Civic Intelligence

Aegis Group Inc Health Investment Plan

EIN 26-3501002 • 501(c)9 • Green Bay, WI

Profile

A voluntary employee's beneficiary association (VEBA) to fund medical reimbursement of eligible medical expenses under a health reimbursement arrangement.

1751 Allouez AvenueGreen Bay, WI 54311

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-154%

Higher net margin than 31% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

$291,057

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$291,057

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue80th percentileNet Margin31st percentile

Revenue

$5,338

No earlier filing loaded for comparison.

Expenses

$13,541

No earlier filing loaded for comparison.

Net Income

-$8,203

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2020: $291,057Liabilities 2020: $0Net Assets 2020: $291,0572020

Highlighted filing

2020

Assets$291,057
Liabilities$0
Net Assets$291,057
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2020: $5,338Expenses 2020: $13,541Net Income 2020: -$8,2032020

Highlighted filing

2020

Revenue$5,338
Expenses$13,541
Net Income-$8,203
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$291,057
Liabilities
$0
Net assets
$291,057
Revenue
$5,338
Expenses
$13,541
Net income
-$8,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$0.05$0.14$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Gross Receipts
$18,569
Mission and Program Overview

Mission

A voluntary employee's beneficiary association (VEBA) to fund medical reimbursement of eligible medical expenses under a health reimbursement arrangement.

A voluntary employee's beneficiary association (VEBA) to fund medical reimbursement of eligible edical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$288,465$291,057▲ $2,592
Cap Stk Tr Prin Current Funds$288,465$291,057▲ $2,592
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$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$288,465$291,057▲ $2,592
Other Assets Total$0$0→ $0
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
Total Net Assets Fund Balance$288,465$291,057▲ $2,592
Total Liabilities and Net Assets / Fund Balance$288,465$291,059▲ $2,594
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Hand Benefit Trust CoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,918
Investment Income
$1,420
Other Revenue
$0
Change in Net Assets
$-8,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,175
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$12,366--$12,366
Fees for Service Investment Mgmnt Fees-$1,078-$1,078
Fees for Services Other-$97-$97
Total Functional Expenses$12,366$1,175$0$13,541
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
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
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 6

“The participants of the health reimbursement arrangement funded by the organization are members of the organization.”

Part VI, Section A, Line 7 (B)

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

Part VI, Section A, Line 9(A)

“Trustee: hand benefit & trust co., 820 gessner rd., ste. 1250, houston, tx 77024”

Part VI, Section B, Line 11(A)

“The trustee reviews the form 990 based upon financial records for the organziation and executes it.”

Part VI, Section C, Line 19

“The organization makes governing documents and financial statements avilable 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
AEGIS GROUP INC Health Investment Plan
EIN
26-3501002
In Care Of
% BPAS
Phone
9204699779
Address
1751 Allouez Avenue, Green Bay, WI 54311

Signing Officer

Name
Elaine Johnson
Title
Finance Director
Phone
9204699779
Signed
2021-11-14

Organization Details

Principal Officer
Aegis Group Inc
Formed
2006
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix331 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/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE: HAND BENEFIT & TRUST CO., 820 GESSNER RD., STE. 1250, HOUSTON, TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON FINANCIAL RECORDS FOR THE ORGANZIATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7 (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 9(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Elaine Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09204699779
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEGIS GROUP INC Health Investment Plan
ReturnHeader/Filer/BusinessNameControlTxt0AGIH
ReturnHeader/Filer/EIN0263501002
ReturnHeader/Filer/InCareOfNm0% BPAS
ReturnHeader/Filer/PhoneNum09204699779
ReturnHeader/Filer/USAddress/AddressLine1Txt01751 Allouez Avenue
ReturnHeader/Filer/USAddress/CityNm0Green Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054311
ReturnHeader/ReturnTs02021-11-14T19:45:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elaine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Johnson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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