Civic Intelligence

Benton County Hra 1050000380

EIN 32-0109760 • 501(c)9 • Eagan, MN

Profile

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

1750 Yankee Doodle Road S140Eagan, MN 55121

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

80th percentile

0.00x

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

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

Net Margin

44th percentile

-30%

Higher net margin than 44% 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

46th percentile

-40%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Down

$0

Down $693,174 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $693,174 (-100%) from 2021

Revenue

Down

$139,513

Down $94,194 (-40%) from 2021

Expenses

Down

$181,343

Down $123,401 (-40%) from 2021

Net Income

Up

-$41,830

Up $29,207 (+41%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $309,084Liabilities 2010: $0Net Assets 2010: $309,0842010Assets 2011: $450,387Liabilities 2011: $0Net Assets 2011: $450,3872011Assets 2012: $555,913Liabilities 2012: $0Net Assets 2012: $555,9132012Assets 2013: $655,558Liabilities 2013: $0Net Assets 2013: $655,5582013Assets 2015: $770,617Liabilities 2015: $0Net Assets 2015: $770,6172015Assets 2016: $777,696Liabilities 2016: $0Net Assets 2016: $777,6962016Assets 2017: $830,334Liabilities 2017: $0Net Assets 2017: $830,3342017Assets 2018: $817,483Liabilities 2018: $0Net Assets 2018: $817,4832018Assets 2019: $775,722Liabilities 2019: $0Net Assets 2019: $775,7222019Assets 2020: $759,725Liabilities 2020: $0Net Assets 2020: $759,7252020Assets 2021: $693,174Liabilities 2021: $0Net Assets 2021: $693,1742021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $214,2202010Expenses 2011: $317,5812011Expenses 2012: $353,5212012Revenue 2013: $463,762Expenses 2013: $364,117Net Income 2013: $99,6452013Revenue 2015: $362,466Expenses 2015: $330,426Net Income 2015: $32,0402015Revenue 2016: $341,062Expenses 2016: $333,983Net Income 2016: $7,0792016Revenue 2017: $331,443Expenses 2017: $278,805Net Income 2017: $52,6382017Revenue 2018: $297,424Expenses 2018: $308,693Net Income 2018: -$11,2692018Revenue 2019: $277,805Expenses 2019: $321,989Net Income 2019: -$44,1842019Revenue 2020: $258,911Expenses 2020: $282,106Net Income 2020: -$23,1952020Revenue 2021: $233,707Expenses 2021: $304,744Net Income 2021: -$71,0372021Revenue 2022: $139,513Expenses 2022: $181,343Net Income 2022: -$41,8302022

Highlighted filing

2022

Revenue$139,513
Expenses$181,343
Net Income-$41,830

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.40$1.81$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$2.34$3.05$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$2.59$2.82$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.00$7.76$2.78$3.22$0.44
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.17$0.00$8.17$2.97$3.09$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.30$0.00$8.30$3.31$2.79$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$3.41$3.34$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$3.62$3.30$0.32
2013Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$4.64$3.64$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.00$5.56$3.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.00$4.50$3.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$2.14
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$277,805
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$817,483$775,722▼ $41,761
Savings and Temporary Cash Investments$807,616$726,000▼ $81,616
Investments in Publicly Traded Securities$9,867$49,722▲ $39,855
Total Assets$817,483$775,722▼ $41,761
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$817,483$775,722▼ $41,761
Total Liabilities and Net Assets / Fund Balance$817,483$775,722▼ $41,761
Compensation and Service Providers

Board Members and Trustees

NameTitle
FurtherTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$271,813
Investment Income
$5,992
Other Revenue
$0
Change in Net Assets
$-44,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,624
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---$318,365
Fees for Services Other---$3,624
Total Functional Expenses$0$0$0$321,989
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
Backup withholding compliance
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 11B

The entity filing this form 990 is a health reimbursement account (hra), organized under section 501(c)(9) of the internal revenue code. The organization is govered by a trustee, a plan administrator, and the governing body of benton county. The organization does not have a formal organizational structure, as it has no employees and is managed entirely by the above-mentioned parties.

