Civic Intelligence

Sherburne County Hra Trust

990 • Fiscal year 2012 • EIN 32-0168724

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 13, 2013

Organization ProfileN/A
13880 Highway 1055330
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2012 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets34th percentile

Assets

$1,493,025

No earlier filing loaded for comparison.

Net Assets

$1,493,025

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$391,991

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,493,025Liabilities 2012: $0Net Assets 2012: $1,493,0252012Assets 2013: $1,459,898Liabilities 2013: $0Net Assets 2013: $1,459,8982013Assets 2014: $1,426,620Liabilities 2014: $0Net Assets 2014: $1,426,6202014Assets 2015: $1,416,482Liabilities 2015: $0Net Assets 2015: $1,416,4822015Assets 2016: $1,426,050Liabilities 2016: $0Net Assets 2016: $1,426,0502016Assets 2017: $1,510,740Liabilities 2017: $0Net Assets 2017: $1,510,7402017Assets 2018: $1,509,681Liabilities 2018: $0Net Assets 2018: $1,509,6812018Assets 2019: $1,544,758Liabilities 2019: $0Net Assets 2019: $1,544,7582019Assets 2020: $1,903,698Liabilities 2020: $0Net Assets 2020: $1,903,6982020Assets 2021: $2,222,149Liabilities 2021: $0Net Assets 2021: $2,222,1492021Assets 2022: $2,479,743Liabilities 2022: $0Net Assets 2022: $2,479,7432022Assets 2023: $2,783,438Liabilities 2023: $0Net Assets 2023: $2,783,4382023Assets 2024: $3,205,466Liabilities 2024: $0Net Assets 2024: $3,205,4662024

Highlighted filing

2012

Assets$1,493,025
Liabilities$0
Net Assets$1,493,025
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $391,9912012Revenue 2013: $449,279Expenses 2013: $482,406Net Income 2013: -$33,1272013Revenue 2014: $420,691Expenses 2014: $453,153Net Income 2014: -$32,4622014Revenue 2015: $438,674Expenses 2015: $441,158Net Income 2015: -$2,4842015Revenue 2016: $451,335Expenses 2016: $444,577Net Income 2016: $6,7582016Revenue 2017: $556,665Expenses 2017: $483,305Net Income 2017: $73,3602017Revenue 2018: $539,022Expenses 2018: $531,101Net Income 2018: $7,9212018Revenue 2019: $603,441Expenses 2019: $586,349Net Income 2019: $17,0922019Revenue 2020: $967,147Expenses 2020: $622,887Net Income 2020: $344,2602020Revenue 2021: $1,051,583Expenses 2021: $747,842Net Income 2021: $303,7412021Revenue 2022: $1,168,208Expenses 2022: $910,614Net Income 2022: $257,5942022Revenue 2023: $1,270,805Expenses 2023: $967,110Net Income 2023: $303,6952023Revenue 2024: $1,551,185Expenses 2024: $1,129,157Net Income 2024: $422,0282024

Highlighted filing

2012

Revenue-
Expenses$391,991
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 13, 2013
Return Version
2012v2.1
Gross Receipts
$480,811
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under Health Reimbursement arrangement.

