Civic Intelligence

Wyoming Educators' Benefit Trust C/O Willis Group

990 • Fiscal year 2017 • EIN 74-2382896

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 21, 2017

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

76th percentile

0.29x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.17x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

64th percentile

7.9%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$181,406

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.3%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$63,661,477

Up $9,162,030 (+17%) from 2016

Net Assets

Up

$45,380,987

Up $9,358,880 (+26%) from 2016

Liabilities

Down

$18,280,490

Down $196,850 (-1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin64th percentile

Revenue

Up

$109,068,461

Up $9,306,100 (+9.3%) from 2016

Expenses

Up

$100,443,000

Up $7,143,186 (+7.7%) from 2016

Net Income

Up

$8,625,461

Up $2,162,914 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2017

Assets$63,661,477
Liabilities$18,280,490
Net Assets$45,380,987
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$109,068,461
Expenses$100,443,000
Net Income$8,625,461
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 21, 2017
Return Version
2016v3.0
Gross Receipts
$112,883,044
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$35,353,678$45,030,833▲ $9,677,155
Cash and Non-Interest-Bearing Accounts$10,268,481$11,691,540▲ $1,423,059
Accounts Receivable$8,702,489$6,787,414▼ $1,915,075
Prepaid Expenses and Deferred Charges$174,799$151,690▼ $23,109
Total Assets$54,499,447$63,661,477▲ $9,162,030
Liabilities
Accounts Payable and Accrued Expenses$16,901,742$17,311,635▲ $409,893
Deferred Revenue$1,575,598$968,855▼ $606,743
Total Liabilities$18,477,340$18,280,490▼ $196,850
Net Assets / Fund Balance
Unrestricted Net Assets$36,022,107$45,380,987▲ $9,358,880
Total Net Assets Fund Balance$36,022,107$45,380,987▲ $9,358,880
Total Liabilities and Net Assets / Fund Balance$54,499,447$63,661,477▲ $9,162,030

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$45,030,833--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleOtherTotal
Kathy VetterPresident$148,140$148,140

Board Members and Trustees

NameTitle
Grady HutchersonVice President
Amy SimpsonTrustee
Brad CutlerTrustee
Cody SinclairTrustee
Diana ClappTrustee
Ed GoetzTrustee
Heather DokeTrustee
Richard LuchsingerTrustee
Ron SniffinPlan Administrator
Kim AmenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$107,029,149
Investment Income
$2,039,312
Other Revenue
$0
Change in Net Assets
$8,625,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,068,461
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$733,419
Total Revenue per Audited Statements
$109,801,880
Total Revenue per Form 990
$109,068,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,443,000
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---$1,400,000
Fees for Services Other---$204,592
All Other Expenses---$200,318
Fees for Services Accounting---$31,258
Insurance---$24,019
Travel---$20,849
Fees for Services Lobbying---$20,000
Office Expenses---$6,408
Occupancy---$6,000
Advertising---$1,699
Total Functional Expenses$0$0$0$100,443,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$100,443,000
Total Expenses per Audited Statements$100,443,000
Total Expenses per Form 990$100,443,000
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' Benefits Trust
EIN
74-2382896
Phone
3076347991
Address
415 West 17th Street, Cheyenne, WY 82001

Signing Officer

Name
Kathy Vetter
Title
Trustee
Phone
3076347991
Signed
2017-12-21
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
7

