Civic Intelligence

National Alliance of Medicare Set- Aside Professionals

990EZ • Fiscal year 2016 • EIN 20-2112607

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

275 N York Street Ste 401Elmhurst, IL 60126

(630) 833-4220

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.25x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

1.1%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$109,562

Up $7,791 (+7.7%) from 2015

Net Assets

Up

$82,543

Up $1,581 (+2.0%) from 2015

Liabilities

Up

$27,019

Up $6,210 (+30%) from 2015

Revenue

Up

$144,831

Up $1,245 (+0.9%) from 2015

Expenses

Up

$143,250

Up $1,483 (+1.0%) from 2015

Net Income

Down

$1,581

Down $238 (-13%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$109,562
Liabilities$27,019
Net Assets$82,543

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$144,831
Expenses$143,250
Net Income$1,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$144,831
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.

Program Services

DescriptionGrantsExpenses
DEVELOP STANDARDS AND DEFINE BEST PRACTICES FOR INDUSTRY--
PROMOTE A MULTIDISCIPLINARY APPROACH TO THE MEDICARE SET-ASIDE PRACTICE--
PROVIDE A FORUM FOR LEARNING AND SHARED KNOWLEDGE BETWEEN ALL ASSOCIATED DISCIPLINES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY PATUREAUPresidentPT$0--
KIMBERLY A WISEWELLImmediate Pa-$0--
SHAWN DEANEVice-Preside-$0--
GREG GITTERTreasurer-$0--
CHRISTINE MELANCONSecretary-$0--
CIARA KOBADirector-$0--
MATT LARKINDirector-$0--
LESLIE SCHUMACHERDirector-$0--
DOUG L SHAWDirector-$0--
THOMAS SPRATTDirector-$0--
RITA M WILSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
National Alliance of Medicare Set-
EIN
20-2112607
Address
275 N YORK STREET STE 401, ELMHURST, IL 60126

Signing Officer

Name
Gary Patureau
Title
President
Phone
6306175153
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Evenhouse & Co Pc
Address
310 W LAKE ST STE 200, ELMHURST, IL 60126-1527
Preparer
Timothy J Vande Werken CPA
Phone
6308323225
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Meetings & conferences 69,206 miscellaneous 103 total 69,309

Form 990-ez, Part I, Line 16

Expenses bank / cc fees 4,851 office expense 76 telephone 2,332 marketing 617 website hosting/maintenance 815 database management 5,521 webinars 5,938 annual meeting & education 57,732 insurance 2,017 miscellaneous expense 30 total 79,929

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 3,466 3,511 total 3,466 3,511

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 379 361 deferred revenue 20,430 26,658

Form 990-ez, Part III

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.

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELMHURST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY A WISEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAWN DEANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG GITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE MELANCON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CIARA KOBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LESLIE SCHUMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DOUG L SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS SPRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RITA M WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt03511
IRS990EZ/OtherExpensesTotalAmt079929
IRS990EZ/OtherRevenueTotalAmt069309
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/PrintingPublicationsPostageAmt0500
IRS990EZ/ProgramServiceRevenueAmt010470
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTE A MULTIDISCIPLINARY APPROACH TO THE MEDICARE SET-ASIDE PRACTICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE A FORUM FOR LEARNING AND SHARED KNOWLEDGE BETWEEN ALL ASSOCIATED DISCIPLINES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143250
IRS990EZ/TotalRevenueAmt0144831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NAMSAP.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS & CONFERENCES 69,206 MISCELLANEOUS 103 TOTAL 69,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK / CC FEES 4,851 OFFICE EXPENSE 76 TELEPHONE 2,332 MARKETING 617 WEBSITE HOSTING/MAINTENANCE 815 DATABASE MANAGEMENT 5,521 WEBINARS 5,938 ANNUAL MEETING & EDUCATION 57,732 INSURANCE 2,017 MISCELLANEOUS EXPENSE 30 TOTAL 79,929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 3,466 3,511 TOTAL 3,466 3,511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 379 361 DEFERRED REVENUE 20,430 26,658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ALLIANCE OF MEDICARE SET-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASIDE PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0202112607
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ReturnHeader/PreparerPersonGrp/PhoneNum06308323225
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J VANDE WERKEN CPA
ReturnHeader/ReturnTs02017-11-10T12:01:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$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