Civic Intelligence

Abhe & Svoboda Inc Health and Welfare Trust

990 • Fiscal year 2022 • EIN 20-0005676

May 01, 2021 to Apr 30, 2022 • Filed on Feb 23, 2023

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

91st percentile

0.72x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.19x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

-2.4%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$457,700

Down $11,338 (-2.4%) from 2021

Net Assets

Down

$130,086

Down $336,392 (-72%) from 2021

Liabilities

Up

$327,614

Up $325,054 (+12697%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin18th percentile

Revenue

Down

$1,748,869

Down $215,812 (-11%) from 2021

Expenses

Up

$2,085,261

Up $212,875 (+11%) from 2021

Net Income

Down

-$336,392

Down $428,687 (-464%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$457,700
Liabilities$327,614
Net Assets$130,086
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$1,748,869
Expenses$2,085,261
Net Income-$336,392
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Feb 23, 2023
Return Version
2021v4.2
Gross Receipts
$1,748,869
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 263 employees of abhe & svoboda, inc., & their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$417,798$455,463▲ $37,665
Rtn Earn Endowment Incm Other Fnds$466,478$130,086▼ $336,392
Accounts Receivable$51,240$2,237▼ $49,003
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$469,038$457,700▼ $11,338
Liabilities
Other Liabilities$0$325,000▲ $325,000
Accounts Payable and Accrued Expenses$2,560$2,614▲ $54
Total Liabilities$2,560$327,614▲ $325,054
Net Assets / Fund Balance
Total Net Assets Fund Balance$466,478$130,086▼ $336,392
Total Liabilities and Net Assets / Fund Balance$469,038$457,700▼ $11,338
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Gail SvobodaTrustee
Roxane SvobodaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,748,869
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-336,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,748,869
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,748,869
Total Revenue per Form 990
$1,748,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,870
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---$1,972,391
Fees for Services Other---$92,870
Fees for Services Accounting---$20,000
Total Functional Expenses$0$0$0$2,085,261

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,085,261
Total Expenses per Audited Statements$2,085,261
Total Expenses per Form 990$2,085,261
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Early Funding From Asi$325,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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, 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 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

“The 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
2023-02-23
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
0

Preparer

Firm
Redpath and Company LLC
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley Rehn CPA
Phone
6514267000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter form the internal revenue service (irs) dated december 16, 2010, stating that the trust is tax-exempt under the provision 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 2022 or 2021 plan years 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 if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix304 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02560
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02614
IRS990/AccountsReceivableGrp/BOYAmt051240
IRS990/AccountsReceivableGrp/EOYAmt02237
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FUNDS GROUP INSURANCE COVERAGE FOR 263 EMPLOYEES OF ABHE & SVOBODA, INC., & THEIR DEPENDENTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01972391
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09524476025
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018100 DAIRY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JORDAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055352
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0417798
IRS990/CashNonInterestBearingGrp/EOYAmt0455463
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01972391
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0112870
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01748869
IRS990/CYRevenuesLessExpensesAmt0-336392
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02085261
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01748869
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDING FOR GROUP INSURANCE COVERAGE FOR EMPLOYEES OF ABHE & SVOBODA, INC., AND THEIR DEPENDENTS. AS OF APRIL 30, 2022, THERE WERE 113 PARTICIPANTS IN THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020000
IRS990/FeesForServicesOtherGrp/TotalAmt092870
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ROXANE SVOBODA
IRS990/Form990PartVIISectionAGrp/PersonNm1GAIL SVOBODA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01748869
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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
IRS990/NetAssetsOrFundBalancesBOYAmt0466478
IRS990/NetAssetsOrFundBalancesEOYAmt0130086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0325000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROXANE SVOBODA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01259398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1489471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01259398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1489471
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01739796
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0132590
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01964681
IRS990/PYRevenuesLessExpensesAmt092295
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01872386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01964681
IRS990/ReconcilationRevenueExpnssAmt0-336392
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0466478
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0130086
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02085261
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0325000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EARLY FUNDING FROM ASI
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01748869
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FORM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER 16, 2010, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISION 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 2022 OR 2021 PLAN YEARS 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02085261
IRS990ScheduleD/TotalLiabilityAmt0325000
IRS990ScheduleD/TotalRevenuePerForm990Amt01748869
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01748869
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02085261
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 PLAN DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5COMPENSATION 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 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0200005676
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABHE & SVOBODA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt018100 DAIRY LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JORDAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd055352
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0469038
IRS990/TotalAssetsEOYAmt0457700
IRS990/TotalAssetsGrp/BOYAmt0469038
IRS990/TotalAssetsGrp/EOYAmt0457700
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02085261
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02560
IRS990/TotalLiabilitiesEOYAmt0327614
IRS990/TotalLiabilitiesGrp/BOYAmt02560
IRS990/TotalLiabilitiesGrp/EOYAmt0327614
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0466478
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01748869
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01748869
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01748869
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0469038
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0457700
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018100 DAIRY LANE
IRS990/USAddress/CityNm0JORDAN
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055352
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANE SVOBODA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09524476025
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABHE & SVOBODA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ABHE
ReturnHeader/Filer/EIN0200005676
ReturnHeader/Filer/PhoneNum09524476025
ReturnHeader/Filer/USAddress/AddressLine1Txt018100 DAIRY LANE
ReturnHeader/Filer/USAddress/CityNm0JORDAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055352
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920370318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDPATH AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04810 WHITE BEAR PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055110
ReturnHeader/PreparerPersonGrp/PhoneNum06514267000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY REHN CPA
ReturnHeader/ReturnTs02023-02-24T15:14:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROXANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SVOBODA
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,700
Liabilities
$327,614
Net assets
$130,086
Revenue
$1,748,869
Expenses
$2,085,261
Net income
-$336,392
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
2022Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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