Civic Intelligence

Gmp-Employers Retiree Trust

990 • Fiscal year 2012 • EIN 23-6411794

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 22, 2013

Organization ProfileWWW.GMPTRUST.COM

View Organization Page

5245 Big Pine Way SE33907
Siviq Scores

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

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$313,289,723

Up $36,742,535 (+13%) from 2011

Net Assets

Up

$292,762,274

Up $30,721,847 (+12%) from 2011

Liabilities

Up

$20,527,449

Up $6,020,688 (+42%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$40,312,883

Down $3,765,906 (-8.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600M$400M$200M$0Assets 2010: $261,503,225Liabilities 2010: $1,038,837Net Assets 2010: $260,464,3882010Assets 2011: $276,547,188Liabilities 2011: $14,506,761Net Assets 2011: $262,040,4272011Assets 2012: $313,289,723Liabilities 2012: $20,527,449Net Assets 2012: $292,762,2742012Assets 2013: $354,064,863Liabilities 2013: $7,446,282Net Assets 2013: $346,618,5812013Assets 2014: $366,240,343Liabilities 2014: $4,884,757Net Assets 2014: $361,355,5862014Assets 2015: $353,191,408Liabilities 2015: $6,983,634Net Assets 2015: $346,207,7742015Assets 2016: $376,075,813Liabilities 2016: $11,864,699Net Assets 2016: $364,211,1142016Assets 2017: $414,298,024Liabilities 2017: $10,548,555Net Assets 2017: $403,749,4692017Assets 2018: $381,155,222Liabilities 2018: $5,234,954Net Assets 2018: $375,920,2682018Assets 2019: $448,755,492Liabilities 2019: $8,413,112Net Assets 2019: $440,342,3802019Assets 2020: $495,659,060Liabilities 2020: $7,686,766Net Assets 2020: $487,972,2942020Assets 2021: $580,904,885Liabilities 2021: $6,905,320Net Assets 2021: $573,999,5652021Assets 2022: $532,292,322Liabilities 2022: $55,277,016Net Assets 2022: $477,015,3062022Assets 2023: $545,681,576Liabilities 2023: $4,444,468Net Assets 2023: $541,237,1082023Assets 2024: $597,598,177Liabilities 2024: $4,818,493Net Assets 2024: $592,779,6842024

Highlighted filing

2012

Assets$313,289,723
Liabilities$20,527,449
Net Assets$292,762,274
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2010: $43,783,4022010Expenses 2011: $44,078,7892011Expenses 2012: $40,312,8832012Revenue 2013: $51,558,545Expenses 2013: $38,633,777Net Income 2013: $12,924,7682013Revenue 2014: $38,096,539Expenses 2014: $37,050,179Net Income 2014: $1,046,3602014Revenue 2015: $25,272,647Expenses 2015: $38,019,098Net Income 2015: -$12,746,4512015Revenue 2016: $40,574,179Expenses 2016: $39,529,771Net Income 2016: $1,044,4082016Revenue 2017: $43,412,513Expenses 2017: $37,309,332Net Income 2017: $6,103,1812017Revenue 2018: $39,985,737Expenses 2018: $36,158,747Net Income 2018: $3,826,9902018Revenue 2019: $44,425,743Expenses 2019: $38,648,801Net Income 2019: $5,776,9422019Revenue 2020: $35,899,452Expenses 2020: $33,025,068Net Income 2020: $2,874,3842020Revenue 2021: $59,519,883Expenses 2021: $33,227,543Net Income 2021: $26,292,3402021Revenue 2022: $9,825,333Expenses 2022: $30,779,467Net Income 2022: -$20,954,1342022Revenue 2023: $43,787,172Expenses 2023: $31,202,129Net Income 2023: $12,585,0432023Revenue 2024: $48,346,239Expenses 2024: $28,840,110Net Income 2024: $19,506,1292024

Highlighted filing

2012

Revenue-
Expenses$40,312,883
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 22, 2013
Return Version
2012v2.1
Gross Receipts
$156,655,679
Mission and Program Overview

Mission

The g.m.p. Employers retiree trust was created in collective bargaining negotiations to provide post-retirement health care coverage to eligible retirees and their spouses. It also provides a $2,000 death benefit to eligible retirees.

