Civic Intelligence

Metropolitan Council Hra Plan 12610220

990 • Fiscal year 2016 • EIN 26-6028266

Jan 01, 2016 to Dec 31, 2016 • Filed on May 06, 2017

PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8287

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$1,433

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,306,533

Up $559,159 (+20%) from 2015

Net Assets

Up

$3,306,533

Up $559,159 (+20%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$2,134,164

Up $363,201 (+21%) from 2015

Expenses

Up

$1,575,006

Up $202,126 (+15%) from 2015

Net Income

Up

$559,158

Up $161,075 (+40%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $779,820Liabilities 2010: $0Net Assets 2010: $779,8202010Assets 2011: $1,039,706Liabilities 2011: $0Net Assets 2011: $1,039,7062011Assets 2012: $1,315,266Liabilities 2012: $0Net Assets 2012: $1,315,2662012Assets 2013: $1,893,411Liabilities 2013: $0Net Assets 2013: $1,893,4112013Assets 2015: $2,747,374Liabilities 2015: $0Net Assets 2015: $2,747,3742015Assets 2016: $3,306,533Liabilities 2016: $0Net Assets 2016: $3,306,5332016Assets 2018: $5,187,693Liabilities 2018: $0Net Assets 2018: $5,187,6932018Assets 2019: $6,390,772Liabilities 2019: $0Net Assets 2019: $6,390,7722019Assets 2020: $7,683,957Liabilities 2020: $0Net Assets 2020: $7,683,9572020Assets 2021: $8,647,099Liabilities 2021: $0Net Assets 2021: $8,647,0992021Assets 2022: $9,580,771Liabilities 2022: $0Net Assets 2022: $9,580,7712022Assets 2023: $10,967,779Liabilities 2023: $0Net Assets 2023: $10,967,7792023Assets 2024: $12,275,737Liabilities 2024: $0Net Assets 2024: $12,275,7372024

Highlighted filing

2016

Assets$3,306,533
Liabilities$0
Net Assets$3,306,533

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $393,5782010Expenses 2011: $646,3852011Expenses 2012: $776,3632012Revenue 2013: $1,606,570Expenses 2013: $1,028,425Net Income 2013: $578,1452013Revenue 2015: $1,770,963Expenses 2015: $1,372,880Net Income 2015: $398,0832015Revenue 2016: $2,134,164Expenses 2016: $1,575,006Net Income 2016: $559,1582016Revenue 2018: $3,117,711Expenses 2018: $2,103,023Net Income 2018: $1,014,6882018Revenue 2019: $3,652,648Expenses 2019: $2,451,409Net Income 2019: $1,201,2392019Revenue 2020: $3,709,670Expenses 2020: $2,423,063Net Income 2020: $1,286,6072020Revenue 2021: $3,762,482Expenses 2021: $2,799,340Net Income 2021: $963,1422021Revenue 2022: $3,879,790Expenses 2022: $2,916,655Net Income 2022: $963,1352022Revenue 2023: $4,400,576Expenses 2023: $2,946,492Net Income 2023: $1,454,0842023Revenue 2024: $4,794,833Expenses 2024: $3,490,250Net Income 2024: $1,304,5832024

Highlighted filing

2016

Revenue$2,134,164
Expenses$1,575,006
Net Income$559,158
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 6, 2017
Return Version
2016v3.0
Gross Receipts
$2,134,164
Mission and Program Overview

Mission

The organization is a voluntary employees beneficiary association established for the purpose of funding health reimbursement arrangement accounts for eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,747,374$3,306,533▲ $559,159
Rtn Earn Endowment Incm Other Fnds$2,747,374$3,306,533▲ $559,159
Total Assets$2,747,374$3,306,533▲ $559,159
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,747,374$3,306,533▲ $559,159
Total Liabilities and Net Assets / Fund Balance$2,747,374$3,306,533▲ $559,159
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Institutional Trustee$1,433$1,433
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,134,058
Investment Income
$106
Other Revenue
$0
Change in Net Assets
$559,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,433
Other Expenses$25
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,573,548--$1,573,548
Other Employee Benefits-$1,433-$1,433
Other Expenses-$25-$25
Total Functional Expenses$1,573,548$1,458$0$1,575,006
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 11-description of Process for Review

No review was or will be conducted

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Metropolitan Council Hra Plan
EIN
26-6028266
Phone
6514668287
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668287
Signed
2017-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Mn
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix222 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/GrossAmountSalesAssetsGrp/SecuritiesAmt080
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt03306533
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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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.$12.3$0.00$12.3$4.79$3.49$1.30
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$4.40$2.95$1.45
2022Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$3.88$2.92$0.96
2021Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$3.76$2.80$0.96
2020Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$3.71$2.42$1.29
2019Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$3.65$2.45$1.20
2018Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$3.12$2.10$1.01
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.13$1.58$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.77$1.37$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.61$1.03$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.39