Civic Intelligence

Cooperative Group Benefit Trust

990EZ • Fiscal year 2023 • EIN 31-1306485

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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4001 Lexington Ave NArden Hills, MN 55126-2998

(614) 766-5800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$83,432

Down $2,503,146 (-97%) from 2020

Net Assets

Down

$83,432

Down $2,503,146 (-97%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,348

Down $182,343 (-90%) from 2020

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $6,269,890Liabilities 2012: $2,680,304Net Assets 2012: $3,589,5862012Assets 2013: $7,469,388Liabilities 2013: $4,923,229Net Assets 2013: $2,546,1592013Assets 2014: $10,706,903Liabilities 2014: $4,118,873Net Assets 2014: $6,588,0302014Assets 2015: $13,808,964Liabilities 2015: $3,429,169Net Assets 2015: $10,379,7952015Assets 2016: $15,160,945Liabilities 2016: $3,535,346Net Assets 2016: $11,625,5992016Assets 2017: $15,042,439Liabilities 2017: $4,412,423Net Assets 2017: $10,630,0162017Assets 2018: $12,308,725Liabilities 2018: $4,057,313Net Assets 2018: $8,251,4122018Assets 2019: $9,122,428Liabilities 2019: $6,326,587Net Assets 2019: $2,795,8412019Assets 2020: $2,586,578Liabilities 2020: $0Net Assets 2020: $2,586,5782020Assets 2023: $83,432Net Assets 2023: $83,4322023Assets 2024: $79,637Net Assets 2024: $79,6372024

Highlighted filing

2023

Assets$83,432
Liabilities-
Net Assets$83,432

Operations Trend

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

$40M$20M$0-$20MExpenses 2012: $26,314,3272012Revenue 2013: $30,479,700Expenses 2013: $31,523,127Net Income 2013: -$1,043,4272013Revenue 2014: $32,388,667Expenses 2014: $28,346,796Net Income 2014: $4,041,8712014Revenue 2015: $29,690,642Expenses 2015: $25,898,877Net Income 2015: $3,791,7652015Revenue 2016: $30,151,213Expenses 2016: $28,919,385Net Income 2016: $1,231,8282016Revenue 2017: $26,251,694Expenses 2017: $27,211,869Net Income 2017: -$960,1752017Revenue 2018: $30,770,469Expenses 2018: $33,126,829Net Income 2018: -$2,356,3602018Revenue 2019: $31,967,842Expenses 2019: $37,447,864Net Income 2019: -$5,480,0222019Revenue 2020: $49,363Expenses 2020: $202,691Net Income 2020: -$153,3282020Expenses 2023: $20,3482023Expenses 2024: $3,7952024

Highlighted filing

2023

Revenue-
Expenses$20,348
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.0
Mission and Program Overview

Mission

The organization was a multiple employer welfare arrangement (mewa) which provided medical, dental, vision and life insurance for its participating members. The plan was terminated december 31, 2019, accordingly, no new claims will be paid from the plan after this date. However the plan remained open to pay (1) runout claims incurred prior to december 31, 2019 (2) distribute remaining funds to member groups to cover employee benefit expenses and (3) pay administrative expenses.

The organization was a multiple employer welfare arrangement (mewa) which provided medical, dental, vision and life insurance for its participating members. The plan was terminated december 31, 2019, accordingly, no new claims will be paid from the plan after this date. However the plan remained open to pay (1) runout claims incurred prior to december 31, 2019 (2) distribute remaining funds to member groups to cover employee beenfit expenses and (3) pay administrative expenses.

