Civic Intelligence

Abhe & Svoboda Inc Health and Welfare Trust

990 • Fiscal year 2018 • EIN 20-0005676

May 01, 2017 to Apr 30, 2018 • Filed on Jan 15, 2019

Organization ProfileN/A
18100 Dairy LaneJordan, MN 55352

(952) 447-6025

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-2.0%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.5%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-5.2%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$1,526,393

Down $38,935 (-2.5%) from 2017

Net Assets

Down

$1,507,136

Down $57,806 (-3.7%) from 2017

Liabilities

Up

$19,257

Up $18,871 (+4889%) from 2017

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin32nd percentile

Revenue

Down

$2,863,333

Down $158,379 (-5.2%) from 2017

Expenses

Up

$2,921,139

Up $221,675 (+8.2%) from 2017

Net Income

Down

-$57,806

Down $380,054 (-118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $717,972Liabilities 2011: $60,201Net Assets 2011: $657,7712011Assets 2012: $615,795Liabilities 2012: $0Net Assets 2012: $615,7952012Assets 2013: $626,187Liabilities 2013: $0Net Assets 2013: $626,1872013Assets 2014: $609,066Liabilities 2014: $3,250Net Assets 2014: $605,8162014Assets 2015: $800,918Liabilities 2015: $4,455Net Assets 2015: $796,4632015Assets 2016: $1,246,240Liabilities 2016: $3,546Net Assets 2016: $1,242,6942016Assets 2017: $1,565,328Liabilities 2017: $386Net Assets 2017: $1,564,9422017Assets 2018: $1,526,393Liabilities 2018: $19,257Net Assets 2018: $1,507,1362018Assets 2019: $823,747Liabilities 2019: $14,982Net Assets 2019: $808,7652019Assets 2020: $375,336Liabilities 2020: $1,153Net Assets 2020: $374,1832020Assets 2021: $469,038Liabilities 2021: $2,560Net Assets 2021: $466,4782021Assets 2022: $457,700Liabilities 2022: $327,614Net Assets 2022: $130,0862022Assets 2023: $492,381Liabilities 2023: $465,260Net Assets 2023: $27,1212023

Highlighted filing

2018

Assets$1,526,393
Liabilities$19,257
Net Assets$1,507,136
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,717,853Expenses 2011: $1,444,919Net Income 2011: $272,9342011Expenses 2012: $1,724,6532012Expenses 2013: $2,043,8052013Revenue 2014: $1,728,639Expenses 2014: $1,749,010Net Income 2014: -$20,3712014Revenue 2015: $2,349,149Expenses 2015: $2,158,502Net Income 2015: $190,6472015Revenue 2016: $2,441,346Expenses 2016: $1,995,115Net Income 2016: $446,2312016Revenue 2017: $3,021,712Expenses 2017: $2,699,464Net Income 2017: $322,2482017Revenue 2018: $2,863,333Expenses 2018: $2,921,139Net Income 2018: -$57,8062018Revenue 2019: $2,126,094Expenses 2019: $2,824,465Net Income 2019: -$698,3712019Revenue 2020: $1,880,232Expenses 2020: $2,314,814Net Income 2020: -$434,5822020Revenue 2021: $1,964,681Expenses 2021: $1,872,386Net Income 2021: $92,2952021Revenue 2022: $1,748,869Expenses 2022: $2,085,261Net Income 2022: -$336,3922022Revenue 2023: $1,849,893Expenses 2023: $1,952,858Net Income 2023: -$102,9652023

Highlighted filing

2018

Revenue$2,863,333
Expenses$2,921,139
Net Income-$57,806
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Gross Receipts
$2,863,333
Mission and Program Overview

Mission

Abhe & svoboda, inc. Health and welfare trust provides funding for group insurance coverage for employees of abhe & svoboda, inc., and their dependents.

