Civic Intelligence

Research Foundation for Mental Hygiene Inc Employee Veba Trust

EIN 61-6565875 • 501(c)9 • Clinton, IA

Profile

The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.

PO Box 4391Clinton, IA 52733-4391

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 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

7.5%

Faster asset growth than 85% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-37%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$64,737

Up $4,531 (+7.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$64,737

Up $4,531 (+7.5%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin86th percentile

Revenue

Down

$24,203

Down $14,418 (-37%) from 2023

Expenses

Down

$14,792

Down $32,216 (-69%) from 2023

Net Income

Up

$9,411

Up $17,798 (+212%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$80K$60K$40K$20K$0Assets 2021: $44,753Liabilities 2021: $0Net Assets 2021: $44,7532021Assets 2022: $62,144Liabilities 2022: $0Net Assets 2022: $62,1442022Assets 2023: $60,206Liabilities 2023: $0Net Assets 2023: $60,2062023Assets 2024: $64,737Liabilities 2024: $0Net Assets 2024: $64,7372024

Highlighted filing

2024

Assets$64,737
Liabilities$0
Net Assets$64,737
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $56,430Expenses 2021: $50,939Net Income 2021: $5,4912021Revenue 2022: $103,680Expenses 2022: $76,481Net Income 2022: $27,1992022Revenue 2023: $38,621Expenses 2023: $47,008Net Income 2023: -$8,3872023Revenue 2024: $24,203Expenses 2024: $14,792Net Income 2024: $9,4112024

Highlighted filing

2024

Revenue$24,203
Expenses$14,792
Net Income$9,411
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,737
Liabilities
$0
Net assets
$64,737
Revenue
$24,203
Expenses
$14,792
Net income
$9,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.24$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.39$0.47$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.04$0.76$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.56$0.51$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$102,094
Mission and Program Overview

Mission

Health benefits and insurance premiums paid to members

The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.

Program Services

DescriptionGrantsExpenses
ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIAA TRUST NATrustee-$0$750$750
ALTA TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Research Foundation for Mental Hygiene
EIN
61-6565875
Phone
7162456100
Address
PO BOX 4391, CLINTON, IA 52733-4391

Signing Officer

Name
Patricia Reimann
Title
Trustee Representative
Phone
7162456100
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Onebridge Benefits Inc
Address
170 FRANKLIN ST, BUFFALO, NY 14202-2412
Phone
7162456100
Supplemental Narrative

Additional Explanations

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

“Description: investment income. Amount: 4,998.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative fees. Amount: 6.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss on investment. Amount: -4,880.”

Form 990-ez Part IV

“The contributing employer has appointed alta trust, a trust company organized under the laws of south dakota, as the successor trustee to the trust, concurrently with the removal of tiaa trust as trustee as of december 17, 2024. Simultaneously, onebridge benefits, inc. Was appointed as the successor recordkeeper.”

Raw XML Appendix106 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/BenefitsPaidToOrForMembersAmt014786
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ONEBRIDGE BENEFITS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum07162456100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 FRANKLIN STREET SUITE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUFFALO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt077891
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt09411
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064737
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07248
IRS990EZ/GrossReceiptsAmt0102094
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04998
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060206
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIAA TRUST NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALTA TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-4880
IRS990EZ/OtherExpensesTotalAmt06
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramServiceRevenueAmt011957
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt085139
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt014792
IRS990EZ/TotalRevenueAmt024203
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: -4,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONTRIBUTING EMPLOYER HAS APPOINTED ALTA TRUST, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA, AS THE SUCCESSOR TRUSTEE TO THE TRUST, CONCURRENTLY WITH THE REMOVAL OF TIAA TRUST AS TRUSTEE AS OF DECEMBER 17, 2024. SIMULTANEOUSLY, ONEBRIDGE BENEFITS, INC. WAS APPOINTED AS THE SUCCESSOR RECORDKEEPER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ PART IV
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA REIMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum07162456100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH FOUNDATION FOR MENTAL HYGIENE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC EMPLOYEE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0616565875
ReturnHeader/Filer/PhoneNum07162456100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4391
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0527334391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873803779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONEBRIDGE BENEFITS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142022412
ReturnHeader/PreparerPersonGrp/PhoneNum07162456100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/ReturnTs02025-09-15T12:42:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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