Civic Intelligence

Sbv Health Plan Trust

990 • Fiscal year 2017 • EIN 39-6500860

Jan 01, 2017 to Dec 31, 2017

Green Bay, WI
Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.00x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

42nd percentile

0.1%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

55th percentile

7.5%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$42,510

Up $2,963 (+7.5%) from 2016

Net Assets

Up

$42,510

Up $2,963 (+7.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$4,844,028

Up $668,777 (+16%) from 2016

Expenses

Up

$4,841,082

Up $664,958 (+16%) from 2016

Net Income

Up

$2,946

Up $3,819 (+437%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $16,761Liabilities 2011: $0Net Assets 2011: $16,7612011Assets 2012: $78,934Liabilities 2012: $0Net Assets 2012: $78,9342012Assets 2013: $289,469Liabilities 2013: $0Net Assets 2013: $289,4692013Assets 2014: $42,800Liabilities 2014: $0Net Assets 2014: $42,8002014Assets 2015: $40,420Liabilities 2015: $0Net Assets 2015: $40,4202015Assets 2016: $39,547Liabilities 2016: $0Net Assets 2016: $39,5472016Assets 2017: $42,510Liabilities 2017: $0Net Assets 2017: $42,5102017Assets 2018: $43,857Liabilities 2018: $0Net Assets 2018: $43,8572018Assets 2019: $130,730Liabilities 2019: $0Net Assets 2019: $130,7302019Assets 2020: $593,655Liabilities 2020: $0Net Assets 2020: $593,6552020Assets 2021: $526,994Liabilities 2021: $0Net Assets 2021: $526,9942021Assets 2022: $620,820Liabilities 2022: $0Net Assets 2022: $620,8202022Assets 2023: $58,144Liabilities 2023: $0Net Assets 2023: $58,1442023Assets 2024: $706,063Liabilities 2024: $0Net Assets 2024: $706,0632024

Highlighted filing

2017

Assets$42,510
Liabilities$0
Net Assets$42,510

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,319,481Expenses 2011: $3,321,100Net Income 2011: -$1,6192011Revenue 2012: $3,163,297Expenses 2012: $3,101,124Net Income 2012: $62,1732012Revenue 2013: $3,806,701Expenses 2013: $3,596,166Net Income 2013: $210,5352013Revenue 2014: $3,581,991Expenses 2014: $3,828,660Net Income 2014: -$246,6692014Revenue 2015: $4,007,750Expenses 2015: $4,010,130Net Income 2015: -$2,3802015Revenue 2016: $4,175,251Expenses 2016: $4,176,124Net Income 2016: -$8732016Revenue 2017: $4,844,028Expenses 2017: $4,841,082Net Income 2017: $2,9462017Revenue 2018: $4,637,512Expenses 2018: $4,636,112Net Income 2018: $1,4002018Revenue 2019: $5,012,996Expenses 2019: $4,926,124Net Income 2019: $86,8722019Revenue 2020: $5,359,008Expenses 2020: $4,896,169Net Income 2020: $462,8392020Revenue 2021: $4,174,554Expenses 2021: $4,241,215Net Income 2021: -$66,6612021Revenue 2022: $5,545,384Expenses 2022: $5,451,112Net Income 2022: $94,2722022Revenue 2023: $4,933,307Expenses 2023: $5,496,160Net Income 2023: -$562,8532023Revenue 2024: $6,034,584Expenses 2024: $5,386,286Net Income 2024: $648,2982024

Highlighted filing

2017

Revenue$4,844,028
Expenses$4,841,082
Net Income$2,946
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

To provide health and welfare benefits for members

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$6.03$5.39$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$4.93$5.50$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$5.55$5.45$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$4.17$4.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$5.36$4.90$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$5.01$4.93$0.09
2018Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.64$4.64$0.00
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.84$4.84$0.00
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.18$4.18$0.00
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.01$4.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$3.58$3.83$0.25
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$3.81$3.60$0.21
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$3.16$3.10$0.06
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$3.32$3.32$0.00