Civic Intelligence

Central Security Medical Benefits Trust

EIN 75-2407420 • 501(c)9 • Dallas, TX

Profile

To provide medical benefits to retired employees

7920 Belt Line Rd Ste 600Dallas, TX 75254-8132
Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2021

Net Margin

68th percentile

5.2%

Higher net margin than 68% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$18,824

Down $43,014 (-70%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$18,824

Down $43,014 (-70%) from 2011

Operations
Liabilities / Revenue80th percentileNet Margin68th percentile

Revenue

Down

$42,210

Down $344,247 (-89%) from 2011

Expenses

Down

$40,013

Down $355,295 (-90%) from 2011

Net Income

Up

$2,197

Up $11,048 (+125%) from 2011

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2011: $61,838Liabilities 2011: $0Net Assets 2011: $61,8382011Assets 2021: $18,824Liabilities 2021: $0Net Assets 2021: $18,8242021

Highlighted filing

2021

Assets$18,824
Liabilities$0
Net Assets$18,824
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $386,457Expenses 2011: $395,308Net Income 2011: -$8,8512011Revenue 2021: $42,210Expenses 2021: $40,013Net Income 2021: $2,1972021

Highlighted filing

2021

Revenue$42,210
Expenses$40,013
Net Income$2,197
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$18,824
Liabilities
$0
Net assets
$18,824
Revenue
$42,210
Expenses
$40,013
Net income
$2,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.42$0.40$0.02
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$3.86$3.95$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 21, 2023
Return Version
2021v4.0
Gross Receipts
$42,210
Mission and Program Overview

Mission

To provide medical benefits to retired employees

Program Services

DescriptionGrantsExpenses
Provided payment of medical claims for one retired employee and dependent spouse$0$40,013
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James G LewisPresident-$0--
Filing and Contact Details

Filer

Filer Name
Central Security Medical Benefits Trust
EIN
75-2407420
Phone
9726992770
Address
7920 BELT LINE RD STE 600, DALLAS, TX 75254-8132

Signing Officer

Name
James Anderson
Title
Plan Administrator
Phone
9726992708
Signed
2023-09-21
Raw XML Appendix102 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt040013
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTRAL SECURITY LIFE INSURANCE COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum09726992770
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07920 BELT LINE RD STE 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0752548132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018824
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02197
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IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt018824
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042210
IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James G Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide medical benefits to retired employees
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt042210
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided payment of medical claims for one retired employee and dependent spouse
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040013
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt040013
IRS990EZ/TotalProgramServiceExpensesAmt040013
IRS990EZ/TotalRevenueAmt042210
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
ReasonableCauseExplanation/ExplanationTxt0A return was submitted on November 14, 2022, but was rejected. The tax exempt status did not match what the IRS had on file. A paper filing was mailed on November 18, 2022. Subsequently, the Form 990-EZ filing by mail was returned with a response from the IRS dated 1/05/2023. After a review of our records and seeking outside counsel, we filed a letter with the IRS explaining that we had filed previous returns, including the return for tax year 2021, with the wrong EIN. The Medical Trust was recognized as tax exempt under Code Section 501(c)(9) in a determination letter dated 4/27/1993, using the EIN of 75-2407420. Recent forms 990-EZ were filed under the EIN of 20-6301526 in error.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Plan Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum09726992708
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL SECURITY MEDICAL BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0752407420
ReturnHeader/Filer/PhoneNum09726992770
ReturnHeader/Filer/USAddress/AddressLine1Txt07920 BELT LINE RD STE 600
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752548132
ReturnHeader/ReturnTs02023-09-21T14:14:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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