Civic Intelligence

Hallmark Retiree Veba Trust

990 • Fiscal year 2018 • EIN 43-1863866

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

53rd percentile

2.0%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

100th percentile

$2,888,073

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 102.9% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$464,581

Up $56,974 (+14%) from 2017

Net Assets

Up

$464,581

Up $56,974 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin53rd percentile

Revenue

Down

$2,806,887

Down $16,444,680 (-85%) from 2017

Expenses

Down

$2,749,913

Down $17,353,937 (-86%) from 2017

Net Income

Up

$56,974

Up $909,257 (+107%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2018

Assets$464,581
Liabilities$0
Net Assets$464,581
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$2,806,887
Expenses$2,749,913
Net Income$56,974
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.0
Gross Receipts
$2,806,887
Mission and Program Overview

Mission

NONE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$407,607$464,581▲ $56,974
Investments in Publicly Traded Securities$397,794$316,420▼ $81,374
Accounts Receivable$9,813$148,161▲ $138,348
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$407,607$464,581▲ $56,974
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$407,607$464,581▲ $56,974
Total Liabilities and Net Assets / Fund Balance$407,607$464,581▲ $56,974
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
-Fiduciary$2,888,073$2,888,073
-Trustee$4,426$4,426

Highest Paid Contractors

ContractorServicesLocationCompensation
Mercer Health & Benefit Administration LLCContract Administrator1166 AVENUE OF THE AMERICAS, New York, NY 10036$103,789
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,800,225
Investment Income
$6,662
Other Revenue
$0
Change in Net Assets
$56,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,784
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---$2,615,129
Fees for Services Other---$134,784
Total Functional Expenses$0$0$0$2,749,913
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
Yes
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 plan sponsor's tax officer”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Hallmark Retiree Veba Trust
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
2019-11-12

Organization Details

Principal Officer
Hallmark Benefit Plan Advisory Comm
Formed
1999
Legal Domicile
Mo
Voting Board Members
5
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 plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix316 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the IRS. The Plan 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 PLAN SPONSOR'S TAX OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0464581
IRS990/TotReportableCompRltdOrgAmt02888073
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/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Hartley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08162747438
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLMARK RETIREE VEBA TRUST
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/IPv4AddressTxt0162.94.28.121
ReturnHeader/ReturnTs02019-11-12T09:49:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,581
Liabilities
$0
Net assets
$464,581
Revenue
$2,806,887
Expenses
$2,749,913
Net income
$56,974
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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