Civic Intelligence

Sb Hra Tr for Pub Sec Employees - Mo IL

EIN 45-4862892 • 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

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,255,266

Up $480,230 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,255,266

Up $480,230 (+10%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin88th percentile

Revenue

Up

$692,002

Up $166,919 (+32%) from 2023

Expenses

Up

$389,957

Up $94,246 (+32%) from 2023

Net Income

Up

$302,045

Up $72,673 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $4,971,510Liabilities 2013: $0Net Assets 2013: $4,971,5102013Assets 2014: $6,031,227Liabilities 2014: $0Net Assets 2014: $6,031,2272014Assets 2015: $6,302,988Liabilities 2015: $0Net Assets 2015: $6,302,9882015Assets 2016: $6,574,506Liabilities 2016: $0Net Assets 2016: $6,574,5062016Assets 2017: $5,819,228Liabilities 2017: $0Net Assets 2017: $5,819,2282017Assets 2018: $6,286,823Liabilities 2018: $0Net Assets 2018: $6,286,8232018Assets 2019: $5,931,804Liabilities 2019: $0Net Assets 2019: $5,931,8042019Assets 2020: $4,048,847Liabilities 2020: $0Net Assets 2020: $4,048,8472020Assets 2021: $4,815,448Liabilities 2021: $0Net Assets 2021: $4,815,4482021Assets 2022: $4,175,382Liabilities 2022: $0Net Assets 2022: $4,175,3822022Assets 2023: $4,775,036Liabilities 2023: $0Net Assets 2023: $4,775,0362023Assets 2024: $5,255,266Liabilities 2024: $0Net Assets 2024: $5,255,2662024

Highlighted filing

2024

Assets$5,255,266
Liabilities$0
Net Assets$5,255,266
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $1,030,911Expenses 2013: $279,713Net Income 2013: $751,1982013Revenue 2014: $1,388,629Expenses 2014: $328,912Net Income 2014: $1,059,7172014Revenue 2015: $988,636Expenses 2015: $716,875Net Income 2015: $271,7612015Revenue 2016: $1,106,754Expenses 2016: $835,236Net Income 2016: $271,5182016Revenue 2017: $1,115,716Expenses 2017: $1,870,994Net Income 2017: -$755,2782017Revenue 2018: $1,147,118Expenses 2018: $679,522Net Income 2018: $467,5962018Revenue 2019: $943,502Expenses 2019: $1,298,521Net Income 2019: -$355,0192019Revenue 2020: $578,370Expenses 2020: $3,299,915Net Income 2020: -$2,721,5452020Revenue 2021: $800,799Expenses 2021: $332,855Net Income 2021: $467,9442021Revenue 2022: $561,337Expenses 2022: $330,317Net Income 2022: $231,0202022Revenue 2023: $525,083Expenses 2023: $295,711Net Income 2023: $229,3722023Revenue 2024: $692,002Expenses 2024: $389,957Net Income 2024: $302,0452024

Highlighted filing

2024

Revenue$692,002
Expenses$389,957
Net Income$302,045
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,255,266
Liabilities
$0
Net assets
$5,255,266
Revenue
$692,002
Expenses
$389,957
Net income
$302,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.26$0.00$5.26$0.69$0.39$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.53$0.30$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.56$0.33$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.80$0.33$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.58$3.30$2.72
2019Summary only. Only limited summary data is available for this year.$5.93$0.00$5.93$0.94$1.30$0.36
2018Summary only. Only limited summary data is available for this year.$6.29$0.00$6.29$1.15$0.68$0.47
2017Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$1.12$1.87$0.76
2016Summary only. Only limited summary data is available for this year.$6.57$0.00$6.57$1.11$0.84$0.27
2015Summary only. Only limited summary data is available for this year.$6.30$0.00$6.30$0.99$0.72$0.27
2014Summary only. Only limited summary data is available for this year.$6.03$0.00$6.03$1.39$0.33$1.06
2013Summary only. Only limited summary data is available for this year.$4.97$0.00$4.97$1.03$0.28$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$692,002
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$4,775,036$5,255,266▲ $480,230
Cap Stk Tr Prin Current Funds$4,775,036$5,255,266▲ $480,230
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,775,036$5,255,266▲ $480,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,775,036$5,255,266▲ $480,230
Total Liabilities and Net Assets / Fund Balance$4,775,036$5,255,266▲ $480,230

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$5,255,266--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$341,574
Investment Income
$350,428
Other Revenue
$0
Change in Net Assets
$302,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,558
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$386,399--$386,399
Fees for Services Other$3,558--$3,558
Total Functional Expenses$389,957$0$0$389,957
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 Employees - Mo Il
EIN
45-4862892
Phone
7854383000
Address
1 SW SECURITY BENEFIT PLACE, TOPEKA, KS 66636

Signing Officer

Name
Amy L Comer
Title
VP - Security Financial
Phone
7854383000
Signed
2025-11-12
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 Appendix269 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/BooksInCareOfDetail/PhoneNum07854383000
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IRS990/GrossReceiptsAmt0692002
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IRS990/InvestmentInJointVentureInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt04775036
IRS990/NetAssetsOrFundBalancesEOYAmt05255266
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0178185
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0207640
IRS990/PYOtherExpensesAmt04893
IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalRevenueAmt0525083
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt05255266
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP - SECURITY FINANCIAL
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
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ReturnHeader/Filer/BusinessNameControlTxt0SBHR
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ReturnHeader/Filer/PhoneNum07854383000
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ReturnHeader/Filer/USAddress/ZIPCd066636
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN O OSLER
ReturnHeader/ReturnTs02025-11-14T09:35:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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