Civic Intelligence

Cooperative Group Benefit Trust

990 • Fiscal year 2013 • EIN 31-1306485

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 04, 2014

Organization ProfileN/A
4789 Rings Road43017

(614) 766-5800

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.66x

Higher debt load relative to assets than 92% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.16x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

23rd percentile

-3.4%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$7,469,388

Up $1,199,498 (+19%) from 2012

Net Assets

Down

$2,546,159

Down $1,043,427 (-29%) from 2012

Liabilities

Up

$4,923,229

Up $2,242,925 (+84%) from 2012

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin23rd percentile

Revenue

$30,479,700

No earlier filing loaded for comparison.

Expenses

Up

$31,523,127

Up $5,208,800 (+20%) from 2012

Net Income

-$1,043,427

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $6,269,890Liabilities 2012: $2,680,304Net Assets 2012: $3,589,5862012Assets 2013: $7,469,388Liabilities 2013: $4,923,229Net Assets 2013: $2,546,1592013Assets 2014: $10,706,903Liabilities 2014: $4,118,873Net Assets 2014: $6,588,0302014Assets 2015: $13,808,964Liabilities 2015: $3,429,169Net Assets 2015: $10,379,7952015Assets 2016: $15,160,945Liabilities 2016: $3,535,346Net Assets 2016: $11,625,5992016Assets 2017: $15,042,439Liabilities 2017: $4,412,423Net Assets 2017: $10,630,0162017Assets 2018: $12,308,725Liabilities 2018: $4,057,313Net Assets 2018: $8,251,4122018Assets 2019: $9,122,428Liabilities 2019: $6,326,587Net Assets 2019: $2,795,8412019Assets 2020: $2,586,578Liabilities 2020: $0Net Assets 2020: $2,586,5782020Assets 2024: $79,637Net Assets 2024: $79,6372024

Highlighted filing

2013

Assets$7,469,388
Liabilities$4,923,229
Net Assets$2,546,159
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MExpenses 2012: $26,314,3272012Revenue 2013: $30,479,700Expenses 2013: $31,523,127Net Income 2013: -$1,043,4272013Revenue 2014: $32,388,667Expenses 2014: $28,346,796Net Income 2014: $4,041,8712014Revenue 2015: $29,690,642Expenses 2015: $25,898,877Net Income 2015: $3,791,7652015Revenue 2016: $30,151,213Expenses 2016: $28,919,385Net Income 2016: $1,231,8282016Revenue 2017: $26,251,694Expenses 2017: $27,211,869Net Income 2017: -$960,1752017Revenue 2018: $30,770,469Expenses 2018: $33,126,829Net Income 2018: -$2,356,3602018Revenue 2019: $31,967,842Expenses 2019: $37,447,864Net Income 2019: -$5,480,0222019Revenue 2020: $49,363Expenses 2020: $202,691Net Income 2020: -$153,3282020Expenses 2024: $3,7952024

Highlighted filing

2013

Revenue$30,479,700
Expenses$31,523,127
Net Income-$1,043,427
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 4, 2014
Return Version
2013v3.1
Gross Receipts
$30,479,700
Mission and Program Overview

Mission

The organization was a multiple employer welfare arrangement (mewa) which provided medical, dental, vision and life insurance for its participating members. The plan was terminated december 31, 2019, accordingly, no new claims will be paid from the plan after this date. However the plan remained open to pay (1) runout claims incurred prior to december 31, 2019 (2) distribute remaining funds to member groups to cover employee benefit expenses and (3) pay administrative expenses.

The organization is a multiple employer welfare arrangement (mewa) which provides medical, dental, vision and life insurance for its participating members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,942,376$6,420,155▲ $477,779
Rtn Earn Endowment Incm Other Fnds$3,589,586$2,546,159▼ $1,043,427
Accounts Receivable$327,514$1,049,233▲ $721,719
Total Assets$6,269,890$7,469,388▲ $1,199,498
Liabilities
Accounts Payable and Accrued Expenses$2,555,371$3,043,058▲ $487,687
Other Liabilities$124,933$1,880,171▲ $1,755,238
Total Liabilities$2,680,304$4,923,229▲ $2,242,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,589,586$2,546,159▼ $1,043,427
Total Liabilities and Net Assets / Fund Balance$6,269,890$7,469,388▲ $1,199,498
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Ed HarraTrustee
George SecorTrustee
Louis McintireTrustee
Mike HurtTrustee
Roger NicolTrustee
Ronald SibertTrustee
Jeff Troike-

