Civic Intelligence

Post Employment Health Plan - Phoenix Az

EIN 81-7113556 • 501(c)9 • Columbus, OH

Profile

The mission of the Trust is to provide a means for public Employers of state and/or local governments (and their political sub-divisions) to address post employment medical expenses. The Trust accumulates Employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

One Nationwide Plaza Suite 5-2-104GColumbus, OH 43215-2220

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

88th percentile

18%

Faster asset growth than 88% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-28%

Faster revenue growth than 5% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$322,413,479

Up $55,029,422 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$322,413,479

Up $55,029,422 (+21%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$28,518,380

Up $10,284,150 (+56%) from 2023

Expenses

Up

$3,989,462

Up $957,658 (+32%) from 2023

Net Income

Up

$24,528,918

Up $9,326,492 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$400M$300M$200M$100M$0Assets 2020: $195,463,572Liabilities 2020: $0Net Assets 2020: $195,463,5722020Assets 2021: $232,734,649Liabilities 2021: $0Net Assets 2021: $232,734,6492021Assets 2022: $222,957,699Liabilities 2022: $0Net Assets 2022: $222,957,6992022Assets 2023: $267,384,057Liabilities 2023: $0Net Assets 2023: $267,384,0572023Assets 2024: $322,413,479Liabilities 2024: $0Net Assets 2024: $322,413,4792024

Highlighted filing

2024

Assets$322,413,479
Liabilities$0
Net Assets$322,413,479
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$30M$20M$10M$0Revenue 2020: $15,932,498Expenses 2020: $1,714,011Net Income 2020: $14,218,4872020Revenue 2021: $16,320,116Expenses 2021: $1,908,145Net Income 2021: $14,411,9712021Revenue 2022: $16,813,330Expenses 2022: $2,403,137Net Income 2022: $14,410,1932022Revenue 2023: $18,234,230Expenses 2023: $3,031,804Net Income 2023: $15,202,4262023Revenue 2024: $28,518,380Expenses 2024: $3,989,462Net Income 2024: $24,528,9182024

Highlighted filing

2024

Revenue$28,518,380
Expenses$3,989,462
Net Income$24,528,918
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$322,413,479
Liabilities
$0
Net assets
$322,413,479
Revenue
$28,518,380
Expenses
$3,989,462
Net income
$24,528,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$0.00$322$28.5$3.99$24.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$267$0.00$267$18.2$3.03$15.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$0.00$223$16.8$2.40$14.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$233$0.00$233$16.3$1.91$14.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$195$0.00$195$15.9$1.71$14.2
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$15,932,498
Mission and Program Overview

Mission

The mission of the trust is to provide a means for public employers of state and/or local governments (and their political sub-divisions) to address post employment medical expenses. The trust accumulates employer contributions for the reimbursement of health insurance and other eligible medical expenses for participants who separate from service from their respective employers.

The mission of the Trust is to provide a means for public sector employees of state &/or local governments (& their political subdivisions) to address post employment medical exp.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$166,024,311$195,463,572▲ $29,439,261
Cap Stk Tr Prin Current Funds$166,024,311$195,463,572▲ $29,439,261
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$166,024,311$195,463,572▲ $29,439,261
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$166,024,311$195,463,572▲ $29,439,261
Total Liabilities and Net Assets / Fund Balance$166,024,311$195,463,572▲ $29,439,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$112,199,370--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Paula MillerChief Trust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,932,498
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$14,218,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$518,592
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$1,195,419--$1,195,419
Fees for Services Management$518,592--$518,592
Total Functional Expenses$1,714,011$0$0$1,714,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI: Line 11B

“Form 990 for combined entities is prepared and reviewed by Nationwide Retirement Solutions, Inc., the third party administrator.”

Part VI: Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Post Employment Health Plan - Phoenix AZ
EIN
81-7113556
In Care Of
% NATIONWIDE RETIREMENT SOLUTI
Address
One Nationwide Plaza Suite 5-2-104G, Columbus, OH 43215-2220

Signing Officer

Name
Paula Miller
Title
Chief Trust Officer
Phone
6144358378
Signed
2021-10-26

Organization Details

Principal Officer
Paula Miller
Formed
2017
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0
Raw XML Appendix312 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
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0One Nationwide Plaza 5-2-104G
IRS990/USAddress/CityNm0Columbus
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0432152220
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06144358378
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Post Employment Health Plan - Phoenix AZ
ReturnHeader/Filer/BusinessNameControlTxt0POST
ReturnHeader/Filer/EIN0817113556
ReturnHeader/Filer/InCareOfNm0% NATIONWIDE RETIREMENT SOLUTI
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Nationwide Plaza Suite 5-2-104G
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432152220
ReturnHeader/ReturnTs02021-11-09T09:32:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paula
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miller
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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