Civic Intelligence

May Long-Term Disability Plan Trust

990 • Fiscal year 2017 • EIN 13-3910940

Apr 01, 2016 to Mar 31, 2017

Organization ProfileN/A
Springdale, OH
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

1st percentile

-623%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

109%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$15,552,403

Down $2,634,861 (-14%) from 2016

Net Assets

Down

$15,552,403

Down $2,634,861 (-14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Up

$422,937

Up $220,230 (+109%) from 2016

Expenses

Up

$3,057,798

Up $1,885,607 (+161%) from 2016

Net Income

Down

-$2,634,861

Down $1,665,377 (-172%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$30M$20M$10M$0Assets 2012: $21,190,317Liabilities 2012: $0Net Assets 2012: $21,190,3172012Assets 2013: $20,649,874Liabilities 2013: $0Net Assets 2013: $20,649,8742013Assets 2014: $19,488,738Liabilities 2014: $0Net Assets 2014: $19,488,7382014Assets 2015: $19,156,748Liabilities 2015: $0Net Assets 2015: $19,156,7482015Assets 2016: $18,187,264Liabilities 2016: $0Net Assets 2016: $18,187,2642016Assets 2017: $15,552,403Liabilities 2017: $0Net Assets 2017: $15,552,4032017Assets 2018: $14,137,356Liabilities 2018: $0Net Assets 2018: $14,137,2972018Assets 2019: $12,550,438Liabilities 2019: $0Net Assets 2019: $12,550,4382019Assets 2020: $12,505,029Liabilities 2020: $0Net Assets 2020: $12,505,0292020Assets 2021: $12,508,668Liabilities 2021: $0Net Assets 2021: $12,508,6682021Assets 2022: $11,217,587Liabilities 2022: $0Net Assets 2022: $11,217,5872022Assets 2023: $10,706,191Liabilities 2023: $0Net Assets 2023: $10,706,1912023Assets 2024: $9,170,978Liabilities 2024: $0Net Assets 2024: $9,170,9782024Assets 2025: $9,678,692Liabilities 2025: $0Net Assets 2025: $9,678,6922025

Highlighted filing

2017

Assets$15,552,403
Liabilities$0
Net Assets$15,552,403
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $1,427,046Expenses 2012: $1,891,688Net Income 2012: -$464,6422012Revenue 2013: $1,186,372Expenses 2013: $1,726,815Net Income 2013: -$540,4432013Revenue 2014: $390,013Expenses 2014: $1,551,149Net Income 2014: -$1,161,1362014Revenue 2015: $1,073,975Expenses 2015: $1,405,965Net Income 2015: -$331,9902015Revenue 2016: $202,707Expenses 2016: $1,172,191Net Income 2016: -$969,4842016Revenue 2017: $422,937Expenses 2017: $3,057,798Net Income 2017: -$2,634,8612017Revenue 2018: $327,728Expenses 2018: $1,742,775Net Income 2018: -$1,415,0472018Revenue 2019: $597,272Expenses 2019: $2,184,190Net Income 2019: -$1,586,9182019Revenue 2020: $752,941Expenses 2020: $798,350Net Income 2020: -$45,4092020Revenue 2021: $562,814Expenses 2021: $559,175Net Income 2021: $3,6392021Revenue 2022: -$337,881Expenses 2022: $953,200Net Income 2022: -$1,291,0812022Revenue 2023: -$466,671Expenses 2023: $44,725Net Income 2023: -$511,3962023Revenue 2024: $207,175Expenses 2024: $1,742,388Net Income 2024: -$1,535,2132024Revenue 2025: $549,376Expenses 2025: $41,662Net Income 2025: $507,7142025

Highlighted filing

2017

Revenue$422,937
Expenses$3,057,798
Net Income-$2,634,861
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Mission and Program Overview

Mission

Trust created under erisa to hold and manage employee benefit assets.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$15,552,403
Liabilities
$0
Net assets
$15,552,403
Revenue
$422,937
Expenses
$3,057,798
Net income
-$2,634,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.68$0.00$9.68$0.55$0.04$0.51
2024Summary only. Only limited summary data is available for this year.$9.17$0.00$9.17$0.21$1.74$1.54
2023Summary only. Only limited summary data is available for this year.$10.7$0.00$10.7$0.47$0.04$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.34$0.95$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$0.56$0.56$0.00
2020Summary only. Only limited summary data is available for this year.$12.5$0.00$12.5$0.75$0.80$0.05
2019Summary only. Only limited summary data is available for this year.$12.6$0.00$12.6$0.60$2.18$1.59
2018Summary only. Only limited summary data is available for this year.$14.1$0.00$14.1$0.33$1.74$1.42
2017Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$0.42$3.06$2.63
2016Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$0.20$1.17$0.97
2015Summary only. Only limited summary data is available for this year.$19.2$0.00$19.2$1.07$1.41$0.33
2014Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$0.39$1.55$1.16
2013Summary only. Only limited summary data is available for this year.$20.6$0.00$20.6$1.19$1.73$0.54
2012Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$1.43$1.89$0.46