Civic Intelligence

Security Benefit Hra Indiana Veba Trust

990 • Fiscal year 2020 • EIN 27-6955554

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
One Security Benefit PlaceTopeka, KS 66636

(785) 438-3000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

24th percentile

-5.1%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2020 filings • 501(c)9 • $250M-$1B 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 / Assets20th percentile

Assets

$329,407,625

No earlier filing loaded for comparison.

Net Assets

$329,407,625

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin24th percentile

Revenue

$17,823,923

No earlier filing loaded for comparison.

Expenses

$18,734,435

No earlier filing loaded for comparison.

Net Income

-$910,512

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.

$400M$300M$200M$100M$0Assets 2020: $329,407,625Liabilities 2020: $0Net Assets 2020: $329,407,6252020Assets 2021: $320,023,006Liabilities 2021: $0Net Assets 2021: $320,023,0062021Assets 2022: $257,036,692Liabilities 2022: $0Net Assets 2022: $257,036,6922022Assets 2023: $289,587,349Liabilities 2023: $0Net Assets 2023: $289,587,3492023Assets 2024: $321,231,412Liabilities 2024: $0Net Assets 2024: $321,231,4122024

Highlighted filing

2020

Assets$329,407,625
Liabilities$0
Net Assets$329,407,625
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MRevenue 2020: $17,823,923Expenses 2020: $18,734,435Net Income 2020: -$910,5122020Revenue 2021: $39,081,918Expenses 2021: $70,023,687Net Income 2021: -$30,941,7692021Revenue 2022: $22,969,313Expenses 2022: $22,902,869Net Income 2022: $66,4442022Revenue 2023: $22,767,251Expenses 2023: $22,036,875Net Income 2023: $730,3762023Revenue 2024: $31,751,087Expenses 2024: $24,379,804Net Income 2024: $7,371,2832024

Highlighted filing

2020

Revenue$17,823,923
Expenses$18,734,435
Net Income-$910,512
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$17,823,923
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$216,941,436$329,407,625▲ $112,466,189
Cap Stk Tr Prin Current Funds$216,941,436$329,407,625▲ $112,466,189
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$216,941,436$329,407,625▲ $112,466,189
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$216,941,436$329,407,625▲ $112,466,189
Total Liabilities and Net Assets / Fund Balance$216,941,436$329,407,625▲ $112,466,189

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$329,407,625--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,864,719
Investment Income
$11,959,204
Other Revenue
$0
Change in Net Assets
$-910,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,553,512
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$17,180,923--$17,180,923
Fees for Services Other$1,553,512--$1,553,512
Total Functional Expenses$18,734,435$0$0$18,734,435
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
No
Management duties delegated
No

Governance Explanations

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

“There is no committee with authority to act on behalf of the governing body.”

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

“A copy of the form 990 was provided to the administrator.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Security Benefit Hra Indiana Veba Trust
EIN
27-6955554
Phone
7854383000
Address
ONE SECURITY BENEFIT PLACE, TOPEKA, KS 66636

Signing Officer

Name
Joseph Elmy
Title
VP of Tax - Security Financial
Phone
7854383000
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Umb Bank Na
Formed
2011
Legal Domicile
Ks
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marksnelson LLC
Address
1310 E 104TH ST STE 300, KANSAS CITY, MO 64131
Preparer
Ian Osler
Phone
8167437700
Raw XML Appendix268 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt017180923
IRS990/BenefitsToMembersGrp/TotalAmt017180923
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECURITY FINANCIAL RESOURCES INC
IRS990/BooksInCareOfDetail/PhoneNum07854383000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SECURITY BENEFIT PL
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOPEKA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd066636
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt01553512
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-910512
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IRS990/CYTotalExpensesAmt018734435
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IRS990/DescribedInSection501c3Ind00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UMB BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017823923
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011959204
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011959204
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0216941436
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0329407625
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KS
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0216941436
IRS990/NetAssetsOrFundBalancesEOYAmt0329407625
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0113376701
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0UMB BANK NA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0901001
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS TO HRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05864719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05864719
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018338792
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012742159
IRS990/PYOtherExpensesAmt01527762
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05905974
IRS990/PYRevenuesLessExpensesAmt0-1218421
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019866554
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018648133
IRS990/ReconcilationRevenueExpnssAmt0-910512
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt05864719
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0329407625
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUND INVEST FOR HRA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0329407625
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
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
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IRS990/TotalAssetsEOYAmt0329407625
IRS990/TotalAssetsGrp/BOYAmt0216941436
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018734435
IRS990/TotalFunctionalExpensesGrp/TotalAmt018734435
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064106
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ELMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF TAX - SECURITY FINANCIAL
ReturnHeader/BusinessOfficerGrp/PhoneNum07854383000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURITY BENEFIT HRA INDIANA VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0276955554
ReturnHeader/Filer/PhoneNum07854383000
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE SECURITY BENEFIT PLACE
ReturnHeader/Filer/USAddress/CityNm0TOPEKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066636
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481238645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKSNELSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 E 104TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064131
ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN OSLER
ReturnHeader/ReturnTs02021-11-15T14:55:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELMY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$329,407,625
Liabilities
$0
Net assets
$329,407,625
Revenue
$17,823,923
Expenses
$18,734,435
Net income
-$910,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$321$0.00$321$31.8$24.4$7.37
2023Detailed filing. Detailed filing data is available for this year.$290$0.00$290$22.8$22.0$0.73
2022Detailed filing. Detailed filing data is available for this year.$257$0.00$257$23.0$22.9$0.07
2021Detailed filing. Detailed filing data is available for this year.$320$0.00$320$39.1$70.0$30.9
2020Detailed filing. Detailed filing data is available for this year.$329$0.00$329$17.8$18.7$0.91