Civic Intelligence

Retirement Enhancement and Benefits Alternatives Veba Trust

EIN 52-2345403 • 501(c)9 • Minneapolis, MN

Profile

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

CO Cbiz 222 South 9th StreetMinneapolis, MN 55402

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

26th percentile

-2.6%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-27%

Faster revenue growth than 6% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$14,559,197

Up $558,650 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,559,197

Up $558,650 (+4.0%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin26th percentile

Revenue

Down

$1,956,635

Down $165,384 (-7.8%) from 2023

Expenses

Down

$1,397,985

Down $87,086 (-5.9%) from 2023

Net Income

Down

$558,650

Down $78,298 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,409,181Liabilities 2011: $0Net Assets 2011: $6,409,1812011Assets 2012: $6,524,781Liabilities 2012: $0Net Assets 2012: $6,524,7812012Assets 2013: $7,005,658Liabilities 2013: $0Net Assets 2013: $7,005,6582013Assets 2014: $7,719,175Liabilities 2014: $0Net Assets 2014: $7,719,1752014Assets 2015: $9,327,240Liabilities 2015: $0Net Assets 2015: $9,327,2402015Assets 2016: $9,916,347Liabilities 2016: $0Net Assets 2016: $9,916,3472016Assets 2017: $15,204,963Liabilities 2017: $0Net Assets 2017: $15,204,9632017Assets 2018: $11,821,205Liabilities 2018: $0Net Assets 2018: $11,821,2052018Assets 2019: $11,070,483Liabilities 2019: $0Net Assets 2019: $11,070,4832019Assets 2020: $11,956,912Liabilities 2020: $0Net Assets 2020: $11,956,9122020Assets 2021: $12,725,353Liabilities 2021: $0Net Assets 2021: $12,725,3532021Assets 2022: $13,363,599Liabilities 2022: $0Net Assets 2022: $13,363,5992022Assets 2023: $14,000,547Liabilities 2023: $0Net Assets 2023: $14,000,5472023Assets 2024: $14,559,197Liabilities 2024: $0Net Assets 2024: $14,559,1972024

Highlighted filing

2024

Assets$14,559,197
Liabilities$0
Net Assets$14,559,197
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,342,566Expenses 2011: $1,519,839Net Income 2011: -$177,2732011Revenue 2012: $1,607,839Expenses 2012: $1,492,239Net Income 2012: $115,6002012Revenue 2013: $1,895,620Expenses 2013: $1,414,743Net Income 2013: $480,8772013Revenue 2014: $2,147,232Expenses 2014: $1,433,800Net Income 2014: $713,4322014Revenue 2015: $3,092,898Expenses 2015: $1,484,833Net Income 2015: $1,608,0652015Revenue 2016: $2,405,324Expenses 2016: $1,758,982Net Income 2016: $646,3422016Revenue 2017: $3,788,937Expenses 2017: $2,240,898Net Income 2017: $1,548,0392017Revenue 2018: $4,122,844Expenses 2018: $2,061,035Net Income 2018: $2,061,8092018Revenue 2019: $2,560,599Expenses 2019: $1,409,862Net Income 2019: $1,150,7372019Revenue 2020: $2,096,415Expenses 2020: $1,209,986Net Income 2020: $886,4292020Revenue 2021: $2,184,743Expenses 2021: $1,416,302Net Income 2021: $768,4412021Revenue 2022: $2,006,749Expenses 2022: $1,368,503Net Income 2022: $638,2462022Revenue 2023: $2,122,019Expenses 2023: $1,485,071Net Income 2023: $636,9482023Revenue 2024: $1,956,635Expenses 2024: $1,397,985Net Income 2024: $558,6502024

Highlighted filing

2024

Revenue$1,956,635
Expenses$1,397,985
Net Income$558,650
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,559,197
Liabilities
$0
Net assets
$14,559,197
Revenue
$1,956,635
Expenses
$1,397,985
Net income
$558,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.00$14.6$1.96$1.40$0.56
2023Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$2.12$1.49$0.64
2022Summary only. Only limited summary data is available for this year.$13.4$0.00$13.4$2.01$1.37$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$2.18$1.42$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$2.10$1.21$0.89
2019Summary only. Only limited summary data is available for this year.$11.1$0.00$11.1$2.56$1.41$1.15
2018Summary only. Only limited summary data is available for this year.$11.8$0.00$11.8$4.12$2.06$2.06
2017Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$3.79$2.24$1.55
2016Summary only. Only limited summary data is available for this year.$9.92$0.00$9.92$2.41$1.76$0.65
2015Summary only. Only limited summary data is available for this year.$9.33$0.00$9.33$3.09$1.48$1.61
2014Summary only. Only limited summary data is available for this year.$7.72$0.00$7.72$2.15$1.43$0.71
2013Summary only. Only limited summary data is available for this year.$7.01$0.00$7.01$1.90$1.41$0.48
2012Summary only. Only limited summary data is available for this year.$6.52$0.00$6.52$1.61$1.49$0.12
2011Summary only. Only limited summary data is available for this year.$6.41$0.00$6.41$1.34$1.52$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits