Civic Intelligence

Harbor Group Insurance Trust

990 • Fiscal year 2020 • EIN 42-6365229

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

Organization ProfileN/A
PO Box 260Sioux Center, IA 51250

(712) 722-1660

Siviq Scores

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

Liabilities / Assets

67th percentile

0.09x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

51st percentile

5.9%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

95th percentile

68%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

35%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$1,133,978

Up $458,358 (+68%) from 2019

Net Assets

Up

$1,033,253

Up $611,771 (+145%) from 2019

Liabilities

Down

$100,725

Down $153,413 (-60%) from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin51st percentile

Revenue

Up

$10,456,602

Up $2,713,246 (+35%) from 2019

Expenses

Up

$9,844,831

Up $1,959,383 (+25%) from 2019

Net Income

Up

$611,771

Up $753,863 (+531%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,063,365Liabilities 2011: $1,048,000Net Assets 2011: $15,3652011Assets 2012: $984,656Liabilities 2012: $945,087Net Assets 2012: $39,5692012Assets 2013: $1,094,477Liabilities 2013: $927,000Net Assets 2013: $167,4772013Assets 2014: $1,394,505Liabilities 2014: $779,000Net Assets 2014: $615,5052014Assets 2015: $1,845,050Liabilities 2015: $49,861Net Assets 2015: $1,795,1892015Assets 2016: $877,903Liabilities 2016: $87,374Net Assets 2016: $790,5292016Assets 2017: $896,195Liabilities 2017: $242,812Net Assets 2017: $653,3832017Assets 2018: $776,515Liabilities 2018: $212,941Net Assets 2018: $563,5742018Assets 2019: $675,620Liabilities 2019: $254,138Net Assets 2019: $421,4822019Assets 2020: $1,133,978Liabilities 2020: $100,725Net Assets 2020: $1,033,2532020Assets 2021: $1,977,481Liabilities 2021: $69,765Net Assets 2021: $1,907,7162021Assets 2022: $2,228,974Liabilities 2022: $347,907Net Assets 2022: $1,881,0672022Assets 2023: $2,431,283Liabilities 2023: $78,437Net Assets 2023: $2,352,8462023Assets 2024: $3,847,073Liabilities 2024: $1,380,703Net Assets 2024: $2,466,3702024

Highlighted filing

2020

Assets$1,133,978
Liabilities$100,725
Net Assets$1,033,253
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,919,864Expenses 2011: $4,034,974Net Income 2011: -$115,1102011Revenue 2012: $3,850,878Expenses 2012: $3,826,674Net Income 2012: $24,2042012Expenses 2013: $4,459,8722013Revenue 2014: $5,737,897Expenses 2014: $5,289,869Net Income 2014: $448,0282014Revenue 2015: $4,370,522Expenses 2015: $3,969,838Net Income 2015: $400,6842015Revenue 2016: $3,517,987Expenses 2016: $4,522,647Net Income 2016: -$1,004,6602016Revenue 2017: $5,196,405Expenses 2017: $5,333,551Net Income 2017: -$137,1462017Revenue 2018: $6,293,751Expenses 2018: $6,383,560Net Income 2018: -$89,8092018Revenue 2019: $7,743,356Expenses 2019: $7,885,448Net Income 2019: -$142,0922019Revenue 2020: $10,456,602Expenses 2020: $9,844,831Net Income 2020: $611,7712020Revenue 2021: $10,385,047Expenses 2021: $9,510,584Net Income 2021: $874,4632021Revenue 2022: $10,658,848Expenses 2022: $10,685,497Net Income 2022: -$26,6492022Revenue 2023: $12,778,981Expenses 2023: $12,307,202Net Income 2023: $471,7792023Revenue 2024: $14,448,922Expenses 2024: $14,335,398Net Income 2024: $113,5242024

Highlighted filing

2020

Revenue$10,456,602
Expenses$9,844,831
Net Income$611,771
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Gross Receipts
$10,456,602
Mission and Program Overview

Mission

To effectuate employee health, dental, vision, lt and st disability & death benefits for employees & eligible dependents.

Health, dental, vision, lt & st disability & death benefits for employees and eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$421,482$1,033,253▲ $611,771
Savings and Temporary Cash Investments$457,904$872,652▲ $414,748
Accounts Receivable$160,917$187,345▲ $26,428
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$675,620$1,133,978▲ $458,358
Other Assets Total$56,799$73,981▲ $17,182
Liabilities
Accounts Payable and Accrued Expenses$254,138$100,725▼ $153,413
Total Liabilities$254,138$100,725▼ $153,413
Net Assets / Fund Balance
Total Net Assets Fund Balance$421,482$1,033,253▲ $611,771
Total Liabilities and Net Assets / Fund Balance$675,620$1,133,978▲ $458,358

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,981--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Christina CotaTrustee
Ronald HeemstraTrustee
Joel Van EgdomTrustee Beg. Jan. 2020
Catherine BloomTrustee Until Jan. 2020

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellmark Blue Cross And Blue Shield Of IAdministrative FeesPO BOX 9124, Des Moines, IA 50306-9124$378,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,455,380
Investment Income
$1,222
Other Revenue
$0
Change in Net Assets
$611,771

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,456,602
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$10,456,602
Total Revenue per Form 990
$10,456,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,967,675
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---$7,877,156
Other Expenses---$1,348,036
Fees for Services Other---$619,639
Total Functional Expenses$0$0$0$9,844,831

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,844,831
Total Expenses per Audited Statements$9,844,831
Total Expenses per Form 990$9,844,831
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Catherine bloom and joel van egdom have a business relationship wtih ronald heemstra and christina cota.”

