Civic Intelligence

Rsffpd Veba Health Savings Trust

EIN 20-4854354 • 501(c)9 • Rancho Santa Fe, CA

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement.

PO Box 410Rancho Santa Fe, CA 92067-0410

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

84th percentile

$226,569

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

71%

Faster revenue growth than 92% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$7,259,136

Up $1,135,468 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,259,136

Up $1,135,468 (+19%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin94th percentile

Revenue

Up

$528,286

Up $4,154 (+0.8%) from 2023

Expenses

Down

$181,553

Down $37,664 (-17%) from 2023

Net Income

Up

$346,733

Up $41,818 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,168,987Liabilities 2012: $0Net Assets 2012: $1,168,9872012Assets 2013: $1,446,879Liabilities 2013: $0Net Assets 2013: $1,446,8792013Assets 2014: $1,730,070Liabilities 2014: $0Net Assets 2014: $1,730,0702014Assets 2015: $1,935,322Liabilities 2015: $0Net Assets 2015: $1,935,3222015Assets 2016: $2,135,999Liabilities 2016: $0Net Assets 2016: $2,135,9992016Assets 2017: $2,680,582Liabilities 2017: $0Net Assets 2017: $2,680,5822017Assets 2018: $3,297,330Liabilities 2018: $0Net Assets 2018: $3,297,3302018Assets 2019: $3,842,646Liabilities 2019: $0Net Assets 2019: $3,842,6462019Assets 2020: $4,231,990Liabilities 2020: $0Net Assets 2020: $4,231,9902020Assets 2021: $5,607,760Liabilities 2021: $0Net Assets 2021: $5,607,7602021Assets 2022: $5,211,449Liabilities 2022: $0Net Assets 2022: $5,211,4492022Assets 2023: $6,123,668Liabilities 2023: $0Net Assets 2023: $6,123,6682023Assets 2024: $7,259,136Liabilities 2024: $0Net Assets 2024: $7,259,1362024

Highlighted filing

2024

Assets$7,259,136
Liabilities$0
Net Assets$7,259,136
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $206,398Expenses 2012: $46,233Net Income 2012: $160,1652012Revenue 2013: $346,960Expenses 2013: $42,841Net Income 2013: $304,1192013Revenue 2014: $353,755Expenses 2014: $70,564Net Income 2014: $283,1912014Revenue 2015: $269,287Expenses 2015: $64,035Net Income 2015: $205,2522015Revenue 2016: $247,282Expenses 2016: $46,605Net Income 2016: $200,6772016Revenue 2017: $332,242Expenses 2017: $25,276Net Income 2017: $306,9662017Revenue 2018: $426,426Expenses 2018: $25,820Net Income 2018: $400,6062018Revenue 2019: $436,181Expenses 2019: $64,886Net Income 2019: $371,2952019Revenue 2020: $343,300Expenses 2020: $78,108Net Income 2020: $265,1922020Revenue 2021: $1,595,568Expenses 2021: $219,797Net Income 2021: $1,375,7712021Revenue 2022: -$221,913Expenses 2022: $174,398Net Income 2022: -$396,3112022Revenue 2023: $524,132Expenses 2023: $219,217Net Income 2023: $304,9152023Revenue 2024: $528,286Expenses 2024: $181,553Net Income 2024: $346,7332024

Highlighted filing

2024

Revenue$528,286
Expenses$181,553
Net Income$346,733
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$7,259,136
Liabilities
$0
Net assets
$7,259,136
Revenue
$528,286
Expenses
$181,553
Net income
$346,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$7.26$0.00$7.26$0.53$0.18$0.35
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.00$6.12$0.52$0.22$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.22$0.17$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$1.60$0.22$1.38
2020Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.34$0.08$0.27
2019Summary only. Only limited summary data is available for this year.$3.84$0.00$3.84$0.44$0.06$0.37
2018Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.43$0.03$0.40
2017Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.33$0.03$0.31
2016Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$0.25$0.05$0.20
2015Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.27$0.06$0.21
2014Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.35$0.07$0.28
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.35$0.04$0.30
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.21$0.05$0.16
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$524,132
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,211,449$6,123,668▲ $912,219
Investments in Publicly Traded Securities$3,582,323$4,553,496▲ $971,173
Savings and Temporary Cash Investments$1,517,677$1,455,596▼ $62,081
Cash and Non-Interest-Bearing Accounts$111,449$114,576▲ $3,127
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,211,449$6,123,668▲ $912,219
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,211,449$6,123,668▲ $912,219
Total Liabilities and Net Assets / Fund Balance$5,211,449$6,123,668▲ $912,219
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
John CareyTrustee$145,332$145,332
Nicholas BrandowTrustee$143,732$143,732
Nathan SanfordTrustee$139,095$139,095
Alicea CaccavoTrustee$138,228$138,228
Scott YoungTrustee$135,423$135,423
Corbin MartinezTrustee$114,587$114,587
Sandra ReyesTrustee$71,226$71,226
Karlena RannalsTrustee$11,028$11,028

Board Members and Trustees

NameTitle
Brian SlatteryTrustee
David LivingstoneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$507,659
Investment Income
$16,473
Other Revenue
$0
Change in Net Assets
$304,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,920
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---$200,297
Fees for Service Investment Mgmnt Fees---$13,494
Fees for Services Accounting---$5,426
Total Functional Expenses$0$0$0$219,217
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The trustees take certain direction regarding the trust from the plan administrator (or its designee) and the members.”

Form 990, Part VI, Section A, Line 8A

“THERE WERE NO MEETINGS.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11B

“The trustees review the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
Rsffpd Veba Health Savings Trust
EIN
20-4854354
Phone
8587565971
Address
PO BOX 410, RANCHO SANTA FE, CA 92067-0410

Signing Officer

Name
Alicea Caccavo
Title
Trustee
Phone
8587565971
Signed
2023-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alicea Caccavo
Formed
2000
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML Appendix362 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN SLATTERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0176472
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES TAKE CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204854354
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOV
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FIRE PROTECTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0GOV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt018027 CALLE AMBIENTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RANCHO SANTA FE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05211449
IRS990/TotalAssetsEOYAmt06123668
IRS990/TotalAssetsGrp/BOYAmt05211449
IRS990/TotalAssetsGrp/EOYAmt06123668
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05211449
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06123668
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0507659
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016473
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0507659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0524132
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05211449
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06123668
IRS990/TotReportableCompRltdOrgAmt01075123
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 410
IRS990/USAddress/CityNm0RANCHO SANTA FE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0920670410
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICEA CACCAVO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08587565971
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RSFFPD VEBA HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RSFF
ReturnHeader/Filer/EIN0204854354
ReturnHeader/Filer/PhoneNum08587565971
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 410
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920670410
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02023-10-30T14:32:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALICEA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CACCAVO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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