Civic Intelligence

Trust Inc.

990 • Fiscal year 2022 • EIN 41-0965940

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 04, 2023

9 West Rustic Lodge Avenue SouthMinneapolis, MN 55419

(612) 827-6159

Siviq Scores

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

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$74,309

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

16%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$223,524

Up $71,395 (+47%) from 2021

Net Assets

Up

$213,539

Up $107,951 (+102%) from 2021

Liabilities

Down

$9,985

Down $36,556 (-79%) from 2021

Revenue

Up

$515,087

Up $72,937 (+16%) from 2021

Expenses

Up

$407,136

Up $16,916 (+4.3%) from 2021

Net Income

Up

$107,951

Up $56,021 (+108%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $79,403Liabilities 2011: $31,025Net Assets 2011: $48,3782011Assets 2012: $62,923Liabilities 2012: $32,218Net Assets 2012: $30,7052012Assets 2013: $171,555Liabilities 2013: $12,610Net Assets 2013: $158,9452013Assets 2014: $119,304Liabilities 2014: $12,927Net Assets 2014: $106,3772014Assets 2015: $90,649Liabilities 2015: $8,521Net Assets 2015: $82,1282015Assets 2016: $80,606Liabilities 2016: $33,855Net Assets 2016: $46,7512016Assets 2017: $49,913Liabilities 2017: $44,048Net Assets 2017: $5,8652017Assets 2018: $38,437Liabilities 2018: $26,184Net Assets 2018: $12,2532018Assets 2019: $52,816Liabilities 2019: $32,337Net Assets 2019: $20,4792019Assets 2020: $101,597Liabilities 2020: $47,939Net Assets 2020: $53,6582020Assets 2021: $152,129Liabilities 2021: $46,541Net Assets 2021: $105,5882021Assets 2022: $223,524Liabilities 2022: $9,985Net Assets 2022: $213,5392022Assets 2023: $156,605Liabilities 2023: $19,789Net Assets 2023: $136,8162023Assets 2024: $171,070Liabilities 2024: $13,021Net Assets 2024: $158,0492024

Highlighted filing

2022

Assets$223,524
Liabilities$9,985
Net Assets$213,539

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $412,498Expenses 2011: $433,866Net Income 2011: -$21,3682011Revenue 2012: $387,718Expenses 2012: $405,391Net Income 2012: -$17,6732012Revenue 2013: $536,117Expenses 2013: $407,877Net Income 2013: $128,2402013Revenue 2014: $370,473Expenses 2014: $423,041Net Income 2014: -$52,5682014Revenue 2015: $397,376Expenses 2015: $421,625Net Income 2015: -$24,2492015Revenue 2016: $396,553Expenses 2016: $431,930Net Income 2016: -$35,3772016Revenue 2017: $375,622Expenses 2017: $416,508Net Income 2017: -$40,8862017Revenue 2018: $377,970Expenses 2018: $373,390Net Income 2018: $4,5802018Revenue 2019: $343,371Expenses 2019: $338,087Net Income 2019: $5,2842019Revenue 2020: $367,116Expenses 2020: $333,937Net Income 2020: $33,1792020Revenue 2021: $442,150Expenses 2021: $390,220Net Income 2021: $51,9302021Revenue 2022: $515,087Expenses 2022: $407,136Net Income 2022: $107,9512022Revenue 2023: $434,000Expenses 2023: $510,723Net Income 2023: -$76,7232023Revenue 2024: $597,743Expenses 2024: $576,519Net Income 2024: $21,2242024

Highlighted filing

2022

Revenue$515,087
Expenses$407,136
Net Income$107,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 4, 2023
Return Version
2022v4.1
Gross Receipts
$520,493
Mission and Program Overview

Mission

Services for residents in area.

