Nonprofit · EIN 27-2352484
SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST
Tax-exempt · COTTAGE GROVE, MN 55016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,595,173 | $4,901,131 | $694,042 | $18,392,999 | $0 | $18,392,999 |
| December 31, 2023 | 990 | $5,331,691 | $4,855,803 | $475,888 | $17,131,516 | $0 | $17,131,516 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,408,336
- Investment income
- $186,837
- Net gain from sales of assets
- $93,330
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,787,019
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,787,019
- Management and general (functional)
- $114,112
Balance sheet and other
- Total assets, start of year
- $17,131,516
- Total assets, end of year
- $18,392,999
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,392,999
- Publicly traded securities
- $18,392,999
- Gross receipts
- $11,027,975
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hand Benefit Trust Co | Trustee Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hand Benefit Trust Co | Trustee Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7362 E POINT DOUGLAS RD S, COTTAGE GROVE, MN 55016-3025
- In care of
- % BPAS
- Mailing address (990-N for 2010)
- 230 Front Street N, La Crosse WI 54601
- Principal officer (990 for 2024)
- Hand Benefit Trust Co, 820 Gessner Rd Suite 1250, Houston, TX 77024
- Principal officer (990-N for 2010)
- Trust Point Inc, 230 Front Street N, La Crosse WI 54601
- Signed the 990
- Kris Blackburn, Director of Business
- Phone
- (651) 425-6279
Mission
A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA)TO FUND REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
Program accomplishments
- Health Reimbursement Arrangement funded by South Washington County Schools District 833 Plan benefitting 3055 participants throughout the plan year 2024Expenses $4,787,019
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2352484
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y23)
- Assets (IRS master file)
- $18,392,999
- Income (IRS master file)
- $11,027,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,595,173 | $4,901,131 | $18,392,999 | XML |
| 990 | December 2023 | $5,331,691 | $4,855,803 | $17,131,516 | XML |
| 990 | December 2022 | $5,210,966 | $4,478,500 | $16,159,625 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990-N for 2010 Officer: Trust Point Inc | January 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2352484).
Questions about SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST
- What is the EIN of SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST?
- The employer identification number (EIN) of SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST is 27-2352484.
- Is SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST?
- The 990 for the year ended December 31, 2024 names Hand Benefit Trust Co.
- Who are the officers and directors of SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SOUTH WASHINGTON COUNTY SCHOOLS HRA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,595,173, expenses of $4,901,131 and total assets of $18,392,999 at year end.
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