Civic Intelligence

Physician Led Access Network of Collier County Inc.

990 • Fiscal year 2016 • EIN 20-0477556

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 28, 2017

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

70th percentile

0.04x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.5%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$317,866

Down $4,730 (-1.5%) from 2015

Net Assets

Down

$306,682

Down $12,767 (-4.0%) from 2015

Liabilities

Up

$11,184

Up $8,037 (+255%) from 2015

Revenue

Down

$129,852

Down $58,421 (-31%) from 2015

Expenses

Down

$142,619

Down $72,851 (-34%) from 2015

Net Income

Up

-$12,767

Up $14,430 (+53%) from 2015

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

2016

Assets$317,866
Liabilities$11,184
Net Assets$306,682

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

2016

Revenue$129,852
Expenses$142,619
Net Income-$12,767
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$129,852
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$298,094$294,224▼ $3,870
Accounts Receivable$21,667$21,667→ $0
Land, Buildings, and Equipment, Net$1,769$1,186▼ $583
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$322,596$317,866▼ $4,730
Other Assets Total$1,066$789▼ $277
Liabilities
Deferred Revenue-$8,000-
Accounts Payable and Accrued Expenses$3,147$3,184▲ $37
Total Liabilities$3,147$11,184▲ $8,037
Net Assets / Fund Balance
Unrestricted Net Assets$319,449$306,682▼ $12,767
Total Net Assets Fund Balance$319,449$306,682▼ $12,767
Total Liabilities and Net Assets / Fund Balance$322,596$317,866▼ $4,730

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$482$4,923$5,405
Other Land Buildings$704$3,595$4,299
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$116,000
Program Service Revenue
$13,799
Investment Income
$53
Other Revenue
$0
All Other Contributions
$11,000
Change in Net Assets
$-12,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$85,190
Other Expenses$57,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$55,783$22,785-$78,568
Occupancy$9,599$1,694-$11,293
Insurance$6,396$1,127-$7,523
Payroll Taxes$6,622--$6,622
Fees for Services Accounting$5,100$900-$6,000
All Other Expenses$4,224$1,583-$5,807
Other Expenses$2,494$440-$2,934
Office Expenses$2,090$369-$2,459
Fees for Services Other$1,981$350-$2,331
Depreciation Depletion$496$88-$584
Travel-$264-$264
Total Functional Expenses$111,655$30,964$0$142,619
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
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, if any, 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
2017-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Kuzbyt PsyD JD
Formed
2003
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
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, 2016, 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/OtherExpensesGrp/Desc0Lab & Pharmacy Exp
IRS990/OtherExpensesGrp/Desc1Maintenance & repairs
IRS990/OtherExpensesGrp/Desc2Contract labor
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0767
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2440
IRS990/OtherExpensesGrp/ProgramServicesAmt09139
IRS990/OtherExpensesGrp/ProgramServicesAmt14346
IRS990/OtherExpensesGrp/ProgramServicesAmt23385
IRS990/OtherExpensesGrp/ProgramServicesAmt32494
IRS990/OtherExpensesGrp/TotalAmt09139
IRS990/OtherExpensesGrp/TotalAmt15113
IRS990/OtherExpensesGrp/TotalAmt23982
IRS990/OtherExpensesGrp/TotalAmt32934
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt06622
IRS990/PayrollTaxesGrp/TotalAmt06622
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0William Kuzbyt PsyD JD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Collier County Pharm Card
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013799
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0115800
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0125
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076450
IRS990/PYOtherRevenueAmt059413
IRS990/PYProgramServiceRevenueAmt012935
IRS990/PYRevenuesLessExpensesAmt0-27197
IRS990/PYSalariesCompEmpBnftPaidAmt0139020
IRS990/PYTotalExpensesAmt0215470
IRS990/PYTotalRevenueAmt0188273
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12767
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0129852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0198153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0304135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0267245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0317257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01216642
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0222
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0595
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0399
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0976
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt01216642
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0129852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0198153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0304135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0317257
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01216642
IRS990ScheduleA/TotalSupportAmt01218213
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0482
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05405
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0704
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03595
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04299
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01186
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of the Form 990 and financial statements are provided to the Board of Directors for review prior to being finalized and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Manager, if any, pay is approved by the Board of Directors on a yearly basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization's governing documents, policies and financial statements are available upon request and on Guidestar.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0322596
IRS990/TotalAssetsEOYAmt0317866
IRS990/TotalAssetsGrp/BOYAmt0322596
IRS990/TotalAssetsGrp/EOYAmt0317866
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116000
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111655
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03147
IRS990/TotalLiabilitiesEOYAmt011184
IRS990/TotalLiabilitiesGrp/BOYAmt03147
IRS990/TotalLiabilitiesGrp/EOYAmt011184
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0319449
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0306682

Document Assets

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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