Civic Intelligence

Learfield Communications Group Benefit Trust Inc

990 • Fiscal year 2021 • EIN 47-2642179

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 26, 2024

Organization ProfileN/A

View Organization Page

505 Hobbs RoadJefferson City, MO 65109

(573) 893-7200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,653,028

Flat from 2021

Net Assets

Flat

$2,526,485

Flat from 2021

Liabilities

Flat

$126,543

Flat from 2021

Revenue And Expenses

Revenue

Flat

$18,543,210

Flat from 2021

Expenses

Flat

$18,787,112

Flat from 2021

Net Income

Flat

-$243,902

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 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

2021

Assets$2,653,028
Liabilities$126,543
Net Assets$2,526,485
Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2021

Revenue$18,543,210
Expenses$18,787,112
Net Income-$243,902
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 26, 2024
Return Version
2021v4.2
Gross Receipts
$18,543,210
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
Rtn Earn Endowment Incm Other Fnds$2,739,063$2,526,485▼ $212,578
Cash and Non-Interest-Bearing Accounts$2,538,743$2,444,856▼ $93,887
Accounts Receivable$354,830$208,172▼ $146,658
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,893,573$2,653,028▼ $240,545
Liabilities
Accounts Payable and Accrued Expenses$154,510$126,543▼ $27,967
Total Liabilities$154,510$126,543▼ $27,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,739,063$2,526,485▼ $212,578
Total Liabilities and Net Assets / Fund Balance$2,893,573$2,653,028▼ $240,545
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristine SchroederPresident/trustee
John RaleighVice President/trustee
Jeff MartinSecretary/trustee
Temple WeissTreasurer/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,543,210
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-243,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,440,670
Revenue Not Reported on Financial Statements
$1,102,540
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,102,540
Total Revenue per Audited Statements
$17,440,670
Total Revenue per Form 990
$18,543,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,647,150
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---$15,139,962
Insurance---$3,411,569
Fees for Services Other---$232,827
Other Expenses---$2,754
Total Functional Expenses$0$0$0$18,787,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,787,112
Expenses per Audited Statements$17,684,572
Total Expenses per Audited Statements$17,684,572
Expenses Not Reported on Financial Statements$1,102,540
Other Expense Adjustments$1,102,540
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
President
Phone
5738937200
Signed
2024-02-26
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 Llp
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 1,102,540.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reinsurance revenue netted against expenses on the audit 1,102,540.”

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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ReturnHeader/Filer/USAddress/AddressLine1Txt0505 HOBBS ROAD
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
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/PreparationDt02024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARYN A NUNN
ReturnHeader/ReturnTs02024-02-27T20:20:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHROEDER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,653,028
Liabilities
$126,543
Net assets
$2,526,485
Revenue
$18,543,210
Expenses
$18,787,112
Net income
-$243,902
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
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.13$2.53$18.5$18.8$0.24
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