Civic Intelligence

Learfield Communications Group

EIN 47-2642179 • 501(c)9 • Jefferson City, MO

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Profile

To establish and maintain one or more health and welfare plans for the payment of life, sick, accident, and other similar benefits for employees and dependents of learfield communications group, inc.

505 Hobbs RoadJefferson City, MO 65109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.34x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

46th percentile

2.6%

Higher net margin than 46% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

95th percentile

38%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,148,057

Up $596,719 (+38%) from 2023

Liabilities

Down

$731,998

Down $58,751 (-7.4%) from 2023

Net Assets

Up

$1,416,059

Up $655,470 (+86%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin46th percentile

Revenue

Up

$24,819,466

Up $3,143,466 (+15%) from 2023

Expenses

Up

$24,163,996

Up $2,097,914 (+9.5%) from 2023

Net Income

Up

$655,470

Up $1,045,552 (+268%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2015: $511,280Liabilities 2015: $2,191Net Assets 2015: $509,0892015Assets 2016: $1,077,820Liabilities 2016: $0Net Assets 2016: $1,077,8202016Assets 2017: $1,935,705Liabilities 2017: $3,472Net Assets 2017: $1,932,2332017Assets 2018: $2,313,995Liabilities 2018: $53,583Net Assets 2018: $2,260,4122018Assets 2019: $2,199,607Liabilities 2019: $61,784Net Assets 2019: $2,137,8232019Assets 2020: $2,893,573Liabilities 2020: $154,510Net Assets 2020: $2,739,0632020Assets 2021: $2,653,028Liabilities 2021: $126,543Net Assets 2021: $2,526,4852021Assets 2022: $1,589,898Liabilities 2022: $439,227Net Assets 2022: $1,150,6712022Assets 2023: $1,551,338Liabilities 2023: $790,749Net Assets 2023: $760,5892023Assets 2024: $2,148,057Liabilities 2024: $731,998Net Assets 2024: $1,416,0592024

Highlighted filing

2024

Assets$2,148,057
Liabilities$731,998
Net Assets$1,416,059
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2015: $7,013,121Expenses 2015: $6,504,032Net Income 2015: $509,0892015Revenue 2016: $8,064,192Expenses 2016: $7,495,461Net Income 2016: $568,7312016Revenue 2017: $8,807,069Expenses 2017: $7,952,656Net Income 2017: $854,4132017Revenue 2018: $11,996,940Expenses 2018: $11,668,761Net Income 2018: $328,1792018Revenue 2019: $11,693,480Expenses 2019: $11,816,069Net Income 2019: -$122,5892019Revenue 2020: $17,688,532Expenses 2020: $17,087,292Net Income 2020: $601,2402020Revenue 2021: $18,543,210Expenses 2021: $18,787,112Net Income 2021: -$243,9022021Revenue 2022: $20,606,815Expenses 2022: $21,982,629Net Income 2022: -$1,375,8142022Revenue 2023: $21,676,000Expenses 2023: $22,066,082Net Income 2023: -$390,0822023Revenue 2024: $24,819,466Expenses 2024: $24,163,996Net Income 2024: $655,4702024

Highlighted filing

2024

Revenue$24,819,466
Expenses$24,163,996
Net Income$655,470
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,148,057
Liabilities
$731,998
Net assets
$1,416,059
Revenue
$24,819,466
Expenses
$24,163,996
Net income
$655,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.73$1.42$24.8$24.2$0.66
2023Summary only. Only limited summary data is available for this year.$1.55$0.79$0.76$21.7$22.1$0.39
2022Summary only. Only limited summary data is available for this year.$1.59$0.44$1.15$20.6$22.0$1.38
2021Summary only. Only limited summary data is available for this year.$2.65$0.13$2.53$18.5$18.8$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.15$2.74$17.7$17.1$0.60
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.06$2.14$11.7$11.8$0.12
2018Summary only. Only limited summary data is available for this year.$2.31$0.05$2.26$12.0$11.7$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.93$8.81$7.95$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$8.06$7.50$0.57
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$7.01$6.50$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$24,819,466
Mission and Program Overview

Mission

To establish and maintain one or more health and welfare plans for the payment of life, sick, accident, and other similar benefits for employees and dependents of learfield communications group, inc.

The learfield group benefit trust offers insurance benefits for employees and their dependents of learfield communications inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$9,697$1,523,986▲ $1,514,289
Rtn Earn Endowment Incm Other Fnds$760,589$1,416,059▲ $655,470
Cash and Non-Interest-Bearing Accounts$1,541,641$624,071▼ $917,570
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,551,338$2,148,057▲ $596,719
Liabilities
Accounts Payable and Accrued Expenses$790,749$731,998▼ $58,751
Total Liabilities$790,749$731,998▼ $58,751
Net Assets / Fund Balance
Total Net Assets Fund Balance$760,589$1,416,059▲ $655,470
Total Liabilities and Net Assets / Fund Balance$1,551,338$2,148,057▲ $596,719
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kristine SchroederPresident/trustee
John RaleighVice President/trustee
Jeff MartinSecretary/trustee
Pete LoriTreasurer/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,812,477
Investment Income
$0
Other Revenue
$6,989
Change in Net Assets
$655,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,209,259
Revenue Not Reported on Financial Statements
$1,610,207
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,610,207
Total Revenue per Audited Statements
$23,209,259
Total Revenue per Form 990
$24,819,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,303,025
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---$19,860,971
Insurance---$3,464,650
Fees for Services Other---$838,375
Total Functional Expenses$0$0$0$24,163,996

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,163,996
Expenses per Audited Statements$22,553,789
Total Expenses per Audited Statements$22,553,789
Expenses Not Reported on Financial Statements$1,610,207
Other Expense Adjustments$1,610,207
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
No
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, Part VI, Section B, Line 11B

