Civic Intelligence

Essential Power LLC Veba Health Savings Trust

990 • Fiscal year 2022 • EIN 82-1153154

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 13, 2023

Organization ProfileN/A
13860 Ballantyne Corp Pl 300Charlotte, NC 28277

(704) 672-2706

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$1,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2022

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

14%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$730,154

Down $142,061 (-16%) from 2021

Net Assets

Down

$730,154

Down $142,061 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin13th percentile

Revenue

Up

$75,540

Up $9,147 (+14%) from 2021

Expenses

Down

$113,774

Down $50,636 (-31%) from 2021

Net Income

Up

-$38,234

Up $59,783 (+61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0M$500K$0Assets 2020: $932,032Liabilities 2020: $0Net Assets 2020: $932,0322020Assets 2021: $872,215Liabilities 2021: $0Net Assets 2021: $872,2152021Assets 2022: $730,154Liabilities 2022: $0Net Assets 2022: $730,1542022Assets 2023: $669,694Liabilities 2023: $0Net Assets 2023: $669,6942023Assets 2024: $662,787Liabilities 2024: $0Net Assets 2024: $662,7872024

Highlighted filing

2022

Assets$730,154
Liabilities$0
Net Assets$730,154
Open 2022 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KRevenue 2020: $42,239Expenses 2020: $62,989Net Income 2020: -$20,7502020Revenue 2021: $66,393Expenses 2021: $164,410Net Income 2021: -$98,0172021Revenue 2022: $75,540Expenses 2022: $113,774Net Income 2022: -$38,2342022Revenue 2023: $31,465Expenses 2023: $122,836Net Income 2023: -$91,3712023Revenue 2024: $22,200Expenses 2024: $58,833Net Income 2024: -$36,6332024

Highlighted filing

2022

Revenue$75,540
Expenses$113,774
Net Income-$38,234
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$145,151
Mission and Program Overview

Mission

To fund reimbursement of medical expense under a health reimbursement arrangement

To fund reimbursement of medical expenses under a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$950,404$950,404→ $0
Investments in Publicly Traded Securities$539,238$406,659▼ $132,579
Savings and Temporary Cash Investments$332,901$323,495▼ $9,406
Cash and Non-Interest-Bearing Accounts$76$0▼ $76
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-78,189$-220,250▼ $142,061
Total Assets$872,215$730,154▼ $142,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$872,215$730,154▼ $142,061
Total Liabilities and Net Assets / Fund Balance$872,215$730,154▼ $142,061
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleOtherTotal
-Trustee$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,699
Investment Income
$45,024
Other Revenue
$28,817
Change in Net Assets
$-38,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,861
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---$105,913
Other Expenses---$4,069
Fees for Services Other---$3,792
Total Functional Expenses$0$0$0$113,774
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

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

“No meetings were held during the year.”

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

“No meetings were held during the year.”

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

“Management reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Form 990, Part VI, Section A, Line 9

“Trustee: charles schwab bank, 211 main street, 14th floor, san francisco ca 94105”

Filing and Contact Details

Filer

Filer Name
Essential Power LLC Veba
EIN
82-1153154
Phone
7046722706
Address
13860 BALLANTYNE CORP PL 300, CHARLOTTE, NC 28277

Signing Officer

Name
George Knapp
Title
SVP/general Counsel
Phone
7046722706
Signed
2023-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Schwab Bank
Formed
2016
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Greerwalker Llp
Address
227 WEST TRADE ST SUITE 1100, CHARLOTTE, NC 28202
Preparer
Paula P Tilley
Phone
7043770239
Raw XML Appendix289 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0105913
IRS990/BooksInCareOfDetail/PersonNm0NANETTE DAVIS
IRS990/BooksInCareOfDetail/PhoneNum07046722706
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt013860 BALLANTYNE CORP PL NO 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028277
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0950404
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0950404
IRS990/CashNonInterestBearingGrp/BOYAmt076
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0105913
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt045024
IRS990/CYOtherExpensesAmt07861
IRS990/CYOtherRevenueAmt028817
IRS990/CYProgramServiceRevenueAmt01699
IRS990/CYRevenuesLessExpensesAmt0-38234
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0113774
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt075540
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 5 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $270,017.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt03792
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0CHARLES SCHWAB BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05497
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075108
IRS990/GrossReceiptsAmt0145151
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt039527
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039527
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0539238
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0406659
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt069611
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSE UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0872215
IRS990/NetAssetsOrFundBalancesEOYAmt0730154
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05497
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-103827
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt04069
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE TRANSFER OF A
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0572
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt028245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1572
IRS990/OtherRevenueTotalAmt028817
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES SCHWAB BANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01699
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0155460
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066393
IRS990/PYOtherExpensesAmt08950
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-98017
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0164410
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt066393
IRS990/ReconcilationRevenueExpnssAmt0-38234
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-78189
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-220250
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0332901
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0323495
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MEETINGS WERE HELD DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MEETINGS WERE HELD DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEE: CHARLES SCHWAB BANK, 211 MAIN STREET, 14TH FLOOR, SAN FRANCISCO CA 94105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0POWER ASSET MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0COGENTRIX NAUTILUS HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt013860 BALLANTYNE CORPORATE PLACE SU
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CHARLOTTE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd028277
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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/TotalAssetsBOYAmt0872215
IRS990/TotalAssetsEOYAmt0730154
IRS990/TotalAssetsGrp/BOYAmt0872215
IRS990/TotalAssetsGrp/EOYAmt0730154
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0872215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0730154
IRS990/TotalOtherCompensationAmt01000
IRS990/TotalProgramServiceRevenueAmt01699
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045596
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075540
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0872215
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0730154
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 MAIN ST 14TH FL
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE KNAPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP/GENERAL COUNSEL
ReturnHeader/BusinessOfficerGrp/PhoneNum07046722706
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESSENTIAL POWER LLC VEBA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH SAVINGS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ESSE
ReturnHeader/Filer/EIN0821153154
ReturnHeader/Filer/PhoneNum07046722706
ReturnHeader/Filer/USAddress/AddressLine1Txt013860 BALLANTYNE CORP PL 300
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028277
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561434747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREERWALKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE ST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043770239
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA P TILLEY
ReturnHeader/ReturnTs02023-09-14T09:14:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNAPP
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$730,154
Liabilities
$0
Net assets
$730,154
Revenue
$75,540
Expenses
$113,774
Net income
-$38,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.00$6.63$0.22$0.59$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.00$6.70$0.31$1.23$0.91
2022Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.76$1.14$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$0.00$8.72$0.66$1.64$0.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.00$9.32$0.42$0.63$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)9 • $500k-$1M nonprofits