Civic Intelligence

Northern School District Tr Nsdt

EIN 39-1500407 • 501(c)9 • Ashland, WI

Profile

Provide health insurance, dental insurance and 125 benefits to school districts and CESA 12.

618 Beaser AvenueAshland, WI 54806
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

49th percentile

6.0%

Faster asset growth than 49% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-11%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,505,501

Up $423,534 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,505,501

Up $423,534 (+6.0%) from 2023

Revenue

Down

$19,557,732

Down $2,504,891 (-11%) from 2023

Expenses

Down

$19,505,354

Down $1,354,135 (-6.5%) from 2023

Net Income

Down

$52,378

Down $1,150,756 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $5,545,465Liabilities 2012: $2,250Net Assets 2012: $5,543,2152012Assets 2013: $7,111,791Liabilities 2013: $2,500Net Assets 2013: $7,109,2912013Assets 2014: $8,023,309Liabilities 2014: $2,000Net Assets 2014: $8,021,3092014Assets 2015: $8,348,301Liabilities 2015: $2,000Net Assets 2015: $8,346,3012015Assets 2016: $8,536,720Liabilities 2016: $2,000Net Assets 2016: $8,534,7202016Assets 2017: $8,953,834Liabilities 2017: $2,000Net Assets 2017: $8,951,8342017Assets 2018: $7,724,695Liabilities 2018: $2,000Net Assets 2018: $7,722,6952018Assets 2019: $7,020,599Liabilities 2019: $0Net Assets 2019: $7,020,5982019Assets 2020: $6,356,809Liabilities 2020: $2,234Net Assets 2020: $6,354,5752020Assets 2021: $7,100,055Liabilities 2021: $0Net Assets 2021: $7,100,0552021Assets 2022: $7,867,028Liabilities 2022: $0Net Assets 2022: $7,867,0282022Assets 2023: $7,081,967Liabilities 2023: $0Net Assets 2023: $7,081,9672023Assets 2024: $7,505,501Liabilities 2024: $0Net Assets 2024: $7,505,5012024

Highlighted filing

2024

Assets$7,505,501
Liabilities$0
Net Assets$7,505,501

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2012: $8,335,021Expenses 2012: $8,045,878Net Income 2012: $289,1432012Revenue 2013: $8,484,067Expenses 2013: $6,908,165Net Income 2013: $1,575,9022013Revenue 2014: $7,116,332Expenses 2014: $6,204,314Net Income 2014: $912,0182014Revenue 2015: $7,569,330Expenses 2015: $7,244,339Net Income 2015: $324,9912015Revenue 2016: $9,576,862Expenses 2016: $8,886,333Net Income 2016: $690,5292016Revenue 2017: $13,630,683Expenses 2017: $13,715,679Net Income 2017: -$84,9962017Revenue 2018: $14,314,329Expenses 2018: $15,514,815Net Income 2018: -$1,200,4862018Revenue 2019: $16,673,686Expenses 2019: $17,406,435Net Income 2019: -$732,7492019Revenue 2020: $17,330,788Expenses 2020: $17,735,814Net Income 2020: -$405,0262020Revenue 2021: $19,700,380Expenses 2021: $18,954,900Net Income 2021: $745,4802021Revenue 2022: $21,626,733Expenses 2022: $17,659,829Net Income 2022: $3,966,9042022Revenue 2023: $22,062,623Expenses 2023: $20,859,489Net Income 2023: $1,203,1342023Revenue 2024: $19,557,732Expenses 2024: $19,505,354Net Income 2024: $52,3782024

