Civic Intelligence

Hp Inc Retirement Medical Savings Account Trust

990 • Fiscal year 2021 • EIN 76-0561275

Nov 01, 2020 to Oct 31, 2021 • Filed on Jul 13, 2022

Organization Profile
10300 Energy DriveSpring, TX 77389

(303) 358-0840

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$6,414

Higher top officer pay than 45% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

23rd percentile

0.0%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-1.2%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$58,220,452

Up $28,855 (+0.0%) from 2020

Net Assets

Up

$58,006,117

Up $131,699 (+0.2%) from 2020

Liabilities

Down

$214,335

Down $102,844 (-32%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin70th percentile

Revenue

Down

$3,946,232

Down $47,290 (-1.2%) from 2020

Expenses

Up

$3,297,716

Up $185,839 (+6.0%) from 2020

Net Income

Down

$648,516

Down $233,129 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$100M$50M$0Assets 2011: $60,060,319Liabilities 2011: $372,831Net Assets 2011: $59,687,4882011Assets 2012: $73,506,883Liabilities 2012: $227,754Net Assets 2012: $73,279,1292012Assets 2013: $78,367,161Liabilities 2013: $384,953Net Assets 2013: $77,982,2082013Assets 2014: $85,976,640Liabilities 2014: $505,328Net Assets 2014: $85,471,3122014Assets 2015: $92,202,600Liabilities 2015: $526,915Net Assets 2015: $91,675,6852015Assets 2016: $53,608,366Liabilities 2016: $366,109Net Assets 2016: $53,242,2572016Assets 2017: $53,995,408Liabilities 2017: $318,894Net Assets 2017: $53,676,5142017Assets 2018: $55,152,671Liabilities 2018: $316,057Net Assets 2018: $54,836,6142018Assets 2019: $56,510,064Liabilities 2019: $92,565Net Assets 2019: $56,417,4992019Assets 2020: $58,191,597Liabilities 2020: $317,179Net Assets 2020: $57,874,4182020Assets 2021: $58,220,452Liabilities 2021: $214,335Net Assets 2021: $58,006,1172021Assets 2022: $58,766,296Liabilities 2022: $213,423Net Assets 2022: $58,552,8732022Assets 2023: $63,113,550Liabilities 2023: $352,334Net Assets 2023: $62,761,2162023Assets 2024: $66,590,800Liabilities 2024: $347,286Net Assets 2024: $66,243,5142024

Highlighted filing

2021

Assets$58,220,452
Liabilities$214,335
Net Assets$58,006,117
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $6,497,9002011Expenses 2012: $8,058,2562012Expenses 2013: $19,228,3922013Revenue 2014: $26,798,896Expenses 2014: $19,605,475Net Income 2014: $7,193,4212014Revenue 2015: $27,927,004Expenses 2015: $18,419,356Net Income 2015: $9,507,6482015Revenue 2016: $6,970,107Expenses 2016: $6,461,464Net Income 2016: $508,6432016Revenue 2017: -$121,718Expenses 2017: $3,189,459Net Income 2017: -$3,311,1772017Revenue 2018: $3,907,366Expenses 2018: $2,819,120Net Income 2018: $1,088,2462018Revenue 2019: $4,744,795Expenses 2019: $2,562,237Net Income 2019: $2,182,5582019Revenue 2020: $3,993,522Expenses 2020: $3,111,877Net Income 2020: $881,6452020Revenue 2021: $3,946,232Expenses 2021: $3,297,716Net Income 2021: $648,5162021Revenue 2022: $5,010,587Expenses 2022: $3,013,489Net Income 2022: $1,997,0982022Revenue 2023: $8,377,668Expenses 2023: $4,169,325Net Income 2023: $4,208,3432023Revenue 2024: $5,763,248Expenses 2024: $4,377,315Net Income 2024: $1,385,9332024

Highlighted filing

2021

Revenue$3,946,232
Expenses$3,297,716
Net Income$648,516
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jul 13, 2022
Return Version
2020v4.0
Gross Receipts
$3,946,232
Mission and Program Overview

Mission

This Voluntary Employee Benefit Association provides for the payment of medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9

This Voluntary Employee Benefit Association (VEBA) provides for the payment of medical or other welfare benefits to its members or designated beneficiaries as defined in IRC Section 501c9

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,090,646$58,083,613▼ $7,033
Rtn Earn Endowment Incm Other Fnds$57,874,418$58,006,117▲ $131,699
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,191,597$58,220,452▲ $28,855
Other Assets Total$100,951$136,839▲ $35,888
Liabilities
Accounts Payable and Accrued Expenses$317,179$214,335▼ $102,844
Total Liabilities$317,179$214,335▼ $102,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,874,418$58,006,117▲ $131,699
Total Liabilities and Net Assets / Fund Balance$58,191,597$58,220,452▲ $28,855
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Elaine BeddomeTrustee$6,414$6,414

