Civic Intelligence

Diocese of St Cloud Health Plan Trust

EIN 20-4234511 • 501(c)9 • Saint Cloud, MN

214 Third Avenue SouthSaint Cloud, MN 56301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

14th percentile

-44%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,356,536

Down $1,081,360 (-44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,356,536

Down $1,081,360 (-44%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin14th percentile

Revenue

Down

$5,340,785

Down $644,524 (-11%) from 2023

Expenses

Up

$6,422,145

Up $748,007 (+13%) from 2023

Net Income

Down

-$1,081,360

Down $1,392,531 (-448%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $617,350Liabilities 2010: $0Net Assets 2010: $617,3502010Assets 2011: $1,664,215Liabilities 2011: $0Net Assets 2011: $1,664,2152011Assets 2012: $2,509,945Liabilities 2012: $0Net Assets 2012: $2,509,9452012Assets 2013: $1,898,489Liabilities 2013: $0Net Assets 2013: $1,898,4892013Assets 2014: $1,584,837Liabilities 2014: $0Net Assets 2014: $1,584,8372014Assets 2015: $1,311,484Liabilities 2015: $0Net Assets 2015: $1,311,4842015Assets 2016: $1,202,572Liabilities 2016: $0Net Assets 2016: $1,202,5722016Assets 2017: $1,629,369Liabilities 2017: $0Net Assets 2017: $1,629,3692017Assets 2018: $1,983,602Liabilities 2018: $0Net Assets 2018: $1,983,6022018Assets 2019: $2,191,983Liabilities 2019: $0Net Assets 2019: $2,191,9832019Assets 2020: $2,780,067Liabilities 2020: $0Net Assets 2020: $2,780,0672020Assets 2021: $2,400,087Liabilities 2021: $0Net Assets 2021: $2,400,0872021Assets 2022: $2,126,725Liabilities 2022: $0Net Assets 2022: $2,126,7252022Assets 2023: $2,437,896Liabilities 2023: $0Net Assets 2023: $2,437,8962023Assets 2024: $1,356,536Liabilities 2024: $0Net Assets 2024: $1,356,5362024

Highlighted filing

2024

Assets$1,356,536
Liabilities$0
Net Assets$1,356,536
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,880,0952010Revenue 2011: $6,231,612Expenses 2011: $5,184,747Net Income 2011: $1,046,8652011Revenue 2012: $5,056,887Expenses 2012: $4,211,157Net Income 2012: $845,7302012Revenue 2013: $4,479,904Expenses 2013: $5,091,360Net Income 2013: -$611,4562013Revenue 2014: $4,801,193Expenses 2014: $5,114,845Net Income 2014: -$313,6522014Revenue 2015: $5,029,902Expenses 2015: $5,303,255Net Income 2015: -$273,3532015Revenue 2016: $5,273,039Expenses 2016: $5,381,951Net Income 2016: -$108,9122016Revenue 2017: $5,810,735Expenses 2017: $5,383,938Net Income 2017: $426,7972017Revenue 2018: $5,802,678Expenses 2018: $5,448,445Net Income 2018: $354,2332018Revenue 2019: $4,877,863Expenses 2019: $4,669,482Net Income 2019: $208,3812019Revenue 2020: $4,939,791Expenses 2020: $4,351,707Net Income 2020: $588,0842020Revenue 2021: $5,391,046Expenses 2021: $5,771,026Net Income 2021: -$379,9802021Revenue 2022: $5,836,332Expenses 2022: $6,109,694Net Income 2022: -$273,3622022Revenue 2023: $5,985,309Expenses 2023: $5,674,138Net Income 2023: $311,1712023Revenue 2024: $5,340,785Expenses 2024: $6,422,145Net Income 2024: -$1,081,3602024

Highlighted filing

2024

Revenue$5,340,785
Expenses$6,422,145
Net Income-$1,081,360
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,356,536
Liabilities
$0
Net assets
$1,356,536
Revenue
$5,340,785
Expenses
$6,422,145
Net income
-$1,081,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$5.34$6.42$1.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$5.99$5.67$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$5.84$6.11$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$5.39$5.77$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$4.94$4.35$0.59
2019Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$4.88$4.67$0.21
2018Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$5.80$5.45$0.35
2017Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$5.81$5.38$0.43
2016Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$5.27$5.38$0.11
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$5.03$5.30$0.27
2014Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$4.80$5.11$0.31
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$4.48$5.09$0.61
2012Summary only. Only limited summary data is available for this year.$2.51$0.00$2.51$5.06$4.21$0.85
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$6.23$5.18$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$4.88
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 26, 2011
Return Version
2010v3.2
Gross Receipts
$5,245,648
Mission and Program Overview

Mission

Trust funds are used to pay insurance premiums and health claim costs for employees.

