Civic Intelligence

Wright County Hra Trust

EIN 47-6744911 • 501(c)9 • Buffalo, MN

Profile

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

3650 Braddock Ave NEBuffalo, MN 55313

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

32%

Higher net margin than 78% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

24%

Faster asset growth than 89% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,486,517

Up $373,740 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,486,517

Up $373,740 (+18%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin78th percentile

Revenue

Up

$1,473,685

Up $190,324 (+15%) from 2023

Expenses

Up

$1,099,945

Up $229,157 (+26%) from 2023

Net Income

Down

$373,740

Down $38,833 (-9.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $82,236Net Assets 2015: $82,2362015Assets 2016: $185,454Liabilities 2016: $0Net Assets 2016: $185,4542016Assets 2017: $317,124Liabilities 2017: $0Net Assets 2017: $317,1242017Assets 2018: $564,899Liabilities 2018: $0Net Assets 2018: $564,8992018Assets 2019: $899,875Liabilities 2019: $0Net Assets 2019: $899,8752019Assets 2020: $1,188,625Liabilities 2020: $0Net Assets 2020: $1,188,6252020Assets 2021: $1,410,992Liabilities 2021: $0Net Assets 2021: $1,410,9922021Assets 2022: $1,700,204Liabilities 2022: $0Net Assets 2022: $1,700,2042022Assets 2023: $2,112,777Liabilities 2023: $0Net Assets 2023: $2,112,7772023Assets 2024: $2,486,517Liabilities 2024: $0Net Assets 2024: $2,486,5172024

Highlighted filing

2024

Assets$2,486,517
Liabilities$0
Net Assets$2,486,517
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $146,773Expenses 2015: $64,537Net Income 2015: $82,2362015Revenue 2016: $223,860Expenses 2016: $120,617Net Income 2016: $103,2432016Revenue 2017: $352,506Expenses 2017: $221,027Net Income 2017: $131,4792017Revenue 2018: $617,003Expenses 2018: $367,823Net Income 2018: $249,1802018Revenue 2019: $833,929Expenses 2019: $503,905Net Income 2019: $330,0242019Revenue 2020: $869,755Expenses 2020: $592,001Net Income 2020: $277,7542020Revenue 2021: $973,114Expenses 2021: $762,941Net Income 2021: $210,1732021Revenue 2022: $1,240,230Expenses 2022: $951,018Net Income 2022: $289,2122022Revenue 2023: $1,283,361Expenses 2023: $870,788Net Income 2023: $412,5732023Revenue 2024: $1,473,685Expenses 2024: $1,099,945Net Income 2024: $373,7402024

Highlighted filing

2024

Revenue$1,473,685
Expenses$1,099,945
Net Income$373,740
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,486,517
Liabilities
$0
Net assets
$2,486,517
Revenue
$1,473,685
Expenses
$1,099,945
Net income
$373,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.47$1.10$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.28$0.87$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.24$0.95$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.97$0.76$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.87$0.59$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.83$0.50$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.62$0.37$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.35$0.22$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.22$0.12$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.15$0.06$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$1,473,685
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).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,978,817$2,486,517▲ $507,700
Cap Stk Tr Prin Current Funds$2,112,777$2,486,517▲ $373,740
Investments in Publicly Traded Securities$133,960--
Total Assets$2,112,777$2,486,517▲ $373,740
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,112,777$2,486,517▲ $373,740
Total Liabilities and Net Assets / Fund Balance$2,112,777$2,486,517▲ $373,740
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Matrix Trust CompanyTrustee
Lindsey MeyerOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,365,863
Investment Income
$107,822
Other Revenue
$0
Change in Net Assets
$373,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,430
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---$1,075,515
Fees for Service Investment Mgmnt Fees---$24,430
Total Functional Expenses$0$0$0$1,099,945
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
Backup withholding compliance
No
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, Page 6, Part VI, Line 6

“The participants of the health reimbursement arrangement (hra) funded by the organization are members of the organization.”

Form 990, Page 6, Part VI, Line 7B

“The participants of the hra are members of the organization, and they direct the investments of their accounts under the hra.”

Form 990, Page 6, Part VI, Line 11B

“The plan administrator, on behalf of the trustee, revies the form 990 based upon the financial records for the organization and executes it.”

Form 990, Page 6, Part VI, Line 19

“The organization makes governing documents and financial statements available to the public upon written request of the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
Wright County Hra Trust
EIN
47-6744911
Phone
9522033198
Address
3650 BRADDOCK AVE NE, BUFFALO, MN 55313

Signing Officer

Name
Lindsey Meyer
Title
Officer
Phone
9522033198
Signed
2025-05-09

Organization Details

Principal Officer
Lindsey Meyer
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Althoff & Nordquist LLC
Address
1300 NORTHRIDGE UNIT 1, PINE CITY, MN 55063
Preparer
Carl D Nordquist Jr
Phone
3206296185
Raw XML Appendix211 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/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01473685
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0107822
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107822
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0133960
IRS990/IRPDocumentCnt00
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IRS990/RelatedEntityInd0false
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PARTICIPANTS OF THE HRA ARE MEMBERS OF THE ORGANIZATION, AND THEY DIRECT THE INVESTMENTS OF THEIR ACCOUNTS UNDER THE HRA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN ADMINISTRATOR, ON BEHALF OF THE TRUSTEE, REVIES THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
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ReturnHeader/ReturnTs02025-05-13T15:07:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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