Civic Intelligence

Physician Led Access Network of Collier County Inc.

990 • Fiscal year 2014 • EIN 20-0477556

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

501 Goodlette Road NNaples, FL 34102

(239) 776-3016

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$354,797

Up $76,206 (+27%) from 2013

Net Assets

Up

$346,646

Up $74,448 (+27%) from 2013

Liabilities

Up

$8,151

Up $1,758 (+27%) from 2013

Revenue

Up

$286,513

Up $35,001 (+14%) from 2013

Expenses

Up

$212,065

Up $15,332 (+7.8%) from 2013

Net Income

Up

$74,448

Up $19,669 (+36%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $150,811Liabilities 2010: $0Net Assets 2010: $150,8112010Assets 2011: $228,955Liabilities 2011: $0Net Assets 2011: $228,9552011Assets 2012: $223,526Liabilities 2012: $6,107Net Assets 2012: $217,4192012Assets 2013: $278,591Liabilities 2013: $6,393Net Assets 2013: $272,1982013Assets 2014: $354,797Liabilities 2014: $8,151Net Assets 2014: $346,6462014Assets 2015: $322,596Liabilities 2015: $3,147Net Assets 2015: $319,4492015Assets 2016: $317,866Liabilities 2016: $11,184Net Assets 2016: $306,6822016Assets 2017: $297,845Liabilities 2017: $1,619Net Assets 2017: $296,2262017Assets 2018: $263,381Liabilities 2018: $8,117Net Assets 2018: $255,2642018Assets 2019: $287,670Liabilities 2019: $3,878Net Assets 2019: $283,7922019Assets 2020: $252,245Liabilities 2020: $0Net Assets 2020: $252,2452020Assets 2021: $222,860Liabilities 2021: $0Net Assets 2021: $222,8602021Assets 2022: $148,478Liabilities 2022: $0Net Assets 2022: $148,4782022Assets 2023: $82,081Liabilities 2023: $0Net Assets 2023: $82,0812023Assets 2024: $76,328Liabilities 2024: $0Net Assets 2024: $76,3282024

Highlighted filing

2014

Assets$354,797
Liabilities$8,151
Net Assets$346,646

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $243,9362010Revenue 2011: $406,585Expenses 2011: $328,441Net Income 2011: $78,1442011Revenue 2012: $298,045Expenses 2012: $375,232Net Income 2012: -$77,1872012Revenue 2013: $251,512Expenses 2013: $196,733Net Income 2013: $54,7792013Revenue 2014: $286,513Expenses 2014: $212,065Net Income 2014: $74,4482014Revenue 2015: $188,273Expenses 2015: $215,470Net Income 2015: -$27,1972015Revenue 2016: $129,852Expenses 2016: $142,619Net Income 2016: -$12,7672016Revenue 2017: $133,710Expenses 2017: $144,167Net Income 2017: -$10,4572017Revenue 2018: $135,098Expenses 2018: $176,060Net Income 2018: -$40,9622018Revenue 2019: $230,965Expenses 2019: $202,437Net Income 2019: $28,5282019Revenue 2020: $181,065Expenses 2020: $212,612Net Income 2020: -$31,5472020Revenue 2021: $184,361Expenses 2021: $213,746Net Income 2021: -$29,3852021Revenue 2022: $150,809Expenses 2022: $225,191Net Income 2022: -$74,3822022Revenue 2023: $148,274Expenses 2023: $214,671Net Income 2023: -$66,3972023Revenue 2024: $145,277Expenses 2024: $151,030Net Income 2024: -$5,7532024

Highlighted filing

2014

Revenue$286,513
Expenses$212,065
Net Income$74,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$304,699
Mission and Program Overview

Mission

To make a significant difference in the health of our community by providing a safety net and increasing access to quality healthcare for all low-income, uninsured adult residents of Collier County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,114$329,632▲ $156,518
Accounts Receivable$98,417$21,667▼ $76,750
Land, Buildings, and Equipment, Net$1,706$2,471▲ $765
Intangible Assets$121$0▼ $121
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$278,591$354,797▲ $76,206
Other Assets Total$5,233$1,027▼ $4,206
Liabilities
Accounts Payable and Accrued Expenses$6,393$8,151▲ $1,758
Total Liabilities$6,393$8,151▲ $1,758
Net Assets / Fund Balance
Unrestricted Net Assets$272,198$346,646▲ $74,448
Total Net Assets Fund Balance$272,198$346,646▲ $74,448
Total Liabilities and Net Assets / Fund Balance$278,591$354,797▲ $76,206

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,224$4,181$5,405
Other Land Buildings$1,247$3,051$4,298
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$217,635
Program Service Revenue
$18,273
Investment Income
$564
Other Revenue
$50,041
All Other Contributions
$112,635
Change in Net Assets
$74,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,815
Other Expenses$80,250
Total Fundraising Expense$6,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$105,354$11,434$5,717$122,505
Occupancy$9,210$1,625-$10,835
Payroll Taxes$7,998$875$437$9,310
All Other Expenses$6,718$2,501-$9,219
Fees for Services Accounting$7,000$1,235-$8,235
Insurance$6,051$1,067-$7,118
Other Expenses$4,942$872-$5,814
Office Expenses$3,883$685-$4,568
Fees for Services Other$1,942$343-$2,285
Depreciation Depletion$608$107-$715
Travel-$539-$539
Advertising$434$76-$510
Total Functional Expenses$181,547$24,364$6,154$212,065
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,227
Fundraising Direct Expenses$18,186
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monte Carlo Night$68,227$68,227$460$67,767
Total Events$68,227$68,227$18,186$50,041
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the Form 990 and financial statements are provided to the Board of Directors for review prior to being finalized and filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At the annual meeting, the entire Board of Directors is asked the question about any conflicts of interest. They must sign a form stating that they do not have any. The staff is also asked at this time and asked to sign as well.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Manager pay is approved by the Board of Directors on a yearly basis.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization's governing documents, policies and financial statements are available upon request and on Guidestar.

Filing and Contact Details

Filer

Filer Name
Physician Led Access Network of
EIN
20-0477556
Phone
2397763016
Address
501 Goodlette Road N, Naples, FL 34102

Signing Officer

Name
Kelly Daly
Title
Treasurer
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
4

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103-4438
Preparer
Sean M Nolan CPA
Phone
2392621040
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IRS990/Desc0To find specialty medical care providers and coordinate their services to qualified uninsured low-income patients and to provide sovereign immunity for the providers through the state of Florida's 766 Statute. During the year ended December 31, 2014, donated services totaled $3.9 million and were provided by approximately 115 physicians and facilities to 809 qualified, low-income adult Collier County residents.
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IRS990/Form990PartVIISectionAGrp/PersonNm4William Kuzbyt PsyD JD
IRS990/Form990PartVIISectionAGrp/PersonNm5Rebecca Rock MD
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IRS990/Form990PartVIISectionAGrp/PersonNm11Dr Scott Needle
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$1.45$1.51$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.48$2.15$0.66
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.51$2.25$0.74
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.84$2.14$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$1.81$2.13$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.04$2.84$2.31$2.02$0.29
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.08$2.55$1.35$1.76$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.02$2.96$1.34$1.44$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.11$3.07$1.30$1.43$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.03$3.19$1.88$2.15$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.08$3.47$2.87$2.12$0.74
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.06$2.72$2.52$1.97$0.55
2012Summary only. Only limited summary data is available for this year.$2.24$0.06$2.17$2.98$3.75$0.77
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$4.07$3.28$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$2.44
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits