Civic Intelligence

Sb Nea Post Employ Hra Pub Sec Labor Assn

EIN 45-4900784 • 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

90th percentile

58%

Higher net margin than 90% 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

85th percentile

7.5%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

81st percentile

11%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$303,000

Up $21,233 (+7.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$303,000

Up $21,233 (+7.5%) from 2023

Revenue

Up

$21,794

Up $2,188 (+11%) from 2023

Expenses

Down

$9,192

Down $914,501 (-99%) from 2023

Net Income

Up

$12,602

Up $916,689 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $1,029,365Liabilities 2020: $0Net Assets 2020: $1,029,3652020Assets 2022: $1,146,900Liabilities 2022: $0Net Assets 2022: $1,146,9002022Assets 2023: $281,767Liabilities 2023: $0Net Assets 2023: $281,7672023Assets 2024: $303,000Liabilities 2024: $0Net Assets 2024: $303,0002024

Highlighted filing

2024

Assets$303,000
Liabilities$0
Net Assets$303,000

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $148,593Expenses 2020: $170,069Net Income 2020: -$21,4762020Revenue 2022: $311,344Expenses 2022: $111,509Net Income 2022: $199,8352022Revenue 2023: $19,606Expenses 2023: $923,693Net Income 2023: -$904,0872023Revenue 2024: $21,794Expenses 2024: $9,192Net Income 2024: $12,6022024

Highlighted filing

2024

Revenue$21,794
Expenses$9,192
Net Income$12,602

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
$21,794
Mission and Program Overview

Mission

Provide benefits to health reimbursement account members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$281,767$303,000▲ $21,233
Cap Stk Tr Prin Current Funds$281,767$303,000▲ $21,233
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$281,767$303,000▲ $21,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$281,767$303,000▲ $21,233
Total Liabilities and Net Assets / Fund Balance$281,767$303,000▲ $21,233

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$303,000--
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
$21,794
Other Revenue
$0
Change in Net Assets
$12,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,380
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$7,812--$7,812
Fees for Services Other$1,380--$1,380
Total Functional Expenses$9,192$0$0$9,192
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 Nea Post Employ Hra Pub Sec Labor
EIN
45-4900784
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 Osler
Phone
8167437700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Administrative fees: program service expenses 1,380. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,380.

Raw XML Appendix263 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/ActivitiesConductedPrtshpInd00
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IRS990/BenefitsToMembersGrp/TotalAmt07812
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECURITY FINANCIAL RESOURCES INC
IRS990/BooksInCareOfDetail/PhoneNum07854383000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SECURITY BENEFIT PL
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IRS990/CYOtherExpensesAmt01380
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt021794
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IRS990/DescribedInSection501c3Ind00
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IRS990/ElectionOfBoardMembersInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt021794
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt021794
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021794
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0281767
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0303000
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/NetAssetsOrFundBalancesBOYAmt0281767
IRS990/NetAssetsOrFundBalancesEOYAmt0303000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08631
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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0922175
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016028
IRS990/PYOtherExpensesAmt01518
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03578
IRS990/PYRevenuesLessExpensesAmt0-904087
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0923693
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019606
IRS990/ReconcilationRevenueExpnssAmt012602
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0303000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUND INVEST FOR HRA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0303000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 1,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,380.
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IRS990ScheduleR/AssetExchangeInd00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
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ReturnHeader/PreparerPersonGrp/PhoneNum08167437700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IAN OSLER
ReturnHeader/ReturnTs02025-11-14T09:37:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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