Civic Intelligence

Src Benefits Programs Trust

990 • Fiscal year 2016 • EIN 43-6489905

Feb 01, 2015 to Jan 31, 2016 • Filed on Nov 03, 2016

Organization ProfileN/A
531 S UnionSpringfield, MO 65802

(417) 862-2337

Siviq Scores

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

Liabilities / Assets

91st percentile

0.70x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.05x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

24th percentile

-6.1%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

12th percentile

-18%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

22%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$424,559

Down $90,951 (-18%) from 2015

Net Assets

Down

$126,515

Down $342,656 (-73%) from 2015

Liabilities

Up

$298,044

Up $251,705 (+543%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Up

$5,641,646

Up $1,029,891 (+22%) from 2015

Expenses

Up

$5,984,302

Up $1,158,346 (+24%) from 2015

Net Income

Down

-$342,656

Down $128,455 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2016

Assets$424,559
Liabilities$298,044
Net Assets$126,515
Open 2016 Filing

Operations Trend

Revenue Growth83rd 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

2016

Revenue$5,641,646
Expenses$5,984,302
Net Income-$342,656
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$5,641,646
Mission and Program Overview

Mission

To provide healthcare benefits for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$49,718$375,331▲ $325,613
Cash and Non-Interest-Bearing Accounts$449,407$30,751▼ $418,656
Prepaid Expenses and Deferred Charges$16,385$18,477▲ $2,092
Total Assets$515,510$424,559▼ $90,951
Liabilities
Accounts Payable and Accrued Expenses$46,339$298,044▲ $251,705
Total Liabilities$46,339$298,044▲ $251,705
Net Assets / Fund Balance
Unrestricted Net Assets$469,171$126,515▼ $342,656
Total Net Assets Fund Balance$469,171$126,515▼ $342,656
Total Liabilities and Net Assets / Fund Balance$515,510$424,559▼ $90,951
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,641,646
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-342,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,641,646
Total Revenue per Audited Statements
$5,641,646
Total Revenue per Form 990
$5,641,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,085,433
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---$4,898,869
Fees for Services Other---$120,403
Other Expenses---$105,376
All Other Expenses---$77,844
Total Functional Expenses$0$0$0$5,984,302

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,984,302
Total Expenses per Audited Statements$5,984,302
Total Expenses per Form 990$5,984,302
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“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, Page 6, Part VI, Line 12C

“Plan administrator inquires and documents response.”

Form 990, Page 6, Part VI, 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

Filer Name
Src Benefits Programs Trust
EIN
43-6489905
Phone
4178622337
Address
531 S UNION, SPRINGFIELD, MO 65802

Signing Officer

Name
Beverly Willis
Title
Plan Administrator
Phone
4178622337
Signed
2016-11-03
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

Preparer

Firm
Kpm Cpas Pc
Address
1445 E REPUBLIC RD, SPRINGFIELD, MO 65804
Preparer
Gregory Ramsey CPA
Phone
4178824300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of january 31, 2016 and 2015, 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.”

Raw XML Appendix294 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, 2016 AND 2015, 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.
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04178622337
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC BENEFITS PROGRAMS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SRCB
ReturnHeader/Filer/EIN0436489905
ReturnHeader/Filer/PhoneNum04178622337
ReturnHeader/Filer/USAddress/AddressLine1Txt0531 S UNION
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431109768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01445 E REPUBLIC RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065804
ReturnHeader/PreparerPersonGrp/PhoneNum04178824300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY RAMSEY CPA
ReturnHeader/ReturnTs02016-11-09T11:14:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-02-01
ReturnHeader/TaxPeriodEndDt02016-01-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,559
Liabilities
$298,044
Net assets
$126,515
Revenue
$5,641,646
Expenses
$5,984,302
Net income
-$342,656
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. 2016 filings • 501(c)9 • $5M-$10M nonprofits