Civic Intelligence

Src Benefits Programs Trust

990 • Fiscal year 2022 • EIN 43-6489905

Feb 01, 2021 to Jan 31, 2022 • Filed on Dec 06, 2022

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

28th percentile

0.00x

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

46th percentile

0.5%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

3rd percentile

-63%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

20%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$118,089

Down $202,870 (-63%) from 2021

Net Assets

Up

$118,089

Up $51,580 (+78%) from 2021

Liabilities

Down

$0

Down $254,450 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin46th percentile

Revenue

Up

$9,937,850

Up $1,654,539 (+20%) from 2021

Expenses

Up

$9,886,270

Up $1,623,293 (+20%) from 2021

Net Income

Up

$51,580

Up $31,246 (+154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2022

Assets$118,089
Liabilities$0
Net Assets$118,089
Open 2022 Filing

Operations Trend

Revenue Growth85th 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

2022

Revenue$9,937,850
Expenses$9,886,270
Net Income$51,580
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
Dec 6, 2022
Return Version
2021v4.0
Gross Receipts
$9,937,850
Mission and Program Overview

Mission

To provide healthcare benefits for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,509$118,089▲ $51,580
Accounts Receivable$289,358$78,364▼ $210,994
Prepaid Expenses and Deferred Charges$25,740$29,292▲ $3,552
Cash and Non-Interest-Bearing Accounts$5,861$10,433▲ $4,572
Total Assets$320,959$118,089▼ $202,870
Liabilities
Accounts Payable and Accrued Expenses$254,450--
Total Liabilities$254,450$0▼ $254,450
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,509$118,089▲ $51,580
Total Liabilities and Net Assets / Fund Balance$320,959$118,089▼ $202,870
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
-Trustee
John P StackTrustee
William D SheppardPlan Adminis
-Plan Sponsor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,937,850
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$51,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,937,850
Total Revenue per Audited Statements
$9,937,850
Total Revenue per Form 990
$9,937,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$405,224
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---$9,481,046
Fees for Services Other---$405,224
Total Functional Expenses$0$0$0$9,886,270

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,886,270
Total Expenses per Audited Statements$9,886,270
Total Expenses per Form 990$9,886,270
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 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
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. A plan administrator officer is responsible for signing the return.”

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
Laura Ruzicka
Title
Plan Administrator
Phone
4178622337
Signed
2022-12-06
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

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, 2022 and 2021, 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0254450
IRS990/AccountsReceivableGrp/BOYAmt0289358
IRS990/AccountsReceivableGrp/EOYAmt078364
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTHCARE BENEFITS FOR ITS MEMBERS
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt09481046
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA RUZICKA
IRS990/BooksInCareOfDetail/PhoneNum04178622337
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0531 S UNION
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd065802
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05861
IRS990/CashNonInterestBearingGrp/EOYAmt010433
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt09481046
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0405224
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09937850
IRS990/CYRevenuesLessExpensesAmt051580
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09886270
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09937850
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH CARE BENEFITS PAID FOR PARTICIPANTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/TotalAmt0405224
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0LAURA RUZICKA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1SRC HOLDINGS CORPORATION
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM D SHEPPARD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN P STACK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN ADMINIS
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PLAN SPONSOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt09937850
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTHCARE BENEFITS FOR ITS MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt066509
IRS990/NetAssetsOrFundBalancesEOYAmt0118089
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025740
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029292
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0LAURA RUZICKA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/BusinessCd2524292
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2REINSURANCE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07126735
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11900076
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2911039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07126735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11900076
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2911039
IRS990/ProgSrvcAccomActy2Grp/Desc0PREMIUMS FOR HEALTH, DISABILITY & LIFE INSURANCE
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt07875052
IRS990/PYOtherExpensesAmt0387925
IRS990/PYProgramServiceRevenueAmt08283311
IRS990/PYRevenuesLessExpensesAmt020334
IRS990/PYTotalExpensesAmt08262977
IRS990/PYTotalRevenueAmt08283311
IRS990/ReconcilationRevenueExpnssAmt051580
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066509
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0118089
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt09886270
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt09937850
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2022 AND 2021, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt09886270
IRS990ScheduleD/TotalRevenuePerForm990Amt09937850
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09937850
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09886270
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE COMPLETED FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. A PLAN ADMINISTRATOR OFFICER IS RESPONSIBLE FOR SIGNING THE RETURN.
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0431274934
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTUR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SRC HOLDINGS CORPORATION AND SUBSID
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0531 S UNION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd065802
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07126735
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID BY SRC HOLDINGS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SRC HOLDINGS CORPORATION AND SUBSID
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0320959
IRS990/TotalAssetsEOYAmt0118089
IRS990/TotalAssetsGrp/BOYAmt0320959
IRS990/TotalAssetsGrp/EOYAmt0118089
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09886270
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0254450
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0254450
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt066509
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118089
IRS990/TotalProgramServiceRevenueAmt09937850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09937850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09937850
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0320959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0118089
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0531 S UNION
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065802
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA RUZICKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04178622337
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-06
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/PreparationDt02022-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY RAMSEY CPA
ReturnHeader/ReturnTs02022-12-08T10:58:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUZICKA
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,089
Liabilities
$0
Net assets
$118,089
Revenue
$9,937,850
Expenses
$9,886,270
Net income
$51,580
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
2022Detailed filing. Detailed filing data is available for this year.$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. 2022 filings • 501(c)9 • $5M-$10M nonprofits