Midwest Teamsters Health Reimbursement Arrangement Tr Fund
Midwest Teamsters HRA Trust Fund shows consistent asset growth and no reported officer compensation over a decade.
EIN: 202288018 · Mendota Hts, MN · NTEE: Y43 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $902K |
| Total Expenses | $781K |
| Program Spending | 95% |
| CEO/Top Officer Pay | $1 |
| Net Assets | $9.0M |
| Transparency Score | 90/100 |
Is Midwest Teamsters Health Reimbursement Arrangement Tr Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Midwest Teamsters Health Reimbursement Arrangement Tr Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Midwest Teamsters Health Reimbursement Arrangement Tr Fund
Midwest Teamsters Health Reimbursement Arrangement Tr Fund (EIN: 202288018) is a nonprofit organization based in Mendota Hts, MN, classified under NTEE code Y43. The organization reported total revenue of $902K and total assets of $9.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Midwest Teamsters Health Reimbursement Arrangement Tr Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Midwest Teamsters Health Reimbursement Arrangement Tr Fund is a small nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $899K |
| Total Expenses | $781K |
| Surplus / Deficit | +$118K |
| Total Assets | $9.0M |
| Total Liabilities | $20K |
| Net Assets | $9.0M |
| Operating Margin | 13.2% |
| Debt-to-Asset Ratio | 0.2% |
| Months of Reserves | 138.9 months |
Financial Health Grade: A
In 2023, Midwest Teamsters Health Reimbursement Arrangement Tr Fund reported a surplus of $118K with revenue exceeding expenses, holds 138.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.2% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Midwest Teamsters Health Reimbursement Arrangement Tr Fund's revenue has declined at a compound annual growth rate (CAGR) of -2.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -9.9% | +3.9% | +8.1% |
| 2022 | -4.7% | +3.1% | -11.4% |
| 2021 | +15.8% | -11.5% | +9.5% |
| 2020 | -0.3% | +5.9% | +4.5% |
| 2019 | -8.4% | +2.0% | +13.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Midwest Teamsters Health Reimbursement Arrangement Tr Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Midwest Teamsters Health Reimbursement Arrangement Tr Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $118K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.2%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all 13 filings, indicating that executive compensation is either non-existent, paid by a related entity, or structured in a way that it is not reported as officer compensation on the 990, which is highly efficient for an organization with nearly $1 million in annual revenue.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Midwest Teamsters Health Reimbursement Arrangement Tr Fund:
- Consistent asset growth, from $6.9 million in 2014 to $9.5 million in 2023, indicating strong financial management.
- No reported officer compensation across all 13 filings, suggesting high efficiency in executive overhead.
- Revenues consistently exceed expenses in most periods, leading to healthy surpluses and asset accumulation.
- Low liabilities across all periods, demonstrating a strong balance sheet and minimal debt burden.
- Consistent IRS 990 filing history over 13 periods, indicating strong transparency and compliance.
Frequently Asked Questions about Midwest Teamsters Health Reimbursement Arrangement Tr Fund
Is Midwest Teamsters Health Reimbursement Arrangement Tr Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Midwest Teamsters Health Reimbursement Arrangement Tr Fund (EIN: 202288018) appears legitimate. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.
How does Midwest Teamsters Health Reimbursement Arrangement Tr Fund spend its money?
Midwest Teamsters Health Reimbursement Arrangement Tr Fund directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Midwest Teamsters Health Reimbursement Arrangement Tr Fund tax-deductible?
Midwest Teamsters Health Reimbursement Arrangement Tr Fund is registered as a tax-exempt nonprofit (EIN: 202288018). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Midwest Teamsters Health Reimbursement Arrangement Tr Fund CEO make?
Midwest Teamsters Health Reimbursement Arrangement Tr Fund's highest-compensated officer earns $1 annually. The organization reported $902K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Midwest Teamsters Health Reimbursement Arrangement Tr Fund compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Midwest Teamsters Health Reimbursement Arrangement Tr Fund is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Midwest Teamsters Health Reimbursement Arrangement Tr Fund located?
Midwest Teamsters Health Reimbursement Arrangement Tr Fund is headquartered in Mendota Hts, Minnesota and files with the IRS under EIN 202288018. It is classified under NTEE code Y43.
