Civic Intelligence

Schroer Group Employees Benefit Trust

990 • Fiscal year 2012 • EIN 34-6949811

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

PO Box 227944720
Siviq Scores

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

Liabilities / Assets

60th percentile

0.09x

Higher debt load relative to assets than 60% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,186,280

Up $17,020 (+1.5%) from 2011

Net Assets

Up

$1,083,677

Up $50,000 (+4.8%) from 2011

Liabilities

Down

$102,603

Down $32,980 (-24%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$8,986,977

Up $1,487,212 (+20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,303,999Liabilities 2010: $6,846Net Assets 2010: $1,297,1532010Assets 2011: $1,169,260Liabilities 2011: $135,583Net Assets 2011: $1,033,6772011Assets 2012: $1,186,280Liabilities 2012: $102,603Net Assets 2012: $1,083,6772012Assets 2013: $1,570,849Liabilities 2013: $5,597Net Assets 2013: $1,565,2522013Assets 2014: $874,616Liabilities 2014: $135,266Net Assets 2014: $739,3502014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2012

Assets$1,186,280
Liabilities$102,603
Net Assets$1,083,677

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,364,1602010Expenses 2011: $7,499,7652011Expenses 2012: $8,986,9772012Revenue 2013: $10,301,623Expenses 2013: $9,820,048Net Income 2013: $481,5752013Revenue 2014: $11,067,358Expenses 2014: $11,893,260Net Income 2014: -$825,9022014Revenue 2015: $0Expenses 2015: $739,350Net Income 2015: -$739,3502015

Highlighted filing

2012

Revenue-
Expenses$8,986,977
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.1
Gross Receipts
$9,036,977
Mission and Program Overview

Mission

To provide eligible employees of company the opportunity to obtain medical and health insurance, dental insurance and/or short term disability insurance through the schroer group employees health care plan or any other health care plan, the schroer group dental plan and/or the schroer group short term disability plan, respectively, maintained by the company or an afiliate the opportunity and to pay for their share of the cost of such coverage on a pre-tax basis.

Filing and Contact Details

Filer

EIN
34-6949811
Raw XML Appendix365 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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IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HOSPITAL, MEDICAL, SURGICAL, MAJOR MEDICAL CATASTROPHIC COVERAGE AND SIMILAR BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
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IRS990/Description0PAYMENT OF HEALTH BENEFITS TO MEMBERS AND THEIR DEPENDENTS AND PURCHASE OF STOP-LOSS INSURANCE COVERAGE TO ENSURE THE CONTINUED VIABILITY OF THE PLAN. NUMBER OF EMPLOYEES COVERED IN 2012 WAS 2,094.
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IRS990/Form990PartVIISectionA/NamePerson3DAVE FLINNER
IRS990/Form990PartVIISectionA/NamePerson4LEONARD MEUTI
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
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IRS990/Form990PartVIISectionA/Title4TRUSTEE
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IRS990/MoreThan5000KToIndividuals00
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE PLAN'S TAX POSITION AND DOES NOT BELIEVE THE PLAN HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine10THE SCHROER GROUP INC
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0THE TRUSTEES OF THE FILING ORGANIZATION ARE OFFICERS OF THE RELATED PARTIES
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleO/GeneralExplanation/Explanation0DENNIS CONLEY, DIANE GEIS, GREG COLANER, DAVE FLINNER AND LEONARD MEUTI HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
IRS990ScheduleO/GeneralExplanation/Explanation1NO COMMITTEE MEETINGS WERE HELD DURING THE YEAR
IRS990ScheduleO/GeneralExplanation/Explanation2THE CFO OF THE SCHROER GROUP, INC., A RELATED ORGANIZATION, WILL REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL EMPLOYEES INCLUDING OFFICERS AND DIRECTORS ARE RE-EDUCATED ON THE PROGRAM ANNUALLY. QUESTIONS AND OR CONCERNS REGARDING THIS ARE TO BE DIRECTED TO THE COMPLIANCE OFFICER. THE COMPLIANCE OFFICER REPORTS ANNUALLY TO THE BOARD OF DIRECTORS AND REVIEWS ALL COMPLIANCE ISSUES AND CONCERNS. IF THE COMPLIANCE OFFICER WOULD RECEIVE A CONCERN REGARDING THE CONFLICT OF INTEREST POLICY IT WOULD BE TREATED LIKE ANY OTHER COMPLIANCE REPORT. A CONFIRMATION NUMBER WOULD BE ASSIGNED TO THE CASE AND AN INVESTIGATION OF THE CONCERN WOULD FOLLOW. OTHER AUDITING ENTITIES, AS REQUIRED, MAY BE ASKED TO REVIEW THE ISSUE. A DECISION WOULD THEN BE MADE IN CONSULTATION WITH LEGAL COUNSEL AS TO WHETHER A VIOLATION DID OCCUR AND THE CORRECTIVE ACTION WOULD BE DECIDED AND ACTED UPON.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation5THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
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 B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11ALTERCARE OF BIG RAPIDS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine12SCHROER PROPERTIES OF WADSWORTH INC
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0346949811
ReturnHeader/Filer/Name/BusinessNameLine10SCHROER GROUP EMPLOYEES BENEFIT TRUST
ReturnHeader/Filer/NameControl0SCHR
ReturnHeader/Filer/Phone03304988100
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2279
ReturnHeader/Filer/USAddress/City0NORTH CANTON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044720
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-07
ReturnHeader/Officer/Name0DIANE GEIS
ReturnHeader/Officer/Phone03304988100
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0381357951
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PLANTE MORAN PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102601 CAMBRIDGE COURT SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUBURN HILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode048326
ReturnHeader/Preparer/Name0LYNNE HUISMANN
ReturnHeader/Preparer/Phone02483757100
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-09T13:35:21-05:00

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