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Nonprofiteer
← SAVIO HOUSE EMPLOYEE MEDICAL PLAN TR

Form 990 for tax year 2022

Filed by SAVIO HOUSE EMPLOYEE MEDICAL PLAN TR.

Totals

Total revenue
$45,013
Total expenses
$16,425
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$45,013
Other revenue
$0
Total assets, end of year
$1,193,339
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,193,339
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$4,651

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $55,500 · excluded $55,500

  • 7a · Gross sales of assets other than inventory

    securities $264,493

  • 7b · Less cost or other basis and sales expenses

    securities $274,980

  • 7c · Gain or loss

    securities -$10,487

  • 7d · Net gain or loss

    total -$10,487 · excluded -$10,487

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,651

  • 11c · Fees: accounting

    total $3,000

  • 11f · Fees: investment management

    total $8,774

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,921 · end of year $48,559

  • 11 · Investments: publicly traded securities

    beginning of year $1,330,060 · end of year $1,144,780

  • 27 · Net assets without donor restrictions

    beginning of year $1,422,981 · end of year $1,193,339

Mission and programs · 2022

Mission

THE PLAN IS DESIGNED TO PROVIDE MEDICAL CARE BENEFITS FOR ELIGIBLE EMPLOYEES OF THE PLAN SPONSOR, SAVIO HOUSE, AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLAN.

Activities or mission (Part I)

TO PROVIDE MEDICAL CARE BENEFITS FOR ELIGIBLE EMPLOYEES OF THE PLAN SPONSOR, SAVIO HOUSE, AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLAN.

  • PROVIDE MEDICAL CARE BENEFITS FOR ELIGIBLE EMPLOYEES OF THE PLAN SPONSOR, SAVIO HOUSE, AND THEIR ELIGIBLE DEPENDENTS COVERED BY THE PLAN.

    Expenses $4,651

As filed on the 2022 return.

Listed in Part VII

  • Sean Debnath

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vonnie Hergett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert McCormick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ned Nagle Thru Dec 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donald A Smith Thru Dec 2022

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SAVIO HOUSE

    501(C)(3) · OPERATES CHILD, ADOLESCENT AND FAMILY TREATMENT CENTER. · CO · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202312989349300341

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