Civic Intelligence

Toledo Clinic Welfare Benefit Plan

EIN 26-6343700 • 501(c)9 • Toledo, OH

Profile

N/A

4235 Secor RoadToledo, OH 43623

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

22nd percentile

-5.4%

Higher net margin than 22% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

91st percentile

$317,478

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,087,706

Down $478,688 (-10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$4,087,706

Down $478,688 (-10%) from 2024

Operations
Liabilities / Revenue31st percentileNet Margin22nd percentile

Revenue

Up

$10,143,143

Up $1,274,374 (+14%) from 2024

Expenses

Down

$10,686,558

Down $443,672 (-4.0%) from 2024

Net Income

Up

-$543,415

Up $1,718,046 (+76%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $114,196Liabilities 2010: $100,000Net Assets 2010: $14,1962010Assets 2011: $299,921Liabilities 2011: $0Net Assets 2011: $299,9212011Assets 2012: $810,606Liabilities 2012: $0Net Assets 2012: $810,6062012Assets 2013: $1,961,361Liabilities 2013: $0Net Assets 2013: $1,961,3612013Assets 2014: $2,016,030Liabilities 2014: $0Net Assets 2014: $2,016,0302014Assets 2015: $1,211,408Liabilities 2015: $0Net Assets 2015: $1,211,4082015Assets 2016: $1,027,032Liabilities 2016: $0Net Assets 2016: $1,027,0322016Assets 2017: $1,105,328Liabilities 2017: $0Net Assets 2017: $1,105,3282017Assets 2018: $2,442,232Liabilities 2018: $0Net Assets 2018: $2,442,2322018Assets 2019: $4,742,395Liabilities 2019: $0Net Assets 2019: $4,742,3952019Assets 2020: $5,490,776Liabilities 2020: $0Net Assets 2020: $5,490,7762020Assets 2021: $7,279,213Liabilities 2021: $0Net Assets 2021: $7,279,2132021Assets 2022: $8,241,432Liabilities 2022: $0Net Assets 2022: $8,241,4322022Assets 2023: $6,832,783Liabilities 2023: $0Net Assets 2023: $6,832,7832023Assets 2024: $4,566,394Liabilities 2024: $0Net Assets 2024: $4,566,3942024Assets 2025: $4,087,706Liabilities 2025: $0Net Assets 2025: $4,087,7062025

Highlighted filing

2025

Assets$4,087,706
Liabilities$0
Net Assets$4,087,706
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,233,1302010Expenses 2011: $4,853,2102011Expenses 2012: $5,159,8142012Expenses 2013: $5,402,1342013Revenue 2014: $6,361,473Expenses 2014: $6,306,804Net Income 2014: $54,6692014Revenue 2015: $6,721,986Expenses 2015: $7,526,608Net Income 2015: -$804,6222015Revenue 2016: $8,575,130Expenses 2016: $8,759,506Net Income 2016: -$184,3762016Revenue 2017: $8,952,575Expenses 2017: $8,874,279Net Income 2017: $78,2962017Revenue 2018: $11,115,616Expenses 2018: $9,778,712Net Income 2018: $1,336,9042018Revenue 2019: $12,156,575Expenses 2019: $9,856,412Net Income 2019: $2,300,1632019Revenue 2020: $11,237,422Expenses 2020: $10,489,041Net Income 2020: $748,3812020Revenue 2021: $11,298,995Expenses 2021: $9,510,558Net Income 2021: $1,788,4372021Revenue 2022: $10,252,233Expenses 2022: $9,290,014Net Income 2022: $962,2192022Revenue 2023: $8,539,519Expenses 2023: $9,954,810Net Income 2023: -$1,415,2912023Revenue 2024: $8,868,769Expenses 2024: $11,130,230Net Income 2024: -$2,261,4612024Revenue 2025: $10,143,143Expenses 2025: $10,686,558Net Income 2025: -$543,4152025

Highlighted filing

2025

Revenue$10,143,143
Expenses$10,686,558
Net Income-$543,415
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,087,706
Liabilities
$0
Net assets
$4,087,706
Revenue
$10,143,143
Expenses
$10,686,558
Net income
-$543,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$10.1$10.7$0.54
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$8.87$11.1$2.26
2023Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$8.54$9.95$1.42
2022Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$10.3$9.29$0.96
2021Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$11.3$9.51$1.79
2020Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$11.2$10.5$0.75
2019Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$12.2$9.86$2.30
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$11.1$9.78$1.34
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$8.95$8.87$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$8.58$8.76$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$6.72$7.53$0.80
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$6.36$6.31$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$5.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$5.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$4.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.10$0.01$4.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 27, 2026
Return Version
2024v5.5
Gross Receipts
$12,003,167
Mission and Program Overview

Mission

N/A

See schedule o.toledo clinic welfare benefit plan trust is used for employee and employer health contributions which are then used for the payment of medical payments including prescriptions to employees who elect health insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,566,394$4,087,706▼ $478,688
Savings and Temporary Cash Investments$2,137,968$2,598,315▲ $460,347
Investments Other Securities$2,428,426$1,489,391▼ $939,035
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,566,394$4,087,706▼ $478,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,566,394$4,087,706▼ $478,688
Total Liabilities and Net Assets / Fund Balance$4,566,394$4,087,706▼ $478,688

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,489,391--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleBaseOtherTotal
Charles KopitkeTrustee$10,010$2,689$12,699

Highest Paid Contractors

ContractorServicesLocationCompensation
Medical MutualAso Processor Fees3737 W SYLVANIA AVE, Toledo, OH 43623$348,438
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,971,329
Investment Income
$171,814
Other Revenue
$0
Change in Net Assets
$-543,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,143,143
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$723,365
Total Revenue per Audited Statements
$10,866,508
Total Revenue per Form 990
$10,143,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,268,939
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---$9,417,619
Insurance---$754,831
Fees for Services Other---$348,438
Fees for Service Investment Mgmnt Fees---$107,807
Other Expenses---$57,863
Total Functional Expenses$0$0$0$10,686,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,345,196
Expenses per Audited Statements$10,686,558
Total Expenses per Form 990$10,686,558
Expenses Not Reported on Form 990$658,638
Expenses Not Reported on Financial Statements$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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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 8A

“The organization does not contemporaneously document meetings held and written actions undertaken since the governing body consists of only one trustee.”

