Civic Intelligence

Swope Group Employee Benefit Fund

EIN 31-0999192 • 501(c)9 • Elizabethtown, KY

View Organization Page

Profile

To provide medical and prescription drug benefits for participating employees and their enrolled dependents.

1100 N Dixie HighwayElizabethtown, KY 42701

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

52nd percentile

4.6%

Faster revenue growth than 52% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,022,735

Up $582,423 (+40%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,022,735

Up $582,423 (+40%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin69th percentile

Revenue

Up

$3,403,048

Up $536,259 (+19%) from 2023

Expenses

Down

$2,820,625

Down $159,919 (-5.4%) from 2023

Net Income

Up

$582,423

Up $696,178 (+612%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,349,006Liabilities 2016: $0Net Assets 2016: $1,349,0062016Assets 2017: $1,085,450Liabilities 2017: $0Net Assets 2017: $1,085,4502017Assets 2018: $1,169,944Liabilities 2018: $0Net Assets 2018: $1,169,9442018Assets 2019: $848,319Liabilities 2019: $0Net Assets 2019: $848,3192019Assets 2020: $612,289Liabilities 2020: $0Net Assets 2020: $612,2892020Assets 2021: $1,065,243Liabilities 2021: $0Net Assets 2021: $1,065,2432021Assets 2022: $1,554,067Liabilities 2022: $0Net Assets 2022: $1,554,0672022Assets 2023: $1,440,312Liabilities 2023: $0Net Assets 2023: $1,440,3122023Assets 2024: $2,022,735Liabilities 2024: $0Net Assets 2024: $2,022,7352024

Highlighted filing

2024

Assets$2,022,735
Liabilities$0
Net Assets$2,022,735
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $1,908,363Expenses 2016: $1,901,805Net Income 2016: $6,5582016Revenue 2017: $1,806,661Expenses 2017: $2,070,217Net Income 2017: -$263,5562017Revenue 2018: $1,808,466Expenses 2018: $1,723,972Net Income 2018: $84,4942018Revenue 2019: $1,748,161Expenses 2019: $2,069,786Net Income 2019: -$321,6252019Revenue 2020: $2,075,454Expenses 2020: $2,311,484Net Income 2020: -$236,0302020Revenue 2021: $2,523,651Expenses 2021: $2,070,697Net Income 2021: $452,9542021Revenue 2022: $3,110,681Expenses 2022: $2,621,857Net Income 2022: $488,8242022Revenue 2023: $2,866,789Expenses 2023: $2,980,544Net Income 2023: -$113,7552023Revenue 2024: $3,403,048Expenses 2024: $2,820,625Net Income 2024: $582,4232024

Highlighted filing

2024

Revenue$3,403,048
Expenses$2,820,625
Net Income$582,423
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,022,735
Liabilities
$0
Net assets
$2,022,735
Revenue
$3,403,048
Expenses
$2,820,625
Net income
$582,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$3.40$2.82$0.58
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$2.87$2.98$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$3.11$2.62$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$2.52$2.07$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.08$2.31$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.75$2.07$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.81$1.72$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.81$2.07$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.91$1.90$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$3,403,048
Mission and Program Overview

Mission

To provide medical and prescription drug benefits for participating employees and their enrolled dependents.

To provide medical expenses for employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,440,312$2,022,735▲ $582,423
Rtn Earn Endowment Incm Other Fnds$1,440,312$2,022,735▲ $582,423
Total Assets$1,440,312$2,022,735▲ $582,423
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,440,312$2,022,735▲ $582,423
Total Liabilities and Net Assets / Fund Balance$1,440,312$2,022,735▲ $582,423
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mr Carl SwopeTrustee
Mr Dennis FanteTrustee
Mr Richard SwopeTrustee
Mr Robert SwopeTrustee
Jennifer KesslerOfficer

