Civic Intelligence

Harmons Employee Welfare Benefit Plan Trust

990 • Fiscal year 2017 • EIN 94-2667827

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 12, 2018

Organization ProfileHARMONSGROCERY.COM
3540 South 4000 WestWest Valley City, UT 84120

(801) 969-8261

Siviq Scores

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

Liabilities / Assets

84th percentile

0.42x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.13x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

23rd percentile

-2.9%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$12,500

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

40th percentile

4.0%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

5.2%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$2,863,565

Up $109,173 (+4.0%) from 2016

Net Assets

Down

$1,656,190

Down $271,206 (-14%) from 2016

Liabilities

Up

$1,207,375

Up $380,379 (+46%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin23rd percentile

Revenue

Up

$9,458,695

Up $467,191 (+5.2%) from 2016

Expenses

Up

$9,729,901

Up $1,914,108 (+24%) from 2016

Net Income

Down

-$271,206

Down $1,446,917 (-123%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $371,851Liabilities 2010: $211,480Net Assets 2010: $160,3712010Assets 2011: $368,693Liabilities 2011: $181,908Net Assets 2011: $186,7852011Assets 2012: $765,157Liabilities 2012: $668,521Net Assets 2012: $96,6362012Assets 2013: $1,340,050Liabilities 2013: $1,661,173Net Assets 2013: -$321,1232013Assets 2014: $951,139Liabilities 2014: $977,240Net Assets 2014: -$26,1012014Assets 2015: $1,505,677Liabilities 2015: $753,992Net Assets 2015: $751,6852015Assets 2016: $2,754,392Liabilities 2016: $826,996Net Assets 2016: $1,927,3962016Assets 2017: $2,863,565Liabilities 2017: $1,207,375Net Assets 2017: $1,656,1902017Assets 2018: $2,769,567Liabilities 2018: $894,592Net Assets 2018: $1,874,9752018Assets 2019: $3,346,595Liabilities 2019: $1,009,556Net Assets 2019: $2,337,0392019Assets 2020: $4,547,718Liabilities 2020: $964,975Net Assets 2020: $3,582,7432020Assets 2021: $2,798,194Liabilities 2021: $1,384,635Net Assets 2021: $1,413,5592021Assets 2022: $1,580,282Liabilities 2022: $1,571,621Net Assets 2022: $8,6612022Assets 2023: $1,593,262Liabilities 2023: $1,451,321Net Assets 2023: $141,9412023Assets 2024: $3,508,597Liabilities 2024: $1,548,759Net Assets 2024: $1,959,8382024

Highlighted filing

2017

Assets$2,863,565
Liabilities$1,207,375
Net Assets$1,656,190
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,368,3412010Expenses 2011: $6,379,9862011Expenses 2012: $6,908,2142012Revenue 2013: $6,913,972Expenses 2013: $7,331,731Net Income 2013: -$417,7592013Revenue 2014: $9,433,308Expenses 2014: $9,138,286Net Income 2014: $295,0222014Revenue 2015: $9,006,684Expenses 2015: $8,228,898Net Income 2015: $777,7862015Revenue 2016: $8,991,504Expenses 2016: $7,815,793Net Income 2016: $1,175,7112016Revenue 2017: $9,458,695Expenses 2017: $9,729,901Net Income 2017: -$271,2062017Revenue 2018: $10,510,905Expenses 2018: $10,292,120Net Income 2018: $218,7852018Revenue 2019: $11,345,904Expenses 2019: $10,883,840Net Income 2019: $462,0642019Revenue 2020: $11,219,651Expenses 2020: $9,973,947Net Income 2020: $1,245,7042020Revenue 2021: $11,864,293Expenses 2021: $14,033,477Net Income 2021: -$2,169,1842021Revenue 2022: $12,259,355Expenses 2022: $13,664,253Net Income 2022: -$1,404,8982022Revenue 2023: $13,457,172Expenses 2023: $13,323,892Net Income 2023: $133,2802023Revenue 2024: $13,950,927Expenses 2024: $12,133,030Net Income 2024: $1,817,8972024