Board Members and Trustees

NameTitle
-Global Head of HR
Nicolina MarzicolaGlobal Head of HR
Martin StierGlobal Head of Total Rewards
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,324,599
Investment Income
$621,633
Other Revenue
$0
Change in Net Assets
$648,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,946,232
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-516,817
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,429,415
Total Revenue per Form 990
$3,946,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,259
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
Benefits to Members---$3,158,457
Fees for Services Accounting---$96,891
Fees for Services Other---$42,368
Total Functional Expenses$0$0$0$3,297,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,297,716
Total Expenses per Audited Statements$3,297,716
Total Expenses per Form 990$3,297,716
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body”

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

“A designated individual in the HP Inc Corporation Financial Reporting Group reviews the Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the audited financial statements to the Form 990. As an ERISA plan the designated individual in the HP Inc Corporation Financial Reporting Group also reconciles the Form 990 to Form 5500, Annual Return/Report of Employee Benefit Plan, and all accompanying statements annually. HP Inc. Legal distributes the Form 990 to the HP Inc. Plan Committee for their records before the Form 990 is filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST2 website.”

Form 990, Part VII, Section A, Line 1A

“Committee members do not receive any additional compensation from HP Inc. for serving on the Plan Committee.”

Filing and Contact Details

Filer

Filer Name
Hp Inc Rmsa Tr
EIN
76-0561275
Phone
3033580840
Address
10300 Energy Drive, Spring, TX 77389

Signing Officer

Name
Srivatsan Iyer
Title
Director CFR - Corp Accounting
Phone
3033580840
Signed
2022-07-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Srivatsan Iyer
Formed
2001
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
5500Tax Group Inc
Address
110 S Mary, Suite 2 268, Nipomo, CA 93444
Preparer
Amelia Boyd CPA
Phone
8059295881
Raw XML Appendix349 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees with authority to act on behalf of the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A designated individual in the HP Inc Corporation Financial Reporting Group reviews the Form 990, Return of Organization Exempt from Income Tax, each year prior to filing. The review consists of reconciling the audited financial statements to the Form 990. As an ERISA plan the designated individual in the HP Inc Corporation Financial Reporting Group also reconciles the Form 990 to Form 5500, Annual Return/Report of Employee Benefit Plan, and all accompanying statements annually. HP Inc. Legal distributes the Form 990 to the HP Inc. Plan Committee for their records before the Form 990 is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available upon request. The organization does not have a written conflict of interest policy. Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor's EFAST2 website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committee members do not receive any additional compensation from HP Inc. for serving on the Plan Committee.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII, Section A, Line 1a
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058191597
IRS990/TotalAssetsEOYAmt058220452
IRS990/TotalAssetsGrp/BOYAmt058191597
IRS990/TotalAssetsGrp/EOYAmt058220452
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03297716
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0317179
IRS990/TotalLiabilitiesEOYAmt0214335
IRS990/TotalLiabilitiesGrp/BOYAmt0317179
IRS990/TotalLiabilitiesGrp/EOYAmt0214335
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057874418
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058006117
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt03324599
IRS990/TotalReportableCompFromOrgAmt06414
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03946232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03946232
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058191597
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058220452
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010300 Energy Drive
IRS990/USAddress/CityNm0Spring
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077389
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Form 8868 Application for Extension of time to file an Exempt Organization Return was timely filed
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Srivatsan Iyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director CFR - Corp Accounting
ReturnHeader/BusinessOfficerGrp/PhoneNum03033580840
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HP INC RMSA TR
ReturnHeader/Filer/BusinessNameControlTxt0HPIN
ReturnHeader/Filer/EIN0760561275
ReturnHeader/Filer/PhoneNum03033580840
ReturnHeader/Filer/USAddress/AddressLine1Txt010300 Energy Drive
ReturnHeader/Filer/USAddress/CityNm0Spring
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077389
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202116576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt05500Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 S Mary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 2 268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nipomo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093444
ReturnHeader/PreparerPersonGrp/PhoneNum08059295881
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia Boyd CPA
ReturnHeader/ReturnTs02022-07-12T17:01:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$58,220,452
Liabilities
$214,335
Net assets
$58,006,117
Revenue
$3,946,232
Expenses
$3,297,716
Net income
$648,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.6$0.35$66.2$5.76$4.38$1.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$0.35$62.8$8.38$4.17$4.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$0.21$58.6$5.01$3.01$2.00
2021Detailed filing. Detailed filing data is available for this year.$58.2$0.21$58.0$3.95$3.30$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.2$0.32$57.9$3.99$3.11$0.88
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$0.09$56.4$4.74$2.56$2.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$0.32$54.8$3.91$2.82$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.0$0.32$53.7$0.12$3.19$3.31
2016Detailed filing. Detailed filing data is available for this year.$53.6$0.37$53.2$6.97$6.46$0.51
2015Summary only. Only limited summary data is available for this year.$92.2$0.53$91.7$27.9$18.4$9.51
2014Detailed filing. Detailed filing data is available for this year.$86.0$0.51$85.5$26.8$19.6$7.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.4$0.38$78.0$19.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$0.23$73.3$8.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.1$0.37$59.7$6.50