How many years of IRS 990 filings does Midwest Teamsters Health Reimbursement Arrangement Tr Fund have?
Midwest Teamsters Health Reimbursement Arrangement Tr Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $902K in total revenue.
How does the organization manage its administrative costs given its consistent revenue and asset base?
The organization appears to manage administrative costs very efficiently, as evidenced by the consistent reporting of 0% officer compensation across all filings. This suggests a lean operational structure or that administrative functions are supported by other means not reflected as direct officer pay on the 990.
What specific types of health reimbursement arrangements does the fund provide to its members?
While the NTEE code Y43 indicates 'Employee or Member Welfare Benefit Funds,' the provided data does not detail the specific types of health reimbursement arrangements offered. Further investigation into their official documents or website would be needed.
Are there any related organizations that might be covering administrative or executive compensation costs?
The consistent 0% officer compensation suggests the possibility of a related entity covering these costs, or that the fund operates with an entirely volunteer or externally compensated leadership. The provided data does not offer specifics on related organizations.
Filing History
IRS 990 filing history for Midwest Teamsters Health Reimbursement Arrangement Tr Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Midwest Teamsters Health Reimbursement Arrangement Tr Fund's revenue has declined by 23.1%, moving from $1.2M to $899K. Total assets increased by 25.9% over the same period, from $7.2M to $9.0M. Total functional expenses fell by 23.1%, from $1.0M to $781K. In its most recent filing year (2023), Midwest Teamsters Health Reimbursement Arrangement Tr Fund reported a surplus of $118K, with revenue exceeding expenses. The organization holds $20K in liabilities against $9.0M in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $9.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $899K | $781K | $9.0M | $20K | — | — |
| 2022 | $998K | $752K | $8.4M | $12K | — | View 990 |
| 2021 | $1.0M | $729K | $9.4M | $4K | — | View 990 |
| 2020 | $905K | $824K | $8.6M | $33K | — | View 990 |
| 2019 | $908K | $778K | $8.3M | $15K | — | — |
| 2018 | $991K | $763K | $7.3M | $17K | — | View 990 |
| 2017 | $804K | $817K | $7.3M | $18K | — | — |
| 2016 | $833K | $840K | $7.1M | $15K | — | View 990 |
| 2015 | $907K | $817K | $6.9M | $22K | — | View 990 |
| 2014 | $797K | $861K | $7.0M | $17K | — | View 990 |
| 2013 | $849K | $981K | $7.1M | $17K | — | View 990 |
| 2012 | $939K | $932K | $7.2M | $11K | — | View 990 |
| 2011 | $1.2M | $1.0M | $7.2M | $13K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $899K, expenses of $781K, and assets of $9.0M (revenue -9.9% year-over-year).
- 2022: Revenue of $998K, expenses of $752K, and assets of $8.4M (revenue -4.7% year-over-year).
- 2021: Revenue of $1.0M, expenses of $729K, and assets of $9.4M (revenue +15.8% year-over-year).
- 2020: Revenue of $905K, expenses of $824K, and assets of $8.6M (revenue -0.3% year-over-year).
- 2019: Revenue of $908K, expenses of $778K, and assets of $8.3M (revenue -8.4% year-over-year).
- 2018: Revenue of $991K, expenses of $763K, and assets of $7.3M (revenue +23.2% year-over-year).
- 2017: Revenue of $804K, expenses of $817K, and assets of $7.3M (revenue -3.4% year-over-year).
- 2016: Revenue of $833K, expenses of $840K, and assets of $7.1M (revenue -8.2% year-over-year).
- 2015: Revenue of $907K, expenses of $817K, and assets of $6.9M (revenue +13.8% year-over-year).
- 2014: Revenue of $797K, expenses of $861K, and assets of $7.0M (revenue -6.1% year-over-year).
- 2013: Revenue of $849K, expenses of $981K, and assets of $7.1M (revenue -9.6% year-over-year).
- 2012: Revenue of $939K, expenses of $932K, and assets of $7.2M (revenue -19.7% year-over-year).
- 2011: Revenue of $1.2M, expenses of $1.0M, and assets of $7.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Midwest Teamsters Health Reimbursement Arrangement Tr Fund:
Data Sources and Methodology
This transparency report for Midwest Teamsters Health Reimbursement Arrangement Tr Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.