Civic Intelligence

Wells Fargo & Co Employee Benefit Trust

EIN 41-1340042 • 501(c)9 • Minneapolis, MN

Profile

The trust was established to provide employee benefits to eligible employees on Wells Fargo including medical, dental, and vision benefits.

Refreshing map…

222 South 9th Street STE 1400Minneapolis, MN 55402
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

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

$1B+ nonprofits • Source year 2024

Net Margin

25th percentile

0.6%

Higher net margin than 25% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

$1B+ nonprofits • Source year 2022

Asset Growth

100th percentile

695%

Faster asset growth than 100% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

4.9%

Faster revenue growth than 31% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$14,146,382

Up $12,367,388 (+695%) from 2023

Liabilities

Down

$0

Down $4,325,354 (-100%) from 2023

Net Assets

Up

$14,146,382

Up $16,692,742 (+656%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin25th percentile

Revenue

Up

$2,670,190,347

Up $124,072,891 (+4.9%) from 2023

Expenses

Up

$2,653,497,605

Up $85,268,060 (+3.3%) from 2023

Net Income

Up

$16,692,742

Up $38,804,831 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $15,760,577Liabilities 2010: $0Net Assets 2010: $15,760,5772010Assets 2011: $29,343,664Liabilities 2011: $0Net Assets 2011: $29,343,6642011Assets 2012: $7,726,531Liabilities 2012: $0Net Assets 2012: $7,726,5312012Assets 2013: $8,373,741Liabilities 2013: $0Net Assets 2013: $8,373,7412013Assets 2014: $4,658,308Liabilities 2014: $0Net Assets 2014: $4,658,3082014Assets 2015: $18,871,514Liabilities 2015: $0Net Assets 2015: $18,871,5142015Assets 2016: $28,632,685Liabilities 2016: $0Net Assets 2016: $28,632,6852016Assets 2017: $36,375,520Liabilities 2017: $0Net Assets 2017: $36,375,5202017Assets 2018: $31,525,586Liabilities 2018: $0Net Assets 2018: $31,525,5862018Assets 2019: $10,807,549Liabilities 2019: $0Net Assets 2019: $10,807,5492019Assets 2020: $10,416,826Liabilities 2020: $0Net Assets 2020: $10,416,8262020Assets 2021: $12,780,668Liabilities 2021: $0Net Assets 2021: $12,780,6682021Assets 2022: $19,565,729Liabilities 2022: $0Net Assets 2022: $19,565,7292022Assets 2023: $1,778,994Liabilities 2023: $4,325,354Net Assets 2023: -$2,546,3602023Assets 2024: $14,146,382Liabilities 2024: $0Net Assets 2024: $14,146,3822024

Highlighted filing

2024

Assets$14,146,382
Liabilities$0
Net Assets$14,146,382
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$3.0B$2.0B$1.0B$0-$1.0BExpenses 2010: $2,235,152,1432010Expenses 2011: $2,324,828,1932011Expenses 2012: $1,955,811,1562012Revenue 2013: $2,074,079,643Expenses 2013: $2,073,432,433Net Income 2013: $647,2102013Revenue 2014: $2,173,138,206Expenses 2014: $2,176,853,639Net Income 2014: -$3,715,4332014Revenue 2015: $2,231,072,418Expenses 2015: $2,216,859,212Net Income 2015: $14,213,2062015Revenue 2016: $2,369,975,582Expenses 2016: $2,360,214,411Net Income 2016: $9,761,1712016Revenue 2017: $2,527,346,629Expenses 2017: $2,519,603,794Net Income 2017: $7,742,8352017Revenue 2018: $2,600,769,146Expenses 2018: $2,605,619,080Net Income 2018: -$4,849,9342018Revenue 2019: $2,545,434,137Expenses 2019: $2,566,152,174Net Income 2019: -$20,718,0372019Revenue 2020: $2,613,162,627Expenses 2020: $2,613,553,350Net Income 2020: -$390,7232020Revenue 2021: $2,769,870,482Expenses 2021: $2,767,506,640Net Income 2021: $2,363,8422021Revenue 2022: $2,583,732,474Expenses 2022: $2,576,947,413Net Income 2022: $6,785,0612022Revenue 2023: $2,546,117,456Expenses 2023: $2,568,229,545Net Income 2023: -$22,112,0892023Revenue 2024: $2,670,190,347Expenses 2024: $2,653,497,605Net Income 2024: $16,692,7422024

Highlighted filing

2024

Revenue$2,670,190,347
Expenses$2,653,497,605
Net Income$16,692,742
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$14,146,382
Liabilities
$0
Net assets
$14,146,382
Revenue
$2,670,190,347
Expenses
$2,653,497,605
Net income
$16,692,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$2,670$2,653$16.7
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$4.33$2.55$2,546$2,568$22.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.00$19.6$2,584$2,577$6.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$2,770$2,768$2.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$2,613$2,614$0.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$2,545$2,566$20.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$0.00$31.5$2,601$2,606$4.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.4$0.00$36.4$2,527$2,520$7.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$28.6$2,370$2,360$9.76
2015Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$2,231$2,217$14.2
2014Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$2,173$2,177$3.72
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.37$0.00$8.37$2,074$2,073$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.00$7.73$1,956
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$0.00$29.3$2,325
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$0.00$15.8$2,235
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
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$2,583,732,474
Mission and Program Overview

