Civic Intelligence

Blue Envelope Health Fund Inc.

990 • Fiscal year 2017 • EIN 83-6006173

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

PO Box 2177Casper, WY 82602

(307) 237-8649

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

59th percentile

6.4%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,163,796

Up $130,353 (+6.4%) from 2016

Net Assets

Up

$2,163,796

Up $130,353 (+6.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$360,862

Up $103,635 (+40%) from 2016

Expenses

Down

$185,021

Down $58,775 (-24%) from 2016

Net Income

Up

$175,841

Up $162,410 (+1209%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,531,047Liabilities 2010: $0Net Assets 2010: $1,531,0472010Assets 2011: $1,539,716Liabilities 2011: $0Net Assets 2011: $1,539,7162011Assets 2012: $2,200,553Liabilities 2012: $0Net Assets 2012: $2,200,5532012Assets 2013: $2,332,048Liabilities 2013: $0Net Assets 2013: $2,332,0482013Assets 2014: $2,168,359Liabilities 2014: $0Net Assets 2014: $2,168,3592014Assets 2015: $2,056,831Liabilities 2015: $0Net Assets 2015: $2,056,8312015Assets 2016: $2,033,443Liabilities 2016: $0Net Assets 2016: $2,033,4432016Assets 2017: $2,163,796Liabilities 2017: $0Net Assets 2017: $2,163,7962017Assets 2018: $1,977,916Liabilities 2018: $0Net Assets 2018: $1,977,9162018Assets 2019: $2,225,280Liabilities 2019: $0Net Assets 2019: $2,225,2802019Assets 2020: $2,521,767Liabilities 2020: $0Net Assets 2020: $2,521,7672020Assets 2021: $2,858,820Liabilities 2021: $0Net Assets 2021: $2,858,8202021Assets 2022: $2,319,869Liabilities 2022: $0Net Assets 2022: $2,319,8692022Assets 2023: $2,490,372Liabilities 2023: $0Net Assets 2023: $2,490,3722023

Highlighted filing

2017

Assets$2,163,796
Liabilities$0
Net Assets$2,163,796

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $222,1402010Revenue 2011: $271,509Expenses 2011: $191,818Net Income 2011: $79,6912011Expenses 2012: $273,1462012Revenue 2013: $179,187Expenses 2013: $320,425Net Income 2013: -$141,2382013Revenue 2014: $247,394Expenses 2014: $352,727Net Income 2014: -$105,3332014Revenue 2015: $170,691Expenses 2015: $168,903Net Income 2015: $1,7882015Revenue 2016: $257,227Expenses 2016: $243,796Net Income 2016: $13,4312016Revenue 2017: $360,862Expenses 2017: $185,021Net Income 2017: $175,8412017Revenue 2018: $111,357Expenses 2018: $143,299Net Income 2018: -$31,9422018Revenue 2019: $232,113Expenses 2019: $261,864Net Income 2019: -$29,7512019Revenue 2020: $245,429Expenses 2020: $147,747Net Income 2020: $97,6822020Revenue 2021: $455,819Expenses 2021: $195,749Net Income 2021: $260,0702021Revenue 2022: $111,668Expenses 2022: $216,480Net Income 2022: -$104,8122022Revenue 2023: $59,443Expenses 2023: $272,817Net Income 2023: -$213,3742023

Highlighted filing

2017

Revenue$360,862
Expenses$185,021
Net Income$175,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$360,862
Mission and Program Overview

Mission

Financial Medical Assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,589,947$2,143,840▲ $553,893
Savings and Temporary Cash Investments$443,496$15,516▼ $427,980
Cash and Non-Interest-Bearing Accounts-$4,440-
Total Assets$2,033,443$2,163,796▲ $130,353
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,021,397$2,146,305▲ $124,908
Temporarily Rstr Net Assets$12,046$17,491▲ $5,445
Total Net Assets Fund Balance$2,033,443$2,163,796▲ $130,353
Total Liabilities and Net Assets / Fund Balance$2,033,443$2,163,796▲ $130,353
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen FarmerPast President
Ken MorsePresident
Sue HoagVice President
Audrey GrayDirector
DEBORAH O'BRIENDirector
Darin PeppleDirector
Elaine HoughDirector
Jerod LevinDirector
John MastersonDirector
Kevyn MorgareidgeDirector
Lorraine HeideDirector
Mark BowerDirector
Nadia FriesDirector
RYEA O'NEILLDirector
Ruby ZiehlDirector
Val LathropDirector
Victoria ZitonDirector
Judy AureliusParliamentarian
Rita WalshSecretary
Deanna PickeringTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,634
Program Service Revenue
$0
Investment Income
$303,109
Other Revenue
$14,119
All Other Contributions
$43,634
Change in Net Assets
$175,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$166,942
Other Expenses$18,079
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,167--$161,167
Fees for Service Investment Mgmnt Fees-$9,989-$9,989
Grants to Domestic Individuals$5,775--$5,775
Insurance-$1,722-$1,722
Other Expenses-$290-$290
All Other Expenses-$51-$51
Total Functional Expenses$166,942$18,079$0$185,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Wyoming Counseling CenterCasper, WY501(c)(3)Assist With Program Expenses$31,199
Mills Fire DepartmentMills, WY501(c)(3)Stryker Cot$24,018
Reveille RotaryCasper, WY-Smoke Detector Program Assistance$17,000
Youth Crisis CenterCasper, WY-Operating Expenses and After Care Program$15,000
Wyoming Medical Center FoundationCasper, WY-Supplies and Emergency Room Construction Assistance$13,648
Iris Club HouseCasper, WY501(c)(3)Mental Health Rehab Center Assistance$10,000
Evansville Fire DepartmentEvansville, WY501(c)(3)Water Rescue Suits and Life Vests$6,760
Natrona County LibraryCasper, WY501(c)(3)4 Automated External Defibrillators and Supplies$5,356
Camp HopeCasper, WY501(c)(3)Summer Diabetes Camp$5,000
Central Wyoming HospiceCasper, WY501(c)(3)Roof Repairs$5,000
Nicolaysen Art MuseumCasper, WY501(c)(3)Supplies for Va Art Project$5,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Blue Envelope Health Fund
EIN
83-6006173
Phone
3072378649
Address
PO BOX 2177, CASPER, WY 82602

