Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Assets
Down$771,460
Down $157,499 (-17%) from 2020
Net Assets
Down$771,460
Down $157,499 (-17%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Down$690,563
Down $146,943 (-18%) from 2020
Expenses
Down$848,062
Down $109,683 (-11%) from 2020
Net Income
Down-$157,499
Down $37,260 (-31%) from 2020
To provide health care benefits for retirees
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $928,959 | $771,460 | ▼ $157,499 |
| Rtn Earn Endowment Incm Other Fnds | $928,959 | $771,460 | ▼ $157,499 |
| Total Assets | $928,959 | $771,460 | ▼ $157,499 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $928,959 | $771,460 | ▼ $157,499 |
| Total Liabilities and Net Assets / Fund Balance | $928,959 | $771,460 | ▼ $157,499 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $3,131 | $3,131 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $3,131 |
| Other Expenses | $715 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $844,216 | - | - | $844,216 |
| Current Officers, Directors, Trustees, and Key Employees | - | $3,131 | - | $3,131 |
| Fees for Services Accounting | - | $715 | - | $715 |
| Total Functional Expenses | $844,216 | $3,846 | $0 | $848,062 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Decisions made at all meetings are documented in trust file.”
“All decisions made are documented and recorded in trust file.”
“Electronic copy forwarded to all member's of the governing body for their review and approval prior to filing the return”
“No employees receive compensation; trustee fees paid to intrust bank based on published fee schedule.”
“The trust has no employees”
“Governing documents are available to public upon request”
“Intrust bank, na - 1 hour per week”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH CARE BENEFITS FOR RETIREES |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 844216 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 844216 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAMIE YUNGCLAS |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | INTRUST BANK NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3163831556 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX ONE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WICHITA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | KS |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 67201 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 3131 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 3131 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 844216 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 202 |
| IRS990/CYOtherExpensesAmt | 0 | 715 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 690361 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -157499 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3131 |
| IRS990/CYTotalExpensesAmt | 0 | 848062 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 690563 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | HEALTH INSURANCE BENEFITS FOR RETIREES |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExcsTaxSect4951Or4952Or4953Ind | 0 | false |
| IRS990/ExpenseAmt | 0 | 848062 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 715 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 715 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | INTRUST BANK NA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 3131 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 2005 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 690563 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 202 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 202 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | KS |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH CARE BENEFITS FOR RETIREES |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 928959 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 771460 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | INTRUST BANK NA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525920 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | HEALTH & WELFARE BENEFITS PROVIDED |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 690361 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 690361 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 953682 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 3910 |
| IRS990/PYOtherExpensesAmt | 0 | 700 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 833596 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -120239 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3363 |
| IRS990/PYTotalExpensesAmt | 0 | 957745 |
| IRS990/PYTotalRevenueAmt | 0 | 837506 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -157499 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 690361 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 928959 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 771460 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 928959 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 771460 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DECISIONS MADE AT ALL MEETINGS ARE DOCUMENTED IN TRUST FILE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ALL DECISIONS MADE ARE DOCUMENTED AND RECORDED IN TRUST FILE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ELECTRONIC COPY FORWARDED TO ALL MEMBER'S OF THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO EMPLOYEES RECEIVE COMPENSATION; TRUSTEE FEES PAID TO INTRUST BANK BASED ON PUBLISHED FEE SCHEDULE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE TRUST HAS NO EMPLOYEES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | INTRUST BANK, NA - 1 HOUR PER WEEK |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 7, PART VII, SECTION A |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MO |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 928959 |
| IRS990/TotalAssetsEOYAmt | 0 | 771460 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 928959 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 771460 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 3846 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 844216 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 848062 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 928959 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 771460 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 848062 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 690361 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 3131 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 202 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 690361 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 690563 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 928959 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 771460 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | P O BOX ONE |
| IRS990/USAddress/CityNm | 0 | WICHITA |
| IRS990/USAddress/StateAbbreviationCd | 0 | KS |
| IRS990/USAddress/ZIPCd | 0 | 67201 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHERYL DANIELS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TAX MANAGER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8164727000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HNTB RESTATED H & W TR |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HOWA |
| ReturnHeader/Filer/EIN | 0 | 436275437 |
| ReturnHeader/Filer/PhoneNum | 0 | 8164727000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX ONE TRUST TAX DEPT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WICHITA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | KS |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 672015001 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 481041128 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SWINDOLL JANZEN HAWK & LOYD LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 220 W DOUGLAS SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WICHITA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 67202 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3162655600 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADAM L GRILLIOT |
| ReturnHeader/ReturnTs | 0 | 2022-05-11T11:00:21-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)9 • $500k-$1M nonprofits
Honolulu, HI
View Organization501(c)9
Revenue vs current organization
12% higherAssets vs current organization
46% lowerOntario, CA
View Organization501(c)9
Revenue vs current organization
40% lowerAssets vs current organization
18% lowerLeominster, MA
View Organization501(c)9
Revenue vs current organization
11% higherAssets vs current organization
100% lowerTell City, IN
View Organization501(c)9
Revenue vs current organization
11% higherAssets vs current organization
93% lower