Civic Intelligence

Matheny Veba Plan and Trust

990 • Fiscal year 2019 • EIN 83-0699401

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 04, 2021

Organization ProfileN/A
65 Highland AvePeapack, NJ 07977

(908) 234-0011

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.00x

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

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$2,740

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Asset Growth

6th percentile

-41%

Faster asset growth than 6% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$556,580

Down $394,637 (-41%) from 2018

Net Assets

Down

$556,580

Down $394,637 (-41%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin25th percentile

Revenue

Up

$4,812,760

Up $1,904,486 (+65%) from 2018

Expenses

Up

$5,207,397

Up $3,250,340 (+166%) from 2018

Net Income

Down

-$394,637

Down $1,345,854 (-141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.0M$500K$0Assets 2018: $951,217Liabilities 2018: $0Net Assets 2018: $951,2172018Assets 2019: $556,580Liabilities 2019: $0Net Assets 2019: $556,5802019Assets 2020: $256,938Liabilities 2020: $0Net Assets 2020: $256,9382020Assets 2021: $394,593Liabilities 2021: $0Net Assets 2021: $394,5932021Assets 2022: $161,389Liabilities 2022: $0Net Assets 2022: $161,3892022Assets 2023: $51,667Liabilities 2023: $0Net Assets 2023: $51,6672023Assets 2024: $26,574Liabilities 2024: $0Net Assets 2024: $26,5742024

Highlighted filing

2019

Assets$556,580
Liabilities$0
Net Assets$556,580
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $2,908,274Expenses 2018: $1,957,057Net Income 2018: $951,2172018Revenue 2019: $4,812,760Expenses 2019: $5,207,397Net Income 2019: -$394,6372019Revenue 2020: $5,202,074Expenses 2020: $5,501,716Net Income 2020: -$299,6422020Revenue 2021: $5,378,136Expenses 2021: $5,240,481Net Income 2021: $137,6552021Revenue 2022: $5,628,274Expenses 2022: $5,861,478Net Income 2022: -$233,2042022Revenue 2023: $6,374,589Expenses 2023: $6,484,311Net Income 2023: -$109,7222023Revenue 2024: $6,059,911Expenses 2024: $6,085,004Net Income 2024: -$25,0932024

Highlighted filing

2019

Revenue$4,812,760
Expenses$5,207,397
Net Income-$394,637
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 4, 2021
Return Version
2019v5.2
Gross Receipts
$4,812,760
Mission and Program Overview

Mission

The plan sponsor's purpose in establishing the plan is to protect eligible employees and their dependents against certain health expenses and to help defray the financial effects arising from injury or sickness. To accomplish this purpose, the plan sponsor must be mindful of the need to control and minimize health care costs through innovative and efficient plan design and cost containment provisions, and of abiding by the terms of the plan document, to allow the plan sponsor to effectively assign the resources available to help participants in the plan to the maximum feasible extent.

To protect eligible employees and their dependents against certain health expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$951,217$556,580▼ $394,637
Rtn Earn Endowment Incm Other Fnds$951,217$556,580▼ $394,637
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$951,217$556,580▼ $394,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$951,217$556,580▼ $394,637
Total Liabilities and Net Assets / Fund Balance$951,217$556,580▼ $394,637
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$2,740$2,740
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,800,000
Investment Income
$12,760
Other Revenue
$0
Change in Net Assets
$-394,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,093,020
Salaries, Compensation, and Employee Benefits$2,740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,111,637
Other Expenses---$1,093,020
Current Officers, Directors, Trustees, and Key Employees---$2,740
Total Functional Expenses$0$0$0$5,207,397
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
Annual disclosure for covered persons
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, Part VI, Section A, Line 8B

“The board currently does not have any committees, therefore, no minutes were prepared.”

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

“The board reviews the tax return prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest disclosure statement is completed annually by all matheny board of trustees, officers, and key employees as well as any identified staff. The corporate compliance officer is responsible for monitoring this process. A committee consisting of the vp's of finance, hr, operations, patient care, safety and the compliance officer reviews and addresses any potential conflicts of interest identified. The committee shall make a recommendation to the president or his/her designee regarding appropriate steps to be taken to eliminate the potential effect of the conflict of interest on independence of judgment or patient safety and quality of patient care. The president or his/her designee shall evaluate the committee's recommendation and shall direct the steps necessary. The committee keeps written minutes of their meetings which include identified conflicts, the nature of the conflict, the content of the discussion, and the necessary actions to be taken.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Matheny Veba Plan and Trust
EIN
83-0699401
Phone
9082340011
Address
65 HIGHLAND AVE, PEAPACK, NJ 07977

