Civic Intelligence

The Wellbridge Veba Trust

990 • Fiscal year 2019 • EIN 84-6334312

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

81st percentile

0.24x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.01x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

27th percentile

-4.3%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

5th percentile

-57%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$99,590

Down $131,536 (-57%) from 2018

Net Assets

Down

$76,058

Down $132,426 (-64%) from 2018

Liabilities

Up

$23,532

Up $890 (+3.9%) from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin27th percentile

Revenue

Down

$3,094,576

Down $77,289 (-2.4%) from 2018

Expenses

Down

$3,227,002

Down $50,635 (-1.5%) from 2018

Net Income

Down

-$132,426

Down $26,654 (-25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2019

Assets$99,590
Liabilities$23,532
Net Assets$76,058
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$3,094,576
Expenses$3,227,002
Net Income-$132,426
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$3,094,576
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$145,988$0▼ $145,988
Rtn Earn Endowment Incm Other Fnds$208,484$76,058▼ $132,426
Cash and Non-Interest-Bearing Accounts$-354$28,842▲ $29,196
Accounts Receivable$34,492$19,748▼ $14,744
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$231,126$99,590▼ $131,536
Other Assets Total$51,000$51,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$22,642$23,532▲ $890
Total Liabilities$22,642$23,532▲ $890
Net Assets / Fund Balance
Total Net Assets Fund Balance$208,484$76,058▼ $132,426
Total Liabilities and Net Assets / Fund Balance$231,126$99,590▼ $131,536

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
$3,094,492
Investment Income
$84
Other Revenue
$0
Change in Net Assets
$-132,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,094,576
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,094,576
Total Revenue per Form 990
$3,094,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$505,096
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$2,721,906--$2,721,906
Other Expenses$437,553--$437,553
Fees for Services Accounting$67,543--$67,543
Total Functional Expenses$3,227,002$0$0$3,227,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,227,002
Total Expenses per Audited Statements$3,227,002
Total Expenses per Form 990$3,227,002
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
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
2020-11-03
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
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori J Eggett
Phone
3037409400
Raw XML Appendix301 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02020-11-11T11:44:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,590
Liabilities
$23,532
Net assets
$76,058
Revenue
$3,094,576
Expenses
$3,227,002
Net income
-$132,426
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
2019Detailed filing. Detailed filing data is available for this year.$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