: $563,691,3852017Assets 2018: $609,761,944Liabilities 2018: $12,780,930Net Assets 2018: $596,981,0142018Assets 2019: $676,952,810Liabilities 2019: $697,563Net Assets 2019: $676,255,2472019Assets 2020: $731,705,969Liabilities 2020: $8,926,660Net Assets 2020: $722,779,3092020Assets 2021: $785,854,843Liabilities 2021: $2,311,881Net Assets 2021: $783,542,9622021Assets 2022: $846,203,164Liabilities 2022: $30,817,201Net Assets 2022: $815,385,9632022Assets 2023: $894,505,364Liabilities 2023: $7,309,188Net Assets 2023: $887,196,1762023Assets 2024: $953,642,959Liabilities 2024: $12,376,895Net Assets 2024: $941,266,0642024

Highlighted filing

2017

Assets$576,208,431
Liabilities$12,517,046
Net Assets$563,691,385
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2010: $65,012,705Expenses 2010: $415,454Net Income 2010: $64,597,2512010Revenue 2011: $70,011,612Expenses 2011: $732,407Net Income 2011: $69,279,2052011Revenue 2012: $18,408Expenses 2012: $898,161Net Income 2012: -$879,7532012Revenue 2013: $82,021,294Expenses 2013: $1,936,965Net Income 2013: $80,084,3292013Revenue 2014: $85,058,926Expenses 2014: $1,984,919Net Income 2014: $83,074,0072014Revenue 2015: $82,500,019Expenses 2015: $5,073,421Net Income 2015: $77,426,5982015Revenue 2016: $59,338,749Expenses 2016: $6,906,418Net Income 2016: $52,432,3312016Revenue 2017: $31,000,218Expenses 2017: $15,876,158Net Income 2017: $15,124,0602017Revenue 2018: $88,587,527Expenses 2018: $11,192,769Net Income 2018: $77,394,7582018Revenue 2019: $24,703,001Expenses 2019: $21,593,327Net Income 2019: $3,109,6742019Revenue 2020: $20,493,745Expenses 2020: $18,534,009Net Income 2020: $1,959,7362020Revenue 2021: $56,193,264Expenses 2021: $21,754,093Net Income 2021: $34,439,1712021Revenue 2022: $156,797,025Expenses 2022: $19,202,016Net Income 2022: $137,595,0092022Revenue 2023: $20,107,374Expenses 2023: $22,669,357Net Income 2023: -$2,561,9832023Revenue 2024: $42,707,725Expenses 2024: $31,852,765Net Income 2024: $10,854,9602024

Highlighted filing

2017

Revenue$31,000,218
Expenses$15,876,158
Net Income$15,124,060
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

Health benefits for retired employees.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$576,208,431
Liabilities
$12,517,046
Net assets
$563,691,385
Revenue
$31,000,218
Expenses
$15,876,158
Net income
$15,124,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$954$12.4$941$42.7$31.9$10.9
2023Detailed filing. Detailed filing data is available for this year.$895$7.31$887$20.1$22.7$2.56
2022Detailed filing. Detailed filing data is available for this year.$846$30.8$815$157$19.2$138
2021Detailed filing. Detailed filing data is available for this year.$786$2.31$784$56.2$21.8$34.4
2020Detailed filing. Detailed filing data is available for this year.$732$8.93$723$20.5$18.5$1.96
2019Summary only. Only limited summary data is available for this year.$677$0.70$676$24.7$21.6$3.11
2018Summary only. Only limited summary data is available for this year.$610$12.8$597$88.6$11.2$77.4
2017Summary only. Only limited summary data is available for this year.$576$12.5$564$31.0$15.9$15.1
2016Summary only. Only limited summary data is available for this year.$483$1.13$482$59.3$6.91$52.4
2015Summary only. Only limited summary data is available for this year.$428$2.75$425$82.5$5.07$77.4
2014Summary only. Only limited summary data is available for this year.$371$25.0$346$85.1$1.98$83.1
2013Summary only. Only limited summary data is available for this year.$285$22.0$263$82.0$1.94$80.1
2012Summary only. Only limited summary data is available for this year.$183$0.00$183$0.02$0.90$0.88
2011Summary only. Only limited summary data is available for this year.$184$0.00$184$70.0$0.73$69.3
2010Summary only. Only limited summary data is available for this year.$115$0.03$115$65.0$0.42$64.6