Civic Intelligence

Stillwater Isd 834 Hra 1050003671

EIN 26-2917599 • 501(c)9 • Clinton, IA

Profile

The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.

PO Box 4391Clinton, IA 52733-4391

n/A

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

34%

Higher net margin than 78% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$680

Higher top officer pay than 55% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,478,904

Up $1,053,270 (+31%) from 2023

Liabilities

Down

$980

Down $3,151 (-76%) from 2023

Net Assets

Up

$4,477,924

Up $1,056,421 (+31%) from 2023

Revenue

Up

$2,928,840

Up $1,152,244 (+65%) from 2023

Expenses

Up

$1,935,168

Up $524,248 (+37%) from 2023

Net Income

Up

$993,672

Up $627,996 (+172%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $315,192Liabilities 2010: $0Net Assets 2010: $315,1922010Assets 2011: $436,686Liabilities 2011: $0Net Assets 2011: $436,6862011Assets 2012: $613,578Liabilities 2012: $0Net Assets 2012: $613,5782012Assets 2013: $763,266Liabilities 2013: $0Net Assets 2013: $763,2662013Assets 2014: $961,799Liabilities 2014: $0Net Assets 2014: $961,7992014Assets 2015: $1,133,530Liabilities 2015: $0Net Assets 2015: $1,133,5302015Assets 2016: $1,334,374Liabilities 2016: $0Net Assets 2016: $1,334,3742016Assets 2017: $1,629,819Liabilities 2017: $0Net Assets 2017: $1,629,8192017Assets 2018: $1,955,758Liabilities 2018: $0Net Assets 2018: $1,955,7582018Assets 2019: $2,219,924Liabilities 2019: $0Net Assets 2019: $2,219,9242019Assets 2020: $2,526,346Liabilities 2020: $0Net Assets 2020: $2,526,3462020Assets 2021: $2,793,280Liabilities 2021: $0Net Assets 2021: $2,793,2802021Assets 2022: $3,004,896Liabilities 2022: $0Net Assets 2022: $3,004,8962022Assets 2023: $3,425,634Liabilities 2023: $4,131Net Assets 2023: $3,421,5032023Assets 2024: $4,478,904Liabilities 2024: $980Net Assets 2024: $4,477,9242024

Highlighted filing

2024

Assets$4,478,904
Liabilities$980
Net Assets$4,477,924

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $192,8092010Expenses 2011: $250,6722011Expenses 2012: $341,3972012Revenue 2013: $547,048Expenses 2013: $397,360Net Income 2013: $149,6882013Revenue 2014: $663,361Expenses 2014: $464,828Net Income 2014: $198,5332014Revenue 2015: $870,120Expenses 2015: $698,389Net Income 2015: $171,7312015Revenue 2016: $960,815Expenses 2016: $759,971Net Income 2016: $200,8442016Revenue 2017: $1,118,282Expenses 2017: $822,837Net Income 2017: $295,4452017Revenue 2018: $1,259,752Expenses 2018: $933,813Net Income 2018: $325,9392018Revenue 2019: $1,319,728Expenses 2019: $1,055,697Net Income 2019: $264,0312019Revenue 2020: $1,391,113Expenses 2020: $1,092,885Net Income 2020: $298,2282020Revenue 2021: $1,474,927Expenses 2021: $1,214,438Net Income 2021: $260,4892021Revenue 2022: $1,568,150Expenses 2022: $1,306,189Net Income 2022: $261,9612022Revenue 2023: $1,776,596Expenses 2023: $1,410,920Net Income 2023: $365,6762023Revenue 2024: $2,928,840Expenses 2024: $1,935,168Net Income 2024: $993,6722024

Highlighted filing

2024

Revenue$2,928,840
Expenses$1,935,168
Net Income$993,672

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.00$4.48$2.93$1.94$0.99
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.42$1.78$1.41$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.57$1.31$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.47$1.21$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.39$1.09$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.32$1.06$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.26$0.93$0.33
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.12$0.82$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.96$0.76$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.87$0.70$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.66$0.46$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.55$0.40$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.2
Gross Receipts
$2,928,840
Mission and Program Overview

Mission

The purpose of this plan is to provide certain employees with an opportunity to receive reimbursement for certain health care expenses.

