Civic Intelligence

Sb Hra Tr for Pub Sec Labor Assn Employees

EIN 45-4862838 • 501(c)9 • Topeka, KS

Profile

Provide benefits to health reimbursement account members

1 SW Security Benefit PlaceTopeka, KS 66636

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

49th percentile

6.2%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,629,887

Up $1,086,543 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$18,629,887

Up $1,086,543 (+6.2%) from 2023

Revenue

Up

$2,277,273

Up $323,978 (+17%) from 2023

Expenses

Up

$1,579,408

Up $48,641 (+3.2%) from 2023

Net Income

Up

$697,865

Up $275,337 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2013: $29,072,608Liabilities 2013: $0Net Assets 2013: $29,072,6082013Assets 2014: $28,751,135Liabilities 2014: $0Net Assets 2014: $28,751,1352014Assets 2015: $29,501,686Liabilities 2015: $0Net Assets 2015: $29,501,6862015Assets 2016: $29,174,979Liabilities 2016: $0Net Assets 2016: $29,174,9792016Assets 2017: $23,518,438Liabilities 2017: $0Net Assets 2017: $23,518,4382017Assets 2018: $21,144,890Liabilities 2018: $0Net Assets 2018: $21,144,8902018Assets 2019: $21,657,074Liabilities 2019: $0Net Assets 2019: $21,657,0742019Assets 2020: $18,773,985Liabilities 2020: $0Net Assets 2020: $18,773,9852020Assets 2021: $22,641,995Liabilities 2021: $0Net Assets 2021: $22,641,9952021Assets 2022: $16,318,151Liabilities 2022: $0Net Assets 2022: $16,318,1512022Assets 2023: $17,543,344Liabilities 2023: $0Net Assets 2023: $17,543,3442023Assets 2024: $18,629,887Liabilities 2024: $0Net Assets 2024: $18,629,8872024

Highlighted filing

2024

Assets$18,629,887
Liabilities$0
Net Assets$18,629,887

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2013: $7,632,709Expenses 2013: $5,341,938Net Income 2013: $2,290,7712013Revenue 2014: $6,310,747Expenses 2014: $5,500,123Net Income 2014: $810,6242014Revenue 2015: $5,969,440Expenses 2015: $5,218,889Net Income 2015: $750,5512015Revenue 2016: $6,087,172Expenses 2016: $6,413,879Net Income 2016: -$326,7072016Revenue 2017: $4,827,579Expenses 2017: $10,484,120Net Income 2017: -$5,656,5412017Revenue 2018: $4,248,263Expenses 2018: $6,621,811Net Income 2018: -$2,373,5482018Revenue 2019: $3,848,301Expenses 2019: $3,336,117Net Income 2019: $512,1842019Revenue 2020: $1,945,827Expenses 2020: $6,238,051Net Income 2020: -$4,292,2242020Revenue 2021: $2,161,105Expenses 2021: $1,982,653Net Income 2021: $178,4522021Revenue 2022: $1,914,725Expenses 2022: $2,904,343Net Income 2022: -$989,6182022Revenue 2023: $1,953,295Expenses 2023: $1,530,767Net Income 2023: $422,5282023Revenue 2024: $2,277,273Expenses 2024: $1,579,408Net Income 2024: $697,8652024

Highlighted filing

2024

Revenue$2,277,273
Expenses$1,579,408
Net Income$697,865

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$2,277,273
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$17,543,344$18,629,887▲ $1,086,543
Cap Stk Tr Prin Current Funds$17,543,344$18,629,887▲ $1,086,543
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$17,543,344$18,629,887▲ $1,086,543
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,543,344$18,629,887▲ $1,086,543
Total Liabilities and Net Assets / Fund Balance$17,543,344$18,629,887▲ $1,086,543

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$18,629,887--
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,189,372
Investment Income
$1,087,901
Other Revenue
$0
Change in Net Assets
$697,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,232
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$1,548,176--$1,548,176
Fees for Services Other$31,232--$31,232
Total Functional Expenses$1,579,408$0$0$1,579,408
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There is no committee with authority to act on behalf of the governing body.

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

A copy of the form 990 was provided to the administrator.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Sb Hra Tr for Pub Sec Labor Assn
EIN
45-4862838
Phone
7854383000
Address
1 SW SECURITY BENEFIT PLACE, TOPEKA, KS 66636

Signing Officer

Name
Amy L Comer
Title
VP- Security Financial
Phone
7854383000
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Umb Bank Na
Formed
2012
Legal Domicile
Ks
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marksnelson Advisory LLC
Address
6800 W 115TH STREET SUITE 3511, OVERLAND PARK, KS 66211
Preparer
Ian O Osler
Phone
8167437700
Raw XML Appendix271 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/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017543344
IRS990/NetAssetsOrFundBalancesEOYAmt018629887
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0388678
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYProgramServiceRevenueAmt01239903
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IRS990/PYTotalRevenueAmt01953295
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt018629887
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO THE ADMINISTRATOR.
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IRS990ScheduleR/AssetExchangeInd00
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN O OSLER
ReturnHeader/ReturnTs02025-11-14T09:34:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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