Civic Intelligence

Post Employment Health Plan - Ca Nv & Az

EIN 36-7178692 • 501(c)9

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

6.0%

Faster revenue growth than 44% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$61,826,214

Up $7,682,020 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$61,826,214

Up $7,682,020 (+14%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin82nd percentile

Revenue

Down

$7,206,350

Down $159,744 (-2.2%) from 2023

Expenses

Down

$4,182,477

Down $110,309 (-2.6%) from 2023

Net Income

Down

$3,023,873

Down $49,435 (-1.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$80M$60M$40M$20M$0Assets 2020: $40,449,349Liabilities 2020: $0Net Assets 2020: $40,449,3492020Assets 2021: $48,188,308Liabilities 2021: $0Net Assets 2021: $48,188,3082021Assets 2022: $45,523,973Liabilities 2022: $0Net Assets 2022: $45,523,9732022Assets 2023: $54,144,194Liabilities 2023: $0Net Assets 2023: $54,144,1942023Assets 2024: $61,826,214Liabilities 2024: $0Net Assets 2024: $61,826,2142024

Highlighted filing

2024

Assets$61,826,214
Liabilities$0
Net Assets$61,826,214
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0Revenue 2020: $4,445,365Expenses 2020: $2,313,782Net Income 2020: $2,131,5832020Revenue 2021: $8,596,165Expenses 2021: $5,374,030Net Income 2021: $3,222,1352021Revenue 2022: $5,847,045Expenses 2022: $2,944,566Net Income 2022: $2,902,4792022Revenue 2023: $7,366,094Expenses 2023: $4,292,786Net Income 2023: $3,073,3082023Revenue 2024: $7,206,350Expenses 2024: $4,182,477Net Income 2024: $3,023,8732024

Highlighted filing

2024

Revenue$7,206,350
Expenses$4,182,477
Net Income$3,023,873
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$61,826,214
Liabilities
$0
Net assets
$61,826,214
Revenue
$7,206,350
Expenses
$4,182,477
Net income
$3,023,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.8$0.00$61.8$7.21$4.18$3.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$0.00$54.1$7.37$4.29$3.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.5$0.00$45.5$5.85$2.94$2.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$0.00$48.2$8.60$5.37$3.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.00$40.4$4.45$2.31$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.1
Gross Receipts
$7,206,350
Mission and Program Overview

Mission

The mission of the trust is to provide a means for public employers of state and/or local governments (and their political sub-divisions) to address post employment medical expenses. The trust accumulates employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

The mission of the Trust is to provide a means for public sector employees of state &/or local governments (& their political subdivisions) to address post employment medical exp.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$54,144,194$61,826,214▲ $7,682,020
Cap Stk Tr Prin Current Funds$54,144,194$61,826,214▲ $7,682,020
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$54,144,194$61,826,214▲ $7,682,020
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,144,194$61,826,214▲ $7,682,020
Total Liabilities and Net Assets / Fund Balance$54,144,194$61,826,214▲ $7,682,020

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$41,206,576--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Paula MillerChief Trust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,206,350
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,023,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,874
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---$3,912,603
Fees for Services Management---$269,874
Total Functional Expenses$0$0$0$4,182,477
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI: Line 11B

“Form 990 for combined entities is prepared and reviewed by Nationwide Retirement Solutions, Inc., the third party administrator.”

Part VI: Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Trust for the Post Employment Health Plan For
EIN
36-7178692
In Care Of
% NATIONWIDE RETIREMENT SOLUTI
Address
Three Nationwide Plaza Ste 3-8-305, Columbus, OH 43215

Signing Officer

Name
Paula Miller
Title
Chief Trust Officer
Phone
6144358378
Signed
2025-03-26

Organization Details

Principal Officer
Paula Miller
Formed
1997
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
Raw XML Appendix307 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
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the Trust's corresponding Plan. Medical insurance premiums paid on behalf of the eligible participants in 2024 was $3,912,603. The Trust and Administrative expenses for the Plan year were $269,874.
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IRS990/GrantsToOrganizationsInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1VARIABLE ANNUITY CONTRACT
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06144358378
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust for the Post Employment Health Plan For
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Public Employees - 3
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0367178692
ReturnHeader/Filer/InCareOfNm0% NATIONWIDE RETIREMENT SOLUTI
ReturnHeader/Filer/USAddress/AddressLine1Txt0Three Nationwide Plaza Ste 3-8-305
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-16T12:19:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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