Services for residents in area

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,204$80,157▼ $7,047
Land, Buildings, and Equipment, Net-$52,239-
Savings and Temporary Cash Investments$30,014$40,035▲ $10,021
Accounts Receivable$34,911$37,093▲ $2,182
Pledges and Grants Receivable-$14,000-
Total Assets$152,129$223,524▲ $71,395
Liabilities
Accounts Payable and Accrued Expenses$46,541$9,985▼ $36,556
Total Liabilities$46,541$9,985▼ $36,556
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,588$213,539▲ $107,951
Total Net Assets Fund Balance$105,588$213,539▲ $107,951
Total Liabilities and Net Assets / Fund Balance$152,129$223,524▲ $71,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary Huttner-weibelExecutive DiFT$74,309$74,309

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$286,785
Program Service Revenue
$231,732
Investment Income
$56
Other Revenue
$-3,486
All Other Contributions
$172,124
Change in Net Assets
$107,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$515,087
Revenue Not Reported on Form 990
$21,000
Total Revenue per Audited Statements
$536,087
Total Revenue per Form 990
$515,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,235
Other Expenses$180,901
Total Fundraising Expense$21,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,749$19,725$5,370$136,844
Current Officers, Directors, Trustees, and Key Employees$46,072$18,577$9,660$74,309
Office Expenses$14,219$10,820$1,353$26,392
Payroll Taxes$11,962$1,970$1,150$15,082
Insurance$9,984$2,963-$12,947
Depreciation Depletion$4,750--$4,750
Information Technology$1,502$1,910-$3,412
Travel$2,842$224-$3,066
Fees for Services Accounting-$3,000-$3,000
Other Expenses$121,221$25$2,944$2,969
Occupancy$1,061$1,042-$2,103
Advertising-$378-$378
Total Functional Expenses$325,362$60,634$21,140$407,136

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$428,136
Expenses per Audited Statements$407,136
Total Expenses per Form 990$407,136
Expenses Not Reported on Form 990$21,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,406
Fundraising Gross Income$1,920
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 draft form 990 goes to the full board for review and approval.

Form 990, Page 6, Part VI, Line 12C

All board members are required to abide by a conflict of interest policy. Any potential conflicts are disclosed to the full board.

Form 990, Page 6, Part VI, Line 15A

The executive director's salary is approved by the board of directors.

Form 990, Page 6, Part VI, Line 15B

The full board approves all compensation.

Form 990, Page 6, Part VI, Line 19

The form 990 is listed on guidestar and upon written request.

Filing and Contact Details

Filer

Filer Name
Trust Inc
EIN
41-0965940
Phone
6128276159
Address
9 WEST RUSTIC LODGE AVENUE SOUTH, MINNEAPOLIS, MN 55419

Signing Officer

Name
Mary Huttner-weibel
Title
Executive Director
Phone
6128276159
Signed
2023-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Huttner-weibel
Formed
1970
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
8
Volunteers
15

Preparer

Firm
La Fayette & Plath Ltd
Address
6625 LYNDALE AVE S STE 516, MINNEAPOLIS, MN 55423-2396
Preparer
Roger D Plath
Phone
6128618366
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Trust could not do its work without the help of its faithful volunteers. Trust's largest program, meals on wheels, relies almost solely on its volunteer drivers. In 2022, 100 volunteers gave 2,130 total volunteer hours. The same is true for our estate sales program, which operates almost completely through the aid of volunteers. Last year, 30 volunteers worked a total of 4,844 hours in service. Trust's other programs and initiatives use volunteers as well, and roughly 35 others assisted the agency in those areas in 2022. All of that equals 165 volunteers for 2022.

Form 990, Page 2, Part III, Line 4D

The year 2022, was one of renewed services for our agency as the world began to emerge into community space at this point in the pandemic. Many of our program participants mobility changed during pandemic, requiring the need for additional services to help them maintain independent living. With the increase of service area as directed by the department of human services to include all of south minneapolis from franklin avenue southward, and the increase of aging adults, our programs and services continues to expand requiring additional staff hours, contract workers and volunteers. Trust inc not only survived but continued to thrive as a valuable resource in south minneapolis.