Filing and Contact Details

Filer

EIN
23-6411794
Raw XML AppendixShowing 400 of 518 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1MINTON BUILDING RENTAL 167,682.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation4RENTAL LOSS REPORTED ON THE AUDITED FINANCIAL STATEMENTS NOT REPORTED ON THE FORM 990.
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IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/OtherSecurities/MethodOfValuation5F
IRS990ScheduleD/OtherSecurities/MethodOfValuation6F
IRS990ScheduleD/OtherSecurities/MethodOfValuation7F
IRS990ScheduleD/OtherSecurities/MethodOfValuation8F
IRS990ScheduleD/OtherSecurities/MethodOfValuation9F
IRS990ScheduleD/OtherSecurities/MethodOfValuation10F
IRS990ScheduleD/RevenueNotRptdF9900167682
IRS990ScheduleD/RevenueNotRptdOnFinStmt020809357
IRS990ScheduleD/RevenueSubtotal029169376
IRS990ScheduleD/TotalBookValueOtherAssets019962854
IRS990ScheduleD/TotalExpensesPerForm990040312883
IRS990ScheduleD/TotalOfAmounts019728818
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities096210560
IRS990ScheduleD/TotalRevenuePerForm990049978733
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt039141451
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt029337058
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990/ScheduleJRequired00
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF THE FORM 990 WILL BE SENT TO EACH MEMBER OF THE GOVERNING BODY IMMEDIATELY FOLLOWING THE COMPLETION AND FILING OF THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation1COMPENSATION IS COMPARED WITH INDUSTRY DATA BY THE ACTUARY EVERY THREE TO FIVE YEARS AND IS APPROVED BY TRUSTEES FOR ALL SALARY BASED POSITIONS. THESE APPROVALS ARE DOCUMENTED IN THE PLAN'S MINUTES OF WHICH TOOK PLACE IN NOVEMBER 2012.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUST PROVIDES COPIES TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3TRANSFER FUNDS FROM MINTON BUILDING TO GMP -32,409.
IRS990ScheduleO/GeneralExplanation/Explanation4TRUST CHANGED ITS ACCOUNTING METHOD FROM A MODIFIED CASH BASIS TO ACCRUAL BASIS AS OF JANUARY 1, 2012.
IRS990ScheduleO/GeneralExplanation/Explanation5THE TRUST UTILIZES AN AUDIT COMMITTEE THAT CONSISTS OF OFFICERS AND DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1ACCOUNTING METHOD
IRS990ScheduleO/GeneralExplanation/Identifier2COMMITTEE FOR AUDIT OVERSIGHT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990 PART XII, LINE 1
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990 PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine105245 BIG PINE WAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0FORT MYERS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0FL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode033907
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10G M P-EMPLOYERS RETIREE TRUST

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$313,289,723
Liabilities
$20,527,449
Net assets
$292,762,274
Revenue
-
Expenses
$40,312,883
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$598$4.82$593$48.3$28.8$19.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$546$4.44$541$43.8$31.2$12.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$532$55.3$477$9.83$30.8$21.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$581$6.91$574$59.5$33.2$26.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$496$7.69$488$35.9$33.0$2.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$449$8.41$440$44.4$38.6$5.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$5.23$376$40.0$36.2$3.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$414$10.5$404$43.4$37.3$6.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$376$11.9$364$40.6$39.5$1.04
2015Detailed filing. Detailed filing data is available for this year.$353$6.98$346$25.3$38.0$12.7
2014Detailed filing. Detailed filing data is available for this year.$366$4.88$361$38.1$37.1$1.05
2013Detailed filing. Detailed filing data is available for this year.$354$7.45$347$51.6$38.6$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$313$20.5$293$40.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$14.5$262$44.1
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$1.04$260$43.8