Civic Intelligence

Wyoming Educators' Benefit Trust C/O Willis Group

990 • Fiscal year 2018 • EIN 74-2382896

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 08, 2019

Organization ProfileWWW.WYOEA.ORG
415 West 17th StreetCheyenne, WY 82001

(307) 634-7991

Siviq Scores

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

Liabilities / Assets

79th percentile

0.32x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.18x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

20th percentile

-3.7%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$144,591

Higher top officer pay than 58% of similar nonprofits.

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

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

36th percentile

-3.5%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-1.1%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$61,446,419

Down $2,215,058 (-3.5%) from 2017

Net Assets

Down

$41,963,606

Down $3,417,381 (-7.5%) from 2017

Liabilities

Up

$19,482,813

Up $1,202,323 (+6.6%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin20th percentile

Revenue

Down

$107,816,061

Down $1,252,400 (-1.1%) from 2017

Expenses

Up

$111,771,215

Up $11,328,215 (+11%) from 2017

Net Income

Down

-$3,955,154

Down $12,580,615 (-146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $20,055,174Liabilities 2011: $11,634,731Net Assets 2011: $8,420,4432011Assets 2012: $28,116,378Liabilities 2012: $11,705,225Net Assets 2012: $16,411,1532012Assets 2013: $38,525,162Liabilities 2013: $13,301,868Net Assets 2013: $25,223,2942013Assets 2014: $48,452,967Liabilities 2014: $17,930,491Net Assets 2014: $30,522,4762014Assets 2015: $49,502,728Liabilities 2015: $20,125,556Net Assets 2015: $29,377,1722015Assets 2016: $54,499,447Liabilities 2016: $18,477,340Net Assets 2016: $36,022,1072016Assets 2017: $63,661,477Liabilities 2017: $18,280,490Net Assets 2017: $45,380,9872017Assets 2018: $61,446,419Liabilities 2018: $19,482,813Net Assets 2018: $41,963,6062018Assets 2019: $65,506,104Liabilities 2019: $27,077,261Net Assets 2019: $38,428,8432019Assets 2020: $65,341,472Liabilities 2020: $22,297,027Net Assets 2020: $43,044,4452020Assets 2021: $76,313,053Liabilities 2021: $22,781,171Net Assets 2021: $53,531,8822021Assets 2022: $62,626,855Liabilities 2022: $23,875,697Net Assets 2022: $38,751,1582022Assets 2023: $47,250,764Liabilities 2023: $19,732,402Net Assets 2023: $27,518,3622023Assets 2024: $49,474,991Liabilities 2024: $20,185,739Net Assets 2024: $29,289,2522024

Highlighted filing

2018

Assets$61,446,419
Liabilities$19,482,813
Net Assets$41,963,606
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $66,322,839Expenses 2011: $67,889,282Net Income 2011: -$1,566,4432011Expenses 2012: $72,247,5912012Revenue 2013: $93,181,999Expenses 2013: $86,015,818Net Income 2013: $7,166,1812013Revenue 2014: $94,743,163Expenses 2014: $92,410,628Net Income 2014: $2,332,5352014Revenue 2015: $92,921,762Expenses 2015: $93,714,578Net Income 2015: -$792,8162015Revenue 2016: $99,762,361Expenses 2016: $93,299,814Net Income 2016: $6,462,5472016Revenue 2017: $109,068,461Expenses 2017: $100,443,000Net Income 2017: $8,625,4612017Revenue 2018: $107,816,061Expenses 2018: $111,771,215Net Income 2018: -$3,955,1542018Revenue 2019: $109,510,414Expenses 2019: $113,857,547Net Income 2019: -$4,347,1332019Revenue 2020: $116,852,945Expenses 2020: $112,073,742Net Income 2020: $4,779,2032020Revenue 2021: $124,307,906Expenses 2021: $119,474,995Net Income 2021: $4,832,9112021Revenue 2022: $128,954,716Expenses 2022: $134,605,907Net Income 2022: -$5,651,1912022Revenue 2023: $136,313,123Expenses 2023: $148,273,632Net Income 2023: -$11,960,5092023Revenue 2024: $139,159,619Expenses 2024: $138,826,383Net Income 2024: $333,2362024

Highlighted filing

2018

Revenue$107,816,061
Expenses$111,771,215
Net Income-$3,955,154
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 8, 2019
Return Version
2017v2.3
Gross Receipts
$113,183,680
Mission and Program Overview

Mission

The trust offers high quality group benefit programs for school districts, education organizations, and governmental agencies, including their retirees.

