Civic Intelligence

Carver County Hra Trust

EIN 47-6694894 • 501(c)9 • Chaska, MN

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement.

600 E 4th StChaska, MN 55318

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

8.6%

Faster asset growth than 86% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,221

Up $5,094 (+8.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$64,221

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$25,232

Up $5,152 (+26%) from 2023

Expenses

Up

$20,138

Up $6,090 (+43%) from 2023

Net Income

Down

$5,094

Down $938 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2015: $21,472Net Assets 2015: $21,4722015Assets 2016: $35,196Net Assets 2016: $35,1962016Assets 2017: $38,527Net Assets 2017: $38,5272017Assets 2018: $44,384Liabilities 2018: $02018Assets 2019: $48,040Net Assets 2019: $48,0402019Assets 2020: $54,822Net Assets 2020: $54,8222020Assets 2021: $56,849Liabilities 2021: $02021Assets 2022: $53,095Net Assets 2022: $53,0952022Assets 2023: $59,127Liabilities 2023: $02023Assets 2024: $64,221Net Assets 2024: $64,2212024

Highlighted filing

2024

Assets$64,221
Liabilities-
Net Assets$64,221
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $44,119Expenses 2015: $22,647Net Income 2015: $21,4722015Revenue 2016: $35,476Expenses 2016: $21,752Net Income 2016: $13,7242016Revenue 2017: $32,085Expenses 2017: $28,754Net Income 2017: $3,3312017Revenue 2018: $27,282Expenses 2018: $21,425Net Income 2018: $5,8572018Revenue 2019: $27,491Expenses 2019: $23,835Net Income 2019: $3,6562019Revenue 2020: $22,446Expenses 2020: $15,664Net Income 2020: $6,7822020Revenue 2021: $17,277Expenses 2021: $15,250Net Income 2021: $2,0272021Revenue 2022: $14,996Expenses 2022: $18,750Net Income 2022: -$3,7542022Revenue 2023: $20,080Expenses 2023: $14,048Net Income 2023: $6,0322023Revenue 2024: $25,232Expenses 2024: $20,138Net Income 2024: $5,0942024

Highlighted filing

2024

Revenue$25,232
Expenses$20,138
Net Income$5,094
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,221
Liabilities
-
Net assets
$64,221
Revenue
$25,232
Expenses
$20,138
Net income
$5,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.2$64.2$25.2$20.1$5.09
2023Summary only. Only limited summary data is available for this year.$59.1$0.00$20.1$14.0$6.03
2022Detailed filing. Detailed filing data is available for this year.$53.1$53.1$15.0$18.8$3.75
2021Summary only. Only limited summary data is available for this year.$56.8$0.00$17.3$15.3$2.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$54.8$22.4$15.7$6.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$48.0$27.5$23.8$3.66
2018Summary only. Only limited summary data is available for this year.$44.4$0.00$27.3$21.4$5.86
2017Detailed filing. Detailed filing data is available for this year.$38.5$38.5$32.1$28.8$3.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$35.2$35.5$21.8$13.7
2015Detailed filing. Detailed filing data is available for this year.$21.5$21.5$44.1$22.6$21.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$25,232
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement.

To fund reimbursement of medical expenses under a health reimbursement arrangement (hra).

Program Services

DescriptionGrantsExpenses
THE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FRISCHMONTrustee-$0--
DAVE HEMZEOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Carver County Hra Trust
EIN
47-6694894
Phone
9523033198
Address
600 E 4TH ST, CHASKA, MN 55318

Signing Officer

Name
Dave Hemze
Title
Officer
Phone
9523033198
Signed
2025-05-08

Preparer

Firm
Althoff & Nordquist LLC
Address
1300 NORTHRIDGE UNIT 1, PINE CITY, MN 55063
Preparer
Carl D Nordquist Jr
Phone
3206296185
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“To fund reimbursement of medical expenses under a health reimbursement arrangement (hra).”

Raw XML Appendix84 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt019032
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVE HEMZE
IRS990EZ/BooksInCareOfDetail/PhoneNum09523033198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 E 4TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHASKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055318
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059127
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01106
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064221
IRS990EZ/GrossReceiptsAmt025232
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt02294
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059127
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064221
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FRISCHMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE HEMZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT (HRA).
IRS990EZ/ProgramServiceRevenueAmt022938
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020138
IRS990EZ/TotalRevenueAmt025232
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT (HRA).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE HEMZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09523033198
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARVER COUNTY HRA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARV
ReturnHeader/Filer/EIN0476694894
ReturnHeader/Filer/PhoneNum09523033198
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 E 4TH ST
ReturnHeader/Filer/USAddress/CityNm0CHASKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055318
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810649301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTHOFF & NORDQUIST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 NORTHRIDGE UNIT 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PINE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055063
ReturnHeader/PreparerPersonGrp/PhoneNum03206296185
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL D NORDQUIST JR
ReturnHeader/ReturnTs02025-05-12T15:11:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.