Highest Paid Contractors

ContractorServicesLocationCompensation
UmrPlan Management115 W WAUSAU AVE, Wausau, WI 54401-2875$431,147
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,403,048
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$582,423

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,403,048
Total Revenue per Audited Statements
$3,403,048
Total Revenue per Form 990
$3,403,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,097
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$2,379,528--$2,379,528
Other Expenses$431,147--$431,147
Fees for Services Accounting-$9,950-$9,950
Total Functional Expenses$2,810,675$9,950$0$2,820,625

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,820,625
Total Expenses per Audited Statements$2,820,625
Total Expenses per Form 990$2,820,625
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, Page 6, Part VI, Line 2

“Richard swope trustee carl swope trustee robert swope trustee”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is distributed to each member of the governing body once approved.”

Form 990, Page 6, Part VI, Line 19

“Upon request they can be viewed.”

Form 990, Part VII

“Mr. Richard swope - 6514 dixie hwy, louisville, ky 40258 - director mr. Carl swope - 1100 n. Dixie hwy, elizabethtown, ky 42701 - director mr. Dennis fante - 6514 dixie hwy, louisville, ky 40258 - director mr. Robert swope - 1100 n. Dixie hwy, elizabethtown, ky 42701 - director mrs. Jennifer kessler - 1100 n. Dixie hwy, elizabethtown, ky 42701 - officer the directors and officer are fairly compensated by the employers sponsoring and contributing to the organization. Per form 990 instructions, these organizations and compensation should be reported. No compensation is provided by the swope group employee benefit fund. This information can be furnished in the event of an irs review.”

Filing and Contact Details

Filer

Filer Name
Swope Group Employee Benefit Fund
EIN
31-0999192
Phone
2707652181
Address
1100 N DIXIE HIGHWAY, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Jennifer Kessler
Title
Officer
Phone
2707652181
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Kessler
Formed
1980
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Bowden & Wood Pllc
Address
304 MIDDLETOWN PARK PLACE, LOUISVILLE, KY 40243-2555
Preparer
Nicholas M Schaefer
Phone
5025830262
Raw XML Appendix277 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD SWOPE TRUSTEE CARL SWOPE TRUSTEE ROBERT SWOPE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE GOVERNING BODY ONCE APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST THEY CAN BE VIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MR. RICHARD SWOPE - 6514 DIXIE HWY, LOUISVILLE, KY 40258 - DIRECTOR MR. CARL SWOPE - 1100 N. DIXIE HWY, ELIZABETHTOWN, KY 42701 - DIRECTOR MR. DENNIS FANTE - 6514 DIXIE HWY, LOUISVILLE, KY 40258 - DIRECTOR MR. ROBERT SWOPE - 1100 N. DIXIE HWY, ELIZABETHTOWN, KY 42701 - DIRECTOR MRS. JENNIFER KESSLER - 1100 N. DIXIE HWY, ELIZABETHTOWN, KY 42701 - OFFICER THE DIRECTORS AND OFFICER ARE FAIRLY COMPENSATED BY THE EMPLOYERS SPONSORING AND CONTRIBUTING TO THE ORGANIZATION. PER FORM 990 INSTRUCTIONS, THESE ORGANIZATIONS AND COMPENSATION SHOULD BE REPORTED. NO COMPENSATION IS PROVIDED BY THE SWOPE GROUP EMPLOYEE BENEFIT FUND. THIS INFORMATION CAN BE FURNISHED IN THE EVENT OF AN IRS REVIEW.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER KESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707652181
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWOPE GROUP EMPLOYEE BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SWOP
ReturnHeader/Filer/EIN0310999192
ReturnHeader/Filer/PhoneNum02707652181
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 N DIXIE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610713437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWDEN & WOOD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 MIDDLETOWN PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402432555
ReturnHeader/PreparerPersonGrp/PhoneNum05025830262
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS M SCHAEFER
ReturnHeader/ReturnTs02025-11-13T08:53:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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