Civic Intelligence

Blish-Mize Company Employee Benefit Trust

EIN 48-1037198 • 501(c)9 • Atchison, KS

Profile

To provide affordable health care for its employees and their dependents.

PO Box 249Atchison, KS 66002

www.blishmize.com

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-20%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$489,552

Up $84,749 (+21%) from 2023

Liabilities

Down

$87,000

Down $21,000 (-19%) from 2023

Net Assets

Up

$402,552

Up $105,749 (+36%) from 2023

Revenue

Down

$1,342,305

Down $344,104 (-20%) from 2023

Expenses

Down

$1,257,556

Down $454,880 (-27%) from 2023

Net Income

Up

$84,749

Up $110,776 (+426%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $130,362Liabilities 2011: $0Net Assets 2011: $130,3622011Assets 2012: $318,773Liabilities 2012: $0Net Assets 2012: $318,7732012Assets 2013: $261,704Liabilities 2013: $0Net Assets 2013: $261,7042013Assets 2014: $435,957Liabilities 2014: $0Net Assets 2014: $435,9572014Assets 2015: $474,487Liabilities 2015: $0Net Assets 2015: $474,4872015Assets 2016: $427,798Liabilities 2016: $0Net Assets 2016: $427,7982016Assets 2017: $239,367Liabilities 2017: $0Net Assets 2017: $239,3672017Assets 2018: $236,121Liabilities 2018: $0Net Assets 2018: $236,1212018Assets 2019: $211,079Liabilities 2019: $0Net Assets 2019: $211,0792019Assets 2020: $302,188Liabilities 2020: $0Net Assets 2020: $302,1882020Assets 2021: $310,204Liabilities 2021: $0Net Assets 2021: $310,2042021Assets 2022: $430,830Liabilities 2022: $178,000Net Assets 2022: $252,8302022Assets 2023: $404,803Liabilities 2023: $108,000Net Assets 2023: $296,8032023Assets 2024: $489,552Liabilities 2024: $87,000Net Assets 2024: $402,5522024

Highlighted filing

2024

Assets$489,552
Liabilities$87,000
Net Assets$402,552

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $953,0852011Expenses 2012: $1,021,8892012Revenue 2013: $1,583,184Expenses 2013: $1,640,253Net Income 2013: -$57,0692013Revenue 2014: $1,277,025Expenses 2014: $1,102,772Net Income 2014: $174,2532014Revenue 2015: $881,067Expenses 2015: $842,537Net Income 2015: $38,5302015Revenue 2016: $994,810Expenses 2016: $1,041,499Net Income 2016: -$46,6892016Revenue 2017: $981,749Expenses 2017: $1,170,180Net Income 2017: -$188,4312017Revenue 2018: $1,066,066Expenses 2018: $1,069,312Net Income 2018: -$3,2462018Revenue 2019: $1,332,040Expenses 2019: $1,357,082Net Income 2019: -$25,0422019Revenue 2020: $1,617,204Expenses 2020: $1,526,095Net Income 2020: $91,1092020Revenue 2021: $1,301,804Expenses 2021: $1,293,788Net Income 2021: $8,0162021Revenue 2022: $1,696,073Expenses 2022: $1,620,136Net Income 2022: $75,9372022Revenue 2023: $1,686,409Expenses 2023: $1,712,436Net Income 2023: -$26,0272023Revenue 2024: $1,342,305Expenses 2024: $1,257,556Net Income 2024: $84,7492024

Highlighted filing

2024

Revenue$1,342,305
Expenses$1,257,556
Net Income$84,749

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.09$0.40$1.34$1.26$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.11$0.30$1.69$1.71$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.18$0.25$1.70$1.62$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.30$1.29$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.62$1.53$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.33$1.36$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.07$1.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.98$1.17$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.99$1.04$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.88$0.84$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.28$1.10$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$1.58$1.64$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 5, 2025
Return Version
2024v5.1
Gross Receipts
$1,342,305
Mission and Program Overview

