Civic Intelligence

Src Benefits Programs Trust

990 • Fiscal year 2013 • EIN 43-6489905

Feb 01, 2012 to Jan 31, 2013 • Filed on Nov 14, 2013

531 S Union65802
Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

5th percentile

-51%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$472,449

Down $490,543 (-51%) from 2012

Net Assets

Down

$468,849

Down $278,611 (-37%) from 2012

Liabilities

Down

$3,600

Down $211,932 (-98%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,233,304

Down $651,952 (-13%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $962,992Liabilities 2012: $215,532Net Assets 2012: $747,4602012Assets 2013: $472,449Liabilities 2013: $3,600Net Assets 2013: $468,8492013Assets 2014: $863,370Liabilities 2014: $179,998Net Assets 2014: $683,3722014Assets 2015: $515,510Liabilities 2015: $46,339Net Assets 2015: $469,1712015Assets 2016: $424,559Liabilities 2016: $298,044Net Assets 2016: $126,5152016Assets 2017: $603,914Liabilities 2017: $475,266Net Assets 2017: $128,6482017Assets 2018: $781,339Liabilities 2018: $575,953Net Assets 2018: $205,3862018Assets 2019: $733,271Liabilities 2019: $456,657Net Assets 2019: $276,6142019Assets 2020: $162,975Liabilities 2020: $116,800Net Assets 2020: $46,1752020Assets 2021: $320,959Liabilities 2021: $254,450Net Assets 2021: $66,5092021Assets 2022: $118,089Liabilities 2022: $0Net Assets 2022: $118,0892022Assets 2023: $1,010,550Liabilities 2023: $414,592Net Assets 2023: $595,9582023Assets 2024: $97,649Liabilities 2024: $33,056Net Assets 2024: $64,5932024Assets 2025: $184,631Liabilities 2025: $110,665Net Assets 2025: $73,9662025

Highlighted filing

2013

Assets$472,449
Liabilities$3,600
Net Assets$468,849

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $5,097,333Expenses 2012: $4,885,256Net Income 2012: $212,0772012Expenses 2013: $4,233,3042013Revenue 2014: $5,511,174Expenses 2014: $5,296,651Net Income 2014: $214,5232014Revenue 2015: $4,611,755Expenses 2015: $4,825,956Net Income 2015: -$214,2012015Revenue 2016: $5,641,646Expenses 2016: $5,984,302Net Income 2016: -$342,6562016Revenue 2017: $7,681,555Expenses 2017: $7,679,422Net Income 2017: $2,1332017Revenue 2018: $7,646,846Expenses 2018: $7,570,108Net Income 2018: $76,7382018Revenue 2019: $9,552,739Expenses 2019: $9,481,511Net Income 2019: $71,2282019Revenue 2020: $9,275,976Expenses 2020: $9,506,415Net Income 2020: -$230,4392020Revenue 2021: $8,283,311Expenses 2021: $8,262,977Net Income 2021: $20,3342021Revenue 2022: $9,937,850Expenses 2022: $9,886,270Net Income 2022: $51,5802022Revenue 2023: $10,026,834Expenses 2023: $9,548,965Net Income 2023: $477,8692023Revenue 2024: $10,094,248Expenses 2024: $10,625,613Net Income 2024: -$531,3652024Revenue 2025: $13,927,084Expenses 2025: $13,917,711Net Income 2025: $9,3732025

Highlighted filing

2013

Revenue-
Expenses$4,233,304
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Nov 14, 2013
Return Version
2012v2.1
Gross Receipts
$3,954,693
Mission and Program Overview

Mission

To provide healthcare benefits for its members

Major Activities

Activity 2
Premiums for health, disability & life insurance
Filing and Contact Details

