Civic Intelligence

Awane Insurance Trust

990 • Fiscal year 2014 • EIN 02-6108886

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 28, 2015

Organization ProfileWWW.AWANE.COM
2-4 Main Street PO Box 838Peterborough, NH 03485-0838

(603) 924-4491

Siviq Scores

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

Liabilities / Assets

70th percentile

0.19x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.12x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

17th percentile

-6.7%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

30th percentile

-0.1%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

2.8%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$14,368,144

Down $17,386 (-0.1%) from 2013

Net Assets

Down

$11,647,450

Down $1,318,325 (-10%) from 2013

Liabilities

Up

$2,720,694

Up $1,300,939 (+92%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Up

$21,820,728

Up $590,591 (+2.8%) from 2013

Expenses

Up

$23,285,867

Up $1,891,631 (+8.8%) from 2013

Net Income

Down

-$1,465,139

Down $1,301,040 (-793%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $13,871,548Liabilities 2011: $1,873,952Net Assets 2011: $11,997,5962011Assets 2012: $14,630,003Liabilities 2012: $1,568,963Net Assets 2012: $13,061,0402012Assets 2013: $14,385,530Liabilities 2013: $1,419,755Net Assets 2013: $12,965,7752013Assets 2014: $14,368,144Liabilities 2014: $2,720,694Net Assets 2014: $11,647,4502014Assets 2015: $12,950,523Liabilities 2015: $1,493,921Net Assets 2015: $11,456,6022015Assets 2016: $14,274,426Liabilities 2016: $2,532,403Net Assets 2016: $11,742,0232016Assets 2017: $15,794,861Liabilities 2017: $2,342,392Net Assets 2017: $13,452,4692017Assets 2018: $16,895,172Liabilities 2018: $1,210,472Net Assets 2018: $15,684,7002018Assets 2019: $19,206,798Liabilities 2019: $1,392,771Net Assets 2019: $17,814,0272019Assets 2020: $17,851,753Liabilities 2020: $1,400,757Net Assets 2020: $16,450,9962020Assets 2021: $16,348,379Liabilities 2021: $1,803,333Net Assets 2021: $14,545,0462021Assets 2022: $14,110,509Liabilities 2022: $1,724,333Net Assets 2022: $12,386,1762022Assets 2023: $15,575,874Liabilities 2023: $2,424,487Net Assets 2023: $13,151,3872023Assets 2024: $13,749,283Liabilities 2024: $1,353,979Net Assets 2024: $12,395,3042024

Highlighted filing

2014

Assets$14,368,144
Liabilities$2,720,694
Net Assets$11,647,450
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $25,240,3812011Expenses 2012: $22,843,3292012Revenue 2013: $21,230,137Expenses 2013: $21,394,236Net Income 2013: -$164,0992013Revenue 2014: $21,820,728Expenses 2014: $23,285,867Net Income 2014: -$1,465,1392014Revenue 2015: $20,404,208Expenses 2015: $20,449,948Net Income 2015: -$45,7402015Revenue 2016: $21,222,682Expenses 2016: $21,380,764Net Income 2016: -$158,0822016Revenue 2017: $18,874,547Expenses 2017: $17,271,288Net Income 2017: $1,603,2592017Revenue 2018: $19,093,353Expenses 2018: $17,330,953Net Income 2018: $1,762,4002018Revenue 2019: $17,382,469Expenses 2019: $16,013,735Net Income 2019: $1,368,7342019Revenue 2020: $18,793,054Expenses 2020: $19,910,877Net Income 2020: -$1,117,8232020Revenue 2021: $19,422,061Expenses 2021: $21,188,855Net Income 2021: -$1,766,7942021Revenue 2022: $19,413,328Expenses 2022: $20,905,834Net Income 2022: -$1,492,5062022Revenue 2023: $23,516,363Expenses 2023: $23,124,787Net Income 2023: $391,5762023Revenue 2024: $20,933,833Expenses 2024: $22,805,832Net Income 2024: -$1,871,9992024

Highlighted filing

2014

Revenue$21,820,728
Expenses$23,285,867
Net Income-$1,465,139
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 28, 2015
Return Version
2014v5.0
Gross Receipts
$30,892,666
Mission and Program Overview

Mission

Through membership, awane offers various employee benefit programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,965,775$11,647,450▼ $1,318,325
Investments in Publicly Traded Securities$10,148,898$10,082,501▼ $66,397
Cash and Non-Interest-Bearing Accounts$1,839,725$1,754,674▼ $85,051
Accounts Receivable$1,528,690$1,568,160▲ $39,470
Savings and Temporary Cash Investments$100,000$100,000→ $0
Land, Buildings, and Equipment, Net$311,857$63,649▼ $248,208
Total Assets$14,385,530$14,368,144▼ $17,386
Other Assets Total$456,360$799,160▲ $342,800
Liabilities
Other Liabilities$1,176,502$2,498,684▲ $1,322,182
Accounts Payable and Accrued Expenses$170,410$155,130▼ $15,280
Deferred Revenue$72,843$66,880▼ $5,963
Total Liabilities$1,419,755$2,720,694▲ $1,300,939
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,965,775$11,647,450▼ $1,318,325
Total Liabilities and Net Assets / Fund Balance$14,385,530$14,368,144▼ $17,386

