Civic Intelligence

Meijer Inc Workers Compensation Benefit Trust

990 • Fiscal year 2016 • EIN 38-2489215

Feb 01, 2015 to Jan 31, 2016 • Filed on Nov 30, 2016

Organization ProfileN/A
PO Box 2281Grand Rapids, MI 49501

(616) 453-6711

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

83rd percentile

22%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

44th percentile

3.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$43,806,860

Up $1,260,847 (+3.0%) from 2015

Net Assets

Up

$43,806,860

Up $1,260,847 (+3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Down

$10,832,802

Down $1,619,895 (-13%) from 2015

Expenses

Down

$8,494,673

Down $1,706,812 (-17%) from 2015

Net Income

Up

$2,338,129

Up $86,917 (+3.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60M$40M$20M$0Assets 2011: $35,720,913Liabilities 2011: $0Net Assets 2011: $35,720,9132011Assets 2012: $42,344,396Liabilities 2012: $0Net Assets 2012: $42,344,3962012Assets 2013: $40,145,640Liabilities 2013: $0Net Assets 2013: $40,145,6402013Assets 2014: $40,521,285Liabilities 2014: $0Net Assets 2014: $40,521,2852014Assets 2015: $42,546,013Liabilities 2015: $0Net Assets 2015: $42,546,0132015Assets 2016: $43,806,860Liabilities 2016: $0Net Assets 2016: $43,806,8602016Assets 2017: $41,023,759Liabilities 2017: $0Net Assets 2017: $41,023,7592017Assets 2018: $36,623,383Liabilities 2018: $0Net Assets 2018: $36,623,3832018Assets 2019: $30,012,411Liabilities 2019: $0Net Assets 2019: $30,012,4112019Assets 2020: $25,789,999Liabilities 2020: $0Net Assets 2020: $25,789,9992020Assets 2021: $23,150,090Liabilities 2021: $0Net Assets 2021: $23,150,0902021Assets 2022: $17,494,605Liabilities 2022: $0Net Assets 2022: $17,494,6052022Assets 2023: $15,410,066Liabilities 2023: $0Net Assets 2023: $15,410,0662023Assets 2025: $14,539,082Liabilities 2025: $0Net Assets 2025: $14,539,0822025

Highlighted filing

2016

Assets$43,806,860
Liabilities$0
Net Assets$43,806,860
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2011: $12,595,4332011Expenses 2012: $12,040,2172012Revenue 2013: $8,987,885Expenses 2013: $11,564,971Net Income 2013: -$2,577,0862013Revenue 2014: $11,606,406Expenses 2014: $11,526,917Net Income 2014: $79,4892014Revenue 2015: $12,452,697Expenses 2015: $10,201,485Net Income 2015: $2,251,2122015Revenue 2016: $10,832,802Expenses 2016: $8,494,673Net Income 2016: $2,338,1292016Revenue 2017: $4,855,618Expenses 2017: $7,602,338Net Income 2017: -$2,746,7202017Revenue 2018: $2,846,846Expenses 2018: $7,566,637Net Income 2018: -$4,719,7912018Revenue 2019: $3,564,697Expenses 2019: $8,995,650Net Income 2019: -$5,430,9532019Revenue 2020: $1,120,696Expenses 2020: $6,721,677Net Income 2020: -$5,600,9812020Revenue 2021: $1,140,504Expenses 2021: $4,276,664Net Income 2021: -$3,136,1602021Revenue 2022: $1,850,360Expenses 2022: $6,220,813Net Income 2022: -$4,370,4532022Revenue 2023: $6,038,681Expenses 2023: $6,854,115Net Income 2023: -$815,4342023Revenue 2025: $5,231,991Expenses 2025: $7,280,478Net Income 2025: -$2,048,4872025

Highlighted filing

2016

Revenue$10,832,802
Expenses$8,494,673
Net Income$2,338,129
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Nov 30, 2016
Return Version
2015v2.1
Gross Receipts
$28,884,168
Mission and Program Overview

Mission

Provide workers compensation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,546,013$43,806,860▲ $1,260,847
Investments in Publicly Traded Securities$28,994,440$27,244,252▼ $1,750,188
Savings and Temporary Cash Investments$13,371,756$16,400,064▲ $3,028,308
Cash and Non-Interest-Bearing Accounts$3$3→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,546,013$43,806,860▲ $1,260,847
Other Assets Total$179,814$162,541▼ $17,273
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,546,013$43,806,860▲ $1,260,847
Total Liabilities and Net Assets / Fund Balance$42,546,013$43,806,860▲ $1,260,847
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Jamie LarsonDirector of Taxes
Brad FreiburgerTrustee
Daniel E WebbTrustee
James McdonaldTrustee
Michael RotelleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,750,000
Investment Income
$1,082,802
Other Revenue
$0
Change in Net Assets
$2,338,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,064
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$8,463,609--$8,463,609
Other Expenses$31,064--$31,064
Total Functional Expenses$8,494,673$0$0$8,494,673
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

“Daniel e. Webb trustee officer/employee meijer, inc. Its subsidiaries and affiliates jim mcdonald trustee officer/employee meijer, inc. Its subsidiaries and affiliates michael rotelle trustee officer/employee meijer, inc. Its subsidiaries and affiliates brad freiburger trustee officer/employee meijer, inc. Its subsidiaries and affiliates”

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

“No other committees within the organization have authority to act on behalf of the governing body”

Form 990, Part VI, Section B, Line 11

“Brad freiburger, trustee, personally reviews the form 990 before it is filed.”

