Civic Intelligence

Syntrio Solutions LLC Post Retirement Benefit Trust

990 • Fiscal year 2023 • EIN 46-6955691

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

Organization ProfileN/A
7110 Highway 287 EastVernon, TX 76385-2128

(940) 886-2217

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

58th percentile

9.3%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$8,729,562

Up $741,705 (+9.3%) from 2022

Net Assets

Up

$8,729,562

Up $741,705 (+9.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

Down

$264,996

Down $5,198,911 (-95%) from 2022

Expenses

Down

$55,953

Down $5,211,679 (-99%) from 2022

Net Income

Up

$209,043

Up $12,768 (+6.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$10M$5.0M$0Assets 2013: $7,122,737Liabilities 2013: $0Net Assets 2013: $7,122,7372013Assets 2014: $7,817,612Liabilities 2014: $0Net Assets 2014: $7,817,6122014Assets 2015: $7,778,270Liabilities 2015: $0Net Assets 2015: $7,778,2702015Assets 2016: $8,115,205Liabilities 2016: $0Net Assets 2016: $8,115,2052016Assets 2017: $8,228,744Liabilities 2017: $0Net Assets 2017: $8,228,7442017Assets 2018: $8,166,726Liabilities 2018: $0Net Assets 2018: $8,166,7262018Assets 2019: $9,233,345Liabilities 2019: $0Net Assets 2019: $9,233,3452019Assets 2020: $8,931,887Liabilities 2020: $0Net Assets 2020: $8,931,8872020Assets 2021: $8,937,228Liabilities 2021: $0Net Assets 2021: $8,937,2282021Assets 2022: $7,987,857Liabilities 2022: $0Net Assets 2022: $7,987,8572022Assets 2023: $8,729,562Liabilities 2023: $0Net Assets 2023: $8,729,5622023Assets 2024: $8,568,390Liabilities 2024: $0Net Assets 2024: $8,568,3902024Assets 2025: $9,068,682Liabilities 2025: $0Net Assets 2025: $9,068,6822025

Highlighted filing

2023

Assets$8,729,562
Liabilities$0
Net Assets$8,729,562
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $6,880,074Expenses 2013: $27,836Net Income 2013: $6,852,2382013Revenue 2014: $216,519Expenses 2014: $59,262Net Income 2014: $157,2572014Revenue 2015: $214,968Expenses 2015: $34,492Net Income 2015: $180,4762015Revenue 2016: $196,721Expenses 2016: $69,008Net Income 2016: $127,7132016Revenue 2017: $205,175Expenses 2017: $1,074,120Net Income 2017: -$868,9452017Revenue 2018: $208,589Expenses 2018: $75,556Net Income 2018: $133,0332018Revenue 2019: $1,609,936Expenses 2019: $68,746Net Income 2019: $1,541,1902019Revenue 2020: $240,888Expenses 2020: $1,071,378Net Income 2020: -$830,4902020Revenue 2021: $2,200,371Expenses 2021: $3,008,727Net Income 2021: -$808,3562021Revenue 2022: $5,463,907Expenses 2022: $5,267,632Net Income 2022: $196,2752022Revenue 2023: $264,996Expenses 2023: $55,953Net Income 2023: $209,0432023Revenue 2024: $231,024Expenses 2024: $910,962Net Income 2024: -$679,9382024Revenue 2025: $252,560Expenses 2025: $462,917Net Income 2025: -$210,3572025

Highlighted filing

2023

Revenue$264,996
Expenses$55,953
Net Income$209,043
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Gross Receipts
$264,996
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,987,857$8,729,562▲ $741,705
Investments in Publicly Traded Securities$7,956,846$8,710,460▲ $753,614
Cash and Non-Interest-Bearing Accounts$31,011$19,102▼ $11,909
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,987,857$8,729,562▲ $741,705
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,987,857$8,729,562▲ $741,705
Total Liabilities and Net Assets / Fund Balance$7,987,857$8,729,562▲ $741,705
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
-Trustee$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$264,996
Other Revenue
$0
Change in Net Assets
$209,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,953
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
Fees for Service Investment Mgmnt Fees---$31,057
Fees for Services Other---$24,396
Fees for Services Management---$500
Total Functional Expenses$0$0$0$55,953
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

Form 990, Part VI, Section A, Line 8A

“THERE WERE NO MEETINGS.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11B

“The trustee reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Matrix trust company - 717 17th street, suite 1300, denver, co 80202.”