Mission

To provide affordable health care for its employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$404,803$489,552▲ $84,749
Rtn Earn Endowment Incm Other Fnds$296,803$402,552▲ $105,749
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$404,803$489,552▲ $84,749
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$108,000$87,000▼ $21,000
Total Liabilities$108,000$87,000▼ $21,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$296,803$402,552▲ $105,749
Total Liabilities and Net Assets / Fund Balance$404,803$489,552▲ $84,749
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy KnochTrustee
Jonathan D MizeTrustee
Lydia E FunkTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,342,305
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$84,749

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,319
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---$1,040,237
Insurance---$178,899
Fees for Services Other---$38,420
Total Functional Expenses$0$0$0$1,257,556

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per 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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Contributing EmployerMedical Plan ContributionsNo$1,020,768

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$87,000
Claims Incurred But Not Reported-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

AMY KNOCH, LYDIA FUNK AND JONATHAN MIZE - Business relationship

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Blish-mize company has the power to designate a successor trustee following the removal, resignation, death, incapacity or unwillingness to serve of any trustee. Additionally, blish-mize company may remove any trustee at any time for any reason by notifying that trustee of their removal.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

The trust can be terminated for any reason through action by the blish-mize company board of directors.

Form 990, Part VI, Line 11B Review of form 990 by governing body

An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's trustees. Any questions or concerns the organization's trustees have are addressed and any corrections or clarifications are made. The final form 990 with all required schedules is provided to all voting members of the board prior to filing the 990.

Form 990, Part VI, Line 18 How forms are made available to the public

The organization's governing documents and financial statements are not available to the public.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents and financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
Blish-mize Company Employee Benefit Trust
EIN
48-1037198
Phone
9133671250
Address
PO BOX 249, ATCHISON, KS 66002

Signing Officer

Name
Lydia E Funk
Title
Evp, CFO
Phone
9133671250
Signed
2025-08-05
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ks
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Street Suite 1700, Kansas City, MO 64106-2246
Preparer
Matthew C Hall CPA
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in claims incurred but not reported - 21000;

Form 990, Part V, Line 1A 1099 Reporting

The 1099 is issued by blish-mize company, the sponsoring employer, on behalf of blish-mize company employee benefit trust.

Raw XML Appendix351 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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IRS990/AllOtherExpensesGrp/TotalAmt00
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IRS990/BenefitsToMembersGrp/TotalAmt01040237
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IRS990/BooksInCareOfDetail/PhoneNum09133671250
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IRS990/FeesForServicesOtherGrp/TotalAmt038420
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN D MIZE
IRS990/Form990PartVIISectionAGrp/PersonNm2LYDIA E FUNK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01342305
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt0178899
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0KS
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO PROVIDE AFFORDABLE HEALTH CARE FOR ITS EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0296803
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMY KNOCH, LYDIA FUNK AND JONATHAN MIZE - Business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BLISH-MIZE COMPANY HAS THE POWER TO DESIGNATE A SUCCESSOR TRUSTEE FOLLOWING THE REMOVAL, RESIGNATION, DEATH, INCAPACITY OR UNWILLINGNESS TO SERVE OF ANY TRUSTEE. ADDITIONALLY, BLISH-MIZE COMPANY MAY REMOVE ANY TRUSTEE AT ANY TIME FOR ANY REASON BY NOTIFYING THAT TRUSTEE OF THEIR REMOVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST CAN BE TERMINATED FOR ANY REASON THROUGH ACTION BY THE BLISH-MIZE COMPANY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S TRUSTEES. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S TRUSTEES HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN CLAIMS INCURRED BUT NOT REPORTED - 21000;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 1099 IS ISSUED BY BLISH-MIZE COMPANY, THE SPONSORING EMPLOYER, ON BEHALF OF BLISH-MIZE COMPANY EMPLOYEE BENEFIT TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18 How forms are made available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9 Other changes in net assets or fund balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART V, LINE 1A 1099 REPORTING
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lydia E Funk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP, CFO
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLISH-MIZE COMPANY EMPLOYEE BENEFIT TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 Walnut Street Suite 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum08162216300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW C HALL CPA
ReturnHeader/ReturnTs02025-08-05T08:42:40+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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