Raw XML AppendixShowing 400 of 458 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/AccountsPayableAccrExpnssGrp/BOYAmt046541
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09985
IRS990/AccountsReceivableGrp/BOYAmt034911
IRS990/AccountsReceivableGrp/EOYAmt037093
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SERVICES FOR RESIDENTS IN AREA
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0378
IRS990/AdvertisingGrp/TotalAmt0378
IRS990/AllOtherContributionsAmt0172124
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0TRUST INC
IRS990/BooksInCareOfDetail/PhoneNum06128276159
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09 WEST RUSTIC LODGE AVENUE SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055419
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt087204
IRS990/CashNonInterestBearingGrp/EOYAmt080157
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09660
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018577
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt046072
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt074309
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt06189
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0286785
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt056
IRS990/CYOtherExpensesAmt0180901
IRS990/CYOtherRevenueAmt0-3486
IRS990/CYProgramServiceRevenueAmt0231732
IRS990/CYRevenuesLessExpensesAmt0107951
IRS990/CYSalariesCompEmpBnftPaidAmt0226235
IRS990/CYTotalExpensesAmt0407136
IRS990/CYTotalFundraisingExpenseAmt021140
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0515087
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04750
IRS990/DepreciationDepletionGrp/TotalAmt04750
IRS990/Desc0THE TRUST MEALS ON WHEELS PROGRAM DELIVERS HOT, NUTRITIOUS MEALS TO HOMEBOUND SENIORS AND OTHERS WHO QUALIFY FIVE DAYS A WEEK. THE PROGRAM CONTINUED TO DELIVER HOT MEALS AND FROZEN OPTIONS FOR THOSE WHO PREFER. LAST YEAR 100 VOLUNTEERS DELIVERED 30,350 MEALS TO 199 PEOPLE WITHIN TRUST'S SERVICE AREA. THAT EQUATED TO 2,130 TOTAL VOLUNTEER HOURS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0164935
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY CORLETT
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN PEDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM TEN BENSEL
IRS990/Form990PartVIISectionAGrp/PersonNm5DIANE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6CINDY TINTNER
IRS990/Form990PartVIISectionAGrp/PersonNm7KAREN VIRNIG
IRS990/Form990PartVIISectionAGrp/PersonNm8KARLA MCGRAY
IRS990/Form990PartVIISectionAGrp/PersonNm9PETE ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ROXANN METZ
IRS990/Form990PartVIISectionAGrp/PersonNm11MARIE HILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12NANCY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JO MAGNUSON
IRS990/Form990PartVIISectionAGrp/PersonNm14DEB HAUERWAS
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY HUTTNER-WEIBEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1574309
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt06189
IRS990/FundraisingDirectExpensesAmt05406
IRS990/FundraisingGrossIncomeAmt01920
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0108472
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0520493
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01910
IRS990/InformationTechnologyGrp/ProgramServicesAmt01502
IRS990/InformationTechnologyGrp/TotalAmt03412
IRS990/InsuranceGrp/ManagementAndGeneralAmt02963
IRS990/InsuranceGrp/ProgramServicesAmt09984
IRS990/InsuranceGrp/TotalAmt012947
IRS990/InvestmentIncomeGrp/ExclusionAmt056
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04750
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052239
IRS990/LandBldgEquipCostOrOtherBssAmt056989
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SERVICES FOR RESIDENTS IN AREA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0105588
IRS990/NetAssetsOrFundBalancesEOYAmt0213539
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3486
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0105588
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0213539
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01042
IRS990/OccupancyGrp/ProgramServicesAmt01061
IRS990/OccupancyGrp/TotalAmt02103
IRS990/OfficeExpensesGrp/FundraisingAmt01353
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010820
IRS990/OfficeExpensesGrp/ProgramServicesAmt014219
IRS990/OfficeExpensesGrp/TotalAmt026392
