Civic Intelligence

Equity Health Care Trust

EIN 27-7021273 • 501(c)9 • Carey, OH

Profile

The purpose of the equity health care trust is to furnish eligible employees of participating employers with certain health care and welfare benefits.

1201 East Findlay StreetCarey, OH 43316-9760

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.9%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$190,923

Down $60,757 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$190,923

Down $60,757 (-24%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin33rd percentile

Revenue

Up

$6,823,486

Up $663,290 (+11%) from 2023

Expenses

Up

$6,884,243

Up $378,177 (+5.8%) from 2023

Net Income

Up

-$60,757

Up $285,113 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$300K$200K$100K$0Assets 2023: $251,680Liabilities 2023: $0Net Assets 2023: $251,6802023Assets 2024: $190,923Liabilities 2024: $0Net Assets 2024: $190,9232024

Highlighted filing

2024

Assets$190,923
Liabilities$0
Net Assets$190,923
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2023: $6,160,196Expenses 2023: $6,506,066Net Income 2023: -$345,8702023Revenue 2024: $6,823,486Expenses 2024: $6,884,243Net Income 2024: -$60,7572024

Highlighted filing

2024

Revenue$6,823,486
Expenses$6,884,243
Net Income-$60,757
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$190,923
Liabilities
$0
Net assets
$190,923
Revenue
$6,823,486
Expenses
$6,884,243
Net income
-$60,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$6.82$6.88$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$6.16$6.51$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$6,823,486
Mission and Program Overview

Mission

The purpose of the equity health care trust is to furnish eligible employees of participating employers with certain health care and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$251,680$190,923▼ $60,757
Rtn Earn Endowment Incm Other Fnds$251,680$190,923▼ $60,757
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$251,680$190,923▼ $60,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$251,680$190,923▼ $60,757
Total Liabilities and Net Assets / Fund Balance$251,680$190,923▼ $60,757
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
David AndrewsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,823,486
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-60,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$694,955
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---$6,189,288
Insurance---$669,443
Fees for Services Other---$22,792
Fees for Services Accounting---$1,590
Other Expenses---$1,130
Total Functional Expenses$0$0$0$6,884,243
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The trustees were provided for thier review a completed copy of form 990 with all related forms and attachments prior to filing with the interenal revenue service.”

Form 990, Part VI, Section B, Line 15

“No compensation is paid to trustees of the trust.”

Form 990, Part VI, Section C, Line 19

“If requested the equity health care trust plan document is available for public inspection at the legal address of the trust.”

Filing and Contact Details

Filer

Filer Name
Equity Health Care Trust
EIN
27-7021273
Phone
4193963900
Address
1201 EAST FINDLAY STREET, CAREY, OH 43316-9760

Signing Officer

Name
David Andrews
Title
Trustee
Phone
4193963900
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Andrews
Formed
2011
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Rea & Associates Inc
Address
2579 SHAWNEE ROAD, LIMA, OH 45806
Preparer
Bobbie Jo Brenneman
Phone
4193311040
Raw XML Appendix227 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/ActivityOrMissionDesc0THE PURPOSE OF THE EQUITY HEALTH CARE TRUST IS TO FURNISH ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS WITH CERTAIN HEALTH CARE AND WELFARE BENEFITS.
IRS990/BenefitsToMembersGrp/TotalAmt06189288
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VAUGHN INDUSTRIES
IRS990/BooksInCareOfDetail/PhoneNum04193963900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 EAST FINDLAY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAREY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0433169760
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0251680
IRS990/CashNonInterestBearingGrp/EOYAmt0190923
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06189288
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0694955
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06823486
IRS990/CYRevenuesLessExpensesAmt0-60757
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06884243
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06823486
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE EQUITY HEALTH CARE TRUST ENTERED INTO AN AGREEMENT WITH A COMPANY TO PROVIDE HEALTH BENEFITS TO ITS ELIGIBLE EMPLOYEES. THE COMPANY MAKES CONTRIBUTIONS TO THE TRUST FOR ALL ELIGIBLE EMPLOYEES. A PORTION OF THE COMPANY CONTRIBUTION IS FROM EMPLOYEE WITHHOLDING AND/OR COBRA PAYMENTS. THE TRUST MAKES HEALTH BENEFIT PAYMENTS, IN THE FORM OF INSURANCE PREMIUMS OR HEALTH CARE COSTS FOR ELIGIBLE EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01590
IRS990/FeesForServicesOtherGrp/TotalAmt022792
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ANDREWS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06823486
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0669443
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE EQUITY HEALTH CARE TRUST IS TO FURNISH ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS WITH CERTAIN HEALTH CARE AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0251680
IRS990/NetAssetsOrFundBalancesEOYAmt0190923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COBRA ADMIN
IRS990/OtherExpensesGrp/TotalAmt01130
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID ANDREWS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0ER/EE HEALTH CARE CONT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06823486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06823486
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt06506066
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06160196
IRS990/PYRevenuesLessExpensesAmt0-345870
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06506066
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06160196
IRS990/ReconcilationRevenueExpnssAmt0-60757
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0251680
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0190923
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES WERE PROVIDED FOR THIER REVIEW A COMPLETED COPY OF FORM 990 WITH ALL RELATED FORMS AND ATTACHMENTS PRIOR TO FILING WITH THE INTERENAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMPENSATION IS PAID TO TRUSTEES OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF REQUESTED THE EQUITY HEALTH CARE TRUST PLAN DOCUMENT IS AVAILABLE FOR PUBLIC INSPECTION AT THE LEGAL ADDRESS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0251680
IRS990/TotalAssetsEOYAmt0190923
IRS990/TotalAssetsGrp/BOYAmt0251680
IRS990/TotalAssetsGrp/EOYAmt0190923
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06884243
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0251680
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0190923
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06823486
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06823486
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06823486
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0251680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0190923
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CAREY
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IRS990/USAddress/ZIPCd043316
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04193963900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUITY HEALTH CARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0277021273
ReturnHeader/Filer/PhoneNum04193963900
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 EAST FINDLAY STREET
ReturnHeader/Filer/USAddress/CityNm0CAREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0433169760
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02579 SHAWNEE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045806
ReturnHeader/PreparerPersonGrp/PhoneNum04193311040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BOBBIE JO BRENNEMAN
ReturnHeader/ReturnTs02025-08-14T10:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $5M-$10M nonprofits