Civic Intelligence

Schroer Group Employees Benefit Trust

990 • Fiscal year 2015 • EIN 34-6949811

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileN/A

View Organization Page

PO Box 2279North Canton, OH 44720

(330) 498-8100

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $874,616 (-100%) from 2014

Net Assets

Down

$0

Down $739,350 (-100%) from 2014

Liabilities

Down

$0

Down $135,266 (-100%) from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $11,067,358 (-100%) from 2014

Expenses

Down

$739,350

Down $11,153,910 (-94%) from 2014

Net Income

Up

-$739,350

Up $86,552 (+10%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

2015

Revenue$0
Expenses$739,350
Net Income-$739,350
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$0
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.

To provide hospital, medical, surgical, major medical catastrophic coverage and similar benefits to participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$844,883$0▼ $844,883
Rtn Earn Endowment Incm Other Fnds$739,350$0▼ $739,350
Prepaid Expenses and Deferred Charges$29,733$0▼ $29,733
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$874,616$0▼ $874,616
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$135,266$0▼ $135,266
Total Liabilities$135,266$0▼ $135,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$739,350$0▼ $739,350
Total Liabilities and Net Assets / Fund Balance$874,616$0▼ $874,616
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Diane M GeisTrustee
Gerald F Schroer JrTrustee
Greg ColanerTrustee
James McnuttTrustee
Kathleen JohnsonTrustee
Dennis ConleyTrustee - Partial Year
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-739,350
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---$739,350
Total Functional Expenses$0$0$0$739,350
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section A, Line 2

“Dennis conley, diane geis, greg colaner, gerald schroer, jr and kathleen johnson have a business relationship with each other.”

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

“No committee meetings were held during the year”

Form 990, Part VI, Section B, Line 11

“The cfo and controller of the schroer group, inc., the former sponsor of the trust, will review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All 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.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Schroer Group Employees Benefit Trust
EIN
34-6949811
Phone
3304988100
Address
PO BOX 2279, NORTH CANTON, OH 44720

Signing Officer

Name
Diane Geis
Title
Trustee
Phone
3304988100
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Geis
Formed
2000
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Plante Moran Pllc
Address
2601 CAMBRIDGE COURT SUITE 500, AUBURN HILLS, MI 48326
Preparer
Lynne M Huismann
Phone
2483757100
Raw XML Appendix295 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0135266
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOSPITAL, MEDICAL, SURGICAL, MAJOR MEDICAL CATASTROPHIC COVERAGE AND SIMILAR BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt0739350
IRS990/BooksInCareOfDetail/PersonNm0KATHLEEN JOHNSON
IRS990/BooksInCareOfDetail/PhoneNum03304985233
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0339 E MAPLE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH CANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044720
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0844883
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0739350
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-739350
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0739350
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF HEALTH BENEFITS TO MEMBERS AND THEIR DEPENDENTS PURCHASE OF STOP-LOSS INSURANCE COVERAGE TO ENSURE THE CONTINUED VIABILITY OF THE PLAN. NUMBER OF EMPLOYEES COVERED IN 2015 WAS 2,351. THE TRUST WAS TERMINATED AT THE END OF 2014 AND THE REMAINING ASSETS WERE USED TO PAY CLAIMS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES MCNUTT
IRS990/Form990PartVIISectionAGrp/PersonNm1DIANE M GEIS
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG COLANER
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm4GERALD F SCHROER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS CONLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - PARTIAL YEAR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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 AFFILIATE THE OPPORTUNITY AND TO PAY FOR THEIR SHARE OF THE COST OF SUCH COVERAGE ON A PRE-TAX BASIS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0739350
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DIANE GEIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010633761
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01259499
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011067358
IRS990/PYRevenuesLessExpensesAmt0-825902
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011893260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011067358
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-739350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0739350
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0844883
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ALL REMAINING ASSETS OF THE TRUST WERE USED TO PAY CLAIMS ON BEHALF OF THE PARTICIPANTS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DENNIS CONLEY, DIANE GEIS, GREG COLANER, GERALD SCHROER, JR AND KATHLEEN JOHNSON HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE MEETINGS WERE HELD DURING THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CFO AND CONTROLLER OF THE SCHROER GROUP, INC., THE FORMER SPONSOR OF THE TRUST, WILL REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0874616
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0874616
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0739350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135266
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0135266
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0739350
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0874616
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0339 E MAPLE ST
IRS990/USAddress/CityNm0NORTH CANTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044720
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE GEIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03304988100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHROER GROUP EMPLOYEES BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0346949811
ReturnHeader/Filer/PhoneNum03304988100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2279
ReturnHeader/Filer/USAddress/CityNm0NORTH CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE COURT SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE M HUISMANN
ReturnHeader/ReturnTs02016-11-15T11:19:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$739,350
Net income
-$739,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.74$0.74
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.14$0.74$11.1$11.9$0.83
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.57$10.3$9.82$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.10$1.08$8.99
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.14$1.03$7.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.30$9.36