Civic Intelligence

Lrgh Worker'S Compensation Trust 005166

990 • Fiscal year 2014 • EIN 02-0459480

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 29, 2015

Organization ProfileN/A
62 Pleasant StreetConcord, NH 03246

(603) 527-3232

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

35th percentile

$6,264

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-58%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,363,510

Up $33,388 (+2.5%) from 2013

Net Assets

Up

$1,363,510

Up $33,388 (+2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin97th percentile

Revenue

Down

$39,652

Down $55,735 (-58%) from 2013

Expenses

Down

$6,264

Down $200,035 (-97%) from 2013

Net Income

Up

$33,388

Up $144,300 (+130%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,480,531Liabilities 2011: $0Net Assets 2011: $1,480,5312011Assets 2012: $1,441,034Liabilities 2012: $0Net Assets 2012: $1,441,0342012Assets 2013: $1,330,122Liabilities 2013: $0Net Assets 2013: $1,330,1222013Assets 2014: $1,363,510Liabilities 2014: $0Net Assets 2014: $1,363,5102014Assets 2015: $1,400,041Liabilities 2015: $0Net Assets 2015: $1,400,0412015Assets 2016: $1,006,031Liabilities 2016: $0Net Assets 2016: $1,006,0312016Assets 2017: $662,186Liabilities 2017: $0Net Assets 2017: $662,1862017Assets 2018: $465,775Liabilities 2018: $0Net Assets 2018: $465,7752018Assets 2019: $935,585Liabilities 2019: $0Net Assets 2019: $935,5852019Assets 2020: $957,898Liabilities 2020: $0Net Assets 2020: $957,8982020

Highlighted filing

2014

Assets$1,363,510
Liabilities$0
Net Assets$1,363,510
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $43,377Expenses 2011: $6,317Net Income 2011: $37,0602011Expenses 2012: $106,8802012Revenue 2013: $95,387Expenses 2013: $206,299Net Income 2013: -$110,9122013Revenue 2014: $39,652Expenses 2014: $6,264Net Income 2014: $33,3882014Revenue 2015: $43,647Expenses 2015: $7,117Net Income 2015: $36,5302015Revenue 2016: $232,438Expenses 2016: $626,449Net Income 2016: -$394,0112016Revenue 2017: $310,809Expenses 2017: $654,654Net Income 2017: -$343,8452017Revenue 2018: $226,819Expenses 2018: $423,230Net Income 2018: -$196,4112018Revenue 2019: $472,526Expenses 2019: $2,716Net Income 2019: $469,8102019Revenue 2020: $25,510Expenses 2020: $3,181Net Income 2020: $22,3292020

Highlighted filing

2014

Revenue$39,652
Expenses$6,264
Net Income$33,388
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 29, 2015
Return Version
2013v4.0
Gross Receipts
$39,652
Mission and Program Overview

Mission

Provide benefits for worker's compensation insurance for employees of LRGHealthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,330,122$1,363,510▲ $33,388
Investments in Publicly Traded Securities$1,232,725$1,232,725→ $0
Savings and Temporary Cash Investments$97,397$130,785▲ $33,388
Total Assets$1,330,122$1,363,510▲ $33,388
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,330,122$1,363,510▲ $33,388
Total Liabilities and Net Assets / Fund Balance$1,330,122$1,363,510▲ $33,388
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
-Trustee$6,264$6,264
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,652
Other Revenue
$0
Change in Net Assets
$33,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,264
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$6,264-$6,264
Total Functional Expenses$0$6,264$0$6,264
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The Form 990 and attached schedule are prepared by an outside tax preparer. The return is then reviewed by the trustee prior to signing and mailing.”

Filing and Contact Details

Filer

EIN
02-0459480
Phone
6035273232

Signing Officer

Name
Kathy Crane Vp
Title
Trustee
Phone
6035273232
Signed
2015-01-29
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Preparer
William J Pelletier Ea
Phone
6033694690
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“All Trust documents and returns are available upon written request mailed to the Trustee.”

Raw XML Appendix231 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt039652
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt039652
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039652
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01232725
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01232725
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Provide benefits for worker's compensation insurance for employees of LRGHealthcare
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01330122
IRS990/NetAssetsOrFundBalancesEOYAmt01363510
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10Bank of New Hampshire
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt095387
IRS990/PYOtherExpensesAmt0500
IRS990/PYRevenuesLessExpensesAmt0-110912
IRS990/PYSalariesCompEmpBnftPaidAmt05799
IRS990/PYTotalExpensesAmt0206299
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033388
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130785
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0020222150
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Hospital
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LRGHealthcare
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06035273232
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10LRGH WORKER'S COMPENSATION TRUST 005166
ReturnHeader/Filer/BusinessNameControlTxt0LRGH
ReturnHeader/Filer/EIN0020459480
ReturnHeader/Filer/PhoneNum06035273232
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ReturnHeader/Filer/USAddress/City0LACONIA
ReturnHeader/Filer/USAddress/State0NH
ReturnHeader/Filer/USAddress/ZIPCode003246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TRUST TAX ADVANTAGE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1034 STANIELS ROAD SUITE 6
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode003307
ReturnHeader/PreparerPersonGrp/PhoneNum06033694690
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J PELLETIER EA
ReturnHeader/ReturnTs02015-02-05T13:00:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,363,510
Liabilities
$0
Net assets
$1,363,510
Revenue
$39,652
Expenses
$6,264
Net income
$33,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.00$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.47$0.00$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.23$0.42$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.31$0.65$0.34
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.23$0.63$0.39
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.04$0.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.01$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.10$0.21$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.11
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.04$0.01$0.04