Civic Intelligence

National Alliance of Medicare Set- Aside Professionals

EIN 20-2112607 • 501(c)6 • Baton Rouge, LA

Profile

The mission of namsap is to foster the highest standards of integrity and competence among medicare set-aside professionals and those they serve

620 Florida St 210Baton Rouge, LA 70801

www.namsap.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-4.4%

Higher net margin than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

55th percentile

1.3%

Faster asset growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$417,997

Down $15,051 (-3.5%) from 2023

Liabilities

Down

$9,671

Down $4,515 (-32%) from 2023

Net Assets

Down

$408,326

Down $10,536 (-2.5%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin39th percentile

Revenue

Up

$237,636

Up $8,282 (+3.6%) from 2023

Expenses

Up

$248,172

Up $40,632 (+20%) from 2023

Net Income

Down

-$10,536

Down $32,350 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $149,462Liabilities 2010: $68,579Net Assets 2010: $80,8832010Assets 2011: $121,014Liabilities 2011: $49,6712011Assets 2012: $101,670Liabilities 2012: $19,966Net Assets 2012: $81,7042012Assets 2013: $111,749Liabilities 2013: $24,970Net Assets 2013: $86,7792013Assets 2014: $90,102Liabilities 2014: $10,959Net Assets 2014: $79,1432014Assets 2015: $101,771Liabilities 2015: $20,809Net Assets 2015: $80,9622015Assets 2016: $109,562Liabilities 2016: $27,019Net Assets 2016: $82,5432016Assets 2017: $146,144Liabilities 2017: $30,500Net Assets 2017: $115,6442017Assets 2018: $207,399Liabilities 2018: $25,855Net Assets 2018: $181,5442018Assets 2019: $270,283Liabilities 2019: $16,516Net Assets 2019: $253,7672019Assets 2020: $345,676Liabilities 2020: $13,354Net Assets 2020: $332,3222020Assets 2021: $405,596Liabilities 2021: $8,238Net Assets 2021: $397,3582021Assets 2022: $407,303Liabilities 2022: $10,255Net Assets 2022: $397,0482022Assets 2023: $433,048Liabilities 2023: $14,186Net Assets 2023: $418,8622023Assets 2024: $417,997Liabilities 2024: $9,671Net Assets 2024: $408,3262024

Highlighted filing

2024

Assets$417,997
Liabilities$9,671
Net Assets$408,326
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $166,6482010Revenue 2011: $169,334Expenses 2011: $178,874Net Income 2011: -$9,5402011Revenue 2012: $152,395Expenses 2012: $142,033Net Income 2012: $10,3622012Revenue 2013: $161,029Expenses 2013: $155,954Net Income 2013: $5,0752013Revenue 2014: $145,177Expenses 2014: $152,813Net Income 2014: -$7,6362014Revenue 2015: $143,586Expenses 2015: $141,767Net Income 2015: $1,8192015Revenue 2016: $144,831Expenses 2016: $143,250Net Income 2016: $1,5812016Revenue 2017: $195,549Expenses 2017: $162,448Net Income 2017: $33,1012017Revenue 2018: $233,511Expenses 2018: $167,611Net Income 2018: $65,9002018Revenue 2019: $245,239Expenses 2019: $173,668Net Income 2019: $71,5712019Revenue 2020: $256,475Expenses 2020: $177,920Net Income 2020: $78,5552020Revenue 2021: $228,221Expenses 2021: $163,185Net Income 2021: $65,0362021Revenue 2022: $220,530Expenses 2022: $223,510Net Income 2022: -$2,9802022Revenue 2023: $229,354Expenses 2023: $207,540Net Income 2023: $21,8142023Revenue 2024: $237,636Expenses 2024: $248,172Net Income 2024: -$10,5362024