Program Services

DescriptionGrantsExpenses
ALL FUNDS ARE SPENT TO ACCOMPLISH THE TRUST'S PURPOSE WHICH IS DESCRIBED IN LINE 1 ABOVE.-$20,348
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE HIRTTrustee-Sec-$0--
SCOTT LOGUETrustee-$0--
GEORGE SECORTrustee-Vice-$0--
HAROLD COOPERTrustee-$0--
JEFF TROIKETrustee-Chai-$0--
DAN BROWNVP, Administ-$0--
Filing and Contact Details

Filer

Filer Name
Cooperative Group Benefit Trust
EIN
31-1306485
Phone
6147665800
Address
4001 LEXINGTON AVE N, ARDEN HILLS, MN 55126-2998

Signing Officer

Name
Jeff Troike
Title
Trustee-chairman
Phone
6147665800
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Hirth Norris & Garrison Llp
Address
2425 OLD STRINGTOWN ROAD, GROVE CITY, OH 43123-2919
Preparer
Timothy R Harris
Phone
6148750803
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses plan administration 6,095 total 6,095

Form 990-ez, Part III

The organization was a multiple employer welfare arrangement (mewa) which provided medical, dental, vision and life insurance for its participating members. The plan was terminated december 31, 2019, accordingly, no new claims will be paid from the plan after this date. However the plan remained open to pay (1) runout claims incurred prior to december 31, 2019 (2) distribute remaining funds to member groups to cover employee beenfit expenses and (3) pay administrative expenses.

Raw XML Appendix103 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt013252
IRS990EZ/BooksInCareOfDetail/PersonNm0DAN BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum06147665800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04789 RINGS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20348
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01001
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083432
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083432
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE HIRT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT LOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE SECOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAROLD COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF TROIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE-SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE-VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE-CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP, ADMINIST
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06095
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) WHICH PROVIDED MEDICAL, DENTAL, VISION AND LIFE INSURANCE FOR ITS PARTICIPATING MEMBERS. THE PLAN WAS TERMINATED DECEMBER 31, 2019, ACCORDINGLY, NO NEW CLAIMS WILL BE PAID FROM THE PLAN AFTER THIS DATE. HOWEVER THE PLAN REMAINED OPEN TO PAY (1) RUNOUT CLAIMS INCURRED PRIOR TO DECEMBER 31, 2019 (2) DISTRIBUTE REMAINING FUNDS TO MEMBER GROUPS TO COVER EMPLOYEE BEENFIT EXPENSES AND (3) PAY ADMINISTRATIVE EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL FUNDS ARE SPENT TO ACCOMPLISH THE TRUST'S PURPOSE WHICH IS DESCRIBED IN LINE 1 ABOVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020348
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020348
IRS990EZ/TotalProgramServiceExpensesAmt020348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PLAN ADMINISTRATION 6,095 TOTAL 6,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WAS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) WHICH PROVIDED MEDICAL, DENTAL, VISION AND LIFE INSURANCE FOR ITS PARTICIPATING MEMBERS. THE PLAN WAS TERMINATED DECEMBER 31, 2019, ACCORDINGLY, NO NEW CLAIMS WILL BE PAID FROM THE PLAN AFTER THIS DATE. HOWEVER THE PLAN REMAINED OPEN TO PAY (1) RUNOUT CLAIMS INCURRED PRIOR TO DECEMBER 31, 2019 (2) DISTRIBUTE REMAINING FUNDS TO MEMBER GROUPS TO COVER EMPLOYEE BEENFIT EXPENSES AND (3) PAY ADMINISTRATIVE EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF TROIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06147665800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COOPERATIVE GROUP BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COOP
ReturnHeader/Filer/EIN0311306485
ReturnHeader/Filer/PhoneNum06147665800
ReturnHeader/Filer/USAddress/AddressLine1Txt04001 LEXINGTON AVE N
ReturnHeader/Filer/USAddress/CityNm0ARDEN HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551262998
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311158488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIRTH NORRIS & GARRISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 OLD STRINGTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROVE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431232919
ReturnHeader/PreparerPersonGrp/PhoneNum06148750803
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY R HARRIS
ReturnHeader/ReturnTs02024-11-08T09:13:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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