Civic Intelligence

Smart Group Vstd Plan and Trust

990 • Fiscal year 2011 • EIN 27-6365479

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

24950 Country Club Blvd Suite 34044070
Siviq Scores

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

Liabilities / Assets

99th percentile

2.26x

Higher debt load relative to assets than 99% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

1st percentile

-59%

Faster asset growth than 1% of similar nonprofits.

2011 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$43,400

Down $62,671 (-59%) from 2010

Net Assets

Up

-$54,803

Up $90,083 (+62%) from 2010

Liabilities

Down

$98,203

Down $152,754 (-61%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$13,446,725

Up $3,059,693 (+29%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $106,071Liabilities 2010: $250,957Net Assets 2010: -$144,8862010Assets 2011: $43,400Liabilities 2011: $98,203Net Assets 2011: -$54,8032011Assets 2012: $1,547,168Liabilities 2012: $214,268Net Assets 2012: $1,332,9002012Assets 2013: $2,690,786Liabilities 2013: $1,174,292Net Assets 2013: $1,516,4942013Assets 2015: $4,791,465Liabilities 2015: $105,740Net Assets 2015: $4,685,7252015Assets 2016: $9,690,082Liabilities 2016: $823,044Net Assets 2016: $8,867,0382016Assets 2017: $11,060,807Liabilities 2017: $1,272,832Net Assets 2017: $9,787,9752017Assets 2018: $10,737,532Liabilities 2018: $1,706,936Net Assets 2018: $9,030,5962018Assets 2019: $19,218,896Liabilities 2019: $111,272Net Assets 2019: $19,107,6242019Assets 2020: $17,294,089Liabilities 2020: $21,430Net Assets 2020: $17,272,6592020Assets 2021: $11,681,944Liabilities 2021: $0Net Assets 2021: $11,681,9442021Assets 2022: $6,170,934Liabilities 2022: $0Net Assets 2022: $6,170,9342022Assets 2023: $12,871,821Liabilities 2023: $0Net Assets 2023: $12,871,8212023Assets 2024: $19,591,877Liabilities 2024: $0Net Assets 2024: $19,591,8772024

Highlighted filing

2011

Assets$43,400
Liabilities$98,203
Net Assets-$54,803

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $10,387,0322010Expenses 2011: $13,446,7252011Expenses 2012: $14,831,7212012Revenue 2013: $16,258,292Expenses 2013: $15,834,575Net Income 2013: $423,7172013Revenue 2015: $17,969,552Expenses 2015: $16,122,346Net Income 2015: $1,847,2062015Revenue 2016: $17,251,904Expenses 2016: $13,105,296Net Income 2016: $4,146,6082016Revenue 2017: $19,044,140Expenses 2017: $18,846,983Net Income 2017: $197,1572017Revenue 2018: $18,935,216Expenses 2018: $18,665,595Net Income 2018: $269,6212018Revenue 2019: $25,224,420Expenses 2019: $16,305,873Net Income 2019: $8,918,5472019Revenue 2020: $15,701,899Expenses 2020: $18,385,328Net Income 2020: -$2,683,4292020Revenue 2021: $15,396,977Expenses 2021: $20,254,162Net Income 2021: -$4,857,1852021Revenue 2022: $14,066,847Expenses 2022: $18,131,584Net Income 2022: -$4,064,7372022Revenue 2023: $21,761,070Expenses 2023: $15,864,074Net Income 2023: $5,896,9962023Revenue 2024: $23,855,692Expenses 2024: $17,869,605Net Income 2024: $5,986,0872024

Highlighted filing

2011

Revenue-
Expenses$13,446,725
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Gross Receipts
$13,536,808
Mission and Program Overview

Mission

Provides short term and long term diability benefits to members

Filing and Contact Details

Filer

EIN
27-6365479
Raw XML Appendix394 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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ReturnHeader/Officer/Name0Kim Thompson
ReturnHeader/Officer/Phone02162289400
ReturnHeader/Officer/Title0Gen Sec & Treas
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T08:43:18-07:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$0.00$19.6$23.9$17.9$5.99
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$21.8$15.9$5.90
2022Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$14.1$18.1$4.06
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$15.4$20.3$4.86
2020Detailed filing. Detailed filing data is available for this year.$17.3$0.02$17.3$15.7$18.4$2.68
2019Detailed filing. Detailed filing data is available for this year.$19.2$0.11$19.1$25.2$16.3$8.92
2018Detailed filing. Detailed filing data is available for this year.$10.7$1.71$9.03$18.9$18.7$0.27
2017Detailed filing. Detailed filing data is available for this year.$11.1$1.27$9.79$19.0$18.8$0.20
2016Detailed filing. Detailed filing data is available for this year.$9.69$0.82$8.87$17.3$13.1$4.15
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.11$4.69$18.0$16.1$1.85
2013Detailed filing. Detailed filing data is available for this year.$2.69$1.17$1.52$16.3$15.8$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.21$1.33$14.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.10$0.05$13.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.25$0.14$10.4