Civic Intelligence

Intermediate School District #287 Hra Trust

990 • Fiscal year 2012 • EIN 61-1476248

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization ProfileN/A
230 Front Street North54601
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$673,140

Flat from 2012

Net Assets

Flat

$673,140

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$279,735

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $380,842Liabilities 2010: $0Net Assets 2010: $380,8422010Assets 2011: $511,738Liabilities 2011: $0Net Assets 2011: $511,7382011Assets 2012: $673,140Liabilities 2012: $0Net Assets 2012: $673,1402012Assets 2012: $673,140Liabilities 2012: $0Net Assets 2012: $673,1402012Assets 2013: $801,065Liabilities 2013: $0Net Assets 2013: $801,0652013Assets 2014: $977,281Liabilities 2014: $0Net Assets 2014: $977,2812014Assets 2015: $1,182,148Liabilities 2015: $0Net Assets 2015: $1,182,1482015Assets 2016: $1,405,281Liabilities 2016: $0Net Assets 2016: $1,405,2812016Assets 2017: $1,602,651Liabilities 2017: $0Net Assets 2017: $1,602,6512017Assets 2018: $1,889,435Liabilities 2018: $0Net Assets 2018: $1,889,4352018Assets 2019: $2,415,559Liabilities 2019: $0Net Assets 2019: $2,415,5592019Assets 2020: $2,850,294Liabilities 2020: $0Net Assets 2020: $2,850,2942020Assets 2021: $3,255,960Liabilities 2021: $0Net Assets 2021: $3,255,9602021Assets 2022: $3,452,182Liabilities 2022: $0Net Assets 2022: $3,452,1822022Assets 2023: $3,619,574Liabilities 2023: $0Net Assets 2023: $3,619,5742023Assets 2024: $3,740,740Liabilities 2024: $0Net Assets 2024: $3,740,7402024

Highlighted filing

2012

Assets$673,140
Liabilities$0
Net Assets$673,140
Open 2012 Filing

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2010: $185,2962010Expenses 2011: $221,1732011Expenses 2012: $279,7352012Revenue 2012: $441,137Expenses 2012: $279,735Net Income 2012: $161,4022012Revenue 2013: $454,079Expenses 2013: $326,154Net Income 2013: $127,9252013Revenue 2014: $527,767Expenses 2014: $351,551Net Income 2014: $176,2162014Revenue 2015: $705,696Expenses 2015: $500,829Net Income 2015: $204,8672015Revenue 2016: $768,186Expenses 2016: $545,053Net Income 2016: $223,1332016Revenue 2017: $907,039Expenses 2017: $709,669Net Income 2017: $197,3702017Revenue 2018: $1,048,009Expenses 2018: $761,225Net Income 2018: $286,7842018Revenue 2019: $1,317,240Expenses 2019: $794,304Net Income 2019: $522,9362019Revenue 2020: $1,211,441Expenses 2020: $842,644Net Income 2020: $368,7972020Revenue 2021: $1,221,928Expenses 2021: $888,305Net Income 2021: $333,6232021Revenue 2022: $1,154,485Expenses 2022: $1,004,298Net Income 2022: $150,1872022Revenue 2023: $1,125,627Expenses 2023: $1,043,551Net Income 2023: $82,0762023Revenue 2024: $1,142,951Expenses 2024: $1,119,425Net Income 2024: $23,5262024

Highlighted filing

2012

Revenue-
Expenses$279,735
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.1
Gross Receipts
$441,137
Mission and Program Overview

Mission

The purpose of the plan is to provide certain employees with an opportunity to receive reimbursement for certain health care expenses.

