Civic Intelligence

The New Kaiser Voluntary Employees Beneficiary Association Veba Trust

990 • Fiscal year 2020 • EIN 33-0330153

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

620 Coolidge Drive Suite 100Folsom, CA 95630

(916) 294-3279

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

12th percentile

-379%

Higher net margin than 12% 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

11th percentile

-97%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

622%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$26,276

Down $800,691 (-97%) from 2019

Net Assets

Down

$26,276

Down $800,691 (-97%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin12th percentile

Revenue

Up

$211,110

Up $181,876 (+622%) from 2019

Expenses

Down

$1,010,703

Down $162,619 (-14%) from 2019

Net Income

Up

-$799,593

Up $344,495 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$15M$10M$5.0M$0Assets 2011: $13,639,574Liabilities 2011: $0Net Assets 2011: $13,639,5742011Assets 2012: $13,056,811Liabilities 2012: $90,419Net Assets 2012: $12,966,3922012Assets 2013: $10,179,374Liabilities 2013: $83,996Net Assets 2013: $10,095,3782013Assets 2014: $9,443,507Liabilities 2014: $3,663Net Assets 2014: $9,439,8442014Assets 2015: $7,465,237Liabilities 2015: $9Net Assets 2015: $7,465,2282015Assets 2016: $5,920,956Liabilities 2016: $276Net Assets 2016: $5,920,6802016Assets 2017: $4,106,628Liabilities 2017: $24,850Net Assets 2017: $4,081,7782017Assets 2018: $2,145,096Liabilities 2018: $31Net Assets 2018: $2,145,0652018Assets 2019: $826,967Liabilities 2019: $0Net Assets 2019: $826,9672019Assets 2020: $26,276Liabilities 2020: $0Net Assets 2020: $26,2762020

Highlighted filing

2020

Assets$26,276
Liabilities$0
Net Assets$26,276
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $2,684,4192011Expenses 2012: $2,700,7342012Revenue 2013: $166,619Expenses 2013: $2,362,107Net Income 2013: -$2,195,4882013Revenue 2014: $228,522Expenses 2014: $2,331,949Net Income 2014: -$2,103,4272014Revenue 2015: $155,301Expenses 2015: $2,068,535Net Income 2015: -$1,913,2342015Revenue 2016: $254,065Expenses 2016: $2,178,923Net Income 2016: -$1,924,8582016Revenue 2017: $192,211Expenses 2017: $1,744,489Net Income 2017: -$1,552,2782017Revenue 2018: $52,401Expenses 2018: $1,722,148Net Income 2018: -$1,669,7472018Revenue 2019: $29,234Expenses 2019: $1,173,322Net Income 2019: -$1,144,0882019Revenue 2020: $211,110Expenses 2020: $1,010,703Net Income 2020: -$799,5932020

Highlighted filing

2020

Revenue$211,110
Expenses$1,010,703
Net Income-$799,593
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$212,625
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$826,967$26,276▼ $800,691
Cash and Non-Interest-Bearing Accounts$162,231$16,631▼ $145,600
Investments in Publicly Traded Securities$7,741$5,128▼ $2,613
Savings and Temporary Cash Investments-$4,517-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Other Assets Total$656,995$0▼ $656,995
Total Assets$826,967$26,276▼ $800,691
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$826,967$26,276▼ $800,691
Total Liabilities and Net Assets / Fund Balance$826,967$26,276▼ $800,691
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Don DuffyDirector
Doug McCharlesDirector
Earle AndersonDirector
Richard AlbersonDirector
Tom RaboneDirector
William SteritzDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$211,110
Other Revenue
$0
Change in Net Assets
$-799,593

Audited Revenue Reconciliation

Revenue per Audited Statements
$211,110
Revenue Not Reported on Form 990
$-1,098
Total Revenue per Audited Statements
$210,012
Total Revenue per Form 990
$211,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,578
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---$978,125
Fees for Services Accounting---$12,000
Fees for Service Investment Mgmnt Fees---$4,000
All Other Expenses---$390
Other Expenses---$321
Total Functional Expenses$0$0$0$1,010,703

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,010,703
Total Expenses per Audited Statements$1,010,703
Total Expenses per Form 990$1,010,703
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the Organizations outside benefits consultant as well members of the Administrative Committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“N/A”

Filing and Contact Details

Filer

Filer Name
The New Kaiser Voluntary Employees
EIN
33-0330153
Phone
9162943279
Address
620 COOLIDGE DRIVE SUITE 100, FOLSOM, CA 95630

Signing Officer

Name
Tom Rabone
Title
Ch. Benefits Commtte
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14th Floor, GLENDALE, CA 91203
Preparer
Michael G Benneian
Phone
8186375000
Raw XML Appendix342 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/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 COOLIDGE DRIVE SUITE 100
IRS990/USAddress/CityNm0FOLSOM
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0956303184
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Rabone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CH. BENEFITS COMMTTE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NEW KAISER VOLUNTARY EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFICIARY ASSOCIATION VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWK
ReturnHeader/Filer/EIN0330330153
ReturnHeader/Filer/PhoneNum09162943279
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 COOLIDGE DRIVE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINSON AND BLOODGOOD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N BRAND BLVD 14th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091203
ReturnHeader/PreparerPersonGrp/PhoneNum08186375000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G BENNEIAN
ReturnHeader/ReturnTs02021-11-15T16:33:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tom
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rabone
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,276
Liabilities
$0
Net assets
$26,276
Revenue
$211,110
Expenses
$1,010,703
Net income
-$799,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.21$1.01$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.03$1.17$1.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.05$1.72$1.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.02$4.08$0.19$1.74$1.55
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$0.25$2.18$1.92
2015Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.16$2.07$1.91
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.00$9.44$0.23$2.33$2.10
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.08$10.1$0.17$2.36$2.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.09$13.0$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.00$13.6$2.68