Civic Intelligence

Hewlett Packard Enterprise Rmsa Trust

990 • Fiscal year 2018 • EIN 47-7284432

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 12, 2019

Organization Profile
6280 America Center Dr 6th FloorSan Jose, CA 95002

(650) 236-7137

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$8,394

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

52nd percentile

4.1%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.7%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$52,542,610

Up $2,079,272 (+4.1%) from 2017

Net Assets

Up

$52,227,424

Up $1,887,206 (+3.7%) from 2017

Liabilities

Up

$315,186

Up $192,066 (+156%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin83rd percentile

Revenue

Up

$7,649,932

Up $544,999 (+7.7%) from 2017

Expenses

Up

$5,807,573

Up $2,376,678 (+69%) from 2017

Net Income

Down

$1,842,359

Down $1,831,679 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$80M$60M$40M$20M$0Assets 2017: $50,463,338Liabilities 2017: $123,120Net Assets 2017: $50,340,2182017Assets 2018: $52,542,610Liabilities 2018: $315,186Net Assets 2018: $52,227,4242018Assets 2019: $54,585,599Liabilities 2019: $247,893Net Assets 2019: $54,337,7062019Assets 2020: $57,697,737Liabilities 2020: $240,006Net Assets 2020: $57,457,7312020Assets 2021: $59,774,430Liabilities 2021: $328,859Net Assets 2021: $59,445,5712021Assets 2022: $60,288,280Liabilities 2022: $299,599Net Assets 2022: $59,988,6812022Assets 2023: $67,858,455Liabilities 2023: $241,784Net Assets 2023: $67,616,6712023Assets 2024: $76,161,588Liabilities 2024: $270,043Net Assets 2024: $75,891,5452024

Highlighted filing

2018

Assets$52,542,610
Liabilities$315,186
Net Assets$52,227,424
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0Revenue 2017: $7,104,933Expenses 2017: $3,430,895Net Income 2017: $3,674,0382017Revenue 2018: $7,649,932Expenses 2018: $5,807,573Net Income 2018: $1,842,3592018Revenue 2019: $7,868,282Expenses 2019: $5,267,534Net Income 2019: $2,600,7482019Revenue 2020: $8,531,172Expenses 2020: $5,830,831Net Income 2020: $2,700,3412020Revenue 2021: $9,250,270Expenses 2021: $6,945,563Net Income 2021: $2,304,7072021Revenue 2022: $7,340,865Expenses 2022: $3,192,669Net Income 2022: $4,148,1962022Revenue 2023: $10,276,577Expenses 2023: $2,792,537Net Income 2023: $7,484,0402023Revenue 2024: $9,824,147Expenses 2024: $3,166,322Net Income 2024: $6,657,8252024

Highlighted filing

2018

Revenue$7,649,932
Expenses$5,807,573
Net Income$1,842,359
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 12, 2019
Return Version
2017v2.0
Gross Receipts
$7,649,932
Mission and Program Overview

Mission

This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical and other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$50,135,700$52,384,096▲ $2,248,396
Rtn Earn Endowment Incm Other Fnds$50,340,218$52,227,424▲ $1,887,206
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$50,463,338$52,542,610▲ $2,079,272
Other Assets Total$327,638$158,514▼ $169,124
Liabilities
Accounts Payable and Accrued Expenses$123,120$315,186▲ $192,066
Total Liabilities$123,120$315,186▲ $192,066
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,340,218$52,227,424▲ $1,887,206
Total Liabilities and Net Assets / Fund Balance$50,463,338$52,542,610▲ $2,079,272
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$8,394$8,394

Board Members and Trustees

NameTitle
Emily LimPlan Committee Member
Jeff T RicciPlan Committee Member
Kirt KarrosPlan Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,597,365
Investment Income
$1,052,567
Other Revenue
$0
Change in Net Assets
$1,842,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,649,932
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,847
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,694,779
Total Revenue per Form 990
$7,649,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,394
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,799,179
Current Officers, Directors, Trustees, and Key Employees---$8,394
Total Functional Expenses$0$0$0$5,807,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,807,573
Total Expenses per Audited Statements$5,807,573
Total Expenses per Form 990$5,807,573
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
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
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 are no committees with authority to act on behalf of the governing body.”