Signing Officer

Name
Kendell R Sprott Md Jd
Title
President/CEO
Phone
9082340011
Signed
2021-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kendell R Sprott Md Jd
Formed
2018
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix261 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/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt04111637
IRS990/BooksInCareOfDetail/PersonNm0KATHLEEN F POWERS
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IRS990/InvestmentIncomeGrp/ExclusionAmt012760
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0THE PLAN SPONSOR'S PURPOSE IN ESTABLISHING THE PLAN IS TO PROTECT ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AGAINST CERTAIN HEALTH EXPENSES AND TO HELP DEFRAY THE FINANCIAL EFFECTS ARISING FROM INJURY OR SICKNESS. TO ACCOMPLISH THIS PURPOSE, THE PLAN SPONSOR MUST BE MINDFUL OF THE NEED TO CONTROL AND MINIMIZE HEALTH CARE COSTS THROUGH INNOVATIVE AND EFFICIENT PLAN DESIGN AND COST CONTAINMENT PROVISIONS, AND OF ABIDING BY THE TERMS OF THE PLAN DOCUMENT, TO ALLOW THE PLAN SPONSOR TO EFFECTIVELY ASSIGN THE RESOURCES AVAILABLE TO HELP PARTICIPANTS IN THE PLAN TO THE MAXIMUM FEASIBLE EXTENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0951217
IRS990/NetAssetsOrFundBalancesEOYAmt0556580
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IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE, NO MINUTES WERE PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE TAX RETURN PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED ANNUALLY BY ALL MATHENY BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES AS WELL AS ANY IDENTIFIED STAFF. THE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR MONITORING THIS PROCESS. A COMMITTEE CONSISTING OF THE VP'S OF FINANCE, HR, OPERATIONS, PATIENT CARE, SAFETY AND THE COMPLIANCE OFFICER REVIEWS AND ADDRESSES ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED. THE COMMITTEE SHALL MAKE A RECOMMENDATION TO THE PRESIDENT OR HIS/HER DESIGNEE REGARDING APPROPRIATE STEPS TO BE TAKEN TO ELIMINATE THE POTENTIAL EFFECT OF THE CONFLICT OF INTEREST ON INDEPENDENCE OF JUDGMENT OR PATIENT SAFETY AND QUALITY OF PATIENT CARE. THE PRESIDENT OR HIS/HER DESIGNEE SHALL EVALUATE THE COMMITTEE'S RECOMMENDATION AND SHALL DIRECT THE STEPS NECESSARY. THE COMMITTEE KEEPS WRITTEN MINUTES OF THEIR MEETINGS WHICH INCLUDE IDENTIFIED CONFLICTS, THE NATURE OF THE CONFLICT, THE CONTENT OF THE DISCUSSION, AND THE NECESSARY ACTIONS TO BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0THIS RETURN IS BEING FILED LATE BECAUSE IT WAS DISCOVERED AFTER THE INITIAL DUE DATE THAT A FORM 990 WOULD NEED TO BE FILED. THE ORGANIZATION WAS RECENTLY ESTABLISHED AND DID NOT KNOW THAT THEY HAD A FILING REQUIREMENT. THE TAXPAYER UNDERSTANDS THE IMPORTANCE OF TIMELY FILING ITS RETURN AND WOULD HAVE TIMELY FILED A RETURN HAD IT REALIZED A FORM 990 WOULD HAVE BEEN NEEDED. GIVEN THESE CIRCUMSTANCES, WE RESPECTFULLY REQUEST THAT ANY POTENTIAL LATE FILING PENALITIES BE WAIVED DUE TO REASONABLE CAUSE.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDELL R SPROTT MD JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09082340011
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATHENY VEBA PLAN AND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0830699401
ReturnHeader/Filer/PhoneNum09082340011
ReturnHeader/Filer/USAddress/AddressLine1Txt065 HIGHLAND AVE
ReturnHeader/Filer/USAddress/CityNm0PEAPACK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007977
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/ReturnTs02021-02-08T12:08:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,580
Liabilities
$0
Net assets
$556,580
Revenue
$4,812,760
Expenses
$5,207,397
Net income
-$394,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$6.06$6.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$6.37$6.48$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$5.63$5.86$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$5.38$5.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$5.20$5.50$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$4.81$5.21$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.91$1.96$0.95