Highlighted filing

2017

Revenue$9,458,695
Expenses$9,729,901
Net Income-$271,206
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 12, 2018
Return Version
2017v2.3
Gross Receipts
$9,458,695
Mission and Program Overview

Mission

Provide medical, dental, disability and life benefits to the employees of harmon city, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,516,350$2,321,813▼ $194,537
Savings and Temporary Cash Investments$238,042$541,752▲ $303,710
Total Assets$2,754,392$2,863,565▲ $109,173
Liabilities
Accounts Payable and Accrued Expenses$826,996$1,207,375▲ $380,379
Total Liabilities$826,996$1,207,375▲ $380,379
Net Assets / Fund Balance
Unrestricted Net Assets$1,927,396$1,656,190▼ $271,206
Total Net Assets Fund Balance$1,927,396$1,656,190▼ $271,206
Total Liabilities and Net Assets / Fund Balance$2,754,392$2,863,565▲ $109,173
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
Nicole LengelTrustee$12,500$12,500

Board Members and Trustees

NameTitle
-CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
SelecthealthAdmin Fees5381 S GREEN STREET, Salt Lake City, UT 84123$496,105
Maritain HealthAdmin Fees4246 S RIVERBOAT RD 200, Salt Lake City, UT 84123$131,157
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,456,404
Investment Income
$55
Other Revenue
$2,236
Change in Net Assets
$-271,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,458,695
Total Revenue per Audited Statements
$9,458,695
Total Revenue per Form 990
$9,458,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$687,952
Salaries, Compensation, and Employee Benefits$12,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,029,449
Other Expenses---$687,952
Current Officers, Directors, Trustees, and Key Employees---$12,500
Total Functional Expenses$0$0$0$9,729,901

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,729,901
Expenses per Audited Statements$9,349,522
Total Expenses per Audited Statements$9,349,522
Expenses Not Reported on Financial Statements$380,379
Other Expense Adjustments$380,379
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
Backup withholding compliance
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, Page 6, Part VI, Line 9

“Wells fargo bank 299 south main street salt lake city, ut 84111”

Form 990, Page 6, Part VI, Line 11B

“The cfo reviews the form 990 and ties it to the trial balance. It is then presented to the governing body for approval.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Harmons Employee Welfare Benefit
EIN
94-2667827
Phone
8019698261
Address
3540 SOUTH 4000 WEST, WEST VALLEY CITY, UT 84120

Signing Officer

Name
Nicole Lengel
Title
CFO
Phone
8019578464
Signed
2018-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Lengel
Formed
1979
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Squire & Company Pc
Address
215 S STATE ST STE 850, SALT LAKE CITY, UT 84111-2380
Preparer
Gregory O Hyde
Phone
8015330409
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Benefit obligations increase 380,379”

Raw XML Appendix265 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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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
$2,863,565
Liabilities
$1,207,375
Net assets
$1,656,190
Revenue
$9,458,695
Expenses
$9,729,901
Net income
-$271,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$1.55$1.96$14.0$12.1$1.82
2023Detailed filing. Detailed filing data is available for this year.$1.59$1.45$0.14$13.5$13.3$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.58$1.57$0.01$12.3$13.7$1.40
2021Detailed filing. Detailed filing data is available for this year.$2.80$1.38$1.41$11.9$14.0$2.17
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.96$3.58$11.2$9.97$1.25
2019Detailed filing. Detailed filing data is available for this year.$3.35$1.01$2.34$11.3$10.9$0.46
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.89$1.87$10.5$10.3$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.86$1.21$1.66$9.46$9.73$0.27
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.83$1.93$8.99$7.82$1.18
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.75$0.75$9.01$8.23$0.78
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.98$0.03$9.43$9.14$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.34$1.66$0.32$6.91$7.33$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.67$0.10$6.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.18$0.19$6.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.21$0.16$5.37