Civic Intelligence

West Palm Beach Pba Retiree Health Benefit Fund

990 • Fiscal year 2020 • EIN 30-0299005

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

Organization ProfileN/A
2100 North Florida Mango RoadWest Palm Beach, FL 33409

(561) 689-3745

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

55%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$16,069,651

Up $2,205,502 (+16%) from 2019

Net Assets

Up

$16,069,651

Up $2,205,502 (+16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Up

$2,286,049

Up $815,416 (+55%) from 2019

Expenses

Down

$830,527

Down $28,001 (-3.3%) from 2019

Net Income

Up

$1,455,522

Up $843,417 (+138%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $8,825,630Liabilities 2014: $0Net Assets 2014: $8,825,6302014Assets 2015: $9,081,630Liabilities 2015: $121,712Net Assets 2015: $8,959,9182015Assets 2016: $9,875,349Liabilities 2016: $0Net Assets 2016: $9,875,3492016Assets 2017: $11,643,897Liabilities 2017: $0Net Assets 2017: $11,643,8972017Assets 2018: $11,211,696Liabilities 2018: $0Net Assets 2018: $11,211,6962018Assets 2019: $13,864,149Liabilities 2019: $0Net Assets 2019: $13,864,1492019Assets 2020: $16,069,651Liabilities 2020: $0Net Assets 2020: $16,069,6512020Assets 2021: $18,401,881Liabilities 2021: $0Net Assets 2021: $18,401,8812021Assets 2022: $15,500,689Liabilities 2022: $0Net Assets 2022: $15,500,6892022Assets 2023: $18,354,909Liabilities 2023: $0Net Assets 2023: $18,354,9092023

Highlighted filing

2020

Assets$16,069,651
Liabilities$0
Net Assets$16,069,651
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2014: $1,387,330Expenses 2014: $496,629Net Income 2014: $890,7012014Revenue 2015: $1,007,877Expenses 2015: $561,749Net Income 2015: $446,1282015Revenue 2016: $1,694,029Expenses 2016: $635,447Net Income 2016: $1,058,5822016Revenue 2017: $1,496,113Expenses 2017: $714,339Net Income 2017: $781,7742017Revenue 2018: $1,307,967Expenses 2018: $764,156Net Income 2018: $543,8112018Revenue 2019: $1,470,633Expenses 2019: $858,528Net Income 2019: $612,1052019Revenue 2020: $2,286,049Expenses 2020: $830,527Net Income 2020: $1,455,5222020Revenue 2021: $6,524,034Expenses 2021: $927,178Net Income 2021: $5,596,8562021Revenue 2022: $1,112,827Expenses 2022: $1,022,647Net Income 2022: $90,1802022Revenue 2023: $1,187,152Expenses 2023: $977,468Net Income 2023: $209,6842023

Highlighted filing

2020

Revenue$2,286,049
Expenses$830,527
Net Income$1,455,522
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$7,355,750
Mission and Program Overview

Mission

To provide full or partial reimbursement for health insurance premiums or other qualified benefits permitted under section 501(c)(9) of the internal revenue code.

To provide full or partial reimbursement for health insurance premiums or other quailifed benefits permitted under section 501(c)(9) of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,778,572$15,855,497▲ $2,076,925
Rtn Earn Endowment Incm Other Fnds$2,652,453$2,205,502▼ $446,951
Cash and Non-Interest-Bearing Accounts$85,577$214,154▲ $128,577
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,864,149$16,069,651▲ $2,205,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,864,149$16,069,651▲ $2,205,502
Total Liabilities and Net Assets / Fund Balance$13,864,149$16,069,651▲ $2,205,502
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dennis HardimanTrustee
Designee Dana HerstTrustee
Dusten CampbellTrustee
Jairo RuizTrustee
Marks ParkTrustee
Michael FerreraTrustee
Louis PenqueVeba Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,026,842
Investment Income
$1,259,207
Other Revenue
$0
Change in Net Assets
$1,455,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,147
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$783,380--$783,380
Fees for Service Investment Mgmnt Fees-$32,261-$32,261
Fees for Services Management-$6,000-$6,000
Fees for Services Legal-$5,726-$5,726
Insurance-$2,510-$2,510
Other Expenses-$650-$650
Total Functional Expenses$783,380$47,147$0$830,527
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
Backup withholding compliance
Yes
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 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“Members may be any employee or former employee of the city of west palm beach who is or may become eligible to receive a benefit of any type from the plan. Members elect two of the trustees who must be active employees of the city of west palm beach.”

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

“The 990 is presented to and reviewed by the treasurer and trustees before filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and the tax return are made available to members upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
West Palm Beach Pba
EIN
30-0299005
Phone
5616893745
Address
2100 NORTH FLORIDA MANGO ROAD, WEST PALM BEACH, FL 33409

Signing Officer

Name
Louis Penque
Title
Veba Administrator
Phone
5616893745
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis Penque
Formed
2005
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
MOORE ELLISON & MCDUFFIE CPA'S PA
Address
2627 MITCHAM DRIVE, TALLAHASSEE, FL 32308
Preparer
Charlette L Moore
Phone
8508773149
Raw XML Appendix301 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS MAY BE ANY EMPLOYEE OR FORMER EMPLOYEE OF THE CITY OF WEST PALM BEACH WHO IS OR MAY BECOME ELIGIBLE TO RECEIVE A BENEFIT OF ANY TYPE FROM THE PLAN. MEMBERS ELECT TWO OF THE TRUSTEES WHO MUST BE ACTIVE EMPLOYEES OF THE CITY OF WEST PALM BEACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PRESENTED TO AND REVIEWED BY THE TREASURER AND TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE TAX RETURN ARE MADE AVAILABLE TO MEMBERS UPON REASONABLE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE ELLISON & MCDUFFIE CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02627 MITCHAM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08508773149
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLETTE L MOORE
ReturnHeader/ReturnTs02021-11-08T13:42:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENQUE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$16,069,651
Liabilities
$0
Net assets
$16,069,651
Revenue
$2,286,049
Expenses
$830,527
Net income
$1,455,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.19$0.98$0.21
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.11$1.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$6.52$0.93$5.60
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.29$0.83$1.46
2019Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.47$0.86$0.61
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.31$0.76$0.54
2017Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.50$0.71$0.78
2016Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$1.69$0.64$1.06
2015Detailed filing. Detailed filing data is available for this year.$9.08$0.12$8.96$1.01$0.56$0.45
2014Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.39$0.50$0.89