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

“All officers and employees of meijer, inc., its subsidiaries and affiliates, are required to read and sign a conflict of interest statement annually.”

Form 990, Part VI, Section C, Line 19

“Meijer workers compensation benefit trust makes its governing documents, conflict of interest policy, and financial statements available to the public through www.guidestar.org as well as making them available upon request.”

FORM 990, PAGE 7, PART VII:

“Compensation from related entities there is no reportable compensation on part vii because the trustees meet the volunteer exception: the trustees are paid by a related organization which is not owned or controlled directly or indirectly by, and does not provide management services for a fee to, the meijer workers compensation benefit trust.”

Filing and Contact Details

Filer

Filer Name
Meijer Workers Compensation
EIN
38-2489215
Phone
6164536711
Address
PO BOX 2281, GRAND RAPIDS, MI 49501

Signing Officer

Name
Jamie Larson
Title
Director of Taxes/CTO
Phone
6164536711
Signed
2016-11-30
Discuss with paid preparer
No

Organization Details

Principal Officer
Jamie Larson
Formed
1984
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hungerford Nichols Cpas Advisors
Address
2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI 49546-7175
Preparer
Carla a Grant CPA
Phone
6169493200
Raw XML Appendix316 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/ExplanationTxt0DANIEL E. WEBB TRUSTEE OFFICER/EMPLOYEE MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES JIM MCDONALD TRUSTEE OFFICER/EMPLOYEE MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES MICHAEL ROTELLE TRUSTEE OFFICER/EMPLOYEE MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES BRAD FREIBURGER TRUSTEE OFFICER/EMPLOYEE MEIJER, INC. ITS SUBSIDIARIES AND AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER COMMITTEES WITHIN THE ORGANIZATION HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BRAD FREIBURGER, TRUSTEE, PERSONALLY REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND EMPLOYEES OF MEIJER, INC., ITS SUBSIDIARIES AND AFFILIATES, ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEIJER WORKERS COMPENSATION BENEFIT TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH WWW.GUIDESTAR.ORG AS WELL AS MAKING THEM AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FROM RELATED ENTITIES THERE IS NO REPORTABLE COMPENSATION ON PART VII BECAUSE THE TRUSTEES MEET THE VOLUNTEER EXCEPTION: THE TRUSTEES ARE PAID BY A RELATED ORGANIZATION WHICH IS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY, AND DOES NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO, THE MEIJER WORKERS COMPENSATION BENEFIT TRUST.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII:
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08494673
IRS990/TotalFunctionalExpensesGrp/TotalAmt08494673
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042546013
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043806860
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08494673
IRS990/TotalProgramServiceRevenueAmt09750000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010832802
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010832802
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042546013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043806860
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2281
IRS990/USAddress/CityNm0GRAND RAPIDS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049501
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF TAXES/CTO
ReturnHeader/BusinessOfficerGrp/PhoneNum06164536711
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEIJER WORKERS COMPENSATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MEIJ
ReturnHeader/Filer/EIN0382489215
ReturnHeader/Filer/PhoneNum06164536711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2281
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382184825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNGERFORD NICHOLS CPAS ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02910 LUCERNE DRIVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0495467175
ReturnHeader/PreparerPersonGrp/PhoneNum06169493200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLA A GRANT CPA
ReturnHeader/ReturnTs02016-11-30T07:38:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-02-01
ReturnHeader/TaxPeriodEndDt02016-01-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,806,860
Liabilities
$0
Net assets
$43,806,860
Revenue
$10,832,802
Expenses
$8,494,673
Net income
$2,338,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.00$14.5$5.23$7.28$2.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$6.04$6.85$0.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$1.85$6.22$4.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$1.14$4.28$3.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.00$25.8$1.12$6.72$5.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.0$0.00$30.0$3.56$9.00$5.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$2.85$7.57$4.72
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$0.00$41.0$4.86$7.60$2.75
2016Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$10.8$8.49$2.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.00$42.5$12.5$10.2$2.25
2014Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$11.6$11.5$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$0.00$40.1$8.99$11.6$2.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$0.00$42.3$12.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.00$35.7$12.6