Civic Intelligence

Keystone Indemnity Company Ltd C/O Strategic Risk Solutions

990 • Fiscal year 2013 • EIN 03-0371612

Oct 01, 2012 to Sep 30, 2013 • Filed on May 08, 2014

Organization ProfileN/A
126 College Street Suite 400Burlington, VT 05401
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.53x

Higher debt load relative to assets than 72% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

4.41x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$13,483,372

Up $1,867,031 (+16%) from 2012

Net Assets

Up

$6,359,417

Up $1,010,482 (+19%) from 2012

Liabilities

Up

$7,123,955

Up $856,549 (+14%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin91st percentile

Revenue

$1,616,478

No earlier filing loaded for comparison.

Expenses

Up

$802,422

Up $741,999 (+1228%) from 2012

Net Income

$814,056

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0Assets 2010: $8,670,569Liabilities 2010: $5,366,667Net Assets 2010: $3,303,9022010Assets 2011: $9,248,241Liabilities 2011: $6,108,674Net Assets 2011: $3,139,5672011Assets 2012: $11,616,341Liabilities 2012: $6,267,406Net Assets 2012: $5,348,9352012Assets 2013: $13,483,372Liabilities 2013: $7,123,955Net Assets 2013: $6,359,4172013Assets 2014: $15,017,968Liabilities 2014: $5,927,272Net Assets 2014: $9,090,6962014Assets 2015: $14,965,945Liabilities 2015: $5,434,089Net Assets 2015: $9,531,8562015Assets 2016: $16,208,895Liabilities 2016: $6,031,907Net Assets 2016: $10,176,9882016Assets 2017: $17,827,352Liabilities 2017: $6,066,738Net Assets 2017: $11,760,6142017Assets 2018: $18,884,317Liabilities 2018: $5,510,999Net Assets 2018: $13,373,3182018Assets 2019: $19,435,396Liabilities 2019: $5,894,058Net Assets 2019: $13,541,3382019Assets 2020: $19,455,832Liabilities 2020: $4,784,510Net Assets 2020: $14,671,3222020Assets 2021: $21,636,018Liabilities 2021: $4,506,795Net Assets 2021: $17,129,2232021Assets 2022: $19,149,874Liabilities 2022: $3,516,488Net Assets 2022: $15,633,3862022Assets 2023: $16,488,638Liabilities 2023: $3,768,122Net Assets 2023: $12,720,5162023Assets 2024: $18,850,867Liabilities 2024: $3,334,494Net Assets 2024: $15,516,3732024

Highlighted filing

2013

Assets$13,483,372
Liabilities$7,123,955
Net Assets$6,359,417
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,245,2532010Expenses 2011: $1,077,3652011Expenses 2012: $60,4232012Revenue 2013: $1,616,478Expenses 2013: $802,422Net Income 2013: $814,0562013Revenue 2014: $1,953,715Expenses 2014: -$1,036,453Net Income 2014: $2,990,1682014Revenue 2015: $1,755,951Expenses 2015: $215,066Net Income 2015: $1,540,8852015Revenue 2016: $1,640,599Expenses 2016: $1,063,462Net Income 2016: $577,1372016Revenue 2017: $1,835,129Expenses 2017: $634,541Net Income 2017: $1,200,5882017Revenue 2018: $1,948,498Expenses 2018: -$119,247Net Income 2018: $2,067,7452018Revenue 2019: $756,084Expenses 2019: $197,958Net Income 2019: $558,1262019Revenue 2020: $1,023,502Expenses 2020: $241,581Net Income 2020: $781,9212020Revenue 2021: $1,623,992Expenses 2021: $238,124Net Income 2021: $1,385,8682021Revenue 2022: $1,253,333Expenses 2022: $218,962Net Income 2022: $1,034,3712022Revenue 2023: $1,352,918Expenses 2023: $274,010Net Income 2023: $1,078,9082023Revenue 2024: $1,189,603Expenses 2024: $291,644Net Income 2024: $897,9592024

Highlighted filing

2013

Revenue$1,616,478
Expenses$802,422
Net Income$814,056
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
May 8, 2014
Return Version
2012v2.1
Gross Receipts
$4,206,833
Mission and Program Overview

Mission

Provide professional medical liability insurance and general liability insurance for masonicare corporation and its affiliates.

