Civic Intelligence

Hallmark Employee Benefit Trusts Commerce

990 • Fiscal year 2020 • EIN 43-6275603

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile

View Organization Page

PO Box 419480 Attn Tax 330Kansas City, MO 64141

(816) 274-3062

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.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

52nd percentile

7.8%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

100th percentile

$1,926,957

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

97th percentile

52%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-32%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Flat

$12,247,947

Flat from 2020

Net Assets

Flat

$12,247,947

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin52nd percentile

Revenue

Flat

$48,756,993

Flat from 2020

Expenses

Flat

$44,943,146

Flat from 2020

Net Income

Flat

$3,813,847

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0Assets 2010: $24,255,418Liabilities 2010: $0Net Assets 2010: $24,255,4182010Assets 2011: $25,067,723Liabilities 2011: $0Net Assets 2011: $25,067,7232011Assets 2012: $23,700,010Liabilities 2012: $0Net Assets 2012: $23,700,0102012Assets 2013: $18,554,310Liabilities 2013: $0Net Assets 2013: $18,554,3102013Assets 2014: $16,781,012Liabilities 2014: $0Net Assets 2014: $16,781,0122014Assets 2015: $9,860,340Liabilities 2015: $0Net Assets 2015: $9,860,3402015Assets 2016: $10,463,059Liabilities 2016: $0Net Assets 2016: $10,463,0592016Assets 2017: $8,987,988Liabilities 2017: $5,233Net Assets 2017: $8,982,7552017Assets 2018: $6,653,431Liabilities 2018: $23,335Net Assets 2018: $6,630,0962018Assets 2019: $8,053,756Liabilities 2019: $172,399Net Assets 2019: $7,881,3572019Assets 2020: $12,247,947Liabilities 2020: $0Net Assets 2020: $12,247,9472020Assets 2020: $12,247,947Liabilities 2020: $0Net Assets 2020: $12,247,9472020Assets 2021: $11,792,268Liabilities 2021: $4,226Net Assets 2021: $11,788,0422021Assets 2022: $10,986,215Liabilities 2022: $1,190Net Assets 2022: $10,985,0252022Assets 2023: $12,162,853Liabilities 2023: $185,854Net Assets 2023: $11,976,9992023Assets 2024: $12,896,352Liabilities 2024: $0Net Assets 2024: $12,896,3522024

Highlighted filing

2020

Assets$12,247,947
Liabilities$0
Net Assets$12,247,947
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$100M$50M$0-$50MExpenses 2010: $73,429,7642010Expenses 2011: $80,381,6782011Expenses 2012: $79,600,4322012Revenue 2013: $69,226,435Expenses 2013: $75,029,168Net Income 2013: -$5,802,7332013Revenue 2014: $71,556,909Expenses 2014: $72,740,783Net Income 2014: -$1,183,8742014Revenue 2015: $62,697,260Expenses 2015: $67,625,090Net Income 2015: -$4,927,8302015Revenue 2016: $57,288,817Expenses 2016: $56,980,828Net Income 2016: $307,9892016Revenue 2017: $54,869,573Expenses 2017: $57,049,043Net Income 2017: -$2,179,4702017Revenue 2018: $60,626,837Expenses 2018: $61,903,281Net Income 2018: -$1,276,4442018Revenue 2019: $71,465,434Expenses 2019: $71,090,001Net Income 2019: $375,4332019Revenue 2020: $48,756,993Expenses 2020: $44,943,146Net Income 2020: $3,813,8472020Revenue 2020: $48,756,993Expenses 2020: $44,943,146Net Income 2020: $3,813,8472020Revenue 2021: $50,271,488Expenses 2021: $50,458,643Net Income 2021: -$187,1552021Revenue 2022: $47,387,957Expenses 2022: $46,827,796Net Income 2022: $560,1612022Revenue 2023: $45,118,262Expenses 2023: $44,702,869Net Income 2023: $415,3932023Revenue 2024: $53,190,706Expenses 2024: $52,320,124Net Income 2024: $870,5822024

