Civic Intelligence

Hamilton Caster Employee Health

EIN 31-1024957 • 501(c)9 • Hamilton, OH

Profile

NONE

1637 Dixie HighwayHamilton, OH 45011

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 2025

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

99th percentile

523%

Faster asset growth than 99% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

9.0%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,397

Up $2,012 (+523%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,397

Up $2,012 (+523%) from 2024

Operations
Liabilities / Revenue52nd percentileNet Margin42nd percentile

Revenue

Up

$1,166,400

Up $96,118 (+9.0%) from 2024

Expenses

Up

$1,164,388

Up $92,462 (+8.6%) from 2024

Net Income

Up

$2,012

Up $3,656 (+222%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$100K$50K$0-$50KAssets 2011: $45,528Liabilities 2011: $0Net Assets 2011: $45,5282011Assets 2012: $3,154Liabilities 2012: $13,312Net Assets 2012: -$10,1582012Assets 2013: $63,482Liabilities 2013: $5,975Net Assets 2013: $57,5072013Assets 2014: $39,603Liabilities 2014: $0Net Assets 2014: $39,6032014Assets 2015: $72,784Liabilities 2015: $0Net Assets 2015: $72,7842015Assets 2016: $45,336Liabilities 2016: $0Net Assets 2016: $45,3362016Assets 2017: $50,590Liabilities 2017: $0Net Assets 2017: $50,5902017Assets 2018: $66,923Liabilities 2018: $0Net Assets 2018: $66,9232018Assets 2019: $39,280Liabilities 2019: $0Net Assets 2019: $39,2802019Assets 2020: $79,498Liabilities 2020: $0Net Assets 2020: $79,4982020Assets 2021: $56,036Liabilities 2021: $0Net Assets 2021: $56,0362021Assets 2022: $52,683Liabilities 2022: $0Net Assets 2022: $52,6832022Assets 2023: $2,029Liabilities 2023: $0Net Assets 2023: $2,0292023Assets 2024: $385Liabilities 2024: $0Net Assets 2024: $3852024Assets 2025: $2,397Liabilities 2025: $0Net Assets 2025: $2,3972025

Highlighted filing

2025

Assets$2,397
Liabilities$0
Net Assets$2,397
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $504,1322011Expenses 2012: $543,4262012Expenses 2013: $644,1372013Revenue 2014: $857,759Expenses 2014: $875,663Net Income 2014: -$17,9042014Revenue 2015: $845,004Expenses 2015: $811,823Net Income 2015: $33,1812015Revenue 2016: $836,813Expenses 2016: $864,261Net Income 2016: -$27,4482016Revenue 2017: $640,748Expenses 2017: $635,494Net Income 2017: $5,2542017Revenue 2018: $639,762Expenses 2018: $623,429Net Income 2018: $16,3332018Revenue 2019: $653,920Expenses 2019: $681,563Net Income 2019: -$27,6432019Revenue 2020: $773,882Expenses 2020: $733,664Net Income 2020: $40,2182020Revenue 2021: $750,205Expenses 2021: $773,667Net Income 2021: -$23,4622021Revenue 2022: $852,194Expenses 2022: $855,547Net Income 2022: -$3,3532022Revenue 2023: $992,404Expenses 2023: $1,043,058Net Income 2023: -$50,6542023Revenue 2024: $1,070,282Expenses 2024: $1,071,926Net Income 2024: -$1,6442024Revenue 2025: $1,166,400Expenses 2025: $1,164,388Net Income 2025: $2,0122025

Highlighted filing

2025

Revenue$1,166,400
Expenses$1,164,388
Net Income$2,012
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,397
Liabilities
$0
Net assets
$2,397
Revenue
$1,166,400
Expenses
$1,164,388
Net income
$2,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.17$1.16$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.07$1.07$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.99$1.04$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.85$0.86$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.75$0.77$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.77$0.73$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.65$0.68$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.64$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.64$0.64$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.84$0.86$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.85$0.81$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.86$0.88$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.01$0.06$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.01$0.01$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$1,166,400
Mission and Program Overview

Mission

NONE

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$385$2,397▲ $2,012
Rtn Earn Endowment Incm Other Fnds$385$2,397▲ $2,012
Total Assets$385$2,397▲ $2,012
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$385$2,397▲ $2,012
Total Liabilities and Net Assets / Fund Balance$385$2,397▲ $2,012
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Mark J LippertTrustee
Mark J LohmannTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,166,400
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$2,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,604
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---$1,160,784
Other Expenses---$3,604
Total Functional Expenses$0$0$0$1,164,388
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
Backup withholding compliance
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Hamilton Caster Employee Health
EIN
31-1024957
Phone
5138633300
Address
1637 DIXIE HIGHWAY, HAMILTON, OH 45011

Signing Officer

Name
Mark J Lippert
Title
Trustee
Phone
5138633300
Signed
2025-10-23

Organization Details

Principal Officer
Mark J Lippert
Formed
1981
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Shriver & Company Psc
Address
201 EAST FIFTH STREET SUITE 1100, CINCINNATI, OH 45202-4135
Preparer
Douglas C Shriver CPA
Phone
5132411149
Raw XML Appendix210 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NONE
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt01160784
IRS990/BooksInCareOfDetail/PersonNm0MARK J LOHMANN
IRS990/BooksInCareOfDetail/PhoneNum05138633300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01637 DIXIE HIGHWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0450114087
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01160784
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03604
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01166400
IRS990/CYRevenuesLessExpensesAmt02012
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01164388
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01166400
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BENEFITS PAID TO/FOR MEMBERS-MEDICAL, DENTAL, PRESCRIPT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK J LIPPERT
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK J LOHMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01166400
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0385
IRS990/NetAssetsOrFundBalancesEOYAmt02397
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt03604
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK J LIPPERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0COMPANY CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01166400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01166400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01068319
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt03607
IRS990/PYProgramServiceRevenueAmt01070281
IRS990/PYRevenuesLessExpensesAmt0-1644
IRS990/PYTotalExpensesAmt01071926
IRS990/PYTotalRevenueAmt01070282
IRS990/ReconcilationRevenueExpnssAmt02012
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0385
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02397
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02397
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0385
IRS990/TotalAssetsEOYAmt02397
IRS990/TotalAssetsGrp/BOYAmt0385
IRS990/TotalAssetsGrp/EOYAmt02397
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01164388
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02397
IRS990/TotalProgramServiceRevenueAmt01166400
IRS990/TotalRevenueGrp/ExclusionAmt01166400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01166400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0385
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02397
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01637 DIXIE HIGHWAY
IRS990/USAddress/CityNm0HAMILTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0450114087
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK J LIPPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05138633300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON CASTER EMPLOYEE HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0311024957
ReturnHeader/Filer/PhoneNum05138633300
ReturnHeader/Filer/USAddress/AddressLine1Txt01637 DIXIE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311048645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHRIVER & COMPANY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST FIFTH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452024135
ReturnHeader/PreparerPersonGrp/PhoneNum05132411149
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS C SHRIVER CPA
ReturnHeader/ReturnTs02025-11-13T15:17:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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