Civic Intelligence

Sb Hra Tr for Pub Sec Employees - Ca Hi Az

EIN 45-4878394 • 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

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

-9.5%

Higher net margin than 51% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

3.4%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

64%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$474,083

Up $15,533 (+3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$474,083

Up $15,533 (+3.4%) from 2023

Revenue

Up

$30,949

Up $12,053 (+64%) from 2023

Expenses

Up

$33,882

Up $16,432 (+94%) from 2023

Net Income

Down

-$2,933

Down $4,379 (-303%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $583,069Liabilities 2013: $0Net Assets 2013: $583,0692013Assets 2014: $553,965Liabilities 2014: $0Net Assets 2014: $553,9652014Assets 2015: $548,370Liabilities 2015: $0Net Assets 2015: $548,3702015Assets 2016: $526,744Liabilities 2016: $0Net Assets 2016: $526,7442016Assets 2017: $518,956Liabilities 2017: $0Net Assets 2017: $518,9562017Assets 2018: $495,945Liabilities 2018: $0Net Assets 2018: $495,9452018Assets 2019: $485,347Liabilities 2019: $0Net Assets 2019: $485,3472019Assets 2020: $510,129Liabilities 2020: $0Net Assets 2020: $510,1292020Assets 2021: $544,277Liabilities 2021: $0Net Assets 2021: $544,2772021Assets 2022: $419,702Liabilities 2022: $0Net Assets 2022: $419,7022022Assets 2023: $458,550Liabilities 2023: $0Net Assets 2023: $458,5502023Assets 2024: $474,083Liabilities 2024: $0Net Assets 2024: $474,0832024

Highlighted filing

2024

Assets$474,083
Liabilities$0
Net Assets$474,083

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $24,981Expenses 2013: $61,020Net Income 2013: -$36,0392013Revenue 2014: $28,440Expenses 2014: $57,544Net Income 2014: -$29,1042014Revenue 2015: $32,938Expenses 2015: $38,533Net Income 2015: -$5,5952015Revenue 2016: $24,203Expenses 2016: $45,829Net Income 2016: -$21,6262016Revenue 2017: $29,398Expenses 2017: $37,186Net Income 2017: -$7,7882017Revenue 2018: $28,092Expenses 2018: $51,103Net Income 2018: -$23,0112018Revenue 2019: $19,703Expenses 2019: $30,301Net Income 2019: -$10,5982019Revenue 2020: $17,273Expenses 2020: $45,044Net Income 2020: -$27,7712020Revenue 2021: $27,940Expenses 2021: $17,801Net Income 2021: $10,1392021Revenue 2022: $21,060Expenses 2022: $26,978Net Income 2022: -$5,9182022Revenue 2023: $18,896Expenses 2023: $17,450Net Income 2023: $1,4462023Revenue 2024: $30,949Expenses 2024: $33,882Net Income 2024: -$2,9332024

Highlighted filing

2024

Revenue$30,949
Expenses$33,882
Net Income-$2,933

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$21,060
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$544,277$419,702▼ $124,575
Cap Stk Tr Prin Current Funds$544,277$419,702▼ $124,575
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$544,277$419,702▼ $124,575
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$544,277$419,702▼ $124,575
Total Liabilities and Net Assets / Fund Balance$544,277$419,702▼ $124,575

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$419,702--
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,060
Other Revenue
$0
Change in Net Assets
$-5,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,448
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$25,530--$25,530
Fees for Services Other$1,448--$1,448
Total Functional Expenses$26,978$0$0$26,978
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 - CA Hi
EIN
45-4878394
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
2023-10-30
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
6800 W 115TH STREET SUITE 3511, OVERLAND PARK, KS 66211
Preparer
Ian O Osler
Phone
8167437700
Raw XML Appendix265 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/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-118657
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
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IRS990/ReconcilationRevenueExpnssAmt0-5918
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/AssetExchangeInd00
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ReturnHeader/ReturnTs02023-11-15T15:33:54-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • <$500k nonprofits