Civic Intelligence

Carter Employee Welfare Trust

990 • Fiscal year 2010 • EIN 31-0877292

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 07, 2011

Organization ProfileN/A
601 Tallmadge Road44240-7331
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.23x

Higher debt load relative to assets than 73% of similar nonprofits.

2010 filings • 501(c)9 • $10M-$25M 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 / Assets73rd percentile

Assets

$475,573

No earlier filing loaded for comparison.

Net Assets

$365,692

No earlier filing loaded for comparison.

Liabilities

$109,881

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$14,176,453

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.

$600K$400K$200K$0-$200KAssets 2010: $475,573Liabilities 2010: $109,881Net Assets 2010: $365,6922010Assets 2011: $319,916Liabilities 2011: $70,435Net Assets 2011: $249,4812011Assets 2012: $219,387Liabilities 2012: $277,869Net Assets 2012: -$58,4822012Assets 2013: $376,610Liabilities 2013: $498,564Net Assets 2013: -$121,9542013

Highlighted filing

2010

Assets$475,573
Liabilities$109,881
Net Assets$365,692
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $14,176,4532010Expenses 2011: $14,744,3232011Expenses 2012: $15,404,3642012Revenue 2013: $18,777,429Expenses 2013: $18,840,901Net Income 2013: -$63,4722013

Highlighted filing

2010

Revenue-
Expenses$14,176,453
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 7, 2011
Return Version
2010v3.4
Gross Receipts
$13,931,455
Mission and Program Overview

Mission

To provide medical, dental, life and accidental death and dismemberment benefits to employees and their dependents of the carter companies who participate.

Filing and Contact Details

Filer

EIN
31-0877292
Raw XML Appendix291 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY02250
IRS990/AccountsPayableAccruedExpenses/EOY034731
IRS990/AccountsReceivable/BOY0435846
IRS990/AccountsReceivable/EOY0394462
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE BENEFITS TO CARTER PARTICIPANT EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AddressPrincipalOfficerUS/AddressLine10601 TALLMADGE ROAD
IRS990/AddressPrincipalOfficerUS/City0KENT
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode0442407331
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY012284560
IRS990/BenefitsPaidToMembersPriorYear010477837
IRS990/BenefitsToMembers/Total012284560
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0BRIAN HORNING
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IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenue/Description1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenue/Description2COBRA STIMULUS
IRS990/ProgramServiceRevenue/Description3INSURANCE REIMBURSEMEN
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome09197500
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome14281665
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2279772
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IRS990ScheduleD/ExcessOrDeficitForYear0-244998
IRS990ScheduleD/ExcessOrDeficitPerFS0-244998
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal014176453
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS QUALIFIES AS AN EXEMPT ORANIZATION UNDER SECTION 501(9)(C) OF THE INTERNAL REVENUE CODE (IRC). THE TRUST OBTAINED A DETERMINATION LETTER DATED OCTOBER 12, 2005, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2010, THE PLAN HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2007, 2008 AND 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/OtherLiabilities/Amount02997
IRS990ScheduleD/OtherLiabilities/Amount172153
IRS990ScheduleD/OtherLiabilities/Description0WELLNESS CREDIT
IRS990ScheduleD/OtherLiabilities/Description1DENTAL PREMIUMS
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IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0CARTER EMPLOYEE WELFARE TRUST AT THIS TIME DOES NOT HOLD ANY MEETINGS.
IRS990ScheduleO/GeneralExplanation/Explanation1CARTER EMPLOYEE WELFARE TRUST AT THIS TIME DOES NOT HOLD ANY MEETINGS.
IRS990ScheduleO/GeneralExplanation/Explanation2CARTER EMPLOYEE WELFARE TRUST RECEIVES A COPY OF FORM 990 TO REVIEW BEFORE THE FORM IS FILED. FORM 990 IS REVIEWED BY THE THREE-MEMBER BOARD OF TRUSTEES FOR APPROVAL OF COMPLETENESS AND ACCURACY.
IRS990ScheduleO/GeneralExplanation/Explanation3CARTER EMPLOYEE WELFARE TRUST MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4CARTER EMPLOYEE WELFARE TRUST HAS A THREE MEMBER BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS REMAINED THE SAME SINCE THE PRIOR YEAR PROCESS.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0310877292
ReturnHeader/Filer/Name/BusinessNameLine10CARTER EMPLOYEE WELFARE TRUST
ReturnHeader/Filer/NameControl0CART
ReturnHeader/Filer/Phone03306736100
ReturnHeader/Filer/USAddress/AddressLine10601 TALLMADGE ROAD
ReturnHeader/Filer/USAddress/City0KENT
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0442407331
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-07
ReturnHeader/Officer/Name0BRIAN HORNING
ReturnHeader/Officer/Phone03306736100
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/Preparer/DatePrepared02011-11-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SS&G FINANCIAL SERVICES INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10301 SPRINGSIDE DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AKRON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0443332434
ReturnHeader/Preparer/Name0JAMES M DANNEMILLER
ReturnHeader/Preparer/Phone03306689696
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-08T08:34:58-06:00

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
$475,573
Liabilities
$109,881
Net assets
$365,692
Revenue
-
Expenses
$14,176,453
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.50$0.12$18.8$18.8$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.28$0.06$15.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.07$0.25$14.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.11$0.37$14.2