Civic Intelligence

Smith Dairy Medical Plan Trust

990 • Fiscal year 2010 • EIN 23-7358097

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 19, 2011

Organization ProfileWWW.SMITHFOODS.COM
PO Box 8744667
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2010 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,164,279

No earlier filing loaded for comparison.

Net Assets

$1,164,279

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,545,421

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,164,279Liabilities 2010: $0Net Assets 2010: $1,164,2792010Assets 2011: $1,336,436Liabilities 2011: $0Net Assets 2011: $1,336,4362011Assets 2012: $1,361,311Liabilities 2012: $0Net Assets 2012: $1,361,3112012Assets 2013: $1,498,542Liabilities 2013: $0Net Assets 2013: $1,498,5422013Assets 2014: $1,717,197Liabilities 2014: $0Net Assets 2014: $1,717,1972014Assets 2015: $1,791,935Liabilities 2015: $0Net Assets 2015: $1,791,9352015Assets 2016: $101,406Liabilities 2016: $0Net Assets 2016: $101,4062016

Highlighted filing

2010

Assets$1,164,279
Liabilities$0
Net Assets$1,164,279
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,545,4212010Expenses 2011: $2,917,7512011Expenses 2012: $2,720,9492012Expenses 2013: $2,782,1572013Revenue 2014: $3,578,572Expenses 2014: $3,359,917Net Income 2014: $218,6552014Revenue 2015: $3,184,928Expenses 2015: $3,110,190Net Income 2015: $74,7382015Revenue 2016: $1,424,196Expenses 2016: $3,114,725Net Income 2016: -$1,690,5292016

Highlighted filing

2010

Revenue-
Expenses$2,545,421
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 19, 2011
Return Version
2009v1.7
Gross Receipts
$3,001,100
Mission and Program Overview

Mission

To provide health benefits to eligible individuals and their families.

Filing and Contact Details

Filer

EIN
23-7358097
Raw XML Appendix268 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/ActivityOrMissionDescription0To provide health benefits to eligible individuals
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 87
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IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode044667
IRS990/AnnualDisclosureCoveredPersons01
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IRS990/InvestmentsPubTradedSecurities/BOY0954520
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IRS990/MoreThan5000KToIndividuals00
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IRS990/NetGainOrLossInvestments/ExclusionAmount0-7031
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-7031
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfContractorsGT100K00
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IRS990/OtherExpenses/Description0CLAIM ADMINISTRATION FE
IRS990/OtherExpenses/Total0104738
IRS990/OtherRevenueCurrentYear0107249
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0UNREALIZED APPRECIATIO
IRS990/OtherRevenueMisc/ExclusionAmount0107249
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IRS990/ProgramServiceRevenue/Description1PARTICIPANTS
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IRS990/ProgramServiceRevenue/TotalRevenueColumn1225276
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/RegularMonitoringEnforcement01
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IRS990/RelatedOrgControlledEntity00
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IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY062342
IRS990/SavingsAndTempCashInvestments/EOY090674
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0147130
IRS990ScheduleD/ExcessOrDeficitPerFS0147130
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal02545421
IRS990ScheduleD/RevenueNotRptdF99000
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IRS990ScheduleD/RevenueSubtotal02692551
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IRS990ScheduleD/TotalExpenses02545421
IRS990ScheduleD/TotalExpensesPerForm99002545421
IRS990ScheduleD/TotalOfBookValueLandBuildings00
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IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEES OF THE SMITH DAIRY MEDICAL PLAN TRUST, STEPHEN SCHMID, STEPHEN HINES, AND RONALD THEM ARE ALSO SHAREHOLDERS OF THE PLAN SPONSOR, SMITH DAIRY PRODUCTS COMPANY, EMPLOYER IDENTIFICATION NUMBER 34-0536210. SMITH DAIRY MEDICAL PLAN TRUST IS THE HEALTH AND WELFARE PLAN FOR THE SMITH DAIRY PRODUCTS COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2The Trustees are provided with a copy of the Form 990 for review and approval prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation3CONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTION REGULATIONS UNDER ERISA. IN ADDITION TO THE WRITTEN POLICY AND ANNUAL DISTRIBUTION, THE PLAN'S ERISA ATTORNEY CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation4THE PLAN'S FORM 990 IS AVAILABLE THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR AND THE FROM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREEERISA.COM THE GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation5The organization generally does not make its governing documents and financial statements available to the public.
IRS990ScheduleO/GeneralExplanation/Explanation6THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S PROCESS OF OVERSITE OF THE AUDIT OF THE FINANCIAL STATEMENTS OR IN THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Section C, line 18
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/Identifier6FORM 990, PART XI, LINE 2C
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IRS990/WebSite0www.smithdairy.com
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237358097
ReturnHeader/Filer/Name/BusinessNameLine10Smith Dairy Medical Plan Trust
ReturnHeader/Filer/NameControl0SMIT
ReturnHeader/Filer/Phone03306838710
ReturnHeader/Filer/USAddress/AddressLine10PO Box 87
ReturnHeader/Filer/USAddress/City0Orrville
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044667
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-04-19
ReturnHeader/Officer/Name0STEPHEN R HINES
ReturnHeader/Officer/Phone03306838710
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRUNER COX LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104505 STEPHEN CIRCLE NW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CANTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044718
ReturnHeader/Preparer/Name0Steven O Pittman
ReturnHeader/Preparer/Phone03304972000
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-04-26T10:26:04-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,164,279
Liabilities
$0
Net assets
$1,164,279
Revenue
-
Expenses
$2,545,421
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.42$3.11$1.69
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$3.18$3.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$3.58$3.36$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$2.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$2.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.55