Civic Intelligence

Src Benefits Programs Trust

990 • Fiscal year 2014 • EIN 43-6489905

Feb 01, 2013 to Jan 31, 2014 • Filed on Oct 09, 2014

Organization ProfileN/A
531 S Union65802

(417) 862-2337

Siviq Scores

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

Liabilities / Assets

71st percentile

0.21x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.03x

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

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

Net Margin

54th percentile

3.9%

Higher net margin than 54% 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

97th percentile

83%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$863,370

Up $390,921 (+83%) from 2013

Net Assets

Up

$683,372

Up $214,523 (+46%) from 2013

Liabilities

Up

$179,998

Up $176,398 (+4900%) from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin54th percentile

Revenue

$5,511,174

No earlier filing loaded for comparison.

Expenses

Up

$5,296,651

Up $1,063,347 (+25%) from 2013

Net Income

$214,523

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2014

Assets$863,370
Liabilities$179,998
Net Assets$683,372
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

2014

Revenue$5,511,174
Expenses$5,296,651
Net Income$214,523
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Oct 9, 2014
Return Version
2013v3.0
Gross Receipts
$5,511,174
Mission and Program Overview

Mission

To provide healthcare benefits for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$449,538$520,672▲ $71,134
Accounts Receivable$8,404$327,518▲ $319,114
Prepaid Expenses and Deferred Charges$14,507$15,180▲ $673
Total Assets$472,449$863,370▲ $390,921
Liabilities
Accounts Payable and Accrued Expenses$3,600$179,998▲ $176,398
Total Liabilities$3,600$179,998▲ $176,398
Net Assets / Fund Balance
Unrestricted Net Assets$468,849$683,372▲ $214,523
Total Net Assets Fund Balance$468,849$683,372▲ $214,523
Total Liabilities and Net Assets / Fund Balance$472,449$863,370▲ $390,921
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
John P StackTrustee
William D SheppardTrustee
Beverly WillisPlan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,511,174
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$214,523

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,511,174
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,511,174
Total Revenue per Form 990
$5,511,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$873,346
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---$4,423,305
Fees for Services Other---$109,667
Other Expenses---$99,372
Total Functional Expenses$0$0$0$5,296,651

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,296,651
Total Expenses per Audited Statements$5,296,651
Total Expenses per Form 990$5,296,651
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11

“A 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.”

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

“Plan administrator inquires and documents response.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents and financial statements available to the public. The organization does make them available to participants in the group health plan upon request.”

Filing and Contact Details

Filer

EIN
43-6489905
Phone
4178622337

Signing Officer

Name
Beverly Willis
Title
Plan Administrator
Phone
4178622337
Signed
2014-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Willis
Formed
1994
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Gregory Ramsey CPA
Phone
4178824300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of january 31, 2014, 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 2010.”

Raw XML Appendix309 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2014, 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 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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/SupplementalInformationDetail/ExplanationTxt1PLAN ADMINISTRATOR INQUIRES AND DOCUMENTS RESPONSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES MAKE THEM AVAILABLE TO PARTICIPANTS IN THE GROUP HEALTH PLAN UPON REQUEST.
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IRS990/USAddress/City0SPRINGFIELD
IRS990/USAddress/State0MO
IRS990/USAddress/ZIPCode065802
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04178622337
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10SRC BENEFITS PROGRAMS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SRCB
ReturnHeader/Filer/EIN0436489905
ReturnHeader/Filer/PhoneNum04178622337
ReturnHeader/Filer/USAddress/AddressLine10531 S UNION
ReturnHeader/Filer/USAddress/City0SPRINGFIELD
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431109768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KPM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102003 EAST SUNSHINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode065804
ReturnHeader/PreparerPersonGrp/PhoneNum04178824300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY RAMSEY CPA
ReturnHeader/ReturnTs02014-11-06T16:09:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$863,370
Liabilities
$179,998
Net assets
$683,372
Revenue
$5,511,174
Expenses
$5,296,651
Net income
$214,523
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $5M-$10M nonprofits