Civic Intelligence

Intermediate School District #287 Hra Trust

990 • Fiscal year 2023 • EIN 61-1476248

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization ProfileN/A

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1820 Xenium Lane NPlymouth, MN 55441

(763) 559-3535

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

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

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

Liabilities / Revenue

43rd percentile

0.00x

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

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

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

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

Asset Growth

47th percentile

4.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

32nd percentile

-2.5%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Flat

$3,619,574

Flat from 2023

Net Assets

Flat

$3,619,574

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin58th percentile

Revenue

Flat

$1,125,627

Flat from 2023

Expenses

Flat

$1,043,551

Flat from 2023

Net Income

Flat

$82,076

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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 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 2023: $3,619,574Liabilities 2023: $0Net Assets 2023: $3,619,5742023Assets 2024: $3,740,740Liabilities 2024: $0Net Assets 2024: $3,740,7402024

Highlighted filing

2023

Assets$3,619,574
Liabilities$0
Net Assets$3,619,574
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $185,2962010Expenses 2011: $221,1732011Revenue 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 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

2023

Revenue$1,125,627
Expenses$1,043,551
Net Income$82,076
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$2,247,056
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.

A voluntary employees' beneficiary association (VEBA)to fund reimbursement of eligible medical expenses under a health reimbursement arrangement

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,387,009$3,619,574▲ $232,565
Cap Stk Tr Prin Current Funds$3,452,182$3,619,574▲ $167,392
Accounts Receivable$65,173$0▼ $65,173
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,452,182$3,619,574▲ $167,392
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,452,182$3,619,574▲ $167,392
Total Liabilities and Net Assets / Fund Balance$3,452,182$3,619,574▲ $167,392
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Hand Benefit Trust CoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,105,754
Investment Income
$19,873
Other Revenue
$0
Change in Net Assets
$82,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,019
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$1,008,532--$1,008,532
Fees for Services Other-$22,814-$22,814
Fees for Service Investment Mgmnt Fees-$12,205-$12,205
Total Functional Expenses$1,008,532$35,019$0$1,043,551
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Part VI, Section A, Line 6-

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

Part VI, Section A, Line 7 (B)-

“The trustee, which is the governing body of the trust, is a directed trustee who takes certain direction regarding the trust from the plan administrator (or its designee) and the members.”

Part VI, Section A, Line 9 (A)-

“Trustee: hand benefit & trust., 820 gessner road, suite 1250, houston, tx 77024”

Part VI, Section B, Line 11 (A)-

“The trustee reviews the form 990 based upon financial records for the organization and executes it.”

Part VI, Section C, Line 19-

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

Filing and Contact Details

Filer

Filer Name
Intermediate School District #287 HRA Trust
EIN
61-1476248
In Care Of
% BPAS
Phone
7635593535
Address
1820 Xenium Lane N, Plymouth, MN 55441

Signing Officer

Name
Gloria Wilder
Title
Director of Finance
Phone
7635593535
Signed
2024-10-23

Organization Details

Principal Officer
Hand Benefit Trust
Formed
2004
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix331 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARTICIPANTS OF THE HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY THE ORGANIZATION ARE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES CERTAIN DIRECTION REGARDING THE TRUST FROM THE PLAN ADMINISTRATOR (OR ITS DESIGNEE) AND THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE: HAND BENEFIT & TRUST., 820 GESSNER ROAD, SUITE 1250, HOUSTON, TX 77024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE REVIEWS THE FORM 990 BASED UPON FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 6-
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7 (B)-
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 9 (A)-
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11 (A)-
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19-
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03452182
IRS990/TotalAssetsEOYAmt03619574
IRS990/TotalAssetsGrp/BOYAmt03452182
IRS990/TotalAssetsGrp/EOYAmt03619574
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035019
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01008532
IRS990/TotalFunctionalExpensesGrp/TotalAmt01043551
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03452182
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03619574
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01008532
IRS990/TotalProgramServiceRevenueAmt01105754
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019873
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01105754
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01125627
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03452182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03619574
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0820 Gessner Road Suite 1250
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria Wilder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum07635593535
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Intermediate School District #287 HRA Trust
ReturnHeader/Filer/BusinessNameControlTxt0ISD2
ReturnHeader/Filer/EIN0611476248
ReturnHeader/Filer/InCareOfNm0% BPAS
ReturnHeader/Filer/PhoneNum07635593535
ReturnHeader/Filer/USAddress/AddressLine1Txt01820 Xenium Lane N
ReturnHeader/Filer/USAddress/CityNm0Plymouth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055441
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-28T11:02:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,619,574
Liabilities
$0
Net assets
$3,619,574
Revenue
$1,125,627
Expenses
$1,043,551
Net income
$82,076
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
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.13$1.04$0.08
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
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