Siviq Scores
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Balance Sheet
Assets
Flat$984,656
Flat from 2012
Net Assets
Flat$39,569
Flat from 2012
Liabilities
Flat$945,087
Flat from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$3,826,674
Flat from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2011 to Aug 31, 2012
- Signed
- Feb 25, 2013
- Return Version
- 2011v1.2
- Gross Receipts
- $3,850,878
Mission and Program Overview
Mission
To effectuate employee health, dental, vision, lt and st disability & death benefits for employees & eligible dependents.
Filing and Contact Details
Filer
- EIN
- 42-6365229
Raw XML Appendix286 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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|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 945087 |
| IRS990/AccountsReceivable/BOY | 0 | 38073 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | provide health, death and other employee benefits |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO BOX 260 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | SIOUX CENTER |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 51250 |
| IRS990/BenefitsPaidToMembersCY | 0 | 3594995 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 3823689 |
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| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompensationFromOtherSources | 0 | false |
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| IRS990/CompensationProcessOther | 0 | false |
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| IRS990/ConsolidatedAuditFinancialStmt | 0 | true |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | true |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | EMPLOYEE HEALTH, DENTAL, VISION, LT AND ST DISABILITY & DEATH BENEFITS FOR EMPLOYEES & ELIGIBLE DEPENDENTS-AVE. NUMBER ENROLLED DURING THE YEAR 413 |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | false |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | true |
| IRS990/ExcessBenefitTransaction | 0 | false |
| IRS990/Expense | 0 | 3594995 |
| IRS990/FamilyOrBusinessRelationship | 0 | true |
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| IRS990/ForeignOffice | 0 | false |
| IRS990/Form8282PropertyDisposedOf | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 5.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | SCOTT PETERSON |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | RON HEEMSTRA |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Trustee |
| IRS990/Form990PartVIISectionA/Title | 1 | Trustee |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | false |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/FundsToPayPremiums | 0 | false |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossReceipts | 0 | 3850878 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 3979 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 3979 |
| IRS990/InvestmentIncomePriorYear | 0 | 2181 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 3979 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LobbyingActivities | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | TO EFFECTUATE AN EMPLOYEE HEALTH, DENTAL, VISION, AND SHORT-TERM PROTECTION |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | RONALD HEEMSTRA |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 2 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 2 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 15365 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 39569 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 211285 |
| IRS990/OtherExpensesCurrentYear | 0 | 231679 |
| IRS990/OtherExpenses/Description | 0 | contract administration |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 231679 |
| IRS990/OtherExpenses/Total | 0 | 231679 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PremiumsPaid | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 48500 |
| IRS990/PriorExcessBenefitTransaction | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 525100 |
| IRS990/ProgramServiceRevenueCY | 0 | 3846899 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 2 | STOP-LOSS INSURANCE RECEIVED |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 3917683 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 2390907 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 1049042 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 406950 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/QuidProQuoContributions | 0 | false |
| IRS990/ReconcilationRevenueExpenses | 0 | 24204 |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | false |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | false |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 15365 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 39569 |
| IRS990/Revenue | 0 | 3846899 |
| IRS990/RevenuesLessExpensesCY | 0 | 24204 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -115110 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 976792 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 984656 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | Trustee reads before signing. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | No documents available to the public. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Ron Heemstra and Scott Peterson business relationship. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | Harbor Group, Inc. may remove and appoint trustees. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | Harbor Group, Inc. may remove trustee or terminate trust. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | Harbor Group, Inc. provides bookkeeping and other |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | services, estimated FV under $50,000. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | The trust uses facilities and assets |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | of Harbor Group, Inc., estimated FV under $50,000. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | Harbor Group, Inc. makes cash transfers to the trust for |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | employer and employee contributions. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 11 | The trust's financial statements are included in the |
| IRS990ScheduleO/GeneralExplanation/Explanation | 12 | Harbor Group Comprehensive Health and Welfare Plan |
| IRS990ScheduleO/GeneralExplanation/Explanation | 13 | audited financial statements. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Pt VI, Line 11a |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Pt VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Pt VI, Line 2 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Pt VI, Line 7a |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | Pt VI, Line 7b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | Sch. R PtV line 1l |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | Sch. R PtV line 1m |
| IRS990ScheduleO/GeneralExplanation/Identifier | 7 | Sch. R Pt V line 1r |
| IRS990ScheduleO/GeneralExplanation/Identifier | 8 | part XII line 2b |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | PO BOX 260 |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | SIOUX CENTER |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 51250 |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityName/BusinessNameLine1 | 0 | NA |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 421492435 |
| IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | HARBOR GROUP INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity | 0 | electrical contracting |
| IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity | 0 | C |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | false |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | true |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | true |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | true |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 3406714 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | FV all cash |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | HARBOR GROUP INC |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType | 0 | r |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | IA |
| IRS990/SubjectToProxyTax | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 1520 NORTH MAIN |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | SIOUX CENTER |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | IA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 512500260 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | RON HEEMSTRA |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 7127221662 |
| IRS990/TotalAssets/BOY | 0 | 1063365 |
| IRS990/TotalAssetsBOY | 0 | 1063365 |
| IRS990/TotalAssets/EOY | 0 | 984656 |
| IRS990/TotalAssetsEOY | 0 | 984656 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalExpensesCurrentYear | 0 | 3826674 |
| IRS990/TotalExpensesPriorYear | 0 | 4034974 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 231679 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 3594995 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 3826674 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 1048000 |
| IRS990/TotalLiabilitiesBOY | 0 | 1048000 |
| IRS990/TotalLiabilities/EOY | 0 | 945087 |
| IRS990/TotalLiabilitiesEOY | 0 | 945087 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 1063365 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 984656 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNbrVolunteers | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 15365 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 39569 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceExpense | 0 | 3594995 |
| IRS990/TotalProgramServiceRevenue | 0 | 3846899 |
| IRS990/TotalRevenueCurrentYear | 0 | 3850878 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 3979 |
| IRS990/TotalRevenuePriorYear | 0 | 3919864 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 3846899 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 3850878 |
| IRS990/TransactionRelatedEntity | 0 | false |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | N/A |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 1984 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/Filer/EIN | 0 | 426365229 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | HARBOR GROUP INSURANCE TRUST |
| ReturnHeader/Filer/NameControl | 0 | HARB |
| ReturnHeader/Filer/Phone | 0 | 7127221660 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 260 |
| ReturnHeader/Filer/USAddress/City | 0 | SIOUX CENTER |
| ReturnHeader/Filer/USAddress/State | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 51250 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2013-02-25 |
| ReturnHeader/Officer/Name | 0 | RONALD HEEMSTRA |
| ReturnHeader/Officer/Phone | 0 | 7127221660 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | NICHOLS RISE & COMPANY LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 302 JONES ST SUITE 320 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | SIOUX CITY |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | IA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 51101 |
| ReturnHeader/Preparer/Name | 0 | SCOTT BIEBER |
| ReturnHeader/Preparer/Phone | 0 | 7122524309 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-09-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-08-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2013-02-26T14:04:45-08:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $984,656
- Liabilities
- $945,087
- Net assets
- $39,569
- Revenue
- -
- Expenses
- $3,826,674
- Net income
- -