Filing and Contact Details

Filer

Filer Name
Syntrio Solutions LLC
EIN
46-6955691
Phone
9408862217
Address
7110 HIGHWAY 287 EAST, VERNON, TX 76385-2128

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8889473472
Signed
2024-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matrix Trust Company
Formed
2012
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“OTHER FEES 24,396.”

Raw XML Appendix268 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/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08889473472
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0717 17TH STREET SUITE 1300
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt07987857
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt08729562
IRS990/CashNonInterestBearingGrp/BOYAmt031011
IRS990/CashNonInterestBearingGrp/EOYAmt019102
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0264996
IRS990/CYOtherExpensesAmt055953
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0209043
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt055953
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0264996
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION FOR PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $0.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt0500
IRS990/FeesForServicesOtherGrp/TotalAmt024396
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031057
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0264996
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0264996
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0264996
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07956846
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08710460
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt07987857
IRS990/NetAssetsOrFundBalancesEOYAmt08729562
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0532663
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATRIX TRUST COMPANY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05203227
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0260680
IRS990/PYOtherExpensesAmt064405
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05203227
IRS990/PYRevenuesLessExpensesAmt0196275
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05267632
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05463907
IRS990/ReconcilationRevenueExpnssAmt0209043
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MATRIX TRUST COMPANY - 717 17TH STREET, SUITE 1300, DENVER, CO 80202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES 24,396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0884377634
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CABLE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SYNTRIO SOLUTIONS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt07110 HIGHWAY 587 EAST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0VERNON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd076385
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07987857
IRS990/TotalAssetsEOYAmt08729562
IRS990/TotalAssetsGrp/BOYAmt07987857
IRS990/TotalAssetsGrp/EOYAmt08729562
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt055953
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07987857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08729562
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0500
IRS990/TotalRevenueGrp/ExclusionAmt0264996
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0264996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07987857
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08729562
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0717 17TH STREET STE 1300
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080202
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889473472
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYNTRIO SOLUTIONS LLC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST RETIREMENT BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SYNT
ReturnHeader/Filer/EIN0466955691
ReturnHeader/Filer/PhoneNum09408862217
ReturnHeader/Filer/USAddress/AddressLine1Txt07110 HIGHWAY 287 EAST
ReturnHeader/Filer/USAddress/CityNm0VERNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0763852128
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02024-05-03T15:23:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATRIX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,729,562
Liabilities
$0
Net assets
$8,729,562
Revenue
$264,996
Expenses
$55,953
Net income
$209,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.25$0.46$0.21
2024Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.23$0.91$0.68
2023Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.26$0.06$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$5.46$5.27$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$2.20$3.01$0.81
2020Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.24$1.07$0.83
2019Summary only. Only limited summary data is available for this year.$9.23$0.00$9.23$1.61$0.07$1.54
2018Summary only. Only limited summary data is available for this year.$8.17$0.00$8.17$0.21$0.08$0.13
2017Summary only. Only limited summary data is available for this year.$8.23$0.00$8.23$0.21$1.07$0.87
2016Summary only. Only limited summary data is available for this year.$8.12$0.00$8.12$0.20$0.07$0.13
2015Summary only. Only limited summary data is available for this year.$7.78$0.00$7.78$0.21$0.03$0.18
2014Summary only. Only limited summary data is available for this year.$7.82$0.00$7.82$0.22$0.06$0.16
2013Summary only. Only limited summary data is available for this year.$7.12$0.00$7.12$6.88$0.03$6.85