Civic Intelligence

Trust for the Post Employment Health Plan for Public Employees - 3

990 • Fiscal year 2021 • EIN 36-7178692

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 08, 2022

Organization ProfileN/A
One Nationwide Plaza Suite 5-1-105XColumbus, OH 43215-2220

(614) 435-8404

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

93%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$48,188,308

Up $7,738,959 (+19%) from 2020

Net Assets

Up

$48,188,308

Up $7,738,959 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

Up

$8,596,165

Up $4,150,800 (+93%) from 2020

Expenses

Up

$5,374,030

Up $3,060,248 (+132%) from 2020

Net Income

Up

$3,222,135

Up $1,090,552 (+51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2021

Assets$48,188,308
Liabilities$0
Net Assets$48,188,308
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$8,596,165
Expenses$5,374,030
Net Income$3,222,135
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 8, 2022
Return Version
2021v4.2
Gross Receipts
$8,596,165
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$40,449,349$48,188,308▲ $7,738,959
Cap Stk Tr Prin Current Funds$40,449,349$48,188,308▲ $7,738,959
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$40,449,349$48,188,308▲ $7,738,959
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$40,449,349$48,188,308▲ $7,738,959
Total Liabilities and Net Assets / Fund Balance$40,449,349$48,188,308▲ $7,738,959

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$32,088,505--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Paula MillerChief Trust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,596,165
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,222,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,856
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$5,168,174--$5,168,174
Fees for Services Management$205,856--$205,856
Total Functional Expenses$5,374,030$0$0$5,374,030
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 CA NV & AZ Post Employment
EIN
36-7178692
In Care Of
% NATIONWIDE RETIREMENT SOLUTI
Address
One Nationwide Plaza Suite 5-1-105X, Columbus, OH 43215-2220

Signing Officer

Name
Paula Miller
Title
Chief Trust Officer
Phone
6144358378
Signed
2022-09-08

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 Appendix314 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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ReturnHeader/Filer/USAddress/AddressLine1Txt0One Nationwide Plaza Suite 5-1-105X
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432152220
ReturnHeader/ReturnTs02022-09-09T07:40:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paula
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miller
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,188,308
Liabilities
$0
Net assets
$48,188,308
Revenue
$8,596,165
Expenses
$5,374,030
Net income
$3,222,135
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
2021Detailed filing. Detailed filing data is available for this year.$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