Civic Intelligence

Smith Dairy Medical Plan Trust

990 • Fiscal year 2015 • EIN 23-7358097

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 26, 2016

Organization ProfileWWW.SMITHFOODS.COM
PO Box 87Orrville, OH 44667

(330) 683-8710

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.00x

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

55th percentile

2.3%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

60th percentile

4.4%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,791,935

Up $74,738 (+4.4%) from 2014

Net Assets

Up

$1,791,935

Up $74,738 (+4.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin55th percentile

Revenue

Down

$3,184,928

Down $393,644 (-11%) from 2014

Expenses

Down

$3,110,190

Down $249,727 (-7.4%) from 2014

Net Income

Down

$74,738

Down $143,917 (-66%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2015

Assets$1,791,935
Liabilities$0
Net Assets$1,791,935
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

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

2015

Revenue$3,184,928
Expenses$3,110,190
Net Income$74,738
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 26, 2016
Return Version
2014v6.0
Gross Receipts
$3,905,418
Mission and Program Overview

Mission

To provide health benefits to eligible individuals and their families.

To provide health benefits to eligible individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,717,197$1,791,935▲ $74,738
Investments in Publicly Traded Securities$1,510,139$1,603,480▲ $93,341
Investments Other Securities$103,700$101,680▼ $2,020
Savings and Temporary Cash Investments$103,203$86,704▼ $16,499
Cash and Non-Interest-Bearing Accounts$155$71▼ $84
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,717,197$1,791,935▲ $74,738
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,717,197$1,791,935▲ $74,738
Total Liabilities and Net Assets / Fund Balance$1,717,197$1,791,935▲ $74,738

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$101,680--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Heather ZimmerlyTrustee
Karl KelblyTrustee
Nathan SchmidTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,104,754
Investment Income
$75,872
Other Revenue
$4,302
Change in Net Assets
$74,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,184,928
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,184,928
Total Revenue per Form 990
$3,184,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,925,856
Other Expenses---$184,334
Total Functional Expenses$0$0$0$3,110,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,110,190
Total Expenses per Audited Statements$3,110,190
Total Expenses per Form 990$3,110,190
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“A trustee of the smith dairy medical plan trust, nathan schmid, is also a shareholder of the plan sponsor, smithfoods orrville, inc., employer identification number 34-0536210. Smith dairy medical plan trust is the health and welfare plan for smithfoods orville, inc. (fka the smith dairy products company).”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees.”

Form 990, Part VI, Section B, Line 11

“The trustees are provided with a copy of the form 990 for review and approval prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts 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.”

Form 990, Part VI, Section C, Line 18

“The plan's form 990 is available through various websites, such as guidestar and the form 5500 is available to the public through freeerisa.com the governing documents are not provided to the public.”

Form 990, Part VI, Section C, Line 19

“The organization generally does not make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Smith Dairy Medical Plan Trust
EIN
23-7358097
Phone
3306838710
Address
PO BOX 87, ORRVILLE, OH 44667

Signing Officer

Name
Nathan Schmid
Title
President
Phone
3306838710
Signed
2016-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Schmid
Formed
1974
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Bruner Cox Llp
Address
4505 STEPHEN CIRCLE NW, CANTON, OH 44718
Preparer
Steven O Pittman
Phone
3304972000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change in the organization's process of oversight of the audit of the financial statements or in the selection process of an independent accountant.”

Raw XML Appendix290 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.

Path#Value
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A TRUSTEE OF THE SMITH DAIRY MEDICAL PLAN TRUST, NATHAN SCHMID, IS ALSO A SHAREHOLDER OF THE PLAN SPONSOR, SMITHFOODS ORRVILLE, INC., EMPLOYER IDENTIFICATION NUMBER 34-0536210. SMITH DAIRY MEDICAL PLAN TRUST IS THE HEALTH AND WELFARE PLAN FOR SMITHFOODS ORVILLE, INC. (FKA THE SMITH DAIRY PRODUCTS COMPANY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS 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/SupplementalInformationDetail/ExplanationTxt4THE PLAN'S FORM 990 IS AVAILABLE THROUGH VARIOUS WEBSITES, SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREEERISA.COM THE GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION GENERALLY DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S PROCESS OF OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS OR IN THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
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IRS990/TotalOtherCompensationAmt00
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03306838710
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044718
ReturnHeader/PreparerPersonGrp/PhoneNum03304972000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O PITTMAN
ReturnHeader/ReturnTs02016-05-04T15:46:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,791,935
Liabilities
$0
Net assets
$1,791,935
Revenue
$3,184,928
Expenses
$3,110,190
Net income
$74,738
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