Civic Intelligence

Carter Employee Welfare Trust

990 • Fiscal year 2011 • EIN 31-0877292

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 08, 2012

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

0.22x

Higher debt load relative to assets than 73% 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

2nd percentile

-33%

Faster asset growth than 2% 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.

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$319,916

Down $155,657 (-33%) from 2010

Net Assets

Down

$249,481

Down $116,211 (-32%) from 2010

Liabilities

Down

$70,435

Down $39,446 (-36%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,744,323

Up $567,870 (+4.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2011

Assets$319,916
Liabilities$70,435
Net Assets$249,481
Open 2011 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

2011

Revenue-
Expenses$14,744,323
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 8, 2012
Return Version
2011v1.2
Gross Receipts
$14,628,112
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 Appendix359 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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IRS990/ActivityOrMissionDescription0TO PROVIDE BENEFITS TO CARTER PARTICIPANT EMPLOYEES AND THEIR DEPENDENTS.
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IRS990/AuditCommittee01
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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, 2011, 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, 2008, 2009 AND 2010.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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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/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8A
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 C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/Form990ScheduleRPartIV/EIN0340134330
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0OH
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10THE CARTER-JONES LUMBER COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0RETAIL STORE FOR LUMBER AND BUILING MATERIALS
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IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10THE CARTER-JONES LUMBER COMPANY (EMPLOYER CONTRIBUTION TO VEBA)
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ReturnHeader/Filer/Name/BusinessNameLine10CARTER EMPLOYEE WELFARE TRUST
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ReturnHeader/Officer/DateSigned02012-11-08
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0443332434
ReturnHeader/Preparer/Name0JAMES M DANNEMILLER
ReturnHeader/Preparer/Phone03306689696
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T08:11:32-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$319,916
Liabilities
$70,435
Net assets
$249,481
Revenue
-
Expenses
$14,744,323
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