Form 990, Part VI, Section A, Line 6

“This is a trust established by harbor group, inc. And interstates construction services, inc. And its affiliates.”

Form 990, Part VI, Section A, Line 7A

“The company may remove and appoint trustees.”

Form 990, Part VI, Section A, Line 7B

“Termination of the trust, or removal of a trustee must be approved by the company.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The trustees review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 15

“The trust does not compensate any of the trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are not available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Harbor Group Insurance Trust
EIN
42-6365229
Phone
7127221660
Address
PO BOX 260, SIOUX CENTER, IA 51250

Signing Officer

Name
Joel Van Egdom
Title
CFO
Phone
7127221660
Signed
2021-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Heemstra
Formed
1984
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Eide Bailly Llp
Address
200 E 10TH ST STE 500, SIOUX FALLS, SD 57104-6375
Preparer
Laurie Hanson CPA
Phone
6053391999
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix396 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0100725
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH, DENTAL, VISION, LT & ST DISABILITY & DEATH BENEFITS FOR EMPLOYEES AND ELIGIBLE DEPENDENTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE BLOOM
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTINA COTA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOEL VAN EGDOM
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE UNTIL JAN. 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE BEG. JAN. 2020
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IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CATHERINE BLOOM AND JOEL VAN EGDOM HAVE A BUSINESS RELATIONSHIP WTIH RONALD HEEMSTRA AND CHRISTINA COTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A TRUST ESTABLISHED BY HARBOR GROUP, INC. AND INTERSTATES CONSTRUCTION SERVICES, INC. AND ITS AFFILIATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPANY MAY REMOVE AND APPOINT TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TERMINATION OF THE TRUST, OR REMOVAL OF A TRUSTEE MUST BE APPROVED BY THE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST DOES NOT COMPENSATE ANY OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0420932098
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1421492435
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2421151253
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3421480811
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4421460178
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5421278091
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6262960994
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRICAL CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3ELECTRICAL ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0INTERSTATES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1HARBOR GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2IEEC OF CALIFORNIA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3INTERSTATE ENGINEERING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4INTERSTATES CONTROL SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5IEEC TRANSPORTATION & LEASING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6INTERFAB LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt3PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt4PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt5PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt6PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm5SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm6SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd5IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd6IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd051250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd151250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd251250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd351250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd451250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd551250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd651250
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING CORPORATIONS BECAME INACTIVE EFFECTIVE JANUARY 1, 2020: HARBOR GROUP, INC. IEEC OF CALIFORNIA, INC. INTERSTATES CONTROL SYSTEM, INC. IEEC TRANSPORTATION & LEASING CO. INTERFAB, LLC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART IV
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0675620
IRS990/TotalAssetsEOYAmt01133978
IRS990/TotalAssetsGrp/BOYAmt0675620
IRS990/TotalAssetsGrp/EOYAmt01133978
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09844831
IRS990/TotalGrossUBIAmt01222
IRS990/TotalLiabilitiesBOYAmt0254138
IRS990/TotalLiabilitiesEOYAmt0100725
IRS990/TotalLiabilitiesGrp/BOYAmt0254138
IRS990/TotalLiabilitiesGrp/EOYAmt0100725
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0421482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01033253
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt010455380
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010455380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010456602
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01222
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0675620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01133978
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 260
IRS990/USAddress/CityNm0SIOUX CENTER
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051250
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL VAN EGDOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07127221660
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARBOR GROUP INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARB
ReturnHeader/Filer/EIN0426365229
ReturnHeader/Filer/PhoneNum07127221660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 260
ReturnHeader/Filer/USAddress/CityNm0SIOUX CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E 10TH ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0571046375
ReturnHeader/PreparerPersonGrp/PhoneNum06053391999
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE HANSON CPA
ReturnHeader/ReturnTs02021-07-14T08:20:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,133,978
Liabilities
$100,725
Net assets
$1,033,253
Revenue
$10,456,602
Expenses
$9,844,831
Net income
$611,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$1.38$2.47$14.4$14.3$0.11
2023Summary only. Only limited summary data is available for this year.$2.43$0.08$2.35$12.8$12.3$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.35$1.88$10.7$10.7$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.07$1.91$10.4$9.51$0.87
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.10$1.03$10.5$9.84$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.25$0.42$7.74$7.89$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.21$0.56$6.29$6.38$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.24$0.65$5.20$5.33$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.09$0.79$3.52$4.52$1.00
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.05$1.80$4.37$3.97$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.78$0.62$5.74$5.29$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.93$0.17$4.46
2012Summary only. Only limited summary data is available for this year.$0.98$0.95$0.04$3.85$3.83$0.02
2011Summary only. Only limited summary data is available for this year.$1.06$1.05$0.02$3.92$4.03$0.12