Retirement Security Fund Veba Hra Trust: Nonprofit Profile, Financials & Form 990 (EIN 83-6651440)

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2023. IRS ruling in Jan 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

97%

Program services 97% · $607K Management & general 3% · $21K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Hand Benefit Trust Co

Trustee

$0Pt VII · Sec A

See Retirement Security Fund Veba Hra Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Reimburses eligible medical expenses for employees through a health reimbursement plan.

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Provided by the organization

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1 program · $607K · in their own filed words · FY2023

01

Health Reimbursement Arrangement funded by the Retirement Security Fund VEBA Trust benefitting 263 participants throughout plan year 2022.

$607Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.3M

Ln 12

Fees for servicesLn 2g$1.3M

Investment incomeLn 3$24K

Money outPt IX

$627K

Ln 25

Programscol B$607K

Managementcol C$21K

Owns and owesPt X

$1.8M

net assets · Ln 32

Total assetsLn 16$1.8M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$1.3M

Investment incomeLn 3$24K

Gains on assetsLn 7$14K

Total revenueLn 12$1.3M

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$0

InvestmentsLn 11–13$1.8M

Land, buildings, equipmentLn 10c$0

Other assetsLn 15$0

Total assetsLn 16$1.8M

LiabilitiesLn 26$0

Net assetsLn 32$1.8M

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$0	$0
InvestmentsLn 11–13	$1.1M	$1.8M
Land, buildings, equipmentLn 10c	$0	$0
Total assetsLn 16	$1.1M	$1.8M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$1.1M	$1.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management
Grants to domestic organizationsLn 1	$0
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$607K	$607K
Pay of current officers, directors and key staffLn 5	$0
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$0
Pension plan contributionsLn 8	$0
Other employee benefitsLn 9	$0
Payroll taxesLn 10	$0
Management feesLn 11a	$0
Legal feesLn 11b	$0
Accounting feesLn 11c	$0
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$5K		$5K
Other fees for servicesLn 11g	$15K		$15K
Advertising and promotionLn 12	$0
Office expensesLn 13	$0
Information technologyLn 14	$0
RoyaltiesLn 15	$0
OccupancyLn 16	$0
TravelLn 17	$0
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$0
InterestLn 20	$0
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$0
InsuranceLn 23	$0
Total functional expensesLn 25	$627K	$607K	$21K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest Viewing	$1.3M	$627K	$665K	$1.8M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $1,292,353 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $989,400$1,268,400

I-10 Investment incomePrior year $1,991$23,953

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $991,391$1,292,353

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $418,547$606,748

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $15,251$20,595

I-18 Total expensesPrior year $433,798$627,343

I-19 Revenue less expensesPrior year $557,593$665,010

Part VI · Governance 1 of 1 board members independent, 3 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $1,292,353 across 8 lines filed

VIII-1h Total contributions, gifts and grants$0

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,268,400$1,268,400

VIII-3 Investment incomeExcluded from tax $9,744$9,744

VIII-5 Royalties$0

VIII-6 Net rental income or loss$0

VIII-7 Net gain or loss on sales of assetsExcluded from tax $14,209$14,209

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueRelated to mission $1,268,400 · Excluded from tax $23,953$1,292,353

Part IX · Statement of functional expenses $627,343 across 29 lines filed

IX-1 Grants to domestic organizations$0

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for membersPrograms $606,748$606,748

IX-5 Pay of current officers, directors and key staff$0

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wages$0

IX-8 Pension plan contributions$0

IX-9 Other employee benefits$0

IX-10 Payroll taxes$0

IX-11a Management fees$0

IX-11b Legal fees$0

IX-11c Accounting fees$0

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management feesManagement $5,381$5,381

IX-11g Other fees for servicesManagement $15,214$15,214

IX-12 Advertising and promotion$0

IX-13 Office expenses$0

IX-14 Information technology$0

IX-15 Royalties$0

IX-16 Occupancy$0

IX-17 Travel$0

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$0

IX-20 Interest$0

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortization$0

IX-23 Insurance$0

IX-25 Total functional expensesPrograms $606,748 · Management $20,595$627,343

Part X · Balance sheet $1,796,502 assets, 22 lines filed

X-1 Cash, non-interest-bearingStart of year $0$0

X-2 Savings and temporary cash investmentsStart of year $0$0

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-10c Land, buildings and equipment, netStart of year $0$0

X-11 Publicly traded securitiesStart of year $1,086,571$1,796,502

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $1,086,571$1,796,502

X-17 Accounts payable and accrued expensesStart of year $0$0

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-25 Other liabilitiesStart of year $0$0

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $1,086,571$1,796,502

X-33 Total liabilities and net assetsStart of year $1,086,571$1,796,502

Part XI · Reconciliation of net assets $1,796,502 net assets at year end

XI-1 Total revenue$1,292,353

XI-2 Total expenses$627,343

XI-3 Revenue less expenses$665,010

XI-4 Net assets at start of year$1,086,571

XI-5 Net unrealized gains (losses) on investments$44,921

XI-10 Net assets at end of year$1,796,502

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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