Civic Intelligence

Thunderbird Retirees Inc Health and Welfare Benefits Trust

990 • Fiscal year 2012 • EIN 20-8349521

Sep 01, 2011 to Aug 31, 2012 • Filed on Jul 01, 2013

330 Second Avenue South No 31055401-2212
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,637,916

Flat from 2012

Net Assets

Flat

$4,637,916

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$937,621

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,351,837Liabilities 2011: $0Net Assets 2011: $4,351,8372011Assets 2012: $4,637,916Liabilities 2012: $0Net Assets 2012: $4,637,9162012Assets 2012: $4,637,916Liabilities 2012: $0Net Assets 2012: $4,637,9162012Assets 2013: $4,589,920Liabilities 2013: $0Net Assets 2013: $4,589,9202013Assets 2014: $4,692,214Liabilities 2014: $0Net Assets 2014: $4,692,2142014Assets 2015: $4,697,447Liabilities 2015: $0Net Assets 2015: $4,697,4472015Assets 2016: $3,864,645Liabilities 2016: $0Net Assets 2016: $3,864,6452016Assets 2017: $3,865,963Liabilities 2017: $0Net Assets 2017: $3,865,9632017Assets 2018: $3,939,025Liabilities 2018: $0Net Assets 2018: $3,939,0252018Assets 2019: $4,739,482Liabilities 2019: $200,000Net Assets 2019: $4,539,4822019Assets 2020: $4,837,388Liabilities 2020: $0Net Assets 2020: $4,837,3882020Assets 2021: $4,969,961Liabilities 2021: $0Net Assets 2021: $4,969,9612021Assets 2022: $4,644,244Liabilities 2022: $0Net Assets 2022: $4,644,2442022Assets 2023: $5,142,535Liabilities 2023: $151,176Net Assets 2023: $4,991,3592023Assets 2024: $5,498,676Liabilities 2024: $0Net Assets 2024: $5,498,6762024

Highlighted filing

2012

Assets$4,637,916
Liabilities$0
Net Assets$4,637,916

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,199,497Expenses 2011: $890,672Net Income 2011: $308,8252011Expenses 2012: $937,6212012Revenue 2012: $1,190,577Expenses 2012: $937,621Net Income 2012: $252,9562012Expenses 2013: $1,026,6952013Revenue 2014: $1,076,466Expenses 2014: $1,039,912Net Income 2014: $36,5542014Revenue 2015: $1,007,864Expenses 2015: $1,002,631Net Income 2015: $5,2332015Revenue 2016: $168,741Expenses 2016: $1,001,543Net Income 2016: -$832,8022016Revenue 2017: $953,164Expenses 2017: $951,846Net Income 2017: $1,3182017Revenue 2018: $1,023,861Expenses 2018: $950,799Net Income 2018: $73,0622018Revenue 2019: $1,513,570Expenses 2019: $913,113Net Income 2019: $600,4572019Revenue 2020: $1,139,030Expenses 2020: $912,207Net Income 2020: $226,8232020Revenue 2021: $1,111,439Expenses 2021: $932,532Net Income 2021: $178,9072021Revenue 2022: $948,503Expenses 2022: $854,354Net Income 2022: $94,1492022Revenue 2023: $1,223,096Expenses 2023: $797,875Net Income 2023: $425,2212023Revenue 2024: $1,120,713Expenses 2024: $776,567Net Income 2024: $344,1462024

Highlighted filing

2012

Revenue-
Expenses$937,621
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jul 1, 2013
Return Version
2011v1.5
Gross Receipts
$4,333,745
Mission and Program Overview

Mission

To fund medical insurance premiums for former bargaining unit employees of thunderbird mining co. And their surviving spouse and certain dependents under the thunderbird mining co. Retiree health and welfare benefits plan.

