Mission
TO PROVIDE SELF-INSURED HEALTH AND DENTAL INSURANCE FOR DISTRICT EMPLOYEES AND RETIREES.
Public Charity
ISD #535 HEALTH AND DENTAL CARE TRUST
ISD #535 HEALTH AND DENTAL CARE TRUST, of ROCHESTER, MN, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $40.3M in revenue, $43.2M in expenses, $3.3M in total assets.
EIN: 416255919
ROCHESTER, MN
Latest filing: 2025
Total Revenue$40.3M
Total Expenses$43.2M
Total Assets$3.3M
Grant Records0
Filing Years2021–2025
Where $100 goes at Isd #535 Health and Dental Care Trust
How Isd #535 Health and Dental Care Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
The trust provides for employer group health and dental benefits to eligible employees and retirees
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Emily Lynch
CHIEF ADMINISTRATIVE OFFICER
John Carlson
TRUSTEE
Karen Maclaughlin
TRUSTEE
Steve Gifford
TRUSTEE
Wayne Woxland
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $40.3M | $43.2M | $3.3M |
| 2024 | $35.2M | $36.3M | $5.5M |
| 2023 | $33.9M | $36.1M | $6.3M |
| 2022 | $33.6M | $39.0M | $8.9M |
| 2021 | $33.1M | $34.7M | $14.2M |
Between 2021 and 2025, reported annual revenue grew from $33.1M to $40.3M (+22%), with total assets most recently reported at $3.3M.
Interactive year-over-year charts and full filing details available with membership.