Civic Intelligence

Jefferson County Veba

990 • Fiscal year 2023 • EIN 20-3653621

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 20, 2024

Organization ProfileWWW.CO.JEFFERSON.ID.US
210 Courthouse Way Ste 100Rigby, ID 83442

(208) 745-7756

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.00x

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

93rd percentile

55%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

8.9%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Flat

$1,587,192

Flat from 2023

Net Assets

Flat

$1,587,192

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin73rd percentile

Revenue

Flat

$2,774,945

Flat from 2023

Expenses

Flat

$2,211,435

Flat from 2023

Net Income

Flat

$563,510

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $450,353Liabilities 2013: $0Net Assets 2013: $450,3532013Assets 2014: $303,761Liabilities 2014: $0Net Assets 2014: $303,7612014Assets 2015: $498,118Liabilities 2015: $0Net Assets 2015: $498,1182015Assets 2016: $598,407Liabilities 2016: $0Net Assets 2016: $598,4072016Assets 2017: $538,968Liabilities 2017: $0Net Assets 2017: $538,9682017Assets 2018: $512,312Liabilities 2018: $0Net Assets 2018: $512,3122018Assets 2019: $357,164Liabilities 2019: $0Net Assets 2019: $357,1642019Assets 2020: $438,955Liabilities 2020: $0Net Assets 2020: $438,9552020Assets 2021: $712,022Liabilities 2021: $0Net Assets 2021: $712,0222021Assets 2022: $1,023,682Liabilities 2022: $0Net Assets 2022: $1,023,6822022Assets 2023: $1,587,192Liabilities 2023: $0Net Assets 2023: $1,587,1922023Assets 2023: $1,587,192Liabilities 2023: $0Net Assets 2023: $1,587,1922023Assets 2024: $1,217,180Liabilities 2024: $0Net Assets 2024: $1,217,1802024

Highlighted filing

2023

Assets$1,587,192
Liabilities$0
Net Assets$1,587,192
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $837,459Expenses 2011: $837,459Net Income 2011: $02011Revenue 2012: $887,439Expenses 2012: $887,438Net Income 2012: $12012Revenue 2013: $1,252,661Expenses 2013: $1,357,656Net Income 2013: -$104,9952013Revenue 2014: $1,316,792Expenses 2014: $1,473,384Net Income 2014: -$156,5922014Revenue 2015: $1,373,229Expenses 2015: $1,178,872Net Income 2015: $194,3572015Revenue 2016: $1,398,741Expenses 2016: $1,298,452Net Income 2016: $100,2892016Revenue 2017: $1,511,323Expenses 2017: $1,570,762Net Income 2017: -$59,4392017Revenue 2018: $1,598,914Expenses 2018: $1,625,570Net Income 2018: -$26,6562018Revenue 2019: $1,673,387Expenses 2019: $1,828,535Net Income 2019: -$155,1482019Revenue 2020: $2,040,853Expenses 2020: $1,959,062Net Income 2020: $81,7912020Revenue 2021: $2,144,115Expenses 2021: $1,871,048Net Income 2021: $273,0672021Revenue 2022: $2,547,723Expenses 2022: $2,236,063Net Income 2022: $311,6602022Revenue 2023: $2,774,945Expenses 2023: $2,211,435Net Income 2023: $563,5102023Revenue 2023: $2,774,945Expenses 2023: $2,211,435Net Income 2023: $563,5102023Revenue 2024: $2,922,914Expenses 2024: $3,292,927Net Income 2024: -$370,0132024

Highlighted filing

2023

Revenue$2,774,945
Expenses$2,211,435
Net Income$563,510
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Feb 20, 2024
Return Version
2022v5.0
Gross Receipts
$2,774,945
Mission and Program Overview

Mission

To receive and hold contributions to pay medical expenses of employees, their spouses and dependents, and to pay plan operational expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,023,682$1,587,193▲ $563,511
Rtn Earn Endowment Incm Other Fnds$1,023,682$1,587,192▲ $563,510
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$1,023,682$1,587,192▲ $563,510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,023,682$1,587,192▲ $563,510
Total Liabilities and Net Assets / Fund Balance$1,023,682$1,587,192▲ $563,510
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Colleen PooleVeba Trustee
Marilyn VanderbeekVeba Trustee
Roger ClarkVeba Trustee
Scott HancockVeba Trustee
Shayne YoungVeba Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,752,088
Investment Income
$22,857
Other Revenue
$0
Change in Net Assets
$563,510
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,211,435--$2,211,435
Total Functional Expenses$2,211,435$0$0$2,211,435
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Jefferson county veba is reviewed by the county clerk prior to filing each year based on year end reporting and bank statements of the county.”

Form 990, Page 6, Part VI, Line 19

“Any public record available upon written request.”

Filing and Contact Details

Filer

Filer Name
Jefferson County Veba
EIN
20-3653621
Phone
2087457756
Address
210 COURTHOUSE WAY STE 100, RIGBY, ID 83442

Signing Officer

Name
Colleen Poole
Title
Veba Trustee
Phone
2087457756
Signed
2024-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colleen Poole
Legal Domicile
Id
Voting Board Members
5
Independent Board Members
2
Employees
0

Preparer

Firm
Searle Hart & Associates Pllc
Address
412 GRAND LOOP, REXBURG, ID 83440
Preparer
Dana Eric Izatt CPA
Phone
2083563716
Raw XML Appendix240 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/TitleTxt2VEBA TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VEBA TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VEBA TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02774945
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022857
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022857
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ID
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO RECEIVE AND HOLD CONTRIBUTIONS TO PAY MEDICAL EXPENSES OF EMPLOYEES, THEIR SPOUSES AND DEPENDENTS, AND TO PAY PLAN OPERATIONAL EXPENSES.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01023682
IRS990/NetAssetsOrFundBalancesEOYAmt01587192
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0COLLEEN POOLE
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02236063
IRS990/PYInvestmentIncomeAmt01094
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IRS990/PYTotalRevenueAmt02547723
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01023682
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFFERSON COUNTY VEBA IS REVIEWED BY THE COUNTY CLERK PRIOR TO FILING EACH YEAR BASED ON YEAR END REPORTING AND BANK STATEMENTS OF THE COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY PUBLIC RECORD AVAILABLE UPON WRITTEN REQUEST.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VEBA TRUSTEE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 GRAND LOOP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA ERIC IZATT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-22T22:51:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POOLE
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,587,192
Liabilities
$0
Net assets
$1,587,192
Revenue
$2,774,945
Expenses
$2,211,435
Net income
$563,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$2.92$3.29$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$2.77$2.21$0.56
2023Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$2.77$2.21$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$2.55$2.24$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$2.14$1.87$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$2.04$1.96$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$1.67$1.83$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$1.60$1.63$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.51$1.57$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.40$1.30$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.37$1.18$0.19
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$1.32$1.47$0.16
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.25$1.36$0.10
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.89$0.89$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.84$0.84$0.00