Filing and Contact Details

Filer

EIN
20-8349521
Raw XML Appendix288 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
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IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO FUND RETIREE MEDICAL BENEFITS.
IRS990/AddressPrincipalOfficerUS/AddressLine102100 BREMER TOWER 445 MINNESOTA ST
IRS990/AddressPrincipalOfficerUS/City0ST PAUL
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055101
IRS990/BenefitsPaidToMembersCY0862998
IRS990/BenefitsPaidToMembersPriorYear0819320
IRS990/BenefitsToMembers/Total0862998
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IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0THE VEBA PROVIDED MEDICAL INSURANCE PREMIUM BENEFITS UNDER THE THUNDERBIRD MINING CO. RETIREE HEALTH AND WELFARE BENEFITS PLAN FOR APPROXIMATELY 300 PARTICIPANTS.
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IRS990/MoreThan5000KToIndividuals00
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IRS990/ProhibitedTaxShelterTrans00
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IRS990/SalariesEtcPriorYear08924
IRS990/SavingsAndTempCashInvestments/BOY0167257
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IRS990/ScheduleBRequired00
IRS990ScheduleD/OtherAssets/BookValue0468172
IRS990ScheduleD/OtherAssets/BookValue120910
IRS990ScheduleD/OtherAssets/Description0CONTRIBUTIONS RECEIVABLE
IRS990ScheduleD/OtherAssets/Description1INTEREST RECEIVABLE
IRS990ScheduleD/TotalBookValueOtherAssets0489082
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS PROVIDED TO THE PLAN'S LEGAL COUNSEL AND THE TRUSTEE. THEY REVIEW THE FORM FOR ACCURACY AND DISCUSS ANY ISSUES WITH THE ACCOUNTING FIRM PREPARING THE FORM.
IRS990ScheduleO/GeneralExplanation/Explanation1CURRENTLY, THE TRUST DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE TRUST DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS, SO THOSE ITEMS ARE ALSO NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation2BREMER TRUST, N.A. - 2100 BREMER TOWER, 445 MINNESOTA ST. C/O KEVIN P WEISE, ST. PAUL, MN 55101.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED GAINS ON INVESTMENTS: 33,123.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0208349521
ReturnHeader/Filer/Name/BusinessNameLine10THUNDERBIRD RETIREES INC HEALTH AND
ReturnHeader/Filer/Name/BusinessNameLine20WELFARE BENEFITS TRUST
ReturnHeader/Filer/NameControl0THUN
ReturnHeader/Filer/Phone06123386743
ReturnHeader/Filer/USAddress/AddressLine10330 SECOND AVENUE SOUTH NO 310
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0554012212
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-01
ReturnHeader/Officer/Name0KEVIN P WEISE
ReturnHeader/Officer/Phone06123386743
ReturnHeader/Officer/Title0FOR BREMER TRUST NA, TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-01
ReturnHeader/PreparerFirm/EIN0410887288
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOULAY HEUTMAKER ZIBELL & CO PLLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107500 FLYING CLOUD DRIVE 800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055344
ReturnHeader/Preparer/Name0MARK E KRAFT
ReturnHeader/Preparer/Phone09528939320
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-07-11T15:26:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.12$0.78$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.15$4.99$1.22$0.80$0.43
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.95$0.85$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$1.11$0.93$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$1.14$0.91$0.23
2019Summary only. Only limited summary data is available for this year.$4.74$0.20$4.54$1.51$0.91$0.60
2018Summary only. Only limited summary data is available for this year.$3.94$0.00$3.94$1.02$0.95$0.07
2017Summary only. Only limited summary data is available for this year.$3.87$0.00$3.87$0.95$0.95$0.00
2016Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.17$1.00$0.83
2015Summary only. Only limited summary data is available for this year.$4.70$0.00$4.70$1.01$1.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$1.08$1.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.00$4.59$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$0.00$4.64$0.94
2012Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$1.19$0.94$0.25
2011Summary only. Only limited summary data is available for this year.$4.35$0.00$4.35$1.20$0.89$0.31