Funds group insurance coverage for employees of abhe & svoboda, inc., & their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,564,942$1,507,136▼ $57,806
Savings and Temporary Cash Investments$1,363,317$1,387,483▲ $24,166
Accounts Receivable$202,011$138,910▼ $63,101
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,565,328$1,526,393▼ $38,935
Liabilities
Accounts Payable and Accrued Expenses$386$19,257▲ $18,871
Total Liabilities$386$19,257▲ $18,871
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,564,942$1,507,136▼ $57,806
Total Liabilities and Net Assets / Fund Balance$1,565,328$1,526,393▼ $38,935
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Gail SvobodaTrustee
Roxane SvobodaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluelink TpaMedical Admin, Cobra, And Other Related1750 YANKEE DOODLE ROAD, Eagan, MN 55121$108,840
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,863,333
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-57,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,863,333
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,863,333
Total Revenue per Form 990
$2,863,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,801
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---$2,707,338
Fees for Services Other---$178,594
Fees for Services Accounting---$35,207
Total Functional Expenses$0$0$0$2,921,139

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,921,139
Total Expenses per Audited Statements$2,921,139
Total Expenses per Form 990$2,921,139
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Gail svoboda and roxane svoboda - family relationship”

Form 990, Part VI, Section A, Line 7A

“The board of directors is family run and officers are selected by the family members based on who they believe should have the responsibility.”

Form 990, Part VI, Section A, Line 7B

“The board of directors make all governance decisions for the plan.”

Form 990, Part VI, Section A, Line 8B

“The plan did not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the organization's governing body before it is filed and it is reviewed in conjunction with the review of the related plan's annual audit.”

Form 990, Part VI, Section C, Line 19

“The governing documents and form 990 are made available to the public upon request. The trust is in the process of drafting a conflict of interest policy.”

FORM 990, PART VII, LINE 1A:

“Compensation from a related organization for the trustees listed is excluded as allowed under the volunteer exception in the form 990 instructions.”

Filing and Contact Details

Filer

Filer Name
Abhe & Svoboda Inc
EIN
20-0005676
Phone
9524476025
Address
18100 DAIRY LANE, JORDAN, MN 55352

Signing Officer

Name
Roxane Svoboda
Title
Trustee
Phone
9524476025
Signed
2019-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxane Svoboda
Formed
2003
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the irs dated december 16, 2010, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the irc. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in the 2018 plan year for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix307 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt0138910
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FUNDS GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., & THEIR DEPENDENTS.
IRS990/AuditCommitteeInd00
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018100 DAIRY LANE
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IRS990/DescribedInSection501c3Ind00
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IRS990/FeesForServicesAccountingGrp/TotalAmt035207
IRS990/FeesForServicesOtherGrp/TotalAmt0178594
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0ABHE & SVOBODA, INC. HEALTH AND WELFARE TRUST PROVIDES FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 16, 2010, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN THE 2018 PLAN YEAR FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GAIL SVOBODA AND ROXANE SVOBODA - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS FAMILY RUN AND OFFICERS ARE SELECTED BY THE FAMILY MEMBERS BASED ON WHO THEY BELIEVE SHOULD HAVE THE RESPONSIBILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAKE ALL GOVERNANCE DECISIONS FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED AND IT IS REVIEWED IN CONJUNCTION WITH THE REVIEW OF THE RELATED PLAN'S ANNUAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST IS IN THE PROCESS OF DRAFTING A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION FROM A RELATED ORGANIZATION FOR THE TRUSTEES LISTED IS EXCLUDED AS ALLOWED UNDER THE VOLUNTEER EXCEPTION IN THE FORM 990 INSTRUCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, LINE 1A:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABHE & SVOBODA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt018100 DAIRY LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JORDAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MN
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
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IRS990/TaxablePartyNotificationInd00
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IRS990/TempOrPermanentEndowmentsInd00
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ReturnHeader/FilingSecurityInformation/IPTm014:44:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 SOUTH SIXTH STREET SUITE 300
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY MEYER
ReturnHeader/ReturnTs02019-01-21T14:36:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,526,393
Liabilities
$19,257
Net assets
$1,507,136
Revenue
$2,863,333
Expenses
$2,921,139
Net income
-$57,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.49$0.47$0.03$1.85$1.95$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.33$0.13$1.75$2.09$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.96$1.87$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.37$1.88$2.31$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.01$0.81$2.13$2.82$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.51$2.86$2.92$0.06
2017Summary only. Only limited summary data is available for this year.$1.57$0.00$1.56$3.02$2.70$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.24$2.44$2.00$0.45
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$2.35$2.16$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.73$1.75$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$2.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.72
2011Summary only. Only limited summary data is available for this year.$0.72$0.06$0.66$1.72$1.44$0.27