Civic Intelligence

Peterson Mfg Co Health Care Plan

990 • Fiscal year 2014 • EIN 43-1401691

Dec 01, 2013 to Nov 30, 2014 • Filed on Aug 25, 2015

Organization ProfileWWW.PMLIGHTS.COM
4200 E 135th Street64030-2875

(816) 765-2000

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

51st percentile

4.6%

Faster asset growth than 51% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-0.3%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$808,174

Up $35,852 (+4.6%) from 2013

Net Assets

Up

$791,526

Up $147,733 (+23%) from 2013

Liabilities

Down

$16,648

Down $111,881 (-87%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin50th percentile

Revenue

Down

$5,883,488

Down $17,756 (-0.3%) from 2013

Expenses

Up

$5,735,755

Up $50,427 (+0.9%) from 2013

Net Income

Down

$147,733

Down $68,183 (-32%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.0M$500K$0Assets 2011: $849,425Liabilities 2011: $53,586Net Assets 2011: $795,8392011Assets 2012: $497,797Liabilities 2012: $69,920Net Assets 2012: $427,8772012Assets 2013: $772,322Liabilities 2013: $128,529Net Assets 2013: $643,7932013Assets 2014: $808,174Liabilities 2014: $16,648Net Assets 2014: $791,5262014Assets 2015: $981,671Liabilities 2015: $0Net Assets 2015: $981,6712015Assets 2016: $945,893Liabilities 2016: $2,617Net Assets 2016: $943,2762016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$808,174
Liabilities$16,648
Net Assets$791,526
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,507,522Expenses 2011: $4,724,344Net Income 2011: -$216,8222011Revenue 2012: $5,211,763Expenses 2012: $5,579,725Net Income 2012: -$367,9622012Revenue 2013: $5,901,244Expenses 2013: $5,685,328Net Income 2013: $215,9162013Revenue 2014: $5,883,488Expenses 2014: $5,735,755Net Income 2014: $147,7332014Revenue 2015: $5,664,981Expenses 2015: $5,474,836Net Income 2015: $190,1452015Revenue 2016: $426,791Expenses 2016: $696,776Net Income 2016: -$269,9852016Revenue 2017: $4,909,399Expenses 2017: $5,852,675Net Income 2017: -$943,2762017

Highlighted filing

2014

Revenue$5,883,488
Expenses$5,735,755
Net Income$147,733
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Aug 25, 2015
Return Version
2013v4.0
Gross Receipts
$5,883,488
Mission and Program Overview

Mission

This self-insured health care plan provides defined health care benefits to participating employees of the sponsoring employer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$643,793$791,526▲ $147,733
Pledges and Grants Receivable$555,750$486,418▼ $69,332
Savings and Temporary Cash Investments$216,572$321,756▲ $105,184
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Land, Buildings, and Equipment, Net-$0-
Total Assets$772,322$808,174▲ $35,852
Liabilities
Accounts Payable and Accrued Expenses$128,529$16,648▼ $111,881
Total Liabilities$128,529$16,648▼ $111,881
Net Assets / Fund Balance
Total Net Assets Fund Balance$643,793$791,526▲ $147,733
Total Liabilities and Net Assets / Fund Balance$772,322$808,174▲ $35,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0--
Other Land Buildings$0--
Land$0--
Equipment$0--
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013----$0
2012----$0
2011----$0
2010----$0
2009----$0
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
David ArmacostTrustee
Don Armacost JrTrustee
Stephen HickersonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Coresource INCContract Admin-$195,582
Aetna Signature AdministratorsClaims Processing-$180,093
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,883,439
Investment Income
$49
Other Revenue
$0
Change in Net Assets
$147,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,883,488
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,883,488
Total Revenue per Form 990
$5,883,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$779,975
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$4,955,780--$4,955,780
Other Expenses-$340,608-$0
Fees for Services Accounting-$7,259-$7,259
Total Functional Expenses$4,955,780$779,975$0$5,735,755

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,735,755
Total Expenses per Audited Statements$5,735,755
Total Expenses per Form 990$5,735,755
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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

Part VI, Section A

“2. Trustees are members of the board of directors of the plan's sponsoring employer.”

Filing and Contact Details

Filer

EIN
43-1401691
Phone
8167652000

Signing Officer

Name
Stephen K Hickerson
Title
VP Finance
Signed
2015-08-25
Discuss with paid preparer
No

Organization Details

Principal Officer
Stephen K Hickerson
Formed
1985
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Lisa Johnson
Phone
8167652000
Supplemental Narrative

Additional Explanations

Form 990 - Supplemental Information

“Part vi, line 2 - trustees are members of the board of directors of the plan's sponsoring employer. Part vi, line 11b - form 990 is prepared by cfo of the sponsoring employer and a copy is provided to the trustees before filing. Part vi, line 19 - governing documents are available to members. Financial statements are attached to the summary annual report.”