Filing and Contact Details

Filer

EIN
32-0168724
Raw XML Appendix230 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/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0To fund reimbursement of medical expenses under Health Reimbursement arrangement.
IRS990/BenefitsPaidToMembersCY0391991
IRS990/BenefitsPaidToMembersPriorYear0392344
IRS990/BenefitsToMembers/ProgramServices0391991
IRS990/BenefitsToMembers/Total0391991
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY01404205
IRS990/CapStckTrstPrinCurrentFunds/EOY01493025
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0Health reimbursement arrangement funded by organization and had approximately 457 participants who received medical care in the amount of $391,991.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense0391991
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0MG Trust Company LLC
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0480811
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear05006
IRS990/InvestmentIncome/ExclusionAmount05006
IRS990/InvestmentIncomePriorYear03080
IRS990/InvestmentIncome/TotalRevenueColumn05006
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY056841
IRS990/InvestmentsPubTradedSecurities/EOY027654
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0To fund reimbursement of medical expenses under Health Reimbursement arrangement.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01404205
IRS990/NetAssetsOrFundBalancesEOY01493025
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0true
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear06719
IRS990/OtherExpensesCurrentYear00
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenueCY0475805
IRS990/ProgramServiceRevenue/Description0Employer Contrib
IRS990/ProgramServiceRevenuePriorYear0598318
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0475805
IRS990/ProgramServiceRevenue/TotalRevenueColumn0475805
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses088820
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue0480811
IRS990/RevenuesLessExpensesCY088820
IRS990/RevenuesLessExpensesPriorYear0202335
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY01347364
IRS990/SavingsAndTempCashInvestments/EOY01465371
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0The participants of the health reimbursement arragement funded by the organization are members of the organization.
IRS990ScheduleO/GeneralExplanation/Explanation1The participants of the HRA are members of the organization and they direct the investments of their accounts under the HRA.
IRS990ScheduleO/GeneralExplanation/Explanation2The plan administrator, on behalf of the trustee, reviews the Form 990 based upon the financial records for the organization and executes it.
IRS990ScheduleO/GeneralExplanation/Explanation3MG Trust Company LLC 700 17th Street, Ste 200, Denver CO 80202
IRS990ScheduleO/GeneralExplanation/Explanation4The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/Identifier3O04
IRS990ScheduleO/GeneralExplanation/Identifier4O05
IRS990ScheduleO/GeneralExplanation/ReturnReference0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1Governing body decisions Part VI line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990 governing body review Part VI line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3Officer director etc mailing address Part VI line 9
IRS990ScheduleO/GeneralExplanation/ReturnReference4Governing documents etc available to public Part VI line 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MN
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10700 17th Street Ste 200
IRS990/TheBooksAreInCareOf/AddressUS/City0Denver
IRS990/TheBooksAreInCareOf/AddressUS/State0CO
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode080202
IRS990/TheBooksAreInCareOf/NamePerson0MG Trust Company LLC
IRS990/TheBooksAreInCareOf/TelephoneNumber07637653011
IRS990/TotalAssets/BOY01404205
IRS990/TotalAssetsBOY01404205
IRS990/TotalAssets/EOY01493025
IRS990/TotalAssetsEOY01493025
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0391991
IRS990/TotalExpensesPriorYear0399063
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0391991
IRS990/TotalFunctionalExpenses/Total0391991
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01404205
IRS990/TotalLiabNetAssetsFundBalances/EOY01493025
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY01404205
IRS990/TotalNetAssetsFundBalances/EOY01493025
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0391991
IRS990/TotalProgramServiceRevenue0475805
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0480811
IRS990/TotalRevenue/ExclusionAmount05006
IRS990/TotalRevenuePriorYear0601398
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0475805
IRS990/TotalRevenue/TotalRevenueColumn0480811
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02005
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0320168724
ReturnHeader/Filer/Name/BusinessNameLine10Sherburne County HRA Trust
ReturnHeader/Filer/NameControl0SHER
ReturnHeader/Filer/USAddress/AddressLine1013880 Highway 10
ReturnHeader/Filer/USAddress/City0Elk River
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055330
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-13
ReturnHeader/Officer/Name0Roxanne Chmielewski
ReturnHeader/Officer/Phone07637653011
ReturnHeader/Officer/Title0Human Resourses
ReturnHeader/Preparer/DatePrepared02013-10-05
ReturnHeader/PreparerFirm/EIN0411981546
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Margaret M Benson LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103470 Washington Drive Suite 209
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Eagan
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055122
ReturnHeader/Preparer/Name0Margaret Benson
ReturnHeader/Preparer/Phone06514058337
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-05T14:40:45-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,493,025
Liabilities
$0
Net assets
$1,493,025
Revenue
-
Expenses
$391,991
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$1.55$1.13$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$1.27$0.97$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$1.17$0.91$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$1.05$0.75$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.97$0.62$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.60$0.59$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.54$0.53$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.56$0.48$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.45$0.44$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.44$0.44$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.42$0.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.45$0.48$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$0.39