Highlighted filing

2024

Revenue$19,557,732
Expenses$19,505,354
Net Income$52,378

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$19.6$19.5$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$22.1$20.9$1.20
2022Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$21.6$17.7$3.97
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.10$0.00$7.10$19.7$19.0$0.75
2020Summary only. Only limited summary data is available for this year.$6.36$0.00$6.35$17.3$17.7$0.41
2019Summary only. Only limited summary data is available for this year.$7.02$0.00$7.02$16.7$17.4$0.73
2018Summary only. Only limited summary data is available for this year.$7.72$0.00$7.72$14.3$15.5$1.20
2017Summary only. Only limited summary data is available for this year.$8.95$0.00$8.95$13.6$13.7$0.08
2016Summary only. Only limited summary data is available for this year.$8.54$0.00$8.53$9.58$8.89$0.69
2015Summary only. Only limited summary data is available for this year.$8.35$0.00$8.35$7.57$7.24$0.32
2014Summary only. Only limited summary data is available for this year.$8.02$0.00$8.02$7.12$6.20$0.91
2013Summary only. Only limited summary data is available for this year.$7.11$0.00$7.11$8.48$6.91$1.58
2012Summary only. Only limited summary data is available for this year.$5.55$0.00$5.54$8.34$8.05$0.29
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 5, 2023
Return Version
2021v4.0
Gross Receipts
$21,626,733
Mission and Program Overview

Mission

Provide health insurance, dental insurance and 125 benefits to school districts and CESA 12.

Provide Health insurance, dental insurance, and flexible beneifts plans to area school districts while allowing them to maintain a fund balance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,547,976$6,989,239▲ $441,263
Cap Stk Tr Prin Current Funds$6,073,328$5,878,796▼ $194,532
Rtn Earn Endowment Incm Other Fnds$1,026,727$1,988,232▲ $961,505
Accounts Receivable$552,079$877,789▲ $325,710
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$7,100,055$7,867,028▲ $766,973
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,100,055$7,867,028▲ $766,973
Total Liabilities and Net Assets / Fund Balance$7,100,055$7,867,028▲ $766,973
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bonnie StegmanTrustee
Janet KozeneskiTrustee
LeeAnn GarayTrustee
Lexi WittTrustee
Mark HoeflingTrustee
Rachele WatsonTrustee
Joanne LongAdminstrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,571,951
Investment Income
$54,782
Other Revenue
$0
Change in Net Assets
$3,966,904

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,626,733
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$21,626,733
Total Revenue per Form 990
$21,626,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,990,734
Salaries, Compensation, and Employee Benefits$32,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,636,735
Other Expenses---$2,776,456
Insurance---$23,896
Other Salaries and Wages---$22,455
Other Employee Benefits---$8,418
Pension Plan Contributions---$1,487
Office Expenses---$662
Advertising---$499
Total Functional Expenses$0$0$0$17,659,829

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,659,829
Total Expenses per Audited Statements$17,659,829
Total Expenses per Form 990$17,659,829
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

Board of Trustees meets annually in April, before the 990 is filed.

Form 990, Part VI, Section C, Line 19

Governing documents and conflict of interest policies of the fiscal agent, CESA #12, are maintained at our office and available upon request per Open Records Laws and Regulations. This also applies to financial statements, however, participant districts received financial reports quarterly and trustees receive financial and audit documents annually.

Filing and Contact Details

Filer

Filer Name
Northern School District Tr Nsdt
EIN
39-1500407
Phone
7156851833
Address
618 Beaser Avenue, Ashland, WI 54806

