2026-06-29T16:15:40-04:00 2025-12-31 431012822 CONNER ASH PC 12101 WOODCREST EXECUTIVE DR STE 30 ST LOUIS MO 63141 990 2025-01-01 431589616 SHELTERED WORKSHOP INSURANCE OF MISSOURI SHEL 8163532704 6701 BOOTH ST KANSAS CITY MO 64133 LAUREN HALL CHAIRMAN 3148002297 2026-06-23 true ROBERT M KLUTHO CPA P00229981 3142052510 2026-06-23 2025 2025-03-06 01:10:19Z X LAUREN HALL 6701 BOOTH ST KANSAS CITY MO 64133 1644497 false X N/A X 1991 MO MANAGE A WORKER'S COMPENSATION RISK POOL FOR TAX EXEMPT SHELTERED WORKSHOPS AND VOCATIONAL REHABILITATION ORGANIZATIONS. 7 7 0 0 0 1393436 1411117 187787 233380 0 1581223 1644497 0 1026172 552870 0 0 0 938414 909267 1964586 1462137 -383363 182360 6525178 6388967 1052965 734394 5472213 5654573 MANAGE A WORKER'S COMPENSATION RISK POOL FOR TAX EXEMPT SHELTERED WORKSHOPS AND VOCATIONAL REHABILITATION ORGANIZATIONS. false false 1066241 1411117 MANAGE A WORKER'S COMPENSATION RISK POOL FOR TAX EXEMPT SHELTERED WORKSHOPS AND VOCATIONAL REHABILITATION ORGANIZATIONS. 1066241 true false false false false false false false false false true true false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 93 0 true 0 false false false false false false false false false false false false X 7 7 false false false false true true false true true false false false true true true true true false false false X X LAUREN HALL 8163532704 6701 BOOTH ST KANSAS CITY MO 64133 X ROB LIBERA VICE CHAIRMA X X 0 0 0 JAMI WASHBURN SECRETARY X X 0 0 0 BRUCE YOUNG TREASURER X X 0 0 0 LAUREN HALL CHAIRMAN X X 0 0 0 ANGELA HUDGENS DIRECTOR X 0 0 0 TIM POEPSEL DIRECTOR X 0 0 0 KIMBALL MOTHERSHEAD DIRECTOR X 0 0 0 false false false PREMIUMS 1411117 1411117 1411117 233380 233380 1644497 1411117 233380 X 552870 552870 70220 70220 13394 13394 SURPLUS DISTRIBUTIONS 250000 250000 UNDERWRITING FEES 165181 165181 REINSURANCE PREMIUMS CEDE 145525 145525 SAFETY - LOSS CONTROL 79310 79310 185637 38536 147101 1462137 1066241 395896 0 2196316 1749246 152310 142375 6506 6506 4176552 4497346 6525178 6388967 970569 641932 82396 92462 1052965 734394 X 5472213 5654573 5472213 5654573 6525178 6388967 182360 X false true X true false X 1534807 1570765 1797735 1393436 1411117 7707860 1534807 1570765 1797735 1393436 1411117 7707860 7707860 78613 91062 159617 187787 233380 750459 78613 91062 159617 187787 233380 750459 1613420 1661827 1957352 1581223 1644497 8458319 0.91130 0.92770 0.09000 0.07000 X 6506 6506 US TREASURY NOTES & BONDS 4497346 C 4497346 ACCRUED CLAIMS ADMINISTRATION FEES 32781 ACCRUED ACCOUNTING FEES 28485 ACCRUED ACTUARIAL FEES 18210 ACCRUED EXCESS INSURANCE 7017 ACCRUED STATE TAXES 5146 ACCRUED EXPENSES 823 92462 1644497 1644497 1644497 1462137 1462137 1462137 FORM 990 FORM 990, PART IV, LINE 34 THE ORGANIZATIONS'S MEMBERS CONSIST OF SHELTERED WORKSHOPS LOCATED THROUGHOUT MISSOURI. ALL OF THE SHELTERED WORKSHOP MEMBERS ARE 501(C)(3) ORGANIZATIONS WHICH HAVE COME TOGETHER TO POOL THEIR RESOURCES TO CONTROL COSTS OF PROVIDING WORKER'S COMPENSATION COVERAGE. FORM 990, PAGE 6, PART VI, LINE 6 THE SHELTERED WORKSHOPS THROUGHOUT MISSOURI ARE THE MEMBERS OF SHELTERED WORKSHOP INSURANCE OF MISSOURI AND HAVE THE RIGHT TO VOTE FOR THE TRUSTEES OF THE ORGANIZATION. THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF SEVEN PEOPLE WHO ARE ELECTED TO THE BOARD FOR THREE YEAR TERMS. THE BOARD OF DIRECTORS IS ELECTED AT THE ANNUAL GENERAL MEMBERSHIP MEETING BY A MAJORITY OF THE ATTENDING MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. AFTER THE RETURN HAS BEEN COMPLETED THE FINAL COPY IS SUBMITTED TO THE PRESIDENT FOR REVIEW AND COPIES ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO THE FILING OF THE TAX RETURN WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF THE ORGANIZATION REQUIRES DISCLOSURE OF ANY CONFLICT OF INTEREST BY ANY BOARD MEMBER AS IT OCCURS AND MUST ABSTAIN FROM VOTING ON ANY SUCH MATTER. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE THE "CONFLICT OF INTERESTS STATEMENT." THE POLICY IS REVIEWED ANNUALLY AND EACH NEW BOARD MEMBER IS REQUIRED TO SIGN. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR VIEW BY REQUEST AT THE OFFICE OF SHELTERED WORKSHOP INSURANCE OF MISSOURI. FORM 990, PART IX, LINE 24E STATE TAXES AND ASSESSMEN 0 50,151 0 ACTURIAL FEES 0 43,301 0 CLAIMS ADMINISTRATION FEE 38,536 0 0 BANK FEES 0 12,920 0 SURETY AND DISHONESTY BON 0 12,375 0 STORAGE 0 11,231 0 MISCELLANEOUS 0 8,599 0 DIRECTORS AND OFFICERS IN 0 6,135 0 TRAVEL 0 3,304 0 RESERVE FOR UNPAID CLAIMS 0 -915 0 TOTAL 38,536 147,101 0