Filer

EIN
43-6489905
Raw XML Appendix307 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
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IRS990/AccountsPayableAccruedExpenses/BOY0215532
IRS990/AccountsPayableAccruedExpenses/EOY03600
IRS990/AccountsReceivable/BOY0376491
IRS990/AccountsReceivable/EOY08404
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0PREMIUMS FOR HEALTH, DISABILITY & LIFE INSURANCE
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTHCARE BENEFITS FOR ITS MEMBERS
IRS990/AddressPrincipalOfficerUS/AddressLine10531 S UNION
IRS990/AddressPrincipalOfficerUS/City0SPRINGFIELD
IRS990/AddressPrincipalOfficerUS/State0MO
IRS990/AddressPrincipalOfficerUS/ZIPCode065802
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IRS990/AuditCommittee01
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IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
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IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
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IRS990/ConsolidatedAuditFinancialStmt00
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IRS990/ContributionsGrantsPriorYear00
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IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0HEALTH CARE BENEFITS PAID FOR PARTICIPANTS
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
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IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated240.00
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IRS990/Form990PartVIISectionA/NamePerson2JOHN P STACK
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IRS990/Form990PartVIISectionA/OtherCompensation20
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/Title0PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0BEVERLY WILLIS
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IRS990/NbrVotingMembersGoverningBody03
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IRS990/NonDeductibleContributions00
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IRS990/OtherExpenses/Description0REINSURANCE
IRS990/OtherExpenses/Description1LIFE/DISABILITY INSURAN
IRS990/OtherExpenses/Description2ADMINISTRATION FEES
IRS990/OtherExpenses/Description3OTHER MEMBER BENEFITS
IRS990/OtherExpenses/Total0479200
IRS990/OtherExpenses/Total1167375
IRS990/OtherExpenses/Total2103656
IRS990/OtherExpenses/Total391807
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IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1EMPLOYEE CONTRIBUTIONS
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome02955071
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1999622
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IRS990/ProgramServiceRevenue/TotalRevenueColumn1999622
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-278611
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
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IRS990/RevenuesLessExpensesCY0-278611
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IRS990/SalariesEtcCurrentYear00
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IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal04233304
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. A TAX LIABILITY WOULD BE RECOGNIZED IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal03954693
IRS990ScheduleD/TotalExpensesPerForm99004233304
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm99003954693
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt04233304
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt03954693
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF THE COMPLETED FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. PLAN ADMINISTRATOR BEVERLY WILLIS REVIEWS AND SIGNS THE FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation1PLAN ADMINISTRATOR INQUIRES AND DOCUMENTS RESPONSE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGNIZATION DOES MAKE THEM AVAILABLE TO PARTICIPANTS IN THE GROUP HEALTH PLAN UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10531 S UNION
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0MO
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode065802
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA0N/A
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IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0MO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10SRC HOLDINGS CORPORATION AND SUBSIDIARIES
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0MACHINERY MANUFACTURING
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0S
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
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IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg01
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved02955071
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH PAID BY SRC HOLDINGS
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10SRC HOLDINGS CORPORATION AND SUBSIDIARIES
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0R
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
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IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
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IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10531 S UNION
IRS990/TheBooksAreInCareOf/AddressUS/City0SPRINGFIELD
IRS990/TheBooksAreInCareOf/AddressUS/State0MO
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode065802
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10BEVERLY WILLIS
IRS990/TheBooksAreInCareOf/TelephoneNumber04178622337
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFromOrg00
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IRS990/TotalRevenue/TotalRevenueColumn03954693
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IRS990/TypeOfOrganizationTrust0X
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IRS990/UnrestrictedNetAssets/BOY0747460
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01994
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0436489905
ReturnHeader/Filer/Name/BusinessNameLine10SRC BENEFITS PROGRAMS TRUST
ReturnHeader/Filer/NameControl0SRCB
ReturnHeader/Filer/Phone04178622337
ReturnHeader/Filer/USAddress/AddressLine10531 S UNION
ReturnHeader/Filer/USAddress/City0SPRINGFIELD
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065802
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0BEVERLY WILLIS
ReturnHeader/Officer/Phone04178622337
ReturnHeader/Officer/Title0PLAN ADMINISTRATOR
ReturnHeader/PreparerFirm/EIN0431109768
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KPM CPAS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102003 EAST SUNSHINE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SPRINGFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode065804
ReturnHeader/Preparer/Name0GREGORY RAMSEY CPA
ReturnHeader/Preparer/Phone04178824300
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-02-01
ReturnHeader/TaxPeriodEndDate02013-01-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-21T11:24:05-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.11$0.07$13.9$13.9$0.01
2024Summary only. Only limited summary data is available for this year.$0.10$0.03$0.06$10.1$10.6$0.53
2023Summary only. Only limited summary data is available for this year.$1.01$0.41$0.60$10.0$9.55$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$9.94$9.89$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.25$0.07$8.28$8.26$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.12$0.05$9.28$9.51$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.46$0.28$9.55$9.48$0.07
2018Summary only. Only limited summary data is available for this year.$0.78$0.58$0.21$7.65$7.57$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.48$0.13$7.68$7.68$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.30$0.13$5.64$5.98$0.34
2015Summary only. Only limited summary data is available for this year.$0.52$0.05$0.47$4.61$4.83$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.18$0.68$5.51$5.30$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$4.23
2012Summary only. Only limited summary data is available for this year.$0.96$0.22$0.75$5.10$4.89$0.21