Civic Intelligence

Plan Asset Trust for Chas C Meek Lumber Company

EIN 43-1664497 • 501(c)9 • Springfield, MO

Profile

The trust receives employee and employer contributions to the Charles C. Meek Lumber Co. Health Insurance Plan and provides payment for health claims.

PO Box 1746Springfield, MO 65806

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

-97%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-94%

Faster revenue growth than 25% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$32,196

Down $939,596 (-97%) from 2018

Liabilities

Down

$0

Down $1,192,692 (-100%) from 2018

Net Assets

Up

$32,196

Up $253,096 (+115%) from 2018

Operations
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Down

$253,214

Down $4,216,462 (-94%) from 2018

Expenses

Down

$118

Down $5,079,857 (-100%) from 2018

Net Income

Up

$253,096

Up $863,395 (+141%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,020,065Liabilities 2011: $196,218Net Assets 2011: $823,8472011Assets 2012: $700,700Liabilities 2012: $166,314Net Assets 2012: $534,3862012Assets 2013: $741,531Liabilities 2013: $517,523Net Assets 2013: $224,0082013Assets 2014: $795,643Liabilities 2014: $381,237Net Assets 2014: $414,4062014Assets 2015: $766,265Liabilities 2015: $479,373Net Assets 2015: $286,8922015Assets 2016: $1,040,480Liabilities 2016: $669,131Net Assets 2016: $371,3492016Assets 2017: $1,077,288Liabilities 2017: $687,889Net Assets 2017: $389,3992017Assets 2018: $971,792Liabilities 2018: $1,192,692Net Assets 2018: -$220,9002018Assets 2019: $32,196Liabilities 2019: $0Net Assets 2019: $32,1962019

Highlighted filing

2019

Assets$32,196
Liabilities$0
Net Assets$32,196
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,588,7612011Revenue 2012: $2,443,918Expenses 2012: $2,733,379Net Income 2012: -$289,4612012Revenue 2013: $3,088,934Expenses 2013: $3,399,312Net Income 2013: -$310,3782013Revenue 2014: $3,433,960Expenses 2014: $3,243,562Net Income 2014: $190,3982014Revenue 2015: $3,785,700Expenses 2015: $3,913,214Net Income 2015: -$127,5142015Revenue 2016: $4,070,674Expenses 2016: $3,986,217Net Income 2016: $84,4572016Revenue 2017: $4,410,757Expenses 2017: $4,392,707Net Income 2017: $18,0502017Revenue 2018: $4,469,676Expenses 2018: $5,079,975Net Income 2018: -$610,2992018Revenue 2019: $253,214Expenses 2019: $118Net Income 2019: $253,0962019

Highlighted filing

2019

Revenue$253,214
Expenses$118
Net Income$253,096
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$32,196
Liabilities
$0
Net assets
$32,196
Revenue
$253,214
Expenses
$118
Net income
$253,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.25$0.00$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$1.19$0.22$4.47$5.08$0.61
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.69$0.39$4.41$4.39$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.67$0.37$4.07$3.99$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.48$0.29$3.79$3.91$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.38$0.41$3.43$3.24$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.52$0.22$3.09$3.40$0.31
2012Summary only. Only limited summary data is available for this year.$0.70$0.17$0.53$2.44$2.73$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.20$0.82$2.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$253,214
Mission and Program Overview

Mission

The trust receives employee and employer contributions to the Charles C. Meek Lumber Co. Health Insurance Plan and provides payment for health claims.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$787,002$0▼ $787,002
Cash and Non-Interest-Bearing Accounts$184,790$32,196▼ $152,594
Rtn Earn Endowment Incm Other Fnds$-220,900$32,196▲ $253,096
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$971,792$32,196▼ $939,596
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,192,692--
Total Liabilities$1,192,692$0▼ $1,192,692
Net Assets / Fund Balance
Total Net Assets Fund Balance$-220,900$32,196▲ $253,096
Total Liabilities and Net Assets / Fund Balance$971,792$32,196▼ $939,596
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Suzanne MetzgarTrustee
Beth HuffHR Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$253,212
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$253,096

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,214
Revenue Not Reported on Form 990
$-46,633
Total Revenue per Audited Statements
$206,581
Total Revenue per Form 990
$253,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118
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
Other Expenses---$118
Total Functional Expenses$0$0$0$118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$46,751
Expenses Not Reported on Form 990$46,633
Expenses per Audited Statements$118
Total Expenses per Form 990$118
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
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by Beth Huff, human resources director before final submission to Internal Revenue Service”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Form 990 is available upon request”

Filing and Contact Details

Filer

Filer Name
Plan Asset Trust Agreement for Charles
EIN
43-1664497
Phone
4175212801
Address
PO Box 1746, Springfield, MO 65806

Signing Officer

Name
Beth Huff
Title
HR Manager
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Roberts McKenzie Mangan & Cummings PC
Address
4035 S Fremont, Springfield, MO 65804
Preparer
Robert W Rebmann
Phone
4178835348
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The trust established under the Plan to hold the Plan's assets is intended to qualify pursuant to Section 501(C)9 of the Internal Revenue Code and, accordingly, the Trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the Internal Revenue Service, and the Plan sponsor believes that the trust and the Plan, as amended, continue to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require the plan administrator to evaluate tax positions taken by the Plan and recognize a tax liablity for any uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Reinsurance reimbursement $46633”

Raw XML Appendix292 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/Form990ProvidedToGvrnBodyInd0true
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IRS990/GoverningBodyVotingMembersCnt02
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/IRPDocumentCnt00
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IRS990/MinutesOfCommitteesInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reinsurance reimbursement $46633
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ReturnHeader/BuildTS02022-01-07 14:23:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Huff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HR Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plan Asset Trust Agreement for Charles
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C Meek Lumber Co
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0431664497
ReturnHeader/Filer/PhoneNum04175212801
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1746
ReturnHeader/Filer/USAddress/CityNm0Springfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065806
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431244312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberts McKenzie Mangan & Cummings PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04035 S Fremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065804
ReturnHeader/PreparerPersonGrp/PhoneNum04178835348
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Rebmann
ReturnHeader/ReturnTs02020-11-11T14:10:45-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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