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

“The organization does not maintain committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was reviewed in draft form before being filed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Toledo Clinic Welfare Benefit Plan
EIN
26-6343700
Phone
4194733561
Address
4235 SECOR ROAD, TOLEDO, OH 43623

Signing Officer

Name
Charles Kopitke
Title
Trustee
Phone
4194733561
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Kopitke
Formed
2008
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
1785 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Preparer
Heidi Ferguson
Phone
4197942000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue recorded outside of the trust 658,638.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Claims paid outside of the trust 658,638.”

Raw XML Appendix345 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.TOLEDO CLINIC WELFARE BENEFIT PLAN TRUST IS USED FOR EMPLOYEE AND EMPLOYER HEALTH CONTRIBUTIONS WHICH ARE THEN USED FOR THE PAYMENT OF MEDICAL PAYMENTS INCLUDING PRESCRIPTIONS TO EMPLOYEES WHO ELECT HEALTH INSURANCE.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt09417619
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLES KOPITKE
IRS990/BooksInCareOfDetail/PhoneNum04194733561
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04235 SECOR ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043623
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04087706
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0348438
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03737 W SYLVANIA AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0TOLEDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd043623
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MEDICAL MUTUAL
IRS990/ContractorCompensationGrp/ServicesDesc0ASO PROCESSOR FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09417619
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0171814
IRS990/CYOtherExpensesAmt01268939
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09971329
IRS990/CYRevenuesLessExpensesAmt0-543415
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IRS990/CYTotalExpensesAmt010686558
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0348438
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0107807
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt048.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt061736
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES KOPITKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0245512
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt028055
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01888079
IRS990/GrossReceiptsAmt012003167
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0754831
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0143759
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0143759
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02428426
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01489391
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01860024
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0N/A
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04566394
IRS990/NetAssetsOrFundBalancesEOYAmt04087706
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028055
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt028055
IRS990/NetUnrelatedBusTxblIncmAmt0160007
IRS990/NetUnrlzdGainsLossesInvstAmt064727
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBIT
IRS990/OtherExpensesGrp/TotalAmt057863
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09971329
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0189659
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08679110
IRS990/PYRevenuesLessExpensesAmt0-2261461
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IRS990/PYTotalExpensesAmt011130230
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IRS990/PYTotalRevenueAmt08868769
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-543415
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02137968
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IRS990ScheduleD/ExpensesSubtotalAmt010686558
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01489391
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TREASURY NOTES MATURING >1 YR
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0723365
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010143143
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REVENUE RECORDED OUTSIDE OF THE TRUST 658,638.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CLAIMS PAID OUTSIDE OF THE TRUST 658,638.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt01489391
IRS990ScheduleD/TotalExpensesPerForm990Amt010686558
IRS990ScheduleD/TotalRevenuePerForm990Amt010143143
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010866508
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011345196
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt010010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt05280
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt01017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024414
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLES KOPITKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt012699
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0304779
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH IRS RULES, DISABILITY, GROUP TERM LIFE, ETC. HAVE BEEN GROSSED UP FOR THE APPLICABLE TAXES.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1PERFORMED IN ACCORDANCE WITH IRS MANDATES.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2CHARLES KOPITKE: AMOUNT INCLUDED IN PENSION
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 1B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN SINCE THE GOVERNING BODY CONSISTS OF ONLY ONE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAINTAIN COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 WAS REVIEWED IN DRAFT FORM BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0340936207
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MEDICAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0TOLEDO CLINIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt04235 SECOR ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TOLEDO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd043623
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07541173
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1304779
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0AUDITED FINANCIALS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL COST PER PAYROLL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TOLEDO CLINIC INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TOLEDO CLINIC INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04566394
IRS990/TotalAssetsEOYAmt04087706
IRS990/TotalAssetsGrp/BOYAmt04566394
IRS990/TotalAssetsGrp/EOYAmt04087706
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010686558
IRS990/TotalGrossUBIAmt0171814
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04566394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04087706
IRS990/TotalOtherCompensationAmt061736
IRS990/TotalProgramServiceRevenueAmt09971329
IRS990/TotalReportableCompFromOrgAmt010230
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09971329
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010143143
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0171814
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04566394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04087706
IRS990/TotReportableCompRltdOrgAmt0245512
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04235 SECOR ROAD
IRS990/USAddress/CityNm0TOLEDO
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043623
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES KOPITKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04194733561
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOLEDO CLINIC WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0TOLE
ReturnHeader/Filer/EIN0266343700
ReturnHeader/Filer/PhoneNum04194733561
ReturnHeader/Filer/USAddress/AddressLine1Txt04235 SECOR ROAD
ReturnHeader/Filer/USAddress/CityNm0TOLEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 INDIAN WOOD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04197942000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI FERGUSON
ReturnHeader/ReturnTs02026-03-02T10:09:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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