Civic Intelligence

Hallmark Retiree Veba Trust

990 • Fiscal year 2016 • EIN 43-1863866

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization Profile

View Organization Page

PO Box 419480 Attn Tax 330Kansas City, MO 64141

(816) 274-7438

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

99th percentile

$2,513,325

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

1st percentile

-76%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

3.7%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,253,949

Down $4,005,335 (-76%) from 2015

Net Assets

Down

$1,253,949

Down $4,005,335 (-76%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin9th percentile

Revenue

Up

$17,107,092

Up $603,087 (+3.7%) from 2015

Expenses

Up

$21,192,565

Up $1,124,772 (+5.6%) from 2015

Net Income

Down

-$4,085,473

Down $521,685 (-15%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$40M$30M$20M$10M$0Assets 2010: $36,887,481Liabilities 2010: $0Net Assets 2010: $36,887,4812010Assets 2011: $29,376,010Liabilities 2011: $0Net Assets 2011: $29,376,0102011Assets 2012: $21,877,972Liabilities 2012: $0Net Assets 2012: $21,877,9722012Assets 2013: $14,568,132Liabilities 2013: $0Net Assets 2013: $14,568,1322013Assets 2014: $9,202,290Liabilities 2014: $0Net Assets 2014: $9,202,2902014Assets 2015: $5,259,284Liabilities 2015: $0Net Assets 2015: $5,259,2842015Assets 2016: $1,253,949Liabilities 2016: $0Net Assets 2016: $1,253,9492016Assets 2017: $407,607Liabilities 2017: $0Net Assets 2017: $407,6072017Assets 2018: $464,581Liabilities 2018: $0Net Assets 2018: $464,5812018Assets 2019: $210,000Liabilities 2019: $0Net Assets 2019: $210,0002019Assets 2020: $5,531,660Liabilities 2020: $0Net Assets 2020: $5,531,6602020Assets 2021: $3,970,227Liabilities 2021: $0Net Assets 2021: $3,970,2272021Assets 2022: $4,477,114Liabilities 2022: $0Net Assets 2022: $4,477,1142022Assets 2023: $5,229,731Liabilities 2023: $0Net Assets 2023: $5,229,7312023Assets 2024: $5,920,344Liabilities 2024: $0Net Assets 2024: $5,920,3442024

Highlighted filing

2016

Assets$1,253,949
Liabilities$0
Net Assets$1,253,949
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $31,849,5732010Revenue 2011: $25,403,003Expenses 2011: $31,108,252Net Income 2011: -$5,705,2492011Expenses 2012: $30,898,1032012Revenue 2013: $20,722,099Expenses 2013: $26,771,389Net Income 2013: -$6,049,2902013Revenue 2014: $19,695,295Expenses 2014: $24,318,886Net Income 2014: -$4,623,5912014Revenue 2015: $16,504,005Expenses 2015: $20,067,793Net Income 2015: -$3,563,7882015Revenue 2016: $17,107,092Expenses 2016: $21,192,565Net Income 2016: -$4,085,4732016Revenue 2017: $19,251,567Expenses 2017: $20,103,850Net Income 2017: -$852,2832017Revenue 2018: $2,806,887Expenses 2018: $2,749,913Net Income 2018: $56,9742018Revenue 2019: $18,528,708Expenses 2019: $18,783,289Net Income 2019: -$254,5812019Revenue 2020: $20,195,816Expenses 2020: $14,874,156Net Income 2020: $5,321,6602020Revenue 2021: $12,871,532Expenses 2021: $14,432,965Net Income 2021: -$1,561,4332021Revenue 2022: $4,725,742Expenses 2022: $4,218,855Net Income 2022: $506,8872022Revenue 2023: $3,548,205Expenses 2023: $2,795,588Net Income 2023: $752,6172023Revenue 2024: $2,729,356Expenses 2024: $2,038,743Net Income 2024: $690,6132024

Highlighted filing

2016

Revenue$17,107,092
Expenses$21,192,565
Net Income-$4,085,473
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$21,284,251
Mission and Program Overview