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

“A designated individual in the Hewlett Packard Enterprise Financial Reporting Group reviews the Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the audited financial statements to the Form 990. As an ERISA plan the designated individual in the Hewlett Packard Enterprise Corporation Financial Reporting Group also reconciles the Form 990 to Form 5500, Annual Return/Report of Employee Benefit Plan, and all accompanying statements annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST 2 website.”

Form 990, Part VII, Section A, Line 1A

“Committee members do not receive any additional compensation from Hewlett Packard Enterprise for serving on the Plan Committee.”

Filing and Contact Details

Filer

Filer Name
Hewlett Packard Enterprise RMSA Trust
EIN
47-7284432
Phone
6502367137
Address
6280 America Center Dr 6th Floor, San Jose, CA 95002

Signing Officer

Name
Chris Natali
Title
VP, Assistant Corporate Controller
Phone
6502583349
Signed
2019-09-12
Discuss with paid preparer
No

Organization Details

Formed
2015
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
5500Tax Group Inc
Address
110 S Mary, Suite 2 268, Nipomo, CA 93444
Preparer
Amelia Boyd CPA
Phone
9517845316
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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/ExplanationTxt0There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A designated individual in the Hewlett Packard Enterprise Financial Reporting Group reviews the Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the audited financial statements to the Form 990. As an ERISA plan the designated individual in the Hewlett Packard Enterprise Corporation Financial Reporting Group also reconciles the Form 990 to Form 5500, Annual Return/Report of Employee Benefit Plan, and all accompanying statements annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST 2 website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committee members do not receive any additional compensation from Hewlett Packard Enterprise for serving on the Plan Committee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII, Section A, Line 1a
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05807573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0123120
IRS990/TotalLiabilitiesEOYAmt0315186
IRS990/TotalLiabilitiesGrp/BOYAmt0123120
IRS990/TotalLiabilitiesGrp/EOYAmt0315186
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050340218
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052227424
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt06597365
IRS990/TotalReportableCompFromOrgAmt08394
IRS990/TotalRevenueGrp/ExclusionAmt01052567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06597365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07649932
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050463338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052542610
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0Attn Legal Department
IRS990/USAddress/AddressLine2Txt06280 America Center Dr 6th Floor
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095002
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Form 8868, Application for Extension of Time to File an Exempt Organization Return was timely filed.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Natali
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, Assistant Corporate Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum06502583349
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hewlett Packard Enterprise RMSA Trust
ReturnHeader/Filer/BusinessNameControlTxt0HEWL
ReturnHeader/Filer/EIN0477284432
ReturnHeader/Filer/PhoneNum06502367137
ReturnHeader/Filer/USAddress/AddressLine1Txt06280 America Center Dr 6th Floor
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095002
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.202.19.24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202116576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt05500Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S Mary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 2 268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nipomo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093444
ReturnHeader/PreparerPersonGrp/PhoneNum09517845316
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia Boyd CPA
ReturnHeader/ReturnTs02019-09-13T10:04:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,542,610
Liabilities
$315,186
Net assets
$52,227,424
Revenue
$7,649,932
Expenses
$5,807,573
Net income
$1,842,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.2$0.27$75.9$9.82$3.17$6.66
2023Detailed filing. Detailed filing data is available for this year.$67.9$0.24$67.6$10.3$2.79$7.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$0.30$60.0$7.34$3.19$4.15
2021Detailed filing. Detailed filing data is available for this year.$59.8$0.33$59.4$9.25$6.95$2.30
2020Detailed filing. Detailed filing data is available for this year.$57.7$0.24$57.5$8.53$5.83$2.70
2019Detailed filing. Detailed filing data is available for this year.$54.6$0.25$54.3$7.87$5.27$2.60
2018Detailed filing. Detailed filing data is available for this year.$52.5$0.32$52.2$7.65$5.81$1.84
2017Detailed filing. Detailed filing data is available for this year.$50.5$0.12$50.3$7.10$3.43$3.67