Civic Intelligence

Carver County Health Reimbursement Arrangement Tr

990EZ • Fiscal year 2019 • EIN 47-6694894

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2020

Organization ProfileN/A
600 East 4th StreetChaska, MN 55318

(952) 361-1504

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

8.2%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

0.8%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,040

Up $3,656 (+8.2%) from 2018

Net Assets

$48,040

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$27,491

Up $209 (+0.8%) from 2018

Expenses

Up

$23,835

Up $2,410 (+11%) from 2018

Net Income

Down

$3,656

Down $2,201 (-38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2019

Assets$48,040
Liabilities-
Net Assets$48,040
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$27,491
Expenses$23,835
Net Income$3,656
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2020
Return Version
2019v5.0
Gross Receipts
$27,491
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS IN THE AMOUNT OF 22,991.76. EXPENSES RELATED TO THE INVESTMENT OF TRUST FUNDS TOTALED 842.69.-$23,835
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
MIA JOHNSONEmployee Rel-$0--
Filing and Contact Details

Filer

Filer Name
Carver County Hra Trust
EIN
47-6694894
Phone
9523611504
Address
600 EAST 4TH STREET, CHASKA, MN 55318

Signing Officer

Name
Mia Johnson
Title
Employee Relations
Phone
9523611542
Signed
2020-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Lewis Kisch & Associates Ltd
Address
1125 SOUTH FRONTAGE ROAD SUITE 1, HASTINGS, MN 55033-2489
Preparer
Samantha R Mulvihill
Phone
6514373356
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

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

Raw XML Appendix93 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/BenefitsPaidToOrForMembersAmt022992
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FURTHER
IRS990EZ/BooksInCareOfDetail/PhoneNum06516627431
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 YANKEE DOODLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAGAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048040
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0843
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048040
IRS990EZ/GrossReceiptsAmt027491
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0178
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048040
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0MG TRUST COMPANY LLC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMPLOYEE REL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990EZ/ProgramServiceRevenueAmt027313
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION MADE MEDICAL CARE REIMBURSEMENTS IN THE AMOUNT OF 22,991.76. EXPENSES RELATED TO THE INVESTMENT OF TRUST FUNDS TOTALED 842.69.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023835
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023835
IRS990EZ/TotalProgramServiceExpensesAmt023835
IRS990EZ/TotalRevenueAmt027491
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMPLOYEE RELATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum09523611542
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARVER COUNTY HRA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARV
ReturnHeader/Filer/EIN0476694894
ReturnHeader/Filer/PhoneNum09523611504
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 EAST 4TH STREET
ReturnHeader/Filer/USAddress/CityNm0CHASKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055318
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0278968831A9A1A068B5855E846EE9E494E5D6FBF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045BD5EF9E6E4FED973E2CB4178ABF60D498FD123
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.229.221
ReturnHeader/FilingSecurityInformation/IPDt02020-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:45:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411620961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEWIS KISCH & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 SOUTH FRONTAGE ROAD SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HASTINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550332489
ReturnHeader/PreparerPersonGrp/PhoneNum06514373356
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA R MULVIHILL
ReturnHeader/ReturnTs02020-06-09T09:45:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,040
Liabilities
-
Net assets
$48,040
Revenue
$27,491
Expenses
$23,835
Net income
$3,656
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
2019Detailed filing. Detailed filing data is available for this year.$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