Civic Intelligence

The Wellbridge Veba Trust

990 • Fiscal year 2017 • EIN 84-6334312

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

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

91st percentile

0.86x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.13x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

30th percentile

-2.9%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-0.2%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$444,278

Down $1,746 (-0.4%) from 2016

Net Assets

Down

$64,256

Down $87,384 (-58%) from 2016

Liabilities

Up

$380,022

Up $85,638 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin30th percentile

Revenue

Down

$3,002,430

Down $6,143 (-0.2%) from 2016

Expenses

Up

$3,089,814

Up $211,512 (+7.3%) from 2016

Net Income

Down

-$87,384

Down $217,655 (-167%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$444,278
Liabilities$380,022
Net Assets$64,256
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$3,002,430
Expenses$3,089,814
Net Income-$87,384
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$3,002,430
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$363,722$365,210▲ $1,488
Rtn Earn Endowment Incm Other Fnds$151,640$64,256▼ $87,384
Accounts Receivable$652$17,510▲ $16,858
Cash and Non-Interest-Bearing Accounts$27,280$7,119▼ $20,161
Prepaid Expenses and Deferred Charges$3,370$3,439▲ $69
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$446,024$444,278▼ $1,746
Other Assets Total$51,000$51,000→ $0
Liabilities
Other Liabilities$250,000$250,000→ $0
Accounts Payable and Accrued Expenses$44,384$130,022▲ $85,638
Total Liabilities$294,384$380,022▲ $85,638
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,640$64,256▼ $87,384
Total Liabilities and Net Assets / Fund Balance$446,024$444,278▼ $1,746

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
$3,000,897
Investment Income
$1,533
Other Revenue
$0
Change in Net Assets
$-87,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,002,430
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,002,430
Total Revenue per Form 990
$3,002,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$445,948
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$2,643,866--$2,643,866
Other Expenses$374,050--$374,050
Fees for Services Accounting$71,898--$71,898
Total Functional Expenses$3,089,814$0$0$3,089,814

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,089,814
Total Expenses per Audited Statements$3,089,814
Total Expenses per Form 990$3,089,814
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
2018-08-08
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. ACCORDINGLY, IT DOES NOT HAVE ANY POLICIES REGARDING DETERMINATION OF COMPENSATION.
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$444,278
Liabilities
$380,022
Net assets
$64,256
Revenue
$3,002,430
Expenses
$3,089,814
Net income
-$87,384
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
2017Detailed filing. Detailed filing data is available for this year.$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