Mission

NONE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,259,284$1,253,949▼ $4,005,335
Investments in Publicly Traded Securities$5,067,169$1,066,309▼ $4,000,860
Accounts Receivable$192,115$187,640▼ $4,475
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,259,284$1,253,949▼ $4,005,335
Liabilities
Other Liabilities-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,259,284$1,253,949▼ $4,005,335
Total Liabilities and Net Assets / Fund Balance$5,259,284$1,253,949▼ $4,005,335
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
-Fiduciary$2,513,325$2,513,325
-Trustee$33,491$33,491

Highest Paid Contractors

ContractorServicesLocationCompensation
Mercer Health & Benefit Administration LLCContract Administrator1166 AVENUE OF THE AMERICAS, New York, NY 10036$276,674
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,898,524
Investment Income
$71,837
Other Revenue
$136,731
Change in Net Assets
$-4,085,473

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,107,092
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$80,138
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$17,187,230
Total Revenue per Form 990
$17,107,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,623
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---$20,745,942
Fees for Services Other---$446,623
Total Functional Expenses$0$0$0$21,192,565

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,192,565
Total Expenses per Audited Statements$21,192,565
Total Expenses per Form 990$21,192,565
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Audit committee
Yes
Backup withholding compliance
Yes
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 9

“State street bank (trustee) 105 rosemont avenue, westwood, ma 02090-2318”

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

“Form 990 reviewed by the plans sponsor's tax officer”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Hallmark Retiree Veba Tr
EIN
43-1863866
Phone
8162747438
Address
PO BOX 419480 ATTN TAX 330, KANSAS CITY, MO 64141

Signing Officer

Name
Kevin Hartley
Title
Tax Officer
Phone
8162747438
Signed
2017-10-18

Organization Details

Formed
1999
Legal Domicile
Mo
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Accounting principles generally accepted in the United States of America require the Trust's management to evaluate tax positions taken by the Trust and recognize a tax liability (or asset) if the Trust has taken an uncertain tax position that more likely than not would be sustained upon examination by the IRS. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix357 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/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/PartialLiquidationInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require the Trust's management to evaluate tax positions taken by the Trust and recognize a tax liability (or asset) if the Trust has taken an uncertain tax position that more likely than not would be sustained upon examination by the IRS. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY THE PLANS SPONSOR'S TAX OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 419480 ATTN TAX 330
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064141
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02645331
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HALLMARK CARDS INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05259284
IRS990/TotalAssetsEOYAmt01253949
IRS990/TotalAssetsGrp/BOYAmt05259284
IRS990/TotalAssetsGrp/EOYAmt01253949
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021192565
IRS990/TotalGrossUBIAmt073175
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05259284
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01253949
IRS990/TotalOtherCompensationAmt033491
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt016898524
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017033917
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017107092
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt073175
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05259284
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01253949
IRS990/TotReportableCompRltdOrgAmt02513325
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 419480 ATTN TAX 330
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064141
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Hartley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08162747438
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLMARK RETIREE VEBA TR
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0431863866
ReturnHeader/Filer/PhoneNum08162747438
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 419480 ATTN TAX 330
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064141
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.94.28.122
ReturnHeader/ReturnTs02017-10-18T15:39:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,253,949
Liabilities
$0
Net assets
$1,253,949
Revenue
$17,107,092
Expenses
$21,192,565
Net income
-$4,085,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$2.73$2.04$0.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$3.55$2.80$0.75
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.00$4.48$4.73$4.22$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$12.9$14.4$1.56
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$20.2$14.9$5.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$18.5$18.8$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$2.81$2.75$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$19.3$20.1$0.85
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$17.1$21.2$4.09
2015Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$16.5$20.1$3.56
2014Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$19.7$24.3$4.62
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$20.7$26.8$6.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.00$21.9$30.9
2011Summary only. Only limited summary data is available for this year.$29.4$0.00$29.4$25.4$31.1$5.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$0.00$36.9$31.8