Mission

The trust was established to provide employee benefits to eligible employees on Wells Fargo including medical, dental, and vision benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,780,668$19,565,729▲ $6,785,061
Savings and Temporary Cash Investments$11,309,280$17,679,129▲ $6,369,849
Cash and Non-Interest-Bearing Accounts$1,471,388$1,886,600▲ $415,212
Total Assets$12,780,668$19,565,729▲ $6,785,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,780,668$19,565,729▲ $6,785,061
Total Liabilities and Net Assets / Fund Balance$12,780,668$19,565,729▲ $6,785,061
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Principal Financial GroupInstitutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,582,397,113
Investment Income
$1,335,361
Other Revenue
$0
Change in Net Assets
$6,785,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,583,732,474
Total Revenue per Audited Statements
$2,583,732,474
Total Revenue per Form 990
$2,583,732,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,612,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,257,334,755--$2,257,334,755
Insurance$173,009,403--$173,099,403
Other Expenses$146,513,255--$146,513,255
Total Functional Expenses$2,576,857,413$0$0$2,576,947,413

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,576,947,413
Total Expenses per Audited Statements$2,576,947,413
Total Expenses per Form 990$2,576,947,413
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“The return is prepared by an external Certified Public Accountant. Draft copies are provided to the Audit Committee for review prior to filing. The Audit Committee consists of the Trustees, the Accounting Manager, and the Finance Manager.”

Form 990, Part VI, Section B, Line 12C

“The organization has a diligence risk and compliance team for each business who continually update policies and procedures to insure compliance standards are met.”

Form 990, Part VI, Section C, Line 19

“No documentation was requested nor were any documents made available to the public other than the disclosure of Form 990.”

Filing and Contact Details

Filer

Filer Name
Wells Fargo & Co Employee Benefit Trust
EIN
41-1340042
Phone
9802210098
Address
222 South 9th Street STE 1400, Minneapolis, MN 55402

Signing Officer

Name
Jeff Roy
Title
Assistant Consulting Director
Phone
9802210098
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Roy
Formed
1979
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Jeffrey S Polinchock CPA
Address
PO Box 271007, Golden Valley, MN 55427
Preparer
Jeffrey S Polinchock
Phone
7632083857
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

“The accumulated assets are less than calculated set aside and therefore the income generated is tax exempt.”

Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The trust was established to provide employee benefits to eligible employees on Wells Fargo including medical, dental, and vision benefits.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02257334755
IRS990/BenefitsToMembersGrp/TotalAmt02257334755
IRS990/BooksInCareOfDetail/PersonNm0Christopher Christ
IRS990/BooksInCareOfDetail/PhoneNum07633401141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0222 South 9th Street Suite 1400
IRS990/BooksInCareOfDetail/USAddress/CityNm0Minneapolis
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055402
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01471388
IRS990/CashNonInterestBearingGrp/EOYAmt01886600
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02257334755
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01335361
IRS990/CYOtherExpensesAmt0319612658
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02582397113
IRS990/CYRevenuesLessExpensesAmt06785061
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02576947413
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02583732474
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The exempt purpose is to provide medical, dental and vision benefits to active employees of Wells Fargo and Co.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Principal Financial Group
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Institutional Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02583732474
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0173009403
IRS990/InsuranceGrp/TotalAmt0173099403
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01335361
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01335361
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The trust was established to provide employee benefits to eligible employees on Wells Fargo including medical, dental, and vision benefits.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012780668
IRS990/NetAssetsOrFundBalancesEOYAmt019565729
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Administrative Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0146513255
IRS990/OtherExpensesGrp/TotalAmt0146513255
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jeff Roy
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contribution
IRS990/ProgramServiceRevenueGrp/Desc1Employee Contribution
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01931456732
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1650940381
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02412905148
IRS990/PYInvestmentIncomeAmt040754
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0354601492
IRS990/PYProgramServiceRevenueAmt02769829728
IRS990/PYRevenuesLessExpensesAmt02363842
IRS990/PYTotalExpensesAmt02767506640
IRS990/PYTotalRevenueAmt02769870482
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06785061
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012780668
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019565729
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011309280
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017679129
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02576947413
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt02583732474
IRS990ScheduleD/TotalExpensesPerForm990Amt02576947413
IRS990ScheduleD/TotalRevenuePerForm990Amt02583732474
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02583732474
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02576947413
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is prepared by an external Certified Public Accountant. Draft copies are provided to the Audit Committee for review prior to filing. The Audit Committee consists of the Trustees, the Accounting Manager, and the Finance Manager.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a diligence risk and compliance team for each business who continually update policies and procedures to insure compliance standards are met.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documentation was requested nor were any documents made available to the public other than the disclosure of Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The accumulated assets are less than calculated set aside and therefore the income generated is tax exempt.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part V, Line 3b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012780668
IRS990/TotalAssetsEOYAmt019565729
IRS990/TotalAssetsGrp/BOYAmt012780668
IRS990/TotalAssetsGrp/EOYAmt019565729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02576857413
IRS990/TotalFunctionalExpensesGrp/TotalAmt02576947413
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012780668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019565729
IRS990/TotalProgramServiceRevenueAmt02582397113
IRS990/TotalRevenueGrp/ExclusionAmt01335361
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02583732474
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012780668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019565729
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0222 South 9th Street STE 1400
IRS990/USAddress/CityNm0Minneapolis
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055402
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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