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Nonprofit · EIN 41-1824400

WOODBOURNE CHARITABLE TRUST

Also known as NORDBY ALLAN TTEE

Tax-exempt · PLYMOUTH, MN 55441

Financials

$10.3M$10.5M2023$14.4M$14.4M2024
Revenue Expenses · by fiscal year end
Financials of WOODBOURNE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,361,661$14,401,451-$39,790$1,637,862$400,841$1,237,021
December 31, 2023990$10,312,782$10,491,086-$178,304$1,614,816$338,005$1,276,811
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,325,850
Investment income
$35,811
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$14,162,582
Compensation of officers, directors and key employees
$1,872
Salaries, compensation and benefits (total)
$1,872
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$1,614,816
Total assets, end of year
$1,637,862
Total liabilities, end of year
$400,841
Net assets, end of year
$1,237,021
Gross receipts
$14,361,661
Employees
0
Volunteers
0
Year formed
1998
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.

NameTitleHours / weekCompensation
ALERUS FINANCIALTRUSTEE
Institutional trustee
20$1,872
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Alerus FinancialTrustee
Institutional trustee
20$2,500
Nexus Family HealingAdministrator
Officer
1$0

Address and contacts

Address (IRS master file)
505 US 169 N 500, PLYMOUTH, MN 55441-0000
Principal officer (990 for 2024)
DR MICHELLE K MURRAY, 505 US 169 N 500, PLYMOUTH, MN 55441
Signed the 990
SCOTT MCGUIRE, CFO
Phone
(763) 551-8640
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE BENEFITS TO PARTICIPANTS OF THE HEALTH BENEFIT PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • THE NEXUS TRUST PROVIDED HEALTH AND DENTAL BENEFITS FOR 884 PARTICIPANTS FOR 2024 AND PROVIDED SHORT TERM DISABILITY BENEFITS TO ALL FULL-TIME EMPLOYEES UPON HAVING REACHED ONE YEAR OF EMPLOYMENT WITH THE PLAN SPONSOR OR ITS RELATED ORGANIZATIONS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1824400
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,637,862
Income (IRS master file)
$14,361,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,361,661$14,401,451$1,637,862XML
990December 2023$10,312,782$10,491,086$1,614,816XML
990December 2022$9,854,024$10,064,284$1,644,353IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

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 41-1824400).

Questions about WOODBOURNE CHARITABLE TRUST

What is the EIN of WOODBOURNE CHARITABLE TRUST?
The employer identification number (EIN) of WOODBOURNE CHARITABLE TRUST is 41-1824400.
Is WOODBOURNE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
Are donations to WOODBOURNE CHARITABLE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WOODBOURNE CHARITABLE 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 WOODBOURNE CHARITABLE 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 WOODBOURNE CHARITABLE 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 WOODBOURNE CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 names DR MICHELLE K MURRAY.
Who are the officers and directors of WOODBOURNE CHARITABLE TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,872 (ALERUS FINANCIAL, TRUSTEE).
How much revenue does WOODBOURNE CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,361,661, expenses of $14,401,451 and total assets of $1,637,862 at year end.

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