Highlighted filing

2024

Revenue$237,636
Expenses$248,172
Net Income-$10,536
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$417,997
Liabilities
$9,671
Net assets
$408,326
Revenue
$237,636
Expenses
$248,172
Net income
-$10,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.10$4.08$2.38$2.48$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.14$4.19$2.29$2.08$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.10$3.97$2.21$2.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.08$3.97$2.28$1.63$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.13$3.32$2.56$1.78$0.79
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.17$2.54$2.45$1.74$0.72
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.26$1.82$2.34$1.68$0.66
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.31$1.16$1.96$1.62$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.27$0.83$1.45$1.43$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.21$0.81$1.44$1.42$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.11$0.79$1.45$1.53$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.25$0.87$1.61$1.56$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.20$0.82$1.52$1.42$0.10
2011Summary only. Only limited summary data is available for this year.$1.21$0.50$1.69$1.79$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.69$0.81$1.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$237,636
Mission and Program Overview

Mission

To serve as the leading advocate for an efficient and effective Medicare Secondary Payer (MSP) compliance system and as the industry resource for all involved parties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$288,845$244,539▼ $44,306
Savings and Temporary Cash Investments$137,004$141,646▲ $4,642
Prepaid Expenses and Deferred Charges$5,992$31,352▲ $25,360
Accounts Receivable$1,207$460▼ $747
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$433,048$417,997▼ $15,051
Other Assets Total-$0-
Liabilities
Deferred Revenue$14,170$9,663▼ $4,507
Accounts Payable and Accrued Expenses$16$8▼ $8
Total Liabilities$14,186$9,671▼ $4,515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$418,862$408,326▼ $10,536
Total Net Assets Fund Balance$418,862$408,326▼ $10,536
Total Liabilities and Net Assets / Fund Balance$433,048$417,997▼ $15,051
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
John KanePast President
Michelle AllanPresident
Annie DavidsonVice President
Andrea MillsDirector
Brendon DesouzaDirector
Dan AndersDirector
Jayson GallantDirector
Joseph GregorioDirector
Steve MillerDirector
Kate RiordanSecretary
Amber WormanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$96,088
Investment Income
$5,102
Other Revenue
$136,446
Change in Net Assets
$-10,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,172
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
Conferences and Meetings---$118,054
Fees for Services Management---$73,792
All Other Expenses---$7,007
Other Expenses---$3,932
Travel---$2,719
Advertising---$2,035
Information Technology---$1,611
Total Functional Expenses$0$0$0$248,172
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
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive committee of the governing board reviews the 990 prior to being filed”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The National Medicare Secondary Payer
EIN
20-2112607
Phone
6308334220
Address
620 Florida St 210, Baton Rouge, LA 70801

Signing Officer

Name
Julie Fuselier
Title
Executive Director
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Daigrepont & Brian a Prof Acct Corp
Address
910 S ACADIAN THRUWAY, BATON ROUGE, LA 70806
Preparer
John M Goodwin CPA
Phone
2259273760
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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/OtherExpensesGrp/Desc2Education expense
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IRS990/OtherExpensesGrp/TotalAmt18889
IRS990/OtherExpensesGrp/TotalAmt24768
IRS990/OtherExpensesGrp/TotalAmt33932
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0136446
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177750
IRS990/ProgSrvcAccomActy2Grp/Desc0Promote a multidisciplinary approach to the medicare set-aside practice
IRS990/ProgSrvcAccomActy3Grp/Desc0Provide a forum for learning and shared knowledge between all associated disciplines.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02817
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IRS990/PYOtherExpensesAmt0207540
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IRS990/PYProgramServiceRevenueAmt0102564
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The executive committee of the governing board reviews the 990 prior to being filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0408326
IRS990/TotalProgramServiceRevenueAmt096088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0237636
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237636
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0433048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0417997
IRS990/TravelGrp/TotalAmt02719
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 Florida St 210
IRS990/USAddress/CityNm0Baton Rouge
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070801
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.namsap.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Fuselier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The National Medicare Secondary Payer
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Network Inc
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0202112607
ReturnHeader/Filer/PhoneNum06308334220
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 Florida St 210
ReturnHeader/Filer/USAddress/CityNm0Baton Rouge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721161458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAIGREPONT & BRIAN A PROF ACCT CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0910 S ACADIAN THRUWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070806
ReturnHeader/PreparerPersonGrp/PhoneNum02259273760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Goodwin CPA
ReturnHeader/ReturnTs02025-09-16T14:02:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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