Civic Intelligence

Hewlett Packard Enterprise Rmsa Trust

990 • Fiscal year 2021 • EIN 47-7284432

Nov 01, 2020 to Oct 31, 2021 • Filed on Sep 08, 2022

Organization Profile
Legal Dept 1701 East Mossy Oaks RdSpring, TX 77389

(650) 236-7137

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$6,721

Higher top officer pay than 45% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

35th percentile

3.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

8.4%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$59,774,430

Up $2,076,693 (+3.6%) from 2020

Net Assets

Up

$59,445,571

Up $1,987,840 (+3.5%) from 2020

Liabilities

Up

$328,859

Up $88,853 (+37%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin81st percentile

Revenue

Up

$9,250,270

Up $719,098 (+8.4%) from 2020

Expenses

Up

$6,945,563

Up $1,114,732 (+19%) from 2020

Net Income

Down

$2,304,707

Down $395,634 (-15%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$59,774,430
Liabilities$328,859
Net Assets$59,445,571
Open 2021 Filing

Operations Trend

Revenue Growth64th 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

2021

Revenue$9,250,270
Expenses$6,945,563
Net Income$2,304,707
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Sep 8, 2022
Return Version
2020v4.0
Gross Receipts
$9,250,270
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$57,516,180$59,558,649▲ $2,042,469
Rtn Earn Endowment Incm Other Fnds$57,457,731$59,445,571▲ $1,987,840
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$57,697,737$59,774,430▲ $2,076,693
Other Assets Total$181,557$215,781▲ $34,224
Liabilities
Accounts Payable and Accrued Expenses$240,006$328,859▲ $88,853
Total Liabilities$240,006$328,859▲ $88,853
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,457,731$59,445,571▲ $1,987,840
Total Liabilities and Net Assets / Fund Balance$57,697,737$59,774,430▲ $2,076,693
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Kirt KarrosTrustee$6,721$6,721

Board Members and Trustees

NameTitle
-Former Plan Committee Member
Alessandra Ginante YockelsonPlan Committee Member
Caroline AthertonPlan Committee Member
Jeff T RicciPlan Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,357,034
Investment Income
$893,236
Other Revenue
$0
Change in Net Assets
$2,304,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,250,270
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$9,250,270
Total Revenue per Form 990
$9,250,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,721
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---$6,938,842
Current Officers, Directors, Trustees, and Key Employees---$6,721
Total Functional Expenses$0$0$0$6,945,563

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,262,430
Expenses per Audited Statements$6,945,563
Total Expenses per Form 990$6,945,563
Expenses Not Reported on Form 990$316,867
Expenses Not Reported on Financial Statements$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 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 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 Tr
EIN
47-7284432
Phone
6502367137
Address
Legal Dept 1701 East Mossy Oaks Rd, Spring, TX 77389

Signing Officer

Name
Dave Serr
Title
Vice President Assistant Controller
Phone
6502583349
Signed
2022-09-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Dave Serr
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 Ste 2 268, Nipomo, CA 93444
Preparer
Amelia Boyd CPA
Phone
9517845316
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XII, Line 2D

“Net unrealized losses on investments”

Raw XML Appendix368 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/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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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/TotalAssetsBOYAmt057697737
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt06945563
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IRS990/USAddress/AddressLine2Txt01701 East Mossy Oaks Rd
IRS990/USAddress/CityNm0Spring
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077389
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IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Form 8868, Application for Extension of Time to File an Exempt Organization Return was timely filed.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Serr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President Assistant Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum06502583349
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEWLETT PACKARD ENTERPRISE RMSA TR
ReturnHeader/Filer/BusinessNameControlTxt0HEWL
ReturnHeader/Filer/EIN0477284432
ReturnHeader/Filer/PhoneNum06502367137
ReturnHeader/Filer/USAddress/AddressLine1Txt0Legal Dept 1701 East Mossy Oaks Rd
ReturnHeader/Filer/USAddress/CityNm0Spring
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077389
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202116576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt05500Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S Mary Ste 2 268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nipomo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093444
ReturnHeader/PreparerPersonGrp/PhoneNum09517845316
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia Boyd CPA
ReturnHeader/ReturnTs02022-09-07T19:05:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,774,430
Liabilities
$328,859
Net assets
$59,445,571
Revenue
$9,250,270
Expenses
$6,945,563
Net income
$2,304,707
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