Civic Intelligence

City of Golden Valley Hra Trust

EIN 26-4436149 • 501(c)9 • Golden Valley, MN

Profile

Fund health reimbursement arrangement benefits.

7800 Golden Valley RoadGolden Valley, MN 55427

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

48th percentile

-15%

Higher net margin than 48% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

-32%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $138,105 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $138,105 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$18,241

Down $8,427 (-32%) from 2021

Expenses

Down

$20,895

Down $550 (-2.6%) from 2021

Net Income

Down

-$2,654

Down $7,877 (-151%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2013: $127,800Liabilities 2013: $0Net Assets 2013: $127,8002013Assets 2014: $132,516Net Assets 2014: $132,5162014Assets 2015: $142,041Net Assets 2015: $142,0412015Assets 2016: $131,987Net Assets 2016: $131,9872016Assets 2017: $139,126Net Assets 2017: $139,1262017Assets 2018: $126,326Net Assets 2018: $126,3262018Assets 2019: $121,703Net Assets 2019: $121,7032019Assets 2020: $132,882Net Assets 2020: $132,8822020Assets 2021: $138,105Net Assets 2021: $138,1052021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $39,164Expenses 2013: $26,462Net Income 2013: $12,7022013Revenue 2014: $35,020Expenses 2014: $30,304Net Income 2014: $4,7162014Revenue 2015: $33,327Expenses 2015: $23,802Net Income 2015: $9,5252015Revenue 2016: $34,714Expenses 2016: $44,768Net Income 2016: -$10,0542016Revenue 2017: $29,136Expenses 2017: $21,997Net Income 2017: $7,1392017Revenue 2018: $24,516Expenses 2018: $35,680Net Income 2018: -$11,1642018Revenue 2019: $21,652Expenses 2019: $26,616Net Income 2019: -$4,9642019Revenue 2020: $20,630Expenses 2020: $9,451Net Income 2020: $11,1792020Revenue 2021: $26,668Expenses 2021: $21,445Net Income 2021: $5,2232021Revenue 2022: $18,241Expenses 2022: $20,895Net Income 2022: -$2,6542022

Highlighted filing

2022

Revenue$18,241
Expenses$20,895
Net Income-$2,654
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$18,241
Expenses
$20,895
Net income
-$2,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.18$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.27$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.21$0.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.22$0.27$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.25$0.36$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.35$0.45$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.33$0.24$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.35$0.30$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.39$0.26$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$18,241
Mission and Program Overview

Mission

Fund health reimbursement arrangement benefits.

Program Services

DescriptionGrantsExpenses
THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS IN THE AMOUNT OF 20,022. EXPENSES RELATED TO THE INVESTMENT OF TRUST FUNDS TOTALED 873.-$20,895
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
SUSAN VIRNIGFin. Dir./Tr-$0--
Filing and Contact Details

Filer

Filer Name
City of Golden Valley Hra Trust
EIN
26-4436149
Phone
7635938000
Address
7800 GOLDEN VALLEY ROAD, GOLDEN VALLEY, MN 55427

Signing Officer

Name
Susan Virnig
Title
Fin. Dir./treasurer
Phone
7635933989
Signed
2023-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Lewis Kisch & Associates Ltd
Address
1125 SOUTH FRONTAGE ROAD SUITE 1, HASTINGS, MN 55033-2489
Preparer
Samantha R Mulvihill
Phone
6514373356
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

“Transfer to new veba -135,451”

Raw XML Appendix93 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt020022
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEALTHEQUITY
IRS990EZ/BooksInCareOfDetail/PhoneNum06516627431
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 YANKEE DOODLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138105
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2654
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0873
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0138105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt018241
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0169
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138105
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0MG TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN VIRNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIN. DIR./TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-135451
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND HEALTH REIMBURSEMENT ARRANGEMENT BENEFITS.
IRS990EZ/ProgramServiceRevenueAmt018072
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS IN THE AMOUNT OF 20,022. EXPENSES RELATED TO THE INVESTMENT OF TRUST FUNDS TOTALED 873.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020895
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020895
IRS990EZ/TotalProgramServiceExpensesAmt020895
IRS990EZ/TotalRevenueAmt018241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER TO NEW VEBA -135,451
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN VIRNIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN. DIR./TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07635933989
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITY OF GOLDEN VALLEY HRA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CITY
ReturnHeader/Filer/EIN0264436149
ReturnHeader/Filer/PhoneNum07635938000
ReturnHeader/Filer/USAddress/AddressLine1Txt07800 GOLDEN VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0GOLDEN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055427
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411620961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEWIS KISCH & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 SOUTH FRONTAGE ROAD SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HASTINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550332489
ReturnHeader/PreparerPersonGrp/PhoneNum06514373356
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA R MULVIHILL
ReturnHeader/ReturnTs02023-07-31T11:23:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VIRNIG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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