Civic Intelligence

Nexus Trust

990 • Fiscal year 2016 • EIN 41-1824400

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization ProfileN/A
505 Highway 169 N Ste 500Plymouth, MN 55441

(763) 551-8640

Siviq Scores

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

Liabilities / Assets

69th percentile

0.18x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

10th percentile

-20%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$13,577

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

2nd percentile

-61%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

35%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$929,534

Down $1,435,838 (-61%) from 2015

Net Assets

Down

$764,481

Down $1,489,029 (-66%) from 2015

Liabilities

Up

$165,053

Up $53,191 (+48%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin10th percentile

Revenue

Up

$7,587,469

Up $1,947,645 (+35%) from 2015

Expenses

Up

$9,079,300

Up $1,592,135 (+21%) from 2015

Net Income

Up

-$1,491,831

Up $355,510 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,714,723Liabilities 2010: $150,851Net Assets 2010: $2,563,8722010Assets 2011: $3,221,532Liabilities 2011: $97,309Net Assets 2011: $3,124,2232011Assets 2012: $4,390,271Liabilities 2012: $104,973Net Assets 2012: $4,285,2982012Assets 2013: $4,845,991Liabilities 2013: $165,042Net Assets 2013: $4,680,9492013Assets 2014: $4,273,026Liabilities 2014: $119,312Net Assets 2014: $4,153,7142014Assets 2015: $2,365,372Liabilities 2015: $111,862Net Assets 2015: $2,253,5102015Assets 2016: $929,534Liabilities 2016: $165,053Net Assets 2016: $764,4812016Assets 2017: $569,662Liabilities 2017: $313,338Net Assets 2017: $256,3242017Assets 2018: $1,082,759Liabilities 2018: $490,849Net Assets 2018: $591,9102018Assets 2019: $1,151,772Liabilities 2019: $366,459Net Assets 2019: $785,3132019Assets 2020: $866,375Liabilities 2020: $320,084Net Assets 2020: $546,2912020Assets 2021: $1,142,964Liabilities 2021: $256,387Net Assets 2021: $886,5772021Assets 2022: $1,644,353Liabilities 2022: $189,238Net Assets 2022: $1,455,1152022Assets 2023: $1,614,816Liabilities 2023: $338,005Net Assets 2023: $1,276,8112023Assets 2024: $1,637,862Liabilities 2024: $400,841Net Assets 2024: $1,237,0212024

Highlighted filing

2016

Assets$929,534
Liabilities$165,053
Net Assets$764,481
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,084,2052010Expenses 2011: $5,108,5812011Revenue 2012: $6,590,966Expenses 2012: $5,516,562Net Income 2012: $1,074,4042012Revenue 2013: $7,034,391Expenses 2013: $6,672,894Net Income 2013: $361,4972013Revenue 2014: $6,360,520Expenses 2014: $6,982,899Net Income 2014: -$622,3792014Revenue 2015: $5,639,824Expenses 2015: $7,487,165Net Income 2015: -$1,847,3412015Revenue 2016: $7,587,469Expenses 2016: $9,079,300Net Income 2016: -$1,491,8312016Revenue 2017: $9,782,986Expenses 2017: $10,304,972Net Income 2017: -$521,9862017Revenue 2018: $10,953,963Expenses 2018: $10,632,299Net Income 2018: $321,6642018Revenue 2019: $10,431,046Expenses 2019: $10,254,768Net Income 2019: $176,2782019Revenue 2020: $9,039,476Expenses 2020: $9,278,537Net Income 2020: -$239,0612020Revenue 2021: $10,020,932Expenses 2021: $9,680,646Net Income 2021: $340,2862021Revenue 2022: $9,854,024Expenses 2022: $10,064,284Net Income 2022: -$210,2602022Revenue 2023: $10,312,782Expenses 2023: $10,491,086Net Income 2023: -$178,3042023Revenue 2024: $14,361,661Expenses 2024: $14,401,451Net Income 2024: -$39,7902024

Highlighted filing

2016

Revenue$7,587,469
Expenses$9,079,300
Net Income-$1,491,831
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$18,158,086
Mission and Program Overview

