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Nonprofit · EIN 83-2026712

ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST

Tax-exempt · MORRIS, MN 56267

Financials

$9.9M$7.3M2023$790K$100K2024
Revenue Expenses · by fiscal year end
Financials of ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$790,207$99,764$690,443$4,246,774$0$4,246,774
December 31, 2023990$9,896,021$7,327,032$2,568,989$4,923,224$560,279$4,362,945
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$280,525
Investment income
$509,682
Net gain from sales of assets
$354,103
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$99,764

Balance sheet and other

Total assets, start of year
$4,923,224
Total assets, end of year
$4,246,774
Total liabilities, end of year
$0
Net assets, end of year
$4,246,774
Net assets without donor restrictions
$4,246,774
Gross receipts
$2,834,197
Employees
0
Year formed
2018
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 / weekCompensationFrom related orgs
Mari Chambers thru End of Aug 2024Plan Trustee, CFO, VP-Finance
Trustee or director
4$0$182,331
Sherry Wagner retired in 2025Controller 1
Highest-paid employee
4$0$159,219
Megan CaspersEmployment Systems Director
Highest-paid employee
4$0$121,283
Curtis Bach from Aug 2024Plan Trustee, CFO, VP-Finance
Trustee or director
4$0$62,193
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensationFrom related orgs
Mari ChambersPlan Trustee
Trustee or director
4$0$181,167
Sherry WagnerController 1
Highest-paid employee
4$0$136,105
Megan CaspersEmployment Systems Director
Highest-paid employee
4$0$106,482

Address and contacts

Address (IRS master file)
801 NEVADA AVENUE, MORRIS, MN 56267-1865
In care of
% ST FRANCIS HEALTH SERVICES OF
Principal officer (990 for 2024)
Curtis Bach, 801 Nevada Avenue, Morris, MN 56267
Signed the 990
Curtis Bach, CFOVP of Finance
Phone
(320) 589-2004
Website
sfhs.org
Return prepared by
Michael L Anderson & Associates

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $99,764

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
83-2026712
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,246,774
Income (IRS master file)
$2,834,197

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$790,207$99,764$4,246,774IRS
990December 2023$9,896,021$7,327,032$4,923,224XML
990December 2022$10,953,162$10,164,865$2,727,648IRS
990December 2021–––IRS
990December 2020–––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 83-2026712).

Questions about ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST

What is the EIN of ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST?
The employer identification number (EIN) of ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST is 83-2026712.
Is ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Which annual return does ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN 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 ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN 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 ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN 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 ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST?
The 990 for the year ended December 31, 2024 names Curtis Bach.
Who are the officers and directors of ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $790,207, expenses of $99,764 and total assets of $4,246,774 at year end.

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