Civic Intelligence

Src Benefits Programs Trust

990 • Fiscal year 2024 • EIN 43-6489905

Feb 01, 2023 to Jan 31, 2024 • Filed on Nov 21, 2024

Organization ProfileN/A
531 S UnionSpringfield, MO 65802

(417) 862-2337

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$97,649

Flat from 2024

Net Assets

Flat

$64,593

Flat from 2024

Liabilities

Flat

$33,056

Flat from 2024

Revenue And Expenses

Revenue

Flat

$10,094,248

Flat from 2024

Expenses

Flat

$10,625,613

Flat from 2024

Net Income

Flat

-$531,365

Flat from 2024

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 2024: $97,649Liabilities 2024: $33,056Net Assets 2024: $64,5932024Assets 2025: $184,631Liabilities 2025: $110,665Net Assets 2025: $73,9662025

Highlighted filing

2024

Assets$97,649
Liabilities$33,056
Net Assets$64,593
Open 2024 Filing

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 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

2024

Revenue$10,094,248
Expenses$10,625,613
Net Income-$531,365
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Nov 21, 2024
Return Version
2023v5.0
Gross Receipts
$10,094,248
Mission and Program Overview

Mission

To provide healthcare benefits for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$595,958$64,593▼ $531,365
Accounts Receivable$344,887$45,591▼ $299,296
Prepaid Expenses and Deferred Charges$31,057$36,280▲ $5,223
Cash and Non-Interest-Bearing Accounts$634,606$15,778▼ $618,828
Total Assets$1,010,550$97,649▼ $912,901
Liabilities
Accounts Payable and Accrued Expenses$414,592$33,056▼ $381,536
Total Liabilities$414,592$33,056▼ $381,536
Net Assets / Fund Balance
Total Net Assets Fund Balance$595,958$64,593▼ $531,365
Total Liabilities and Net Assets / Fund Balance$1,010,550$97,649▼ $912,901
Compensation and Service Providers

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
$10,094,248
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-531,365

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,094,248
Total Revenue per Audited Statements
$10,094,248
Total Revenue per Form 990
$10,094,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$393,965
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---$10,231,648
Fees for Services Other---$393,965
Total Functional Expenses$0$0$0$10,625,613

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,625,613
Total Expenses per Audited Statements$10,625,613
Total Expenses per Form 990$10,625,613
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
2024-11-21
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, 2024 and 2023, 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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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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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY RAMSEY CPA
ReturnHeader/ReturnTs02024-11-22T13:39:05-05:00
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ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,649
Liabilities
$33,056
Net assets
$64,593
Revenue
$10,094,248
Expenses
$10,625,613
Net income
-$531,365
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
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.06$10.1$10.6$0.53
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