To provide qualified health and welfare benefits through a health reimbursement arrangement (hra).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,420,674$4,477,902▲ $1,057,228
Cap Stk Tr Prin Current Funds$2,793,280$2,793,280→ $0
Rtn Earn Endowment Incm Other Fnds$628,223$1,684,644▲ $1,056,421
Cash and Non-Interest-Bearing Accounts$4,132$981▼ $3,151
Savings and Temporary Cash Investments$828$0▼ $828
Accounts Receivable$0$21▲ $21
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,425,634$4,478,904▲ $1,053,270
Liabilities
Accounts Payable and Accrued Expenses$4,131$980▼ $3,151
Total Liabilities$4,131$980▼ $3,151
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,421,503$4,477,924▲ $1,056,421
Total Liabilities and Net Assets / Fund Balance$3,425,634$4,478,904▲ $1,053,270
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$404$404
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,730,671
Investment Income
$198,169
Other Revenue
$0
Change in Net Assets
$993,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,202
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---$1,854,966
Fees for Services Other---$80,202
Total Functional Expenses$0$0$0$1,935,168
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, Part VI, Section A, Line 8A

The governing body of the organization (the trust) consists of the contributing employer only, who executes all decision-making authority over the organization based on its own, internally determined decision-making authority. To the extent this decision-making authority is delegated to one or more individuals within the contributing employer entity, there are no published meeting minutes relating thereto.

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

The governing body consists of the contributing employer only, who executes all decision-making authority over the organization based on its own, internally determined decision-making authority. As the governing body, the contributing employer has elected not to delegate any part of its decision-making authority to one or more committees, and therefore, no meetings of committees occur.

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

The form 990 was prepared by the plan administrator (onebridge benefits inc.)draft copies of the form 990 were first provided to the representatives of the contributing employer (the governing body) for their review. Any questions or concerns raised by the representatives were addressed and any necessary revisions were made to the form 990. The final version of the form 990 was provided to the institutional trustee for final review and approval to file.

Form 990, Part VI, Section C, Line 19

The entity does not have a conflict of interest policy or financial statements that are available to the public. Governing documents are retained by the contributing employer, which serves as the governing body for the organization, and a third-party administrator who provides non-discretionary, ministerial administrative services for the organization and the benefit plan funded through the organization. Governing documents, and forms 1024, 990, and 990-t (as applicable) for the organization are available to plan participants upon request made directly to the contributing employer or by calling the customer care center for the third party administrator at 1-888-865-1628.

Form 990, Part VII

Effective as of april 1, 2024, the original trustee, washington trust bank, resigned as trustee and was replaced by alta trust company, a trust company organized under the laws of south dakota and under regulation as a trust company by the south dakota banking department.

Filing and Contact Details

Filer

Filer Name
Stillwater Isd 834 Hra 1050003671
EIN
26-2917599
Phone
7162456100
Address
PO BOX 4391, CLINTON, IA 52733-4391

