Civic Intelligence

Graceworks Lutheran Services Health Benefit Trust

990 • Fiscal year 2017 • EIN 31-1273785

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 13, 2018

Organization ProfileN/A
6430 Inner Mission WayDayton, OH 45459

(937) 433-2110

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.36x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.11x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

53rd percentile

5.9%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

97th percentile

$437,014

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

94th percentile

47%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-1.9%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,611,905

Up $517,822 (+47%) from 2016

Net Assets

Up

$1,034,505

Up $299,936 (+41%) from 2016

Liabilities

Up

$577,400

Up $217,886 (+61%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin53rd percentile

Revenue

Down

$5,110,095

Down $100,469 (-1.9%) from 2016

Expenses

Down

$4,809,512

Down $366,064 (-7.1%) from 2016

Net Income

Up

$300,583

Up $265,595 (+759%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,348,142Liabilities 2010: $231,802Net Assets 2010: $1,116,3402010Assets 2011: $1,100,253Liabilities 2011: $220,790Net Assets 2011: $879,4632011Assets 2012: $1,200,166Liabilities 2012: $235,809Net Assets 2012: $964,3572012Assets 2013: $1,008,437Liabilities 2013: $282,889Net Assets 2013: $725,5482013Assets 2014: $894,038Liabilities 2014: $425,008Net Assets 2014: $469,0302014Assets 2015: $895,208Liabilities 2015: $195,627Net Assets 2015: $699,5812015Assets 2016: $1,094,083Liabilities 2016: $359,514Net Assets 2016: $734,5692016Assets 2017: $1,611,905Liabilities 2017: $577,400Net Assets 2017: $1,034,5052017Assets 2018: $817,046Liabilities 2018: $282,124Net Assets 2018: $534,9222018Assets 2019: $887,248Liabilities 2019: $253,879Net Assets 2019: $633,3692019Assets 2020: $988,236Liabilities 2020: $414,547Net Assets 2020: $573,6892020Assets 2021: $911,579Liabilities 2021: $1,091,916Net Assets 2021: -$180,3372021Assets 2022: $1,574,267Liabilities 2022: $657,280Net Assets 2022: $916,9872022Assets 2023: $1,475,648Liabilities 2023: $1,137,035Net Assets 2023: $338,6132023Assets 2024: $2,048,258Liabilities 2024: $598,327Net Assets 2024: $1,449,9312024Assets 2025: $1,997,929Liabilities 2025: $964,067Net Assets 2025: $1,033,8622025

Highlighted filing

2017

Assets$1,611,905
Liabilities$577,400
Net Assets$1,034,505
Open 2017 Filing

Operations Trend

Revenue Growth28th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,151,5412010Expenses 2011: $3,668,2682011Expenses 2012: $3,669,1642012Expenses 2013: $4,181,4882013Revenue 2014: $4,739,975Expenses 2014: $4,996,493Net Income 2014: -$256,5182014Revenue 2015: $5,676,142Expenses 2015: $5,445,591Net Income 2015: $230,5512015Revenue 2016: $5,210,564Expenses 2016: $5,175,576Net Income 2016: $34,9882016Revenue 2017: $5,110,095Expenses 2017: $4,809,512Net Income 2017: $300,5832017Revenue 2018: $4,506,461Expenses 2018: $5,006,681Net Income 2018: -$500,2202018Revenue 2019: $5,245,210Expenses 2019: $5,147,620Net Income 2019: $97,5902019Revenue 2020: $5,847,166Expenses 2020: $5,906,158Net Income 2020: -$58,9922020Revenue 2021: $7,663,204Expenses 2021: $8,417,054Net Income 2021: -$753,8502021Revenue 2022: $7,348,860Expenses 2022: $6,251,536Net Income 2022: $1,097,3242022Revenue 2023: $9,217,667Expenses 2023: $9,796,041Net Income 2023: -$578,3742023Revenue 2024: $7,427,846Expenses 2024: $6,316,528Net Income 2024: $1,111,3182024Revenue 2025: $9,170,703Expenses 2025: $9,586,772Net Income 2025: -$416,0692025

Highlighted filing

2017

Revenue$5,110,095
Expenses$4,809,512
Net Income$300,583
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 13, 2018
Return Version
2016v3.0
Gross Receipts
$5,110,095
Mission and Program Overview

Mission

To pay members' life, sick, accident, or other benefits.