Filing and Contact Details

Filer

EIN
61-1476248
Raw XML Appendix224 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/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0THE PURPOSE OF THE PLAN IS TO PROVIDE CERTAIN EMPLOYEES WITH AN OPPORTUNITY TO RECEIVE REIMBURSEMENT FOR CERTAIN HEALTH CARE EXPENSES.
IRS990/ActivityOther/Expense0277978
IRS990/AddressPrincipalOfficerUS/AddressLine10230 FRONT STREET NORTH
IRS990/AddressPrincipalOfficerUS/City0LA CROSSE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode054601
IRS990/BenefitsPaidToMembersCY0277978
IRS990/BenefitsPaidToMembersPriorYear0219852
IRS990/BenefitsToMembers/ProgramServices0277978
IRS990/BenefitsToMembers/Total0277978
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IRS990/ContributionsGrantsCurrentYear00
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IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0N/A
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
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IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10INTERMEDIATE DISTRICT 287
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine11CORPORATE HEALTH SYSTEMS
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine12TRUST POINT INC
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization21757
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/Title0SPONSOR
IRS990/Form990PartVIISectionA/Title1ADMINISTRATOR
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0441137
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0980
IRS990/InvestmentIncome/ExclusionAmount0980
IRS990/InvestmentIncomePriorYear0624
IRS990/InvestmentIncome/TotalRevenueColumn0980
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0511738
IRS990/InvestmentsPubTradedSecurities/EOY0673140
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0THE PURPOSE OF THE PLAN IS TO PROVIDE CERTAIN EMPLOYEES WITH AN OPPORTUNITY TO RECEIVE REIMBURSEMENT FOR CERTAIN HEALTH CARE EXPENSES.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10TRUST POINT INC
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers00
IRS990/NbrVotingMembersGoverningBody00
IRS990/NetAssetsOrFundBalancesBOY0511738
IRS990/NetAssetsOrFundBalancesEOY0673140
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensesCurrentYear00
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0440157
IRS990/ProgramServiceRevenuePriorYear0351445
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0161402
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0161402
IRS990/RevenuesLessExpensesPriorYear0130896
IRS990/SalariesEtcCurrentYear01757
IRS990/SalariesEtcPriorYear01321
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0HEALTH RELATED REIMBURSEMENTS TO MEMBERS
IRS990ScheduleO/GeneralExplanation/Explanation1THE ENTITY FILING THIS FORM 990 IS A HEALTH REIMBURSEMENT ACCOUNT(HRA) , ORGANIZED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS GOVERNED BY A TRUSTEE, A PLAN ADMINISTRATOR, AND THE GOVERNING BODY OF THE INTERMEDIATE SCHOOL DISTRICT 287 OF PLYMOUTH. THE TRUSTEE IS RESPONSIBLE FOR PREPARING AND REVIEWING ANY TAX FILINGS
IRS990ScheduleO/GeneralExplanation/Explanation2THE ENTITY FILING THIS FORM 990 IS A HEALTH REIMBURSEMENT ACCOUNT(HRA) , ORGANIZED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS GOVERNED BY A TRUSTEE, A PLAN ADMINISTRATOR, AND THE GOVERNING BODY OF THE INTERMEDIATE SCHOOL DISTRICT 287 OF PLYMOUTH. THE TRUSTEE IS RESPONSIBLE FOR PREPARING AND REVIEWING ANY TAX FILINGS
IRS990ScheduleO/GeneralExplanation/Explanation3THE ENTITY FILING THIS FORM 990 IS A HEALTH REIMBURSEMENT ACCOUNT(HRA) , ORGANIZED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS GOVERNED BY A TRUSTEE, A PLAN ADMINISTRATOR, AND THE GOVERNING BODY OF THE INTERMEDIATE SCHOOL DISTRICT 287 OF PLYMOUTH. THE ORGANIZATION DOES NOT HAVE A FORMAL ORGANIZATION STRUCTURE, AS IT HAS NO EMPLOYEES AND IS MANAGED ENTIRELY BY THE ABOVE-MENTIONED PARTIES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ENTITY DOES NOT HAVE GOVERNING DOCUMENTS, A CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS THAT ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10230 Front Street North
IRS990/TheBooksAreInCareOf/AddressUS/City0La Crosse
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054601
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10Trust Point Inc
IRS990/TheBooksAreInCareOf/TelephoneNumber06087821148
IRS990/TotalAssets/BOY0511738
IRS990/TotalAssetsBOY0511738
IRS990/TotalAssets/EOY0673140
IRS990/TotalAssetsEOY0673140
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0279735
IRS990/TotalExpensesPriorYear0221173
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0279735
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IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
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IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0511738
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IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0511738
IRS990/TotalNetAssetsFundBalances/EOY0673140
IRS990/TotalOfOtherProgramServiceExp0277978
IRS990/TotalOtherCompensation00
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IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn0440157
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0277978
IRS990/TotalProgramServiceRevenue0440157
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg01757
IRS990/TotalRevenueCurrentYear0441137
IRS990/TotalRevenue/ExclusionAmount0441137
IRS990/TotalRevenuePriorYear0352069
IRS990/TotalRevenue/TotalRevenueColumn0441137
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02004
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0611476248
ReturnHeader/Filer/Name/BusinessNameLine10INTERMEDIATE SCHOOL DISTRICT 287 HRA
ReturnHeader/Filer/NameControl0INTE
ReturnHeader/Filer/USAddress/AddressLine10230 FRONT STREET NORTH
ReturnHeader/Filer/USAddress/City0LA CROSSE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054601
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-02
ReturnHeader/Officer/Name0TRUST POINT INC
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TRUST POINT INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10230 FRONT STREET NORTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0La Crosse
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode054601
ReturnHeader/Preparer/Phone06087821148
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-02T10:04:53-06:00

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.

Open filing
Assets
$673,140
Liabilities
$0
Net assets
$673,140
Revenue
-
Expenses
$279,735
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.00$3.74$1.14$1.12$0.02
2023Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$1.13$1.04$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$1.15$1.00$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$1.22$0.89$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$1.21$0.84$0.37
2019Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$1.32$0.79$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.05$0.76$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.91$0.71$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.77$0.55$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.71$0.50$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.53$0.35$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.45$0.33$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.28
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.44$0.28$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.19