Civic Intelligence

Mhc Employee Benefits Trust

990 • Fiscal year 2013 • EIN 72-0896564

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

2189 Memorial Drive71301-3610

(318) 448-0405

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.15x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

56th percentile

5.5%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

92nd percentile

46%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

31st percentile

-2.7%

Faster revenue growth than 31% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,696,914

Up $538,201 (+46%) from 2012

Net Assets

Up

$1,436,586

Up $447,563 (+45%) from 2012

Liabilities

Up

$260,328

Up $90,638 (+53%) from 2012

Revenue

Down

$8,075,463

Down $227,324 (-2.7%) from 2012

Expenses

Down

$7,627,900

Down $805,741 (-9.6%) from 2012

Net Income

Up

$447,563

Up $578,417 (+442%) from 2012

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 2010: $1,514,998Liabilities 2010: $136,248Net Assets 2010: $1,378,7502010Assets 2011: $1,271,876Liabilities 2011: $151,999Net Assets 2011: $1,119,8772011Assets 2012: $1,158,713Liabilities 2012: $169,690Net Assets 2012: $989,0232012Assets 2013: $1,696,914Liabilities 2013: $260,328Net Assets 2013: $1,436,5862013Assets 2014: $1,928,840Liabilities 2014: $348,078Net Assets 2014: $1,580,7622014Assets 2015: $1,955,629Liabilities 2015: $410,187Net Assets 2015: $1,545,4422015Assets 2016: $2,254,638Liabilities 2016: $415,853Net Assets 2016: $1,838,7852016

Highlighted filing

2013

Assets$1,696,914
Liabilities$260,328
Net Assets$1,436,586

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,890,3972010Expenses 2011: $7,857,0912011Revenue 2012: $8,302,787Expenses 2012: $8,433,641Net Income 2012: -$130,8542012Revenue 2013: $8,075,463Expenses 2013: $7,627,900Net Income 2013: $447,5632013Revenue 2014: $8,157,842Expenses 2014: $8,013,666Net Income 2014: $144,1762014Revenue 2015: $8,492,673Expenses 2015: $8,527,993Net Income 2015: -$35,3202015Revenue 2016: $9,196,335Expenses 2016: $8,902,992Net Income 2016: $293,3432016

Highlighted filing

2013

Revenue$8,075,463
Expenses$7,627,900
Net Income$447,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Gross Receipts
$8,075,463
Mission and Program Overview

Mission

To provide accident, disability, and medical benefits as specified in the Plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$383,211$1,057,992▲ $674,781
Accounts Receivable$775,502$638,922▼ $136,580
Total Assets$1,158,713$1,696,914▲ $538,201
Liabilities
Accounts Payable and Accrued Expenses$169,690$260,328▲ $90,638
Total Liabilities$169,690$260,328▲ $90,638
Net Assets / Fund Balance
Permanently Rstr Net Assets$989,023$1,436,586▲ $447,563
Total Net Assets Fund Balance$989,023$1,436,586▲ $447,563
Total Liabilities and Net Assets / Fund Balance$1,158,713$1,696,914▲ $538,201
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roy O Martin Lumber Co LLCPlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
BlueCrossBlueShield of SCClaims administration-$586,188
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,075,399
Investment Income
$64
Other Revenue
$0
Change in Net Assets
$447,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$884,084
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$6,743,816--$6,743,816
Fees for Services Accounting-$13,034-$13,034
Office Expenses-$4,267-$4,267
Other Expenses$2,060$586,188-$2,060
Fees for Services Legal-$570-$570
Total Functional Expenses$6,992,898$635,002$0$7,627,900
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
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The accountant prepares Form 990 and reviews with outside auditor. Final review by Plan Administrator.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request. There is no written conflict of interest policy.

Filing and Contact Details

Filer

EIN
72-0896564
Phone
3184480405

Signing Officer

Name
Curtis P Meaux
Title
Treasurer
Signed
2014-08-12
Discuss with paid preparer
No

Organization Details

Formed
1980
Legal Domicile
La
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix257 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The accountant prepares Form 990 and reviews with outside auditor. Final review by Plan Administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and financial statements are available upon request. There is no written conflict of interest policy.
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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