To pay member's life, sick, accident, or other benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,094,083$1,611,905▲ $517,822
Cap Stk Tr Prin Current Funds$734,569$1,034,505▲ $299,936
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,094,083$1,611,905▲ $517,822
Liabilities
Accounts Payable and Accrued Expenses$359,514$577,400▲ $217,886
Total Liabilities$359,514$577,400▲ $217,886
Net Assets / Fund Balance
Total Net Assets Fund Balance$734,569$1,034,505▲ $299,936
Total Liabilities and Net Assets / Fund Balance$1,094,083$1,611,905▲ $517,822
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Michael W AllenTrustee
Willis O Serr IiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,103,004
Investment Income
$7,091
Other Revenue
$0
Change in Net Assets
$300,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,809,512
Total Functional Expenses$0$0$0$4,809,512
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
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, Part VI, Section A, Line 8A

“The organization does not hold meetings of the governing body and therefore it has not documented such meetings.”

Form 990, Part VI, Section A, Line 8B

“The organization does not hold meetings of the governing body and therefore it has not documented such meetings.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to each voting member of the governing body of the organization prior to the time of filing form 990. Each voting member is given the opportunity to review and comment on the form.”

Form 990, Part VI, Section C, Line 19

“The organization's form 990 is available for public inspection upon request, as set forth in the internal revenue code section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Graceworks Lutheran Services Health
EIN
31-1273785
Phone
9374332110
Address
6430 INNER MISSION WAY, DAYTON, OH 45459

Signing Officer

Name
Michael W Allen
Title
Trustee
Phone
9374332110
Signed
2018-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Willis O Serr Ii
Formed
1989
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Raw XML Appendix317 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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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0WILLIS O. SERR II - NON QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): $6,163 MICHAEL W. ALLEN - NON QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 409A: $73,846
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HOLD MEETINGS OF THE GOVERNING BODY AND THEREFORE IT HAS NOT DOCUMENTED SUCH MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HOLD MEETINGS OF THE GOVERNING BODY AND THEREFORE IT HAS NOT DOCUMENTED SUCH MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION PRIOR TO THE TIME OF FILING FORM 990. EACH VOTING MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM.
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IRS990/TotalLiabilitiesGrp/BOYAmt0359514
IRS990/TotalLiabilitiesGrp/EOYAmt0577400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0734569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01034505
IRS990/TotalOtherCompensationAmt0113030
IRS990/TotalProgramServiceRevenueAmt05103004
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07091
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05103004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05110095
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01094083
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01611905
IRS990/TotReportableCompRltdOrgAmt0629521
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL W ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09374332110
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACEWORKS LUTHERAN SERVICES HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:07:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 S PATTERSON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum09372980201
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN O CRIM
ReturnHeader/ReturnTs02018-07-24T08:53:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,611,905
Liabilities
$577,400
Net assets
$1,034,505
Revenue
$5,110,095
Expenses
$4,809,512
Net income
$300,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.00$0.96$1.03$9.17$9.59$0.42
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.60$1.45$7.43$6.32$1.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$1.14$0.34$9.22$9.80$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.66$0.92$7.35$6.25$1.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$1.09$0.18$7.66$8.42$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.41$0.57$5.85$5.91$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.25$0.63$5.25$5.15$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.28$0.53$4.51$5.01$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.58$1.03$5.11$4.81$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.36$0.73$5.21$5.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.20$0.70$5.68$5.45$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.43$0.47$4.74$5.00$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.28$0.73$4.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.24$0.96$3.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.22$0.88$3.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.23$1.12$3.15