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$63,649$1,750,984$1,814,633
Other Assets Org$799,160--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Robert YorkChairman
Charles SlotnickBoard
David SegalBoard
Don KliskaBoard
George MengoldBoard
John AmblerBoard
Joseph WalierBoard
Leonard HebertBoard
Peter IgnatovichBoard
Richard DelaneyBoard
Robert KelleyBoard
WILLIAMS O'NEILLBoard
Chad WalierBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,650,249
Investment Income
$170,479
Other Revenue
$0
Change in Net Assets
$-1,465,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,638,652
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$10,647,215--$10,647,215
Insurance$8,758,549--$8,758,549
Depreciation Depletion-$242,223-$242,223
All Other Expenses$25,312$172,833-$198,145
Other Expenses$491,898$170,040-$170,040
Conferences and Meetings$143,741$15,971-$159,712
Fees for Services Legal$148,843--$148,843
Fees for Services Accounting-$32,174-$32,174
Total Functional Expenses$21,982,567$1,303,300$0$23,285,867
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Admin Fees$1,292,768
Premium Advances in Escrow$1,205,916
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Rt consulting is the management company for the organization.”

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 11B

“Draft of form 990 is reviewed with accountant prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Code of conduct and conflict of interest policy reviewed and signed annually.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Awane Insurance Trust
EIN
02-6108886
Phone
6039244491
Address
2-4 MAIN STREET PO BOX 838, PETERBOROUGH, NH 03485-0838

Signing Officer

Name
Philip B Healy
Title
Executive Director
Phone
6039244491
Signed
2015-03-28

Organization Details

Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Mahoney Sabol & Company Llp
Address
95 GLASTONBURY BOULEVARD STE 201, GLASTONBURY, CT 06033-4453
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net unrealized loss on investments -146,814”

Raw XML Appendix358 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/PYRevenuesLessExpensesAmt0-164099
IRS990/PYTotalExpensesAmt021394236
IRS990/PYTotalRevenueAmt021230137
IRS990/ReconcilationRevenueExpnssAmt0-1465139
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt021650249
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012965775
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011647450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt063649
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01750984
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01814633
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0799160
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0STOP LOSS RECOVERIES & DRUG REBATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01292768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11205916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED ADMIN FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUM ADVANCES IN ESCROW
IRS990ScheduleD/TotalBookValueLandBuildingsAmt063649
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0799160
IRS990ScheduleD/TotalLiabilityAmt02498684
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RT CONSULTING IS THE MANAGEMENT COMPANY FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DRAFT OF FORM 990 IS REVIEWED WITH ACCOUNTANT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY REVIEWED AND SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET UNREALIZED LOSS ON INVESTMENTS -146,814
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014385530
IRS990/TotalAssetsEOYAmt014368144
IRS990/TotalAssetsGrp/BOYAmt014385530
IRS990/TotalAssetsGrp/EOYAmt014368144
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01303300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021982567
IRS990/TotalFunctionalExpensesGrp/TotalAmt023285867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01419755
IRS990/TotalLiabilitiesEOYAmt02720694
IRS990/TotalLiabilitiesGrp/BOYAmt01419755
IRS990/TotalLiabilitiesGrp/EOYAmt02720694
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012965775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011647450
IRS990/TotalProgramServiceExpensesAmt021982567
IRS990/TotalProgramServiceRevenueAmt021650249
IRS990/TotalRevenueGrp/ExclusionAmt0161866
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021658862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021820728
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014385530
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014368144
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.AWANE.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP B HEALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06039244491
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AWANE INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AWAN
ReturnHeader/Filer/EIN0026108886
ReturnHeader/Filer/PhoneNum06039244491
ReturnHeader/Filer/USAddress/AddressLine1Txt02-4 MAIN STREET PO BOX 838
ReturnHeader/Filer/USAddress/CityNm0PETERBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0034850838
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061289571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY SABOL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt095 GLASTONBURY BOULEVARD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334453
ReturnHeader/PreparerPersonGrp/PhoneNum08605412000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A KRON CPA
ReturnHeader/ReturnTs02015-05-11T10:10:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,368,144
Liabilities
$2,720,694
Net assets
$11,647,450
Revenue
$21,820,728
Expenses
$23,285,867
Net income
-$1,465,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$1.35$12.4$20.9$22.8$1.87
2023Detailed filing. Detailed filing data is available for this year.$15.6$2.42$13.2$23.5$23.1$0.39
2022Detailed filing. Detailed filing data is available for this year.$14.1$1.72$12.4$19.4$20.9$1.49
2021Detailed filing. Detailed filing data is available for this year.$16.3$1.80$14.5$19.4$21.2$1.77
2020Detailed filing. Detailed filing data is available for this year.$17.9$1.40$16.5$18.8$19.9$1.12
2019Detailed filing. Detailed filing data is available for this year.$19.2$1.39$17.8$17.4$16.0$1.37
2018Detailed filing. Detailed filing data is available for this year.$16.9$1.21$15.7$19.1$17.3$1.76
2017Detailed filing. Detailed filing data is available for this year.$15.8$2.34$13.5$18.9$17.3$1.60
2016Detailed filing. Detailed filing data is available for this year.$14.3$2.53$11.7$21.2$21.4$0.16
2015Detailed filing. Detailed filing data is available for this year.$13.0$1.49$11.5$20.4$20.4$0.05
2014Detailed filing. Detailed filing data is available for this year.$14.4$2.72$11.6$21.8$23.3$1.47
2013Detailed filing. Detailed filing data is available for this year.$14.4$1.42$13.0$21.2$21.4$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$1.57$13.1$22.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$1.87$12.0$25.2