Civic Intelligence

The Wellbridge Veba Trust

EIN 84-6334312 • 501(c)9 • Greenwood Village, CO

Profile

This trust was established and will be maintained as the separate, voluntary employees beneficiary association, veba, for the sole purpose of providing health and welfare benefits for plan participants.

6140 Greenwood Plaza BlvdGreenwood Village, CO 80111

www.wellbridge.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

29th percentile

-3.5%

Higher net margin than 29% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2021

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 2021

Asset Growth

14th percentile

-100%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $65,143 (-100%) from 2020

Liabilities

Down

$0

Down $14,747 (-100%) from 2020

Net Assets

Down

$0

Down $50,396 (-100%) from 2020

Operations
Liabilities / Revenue52nd percentileNet Margin29th percentile

Revenue

Down

$1,449,706

Down $418,671 (-22%) from 2020

Expenses

Down

$1,500,102

Down $393,937 (-21%) from 2020

Net Income

Down

-$50,396

Down $24,734 (-96%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,330,888Liabilities 2011: $335,263Net Assets 2011: $995,6252011Assets 2012: $1,356,526Liabilities 2012: $237,829Net Assets 2012: $1,118,6972012Assets 2013: $1,344,146Liabilities 2013: $225,981Net Assets 2013: $1,118,1652013Assets 2014: $869,440Liabilities 2014: $337,484Net Assets 2014: $531,9562014Assets 2015: $509,023Liabilities 2015: $487,654Net Assets 2015: $21,3692015Assets 2016: $446,024Liabilities 2016: $294,384Net Assets 2016: $151,6402016Assets 2017: $444,278Liabilities 2017: $380,022Net Assets 2017: $64,2562017Assets 2018: $231,126Liabilities 2018: $22,642Net Assets 2018: $208,4842018Assets 2019: $99,590Liabilities 2019: $23,532Net Assets 2019: $76,0582019Assets 2020: $65,143Liabilities 2020: $14,747Net Assets 2020: $50,3962020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,980,4472011Expenses 2012: $2,099,4762012Revenue 2013: $2,018,934Expenses 2013: $2,019,466Net Income 2013: -$5322013Revenue 2014: $1,922,554Expenses 2014: $2,508,763Net Income 2014: -$586,2092014Revenue 2015: $2,566,546Expenses 2015: $3,077,133Net Income 2015: -$510,5872015Revenue 2016: $3,008,573Expenses 2016: $2,878,302Net Income 2016: $130,2712016Revenue 2017: $3,002,430Expenses 2017: $3,089,814Net Income 2017: -$87,3842017Revenue 2018: $3,171,865Expenses 2018: $3,277,637Net Income 2018: -$105,7722018Revenue 2019: $3,094,576Expenses 2019: $3,227,002Net Income 2019: -$132,4262019Revenue 2020: $1,868,377Expenses 2020: $1,894,039Net Income 2020: -$25,6622020Revenue 2021: $1,449,706Expenses 2021: $1,500,102Net Income 2021: -$50,3962021

Highlighted filing

2021

Revenue$1,449,706
Expenses$1,500,102
Net Income-$50,396
Open 2021 Filing

Filings

Most recent year

2021 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,449,706
Expenses
$1,500,102
Net income
-$50,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.45$1.50$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.01$0.05$1.87$1.89$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.02$0.08$3.09$3.23$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.02$0.21$3.17$3.28$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.38$0.06$3.00$3.09$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.29$0.15$3.01$2.88$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.49$0.02$2.57$3.08$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.34$0.53$1.92$2.51$0.59
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.23$1.12$2.02$2.02$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.24$1.12$2.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.34$1.00$1.98
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$2,566,546
Mission and Program Overview

Mission

This trust was established and will be maintained as the separate, voluntary employees beneficiary association, veba, for the sole purpose of providing health and welfare benefits for plan participants.

This trust is soley maintained to provide health & welfare benefits for plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$710,009$361,864▼ $348,145
Prepaid Expenses and Deferred Charges$60,108$0▼ $60,108
Cash and Non-Interest-Bearing Accounts$48,323$49,238▲ $915
Accounts Receivable$0$46,921▲ $46,921
Rtn Earn Endowment Incm Other Fnds$531,956$21,369▼ $510,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$869,440$509,023▼ $360,417
Other Assets Total$51,000$51,000→ $0
Liabilities
Other Liabilities$300,000$250,000▼ $50,000
Accounts Payable and Accrued Expenses$37,484$237,654▲ $200,170
Total Liabilities$337,484$487,654▲ $150,170
Net Assets / Fund Balance
Total Net Assets Fund Balance$531,956$21,369▼ $510,587
Total Liabilities and Net Assets / Fund Balance$869,440$509,023▼ $360,417

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$51,000--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Ed WilliamsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,563,551
Investment Income
$2,995
Other Revenue
$0
Change in Net Assets
$-510,587

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,566,546
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,566,546
Total Revenue per Form 990
$2,566,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,977
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$2,703,156--$2,703,156
Other Expenses$316,938--$316,938
Fees for Services Accounting$57,039--$57,039
Total Functional Expenses$3,077,133$0$0$3,077,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,077,133
Total Expenses per Audited Statements$3,077,133
Total Expenses per Form 990$3,077,133
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$250,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Prior to filing form 990 it is reviewed by the director of benefits and risk management and then presented to the board of trustees.”

