Civic Intelligence

City of San Bruno Veba Health Savings Trust

990EZ • Fiscal year 2020 • EIN 27-4445375

Nov 01, 2019 to Oct 31, 2020 • Filed on Aug 17, 2021

Organization ProfileN/A
567 El Camino RealSan Bruno, CA 94066

(650) 616-7023

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

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

Liabilities / Revenue

68th percentile

0.00x

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

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

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2020 filings • 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.

2020 filings • 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 / Assets65th percentile

Assets

$476,257

No earlier filing loaded for comparison.

Net Assets

$476,257

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin97th percentile

Revenue

$153,812

No earlier filing loaded for comparison.

Expenses

$4,240

No earlier filing loaded for comparison.

Net Income

$149,572

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $476,257Liabilities 2020: $0Net Assets 2020: $476,2572020Assets 2021: $368,827Liabilities 2021: $0Net Assets 2021: $368,8272021Assets 2022: $427,310Liabilities 2022: $0Net Assets 2022: $427,3102022

Highlighted filing

2020

Assets$476,257
Liabilities$0
Net Assets$476,257
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2020: $153,812Expenses 2020: $4,240Net Income 2020: $149,5722020Revenue 2021: $9,092Expenses 2021: $116,522Net Income 2021: -$107,4302021Revenue 2022: $156,130Expenses 2022: $97,647Net Income 2022: $58,4832022

Highlighted filing

2020

Revenue$153,812
Expenses$4,240
Net Income$149,572
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Aug 17, 2021
Return Version
2019v5.2
Gross Receipts
$153,812
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 31 PARTICIPANTS WHO RECEIVED MEDICAL CARE.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATRIX TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
City of San Bruno
EIN
27-4445375
Phone
6506167023
Address
567 EL CAMINO REAL, SAN BRUNO, CA 94066

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8889473472
Signed
2021-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 1,219.”

Raw XML Appendix89 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08889473472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 14TH STREET SUITE 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0326685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0476257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0149572
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04240
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0326685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0476257
IRS990EZ/GrossReceiptsAmt0153812
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01219
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0326685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0476257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0326685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0476257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATRIX TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990EZ/ProgramServiceRevenueAmt0152593
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 31 PARTICIPANTS WHO RECEIVED MEDICAL CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt04240
IRS990EZ/TotalRevenueAmt0153812
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 1,219.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889473472
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITY OF SAN BRUNO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CITY
ReturnHeader/Filer/EIN0274445375
ReturnHeader/Filer/PhoneNum06506167023
ReturnHeader/Filer/USAddress/AddressLine1Txt0567 EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0SAN BRUNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094066
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/PreparationDt02021-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02021-08-18T10:04:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,257
Liabilities
$0
Net assets
$476,257
Revenue
$153,812
Expenses
$4,240
Net income
$149,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$1.56$0.98$0.58
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.09$1.17$1.07
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$1.54$0.04$1.50