Raw XML AppendixShowing 400 of 409 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0128529
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016648
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS SELF-INSURED HEALTH CARE PLAN PROVIDES DEFINED HEALTH CARE BENEFITS TO PARTICIPATING EMPLOYEES OF THE SPONSORING EMPLOYER.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04955780
IRS990/BenefitsToMembersGrp/TotalAmt04955780
IRS990/BooksInCareOfDetail/PersonNm0STEPHEN HICKERSON
IRS990/BooksInCareOfDetail/PhoneNum08167652000
IRS990/BooksInCareOfDetail/USAddress/AddressLine104200 E 135TH STREET
IRS990/BooksInCareOfDetail/USAddress/City0GRANDVIEW
IRS990/BooksInCareOfDetail/USAddress/State0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCode064030
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0643793
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0791526
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0195582
IRS990/ContractorCompensationGrp/CompensationAmt1180093
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine106240 SPRINT PKWY STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine114400 NW LOOP 410
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0OVERLAND PARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1SAN ANTONIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0KS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode066251
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode178229
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10CORESOURCE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11AETNA SIGNATURE ADMINISTRATORS
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS PROCESSING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04955780
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt049
IRS990/CYOtherExpensesAmt0779975
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05883439
IRS990/CYRevenuesLessExpensesAmt0147733
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05735755
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05883488
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0NOT APPLICABLE. THIS IS AN ERISA GOVERNED HEALTH CARE PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditPerformedInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07259
IRS990/FeesForServicesAccountingGrp/TotalAmt07259
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form720FiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8886TFiledInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DON ARMACOST JR
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID ARMACOST
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN HICKERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05883488
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt049
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0MO
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS SELF-INSURED HEALTH CARE PLAN PROVIDES DEFINED HEALTH CARE BENEFITS TO PARTICIPATING EMPLOYEES OF THE SPONSORING EMPLOYER.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0643793
IRS990/NetAssetsOrFundBalancesEOYAmt0791526
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2REINSURANCE PREMIUMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0430553
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11555
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2340608
IRS990/OtherExpensesGrp/TotalAmt0430553
IRS990/OtherExpensesGrp/TotalAmt11555
IRS990/OtherExpensesGrp/TotalAmt2340608
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0555750
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0486418
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEPHEN K HICKERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04363751
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11519688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04363751
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11519688
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04976375
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0708953
IRS990/PYProgramServiceRevenueAmt05901219
IRS990/PYRevenuesLessExpensesAmt0215916
IRS990/PYTotalExpensesAmt05685328
IRS990/PYTotalRevenueAmt05901244
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0147733
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0216572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0321756
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt00
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05735755
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05883488
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05735755
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt05883488
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05883488
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05735755
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI, LINE 2 - TRUSTEES ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE PLAN'S SPONSORING EMPLOYER. PART VI, LINE 11B - FORM 990 IS PREPARED BY CFO OF THE SPONSORING EMPLOYER AND A COPY IS PROVIDED TO THE TRUSTEES BEFORE FILING. PART VI, LINE 19 - GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS. FINANCIAL STATEMENTS ARE ATTACHED TO THE SUMMARY ANNUAL REPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12. TRUSTEES ARE MEMBERS OF THE BOARD OF DIRECTORS OF THE PLAN'S SPONSORING EMPLOYER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - SUPPLEMENTAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0440607507
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10PETERSON MANUFACTURING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine104200 E 135TH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0GRANDVIEW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode064030
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0772322
IRS990/TotalAssetsEOYAmt0808174
IRS990/TotalAssetsGrp/BOYAmt0772322
IRS990/TotalAssetsGrp/EOYAmt0808174
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0779975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04955780
IRS990/TotalFunctionalExpensesGrp/TotalAmt05735755
IRS990/TotalGrossUBIAmt00
IRS990/TotalJointCostsGrp/TotalAmt00
IRS990/TotalLiabilitiesBOYAmt0128529
IRS990/TotalLiabilitiesEOYAmt016648
IRS990/TotalLiabilitiesGrp/BOYAmt0128529
IRS990/TotalLiabilitiesGrp/EOYAmt016648
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0643793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0791526
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt05883439
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05883488
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05883488
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0772322
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0808174
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104200 E 135TH STREET
IRS990/USAddress/City0GRANDVIEW
IRS990/USAddress/State0MO
IRS990/USAddress/ZIPCode0640302875
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.PMLIGHTS.COM
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN K HICKERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10PETERSON MFG CO HEALTH CARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0431401691
ReturnHeader/Filer/PhoneNum08167652000
ReturnHeader/Filer/USAddress/AddressLine104200 E 135TH STREET
ReturnHeader/Filer/USAddress/City0GRANDVIEW
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode0640302875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LISA JOHNSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104200 E 135TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GRANDVIEW

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$808,174
Liabilities
$16,648
Net assets
$791,526
Revenue
$5,883,488
Expenses
$5,735,755
Net income
$147,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.91$5.85$0.94
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.94$0.43$0.70$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$5.66$5.47$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$5.88$5.74$0.15
2013Summary only. Only limited summary data is available for this year.$0.77$0.13$0.64$5.90$5.69$0.22
2012Summary only. Only limited summary data is available for this year.$0.50$0.07$0.43$5.21$5.58$0.37
2011Summary only. Only limited summary data is available for this year.$0.85$0.05$0.80$4.51$4.72$0.22