Civic Intelligence

Retirement Enhancement & Benefit Alternative III Trust

EIN 20-8573132 • 501(c)9 • Minneapolis, MN

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement.

CO Cbiz 222 South 9th StMinneapolis, MN 55402

n/A

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2025

Net Margin

7th percentile

-238%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$500

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Asset Growth

36th percentile

-7.9%

Faster asset growth than 36% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$588,349

Down $50,189 (-7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$588,349

Down $50,189 (-7.9%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin7th percentile

Revenue

Down

$23,259

Down $21,963 (-49%) from 2024

Expenses

Down

$78,698

Down $3,934 (-4.8%) from 2024

Net Income

Down

-$55,439

Down $18,029 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$30M$20M$10M$0Assets 2012: $16,639,477Liabilities 2012: $0Net Assets 2012: $16,639,4772012Assets 2013: $19,084,945Liabilities 2013: $0Net Assets 2013: $19,084,9452013Assets 2014: $21,232,261Liabilities 2014: $0Net Assets 2014: $21,232,2612014Assets 2015: $23,812,520Liabilities 2015: $0Net Assets 2015: $23,812,5202015Assets 2016: $14,197,179Liabilities 2016: $0Net Assets 2016: $14,197,1792016Assets 2017: $9,988,311Liabilities 2017: $0Net Assets 2017: $9,988,3112017Assets 2018: $7,519,091Liabilities 2018: $0Net Assets 2018: $7,519,0912018Assets 2019: $8,157,889Liabilities 2019: $0Net Assets 2019: $8,157,8892019Assets 2020: $2,083,062Liabilities 2020: $0Net Assets 2020: $2,083,0622020Assets 2021: $2,208,870Liabilities 2021: $0Net Assets 2021: $2,208,8702021Assets 2022: $650,511Liabilities 2022: $0Net Assets 2022: $650,5112022Assets 2023: $667,553Liabilities 2023: $0Net Assets 2023: $667,5532023Assets 2024: $638,538Liabilities 2024: $0Net Assets 2024: $638,5382024Assets 2025: $588,349Liabilities 2025: $0Net Assets 2025: $588,3492025

Highlighted filing

2025

Assets$588,349
Liabilities$0
Net Assets$588,349
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $6,152,011Expenses 2012: $3,262,862Net Income 2012: $2,889,1492012Revenue 2013: $5,895,646Expenses 2013: $3,573,676Net Income 2013: $2,321,9702013Revenue 2014: $5,915,069Expenses 2014: $4,010,950Net Income 2014: $1,904,1192014Revenue 2015: $7,173,785Expenses 2015: $4,311,811Net Income 2015: $2,861,9742015Revenue 2016: $4,946,061Expenses 2016: $3,664,063Net Income 2016: $1,281,9982016Revenue 2017: $3,015,592Expenses 2017: $2,277,823Net Income 2017: $737,7692017Revenue 2018: $1,969,764Expenses 2018: $1,354,982Net Income 2018: $614,7822018Revenue 2019: $2,053,552Expenses 2019: $1,391,054Net Income 2019: $662,4982019Revenue 2020: $446,950Expenses 2020: $297,866Net Income 2020: $149,0842020Revenue 2021: $489,950Expenses 2021: $381,249Net Income 2021: $108,7012021Revenue 2022: $326,328Expenses 2022: $295,014Net Income 2022: $31,3142022Revenue 2023: $132,328Expenses 2023: $119,132Net Income 2023: $13,1962023Revenue 2024: $45,222Expenses 2024: $82,632Net Income 2024: -$37,4102024Revenue 2025: $23,259Expenses 2025: $78,698Net Income 2025: -$55,4392025

