Civic Intelligence

Awane Insurance Trust

990 • Fiscal year 2016 • EIN 02-6108886

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

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

68th percentile

0.18x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.12x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

33rd percentile

-0.7%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$14,274,426

Up $1,323,903 (+10%) from 2015

Net Assets

Up

$11,742,023

Up $285,421 (+2.5%) from 2015

Liabilities

Up

$2,532,403

Up $1,038,482 (+70%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin33rd percentile

Revenue

Up

$21,222,682

Up $818,474 (+4.0%) from 2015

Expenses

Up

$21,380,764

Up $930,816 (+4.6%) from 2015

Net Income

Down

-$158,082

Down $112,342 (-246%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2016

Assets$14,274,426
Liabilities$2,532,403
Net Assets$11,742,023
Open 2016 Filing

Operations Trend

Revenue Growth51st 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

2016

Revenue$21,222,682
Expenses$21,380,764
Net Income-$158,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$34,354,825
Mission and Program Overview

Mission

Through membership, awane offers various employee benefit programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,456,602$11,742,023▲ $285,421
Investments in Publicly Traded Securities$9,513,683$9,317,465▼ $196,218
Cash and Non-Interest-Bearing Accounts$763,431$1,847,327▲ $1,083,896
Accounts Receivable$1,521,597$1,628,901▲ $107,304
Savings and Temporary Cash Investments$100,000$100,000→ $0
Land, Buildings, and Equipment, Net$25,069$27,580▲ $2,511
Total Assets$12,950,523$14,274,426▲ $1,323,903
Other Assets Total$1,026,743$1,353,153▲ $326,410
Liabilities
Accounts Payable and Accrued Expenses$285,999$1,499,093▲ $1,213,094
Other Liabilities$1,140,174$982,816▼ $157,358
Deferred Revenue$67,748$50,494▼ $17,254
Total Liabilities$1,493,921$2,532,403▲ $1,038,482
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,456,602$11,742,023▲ $285,421
Total Liabilities and Net Assets / Fund Balance$12,950,523$14,274,426▲ $1,323,903

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,580$1,795,012$1,822,592
Other Assets Org$1,353,153--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,433,294
Investment Income
$-210,612
Other Revenue
$0
Change in Net Assets
$-158,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,309,660
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$11,071,104--$11,071,104
Insurance$7,322,121--$7,322,121
Other Expenses$439,597$145,616-$145,616
Conferences and Meetings$94,555$10,506-$105,061
All Other Expenses$15,164$73,942-$89,106
Fees for Services Legal$87,327--$87,327
Fees for Services Accounting-$31,597-$31,597
Depreciation Depletion$708$2,849-$3,557
Total Functional Expenses$20,645,655$735,109$0$21,380,764
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
Premium Advances in Escrow$982,816
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 Healy
Title
Executive Director
Phone
6039244491
Signed
2017-05-05

Organization Details

Principal Officer
Philip Healy
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net unrealized loss on investments 443,503”

Raw XML Appendix378 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/OtherAssetsTotalGrp/EOYAmt01353153
IRS990/OtherChangesInNetAssetsAmt0443503
IRS990/OtherExpensesGrp/Desc0MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3OTHER ADMINISTRATIVE EXPE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0470599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1145616
IRS990/OtherExpensesGrp/ProgramServicesAmt01615079
IRS990/OtherExpensesGrp/ProgramServicesAmt1439597
IRS990/OtherExpensesGrp/TotalAmt01615079
IRS990/OtherExpensesGrp/TotalAmt1470599
IRS990/OtherExpensesGrp/TotalAmt2439597
IRS990/OtherExpensesGrp/TotalAmt3145616
IRS990/OtherLiabilitiesGrp/BOYAmt01140174
IRS990/OtherLiabilitiesGrp/EOYAmt0982816
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PHILIP HEALY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021433294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021433294
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09099050
IRS990/PYInvestmentIncomeAmt0278384
IRS990/PYOtherExpensesAmt011350898
IRS990/PYProgramServiceRevenueAmt020125824
IRS990/PYRevenuesLessExpensesAmt0-45740
IRS990/PYTotalExpensesAmt020449948
IRS990/PYTotalRevenueAmt020404208
IRS990/ReconcilationRevenueExpnssAmt0-158082
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt021433294
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011456602
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011742023
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt027580
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01795012
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01822592
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01353153
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0STOP LOSS RECOVERIES & DRUG REBATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0982816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUM ADVANCES IN ESCROW
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027580
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01353153
IRS990ScheduleD/TotalLiabilityAmt0982816
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 443,503
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/TotalAssetsBOYAmt012950523
IRS990/TotalAssetsEOYAmt014274426
IRS990/TotalAssetsGrp/BOYAmt012950523
IRS990/TotalAssetsGrp/EOYAmt014274426
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0735109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020645655
IRS990/TotalFunctionalExpensesGrp/TotalAmt021380764
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01493921
IRS990/TotalLiabilitiesEOYAmt02532403
IRS990/TotalLiabilitiesGrp/BOYAmt01493921
IRS990/TotalLiabilitiesGrp/EOYAmt02532403
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011456602
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011742023
IRS990/TotalProgramServiceExpensesAmt020645655
IRS990/TotalProgramServiceRevenueAmt021433294
IRS990/TotalRevenueGrp/ExclusionAmt0185297
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021037385
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021222682
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012950523
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014274426
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.AWANE.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP HEALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06039244491
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId059AE7AB0597325888B66F7276A90B86EC3A1F68B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023287951B29CCDBEE97FB51AB74A77DED3A4B05B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061289571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY SABOL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 GLASTONBURY BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334439
ReturnHeader/PreparerPersonGrp/PhoneNum08605412000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH A KRON CPA
ReturnHeader/ReturnTs02017-05-10T09:57:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,274,426
Liabilities
$2,532,403
Net assets
$11,742,023
Revenue
$21,222,682
Expenses
$21,380,764
Net income
-$158,082
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