Provide health, dental, life & ltd insurance coverage to wyoming educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$45,030,833$47,128,108▲ $2,097,275
Accounts Receivable$6,787,414$7,618,503▲ $831,089
Cash and Non-Interest-Bearing Accounts$11,691,540$6,498,878▼ $5,192,662
Prepaid Expenses and Deferred Charges$151,690$200,930▲ $49,240
Total Assets$63,661,477$61,446,419▼ $2,215,058
Liabilities
Accounts Payable and Accrued Expenses$17,311,635$18,025,047▲ $713,412
Deferred Revenue$968,855$1,457,766▲ $488,911
Total Liabilities$18,280,490$19,482,813▲ $1,202,323
Net Assets / Fund Balance
Unrestricted Net Assets$45,380,987$41,963,606▼ $3,417,381
Total Net Assets Fund Balance$45,380,987$41,963,606▼ $3,417,381
Total Liabilities and Net Assets / Fund Balance$63,661,477$61,446,419▼ $2,215,058

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$47,128,108--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleOtherTotal
Kathy VetterPresident$144,591$144,591

Board Members and Trustees

NameTitle
Grady HutchersonVice President
Amy SimpsonTrustee
Cari KragovichTrustee
Diana ClappTrustee
Ed GoetzTrustee
Heather DokeTrustee
Richard LuchsingerTrustee
Richard PullenTrustee
Kim AmenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$106,161,307
Investment Income
$1,654,754
Other Revenue
$0
Change in Net Assets
$-3,955,154

Audited Revenue Reconciliation

Revenue per Audited Statements
$107,816,061
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$537,773
Total Revenue per Audited Statements
$108,353,834
Total Revenue per Form 990
$107,816,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,771,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$600,000
Fees for Service Investment Mgmnt Fees---$216,014
Fees for Services Other---$41,665
Insurance---$25,163
Fees for Services Accounting---$15,945
All Other Expenses---$11,353
Travel---$11,144
Fees for Services Lobbying---$10,000
Occupancy---$6,000
Office Expenses---$5,618
Advertising---$4,578
Fees for Services Legal---$738
Total Functional Expenses$0$0$0$111,771,215

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$111,771,215
Total Expenses per Audited Statements$111,771,215
Total Expenses per Form 990$111,771,215
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 is provided to the board prior to it's filing.”

Form 990, Part VI, Section C, Line 19

“Public documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
WYOMING EDUCATORS' BENEFIT TRUST
EIN
74-2382896
Phone
3076347991
Address
415 WEST 17TH STREET, CHEYENNE, WY 82001

Signing Officer

Name
Kathy Vetter
Title
Trustee
Phone
3076347991
Signed
2019-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Vetter
Formed
1985
Legal Domicile
Wy
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Mcgee Hearne & Paiz Llp
Address
PO BOX 1088, CHEYENNE, WY 82003
Preparer
Russell E Hay
Phone
3076342151
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management evaluated the trust's tax positions and concluded that the trust had maintained its tax exempt status and had taken no uncertain tax positions that require adjustments to the financial statements. With few exceptions, the trust is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities except for the last three years filed.”

Raw XML AppendixShowing 400 of 405 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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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATED THE TRUST'S TAX POSITIONS AND CONCLUDED THAT THE TRUST HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES EXCEPT FOR THE LAST THREE YEARS FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO IT'S FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLIC DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1240560
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IRS990/TotalCompGreaterThan150KInd00
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,446,419
Liabilities
$19,482,813
Net assets
$41,963,606
Revenue
$107,816,061
Expenses
$111,771,215
Net income
-$3,955,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.5$20.2$29.3$139$139$0.33
2023Detailed filing. Detailed filing data is available for this year.$47.3$19.7$27.5$136$148$12.0
2022Detailed filing. Detailed filing data is available for this year.$62.6$23.9$38.8$129$135$5.65
2021Detailed filing. Detailed filing data is available for this year.$76.3$22.8$53.5$124$119$4.83
2020Detailed filing. Detailed filing data is available for this year.$65.3$22.3$43.0$117$112$4.78
2019Detailed filing. Detailed filing data is available for this year.$65.5$27.1$38.4$110$114$4.35
2018Detailed filing. Detailed filing data is available for this year.$61.4$19.5$42.0$108$112$3.96
2017Detailed filing. Detailed filing data is available for this year.$63.7$18.3$45.4$109$100$8.63
2016Detailed filing. Detailed filing data is available for this year.$54.5$18.5$36.0$99.8$93.3$6.46
2015Detailed filing. Detailed filing data is available for this year.$49.5$20.1$29.4$92.9$93.7$0.79
2014Detailed filing. Detailed filing data is available for this year.$48.5$17.9$30.5$94.7$92.4$2.33
2013Summary only. Only limited summary data is available for this year.$38.5$13.3$25.2$93.2$86.0$7.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$11.7$16.4$72.2
2011Summary only. Only limited summary data is available for this year.$20.1$11.6$8.42$66.3$67.9$1.57