Civic Intelligence

Hewlett Packard Enterprise Rmsa Trust

990 • Fiscal year 2017 • EIN 47-7284432

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 10, 2018

Organization Profile
500 Grant Street Suite 0625Pittsburgh, PA 15258

(650) 236-7137

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$4,911

Higher top officer pay than 43% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$50,463,338

No earlier filing loaded for comparison.

Net Assets

$50,340,218

No earlier filing loaded for comparison.

Liabilities

$123,120

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin92nd percentile

Revenue

$7,104,933

No earlier filing loaded for comparison.

Expenses

$3,430,895

No earlier filing loaded for comparison.

Net Income

$3,674,038

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets$50,463,338
Liabilities$123,120
Net Assets$50,340,218
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$7,104,933
Expenses$3,430,895
Net Income$3,674,038
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 10, 2018
Return Version
2016v3.0
Gross Receipts
$7,104,933
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
Rtn Earn Endowment Incm Other Fnds$46,895,751$50,340,218▲ $3,444,467
Investments in Publicly Traded Securities$46,724,184$50,135,700▲ $3,411,516
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$47,056,230$50,463,338▲ $3,407,108
Other Assets Total$332,046$327,638▼ $4,408
Liabilities
Accounts Payable and Accrued Expenses$160,479$123,120▼ $37,359
Total Liabilities$160,479$123,120▼ $37,359
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,895,751$50,340,218▲ $3,444,467
Total Liabilities and Net Assets / Fund Balance$47,056,230$50,463,338▲ $3,407,108
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$4,911$4,911

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,076,281
Investment Income
$1,028,652
Other Revenue
$0
Change in Net Assets
$3,674,038

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,104,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,104,933
Total Revenue per Form 990
$7,104,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,911
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---$3,425,984
Current Officers, Directors, Trustees, and Key Employees---$4,911
Total Functional Expenses$0$0$0$3,430,895

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,660,466
Total Expenses per Audited Statements$3,660,466
Total Expenses per Form 990$3,430,895
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-229,571
Other Expense Adjustments$-229,571
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 Enterprises for serving on the Plan Committee.”

Filing and Contact Details

Filer

Filer Name
Hewlett Packard Enterprise RMSA Trust
EIN
47-7284432
Phone
6502367137
Address
500 Grant Street Suite 0625, Pittsburgh, PA 15258

Signing Officer

Name
Chris Natali
Title
VP, Assistant Corporate Controller
Phone
6502583349
Signed
2018-09-10
Discuss with paid preparer
No

Organization Details

Formed
2015
Legal Domicile
Pa
Voting Board Members
4
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
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XII, Line 4B

“Net unrealized losses on investments”

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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 Enterprises 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/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt047056230
IRS990/TotalAssetsEOYAmt050463338
IRS990/TotalAssetsGrp/BOYAmt047056230
IRS990/TotalAssetsGrp/EOYAmt050463338
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03430895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0160479
IRS990/TotalLiabilitiesEOYAmt0123120
IRS990/TotalLiabilitiesGrp/BOYAmt0160479
IRS990/TotalLiabilitiesGrp/EOYAmt0123120
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046895751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050340218
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt06076281
IRS990/TotalReportableCompFromOrgAmt04911
IRS990/TotalRevenueGrp/ExclusionAmt01028652
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06076281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07104933
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047056230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt050463338
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 Grant Street
IRS990/USAddress/AddressLine2Txt0Suite 0625
IRS990/USAddress/CityNm0Pittsburgh
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015258
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Form 8868, Application for Extension of Time to File an Exempt Organization Return was timely filed.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Natali
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, Assistant Corporate Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum06502583349
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hewlett Packard Enterprise RMSA Trust
ReturnHeader/Filer/BusinessNameControlTxt0HEWL
ReturnHeader/Filer/EIN0477284432
ReturnHeader/Filer/PhoneNum06502367137
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Grant Street Suite 0625
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015258
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.92.49.15
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/PreparationDt02018-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia Boyd CPA
ReturnHeader/ReturnTs02018-09-06T18:05:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$50,463,338
Liabilities
$123,120
Net assets
$50,340,218
Revenue
$7,104,933
Expenses
$3,430,895
Net income
$3,674,038
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