Filing and Contact Details

Filer

EIN
20-4234511
Raw XML Appendix210 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/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Health Insurance Premiums and Claims
IRS990/AddressPrincipalOfficerUS/AddressLine10214 THIRD AVENUE SOUTH
IRS990/AddressPrincipalOfficerUS/City0ST CLOUD
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode056301
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0251797
IRS990/CapStckTrstPrinCurrentFunds/EOY0617350
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0HEALTH INSURANCE PREMIUMS AND CLAIMS
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/NamePerson0MARVIN ENNEKING
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts05245648
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0464
IRS990/InvestmentIncomePriorYear094
IRS990/InvestmentIncome/TotalRevenueColumn0464
IRS990/InvestmentInJointVenture0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Health Insurance Premiums and Claims
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0MARVIN ENNEKING
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY0251797
IRS990/NetAssetsOrFundBalancesEOY0617350
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear03433
IRS990/OtherExpensesCurrentYear01421
IRS990/OtherExpenses/Description0Administrative Fees
IRS990/OtherExpenses/Description1Bank Service Charges
IRS990/OtherExpenses/Total0250
IRS990/OtherExpenses/Total11171
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PensionPlanContributions/ProgramServices04878674
IRS990/PensionPlanContributions/Total04878674
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900001
IRS990/ProgramServiceRevenueCY05245184
IRS990/ProgramServiceRevenue/Description0Employer Contributions
IRS990/ProgramServiceRevenuePriorYear04491838
IRS990/ProgramServiceRevenue/TotalRevenueColumn05245184
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0365553
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0365553
IRS990/RevenuesLessExpensesPriorYear052624
IRS990/SalariesEtcCurrentYear04878674
IRS990/SalariesEtcPriorYear04435875
IRS990/SavingsAndTempCashInvestments/BOY0251797
IRS990/SavingsAndTempCashInvestments/EOY0617350
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990 Provided to the Trustee & Governing Body Prior to Filing.
IRS990ScheduleO/GeneralExplanation/Explanation1Trustee & Governing Body regularly review for possible conflicts of interest.
IRS990ScheduleO/GeneralExplanation/Explanation2Financial Statements & Tax Returns are available upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI-B, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI-B, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI-C, Line 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MN
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10214 THIRD AVENUE SOUTH
IRS990/TheBooksAreInCareOf/AddressUS/City0ST CLOUD
IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode056301
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10DIOCESE OF ST CLOUD
IRS990/TheBooksAreInCareOf/TelephoneNumber03205294606
IRS990/TotalAssets/BOY0251797
IRS990/TotalAssetsBOY0251797
IRS990/TotalAssets/EOY0617350
IRS990/TotalAssetsEOY0617350
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear04880095
IRS990/TotalExpensesPriorYear04439308
IRS990/TotalFunctionalExpenses/ProgramServices04878674
IRS990/TotalFunctionalExpenses/Total04880095
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0251797
IRS990/TotalLiabNetAssetsFundBalances/EOY0617350
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0251797
IRS990/TotalNetAssetsFundBalances/EOY0617350
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue05245184
IRS990/TotalRevenueCurrentYear05245648
IRS990/TotalRevenuePriorYear04491932
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome05245648
IRS990/TotalRevenue/TotalRevenueColumn05245648
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02006
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204234511
ReturnHeader/Filer/Name/BusinessNameLine10DIOCESE OF ST CLOUD HEALTH PLAN TRUST
ReturnHeader/Filer/NameControl0DIOC
ReturnHeader/Filer/Phone03205294606
ReturnHeader/Filer/USAddress/AddressLine10214 THIRD AVENUE SOUTH
ReturnHeader/Filer/USAddress/City0ST CLOUD
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode056301
ReturnHeader/Officer/DateSigned02011-04-26
ReturnHeader/Officer/Name0MARVIN ENNEKING
ReturnHeader/Officer/Phone03205294606
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JIM HUDSON CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 2208
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WACO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0767032208
ReturnHeader/Preparer/Name0JIM HUDSON CPA
ReturnHeader/Preparer/Phone02542964015
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-12T14:11:38-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $5M-$10M nonprofits