Signing Officer

Name
Joanne Long
Title
Fiscal Coordinator
Phone
7156851833
Signed
2023-05-05

Organization Details

Principal Officer
Joanne Long
Formed
1984
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0
Raw XML Appendix348 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/AccountantCompileOrReviewInd01
IRS990/AccountsReceivableGrp/BOYAmt0552079
IRS990/AccountsReceivableGrp/EOYAmt0877789
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide Health insurance, dental insurance, and flexible beneifts plans to area school districts while allowing them to maintain a fund balance.
IRS990/AdvertisingGrp/TotalAmt0499
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt014636735
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Northern School District Trust
IRS990/BooksInCareOfDetail/PhoneNum07156881833
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0618 Beaser Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ashland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054806
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt06073328
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05878796
IRS990/CashNonInterestBearingGrp/BOYAmt06547976
IRS990/CashNonInterestBearingGrp/EOYAmt06989239
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt014636735
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt054782
IRS990/CYOtherExpensesAmt02990734
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021571951
IRS990/CYRevenuesLessExpensesAmt03966904
IRS990/CYSalariesCompEmpBnftPaidAmt032360
IRS990/CYTotalExpensesAmt017659829
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021626733
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Self Insurance Trust to provide dental benefits for school districts and CESA 12.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01369248
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Bonnie Stegman
IRS990/Form990PartVIISectionAGrp/PersonNm1Lexi Witt
IRS990/Form990PartVIISectionAGrp/PersonNm2Rachele Watson
IRS990/Form990PartVIISectionAGrp/PersonNm3LeeAnn Garay
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Hoefling
IRS990/Form990PartVIISectionAGrp/PersonNm5Janet Kozeneski
IRS990/Form990PartVIISectionAGrp/PersonNm6Joanne Long
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Adminstrator
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt021626733
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/TotalAmt023896
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054782
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054782
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide health insurance, dental insurance and 125 benefits to school districts and CESA 12.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07100055
IRS990/NetAssetsOrFundBalancesEOYAmt07867028
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3199931
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0662
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08418
IRS990/OtherExpensesGrp/Desc0Third Party Admin Fees
IRS990/OtherExpensesGrp/Desc1Stop Loss Fees
IRS990/OtherExpensesGrp/TotalAmt0189221
IRS990/OtherExpensesGrp/TotalAmt12776456
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt022455
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01487
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Joanne Long
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Self Insurance Trust Premiums
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021571951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021571951
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Self Insurance Trust to provide health benefits for school districts and CESA 12
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016224809
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019988038
IRS990/ProgSrvcAccomActy3Grp/Desc0Self Insurance Trust to provide 125 benefits for school districts and CESA 12.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt065772
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt065541
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017100883
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt076920
IRS990/PYOtherExpensesAmt01822901
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt019623460
IRS990/PYRevenuesLessExpensesAmt0745480
IRS990/PYSalariesCompEmpBnftPaidAmt031116
IRS990/PYTotalExpensesAmt018954900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019700380
IRS990/ReconcilationRevenueExpnssAmt03966904
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01573153
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01026727
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01988232
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017659829
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021626733
IRS990ScheduleD/TotalExpensesPerForm990Amt017659829
IRS990ScheduleD/TotalRevenuePerForm990Amt021626733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021626733
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017659829
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board of Trustees meets annually in April, before the 990 is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and conflict of interest policies of the fiscal agent, CESA #12, are maintained at our office and available upon request per Open Records Laws and Regulations. This also applies to financial statements, however, participant districts received financial reports quarterly and trustees receive financial and audit documents annually.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07100055
IRS990/TotalAssetsEOYAmt07867028
IRS990/TotalAssetsGrp/BOYAmt07100055
IRS990/TotalAssetsGrp/EOYAmt07867028
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017659829
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07100055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07867028
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt017659829
IRS990/TotalProgramServiceRevenueAmt021571951
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021626733
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021626733
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07100055
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07867028
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0618 Beaser Avenue
IRS990/USAddress/CityNm0Ashland
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054806
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Our audit was not finalized until mid-February. I did file a Form 8868 allwng me until May 15th to file the 990.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joanne Long
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fiscal Coordinator
ReturnHeader/BusinessOfficerGrp/PhoneNum07156851833
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHERN SCHOOL DISTRICT TR NSDT
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0391500407
ReturnHeader/Filer/PhoneNum07156851833
ReturnHeader/Filer/USAddress/AddressLine1Txt0618 Beaser Avenue
ReturnHeader/Filer/USAddress/CityNm0Ashland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054806
ReturnHeader/ReturnTs02023-05-05T11:35:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.