“The form 990 is reviewed by jeff martin, trustee”

Form 990, Part VI, Section C, Line 19

“The governing trust document, conflict of interest policy and form 990 are available to the public by request”

Filing and Contact Details

Filer

Filer Name
Learfield Communications Group
EIN
47-2642179
Phone
5738937200
Address
505 HOBBS ROAD, JEFFERSON CITY, MO 65109

Signing Officer

Name
Kristine Schroeder
Title
Plan President
Phone
5738937200
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Schroeder
Formed
2015
Legal Domicile
Mo
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wipfli Advisory LLC
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Karyn a Nunn
Phone
3148622070
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for reviewing the form 990 before filing has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets is intended to qualify under section 501(c)(9) of the internal revenue code ("irc") as a tax-exempt entity. The trust has obtained a favorable tax determination letter dated june 6, 2016, from the internal revenue service ("irs") that the trust is qualified. The plan's administration believes that the trust continues to qualify and is operating in accordance with applicable provisions of the irc. The generally accepted accounting principles basis of accounting requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reinsurance revenue netted against expenses on the audit 1,603,218. Miscellanous revenue netted against expenses on the audit 6,989.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reinsurance revenue netted against expenses on the audit 1,603,218. Miscellanous revenue netted against expenses on the audit 6,989.”

Raw XML Appendix292 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0790749
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0731998
IRS990/AccountsReceivableGrp/BOYAmt09697
IRS990/AccountsReceivableGrp/EOYAmt01523986
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE LEARFIELD GROUP BENEFIT TRUST OFFERS INSURANCE BENEFITS FOR EMPLOYEES AND THEIR DEPENDENTS OF LEARFIELD COMMUNICATIONS INC.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt019860971
IRS990/BooksInCareOfDetail/PersonNm0PETE LORI
IRS990/BooksInCareOfDetail/PhoneNum05738937200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0505 HOBBS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0JEFFERSON CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd065109
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01541641
IRS990/CashNonInterestBearingGrp/EOYAmt0624071
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt019860971
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt04303025
IRS990/CYOtherRevenueAmt06989
IRS990/CYProgramServiceRevenueAmt024812477
IRS990/CYRevenuesLessExpensesAmt0655470
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024163996
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024819466
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CLAIMS INCURRED AND PREMIUMS PAID ON GROUP INSURANCE FOR THE PROVISION OF LIFE, SICK, ACCIDENT, AND OTHER SIMILAR BENEFITS FOR EMPLOYEES AND DEPENDENTS OF LEARFIELD COMMUNICATIONS GROUP, INC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0838375
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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/PersonNm0KRISTINE SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN RALEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm3PETE LORI
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/TitleTxt0PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt024819466
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03464650
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ESTABLISH AND MAINTAIN ONE OR MORE HEALTH AND WELFARE PLANS FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND OTHER SIMILAR BENEFITS FOR EMPLOYEES AND DEPENDENTS OF LEARFIELD COMMUNICATIONS GROUP, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0760589
IRS990/NetAssetsOrFundBalancesEOYAmt01416059
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06989
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06989
IRS990/OtherRevenueTotalAmt06989
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KRISTINE SCHROEDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE AND EMPLOYER PLAN CONTRI
IRS990/ProgramServiceRevenueGrp/Desc1REINSURANCE REVENUE/STOP LOSS REI
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023089797
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11603218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2119462
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023089797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11603218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2119462
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017441396
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt04624686
IRS990/PYOtherRevenueAmt01343
IRS990/PYProgramServiceRevenueAmt021674657
IRS990/PYRevenuesLessExpensesAmt0-390082
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt022066082
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021676000
IRS990/ReconcilationRevenueExpnssAmt0655470
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0760589
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01416059
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01610207
IRS990ScheduleD/ExpensesSubtotalAmt022553789
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt01610207
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01610207
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01610207
IRS990ScheduleD/RevenueSubtotalAmt023209259
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS INTENDED TO QUALIFY UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AS A TAX-EXEMPT ENTITY. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED JUNE 6, 2016, FROM THE INTERNAL REVENUE SERVICE ("IRS") THAT THE TRUST IS QUALIFIED. THE PLAN'S ADMINISTRATION BELIEVES THAT THE TRUST CONTINUES TO QUALIFY AND IS OPERATING IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REINSURANCE REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 1,603,218. MISCELLANOUS REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 6,989.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REINSURANCE REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 1,603,218. MISCELLANOUS REVENUE NETTED AGAINST EXPENSES ON THE AUDIT 6,989.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024163996
IRS990ScheduleD/TotalRevenuePerForm990Amt024819466
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023209259
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022553789
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY JEFF MARTIN, TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE TO THE PUBLIC BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR REVIEWING THE FORM 990 BEFORE FILING HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01551338
IRS990/TotalAssetsEOYAmt02148057
IRS990/TotalAssetsGrp/BOYAmt01551338
IRS990/TotalAssetsGrp/EOYAmt02148057
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024163996
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0790749
IRS990/TotalLiabilitiesEOYAmt0731998
IRS990/TotalLiabilitiesGrp/BOYAmt0790749
IRS990/TotalLiabilitiesGrp/EOYAmt0731998
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0760589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01416059
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt024812477
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024819466
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024819466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01551338
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02148057
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0505 HOBBS ROAD
IRS990/USAddress/CityNm0JEFFERSON CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065109
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE SCHROEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05738937200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARFIELD COMMUNICATIONS GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0472642179
ReturnHeader/Filer/PhoneNum05738937200
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 HOBBS ROAD
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393647910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 FORSYTH BLVD SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148622070
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARYN A NUNN
ReturnHeader/ReturnTs02025-11-17T14:36:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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