Civic Intelligence

Richland County Veba Health Savings Trust

EIN 51-0567223 • 501(c)9 • Mansfield, OH

Profile

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

50 Park Avenue EastMansfield, OH 44902

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-670833%

Higher net margin than 2% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

-12%

Faster asset growth than 63% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-99%

Faster revenue growth than 18% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$142,621

Down $20,125 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$142,621

Down $20,125 (-12%) from 2020

Operations
Liabilities / Revenue80th percentileNet Margin2nd percentile

Revenue

Down

$3

Down $512 (-99%) from 2020

Expenses

Down

$20,128

Down $15,405 (-43%) from 2020

Net Income

Up

-$20,125

Up $14,893 (+43%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,138,125Liabilities 2011: $0Net Assets 2011: $1,138,1252011Assets 2012: $1,065,021Liabilities 2012: $0Net Assets 2012: $1,065,0212012Assets 2013: $1,016,611Liabilities 2013: $0Net Assets 2013: $1,016,6112013Assets 2014: $667,579Liabilities 2014: $0Net Assets 2014: $667,5792014Assets 2015: $652,645Liabilities 2015: $0Net Assets 2015: $652,6452015Assets 2016: $598,597Liabilities 2016: $0Net Assets 2016: $598,5972016Assets 2017: $426,383Liabilities 2017: $0Net Assets 2017: $426,3832017Assets 2018: $239,312Liabilities 2018: $02018Assets 2019: $197,764Liabilities 2019: $02019Assets 2020: $162,746Liabilities 2020: $0Net Assets 2020: $162,7462020Assets 2021: $142,621Liabilities 2021: $0Net Assets 2021: $142,6212021

Highlighted filing

2021

Assets$142,621
Liabilities$0
Net Assets$142,621
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $288,261Expenses 2011: $384,865Net Income 2011: -$96,6042011Revenue 2012: $289,307Expenses 2012: $364,379Net Income 2012: -$75,0722012Revenue 2013: $260,792Expenses 2013: $311,790Net Income 2013: -$50,9982013Revenue 2014: $208,380Expenses 2014: $232,870Net Income 2014: -$24,4902014Revenue 2015: $209,915Expenses 2015: $224,007Net Income 2015: -$14,0922015Revenue 2016: $169,943Expenses 2016: $223,991Net Income 2016: -$54,0482016Revenue 2017: $70,115Expenses 2017: $156,923Net Income 2017: -$86,8082017Revenue 2018: $2,090Expenses 2018: $188,937Net Income 2018: -$186,8472018Revenue 2019: $1,822Expenses 2019: $43,408Net Income 2019: -$41,5862019Revenue 2020: $515Expenses 2020: $35,533Net Income 2020: -$35,0182020Revenue 2021: $3Expenses 2021: $20,128Net Income 2021: -$20,1252021

Highlighted filing

2021

Revenue$3
Expenses$20,128
Net Income-$20,125
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$142,621
Liabilities
$0
Net assets
$142,621
Revenue
$3
Expenses
$20,128
Net income
-$20,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.02$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.00$0.04$0.04
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.04$0.04
2018Summary only. Only limited summary data is available for this year.$0.24$0.00$0.00$0.19$0.19
2017Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.07$0.16$0.09
2016Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.17$0.22$0.05
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.21$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.21$0.23$0.02
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.26$0.31$0.05
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.29$0.36$0.08
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.29$0.38$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 23, 2022
Return Version
2021v4.2
Gross Receipts
$3
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 36 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $16,889.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATRIX TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richland County
EIN
51-0567223
Phone
4197745504
Address
50 PARK AVENUE EAST, MANSFIELD, OH 44902

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8889473472
Signed
2022-05-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 3.”

Raw XML Appendix94 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt016889
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08889473472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0717 17TH ST STE 1300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162746
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20125
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03239
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162746
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142621
IRS990EZ/GrossReceiptsAmt03
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162746
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142621
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162746
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATRIX TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 36 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $16,889.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020128
IRS990EZ/TotalRevenueAmt03
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889473472
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHLAND COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0510567223
ReturnHeader/Filer/PhoneNum04197745504
ReturnHeader/Filer/USAddress/AddressLine1Txt050 PARK AVENUE EAST
ReturnHeader/Filer/USAddress/CityNm0MANSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044902
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/PreparationDt02022-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02022-05-25T14:50:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATRIX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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