Civic Intelligence

St Francis Health Services Employee Medical Plan Trust

EIN 83-2026712 • 501(c)9 • Morris, MN

Profile

To provide a source of funds to pay medical benefits and administrative expenses under the Plan for the benefit of eligible employees, family members, and dependents.

801 Nevada AvenueMorris, MN 56267

sfhs.org

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 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

87%

Higher net margin than 94% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$182,331

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$4,246,774

Down $676,450 (-14%) from 2023

Liabilities

Down

$0

Down $560,279 (-100%) from 2023

Net Assets

Down

$4,246,774

Down $116,171 (-2.7%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin94th percentile

Revenue

Down

$790,207

Down $9,105,814 (-92%) from 2023

Expenses

Down

$99,764

Down $7,227,268 (-99%) from 2023

Net Income

Down

$690,443

Down $1,878,546 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $1,337,526Liabilities 2019: $441,879Net Assets 2019: $895,6472019Assets 2020: $2,825,258Liabilities 2020: $617,673Net Assets 2020: $2,207,5852020Assets 2021: $1,383,154Liabilities 2021: $521,214Net Assets 2021: $861,9402021Assets 2022: $2,727,648Liabilities 2022: $1,077,411Net Assets 2022: $1,650,2372022Assets 2023: $4,923,224Liabilities 2023: $560,279Net Assets 2023: $4,362,9452023Assets 2024: $4,246,774Liabilities 2024: $0Net Assets 2024: $4,246,7742024

Highlighted filing

2024

Assets$4,246,774
Liabilities$0
Net Assets$4,246,774
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $7,922,304Expenses 2019: $7,278,934Net Income 2019: $643,3702019Revenue 2020: $8,562,868Expenses 2020: $7,250,930Net Income 2020: $1,311,9382020Revenue 2021: $8,783,244Expenses 2021: $10,128,889Net Income 2021: -$1,345,6452021Revenue 2022: $10,953,162Expenses 2022: $10,164,865Net Income 2022: $788,2972022Revenue 2023: $9,896,021Expenses 2023: $7,327,032Net Income 2023: $2,568,9892023Revenue 2024: $790,207Expenses 2024: $99,764Net Income 2024: $690,4432024

Highlighted filing

2024

Revenue$790,207
Expenses$99,764
Net Income$690,443
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,246,774
Liabilities
$0
Net assets
$4,246,774
Revenue
$790,207
Expenses
$99,764
Net income
$690,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.00$4.25$0.79$0.10$0.69
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.56$4.36$9.90$7.33$2.57
2022Detailed filing. Detailed filing data is available for this year.$2.73$1.08$1.65$11.0$10.2$0.79
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.52$0.86$8.78$10.1$1.35
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.62$2.21$8.56$7.25$1.31
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.44$0.90$7.92$7.28$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,834,197
Mission and Program Overview

Mission

To provide a source of funds to pay medical benefits and administrative expenses under the Plan for the benefit of eligible employees, family members, and dependents.

To provide a source of funds to pay medical benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,790,455$3,945,665▲ $2,155,210
Investments Other Securities$2,111,713--
Accounts Receivable$719,947--
Prepaid Expenses and Deferred Charges$301,109$301,109→ $0
Total Assets$4,923,224$4,246,774▼ $676,450
Liabilities
Accounts Payable and Accrued Expenses$560,279--
Total Liabilities$560,279$0▼ $560,279
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,362,945$4,246,774▼ $116,171
Total Net Assets Fund Balance$4,362,945$4,246,774▼ $116,171
Total Liabilities and Net Assets / Fund Balance$4,923,224$4,246,774▼ $676,450
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Mari Chambers thru End of Aug 2024Plan Trustee, CFO, VP-Finance$182,331$182,331
Sherry Wagner retired in 2025Controller 1$159,219$159,219
Megan CaspersEmployment Systems Director$121,283$121,283
Curtis Bach from Aug 2024Plan Trustee, CFO, VP-Finance$62,193$62,193
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$280,525
Investment Income
$509,682
Other Revenue
$0
Change in Net Assets
$690,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,764
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
Fees for Service Investment Mgmnt Fees$21,720--$21,720
Other Expenses$8,585--$8,585
Total Functional Expenses$99,764$0$0$99,764
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
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“N/A - The Trust does not have separate committees set up to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A draft copy of the Form 990 is provided to the Trustee for their review before it is filed with the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12

“Section B - Policies, Lines 12, 13, and 14 The Medical Plan Trust also uses the Policies Conflict of Interest Policy, Whistleblower Policy, and Document Retention and Destruction Policy that were set up by the Related Organization - St Francis Health Services of Morris, Inc.”

Form 990, Part VI, Section B, Line 12C

“When employees are hired by the Related Organization - St Francis Health Services of Morris, Inc they review the Conflict of Interest Policy and sign a statement saying that they have reviewed the Policy.”

Form 990, Part VI, Section C, Line 19

“The Medical Plan Trust makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Francis Health Services Employee Medical Plan Trust
EIN
83-2026712
Phone
3205892004
Address
801 Nevada Avenue, Morris, MN 56267

Signing Officer

Name
Curtis Bach
Title
CFOVP of Finance
Phone
3205892004
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Curtis Bach
Formed
2018
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Michael L Anderson & Associates
Address
2 N Cascade Ave Suite 420, Colorado Springs, CO 80903
Preparer
Pamela J Anderson CPA
Phone
7192607760
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Amount paid back to Related Organization was 662,896 plus Change In Unrealized Gains from 12/31/23 versus 12/31/24 was 143,718 for a total of 806,614.”

Raw XML Appendix333 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/ExplanationTxt0N/A - The Trust does not have separate committees set up to act on behalf of the governing body.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Section B - Policies, Lines 12, 13, and 14 The Medical Plan Trust also uses the Policies Conflict of Interest Policy, Whistleblower Policy, and Document Retention and Destruction Policy that were set up by the Related Organization - St Francis Health Services of Morris, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3When employees are hired by the Related Organization - St Francis Health Services of Morris, Inc they review the Conflict of Interest Policy and sign a statement saying that they have reviewed the Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Medical Plan Trust makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Amount paid back to Related Organization was 662,896 plus Change In Unrealized Gains from 12/31/23 versus 12/31/24 was 143,718 for a total of 806,614.
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt099764
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0560279
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IRS990/TotalLiabilitiesGrp/BOYAmt0560279
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04362945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04246774
IRS990/TotalProgramServiceExpensesAmt099764
IRS990/TotalProgramServiceRevenueAmt0280525
IRS990/TotalRevenueGrp/ExclusionAmt0155579
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0790207
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04923224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04246774
IRS990/TotReportableCompRltdOrgAmt0525026
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 Nevada Avenue
IRS990/USAddress/CityNm0Morris
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd056267
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0sfhs.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Curtis Bach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFOVP of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum03205892004
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Francis Health Services Employee Medical Plan Trust
ReturnHeader/Filer/BusinessNameControlTxt0STFR
ReturnHeader/Filer/EIN0832026712
ReturnHeader/Filer/PhoneNum03205892004
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 Nevada Avenue
ReturnHeader/Filer/USAddress/CityNm0Morris
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056267
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411799234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael L Anderson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 N Cascade Ave Suite 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07192607760
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela J Anderson CPA
ReturnHeader/ReturnTs02025-11-17T03:33:53-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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