Highlighted filing

2020

Revenue$48,756,993
Expenses$44,943,146
Net Income$3,813,847
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$49,756,993
Mission and Program Overview

Mission

NONE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,881,357$12,247,947▲ $4,366,590
Investments in Publicly Traded Securities$7,720,640$7,339,442▼ $381,198
Accounts Receivable$81,839$3,359,720▲ $3,277,881
Savings and Temporary Cash Investments$251,277$1,329,224▲ $1,077,947
Prepaid Expenses and Deferred Charges-$214,991-
Cash and Non-Interest-Bearing Accounts-$4,570-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,053,756$12,247,947▲ $4,194,191
Liabilities
Accounts Payable and Accrued Expenses$172,399$0▼ $172,399
Other Liabilities$0$0→ $0
Total Liabilities$172,399$0▼ $172,399
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,881,357$12,247,947▲ $4,366,590
Total Liabilities and Net Assets / Fund Balance$8,053,756$12,247,947▲ $4,194,191
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
-Fiduciary$1,926,957$1,926,957
-Trustee$19,038$19,038

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health CareMedical care administratorPO BOX 30555, Salt Lake City, UT 84130-0555$2,169,210
CignaContract Administration900 COTTAGE GROVE ROAD, Hartford, CT 06152$129,766
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,373,688
Investment Income
$383,305
Other Revenue
$0
Change in Net Assets
$3,813,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,390,500
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---$42,552,646
Fees for Services Other---$2,347,048
Fees for Services Accounting---$42,206
Fees for Service Investment Mgmnt Fees---$1,246
Total Functional Expenses$0$0$0$44,943,146
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 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
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 director”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Hallmark Employee Benefit Trusts Commerce
EIN
43-6275603
Phone
8162743062
Address
PO BOX 419480 ATTN TAX 330, KANSAS CITY, MO 64141

Signing Officer

Name
Stephen Collins
Title
Tax Officer
Phone
8162743062
Signed
2021-11-12

Organization Details

Principal Officer
Hallmark Benefits Advisory Committe
Formed
1985
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 Appendix352 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/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119038
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
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IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentExpenseAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07720640
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07339442
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE STREET BANK (TRUSTEE) 105 ROSEMONT AVENUE, WESTWOOD MA 02090-2318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY THE PLAN SPONSOR'S TAX DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt026216000
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08053756
IRS990/TotalAssetsEOYAmt012247947
IRS990/TotalAssetsGrp/BOYAmt08053756
IRS990/TotalAssetsGrp/EOYAmt012247947
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt044943146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0172399
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0172399
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07881357
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012247947
IRS990/TotalOtherCompensationAmt019038
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt048373688
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0227523
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048529470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048756993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08053756
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012247947
IRS990/TotReportableCompRltdOrgAmt01926957
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Collins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08162743062
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLMARK EMPLOYEE BENEFIT TRUSTS COMMERCE
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0436275603
ReturnHeader/Filer/PhoneNum08162743062
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 419480 ATTN TAX 330
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064141
ReturnHeader/ReturnTs02021-11-12T11:14:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,247,947
Liabilities
$0
Net assets
$12,247,947
Revenue
$48,756,993
Expenses
$44,943,146
Net income
$3,813,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.00$12.9$53.2$52.3$0.87
2023Summary only. Only limited summary data is available for this year.$12.2$0.19$12.0$45.1$44.7$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$47.4$46.8$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$50.3$50.5$0.19
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$48.8$44.9$3.81
2020Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$48.8$44.9$3.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.17$7.88$71.5$71.1$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.02$6.63$60.6$61.9$1.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.99$0.01$8.98$54.9$57.0$2.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$57.3$57.0$0.31
2015Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$62.7$67.6$4.93
2014Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$71.6$72.7$1.18
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$69.2$75.0$5.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$79.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$0.00$25.1$80.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$0.00$24.3$73.4