Signing Officer

Name
Patricia Reimann
Title
Trustee Representative
Phone
7162456100
Signed
2025-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Reimann
Formed
2008
Legal Domicile
Sd
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Onebridge Benefits Inc
Address
170 FRANKLIN ST, BUFFALO, NY 14202-2412
Phone
7162456100
Raw XML Appendix267 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/BOYAmt04131
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0980
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt021
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT (HRA).
IRS990/BenefitsToMembersGrp/TotalAmt01854966
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ONEBRIDGE BENEFITS INC
IRS990/BooksInCareOfDetail/PhoneNum07162456100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 FRANKLIN STREET SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0BUFFALO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02793280
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02793280
IRS990/CashNonInterestBearingGrp/BOYAmt04132
IRS990/CashNonInterestBearingGrp/EOYAmt0981
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01854966
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0198169
IRS990/CYOtherExpensesAmt080202
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02730671
IRS990/CYRevenuesLessExpensesAmt0993672
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01935168
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02928840
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt080202
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ALTA TRUST
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1WASHINGTON TRUST BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0680
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1404
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02928840
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0198169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198169
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03420674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04477902
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0SD
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03421503
IRS990/NetAssetsOrFundBalancesEOYAmt04477924
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt062749
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA REIMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02730671
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02730671
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01345925
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0150046
IRS990/PYOtherExpensesAmt064995
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01626550
IRS990/PYRevenuesLessExpensesAmt0365676
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01410920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01776596
IRS990/ReconcilationRevenueExpnssAmt0993672
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0628223
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01684644
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY OF THE ORGANIZATION (THE TRUST) CONSISTS OF THE CONTRIBUTING EMPLOYER ONLY, WHO EXECUTES ALL DECISION-MAKING AUTHORITY OVER THE ORGANIZATION BASED ON ITS OWN, INTERNALLY DETERMINED DECISION-MAKING AUTHORITY. TO THE EXTENT THIS DECISION-MAKING AUTHORITY IS DELEGATED TO ONE OR MORE INDIVIDUALS WITHIN THE CONTRIBUTING EMPLOYER ENTITY, THERE ARE NO PUBLISHED MEETING MINUTES RELATING THERETO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY CONSISTS OF THE CONTRIBUTING EMPLOYER ONLY, WHO EXECUTES ALL DECISION-MAKING AUTHORITY OVER THE ORGANIZATION BASED ON ITS OWN, INTERNALLY DETERMINED DECISION-MAKING AUTHORITY. AS THE GOVERNING BODY, THE CONTRIBUTING EMPLOYER HAS ELECTED NOT TO DELEGATE ANY PART OF ITS DECISION-MAKING AUTHORITY TO ONE OR MORE COMMITTEES, AND THEREFORE, NO MEETINGS OF COMMITTEES OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS PREPARED BY THE PLAN ADMINISTRATOR (ONEBRIDGE BENEFITS INC.)DRAFT COPIES OF THE FORM 990 WERE FIRST PROVIDED TO THE REPRESENTATIVES OF THE CONTRIBUTING EMPLOYER (THE GOVERNING BODY) FOR THEIR REVIEW. ANY QUESTIONS OR CONCERNS RAISED BY THE REPRESENTATIVES WERE ADDRESSED AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE FINAL VERSION OF THE FORM 990 WAS PROVIDED TO THE INSTITUTIONAL TRUSTEE FOR FINAL REVIEW AND APPROVAL TO FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTITY DOES NOT HAVE A CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS THAT ARE AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS ARE RETAINED BY THE CONTRIBUTING EMPLOYER, WHICH SERVES AS THE GOVERNING BODY FOR THE ORGANIZATION, AND A THIRD-PARTY ADMINISTRATOR WHO PROVIDES NON-DISCRETIONARY, MINISTERIAL ADMINISTRATIVE SERVICES FOR THE ORGANIZATION AND THE BENEFIT PLAN FUNDED THROUGH THE ORGANIZATION. GOVERNING DOCUMENTS, AND FORMS 1024, 990, AND 990-T (AS APPLICABLE) FOR THE ORGANIZATION ARE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST MADE DIRECTLY TO THE CONTRIBUTING EMPLOYER OR BY CALLING THE CUSTOMER CARE CENTER FOR THE THIRD PARTY ADMINISTRATOR AT 1-888-865-1628.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EFFECTIVE AS OF APRIL 1, 2024, THE ORIGINAL TRUSTEE, WASHINGTON TRUST BANK, RESIGNED AS TRUSTEE AND WAS REPLACED BY ALTA TRUST COMPANY, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA AND UNDER REGULATION AS A TRUST COMPANY BY THE SOUTH DAKOTA BANKING DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STILLWATER AREA PUBLIC SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
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/TotalAssetsBOYAmt03425634
IRS990/TotalAssetsEOYAmt04478904
IRS990/TotalAssetsGrp/BOYAmt03425634
IRS990/TotalAssetsGrp/EOYAmt04478904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01935168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04131
IRS990/TotalLiabilitiesEOYAmt0980
IRS990/TotalLiabilitiesGrp/BOYAmt04131
IRS990/TotalLiabilitiesGrp/EOYAmt0980
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03421503
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04477924
IRS990/TotalOtherCompensationAmt01084
IRS990/TotalProgramServiceRevenueAmt02730671
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02928840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02928840
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03425634
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04478904
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4391
IRS990/USAddress/CityNm0CLINTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0527334391
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA REIMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum07162456100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STILLWATER ISD 834 HRA 1050003671
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0262917599
ReturnHeader/Filer/PhoneNum07162456100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4391
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0527334391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873803779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONEBRIDGE BENEFITS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142022412
ReturnHeader/PreparerPersonGrp/PhoneNum07162456100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-05
ReturnHeader/ReturnTs02025-09-05T16:25:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.