Civic Intelligence

Oppd Post 12-31-07 Employees Med Tr

EIN 26-2492164 • 501(c)9 • Omaha, NE

Profile

Voluntary employees beneficiary association

1620 Dodge St - Stop 8145Omaha, NE 68197-8145

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$3,104

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$10,723,484

Up $1,628,474 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,723,484

Up $1,628,474 (+18%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin97th percentile

Revenue

Up

$1,811,461

Up $240,854 (+15%) from 2023

Expenses

Down

$154,065

Down $2,917 (-1.9%) from 2023

Net Income

Up

$1,657,396

Up $243,771 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$15M$10M$5.0M$0Assets 2016: $3,698,550Liabilities 2016: $0Net Assets 2016: $3,698,5502016Assets 2017: $3,758,410Liabilities 2017: $0Net Assets 2017: $3,758,4102017Assets 2018: $3,812,173Liabilities 2018: $0Net Assets 2018: $3,812,1732018Assets 2019: $4,590,787Liabilities 2019: $0Net Assets 2019: $4,590,7872019Assets 2020: $5,250,247Liabilities 2020: $0Net Assets 2020: $5,250,2472020Assets 2021: $6,548,808Liabilities 2021: $0Net Assets 2021: $6,548,8082021Assets 2022: $7,673,218Liabilities 2022: $0Net Assets 2022: $7,673,2182022Assets 2023: $9,095,010Liabilities 2023: $0Net Assets 2023: $9,095,0102023Assets 2024: $10,723,484Liabilities 2024: $0Net Assets 2024: $10,723,4842024

Highlighted filing

2024

Assets$10,723,484
Liabilities$0
Net Assets$10,723,484
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2016: $93,587Expenses 2016: $57,344Net Income 2016: $36,2432016Revenue 2017: $103,923Expenses 2017: $44,063Net Income 2017: $59,8602017Revenue 2018: $104,415Expenses 2018: $50,652Net Income 2018: $53,7632018Revenue 2019: $852,048Expenses 2019: $73,434Net Income 2019: $778,6142019Revenue 2020: $718,853Expenses 2020: $59,369Net Income 2020: $659,4842020Revenue 2021: $1,447,479Expenses 2021: $140,750Net Income 2021: $1,306,7292021Revenue 2022: $1,182,180Expenses 2022: $57,771Net Income 2022: $1,124,4092022Revenue 2023: $1,570,607Expenses 2023: $156,982Net Income 2023: $1,413,6252023Revenue 2024: $1,811,461Expenses 2024: $154,065Net Income 2024: $1,657,3962024

Highlighted filing

2024

Revenue$1,811,461
Expenses$154,065
Net Income$1,657,396
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,723,484
Liabilities
$0
Net assets
$10,723,484
Revenue
$1,811,461
Expenses
$154,065
Net income
$1,657,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.81$0.15$1.66
2023Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$1.57$0.16$1.41
2022Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$1.18$0.06$1.12
2021Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$1.45$0.14$1.31
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.72$0.06$0.66
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.85$0.07$0.78
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.10$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.10$0.04$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.09$0.06$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$1,811,461
Mission and Program Overview

Mission

Voluntary employees beneficiary association

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,095,010$10,723,484▲ $1,628,474
Investments in Publicly Traded Securities$7,721,509$9,810,635▲ $2,089,126
Savings and Temporary Cash Investments$1,349,773$912,849▼ $436,924
Total Assets$9,095,010$10,723,484▲ $1,628,474
Other Assets Total$23,728--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,095,010$10,723,484▲ $1,628,474
Total Liabilities and Net Assets / Fund Balance$9,095,010$10,723,484▲ $1,628,474
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Corp Trustee$3,104$3,104
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,415,119
Investment Income
$396,342
Other Revenue
$0
Change in Net Assets
$1,657,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,961
Salaries, Compensation, and Employee Benefits$3,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses-$117,591-$117,591
Fees for Service Investment Mgmnt Fees-$33,370-$33,370
Current Officers, Directors, Trustees, and Key Employees-$3,104-$3,104
Total Functional Expenses$0$154,065$0$154,065
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
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
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 11-description of Process for Review

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The trust's governing documents and any financial statements are not available to the public, except as required by law. A copy of the above trust agreement was attached to the trust's form 1024.”

Filing and Contact Details

Filer

Filer Name
Oppd Post 12-31-07 Employees Med Tr
EIN
26-2492164
Phone
4026023417
Address
1620 DODGE ST - STOP 8145, OMAHA, NE 68197-8145

Signing Officer

Name
Fnbo Trustee
Title
Trustee
Phone
4026023417
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
First National Bank of Omaha
Formed
2008
Legal Domicile
Ne
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA STE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“Mutual fund timing difference ($28,922.94)”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference ($28,922.94)”

Raw XML Appendix230 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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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherExpensesGrp/TotalAmt0117591
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK OF OMAHA
IRS990/BooksInCareOfDetail/PhoneNum04026023417
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01620 DODGE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0OMAHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0681978144
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03104
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0396342
IRS990/CYOtherExpensesAmt0150961
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01415119
IRS990/CYRevenuesLessExpensesAmt01657396
IRS990/CYSalariesCompEmpBnftPaidAmt03104
IRS990/CYTotalExpensesAmt0154065
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01811461
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO BENEFIT VOLUTARY EMPLOYEE BENEFIT ASSOCIATION
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt033370
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033370
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK OF OMAHA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CORP TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01811461
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0396342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0396342
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07721509
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09810635
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NE
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09095010
IRS990/NetAssetsOrFundBalancesEOYAmt010723484
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023728
IRS990/OtherChangesInNetAssetsAmt0-28922
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FIRST NATIONAL BANK OF OMAHA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01415119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01415119
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0308952
IRS990/PYOtherExpensesAmt0153982
IRS990/PYProgramServiceRevenueAmt01261655
IRS990/PYRevenuesLessExpensesAmt01413625
IRS990/PYSalariesCompEmpBnftPaidAmt03000
IRS990/PYTotalExpensesAmt0156982
IRS990/PYTotalRevenueAmt01570607
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01657396
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09095010
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010723484
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01349773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0912849
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUTUAL FUND TIMING DIFFERENCE ($28,922.94)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST'S GOVERNING DOCUMENTS AND ANY FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC, EXCEPT AS REQUIRED BY LAW. A COPY OF THE ABOVE TRUST AGREEMENT WAS ATTACHED TO THE TRUST'S FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING DIFFERENCE ($28,922.94)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FNBO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04026023417
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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ReturnHeader/Filer/EIN0262492164
ReturnHeader/Filer/PhoneNum04026023417
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-15T10:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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