Highlighted filing

2025

Revenue$23,259
Expenses$78,698
Net Income-$55,439
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$588,349
Liabilities
$0
Net assets
$588,349
Revenue
$23,259
Expenses
$78,698
Net income
-$55,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.02$0.08$0.06
2024Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.05$0.08$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.13$0.12$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.33$0.30$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.49$0.38$0.11
2020Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.45$0.30$0.15
2019Summary only. Only limited summary data is available for this year.$8.16$0.00$8.16$2.05$1.39$0.66
2018Summary only. Only limited summary data is available for this year.$7.52$0.00$7.52$1.97$1.35$0.61
2017Summary only. Only limited summary data is available for this year.$9.99$0.00$9.99$3.02$2.28$0.74
2016Summary only. Only limited summary data is available for this year.$14.2$0.00$14.2$4.95$3.66$1.28
2015Summary only. Only limited summary data is available for this year.$23.8$0.00$23.8$7.17$4.31$2.86
2014Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$5.92$4.01$1.90
2013Summary only. Only limited summary data is available for this year.$19.1$0.00$19.1$5.90$3.57$2.32
2012Summary only. Only limited summary data is available for this year.$16.6$0.00$16.6$6.15$3.26$2.89
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$132,328
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$650,511$667,553▲ $17,042
Cash and Non-Interest-Bearing Accounts$307,282$322,018▲ $14,736
Savings and Temporary Cash Investments$293,821$292,563▼ $1,258
Investments in Publicly Traded Securities$49,408$52,972▲ $3,564
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$650,511$667,553▲ $17,042
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$650,511$667,553▲ $17,042
Total Liabilities and Net Assets / Fund Balance$650,511$667,553▲ $17,042
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Trustee$375$375
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$128,601
Investment Income
$3,727
Other Revenue
$0
Change in Net Assets
$13,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,180
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---$115,952
Fees for Services Accounting---$2,293
Fees for Service Investment Mgmnt Fees---$512
Fees for Services Management---$375
Total Functional Expenses$0$0$0$119,132
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
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
Yes
Management duties delegated
No

Governance Explanations

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

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

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

“THERE WERE NO MEETINGS.”

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

“THERE ARE NO COMMITTEES.”

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

“The trustee reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
Retirement Enhancement & Benefit
EIN
20-8573132
Phone
6124364600
Address
CO CBIZ 222 SOUTH 9TH ST, MINNEAPOLIS, MN 55402

Signing Officer

Name
Voya Institutional Trust Company
Title
Trustee
Phone
8605801820
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Voya Institutional Trust
Formed
2007
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML Appendix305 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/BenefitsToMembersGrp/TotalAmt0115952
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VOYA INSTITUTIONAL TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08605801820
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE ORANGE WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINDSOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006095
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0650511
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0667553
IRS990/CashNonInterestBearingGrp/BOYAmt0307282
IRS990/CashNonInterestBearingGrp/EOYAmt0322018
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0115952
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03727
IRS990/CYOtherExpensesAmt03180
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0128601
IRS990/CYRevenuesLessExpensesAmt013196
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0119132
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0132328
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 140 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $115,952.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt02293
IRS990/FeesForServicesManagementGrp/TotalAmt0375
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0512
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0VOYA INSTITUTIONAL TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0313
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0313
IRS990/GrossReceiptsAmt0132328
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03414
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03414
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt049408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt052972
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0650511
IRS990/NetAssetsOrFundBalancesEOYAmt0667553
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0313
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03846
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VOYA INSTITUTIONAL TRUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128601
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128601
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0284986
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09902
IRS990/PYOtherExpensesAmt010028
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0316426
IRS990/PYRevenuesLessExpensesAmt031314
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0295014
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0326328
IRS990/ReconcilationRevenueExpnssAmt013196
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0293821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0292563
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE WERE NO MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CITY OF BROOKLYN CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CITY OF WHITE BEAR LAKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ROCKFORD PUBLIC SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3ST PAUL PUBLIC HOUSING AGENCY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0416005011
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1416005641
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2416004834
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3411309192
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06301 SHINGLE CREEK PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14701 HIGHWAY 61
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt26051 ASH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3555 WABASHA ST N STE 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROOKLYN CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WHITE BEAR LAKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROCKFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ST PAUL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055430
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd155110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd255373
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd355102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0650511
IRS990/TotalAssetsEOYAmt0667553
IRS990/TotalAssetsGrp/BOYAmt0650511
IRS990/TotalAssetsGrp/EOYAmt0667553
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0650511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0667553
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0128601
IRS990/TotalReportableCompFromOrgAmt0375
IRS990/TotalRevenueGrp/ExclusionAmt03727
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128601
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132328
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0650511
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667553
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE ORANGE WAY
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006095
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VOYA INSTITUTIONAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605801820
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT ENHANCEMENT & BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALTERNATIVE III TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0208573132
ReturnHeader/Filer/PhoneNum06124364600
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CBIZ 222 SOUTH 9TH ST
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02023-08-16T13:10:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VOYA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0INSTITUTIONAL TRUST
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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