Civic Intelligence

Smith Dairy Medical Plan Trust

990 • Fiscal year 2012 • EIN 23-7358097

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 10, 2013

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

34th percentile

0.00x

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

2012 filings • 501(c)9 • $1M-$5M 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

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M 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 / Assets34th percentile

Assets

Up

$1,361,311

Up $24,875 (+1.9%) from 2011

Net Assets

Up

$1,361,311

Up $24,875 (+1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,720,949

Down $196,802 (-6.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2012

Assets$1,361,311
Liabilities$0
Net Assets$1,361,311
Open 2012 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

2012

Revenue-
Expenses$2,720,949
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 10, 2013
Return Version
2011v1.5
Gross Receipts
$3,046,956
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 Appendix288 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/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
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IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-1804
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IRS990/NonDeductibleContributions00
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IRS990/OtherExpenses/Description0CLAIM ADMINISTRATION FE
IRS990/OtherExpenses/Total0152256
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IRS990/OtherRevenueMisc/Description0UNREALIZED DEPRECIATIO
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IRS990/ProgramServiceRevenue/ExclusionAmount1333076
IRS990/ProgramServiceRevenue/ExclusionAmount276296
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IRS990/ProgramServiceRevenue/TotalRevenueColumn1333076
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IRS990/ReconcilationRevenueExpenses024875
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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/Explanation6FORM 990, PART XII, LINE 2C THERE 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/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0237358097
ReturnHeader/Filer/Name/BusinessNameLine10SMITH DAIRY MEDICAL PLAN TRUST
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ReturnHeader/Filer/Phone03306838710
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ReturnHeader/PreparerFirm/EIN0340641962
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/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-04-12T12:06:54-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,361,311
Liabilities
$0
Net assets
$1,361,311
Revenue
-
Expenses
$2,720,949
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