Civic Intelligence

Retiree Health Security Plan

EIN 26-4826549 • 501(c)9 • Alameda, CA

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Profile

A health reimbursement arrangement designed to provide reimbursement of certain health care expenses to eligible participants following retirement.

1600 Harbor Bay Pkwy Ste 200Alameda, CA 94502

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-10265%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2018

Asset Growth

17th percentile

-100%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,182,411 (-100%) from 2017

Liabilities

Down

$0

Down $1,607 (-100%) from 2017

Net Assets

Down

$0

Down $1,180,804 (-100%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$563

Down $399,884 (-100%) from 2017

Expenses

Up

$58,353

Up $34,915 (+149%) from 2017

Net Income

Down

-$57,790

Down $434,799 (-115%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $502,797Liabilities 2015: $16Net Assets 2015: $502,7812015Assets 2016: $880,384Liabilities 2016: $6,381Net Assets 2016: $874,0032016Assets 2017: $1,182,411Liabilities 2017: $1,607Net Assets 2017: $1,180,8042017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $267,316Expenses 2015: $8,183Net Income 2015: $259,1332015Revenue 2016: $379,822Expenses 2016: $8,540Net Income 2016: $371,2822016Revenue 2017: $400,447Expenses 2017: $23,438Net Income 2017: $377,0092017Revenue 2018: $563Expenses 2018: $58,353Net Income 2018: -$57,7902018

Highlighted filing

2018

Revenue$563
Expenses$58,353
Net Income-$57,790
Open 2018 Filing

Filings

Most recent year

2018 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$563
Expenses
$58,353
Net income
-$57,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.06$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.40$0.02$0.38
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.01$0.87$0.38$0.01$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.27$0.01$0.26
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2017
Return Version
2016v3.1
Gross Receipts
$379,822
Mission and Program Overview

Mission

A health reimbursement arrangement designed to provide reimbursement of certain health care expenses to eligible participants following retirement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$213,559$499,577▲ $286,018
Investments in Publicly Traded Securities$256,343$262,881▲ $6,538
Savings and Temporary Cash Investments$0$28,926▲ $28,926
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
Cap Stk Tr Prin Current Funds$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$502,797$880,384▲ $377,587
Other Assets Total$32,895$89,000▲ $56,105
Liabilities
Accounts Payable and Accrued Expenses$16$6,381▲ $6,365
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$16$6,381▲ $6,365
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,781$874,003▲ $371,222
Total Liabilities and Net Assets / Fund Balance$502,797$880,384▲ $377,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$89,000--
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Austris RungisCo-chairman
Russell E BurnsCo-chairman
Rick DavisDirector
Jim BackmanTrustee
John GouveiaTrustee
Steve IngersollTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$373,266
Investment Income
$6,556
Other Revenue
$0
Change in Net Assets
$371,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$379,822
Revenue Not Reported on Form 990
$-60
Total Revenue per Audited Statements
$379,762
Total Revenue per Form 990
$379,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,540
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
Fees for Services Management---$4,460
Fees for Services Accounting---$3,750
Office Expenses---$330
Total Functional Expenses$0$0$0$8,540

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,540
Total Expenses per Audited Statements$8,540
Total Expenses per Form 990$8,540
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A - LINE 8B:

“There were no committees with authority to act on behalf of the governing body. Form 990, part vi, section b - line 11b: the plan's 990 is available on the trustee website for review prior to filing. Form 990, part vi, section b - line 12c: the quarterly board meetings provide an official venue for officers, directors and trustees to disclose such interests that could give rise to conflicts. Form 990, part vi, section b - line 19: the plan makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Retiree Health Security Plan
EIN
26-4826549
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Austris Rungis
Title
Co-chairman
Phone
5104334400
Signed
2017-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1976
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2 EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix371 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/BooksInCareOfDetail/PhoneNum05106718800
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IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
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IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CYTotalRevenueAmt0379822
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IRS990/FeesForServicesManagementGrp/TotalAmt04460
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IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0AUSTRIS RUNGIS
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN GOUVEIA
IRS990/Form990PartVIISectionAGrp/PersonNm2RUSSELL E BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE INGERSOLL
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM BACKMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM OTHER TRUST
IRS990ScheduleD/RevenueNotReportedAmt0-60
IRS990ScheduleD/RevenueSubtotalAmt0379822
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B - LINE 11B: THE PLAN'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B - LINE 12C: THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A - LINE 8B:
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IRS990/TotalLiabilitiesEOYAmt06381
IRS990/TotalLiabilitiesGrp/BOYAmt016
IRS990/TotalLiabilitiesGrp/EOYAmt06381
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0874003
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0373266
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0373266
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379822
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502797
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0880384
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AUSTRIS RUNGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05104334400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREE HEALTH SECURITY PLAN
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0264826549
ReturnHeader/Filer/InCareOfNm0% ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/PhoneNum05106718800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFEF038C8C3FBB36EF58C84E4BE5A15DC5CB4839
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0895BD3731299A8643050337F2A99E55EAEE1AC5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620172755000053
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 EMBARCADERO CTR STE 2280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941113916
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02017-10-02T18:29:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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