Civic Intelligence

Enlighten Veba Hra Trust

990 • Fiscal year 2020 • EIN 47-4551938

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization ProfileN/A
3364 Amherst WayEugene, OR 97408-9297

(541) 913-1880

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

58th percentile

8.8%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

58th percentile

9.4%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$14,672,568

Up $1,254,859 (+9.4%) from 2019

Net Assets

Up

$14,672,568

Up $1,254,859 (+9.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin58th percentile

Revenue

Down

$2,465,467

Down $2,469,404 (-50%) from 2019

Expenses

Up

$2,248,751

Up $39,069 (+1.8%) from 2019

Net Income

Down

$216,716

Down $2,508,473 (-92%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $5,152,182Liabilities 2016: $0Net Assets 2016: $5,152,1822016Assets 2017: $9,896,546Liabilities 2017: $0Net Assets 2017: $9,896,5462017Assets 2018: $9,803,073Liabilities 2018: $0Net Assets 2018: $9,803,0732018Assets 2019: $13,417,709Liabilities 2019: $0Net Assets 2019: $13,417,7092019Assets 2020: $14,672,568Liabilities 2020: $0Net Assets 2020: $14,672,5682020Assets 2021: $17,038,960Liabilities 2021: $0Net Assets 2021: $17,038,9602021Assets 2022: $16,196,341Liabilities 2022: $0Net Assets 2022: $16,196,3412022Assets 2023: $11,370,487Liabilities 2023: $0Net Assets 2023: $11,370,4872023Assets 2024: $6,334,285Liabilities 2024: $0Net Assets 2024: $6,334,2852024

Highlighted filing

2020

Assets$14,672,568
Liabilities$0
Net Assets$14,672,568
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2016: $1,637,719Expenses 2016: $1,236,168Net Income 2016: $401,5512016Revenue 2017: $2,634,501Expenses 2017: $1,678,734Net Income 2017: $955,7672017Revenue 2018: $2,454,891Expenses 2018: $1,943,835Net Income 2018: $511,0562018Revenue 2019: $4,934,871Expenses 2019: $2,209,682Net Income 2019: $2,725,1892019Revenue 2020: $2,465,467Expenses 2020: $2,248,751Net Income 2020: $216,7162020Revenue 2021: $3,841,939Expenses 2021: $2,449,746Net Income 2021: $1,392,1932021Revenue 2022: $3,649,306Expenses 2022: $2,708,097Net Income 2022: $941,2092022Revenue 2023: $4,209,030Expenses 2023: $2,910,628Net Income 2023: $1,298,4022023Revenue 2024: $1,117,646Expenses 2024: $852,298Net Income 2024: $265,3482024

Highlighted filing

2020

Revenue$2,465,467
Expenses$2,248,751
Net Income$216,716
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Gross Receipts
$5,295,975
Mission and Program Overview

Mission

A voluntary employees' beneficiary association (veba) to fund reimbursement of eligible medical expenses under a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$13,417,709$14,672,568▲ $1,254,859
Investments in Publicly Traded Securities$13,376,778$14,582,103▲ $1,205,325
Accounts Receivable$40,931$90,465▲ $49,534
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,417,709$14,672,568▲ $1,254,859
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,417,709$14,672,568▲ $1,254,859
Total Liabilities and Net Assets / Fund Balance$13,417,709$14,672,568▲ $1,254,859
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Hand Benefit Trust CoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,211,730
Investment Income
$253,737
Other Revenue
$0
Change in Net Assets
$216,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,911
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$2,076,840--$2,076,840
Fees for Service Investment Mgmnt Fees-$108,450-$108,450
Fees for Services Other-$63,461-$63,461
Total Functional Expenses$2,076,840$171,911$0$2,248,751
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Part VI, Section A, Line 6

“The participants of the health reimbursement arrangement funded by the organization are members of the organization.”

Part VI, Section A, Line 7 (B)

“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.”

Part VI, Section A, Line 9(A)

“Trustee: hand benefit & trust co., 820 gessner rd., ste. 1250, houston, tx 77024”

Part VI, Section B, Line 11(A)

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

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.”

Filing and Contact Details

Filer

Filer Name
Enlighten VEBA HRA Trust
EIN
47-4551938
In Care Of
% BPAS
Phone
5419131880
Address
3364 Amherst Way, Eugene, OR 97408-9297

Signing Officer

Name
Gordon Gorshing
Title
Owner
Phone
5419131880
Signed
2021-11-14

Organization Details

Principal Officer
Enlighten VEBA HRA Trust
Formed
2015
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML Appendix332 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/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2TRUSTEE: HAND BENEFIT & TRUST CO., 820 GESSNER RD., STE. 1250, HOUSTON, TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON 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/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7 (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 9(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014672568
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IRS990/TotalProgramServiceExpensesAmt02076840
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014672568
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IRS990/TravelGrp/TotalAmt00
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IRS990/USAddress/ZIPCd0974089297
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IRS990/VotingMembersIndependentCnt01
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gordon Gorshing
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ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gordon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gorshing
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,672,568
Liabilities
$0
Net assets
$14,672,568
Revenue
$2,465,467
Expenses
$2,248,751
Net income
$216,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.00$6.33$1.12$0.85$0.27
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$4.21$2.91$1.30
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$3.65$2.71$0.94
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$3.84$2.45$1.39
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.47$2.25$0.22
2019Summary only. Only limited summary data is available for this year.$13.4$0.00$13.4$4.93$2.21$2.73
2018Summary only. Only limited summary data is available for this year.$9.80$0.00$9.80$2.45$1.94$0.51
2017Summary only. Only limited summary data is available for this year.$9.90$0.00$9.90$2.63$1.68$0.96
2016Summary only. Only limited summary data is available for this year.$5.15$0.00$5.15$1.64$1.24$0.40