Civic Intelligence

Sb Hra Tr for Pub Sec Employees - Mo IL

990 • Fiscal year 2020 • EIN 45-4862892

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

Organization ProfileN/A
1 SW Security Benefit PlaceTopeka, KS 66636

(785) 438-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-471%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

8th percentile

-32%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$4,048,847

Down $1,882,957 (-32%) from 2019

Net Assets

Down

$4,048,847

Down $1,882,957 (-32%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin3rd percentile

Revenue

Down

$578,370

Down $365,132 (-39%) from 2019

Expenses

Up

$3,299,915

Up $2,001,394 (+154%) from 2019

Net Income

Down

-$2,721,545

Down $2,366,526 (-667%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2020

Assets$4,048,847
Liabilities$0
Net Assets$4,048,847
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$578,370
Expenses$3,299,915
Net Income-$2,721,545
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$578,370
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$5,931,804$4,048,847▼ $1,882,957
Cap Stk Tr Prin Current Funds$5,931,804$4,048,847▼ $1,882,957
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,931,804$4,048,847▼ $1,882,957
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,931,804$4,048,847▼ $1,882,957
Total Liabilities and Net Assets / Fund Balance$5,931,804$4,048,847▼ $1,882,957

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$4,048,847--
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$463,372
Investment Income
$114,998
Other Revenue
$0
Change in Net Assets
$-2,721,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,537
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$3,290,378--$3,290,378
Fees for Services Other$9,537--$9,537
Total Functional Expenses$3,299,915$0$0$3,299,915
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
Joseph Elmy
Title
VP of Tax - Security Financial
Phone
7854383000
Signed
2021-11-12
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 LLC
Address
1310 E 104TH ST STE 300, KANSAS CITY, MO 64131
Preparer
Ian 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03290378
IRS990/BenefitsToMembersGrp/TotalAmt03290378
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECURITY FINANCIAL RESOURCES INC
IRS990/BooksInCareOfDetail/PhoneNum07854383000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SECURITY BENEFIT PL
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOPEKA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd066636
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04048847
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03290378
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0114998
IRS990/CYOtherExpensesAmt09537
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0463372
IRS990/CYRevenuesLessExpensesAmt0-2721545
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03299915
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0578370
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE BENEFITS FROM HEALTH REIMBURSEMENT ACCOUNTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt03299915
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09537
IRS990/FeesForServicesOtherGrp/TotalAmt09537
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UMB BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0578370
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0114998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114998
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05931804
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04048847
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KS
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE BENEFITS TO HEALTH REIMBURSEMENT ACCOUNT MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05931804
IRS990/NetAssetsOrFundBalancesEOYAmt04048847
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0838588
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0UMB BANK NA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0901001
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS TO HRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0463372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0463372
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01288684
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0284406
IRS990/PYOtherExpensesAmt09837
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0659096
IRS990/PYRevenuesLessExpensesAmt0-355019
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01298521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0943502
IRS990/ReconcilationRevenueExpnssAmt0-2721545
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0463372
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt04048847
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUND INVEST FOR HRA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt04048847
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AVAILABLE UPON REQUEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05931804
IRS990/TotalAssetsEOYAmt04048847
IRS990/TotalAssetsGrp/BOYAmt05931804
IRS990/TotalAssetsGrp/EOYAmt04048847
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03299915
IRS990/TotalFunctionalExpensesGrp/TotalAmt03299915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05931804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04048847
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03299915
IRS990/TotalProgramServiceRevenueAmt0463372
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0114998
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0463372
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0578370
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05931804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04048847
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01010 GRAND BLVD
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064106
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH ELMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF TAX - SECURITY FINANCIAL
ReturnHeader/BusinessOfficerGrp/PhoneNum07854383000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SB HRA TR FOR PUB SEC EMPLOYEES - MO IL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WI
ReturnHeader/Filer/BusinessNameControlTxt0SBHR
ReturnHeader/Filer/EIN0454862892
ReturnHeader/Filer/PhoneNum07854383000
ReturnHeader/Filer/USAddress/AddressLine1Txt01 SW SECURITY BENEFIT PLACE
ReturnHeader/Filer/USAddress/CityNm0TOPEKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066636
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481238645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARKSNELSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 E 104TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064131
ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN OSLER
ReturnHeader/ReturnTs02021-11-15T14:55:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELMY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,048,847
Liabilities
$0
Net assets
$4,048,847
Revenue
$578,370
Expenses
$3,299,915
Net income
-$2,721,545
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