Civic Intelligence

Merritt Insurance Group Employee Benefit

990 • Fiscal year 2015 • EIN 84-1171558

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 21, 2016

Organization ProfileN/A
9339 Brighton RoadHenderson, CO 80640-8229

(303) 289-2286

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

1.3%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Flat

$125,000

Flat from 2014

Net Assets

Flat

$0

Flat from 2014

Liabilities

Flat

$125,000

Flat from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin46th percentile

Revenue

Up

$1,492,960

Up $18,509 (+1.3%) from 2014

Expenses

Up

$1,492,960

Up $18,509 (+1.3%) from 2014

Net Income

Flat

$0

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $100,000Liabilities 2010: $100,000Net Assets 2010: $02010Assets 2011: $100,000Liabilities 2011: $100,000Net Assets 2011: $02011Assets 2012: $305,718Liabilities 2012: $305,718Net Assets 2012: $02012Assets 2013: $125,000Liabilities 2013: $125,000Net Assets 2013: $02013Assets 2014: $125,000Liabilities 2014: $125,000Net Assets 2014: $02014Assets 2015: $125,000Liabilities 2015: $125,000Net Assets 2015: $02015Assets 2016: $159,964Liabilities 2016: $159,964Net Assets 2016: $02016Assets 2017: $125,000Liabilities 2017: $125,000Net Assets 2017: $02017Assets 2018: $232,869Liabilities 2018: $820,826Net Assets 2018: -$587,9572018Assets 2019: $106,219Liabilities 2019: $225,978Net Assets 2019: -$119,7592019Assets 2020: $93,616Liabilities 2020: $203,911Net Assets 2020: -$110,2952020

Highlighted filing

2015

Assets$125,000
Liabilities$125,000
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,076,2292010Expenses 2011: $980,6392011Expenses 2012: $1,261,1692012Revenue 2013: $1,227,021Expenses 2013: $1,202,021Net Income 2013: $25,0002013Revenue 2014: $1,474,451Expenses 2014: $1,474,451Net Income 2014: $02014Revenue 2015: $1,492,960Expenses 2015: $1,492,960Net Income 2015: $02015Revenue 2016: $1,647,870Expenses 2016: $1,647,870Net Income 2016: $02016Revenue 2017: $1,602,834Expenses 2017: $1,602,834Net Income 2017: $02017Revenue 2018: $2,053,400Expenses 2018: $2,641,357Net Income 2018: -$587,9572018Revenue 2019: $1,712,424Expenses 2019: $1,244,226Net Income 2019: $468,1982019Revenue 2020: $1,803,687Expenses 2020: $1,794,223Net Income 2020: $9,4642020

Highlighted filing

2015

Revenue$1,492,960
Expenses$1,492,960
Net Income$0
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$1,492,960
Mission and Program Overview

Mission

THIS ENTITY WAS ORGANIZED UNDER IRC SECT 501(c)(9) TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS EMPLOYEES

The entity is organized under sec. 501(c)(9) to provide health and welfare benefits to employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$40,156$108,182▲ $68,026
Cash and Non-Interest-Bearing Accounts$47,876$10,488▼ $37,388
Total Assets$125,000$125,000→ $0
Other Assets Total$36,968$6,330▼ $30,638
Liabilities
Accounts Payable and Accrued Expenses$125,000$125,000→ $0
Total Liabilities$125,000$125,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$125,000$125,000→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,330--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Everett T MerrittTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,492,960
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,492,960
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,492,960
Total Revenue per Form 990
$1,492,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,566
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$1,385,394--$1,385,394
Other Expenses$107,566--$107,566
Total Functional Expenses$1,492,960$0$0$1,492,960

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,492,960
Total Expenses per Audited Statements$1,492,960
Total Expenses per Form 990$1,492,960
Expenses Not Reported on Financial Statements$0
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
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 11

“The board of directors receives a complete copy of form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“Organizing documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Merritt Equipment Co Welfare Plan Trust
EIN
84-1171558
Phone
3032892286
Address
9339 BRIGHTON ROAD, HENDERSON, CO 80640-8229

Signing Officer

Name
Everett Merritt
Title
Director
Phone
3032892286
Signed
2016-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Everett Merritt
Formed
1996
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Eks&h Lllp
Address
7979 E TUFTS AVENUE SUITE 400, DENVER, CO 80237-2521
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

FORM 990, PART IX - BENEFITS PAID TO OR FOR MEMBERS:

“Health claims 980,488 insurance premiums paid for benefits 404,906 total 1,385,394”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01492960
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IRS990/OperateHospitalInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt06330
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVES A COMPLETE COPY OF FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HEALTH CLAIMS 980,488 INSURANCE PREMIUMS PAID FOR BENEFITS 404,906 TOTAL 1,385,394
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX - BENEFITS PAID TO OR FOR MEMBERS:
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EVERETT MERRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03032892286
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372521
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02016-10-24T08:54:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,000
Liabilities
$125,000
Net assets
$0
Revenue
$1,492,960
Expenses
$1,492,960
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.20$0.11$1.80$1.79$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.23$0.12$1.71$1.24$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.82$0.59$2.05$2.64$0.59
2017Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$1.60$1.60$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.00$1.65$1.65$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$1.49$1.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$1.47$1.47$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.00$1.23$1.20$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.00$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.00$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.00$1.08