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DIRECT COSTS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt0663
IRS990/OtherExpensesGrp/FundraisingAmt12944
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt0121221
IRS990/OtherExpensesGrp/TotalAmt0121884
IRS990/OtherExpensesGrp/TotalAmt12969
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05370
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019725
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0111749
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136844
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01150
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01970
IRS990/PayrollTaxesGrp/ProgramServicesAmt011962
IRS990/PayrollTaxesGrp/TotalAmt015082
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARY HUTTNER-WEIBEL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624210
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0HOME DELIVERED MEALS
IRS990/ProgramServiceRevenueGrp/Desc1ESTATE SALES RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc2CHORE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0171154
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130853
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214891
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0171154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214891
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314834
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST CHORE PROGRAM PROVIDES HOME SERVICES TO SENIORS AND THOSE LIVING WITH A DISABILITY AT A LOWER COST RATE. OVERSEEN BY PROGRAM COORDINATOR, 11 CHORE WORKERS AND VOLUNTEERS PROVIDE HOUSE CLEANING, SNOW REMOVAL, YARDWORK, AND MINOR HOME REPAIRS. THESE SERVICES MAKE IT POSSIBLE FOR PARTICIPANTS TO CONTINUE LIVING SAFELY IN THEIR OWN HOME. THE PROGRAM SERVED 76 PARTICIPANTS LIVING IN SOUTH MINNEAPOLIS DURING 2022.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt055796
IRS990/ProgSrvcAccomActy3Grp/Desc0THE TRUST INC TRANSPORTATION SERVICES PROGRAM PROVIDED ASSISTED RIDES FOR CLIENTS 55+ AND THOSE WITH DISABILITIES. THE PROGRAM PROVIDES RIDES TO GROCERY STORES AND ERRANDS TO LOCAL BUSINESSES, BANKS, CLINICS AND POST OFFICES. WE ALSO PROVIDE TRANSPORTATION TO OUR COMMUNITY INITIATIVES INCLUDING MONTHLY SUNDAY SUPPER, MUSIC PROGRAMS, FLU SHOT CLINICS AND COMMUNITY EVENTS. THOUGH THIS SERVICE, OUR CLIENTS CAN CONTINUE TO LIVE INDEPENDENTLY. OUR PROGRAM SERVICE AREA DOUBLED IN 2022, AS A RESULT OF DIRECTIVE OF THE DEPARTMENT OF HUMAN SERVICES TO EXPAND INTO UNDERSERVED NEIGHBORHOODS IN SOUTH AND SOUTHEAST MINNEAPOLIS. OUR 2022 STAFF HAS INCREASED TO FOUR PART-TIME DRIVERS WHO WORKED A TOTAL OF 1040 HOURS AND THREE VOLUNTEER DRIVERS WHO WORK A TOTAL OF 350 HOURS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt052645
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE YEAR 2022, WAS ONE OF RENEWED SERVICES FOR OUR AGENCY AS THE WORLD BEGAN TO EMERGE INTO COMMUNITY SPACE AT THIS POINT IN THE PANDEMIC. MANY OF OUR PROGRAM PARTICIPANTS MOBILITY CHANGED DURING PANDEMIC, REQUIRING THE NEED FOR ADDITIONAL SERVICES TO HELP THEM MAINTAIN INDEPENDENT LIVING. WITH THE INCREASE OF SERVICE AREA AS DIRECTED BY THE DEPARTMENT OF HUMAN SERVICES TO INCLUDE ALL OF SOUTH MINNEAPOLIS FROM FRANKLIN AVENUE SOUTHWARD, AND THE INCREASE OF AGING ADULTS, OUR PROGRAMS AND SERVICES CONTINUES TO EXPAND REQUIRING ADDITIONAL STAFF HOURS, CONTRACT WORKERS AND VOLUNTEERS. TRUST INC NOT ONLY SURVIVED BUT CONTINUED TO THRIVE AS A VALUABLE RESOURCE IN SOUTH MINNEAPOLIS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt051986
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0164894
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014
IRS990/PYOtherExpensesAmt0203837
IRS990/PYProgramServiceRevenueAmt0277242
IRS990/PYRevenuesLessExpensesAmt051930
IRS990/PYSalariesCompEmpBnftPaidAmt0186383
IRS990/PYTotalExpensesAmt0390220
IRS990/PYTotalRevenueAmt0442150
IRS990/ReconcilationRevenueExpnssAmt0107951
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0286785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0164894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0134278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0168016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0870306
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt084
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01383413