Filing and Contact Details

Filer

EIN
03-0371612
Raw XML AppendixShowing 400 of 624 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE COMPANY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 "INCOME TAXES", WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, ON A TAX RETURN. FASB ASC 740 ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. FASB ASC 740 PERMITS THE RECOGNITION OF TAX POSITIONS THAT MEET A "MORE LIKELY THAN NOT" THRESHOLD, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE COMPANY DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2013 AND 2012. THE COMPANY ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMPANY'S FINANCIAL STATEMENTS. THE COMPANY'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAXES AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES. FOR THE YEARS ENDING SEPTEMBER 30, 2013 AND 2012, THE COMPANY DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. ALL U.S. FEDERAL TAX YEARS FROM 2010 AND FORWARD ARE ELIGIBLE FOR AUDIT BY THE IRS.
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IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0STEPHEN B MCPHERSON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1SCOTT THELEN
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs030646
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs136385
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs0321688
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs1472
IRS990ScheduleJ/Form990ScheduleJPartII/Title0PRESIDENT
IRS990ScheduleJ/Form990ScheduleJPartII/Title1SECRETARY/TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0888408
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1348824
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0PATRICIA HENDERSON IS AN EMPLOYEE AND OFFICER OF STRATEGIC RISK SOLUTIONS. STRATEGIC RISK SOLUTIONS PROVIDES SPECIALIZED INSURANCE MANAGEMENT, ACCOUNTING AND REGULATORY REVIEW SERVICES TO THE ORGANIZATION.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0PATRICIA L HENDERSON
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0PROVIDES SPECIALIZED INSURANCE MANAGEMENT SERVICES TO THE ORGANIZATION.
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES TO STRATEGIC RISK SOLUTIONS, A PROVIDER OF SPECIALIZED INSURANCE MANAGEMENT SERVICES TO THE CAPTIVE INSURANCE INDUSTRY. THE ORGANIZATION CONTRACTS WITH STRATEGIC RISK SOLUTIONS TO RECEIVE SPECIALIZED INSURANCE ACCOUNTING AND MANAGEMENT SERVICES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION HAS ONE CLASS MEMBER (MASONICARE, INC.) WITH THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE COMPANY'S BOARD OF DIRECTORS VOTE ON THE COMPOSITION OF THE BOARD WHICH INCLUDES MASONICARE MEMBERS AND NON-MASONICARE MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation3MASONICARE, INC. IS THE ONLY MEMBER OF THE ORGANIZATION WITH VOTING RIGHTS. ALL DECISIONS OF THE GOVERNING BODY OF THE ORGANIZATION ARE SUBJECT TO MASONICARE'S APPROVAL.
IRS990ScheduleO/GeneralExplanation/Explanation4MASONICARE MANAGEMENT REVIEWS THE FORM 990 TAX RETURN FOR COMPLETENESS AND ACCURACY. IT IS THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE TAX RETURN IS BROUGHT FOR DISCUSSION BEFORE THE BOARD. AFTER RESPONDING TO COMMENTS/QUESTIONS, CHANGES ARE MADE AS APPROPRIATE AND THE RETURN IS FINALIZED AND FILED.
IRS990ScheduleO/GeneralExplanation/Explanation5BY VERMONT LAW, CAPTIVE INSURANCE COMPANIES ARE REQUIRED TO COLLECT CONFLICT OF INTEREST DISCLOSURES FROM ALL OFFICERS AND DIRECTORS. THE ORGANIZATION ABIDES BY THE VERMONT LEGAL REQUIREMENT ON AN ANNUAL BASIS. IN ADDITION, MASONICARE, INC (THE PARENT) REQUIRES ALL VOTING BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST. THE ENTIRE PROCESS IS COORDINATED BY THE MASONICARE CORPORATE COMPLIANCE OFFICER. SUMMARIES OF THE CONFLICT OF INTEREST DISCLOSURES ARE SHARED AMONG ALL BOARD MEMBERS OF MASONICARE, INC., THE PARENT COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION MAKES FORM 990, ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7OTHER COMPREHENSIVE INCOME 196,426.
IRS990ScheduleO/GeneralExplanation/Explanation8THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990, PART XII LINE 2 C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 70
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 70
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12PO BOX 70

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,483,372
Liabilities
$7,123,955
Net assets
$6,359,417
Revenue
$1,616,478
Expenses
$802,422
Net income
$814,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.9$3.33$15.5$1.19$0.29$0.90
2023Detailed filing. Detailed filing data is available for this year.$16.5$3.77$12.7$1.35$0.27$1.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$3.52$15.6$1.25$0.22$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$4.51$17.1$1.62$0.24$1.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$4.78$14.7$1.02$0.24$0.78
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$5.89$13.5$0.76$0.20$0.56
2018Detailed filing. Detailed filing data is available for this year.$18.9$5.51$13.4$1.95$0.12$2.07
2017Detailed filing. Detailed filing data is available for this year.$17.8$6.07$11.8$1.84$0.63$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$6.03$10.2$1.64$1.06$0.58
2015Detailed filing. Detailed filing data is available for this year.$15.0$5.43$9.53$1.76$0.22$1.54
2014Detailed filing. Detailed filing data is available for this year.$15.0$5.93$9.09$1.95$1.04$2.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$7.12$6.36$1.62$0.80$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$6.27$5.35$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.25$6.11$3.14$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$5.37$3.30$1.25