Liabilities / Assets
36th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
36th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
39th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$1,459,898
Down $33,127 (-2.2%) from 2012
Net Assets
Down$1,459,898
Down $33,127 (-2.2%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue
$449,279
No earlier filing loaded for comparison.
Expenses
Up$482,406
Up $90,415 (+23%) from 2012
Net Income
-$33,127
No earlier filing loaded for comparison.
To fund reimbursement of medical expenses under Health Reimbursement arrangement.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $1,493,025 | $1,459,898 | ▼ $33,127 |
| Savings and Temporary Cash Investments | $1,465,371 | $1,349,114 | ▼ $116,257 |
| Investments in Publicly Traded Securities | $27,654 | $110,784 | ▲ $83,130 |
| Total Assets | $1,493,025 | $1,459,898 | ▼ $33,127 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,493,025 | $1,459,898 | ▼ $33,127 |
| Total Liabilities and Net Assets / Fund Balance | $1,493,025 | $1,459,898 | ▼ $33,127 |
| Name | Title |
|---|---|
| MG Trust Company LLC | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $0 |
| Other Expenses | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $482,406 | - | - | $482,406 |
| Total Functional Expenses | $482,406 | $0 | $0 | $482,406 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The participants of the health reimbursement arragement funded by the organization are members of the organization.”
“The participants of the HRA are members of the organization and they direct the investments of their accounts under the HRA.”
“The plan administrator, on behalf of the trustee, reviews the Form 990 based upon the financial records for the organization and executes it.”
“MG Trust Company LLC 700 17th Street, Ste 200, Denver CO 80202”
“The 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.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To fund reimbursement of medical expenses under Health Reimbursement arrangement. |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 482406 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 482406 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MG Trust Company LLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7637653011 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 700 17th Street Ste 200 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Denver |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | CO |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 80202 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 1493025 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 1459898 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 482406 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 21716 |
| IRS990/CYOtherExpensesAmt | 0 | 0 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 427563 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -33127 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 482406 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 449279 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | Health reimbursement arrangement funded by organization paid out funds to participants who received medical care in the amount of $482,406. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 482406 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MG Trust Company LLC |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2005 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 449279 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 21716 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 21716 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 27654 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 110784 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To fund reimbursement of medical expenses under Health Reimbursement arrangement. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1493025 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1459898 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employer Contrib |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 427563 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 427563 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 391991 |
| IRS990/PYInvestmentIncomeAmt | 0 | 5006 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 475805 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 88820 |
| IRS990/PYTotalExpensesAmt | 0 | 391991 |
| IRS990/PYTotalRevenueAmt | 0 | 480811 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -33127 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 449279 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1465371 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1349114 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The participants of the health reimbursement arragement funded by the organization are members of the organization. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The participants of the HRA are members of the organization and they direct the investments of their accounts under the HRA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The plan administrator, on behalf of the trustee, reviews the Form 990 based upon the financial records for the organization and executes it. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MG Trust Company LLC 700 17th Street, Ste 200, Denver CO 80202 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Officer director etc mailing address Part VI line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Governing documents etc available to public Part VI line 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1493025 |
| IRS990/TotalAssetsEOYAmt | 0 | 1459898 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1493025 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1459898 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 482406 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 482406 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1493025 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1459898 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 482406 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 427563 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 21716 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 427563 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 449279 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1493025 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1459898 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Roxanne Omelewike |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Auditor |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7637653011 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Sherburne County HRA Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHER |
| ReturnHeader/Filer/EIN | 0 | 320168724 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 13880 Highway 10 |
| ReturnHeader/Filer/USAddress/City | 0 | Elk River |
| ReturnHeader/Filer/USAddress/State | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 55330 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411981546 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Margaret M Benson LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 3470 Washington Drive Suite 209 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Eagan |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 55122 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6514058337 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Margaret Benson |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2014-11-14T14:13:32-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.