Signing Officer

Name
Deanna Pickering
Title
Treasurer
Phone
3073336977
Signed
2018-08-23

Organization Details

Principal Officer
Deanna Pickering
Formed
1954
Legal Domicile
Wy
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
30
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PARLIAMENTARIAN
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041549
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01589947
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02143840
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FINANCIAL MEDICAL ASSISTANCE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02033443
IRS990/NetAssetsOrFundBalancesEOYAmt02163796
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0261560
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0261560
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-45488
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01628
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc1BLOOD DRAW EXPENSE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3WEB SITE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02985
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12612
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2430
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3290
IRS990/OtherExpensesGrp/TotalAmt02985
IRS990/OtherExpensesGrp/TotalAmt12612
IRS990/OtherExpensesGrp/TotalAmt2430
IRS990/OtherExpensesGrp/TotalAmt3290
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEANNA PICKERING
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt091786
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0214209
IRS990/PYInvestmentIncomeAmt0165441
IRS990/PYOtherExpensesAmt029587
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt013431
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0243796
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0257227
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0175841
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02119
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0443496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015516
IRS990ScheduleA/HospitalInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05775
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PATIENT ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
IRS990ScheduleI/RecipientTable/CashGrantAmt031199
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt36760
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt524018
IRS990ScheduleI/RecipientTable/CashGrantAmt65356
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt817000
IRS990ScheduleI/RecipientTable/CashGrantAmt913648
IRS990ScheduleI/RecipientTable/CashGrantAmt1015000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST WITH PROGRAM EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUMMER DIABETES CAMP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ROOF REPAIRS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3WATER RESCUE SUITS AND LIFE VESTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4MENTAL HEALTH REHAB CENTER ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5STRYKER COT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt64 AUTOMATED EXTERNAL DEFIBRILLATORS AND SUPPLIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SUPPLIES FOR VA ART PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SMOKE DETECTOR PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SUPPLIES AND EMERGENCY ROOM CONSTRUCTION ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10OPERATING EXPENSES AND AFTER CARE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTRAL WYOMING COUNSELING CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAMP HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CENTRAL WYOMING HOSPICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3EVANSVILLE FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4IRIS CLUB HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MILLS FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NATRONA COUNTY LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NICOLAYSEN ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8REVEILLE ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9WYOMING MEDICAL CENTER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10YOUTH CRISIS CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0830186967
IRS990ScheduleI/RecipientTable/RecipientEIN1830322643
IRS990ScheduleI/RecipientTable/RecipientEIN2830249753
IRS990ScheduleI/RecipientTable/RecipientEIN3814865384
IRS990ScheduleI/RecipientTable/RecipientEIN4237248551
IRS990ScheduleI/RecipientTable/RecipientEIN5830230592
IRS990ScheduleI/RecipientTable/RecipientEIN6830230808
IRS990ScheduleI/RecipientTable/RecipientEIN7830270428
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01430 WILKINS CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13920 W 45TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2319 S WILSON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3P O BOX 158
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4615 S DAVID
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5300 LAKEVIEW DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6307 E 2ND ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7400 E COLLINS DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81831 E 4TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91233 E SECOND ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101656 EAST 12TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CASPER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.06$0.27$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.11$0.22$0.10
2021Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.46$0.20$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.25$0.15$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.23$0.26$0.03
2018Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.36$0.19$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.26$0.24$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.17$0.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.25$0.35$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.18$0.32$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$0.27
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.27$0.19$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.22