Civic Intelligence

City of Edmonds Veba Trust

EIN 83-6459084 • 501(c)9 • Edmonds, WA

Profile

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

121 Fifth Ave NEdmonds, WA 98020

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 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

75%

Higher net margin than 91% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

92nd percentile

35%

Faster asset growth than 92% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,056,764

Up $272,019 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,056,764

Up $272,019 (+35%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin91st percentile

Revenue

Up

$273,849

Up $29,507 (+12%) from 2023

Expenses

Down

$68,488

Down $18,963 (-22%) from 2023

Net Income

Up

$205,361

Up $48,470 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.5M$1.0M$500K$0Assets 2019: $190,002Liabilities 2019: $0Net Assets 2019: $190,0022019Assets 2020: $236,090Liabilities 2020: $0Net Assets 2020: $236,0902020Assets 2021: $415,803Liabilities 2021: $0Net Assets 2021: $415,8032021Assets 2022: $588,622Liabilities 2022: $0Net Assets 2022: $588,6222022Assets 2023: $784,745Liabilities 2023: $0Net Assets 2023: $784,7452023Assets 2024: $1,056,764Liabilities 2024: $0Net Assets 2024: $1,056,7642024

Highlighted filing

2024

Assets$1,056,764
Liabilities$0
Net Assets$1,056,764
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$300K$200K$100K$0Revenue 2019: $84,131Expenses 2019: $65,710Net Income 2019: $18,4212019Revenue 2020: $72,419Expenses 2020: $34,787Net Income 2020: $37,6322020Revenue 2021: $222,100Expenses 2021: $52,929Net Income 2021: $169,1712021Revenue 2022: $230,028Expenses 2022: $45,872Net Income 2022: $184,1562022Revenue 2023: $244,342Expenses 2023: $87,451Net Income 2023: $156,8912023Revenue 2024: $273,849Expenses 2024: $68,488Net Income 2024: $205,3612024

Highlighted filing

2024

Revenue$273,849
Expenses$68,488
Net Income$205,361
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,056,764
Liabilities
$0
Net assets
$1,056,764
Revenue
$273,849
Expenses
$68,488
Net income
$205,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.27$0.07$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.24$0.09$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.23$0.05$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.22$0.05$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.07$0.03$0.04
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.08$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 12, 2025
Return Version
2024v5.2
Gross Receipts
$500,656
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$784,745$1,056,764▲ $272,019
Investments in Publicly Traded Securities$779,081$1,047,973▲ $268,892
Accounts Receivable$5,664$8,791▲ $3,127
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$784,745$1,056,764▲ $272,019
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$784,745$1,056,764▲ $272,019
Total Liabilities and Net Assets / Fund Balance$784,745$1,056,764▲ $272,019
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
$257,329
Investment Income
$16,520
Other Revenue
$0
Change in Net Assets
$205,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,866
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$60,622--$60,622
Fees for Service Investment Mgmnt Fees-$7,866-$7,866
Total Functional Expenses$60,622$7,866$0$68,488
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 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 it's designee) and the members.”

Part VI, Section B, Line 9A

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

Part VI, Section B, Line 11A

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

Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
City of Edmonds VEBA Trust
EIN
83-6459084
In Care Of
% BPAS
Phone
4257752525
Address
121 Fifth Ave N, Edmonds, WA 98020

Signing Officer

Name
Ludwig Marz
Title
HR Director
Phone
4257752525
Signed
2025-09-12

Organization Details

Principal Officer
Hand Benefit Trust Co
Formed
2018
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.

Path#Value
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingGrossIncomeAmt00
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IRS990/GainOrLossGrp/SecuritiesAmt04485
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04485
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0231292
IRS990/GrossReceiptsAmt0500656
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/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0779081
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IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) TO FUND REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
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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 IT'S DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE: HAND BENEFIT & TRUST CO., GESSNER RD., STE 1250, HOUSTON, TX 77024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED ON FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND THE FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUSTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 9A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TotalAssetsBOYAmt0784745
IRS990/TotalAssetsEOYAmt01056764
IRS990/TotalAssetsGrp/BOYAmt0784745
IRS990/TotalAssetsGrp/EOYAmt01056764
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07866
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060622
IRS990/TotalFunctionalExpensesGrp/TotalAmt068488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0784745
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01056764
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060622
IRS990/TotalProgramServiceRevenueAmt0257329
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016520
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0257329
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273849
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0784745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01056764
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
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
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ludwig Marz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HR Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04257752525
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0City of Edmonds VEBA Trust
ReturnHeader/Filer/BusinessNameControlTxt0CITY
ReturnHeader/Filer/EIN0836459084
ReturnHeader/Filer/InCareOfNm0% BPAS
ReturnHeader/Filer/PhoneNum04257752525
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 Fifth Ave N
ReturnHeader/Filer/USAddress/CityNm0Edmonds
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-09-15T09:21:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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