Form 990, Page 6, Part VI, Line 19

The entity does not have governing documents, a conflict of interest policy, or financial statements that are available to the public.

Filing and Contact Details

Filer

Filer Name
Benton County Hra 1050000380
EIN
32-0109760
Address
1750 YANKEE DOODLE ROAD S140, EAGAN, MN 55121

Signing Officer

Name
Johanna Mattson
Title
Hr Director
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johanna Mattson
Formed
2004
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Lewis Kisch & Associates Ltd
Address
1125 SOUTH FRONTAGE ROAD SUITE 1, HASTINGS, MN 55033-2489
Preparer
Samantha R Mulvihill
Phone
6514373356
Raw XML Appendix208 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE CERTAIN EMPLOYEES WITH AN OPPORTUNITY TO RECEIVE REIMBURSEMENT FOR CERTAIN HEALTH CARE EXPENSES.
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt0318365
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FURTHER
IRS990/BooksInCareOfDetail/PhoneNum06516627431
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 YANKEE DOODLE ROAD S140
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAGAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055121
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0817483
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0775722
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0318365
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05992
IRS990/CYOtherExpensesAmt03624
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0271813
IRS990/CYRevenuesLessExpensesAmt0-44184
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0321989
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0277805
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH BENEFITS PAID TO MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/TotalAmt03624
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0FURTHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0277805
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05992
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05992
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09867
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049722
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE CERTAIN EMPLOYEES WITH AN OPPORTUNITY TO RECEIVE REIMBURSEMENT FOR CERTAIN HEALTH CARE EXPENSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0817483
IRS990/NetAssetsOrFundBalancesEOYAmt0775722
IRS990/NetUnrlzdGainsLossesInvstAmt02423
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHANNA MATTSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0271813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0271813
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0302566
IRS990/PYInvestmentIncomeAmt011139
IRS990/PYOtherExpensesAmt06127
IRS990/PYProgramServiceRevenueAmt0286285
IRS990/PYRevenuesLessExpensesAmt0-11269
IRS990/PYTotalExpensesAmt0308693
IRS990/PYTotalRevenueAmt0297424
IRS990/ReconcilationRevenueExpnssAmt0-44184
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0807616
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0726000
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTITY FILING THIS FORM 990 IS A HEALTH REIMBURSEMENT ACCOUNT (HRA), ORGANIZED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS GOVERED BY A TRUSTEE, A PLAN ADMINISTRATOR, AND THE GOVERNING BODY OF BENTON COUNTY. THE ORGANIZATION DOES NOT HAVE A FORMAL ORGANIZATIONAL STRUCTURE, AS IT HAS NO EMPLOYEES AND IS MANAGED ENTIRELY BY THE ABOVE-MENTIONED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY DOES NOT HAVE GOVERNING DOCUMENTS, A CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS THAT ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0817483
IRS990/TotalAssetsEOYAmt0775722
IRS990/TotalAssetsGrp/BOYAmt0817483
IRS990/TotalAssetsGrp/EOYAmt0775722
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321989
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0817483
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0775722
IRS990/TotalProgramServiceRevenueAmt0271813
IRS990/TotalRevenueGrp/ExclusionAmt05992
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0271813
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277805
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0817483
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0775722
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHANNA MATTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HR DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENTON COUNTY HRA 1050000380
ReturnHeader/Filer/BusinessNameControlTxt0BENT
ReturnHeader/Filer/EIN0320109760
ReturnHeader/Filer/USAddress/AddressLine1Txt01750 YANKEE DOODLE ROAD S140
ReturnHeader/Filer/USAddress/CityNm0EAGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0278968831A9A1A068B5855E846EE9E494E5D6FBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045BD5EF9E6E4FED973E2CB4178ABF60D498FD123
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.229.221
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:29:49
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA R MULVIHILL
ReturnHeader/ReturnTs02020-11-16T09:29:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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