Civic Intelligence

Sound Health & Wellness Trust

990 • Fiscal year 2013 • EIN 91-6058475

Apr 01, 2012 to Mar 31, 2013 • Filed on Feb 18, 2014

Organization ProfileWWW.SOUNDHEALTHWELLNESS.COM

View Organization Page

201 Queen Anne Ave North No 10098109-4896
Siviq Scores

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

Liabilities / Assets

94th percentile

0.74x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

6th percentile

-13%

Faster asset growth than 6% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$102,982,804

Down $14,770,770 (-13%) from 2012

Net Assets

Down

$27,180,580

Down $17,490,276 (-39%) from 2012

Liabilities

Up

$75,802,224

Up $2,719,506 (+3.7%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$264,429,855

Up $15,913,153 (+6.4%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$300M$200M$100M$0Assets 2010: $139,837,672Liabilities 2010: $77,590,870Net Assets 2010: $62,246,8022010Assets 2011: $118,634,170Liabilities 2011: $77,275,856Net Assets 2011: $41,358,3142011Assets 2012: $117,753,574Liabilities 2012: $73,082,718Net Assets 2012: $44,670,8562012Assets 2013: $102,982,804Liabilities 2013: $75,802,224Net Assets 2013: $27,180,5802013Assets 2014: $117,741,315Liabilities 2014: $76,167,359Net Assets 2014: $41,573,9562014Assets 2015: $143,550,578Liabilities 2015: $77,365,234Net Assets 2015: $66,185,3442015Assets 2016: $186,622,847Liabilities 2016: $72,397,634Net Assets 2016: $114,225,2132016Assets 2017: $220,903,598Liabilities 2017: $76,788,952Net Assets 2017: $144,114,6462017Assets 2018: $257,806,616Liabilities 2018: $87,597,936Net Assets 2018: $170,208,6802018Assets 2019: $290,642,174Liabilities 2019: $76,371,868Net Assets 2019: $214,270,3062019Assets 2020: $256,530,776Liabilities 2020: $71,857,094Net Assets 2020: $184,673,6822020Assets 2021: $203,162,262Liabilities 2021: $76,555,995Net Assets 2021: $126,606,2672021Assets 2022: $181,681,087Liabilities 2022: $74,648,714Net Assets 2022: $107,032,3732022Assets 2023: $179,024,146Liabilities 2023: $87,345,357Net Assets 2023: $91,678,7892023Assets 2024: $166,213,396Liabilities 2024: $88,929,315Net Assets 2024: $77,284,0812024Assets 2025: $148,200,931Liabilities 2025: $96,576,206Net Assets 2025: $51,624,7252025

Highlighted filing

2013

Assets$102,982,804
Liabilities$75,802,224
Net Assets$27,180,580
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MExpenses 2010: $240,100,9422010Revenue 2011: $239,451,517Expenses 2011: $260,141,521Net Income 2011: -$20,690,0042011Expenses 2012: $248,516,7022012Expenses 2013: $264,429,8552013Revenue 2014: $267,488,005Expenses 2014: $251,741,010Net Income 2014: $15,746,9952014Revenue 2015: $285,828,206Expenses 2015: $261,728,061Net Income 2015: $24,100,1452015Revenue 2016: $299,452,117Expenses 2016: $248,181,964Net Income 2016: $51,270,1532016Revenue 2017: $284,830,092Expenses 2017: $256,313,395Net Income 2017: $28,516,6972017Revenue 2018: $296,999,283Expenses 2018: $272,142,085Net Income 2018: $24,857,1982018Revenue 2019: $306,298,087Expenses 2019: $273,727,806Net Income 2019: $32,570,2812019Revenue 2020: $239,281,683Expenses 2020: $267,164,078Net Income 2020: -$27,882,3952020Revenue 2021: $220,354,576Expenses 2021: $283,364,104Net Income 2021: -$63,009,5282021Revenue 2022: $269,875,972Expenses 2022: $284,848,356Net Income 2022: -$14,972,3842022Revenue 2023: $293,925,611Expenses 2023: $299,958,602Net Income 2023: -$6,032,9912023Revenue 2024: $296,025,091Expenses 2024: $311,499,425Net Income 2024: -$15,474,3342024Revenue 2025: $300,999,287Expenses 2025: $329,009,002Net Income 2025: -$28,009,7152025

