Civic Intelligence

City of Everett Veba Plan

EIN 83-6346037 • 501(c)9 • Everett, WA

Profile

A voluntary employees' beneficiary association (veba) to fund reimbursement of eligible medical expenses under a health reimbursement arrangement

2930 Wetmore Ave Suite 5-AEverett, WA 98201

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

83rd percentile

48%

Higher net margin than 83% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

8.6%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,533,788

Up $1,115,267 (+33%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$4,533,788

Up $1,115,267 (+33%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin83rd percentile

Revenue

Up

$1,951,607

Up $154,148 (+8.6%) from 2022

Expenses

Up

$1,022,660

Up $289,217 (+39%) from 2022

Net Income

Down

$928,947

Down $135,069 (-13%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $439,024Liabilities 2019: $0Net Assets 2019: $439,0242019Assets 2020: $1,376,138Liabilities 2020: $0Net Assets 2020: $1,376,1382020Assets 2021: $2,429,765Liabilities 2021: $0Net Assets 2021: $2,429,7652021Assets 2022: $3,418,521Liabilities 2022: $0Net Assets 2022: $3,418,5212022Assets 2023: $4,533,788Liabilities 2023: $0Net Assets 2023: $4,533,7882023

Highlighted filing

2023

Assets$4,533,788
Liabilities$0
Net Assets$4,533,788
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2019: $547,774Expenses 2019: $110,766Net Income 2019: $437,0082019Revenue 2020: $1,274,679Expenses 2020: $384,662Net Income 2020: $890,0172020Revenue 2021: $1,623,761Expenses 2021: $641,754Net Income 2021: $982,0072021Revenue 2022: $1,797,459Expenses 2022: $733,443Net Income 2022: $1,064,0162022Revenue 2023: $1,951,607Expenses 2023: $1,022,660Net Income 2023: $928,9472023

Highlighted filing

2023

Revenue$1,951,607
Expenses$1,022,660
Net Income$928,947
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$4,533,788
Liabilities
$0
Net assets
$4,533,788
Revenue
$1,951,607
Expenses
$1,022,660
Net income
$928,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.95$1.02$0.93
2022Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.80$0.73$1.06
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.62$0.64$0.98
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.27$0.38$0.89
2019Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.55$0.11$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$3,169,107
Mission and Program Overview

Mission

A voluntary employees' beneficiary association (VEBA) to fund reimbursement of eligible medical expenses under a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,337,189$4,533,788▲ $1,196,599
Cap Stk Tr Prin Current Funds$3,418,521$4,533,788▲ $1,115,267
Accounts Receivable$81,332$0▼ $81,332
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$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 Other Securities$0$0→ $0
Investments Program Related$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$3,418,521$4,533,788▲ $1,115,267
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$3,418,521$4,533,788▲ $1,115,267
Total Liabilities and Net Assets / Fund Balance$3,418,521$4,533,788▲ $1,115,267
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Hand Benefit Trust CoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,887,871
Investment Income
$63,736
Other Revenue
$0
Change in Net Assets
$928,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,777
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$988,883--$988,883
Fees for Services Other-$18,418-$18,418
Fees for Service Investment Mgmnt Fees-$15,359-$15,359
Total Functional Expenses$988,883$33,777$0$1,022,660
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
Subject to proxy tax
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
Backup withholding compliance
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
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

Part VI, Section A, Line 6

“The participants of the health reimbursement arrangement funded by the organization are members of the organization.”

Part VI, Section A, Line 7 (B)

“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.”

Part VI, Section A, Line 9(A)

“Trustee: hand benefit & trust co., 820 gessner rd., ste. 1250, houston, tx 77024”

Part VI, Section B, Line 11(A)

“The trustee reviews the form 990 based upon financial records for the organization and executes it”

Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
City of Everett VEBA Plan
EIN
83-6346037
In Care Of
% BPAS
Phone
4252578767
Address
2930 Wetmore Ave Suite 5-A, Everett, WA 98201

Signing Officer

Name
Marcy Hammer
Title
HR Director
Phone
4252578767
Signed
2024-11-01

Organization Details

Principal Officer
Hand Benefit Trust Co
Formed
2019
Legal Domicile
Wa
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix331 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/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt036087
IRS990/GainOrLossGrp/SecuritiesAmt036087
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt036087
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IRS990/GrossReceiptsAmt03169107
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt027648
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01217500
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) TO FUND REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2TRUSTEE: HAND BENEFIT & TRUST CO., 820 GESSNER RD., STE. 1250, HOUSTON, TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7 (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 9(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11(A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TotalAssetsEOYAmt04533788
IRS990/TotalAssetsGrp/BOYAmt03418521
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0820 Gessner Rd Suite 1250
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcy Hammer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HR Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04252578767
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0City of Everett VEBA Plan
ReturnHeader/Filer/BusinessNameControlTxt0COEV
ReturnHeader/Filer/EIN0836346037
ReturnHeader/Filer/InCareOfNm0% BPAS
ReturnHeader/Filer/PhoneNum04252578767
ReturnHeader/Filer/USAddress/AddressLine1Txt02930 Wetmore Ave Suite 5-A
ReturnHeader/Filer/USAddress/CityNm0Everett
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-01T11:53:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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