Smith Dairy Medical Plan Trust
EIN: 237358097 · Orrville, OH
Is Smith Dairy Medical Plan Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Smith Dairy Medical Plan Trust
Smith Dairy Medical Plan Trust (EIN: 237358097) is a nonprofit organization based in Orrville, OH. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Smith Dairy Medical Plan Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Smith Dairy Medical Plan Trust is a mid-size nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 0.8%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.2M |
| Total Expenses | $3.1M |
| Surplus / Deficit | +$75K |
| Total Assets | $1.8M |
| Net Assets | $1.8M |
| Operating Margin | 2.3% |
| Months of Reserves | 6.9 months |
Financial Health Grade: A
In 2015, Smith Dairy Medical Plan Trust reported a surplus of $75K with revenue exceeding expenses, holds 6.9 months of operating reserves (strong position).
Financial Trends
Over 5 years of filings (2011–2015), Smith Dairy Medical Plan Trust's revenue has grown at a compound annual growth rate (CAGR) of 0.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | -11.0% | -7.4% | +4.4% |
| 2014 | +22.6% | +20.8% | +14.6% |
| 2013 | +6.3% | +2.2% | +10.1% |
| 2012 | -11.1% | -6.7% | +1.9% |
AI Analysis Pending
AI enrichment for Smith Dairy Medical Plan Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Smith Dairy Medical Plan Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $75K, with revenue exceeding expenses.
Frequently Asked Questions about Smith Dairy Medical Plan Trust
Is Smith Dairy Medical Plan Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Smith Dairy Medical Plan Trust (EIN: 237358097) insufficient data. 0 red flags identified, 0 strengths noted.
How does Smith Dairy Medical Plan Trust spend its money?
Detailed spending breakdown data is not yet available for Smith Dairy Medical Plan Trust. Check back for updated IRS 990 analysis.
Are donations to Smith Dairy Medical Plan Trust tax-deductible?
Smith Dairy Medical Plan Trust is registered as a tax-exempt nonprofit (EIN: 237358097). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Filing History
IRS 990 filing history for Smith Dairy Medical Plan Trust showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Smith Dairy Medical Plan Trust's revenue has grown by 3.1%, moving from $3.1M to $3.2M. Total assets increased by 34.1% over the same period, from $1.3M to $1.8M. Total functional expenses rose by 6.6%, from $2.9M to $3.1M. In its most recent filing year (2015), Smith Dairy Medical Plan Trust reported a surplus of $75K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $3.2M | $3.1M | $1.8M | $0 | — | View 990 |
| 2014 | $3.6M | $3.4M | $1.7M | $0 | — | View 990 |
| 2013 | $2.9M | $2.8M | $1.5M | $0 | — | View 990 |
| 2012 | $2.7M | $2.7M | $1.4M | $0 | — | View 990 |
| 2011 | $3.1M | $2.9M | $1.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $3.2M, expenses of $3.1M, and assets of $1.8M (revenue -11.0% year-over-year).
- 2014: Revenue of $3.6M, expenses of $3.4M, and assets of $1.7M (revenue +22.6% year-over-year).
- 2013: Revenue of $2.9M, expenses of $2.8M, and assets of $1.5M (revenue +6.3% year-over-year).
- 2012: Revenue of $2.7M, expenses of $2.7M, and assets of $1.4M (revenue -11.1% year-over-year).
- 2011: Revenue of $3.1M, expenses of $2.9M, and assets of $1.3M.
Data Sources and Methodology
This transparency report for Smith Dairy Medical Plan Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.