Form 990, Part VI, Section B, Line 15

“The organization does not have any employees. Accordingly, it does not have any policies regarding determination of compensation.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
The Wellbridge Veba Trust
EIN
84-6334312
Phone
3038660800
Address
6140 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111

Signing Officer

Name
Ed Williams
Title
Trustee
Phone
3038660800
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Williams
Formed
1999
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
1

Preparer

Firm
Eks&h Lllp
Address
7979 E TUFTS AVENUE SUITE 400, DENVER, CO 80237-2521
Preparer
Joseph R Bertsch
Phone
3037409400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fin 48 is not applicable to this organization.”

Raw XML Appendix339 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/AccountsPayableAccrExpnssGrp/BOYAmt037484
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0237654
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt046921
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS TRUST IS SOLEY MAINTAINED TO PROVIDE HEALTH & WELFARE BENEFITS FOR PLAN PARTICIPANTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02703156
IRS990/BenefitsToMembersGrp/TotalAmt02703156
IRS990/BooksInCareOfDetail/PersonNm0STARMARK MANAGEMENT HOLDINGS
IRS990/BooksInCareOfDetail/PhoneNum03038660800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080111
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt048323
IRS990/CashNonInterestBearingGrp/EOYAmt049238
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02703156
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02995
IRS990/CYOtherExpensesAmt0373977
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02563551
IRS990/CYRevenuesLessExpensesAmt0-510587
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03077133
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02566546
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THEWELLBRIDGE ORGANIZATION UNDER STARMARK MANAGEMENT HOLDINGS, LLC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt03077133
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt057039
IRS990/FeesForServicesAccountingGrp/TotalAmt057039
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0ED WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02566546
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02995
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02995
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS TRUST WAS ESTABLISHED AND WILL BE MAINTAINED AS THE SEPARATE, VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION, VEBA, FOR THE SOLE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS FOR PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0531956
IRS990/NetAssetsOrFundBalancesEOYAmt021369
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt051000
IRS990/OtherAssetsTotalGrp/EOYAmt051000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0316938
IRS990/OtherExpensesGrp/TotalAmt0316938
IRS990/OtherLiabilitiesGrp/BOYAmt0300000
IRS990/OtherLiabilitiesGrp/EOYAmt0250000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060108
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ED WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01567064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1996487
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01567064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1996487
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01824120
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04942
IRS990/PYOtherExpensesAmt0684643
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01917612
IRS990/PYRevenuesLessExpensesAmt0-586209
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02508763
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01922554
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-510587
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0531956
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt021369
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0710009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0361864
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03077133
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt051000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02566546
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 IS NOT APPLICABLE TO THIS ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt051000
IRS990ScheduleD/TotalExpensesPerForm990Amt03077133
IRS990ScheduleD/TotalLiabilityAmt0250000
IRS990ScheduleD/TotalRevenuePerForm990Amt02566546
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02566546
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03077133
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING FORM 990 IT IS REVIEWED BY THE DIRECTOR OF BENEFITS AND RISK MANAGEMENT AND THEN PRESENTED TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. ACCORDINGLY, IT DOES NOT HAVE ANY POLICIES REGARDING DETERMINATION OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0FITNESS VTRS
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SM HOLDING
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt2SM MGMT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt3WB CLUB MGMT
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0STARMARK HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1STARMARK MANAGEMENT HOLDINGS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2WELLBRIDGE CLUB MANAGEMENT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3WELLBRIDGE LICENSING LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0364126687
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1411867736
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2261717298
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HEALTH CLUBS
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1HEALTH CLUBS
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2HEALTH CLUBS
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3HEALTH CLUBS
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt16140 GREENWOOD PLAZA BLVD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt26140 GREENWOOD PLAZA BLVD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt36140 GREENWOOD PLAZA BLVD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0GREENWOOD VILLAGE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1GREENWOOD VILLAGE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm2GREENWOOD VILLAGE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm3GREENWOOD VILLAGE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd2CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd3CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd080111
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd280111
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd380111
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0HEALTH CLUBS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0FITNESS VENTURES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/TransferFromOtherOrgInd01
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalAssetsEOYAmt0509023
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt03077133
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0487654
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0531956
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IRS990/TotalProgramServiceRevenueAmt02563551
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02995
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02563551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02566546
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0869440
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
IRS990/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080111
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0WWW.WELLBRIDGE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03038660800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLBRIDGE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0846334312
ReturnHeader/Filer/PhoneNum03038660800
ReturnHeader/Filer/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461497033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EKS&H LLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07979 E TUFTS AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372521
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R BERTSCH
ReturnHeader/ReturnTs02016-11-10T16:08:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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