Civic Intelligence

Cannon Valley Special Education Cooperative Veba Trust

990EZ • Fiscal year 2020 • EIN 83-3555971

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

Organization ProfileN/A
128 8th Ave NWFaribault, MN 55021

(507) 209-2033

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.00x

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

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

7.4%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-12%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$143,842

Up $9,924 (+7.4%) from 2019

Net Assets

$143,842

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin92nd percentile

Revenue

Down

$152,294

Down $20,698 (-12%) from 2019

Expenses

Up

$58,552

Up $19,478 (+50%) from 2019

Net Income

Down

$93,742

Down $40,176 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2019: $133,918Liabilities 2019: $02019Assets 2020: $143,842Liabilities 2020: $0Net Assets 2020: $143,8422020Assets 2021: $153,901Liabilities 2021: $0Net Assets 2021: $153,9012021Assets 2022: $164,912Liabilities 2022: $0Net Assets 2022: $164,9122022Assets 2023: $184,226Liabilities 2023: $0Net Assets 2023: $184,2262023Assets 2024: $203,203Liabilities 2024: $0Net Assets 2024: $203,2032024Assets 2025: $224,451Liabilities 2025: $0Net Assets 2025: $224,4512025

Highlighted filing

2020

Assets$143,842
Liabilities$0
Net Assets$143,842
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$200K$150K$100K$50K$0Revenue 2019: $172,992Expenses 2019: $39,074Net Income 2019: $133,9182019Revenue 2020: $152,294Expenses 2020: $58,552Net Income 2020: $93,7422020Revenue 2021: $113,804Expenses 2021: $84,442Net Income 2021: $29,3622021Revenue 2022: $40,174Expenses 2022: $28,399Net Income 2022: $11,7752022Revenue 2023: $39,236Expenses 2023: $28,873Net Income 2023: $10,3632023Revenue 2024: $44,463Expenses 2024: $25,486Net Income 2024: $18,9772024Revenue 2025: $41,774Expenses 2025: $20,526Net Income 2025: $21,2482025

Highlighted filing

2020

Revenue$152,294
Expenses$58,552
Net Income$93,742
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$152,294
Mission and Program Overview

Mission

Fund health reimbursement arrangement

Fund health reimbursement arrangement benefits.

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MCGUIREExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Cannon Valley Special
EIN
83-3555971
Address
128 8TH AVE NW, FARIBAULT, MN 55021

Signing Officer

Name
Sarah Mcguire
Title
Executive Director
Signed
2020-11-09
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 I, Line 20

“Balance transfer from prior host veba account 50,100”

Raw XML Appendix85 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/BenefitsPaidToOrForMembersAmt058552
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM WASHA
IRS990EZ/BooksInCareOfDetail/PhoneNum05072092033
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 8TH AVE NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARIBAULT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055021
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143842
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt093742
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143842
IRS990EZ/GrossReceiptsAmt0152294
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt02612
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0143842
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0143842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH MCGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt050100
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND HEALTH REIMBURSEMENT ARRANGEMENT BENEFITS.
IRS990EZ/ProgramServiceRevenueAmt0149682
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058552
IRS990EZ/TotalRevenueAmt0152294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BALANCE TRANSFER FROM PRIOR HOST VEBA ACCOUNT 50,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MCGUIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANNON VALLEY SPECIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION COOPERATIVE VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CANN
ReturnHeader/Filer/EIN0833555971
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 8TH AVE NW
ReturnHeader/Filer/USAddress/CityNm0FARIBAULT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050B6AC8591FF1C0994DFC3EFEC695DBFEE10BB93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId045BD5EF9E6E4FED973E2CB4178ABF60D498FD123
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.30.229.221
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:08:02
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA R MULVIHILL
ReturnHeader/ReturnTs02020-11-16T09:08:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,842
Liabilities
$0
Net assets
$143,842
Revenue
$152,294
Expenses
$58,552
Net income
$93,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.42$0.21$0.21
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.44$0.25$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.39$0.29$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.40$0.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.14$0.84$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$1.52$0.59$0.94
2019Summary only. Only limited summary data is available for this year.$1.34$0.00$1.73$0.39$1.34