Highest Paid Contractors

ContractorServicesLocationCompensation
EbmcThird Party Adm-$487,497
AcmsUtilization Rev-$351,475
MmoPpo-$163,972
Revenue and Support

Revenue Composition

Contributions and Grants
$29,096,275
Program Service Revenue
$0
Investment Income
$18,780
Other Revenue
$1,364,645
Change in Net Assets
$-1,043,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,479,700
Total Revenue per Audited Statements
$30,479,700
Total Revenue per Form 990
$30,479,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,830,366
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$28,692,761--$28,692,761
Fees for Services Legal$73,276--$73,276
Other Expenses$48,715--$48,715
Fees for Services Accounting$21,604--$21,604
Insurance$18,114--$18,114
Fees for Services Other$13,300--$13,300
Fees for Service Investment Mgmnt Fees$7,091--$7,091
Total Functional Expenses$31,523,127$0$0$31,523,127

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,523,127
Total Expenses per Audited Statements$31,523,127
Total Expenses per Form 990$31,523,127
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Overdraft$1,880,171
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 7A

“Notices are sent to all participating funeral homes asking for nominations. Then members vote on those nominations.”

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

“The 990 is reviewed by mr. Mark roeth, administrative trustee, before he signs it and sends it into the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each trustee at the beginning of each year must report whether he/she has any interest in any party doing business with the trust.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request by any participating cooperative or participant. Notices are sent out when annual reports are complete to participating cooperatives and participants that copies will be provided upon request.”

Filing and Contact Details

Filer

EIN
31-1306485
Phone
6147665800

Signing Officer

Name
Roger Nicol
Title
Trustee
Phone
6147665800
Signed
2014-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Roeth
Formed
1987
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
James E Norris
Phone
6148750803
Raw XML Appendix313 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/ExplanationTxt0NOTICES ARE SENT TO ALL PARTICIPATING FUNERAL HOMES ASKING FOR NOMINATIONS. THEN MEMBERS VOTE ON THOSE NOMINATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY MR. MARK ROETH, ADMINISTRATIVE TRUSTEE, BEFORE HE SIGNS IT AND SENDS IT INTO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH TRUSTEE AT THE BEGINNING OF EACH YEAR MUST REPORT WHETHER HE/SHE HAS ANY INTEREST IN ANY PARTY DOING BUSINESS WITH THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST BY ANY PARTICIPATING COOPERATIVE OR PARTICIPANT. NOTICES ARE SENT OUT WHEN ANNUAL REPORTS ARE COMPLETE TO PARTICIPATING COOPERATIVES AND PARTICIPANTS THAT COPIES WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03589586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02546159
IRS990/TotalProgramServiceExpensesAmt031523127
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01383425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030479700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06269890
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07469388
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104789 RINGS ROAD
IRS990/USAddress/City0DUBLIN
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode0430171599
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER NICOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06147665800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10COOPERATIVE GROUP BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COOP
ReturnHeader/Filer/EIN0311306485
ReturnHeader/Filer/PhoneNum06147665800
ReturnHeader/Filer/USAddress/AddressLine104789 RINGS ROAD
ReturnHeader/Filer/USAddress/City0DUBLIN
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HIRTH NORRIS & GARRISON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102425 OLD STRINGTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GROVE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0431232919
ReturnHeader/PreparerPersonGrp/PhoneNum06148750803
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E NORRIS
ReturnHeader/ReturnTs02014-04-09T12:31:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,469,388
Liabilities
$4,923,229
Net assets
$2,546,159
Revenue
$30,479,700
Expenses
$31,523,127
Net income
-$1,043,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.05$0.20$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.12$6.33$2.80$32.0$37.4$5.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$4.06$8.25$30.8$33.1$2.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$4.41$10.6$26.3$27.2$0.96
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$3.54$11.6$30.2$28.9$1.23
2015Detailed filing. Detailed filing data is available for this year.$13.8$3.43$10.4$29.7$25.9$3.79
2014Detailed filing. Detailed filing data is available for this year.$10.7$4.12$6.59$32.4$28.3$4.04
2013Detailed filing. Detailed filing data is available for this year.$7.47$4.92$2.55$30.5$31.5$1.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$2.68$3.59$26.3