Civic Intelligence

Plan Asset Trust Agreement for Charles C Meek Lumber Co

990 • Fiscal year 2014 • EIN 43-1664497

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization ProfileN/A
PO Box 1746Springfield, MO 65806

(417) 521-2801

Siviq Scores

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

Liabilities / Assets

86th percentile

0.48x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

61st percentile

5.5%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M 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 • $1M-$5M nonprofits • Source year 2014

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$795,643

Up $54,112 (+7.3%) from 2013

Net Assets

Up

$414,406

Up $190,398 (+85%) from 2013

Liabilities

Down

$381,237

Down $136,286 (-26%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin61st percentile

Revenue

Up

$3,433,960

Up $345,026 (+11%) from 2013

Expenses

Down

$3,243,562

Down $155,750 (-4.6%) from 2013

Net Income

Up

$190,398

Up $500,776 (+161%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2014

Assets$795,643
Liabilities$381,237
Net Assets$414,406
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,433,960
Expenses$3,243,562
Net Income$190,398
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$3,433,960
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
Cash and Non-Interest-Bearing Accounts$533,316$629,116▲ $95,800
Rtn Earn Endowment Incm Other Fnds$224,008$414,406▲ $190,398
Accounts Receivable$208,215$166,527▼ $41,688
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$741,531$795,643▲ $54,112
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$517,523$381,237▼ $136,286
Total Liabilities$517,523$381,237▼ $136,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$224,008$414,406▲ $190,398
Total Liabilities and Net Assets / Fund Balance$741,531$795,643▲ $54,112
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Robert LamersHR Director
Terry MeekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,433,932
Investment Income
$28
Other Revenue
$0
Change in Net Assets
$190,398

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,433,960
Total Revenue per Audited Statements
$3,433,960
Total Revenue per Form 990
$3,433,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$758,696
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---$2,484,866
Other Expenses---$22,077
All Other Expenses---$21,388
Fees for Services Accounting---$1,950
Total Functional Expenses$0$0$0$3,243,562

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,243,562
Total Expenses per Audited Statements$3,243,562
Total Expenses per Form 990$3,243,562
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
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
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

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

“The form 990 is reviewed by Rob Lamers, human resources director, and Terry Meek, the president of the plan sponsor, 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
Robert Lamers
Title
HR Director
Signed
2015-08-11
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
Kelley McKenzie
Phone
4178835348
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The plan adopted the provisions of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes, (FASB ASC 740-10), effective January 1, 2009. Under this interpretation, the Plan would record a liability for uncertain tax positions when it is probable that a tax position would not be upheld under examination and the amount can be reasonably estimated. The Plan, with advice from their CPA as needed, continually evaluates expiring statues of limitations, changes in tax law and new authoritative rulings in determining if there are unreasonable tax positions subject to the provisions of FASB Interpretation No. 48 when preparing the annual 990. At December 31, 2014, the Plan has determined that there were no unreasonable tax positions whereby a liability would need to be recorded.”

Raw XML Appendix304 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/BOYAmt0517523
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0381237
IRS990/AccountsReceivableGrp/BOYAmt0208215
IRS990/AccountsReceivableGrp/EOYAmt0166527
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The trust receives employee and employer contributions to the Charles C. Meek Lumber Co. Health Insurance Plan and provides payment for health claims.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt021388
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt02484866
IRS990/BooksInCareOfDetail/PersonNm0Robert Lamers
IRS990/BooksInCareOfDetail/PhoneNum04175212801
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01311 E Woodhurst
IRS990/BooksInCareOfDetail/USAddress/CityNm0Springfield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd065804
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0533316
IRS990/CashNonInterestBearingGrp/EOYAmt0629116
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02484866
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt028
IRS990/CYOtherExpensesAmt0758696
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03433932
IRS990/CYRevenuesLessExpensesAmt0190398
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03243562
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03433960
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Plan provides health benefits and life insurance to covered employees.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01950
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Lamers
IRS990/Form990PartVIISectionAGrp/PersonNm1Terry Meek
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0HR Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03433960
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0The trust receives employee and employer contributions to the Charles C. Meek Lumber Co. Health Insurance Plan and provides payment for health claims.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0224008
IRS990/NetAssetsOrFundBalancesEOYAmt0414406
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Excess loss premiums
IRS990/OtherExpensesGrp/Desc1Contract administrator fees
IRS990/OtherExpensesGrp/Desc2Transitional Reinsurance Fee
IRS990/OtherExpensesGrp/Desc3Life insurance premiums
IRS990/OtherExpensesGrp/TotalAmt0577166
IRS990/OtherExpensesGrp/TotalAmt177665
IRS990/OtherExpensesGrp/TotalAmt258450
IRS990/OtherExpensesGrp/TotalAmt322077
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0COBRA/FMLA contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employee contributions
IRS990/ProgramServiceRevenueGrp/Desc2Employer contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03864
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11241041
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22189027
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11241041
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22189027
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02774538
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0624774
IRS990/PYProgramServiceRevenueAmt03088909
IRS990/PYRevenuesLessExpensesAmt0-310378
IRS990/PYTotalExpensesAmt03399312
IRS990/PYTotalRevenueAmt03088934
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0190398
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0224008
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0414406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03243562
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt03433960
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The plan adopted the provisions of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes, (FASB ASC 740-10), effective January 1, 2009. Under this interpretation, the Plan would record a liability for uncertain tax positions when it is probable that a tax position would not be upheld under examination and the amount can be reasonably estimated. The Plan, with advice from their CPA as needed, continually evaluates expiring statues of limitations, changes in tax law and new authoritative rulings in determining if there are unreasonable tax positions subject to the provisions of FASB Interpretation No. 48 when preparing the annual 990. At December 31, 2014, the Plan has determined that there were no unreasonable tax positions whereby a liability would need to be recorded.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt03243562
IRS990ScheduleD/TotalRevenuePerForm990Amt03433960
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03433960
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03243562
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed by Rob Lamers, human resources director, and Terry Meek, the president of the plan sponsor, before final submission to Internal Revenue Service
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0741531
IRS990/TotalAssetsEOYAmt0795643
IRS990/TotalAssetsGrp/BOYAmt0741531
IRS990/TotalAssetsGrp/EOYAmt0795643
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03243562
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0517523
IRS990/TotalLiabilitiesEOYAmt0381237
IRS990/TotalLiabilitiesGrp/BOYAmt0517523
IRS990/TotalLiabilitiesGrp/EOYAmt0381237
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0224008
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0414406
IRS990/TotalProgramServiceRevenueAmt03433932
IRS990/TotalRevenueGrp/ExclusionAmt028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03433932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03433960
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0741531
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0795643
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Lamers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HR Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
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/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/PreparerPersonNm0Kelley McKenzie
ReturnHeader/ReturnTs02015-08-14T13:37:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$795,643
Liabilities
$381,237
Net assets
$414,406
Revenue
$3,433,960
Expenses
$3,243,562
Net income
$190,398
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