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96820
IRS990ScheduleA/PublicSupportPY170Pct00.92100
IRS990ScheduleA/PublicSupportTotal170Amt0842714
IRS990ScheduleA/SubstantialContributorsTotAmt027592
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0286785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0134278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0168016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0870306
IRS990ScheduleA/TotalSupportAmt0870390
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt021000
IRS990ScheduleD/DonatedServicesUseFcltsAmt021000
IRS990ScheduleD/ExpensesNotReportedAmt021000
IRS990ScheduleD/ExpensesSubtotalAmt0407136
IRS990ScheduleD/RevenueNotReportedAmt021000
IRS990ScheduleD/RevenueSubtotalAmt0515087
IRS990ScheduleD/TotalExpensesPerForm990Amt0407136
IRS990ScheduleD/TotalRevenuePerForm990Amt0515087
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0536087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0428136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST COULD NOT DO ITS WORK WITHOUT THE HELP OF ITS FAITHFUL VOLUNTEERS. TRUST'S LARGEST PROGRAM, MEALS ON WHEELS, RELIES ALMOST SOLELY ON ITS VOLUNTEER DRIVERS. IN 2022, 100 VOLUNTEERS GAVE 2,130 TOTAL VOLUNTEER HOURS. THE SAME IS TRUE FOR OUR ESTATE SALES PROGRAM, WHICH OPERATES ALMOST COMPLETELY THROUGH THE AID OF VOLUNTEERS. LAST YEAR, 30 VOLUNTEERS WORKED A TOTAL OF 4,844 HOURS IN SERVICE. TRUST'S OTHER PROGRAMS AND INITIATIVES USE VOLUNTEERS AS WELL, AND ROUGHLY 35 OTHERS ASSISTED THE AGENCY IN THOSE AREAS IN 2022. ALL OF THAT EQUALS 165 VOLUNTEERS FOR 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE YEAR 2022, WAS ONE OF RENEWED SERVICES FOR OUR AGENCY AS THE WORLD BEGAN TO EMERGE INTO COMMUNITY SPACE AT THIS POINT IN THE PANDEMIC. MANY OF OUR PROGRAM PARTICIPANTS MOBILITY CHANGED DURING PANDEMIC, REQUIRING THE NEED FOR ADDITIONAL SERVICES TO HELP THEM MAINTAIN INDEPENDENT LIVING. WITH THE INCREASE OF SERVICE AREA AS DIRECTED BY THE DEPARTMENT OF HUMAN SERVICES TO INCLUDE ALL OF SOUTH MINNEAPOLIS FROM FRANKLIN AVENUE SOUTHWARD, AND THE INCREASE OF AGING ADULTS, OUR PROGRAMS AND SERVICES CONTINUES TO EXPAND REQUIRING ADDITIONAL STAFF HOURS, CONTRACT WORKERS AND VOLUNTEERS. TRUST INC NOT ONLY SURVIVED BUT CONTINUED TO THRIVE AS A VALUABLE RESOURCE IN SOUTH MINNEAPOLIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DRAFT FORM 990 GOES TO THE FULL BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE REQUIRED TO ABIDE BY A CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS ARE DISCLOSED TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FULL BOARD APPROVES ALL COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FORM 990 IS LISTED ON GUIDESTAR AND UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0152129
IRS990/TotalAssetsEOYAmt0223524
IRS990/TotalAssetsGrp/BOYAmt0152129
IRS990/TotalAssetsGrp/EOYAmt0223524
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0286785
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021140
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0325362
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407136
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.13$1.58$5.98$5.77$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.20$1.37$4.34$5.11$0.77
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.10$2.14$5.15$4.07$1.08
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.47$1.06$4.42$3.90$0.52
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.48$0.54$3.67$3.34$0.33
2019Summary only. Only limited summary data is available for this year.$0.53$0.32$0.20$3.43$3.38$0.05
2018Summary only. Only limited summary data is available for this year.$0.38$0.26$0.12$3.78$3.73$0.05
2017Summary only. Only limited summary data is available for this year.$0.50$0.44$0.06$3.76$4.17$0.41
2016Summary only. Only limited summary data is available for this year.$0.81$0.34$0.47$3.97$4.32$0.35
2015Summary only. Only limited summary data is available for this year.$0.91$0.09$0.82$3.97$4.22$0.24
2014Summary only. Only limited summary data is available for this year.$1.19$0.13$1.06$3.70$4.23$0.53
2013Summary only. Only limited summary data is available for this year.$1.72$0.13$1.59$5.36$4.08$1.28
2012Summary only. Only limited summary data is available for this year.$0.63$0.32$0.31$3.88$4.05$0.18
2011Summary only. Only limited summary data is available for this year.$0.79$0.31$0.48$4.12$4.34$0.21