Civic Intelligence

Northland Veba Trust

990 • Fiscal year 2020 • EIN 26-0169906

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
PO Box 720Cloquet, MN 55720

(800) 447-1690

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

$3,894,097

No earlier filing loaded for comparison.

Net Assets

$3,894,097

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin80th percentile

Revenue

$1,972,197

No earlier filing loaded for comparison.

Expenses

$1,402,960

No earlier filing loaded for comparison.

Net Income

$569,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $3,894,097Liabilities 2020: $0Net Assets 2020: $3,894,0972020Assets 2021: $4,420,922Liabilities 2021: $0Net Assets 2021: $4,420,9222021Assets 2022: $4,569,689Liabilities 2022: $0Net Assets 2022: $4,569,6892022Assets 2023: $4,822,126Liabilities 2023: $0Net Assets 2023: $4,822,1262023Assets 2024: $6,080,237Liabilities 2024: $0Net Assets 2024: $6,080,2372024

Highlighted filing

2020

Assets$3,894,097
Liabilities$0
Net Assets$3,894,097
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,972,197Expenses 2020: $1,402,960Net Income 2020: $569,2372020Revenue 2021: $2,261,317Expenses 2021: $1,734,492Net Income 2021: $526,8252021Revenue 2022: $1,955,691Expenses 2022: $1,806,925Net Income 2022: $148,7662022Revenue 2023: $2,054,545Expenses 2023: $1,802,109Net Income 2023: $252,4362023Revenue 2024: $3,125,329Expenses 2024: $1,867,219Net Income 2024: $1,258,1102024

Highlighted filing

2020

Revenue$1,972,197
Expenses$1,402,960
Net Income$569,237
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Gross Receipts
$1,972,197
Mission and Program Overview

Mission

Fund health reimbursement benefits funded by organization for the reinbursement of qualified medical expenses incurred by participants.

To fund the reimbursement of qualified health, vision and dental expenses incurred by the benefeciary and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,324,860$3,894,097▲ $569,237
Cap Stk Tr Prin Current Funds$3,324,860$3,894,097▲ $569,237
Total Assets$3,324,860$3,894,097▲ $569,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,324,860$3,894,097▲ $569,237
Total Liabilities and Net Assets / Fund Balance$3,324,860$3,894,097▲ $569,237
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Jon WoolvertonTrustee
Paul MershartTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,971,777
Investment Income
$420
Other Revenue
$0
Change in Net Assets
$569,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,402,960
Total Functional Expenses$0$0$0$1,402,960
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

Form 990, Page 6, Part VI, Line 8A

“We polled the governing body if they wanted to meet. It was agreed not to meet. If we had met there would be minutes taken and documented.”

Form 990, Page 6, Part VI, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Page 6, Part VI, Line 11B

“We, the trustees prepared the form 990. The other trustee reviews the form 990 for error, makes corrections then approves the document for filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Northland Veba Trust
EIN
26-0169906
Phone
8004471690
Address
PO BOX 720, CLOQUET, MN 55720

Signing Officer

Name
Jon Woolverton
Title
Trustee
Phone
8004471690
Signed
2021-05-14

Organization Details

Principal Officer
Jon Woolverton
Formed
2006
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Esterbrooks Scott Signorelli Etal Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Scott D Larson
Phone
2187276846
Raw XML Appendix217 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.

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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0420
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0420
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WOOLVERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08004471690
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHLAND VEBA TRUST
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ReturnHeader/Filer/EIN0260169906
ReturnHeader/Filer/PhoneNum08004471690
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411414667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTERBROOKS SCOTT SIGNORELLI ETAL LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 W SUPERIOR ST STE200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187276846
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT D LARSON
ReturnHeader/ReturnTs02021-05-14T14:04:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOLVERTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,894,097
Liabilities
$0
Net assets
$3,894,097
Revenue
$1,972,197
Expenses
$1,402,960
Net income
$569,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$3.13$1.87$1.26
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$2.05$1.80$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$1.96$1.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$2.26$1.73$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$1.97$1.40$0.57