Civic Intelligence

Valley County

EIN 45-3942395 • 501(c)9 • Ord, NE

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement

125 South 15th StreetOrd, NE 68862

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

-16%

Higher net margin than 48% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

-3.2%

Faster asset growth than 71% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$218,702

Down $7,275 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$218,702

Down $7,275 (-3.2%) from 2022

Operations
Liabilities / Revenue80th percentileNet Margin48th percentile

Revenue

Up

$45,747

Up $12,700 (+38%) from 2022

Expenses

Up

$53,022

Up $15,376 (+41%) from 2022

Net Income

Down

-$7,275

Down $2,676 (-58%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $88,835Liabilities 2013: $02013Assets 2014: $110,448Liabilities 2014: $02014Assets 2015: $130,940Liabilities 2015: $02015Assets 2016: $149,973Liabilities 2016: $02016Assets 2017: $163,576Liabilities 2017: $02017Assets 2018: $194,570Liabilities 2018: $02018Assets 2019: $208,467Liabilities 2019: $02019Assets 2020: $236,301Liabilities 2020: $0Net Assets 2020: $236,3012020Assets 2021: $230,576Liabilities 2021: $0Net Assets 2021: $230,5762021Assets 2022: $225,977Liabilities 2022: $0Net Assets 2022: $225,9772022Assets 2023: $218,702Liabilities 2023: $0Net Assets 2023: $218,7022023

Highlighted filing

2023

Assets$218,702
Liabilities$0
Net Assets$218,702
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $111,020Expenses 2013: $75,447Net Income 2013: $35,5732013Revenue 2014: $110,445Expenses 2014: $88,792Net Income 2014: $21,6532014Revenue 2015: $82,987Expenses 2015: $62,535Net Income 2015: $20,4522015Revenue 2016: $78,527Expenses 2016: $59,494Net Income 2016: $19,0332016Revenue 2017: $80,631Expenses 2017: $68,711Net Income 2017: $11,9202017Revenue 2018: $84,844Expenses 2018: $52,167Net Income 2018: $32,6772018Revenue 2019: $79,655Expenses 2019: $65,758Net Income 2019: $13,8972019Revenue 2020: $72,319Expenses 2020: $44,485Net Income 2020: $27,8342020Revenue 2021: $59,997Expenses 2021: $65,722Net Income 2021: -$5,7252021Revenue 2022: $33,047Expenses 2022: $37,646Net Income 2022: -$4,5992022Revenue 2023: $45,747Expenses 2023: $53,022Net Income 2023: -$7,2752023

Highlighted filing

2023

Revenue$45,747
Expenses$53,022
Net Income-$7,275
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,702
Liabilities
$0
Net assets
$218,702
Revenue
$45,747
Expenses
$53,022
Net income
-$7,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.46$0.53$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.33$0.38$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.60$0.66$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.72$0.44$0.28
2019Summary only. Only limited summary data is available for this year.$2.08$0.00$0.80$0.66$0.14
2018Summary only. Only limited summary data is available for this year.$1.95$0.00$0.85$0.52$0.33
2017Summary only. Only limited summary data is available for this year.$1.64$0.00$0.81$0.69$0.12
2016Summary only. Only limited summary data is available for this year.$1.50$0.00$0.79$0.59$0.19
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$0.83$0.63$0.20
2014Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.89$0.22
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$1.11$0.75$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Sep 20, 2023
Return Version
2022v5.0
Gross Receipts
$45,747
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 49 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $51,299.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATRIX TRUST COMPANYTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Valley County
EIN
45-3942395
Phone
3087283700
Address
125 SOUTH 15TH STREET, ORD, NE 68862

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8889473472
Signed
2023-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 113.”

Raw XML Appendix97 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt051299
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08889473472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0717 17TH STREET SUITE 1300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0225977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0218702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7275
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01223
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0225977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0218702
IRS990EZ/GrossReceiptsAmt045747
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0113
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0225977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0218702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0225977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0218702
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATRIX TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990EZ/ProgramServiceRevenueAmt045634
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 49 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $51,299.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt053022
IRS990EZ/TotalRevenueAmt045747
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889473472
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0453942395
ReturnHeader/Filer/PhoneNum03087283700
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 SOUTH 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0ORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068862
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02023-10-12T10:53:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATRIX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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