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 430 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016901742
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017311635
IRS990/AccountsReceivableGrp/BOYAmt08702489
IRS990/AccountsReceivableGrp/EOYAmt06787414
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH, DENTAL, LIFE & LTD INSURANCE COVERAGE TO WYOMING EDUCATORS.
IRS990/AdvertisingGrp/TotalAmt01699
IRS990/AllOtherExpensesGrp/TotalAmt0200318
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIS GROUP
IRS990/BooksInCareOfDetail/PhoneNum03076345566
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0415 W 17TH STREET SUITE 140
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHEYENNE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd082001
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt010268481
IRS990/CashNonInterestBearingGrp/EOYAmt011691540
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02039312
IRS990/CYOtherExpensesAmt0100443000
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0107029149
IRS990/CYRevenuesLessExpensesAmt08625461
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0100443000
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0109068461
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01575598
IRS990/DeferredRevenueGrp/EOYAmt0968855
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE MEDICAL, DENTAL, LIFE & LONG-TERM DISABILITY COVERAGE FOR WYOMING EDUCATORS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt031258
IRS990/FeesForServicesLobbyingGrp/TotalAmt020000
IRS990/FeesForServicesOtherGrp/TotalAmt0204592
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt131881
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1055675
IRS990/Form990PartVIISectionAGrp/PersonNm0GRADY HUTCHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY VETTER
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANA CLAPP
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD LUCHSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4CODY SINCLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ED GOETZ
IRS990/Form990PartVIISectionAGrp/PersonNm7BRAD CUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER DOKE
IRS990/Form990PartVIISectionAGrp/PersonNm9KIM AMEN
IRS990/Form990PartVIISectionAGrp/PersonNm10RON SNIFFIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1116259
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10125731
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01051301
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04865884
IRS990/GrossReceiptsAmt0112883044
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt024019
IRS990/InvestmentIncomeGrp/ExclusionAmt0988011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0988011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt035353678
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt045030833
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03814583
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST OFFERS HIGH QUALITY GROUP BENEFIT PROGRAMS FOR SCHOOL DISTRICTS, EDUCATION ORGANIZATIONS, AND GOVERNMENTAL AGENCIES, INCLUDING THEIR RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036022107
IRS990/NetAssetsOrFundBalancesEOYAmt045380987
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01051301
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01051301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0733419
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/TotalAmt06408
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS PAID
IRS990/OtherExpensesGrp/Desc1THIRD-PARTY ADMINISTRAT
IRS990/OtherExpensesGrp/Desc2INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc3INCREASE IN ESTIMATED C
IRS990/OtherExpensesGrp/TotalAmt091473827
IRS990/OtherExpensesGrp/TotalAmt13552901
IRS990/OtherExpensesGrp/TotalAmt23501129
IRS990/OtherExpensesGrp/TotalAmt31400000
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0174799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151690
IRS990/PrincipalOfficerNm0Kathy Vetter
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106900175
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106900175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128974
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0618158
IRS990/PYOtherExpensesAmt093299814
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt099144203
IRS990/PYRevenuesLessExpensesAmt06462547
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt093299814
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt099762361
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt08625461
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0100443000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0733419
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt045030833
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REGISTERED INVESTMENT COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0733419
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0109068461
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt045030833
IRS990ScheduleD/TotalExpensesPerForm990Amt0100443000
IRS990ScheduleD/TotalRevenuePerForm990Amt0109068461
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0109801880
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0100443000
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0125731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt055675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RON SNIFFIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0181406
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WYOMING EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WEA POLITICAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0830168105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1830261396
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EXPANDING RIGHTS & FURTHERING INTEREST OF EDUCATION PERSONNEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOBBYING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0115 EAST 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1115 EAST 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHEYENNE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CHEYENNE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd082001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd182001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1271962
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt218285
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WYOMING EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WYOMING EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WYOMING EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054499447
IRS990/TotalAssetsEOYAmt063661477
IRS990/TotalAssetsGrp/BOYAmt054499447
IRS990/TotalAssetsGrp/EOYAmt063661477
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100443000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018477340
IRS990/TotalLiabilitiesEOYAmt018280490
IRS990/TotalLiabilitiesGrp/BOYAmt018477340
IRS990/TotalLiabilitiesGrp/EOYAmt018280490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036022107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045380987
IRS990/TotalOtherCompensationAmt087556
IRS990/TotalProgramServiceRevenueAmt0107029149
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02039312
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107029149
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109068461
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054499447
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063661477
IRS990/TotReportableCompRltdOrgAmt0241990
IRS990/TravelGrp/TotalAmt020849
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036022107
IRS990/UnrestrictedNetAssetsGrp/EOYAmt045380987
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 West 17th Street
IRS990/USAddress/CityNm0Cheyenne
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd082001
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.wyoea.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Vetter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03076347991
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-21

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$63,661,477
Liabilities
$18,280,490
Net assets
$45,380,987
Revenue
$109,068,461
Expenses
$100,443,000
Net income
$8,625,461
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