Civic Intelligence

Hp Inc Retirement Medical Savings Account Trust

990 • Fiscal year 2022 • EIN 76-0561275

Nov 01, 2021 to Oct 31, 2022 • Filed on Jul 03, 2023

Organization Profile
10300 Energy DriveSpring, TX 77389

(800) 457-4015

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$6,324

Higher top officer pay than 45% of similar nonprofits.

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

72nd percentile

0.9%

Faster asset growth than 72% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

27%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$58,766,296

Up $545,844 (+0.9%) from 2021

Net Assets

Up

$58,552,873

Up $546,756 (+0.9%) from 2021

Liabilities

Down

$213,423

Down $912 (-0.4%) from 2021

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin86th percentile

Revenue

Up

$5,010,587

Up $1,064,355 (+27%) from 2021

Expenses

Down

$3,013,489

Down $284,227 (-8.6%) from 2021

Net Income

Up

$1,997,098

Up $1,348,582 (+208%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2022

Assets$58,766,296
Liabilities$213,423
Net Assets$58,552,873
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$5,010,587
Expenses$3,013,489
Net Income$1,997,098
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Jul 3, 2023
Return Version
2021v4.0
Gross Receipts
$5,010,587
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$58,083,613$58,575,066▲ $491,453
Rtn Earn Endowment Incm Other Fnds$58,006,117$58,552,873▲ $546,756
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,220,452$58,766,296▲ $545,844
Other Assets Total$136,839$191,230▲ $54,391
Liabilities
Accounts Payable and Accrued Expenses$214,335$213,423▼ $912
Total Liabilities$214,335$213,423▼ $912
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,006,117$58,552,873▲ $546,756
Total Liabilities and Net Assets / Fund Balance$58,220,452$58,766,296▲ $545,844
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Elaine BeddomeTrustee$6,324$6,324

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
$4,268,276
Investment Income
$742,311
Other Revenue
$0
Change in Net Assets
$1,997,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,010,587
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$5,010,587
Total Revenue per Form 990
$5,010,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,079
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---$2,872,410
Fees for Services Accounting---$96,032
Fees for Services Other---$45,047
Total Functional Expenses$0$0$0$3,013,489

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,463,831
Expenses per Audited Statements$3,013,489
Total Expenses per Form 990$3,013,489
Expenses Not Reported on Form 990$1,450,342
Expenses Not Reported on Financial Statements$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
8004574015
Address
10300 Energy Drive, Spring, TX 77389

Signing Officer

Name
Srivatsan Iyer
Title
Director CFR - Corp Accounting
Phone
8004574015
Signed
2023-07-03
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 St, Suite 2 268, Nipomo, CA 93444
Preparer
Amelia Boyd CPA
Phone
8059295881
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XII, Line 2D

“Net unrealized gains and losses on investments”

Raw XML Appendix353 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/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058220452
IRS990/TotalAssetsEOYAmt058766296
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03013489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0214335
IRS990/TotalLiabilitiesEOYAmt0213423
IRS990/TotalLiabilitiesGrp/BOYAmt0214335
IRS990/TotalLiabilitiesGrp/EOYAmt0213423
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058006117
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058552873
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IRS990/TotalReportableCompFromOrgAmt06324
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04268276
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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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Srivatsan Iyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director CFR - Corp Accounting
ReturnHeader/BusinessOfficerGrp/PhoneNum08004574015
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HP INC RMSA TR
ReturnHeader/Filer/BusinessNameControlTxt0HPIN
ReturnHeader/Filer/EIN0760561275
ReturnHeader/Filer/PhoneNum08004574015
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 St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 2 268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nipomo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093444
ReturnHeader/PreparerPersonGrp/PhoneNum08059295881
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amelia Boyd CPA
ReturnHeader/ReturnTs02023-06-30T16:19:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,766,296
Liabilities
$213,423
Net assets
$58,552,873
Revenue
$5,010,587
Expenses
$3,013,489
Net income
$1,997,098
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
2022Detailed filing. Detailed filing data is available for this year.$58.8$0.21$58.6$5.01$3.01$2.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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