Mission

To provide benefits to participants of health benefit plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,253,510$764,481▼ $1,489,029
Savings and Temporary Cash Investments$214,198$534,673▲ $320,475
Investments in Publicly Traded Securities$2,142,122$387,076▼ $1,755,046
Accounts Receivable$1,730$0▼ $1,730
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,365,372$929,534▼ $1,435,838
Other Assets Total$7,322$7,785▲ $463
Liabilities
Accounts Payable and Accrued Expenses$111,862$165,053▲ $53,191
Total Liabilities$111,862$165,053▲ $53,191
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,253,510$764,481▼ $1,489,029
Total Liabilities and Net Assets / Fund Balance$2,365,372$929,534▼ $1,435,838
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alerus FinancialTrusteePT$13,577$13,577
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,540,674
Investment Income
$46,795
Other Revenue
$0
Change in Net Assets
$-1,491,831

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,573,892
Revenue Not Reported on Financial Statements
$13,577
Revenue Not Reported on Form 990
$2,802
Total Revenue per Audited Statements
$7,576,694
Total Revenue per Form 990
$7,587,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$886,555
Salaries, Compensation, and Employee Benefits$13,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,179,168
Current Officers, Directors, Trustees, and Key Employees---$13,577
Other Expenses---$12,000
Total Functional Expenses$0$0$0$9,079,300

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,079,300
Expenses per Audited Statements$9,065,723
Total Expenses per Audited Statements$9,065,723
Expenses Not Reported on Financial Statements$13,577
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Form 990 is sent to and discussed with the plan sponsor. Any issues are addressed prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and applicable irs forms are available upon request at the corporate office of the plan sponsor, nexus 505 highway 169 north, #500 plymouth, mn 55441-6447”

Filing and Contact Details

Filer

Filer Name
Nexus Trust
EIN
41-1824400
Phone
7635518640
Address
505 HIGHWAY 169 N STE 500, PLYMOUTH, MN 55441

Signing Officer

Name
Hilke Riechardt-martinez
Title
VP-fin, Treasur
Signed
2017-10-23
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Messerli & Schadow PLLP
Address
6550 York Avenue S Suite 517, Edina, MN 55435
Preparer
Chris Schadow CPA
Phone
9529278350
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Plan management evaluates all tax positions taken by the Plan and makes a determination regarding their likelihood of being upheld under review. As of December 31, 2016 and 2015, the Plan did not have any uncertain tax positions for which it recorded a tax liability. The Plan recognizes potential interest and penalties pertaining to income tax related issues, if any, as operating expenses. During the year ended December 31, 2016, no such interest or penalties were recognized. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 405 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Plan management evaluates all tax positions taken by the Plan and makes a determination regarding their likelihood of being upheld under review. As of December 31, 2016 and 2015, the Plan did not have any uncertain tax positions for which it recorded a tax liability. The Plan recognizes potential interest and penalties pertaining to income tax related issues, if any, as operating expenses. During the year ended December 31, 2016, no such interest or penalties were recognized. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS SENT TO AND DISCUSSED WITH THE PLAN SPONSOR. ANY ISSUES ARE ADDRESSED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND APPLICABLE IRS FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE OF THE PLAN SPONSOR, NEXUS 505 HIGHWAY 169 NORTH, #500 PLYMOUTH, MN 55441-6447
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2RESEARCH, EDUCATION & THERAPY AS ALT. TO INCARCERATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TRTMT FACILITY FOR EMOTION. CHALL. YOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4SERV. TO PROMOTE HLTHY FAM. RELATIONSHIP
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HILKE RIECHARDT-MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-FIN, TREASUR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEXUS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEXU
ReturnHeader/Filer/EIN0411824400
ReturnHeader/Filer/PhoneNum07635518640
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ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Messerli & Schadow PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06550 York Avenue S Suite 517
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09529278350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS SCHADOW CPA

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,534
Liabilities
$165,053
Net assets
$764,481
Revenue
$7,587,469
Expenses
$9,079,300
Net income
-$1,491,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.40$1.24$14.4$14.4$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.34$1.28$10.3$10.5$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.19$1.46$9.85$10.1$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.26$0.89$10.0$9.68$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.32$0.55$9.04$9.28$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.37$0.79$10.4$10.3$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.49$0.59$11.0$10.6$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.31$0.26$9.78$10.3$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.17$0.76$7.59$9.08$1.49
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.11$2.25$5.64$7.49$1.85
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.12$4.15$6.36$6.98$0.62
2013Detailed filing. Detailed filing data is available for this year.$4.85$0.17$4.68$7.03$6.67$0.36
2012Summary only. Only limited summary data is available for this year.$4.39$0.10$4.29$6.59$5.52$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.10$3.12$5.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.15$2.56$5.08