Civic Intelligence

The Wellbridge Veba Trust

990 • Fiscal year 2016 • EIN 84-6334312

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization ProfileWWW.WELLBRIDGE.COM
6140 Greenwood Plaza BlvdGreenwood Village, CO 80111

(303) 866-0800

Siviq Scores

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

Liabilities / Assets

88th percentile

0.66x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

4.3%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

21st percentile

-12%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

17%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$446,024

Down $62,999 (-12%) from 2015

Net Assets

Up

$151,640

Up $130,271 (+610%) from 2015

Liabilities

Down

$294,384

Down $193,270 (-40%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin57th percentile

Revenue

Up

$3,008,573

Up $442,027 (+17%) from 2015

Expenses

Down

$2,878,302

Down $198,831 (-6.5%) from 2015

Net Income

Up

$130,271

Up $640,858 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2016

Assets$446,024
Liabilities$294,384
Net Assets$151,640
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$3,008,573
Expenses$2,878,302
Net Income$130,271
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$3,008,573
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$361,864$363,722▲ $1,858
Rtn Earn Endowment Incm Other Fnds$21,369$151,640▲ $130,271
Cash and Non-Interest-Bearing Accounts$49,238$27,280▼ $21,958
Prepaid Expenses and Deferred Charges$0$3,370▲ $3,370
Accounts Receivable$46,921$652▼ $46,269
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$509,023$446,024▼ $62,999
Other Assets Total$51,000$51,000→ $0
Liabilities
Other Liabilities$250,000$250,000→ $0
Accounts Payable and Accrued Expenses$237,654$44,384▼ $193,270
Total Liabilities$487,654$294,384▼ $193,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,369$151,640▲ $130,271
Total Liabilities and Net Assets / Fund Balance$509,023$446,024▼ $62,999

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$51,000--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Ed WilliamsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,006,715
Investment Income
$1,858
Other Revenue
$0
Change in Net Assets
$130,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,008,573
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,008,573
Total Revenue per Form 990
$3,008,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$423,900
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$2,454,402--$2,454,402
Other Expenses$350,366--$350,366
Fees for Services Accounting$73,534--$73,534
Total Functional Expenses$2,878,302$0$0$2,878,302

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,878,302
Total Expenses per Audited Statements$2,878,302
Total Expenses per Form 990$2,878,302
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 11B

“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
2017-10-23
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
8181 E TUFTS AVENUE SUITE 600, DENVER, CO 80237-2579
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 Appendix346 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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IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0446024
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IRS990/TotalAssetsGrp/EOYAmt0446024
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02878302
IRS990/TotalFunctionalExpensesGrp/TotalAmt02878302
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0487654
IRS990/TotalLiabilitiesEOYAmt0294384
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IRS990/TotalLiabilitiesGrp/EOYAmt0294384
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151640
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03006715
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03008573
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03038660800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLBRIDGE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0846334312
ReturnHeader/Filer/PhoneNum03038660800
ReturnHeader/Filer/USAddress/AddressLine1Txt06140 GREENWOOD PLAZA BLVD
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.42.238.132
ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:35:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461497033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EKS&H LLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372579
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R BERTSCH
ReturnHeader/ReturnTs02017-10-24T16:36:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,024
Liabilities
$294,384
Net assets
$151,640
Revenue
$3,008,573
Expenses
$2,878,302
Net income
$130,271
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
2016Detailed filing. Detailed filing data is available for this year.$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