Civic Intelligence

Avalon Healthcare Welfare Benefit Plan Veba Trust

EIN 45-6198523 • 501(c)9 • Salt Lake City, UT

View Organization Page

Profile

Provide medical & dental insurance to employees of avalon healthcare, inc.

206 North 2100 WestSalt Lake City, UT 84116

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

33rd percentile

-0.9%

Higher net margin than 33% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$503,597

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $110,319 (-100%) from 2016

Liabilities

Down

$0

Down $26,938 (-100%) from 2016

Net Assets

Down

$0

Down $83,381 (-100%) from 2016

Operations
Liabilities / Revenue38th percentileNet Margin33rd percentile

Revenue

Up

$9,773,093

Up $1,589,248 (+19%) from 2016

Expenses

Up

$9,856,474

Up $1,663,099 (+20%) from 2016

Net Income

Down

-$83,381

Down $73,851 (-775%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2014: $27,142Liabilities 2014: $950,650Net Assets 2014: -$923,5082014Assets 2015: $228,953Liabilities 2015: $136,042Net Assets 2015: $92,9112015Assets 2016: $110,319Liabilities 2016: $26,938Net Assets 2016: $83,3812016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $7,716,745Expenses 2014: $7,721,814Net Income 2014: -$5,0692014Revenue 2015: $10,800,468Expenses 2015: $10,708,337Net Income 2015: $92,1312015Revenue 2016: $8,183,845Expenses 2016: $8,193,375Net Income 2016: -$9,5302016Revenue 2017: $9,773,093Expenses 2017: $9,856,474Net Income 2017: -$83,3812017

Highlighted filing

2017

Revenue$9,773,093
Expenses$9,856,474
Net Income-$83,381
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$9,773,093
Expenses
$9,856,474
Net income
-$83,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$9.77$9.86$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.08$8.18$8.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.14$0.09$10.8$10.7$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.95$0.92$7.72$7.72$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 28, 2018
Return Version
2017v2.3
Gross Receipts
$9,773,093
Mission and Program Overview

Mission

Provide medical & dental insurance to employees of avalon healthcare, inc.

Provide medical & dental insurance to the employees of avalon healthcare, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$83,381$0▼ $83,381
Accounts Receivable$26,938$0▼ $26,938
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$110,319$0▼ $110,319
Other Assets Total-$0-
Liabilities
Other Liabilities$26,938$0▼ $26,938
Total Liabilities$26,938$0▼ $26,938
Net Assets / Fund Balance
Unrestricted Net Assets$83,381$0▼ $83,381
Total Net Assets Fund Balance$83,381$0▼ $83,381
Total Liabilities and Net Assets / Fund Balance$110,319$0▼ $110,319
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Anne StuartTrustee
Byron KirtonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,773,093
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-83,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,773,093
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,773,093
Total Revenue per Form 990
$9,773,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72
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---$9,856,402
Other Expenses---$72
Total Functional Expenses$0$0$0$9,856,474

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,856,474
Total Expenses per Audited Statements$9,856,474
Total Expenses per Form 990$9,856,474
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
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 B, Line 11B

“Line 11a explanation - the cfo, director of accounting and vp/controller all review the form 990. Once that review is done it is presented to anne stuart, trustee, who then reviews and signs the form 990.”

Form 990, Part VI, Section B, Line 15A

“The compensation committee meet annually and as needed to review all compensation including executive compensation for comparability to similar positions in like industries.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Avalon Healthcare Welfare Benefit Plan
EIN
45-6198523
Phone
8014330938
Address
206 NORTH 2100 WEST, SALT LAKE CITY, UT 84116

Signing Officer

Name
Anne Stuart
Title
CFO
Phone
8014330938
Signed
2018-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Stuart
Formed
2011
Legal Domicile
Ut
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
5 TRIAD CENTER STE 600, SALT LAKE CITY, UT 84180-1106
Preparer
Chett J Campbell CPA
Phone
8015322200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“As of november 17, 2017, the plan terminated the veba trust and transitioned from a funded status plan using a trust to an unfunded status plan using the general assets of the plan sponsor. The veba trust funding benefits of the plan received an exemption letter from the internal revenue service (irs) dated march 9, 2015, stating that the trust is tax-exempt under the provisions of section 501(c)9 of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2017 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix357 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - THE CFO, DIRECTOR OF ACCOUNTING AND VP/CONTROLLER ALL REVIEW THE FORM 990. ONCE THAT REVIEW IS DONE IT IS PRESENTED TO ANNE STUART, TRUSTEE, WHO THEN REVIEWS AND SIGNS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION COMMITTEE MEET ANNUALLY AND AS NEEDED TO REVIEW ALL COMPENSATION INCLUDING EXECUTIVE COMPENSATION FOR COMPARABILITY TO SIMILAR POSITIONS IN LIKE INDUSTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0456198523
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AVALON HEALTHCARE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0206 N 2100 W
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd084116
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0110319
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0110319
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09856474
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026938
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt026938
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt013674
IRS990/TotalProgramServiceExpensesAmt09856474
IRS990/TotalProgramServiceRevenueAmt09773093
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09773093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09773093
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0110319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0701221
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt083381
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0206 NORTH 2100 WEST
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084116
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08014330938
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON HEALTHCARE WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0456198523
ReturnHeader/Filer/PhoneNum08014330938
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 NORTH 2100 WEST
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B67B40BB2030C5267D454013AF246309A2744854
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDA4957984720C68BFAC59046CC896C0765E2398
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.39.233.115
ReturnHeader/FilingSecurityInformation/IPDt02018-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm011:57:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 TRIAD CENTER STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841801106
ReturnHeader/PreparerPersonGrp/PhoneNum08015322200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHETT J CAMPBELL CPA
ReturnHeader/ReturnTs02018-10-04T13:09:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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