Highlighted filing

2013

Revenue-
Expenses$264,429,855
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Feb 18, 2014
Return Version
2012v2.1
Gross Receipts
$254,836,250
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

Filing and Contact Details

Filer

EIN
91-6058475
Raw XML AppendixShowing 400 of 537 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/GeneralExplanation/Explanation0THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1IN ADDITION TO PROVIDING A COMPLETE COPY OF THIS FORM 990 TO ALL OF THE TRUSTEES OF THE TRUST, THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CONFLICT OF INTEREST POLICY PERTAINS TO ALL TRUSTEES AND SERVICE PROVIDERS WHO CAN INFLUENCE THE ACTIONS OF THE TRUST. A CONFLICT OF INTEREST INCLUDES AN INTEREST, DIRECT OR INDIRECT, OF A TRUSTEE OR SERVICE PROVIDER TO A TRUST, WHICH MAY RESULT IN THE TRUSTEE OR SERVICE PROVIDER BENEFITING FINANCIALLY FROM A DECISION MADE IN RELATION TO HIS OR HER CAPACITY AS A TRUSTEE OF OR SERVICE PROVIDER TO THE TRUST. DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST ARE MADE TO EITHER THE SECRETARY OR THE CHAIRMAN OF THE TRUST. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE DECISION OF THE TRUSTEES, IN RELATION TO A CONFLICT OF INTEREST, IS BINDING AND FINAL.
IRS990ScheduleO/GeneralExplanation/Explanation3UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTERST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION REPORTED ON PART VII, SECTION A, REPRESENTS COMPENSATION PAID TO THOSE TRUSTEES BY A LABOR UNION, A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE RELATED TAX-EXEMPT ORGANIZATION'S FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST'S THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990, PART XII 2C: THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/Explanation6THE TRUST DOES NOT ISSUE FORMS 1099 DIRECTLY TO REPORTABLE SERVICE PROVIDERS. RATHER, THE CONTRACT ADMINISTRATOR USES THEIR EMPLOYER IDENTIFICATION NUMBER FOR THE FORMS 1099 ISSUED ON BEHALF OF THE TRUST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART V, LINE 1A:
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$102,982,804
Liabilities
$75,802,224
Net assets
$27,180,580
Revenue
-
Expenses
$264,429,855
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$148$96.6$51.6$301$329$28.0
2024Detailed filing. Detailed filing data is available for this year.$166$88.9$77.3$296$311$15.5
2023Detailed filing. Detailed filing data is available for this year.$179$87.3$91.7$294$300$6.03
2022Detailed filing. Detailed filing data is available for this year.$182$74.6$107$270$285$15.0
2021Detailed filing. Detailed filing data is available for this year.$203$76.6$127$220$283$63.0
2020Detailed filing. Detailed filing data is available for this year.$257$71.9$185$239$267$27.9
2019Detailed filing. Detailed filing data is available for this year.$291$76.4$214$306$274$32.6
2018Detailed filing. Detailed filing data is available for this year.$258$87.6$170$297$272$24.9
2017Detailed filing. Detailed filing data is available for this year.$221$76.8$144$285$256$28.5
2016Detailed filing. Detailed filing data is available for this year.$187$72.4$114$299$248$51.3
2015Detailed filing. Detailed filing data is available for this year.$144$77.4$66.2$286$262$24.1
2014Summary only. Only limited summary data is available for this year.$118$76.2$41.6$267$252$15.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$75.8$27.2$264
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$73.1$44.7$249
2011Summary only. Only limited summary data is available for this year.$119$77.3$41.4$239$260$20.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$77.6$62.2$240