Civic Intelligence

Pennzoil Quaker State Ee Health

EIN 76-0634930 • 501(c)9 • Phoenix, AZ

Profile

To provide healthcare benefits to association members or designated beneficiaries as defined in irc section 419

PO Box 53456 Mac S4101-22gPhoenix, AZ 85072

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

32nd percentile

-1.4%

Higher net margin than 32% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$6,065

Higher top officer pay than 60% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

21st percentile

-10%

Faster asset growth than 21% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$648,609

Down $75,012 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$648,609

Down $75,012 (-10%) from 2022

Operations
Liabilities / Revenue38th percentileNet Margin32nd percentile

Revenue

Up

$5,525,056

Up $786,656 (+17%) from 2022

Expenses

Up

$5,600,068

Up $974,933 (+21%) from 2022

Net Income

Down

-$75,012

Down $188,277 (-166%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,085,634Liabilities 2010: $100,393Net Assets 2010: $985,2412010Assets 2011: $1,070,431Liabilities 2011: $56,055Net Assets 2011: $1,014,3762011Assets 2012: $953,049Liabilities 2012: $51,623Net Assets 2012: $901,4262012Assets 2013: $1,374,160Liabilities 2013: $48,841Net Assets 2013: $1,325,3192013Assets 2014: $882,295Liabilities 2014: $46,786Net Assets 2014: $835,5092014Assets 2015: $825,252Liabilities 2015: $11Net Assets 2015: $825,2632015Assets 2016: $852,360Liabilities 2016: $192,882Net Assets 2016: $659,4782016Assets 2017: $834,706Liabilities 2017: $180,409Net Assets 2017: $654,2972017Assets 2018: $571,905Liabilities 2018: $180,536Net Assets 2018: $391,3692018Assets 2019: $345,514Liabilities 2019: $158,972Net Assets 2019: $186,5422019Assets 2020: $605,605Liabilities 2020: $83,699Net Assets 2020: $521,9062020Assets 2021: $610,355Liabilities 2021: $0Net Assets 2021: $610,3552021Assets 2022: $723,621Liabilities 2022: $0Net Assets 2022: $723,6212022Assets 2023: $648,609Liabilities 2023: $0Net Assets 2023: $648,6092023

Highlighted filing

2023

Assets$648,609
Liabilities$0
Net Assets$648,609
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $13,165,313Expenses 2010: $13,434,385Net Income 2010: -$269,0722010Revenue 2011: $12,276,155Expenses 2011: $12,247,007Net Income 2011: $29,1482011Revenue 2012: $11,206,911Expenses 2012: $11,319,840Net Income 2012: -$112,9292012Revenue 2013: $11,567,428Expenses 2013: $11,143,559Net Income 2013: $423,8692013Revenue 2014: $10,186,070Expenses 2014: $10,675,890Net Income 2014: -$489,8202014Revenue 2015: $10,148,952Expenses 2015: $10,159,198Net Income 2015: -$10,2462015Revenue 2016: $9,526,919Expenses 2016: $9,692,704Net Income 2016: -$165,7852016Revenue 2017: $8,086,307Expenses 2017: $8,091,488Net Income 2017: -$5,1812017Revenue 2018: $7,625,226Expenses 2018: $7,888,154Net Income 2018: -$262,9282018Revenue 2019: $7,742,820Expenses 2019: $7,947,647Net Income 2019: -$204,8272019Revenue 2020: $6,940,448Expenses 2020: $6,605,875Net Income 2020: $334,5732020Revenue 2021: $5,669,225Expenses 2021: $5,664,487Net Income 2021: $4,7382021Revenue 2022: $4,738,400Expenses 2022: $4,625,135Net Income 2022: $113,2652022Revenue 2023: $5,525,056Expenses 2023: $5,600,068Net Income 2023: -$75,0122023

Highlighted filing

2023

Revenue$5,525,056
Expenses$5,600,068
Net Income-$75,012
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,609
Liabilities
$0
Net assets
$648,609
Revenue
$5,525,056
Expenses
$5,600,068
Net income
-$75,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$5.53$5.60$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$4.74$4.63$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$5.67$5.66$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.08$0.52$6.94$6.61$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.16$0.19$7.74$7.95$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.18$0.39$7.63$7.89$0.26
2017Summary only. Only limited summary data is available for this year.$0.83$0.18$0.65$8.09$8.09$0.01
2016Summary only. Only limited summary data is available for this year.$0.85$0.19$0.66$9.53$9.69$0.17
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$10.1$10.2$0.01
2014Summary only. Only limited summary data is available for this year.$0.88$0.05$0.84$10.2$10.7$0.49
2013Summary only. Only limited summary data is available for this year.$1.37$0.05$1.33$11.6$11.1$0.42
2012Summary only. Only limited summary data is available for this year.$0.95$0.05$0.90$11.2$11.3$0.11
2011Summary only. Only limited summary data is available for this year.$1.07$0.06$1.01$12.3$12.2$0.03
2010Summary only. Only limited summary data is available for this year.$1.09$0.10$0.99$13.2$13.4$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$5,525,056
Mission and Program Overview

Mission

To provide healthcare benefits to association members or designated beneficiaries as defined in irc section 419

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$722,150$648,609▼ $73,541
Savings and Temporary Cash Investments$722,150$646,859▼ $75,291
Accounts Receivable$1,471$1,750▲ $279
Rtn Earn Endowment Incm Other Fnds$1,471--
Total Assets$723,621$648,609▼ $75,012
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$723,621$648,609▼ $75,012
Total Liabilities and Net Assets / Fund Balance$723,621$648,609▼ $75,012
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee$6,065$6,065

Board Members and Trustees

NameTitle
Lisa DavisPresident
Stephen J PaulAssistant Secretary
Hector a PinedaAsst. Secretary
Yh AmmermanController
Lynn S BorgemierSecretary
Boudwign EvertsVP CAR Cares
Richard a AltizerVP Fast Tudes
Jan P SteinmetzVP Hr
Kennetta D JosephVP Legal
Richard M OblathVP Portfolio
William C RecordsVP Supply Chain Ops
Robert J SorgeVP Supply Chain Planning
David M RodriguesVP Tax
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,495,838
Investment Income
$27,714
Other Revenue
$1,504
Change in Net Assets
$-75,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,911,641
Salaries, Compensation, and Employee Benefits$6,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,682,362--$3,682,362
Other Expenses$1,851,641--$1,851,641
Fees for Services Accounting$60,000--$60,000
Current Officers, Directors, Trustees, and Key Employees$6,065--$6,065
Total Functional Expenses$5,600,068$0$0$5,600,068
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
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The sole trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policy and enforcement as its trustee”

Form 990, Page 6, Part VI, Line 19

“Documents are not available to the public”

Filing and Contact Details

Filer

Filer Name
Pennzoil Quaker State Ee Health
EIN
76-0634930
Phone
6025620883
Address
PO BOX 53456 MAC S4101-22G, PHOENIX, AZ 85072

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Financial Group
Formed
2002
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990 Part XII

“The organizations financial statements were audited by an independent auditor, however the trustee has not received the audit report as of filing this return. If needed, an amended return will be filed.”

Raw XML Appendix368 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FAST TUDES
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP CAR CARES
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP PORTFOLIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP SUPPLY CHAIN OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP TAX
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP SUPPLY CHAIN PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP HR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT AUDITOR, HOWEVER THE TRUSTEE HAS NOT RECEIVED THE AUDIT REPORT AS OF FILING THIS RETURN. IF NEEDED, AN AMENDED RETURN WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART XII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T12:01:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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