Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
National Alliance of Medicare Set- Aside Professionals
990EZ • Fiscal year 2017 • EIN 20-2112607
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.21x
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Up$146,144
Up $36,582 (+33%) from 2016
Net Assets
Up$115,644
Up $33,101 (+40%) from 2016
Liabilities
Up$30,500
Up $3,481 (+13%) from 2016
Revenue And Expenses
Revenue
Up$195,549
Up $50,718 (+35%) from 2016
Expenses
Up$162,448
Up $19,198 (+13%) from 2016
Net Income
Up$33,101
Up $31,520 (+1994%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Jul 18, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $195,549
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
| Description | Grants | Expenses |
|---|---|---|
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Shawn Deane | President | PT | $0 | - | - |
| Gary Patureau | Past President | - | $0 | - | - |
| Greg Gitter | Vice President | - | $0 | - | - |
| Rita Wilson | Treasurer | - | $0 | - | - |
| Christine Melancon | Secretary | - | $0 | - | - |
| Carol Ingmanson | Executive Director | FT | $0 | - | - |
| Thomas Spratt | Director | - | $0 | - | - |
| Kim Wiswell | Director | - | $0 | - | - |
| Beth Hostetler | Director | - | $0 | - | - |
| Amy Bilton | Director | - | $0 | - | - |
| Ciara Koba | Director | - | $0 | - | - |
| Monica Williams | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- National Alliance of Medicare Set-Aside
- EIN
- 20-2112607
- Phone
- 6308334220
- Address
- 275 N York Street, Elmhurst, IL 60126
Signing Officer
- Name
- Shawn Deane
- Title
- President
- Signed
- 2018-07-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Daigrepont & Brian APAC
- Address
- 910 S Acadian Thruway, Baton Rouge, LA 70806
- Preparer
- Michael B Loveless CPA
- Phone
- 2259273760
Supplemental Narrative
Additional Explanations
Other Revenue.1
“Meetings & Conferences $84912”
Other Revenue.2
“Cr. Card Fees Collected $3168”
Other Expenses.1003
“Information Technology $6243”
Other Expenses.1007
“Conferences, Conventions, and Meetings $57972”
Other Expenses.1012
“Insurance $2017”
Other Expenses.1
“Education Expense $21700”
Other Expenses.2
“Bank/CC Fees $6144”
Other Expenses.3
“Telephone/fax $1624”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $3511 Prepaid Expenses and Deferred Charges - Ending $3571”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $361 Accounts Payable and Accrued Expenses - Ending $0”
Total Liabilities.1003
“Deferred Revenue - Beginning $26658 Deferred Revenue - Ending $30500”
Raw XML Appendix162 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Assoc Management Strategies |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2253432776 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 620 Florida Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Baton Rouge |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 70801 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 106051 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 142573 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 33101 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 66482 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 109562 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 146144 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 195549 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 73045 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 82543 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 115644 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 82543 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 115644 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Shawn Deane |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Gary Patureau |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Greg Gitter |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Rita Wilson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Christine Melancon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Carol Ingmanson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Thomas Spratt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kim Wiswell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Beth Hostetler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Amy Bilton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Ciara Koba |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Monica Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Executive Dir. |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3511 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3571 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 95700 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 88080 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 266 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 34424 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Develop standards and define best practices for industry |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Promote a multidisciplinary approach to the medicare set-aside practice |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Provide a forum for learning and shared knowledge between all associated disciplines. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 27019 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 30500 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 162448 |
| IRS990EZ/TotalRevenueAmt | 0 | 195549 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.namsap.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Meetings & Conferences $84912 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Cr. Card Fees Collected $3168 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $6243 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $57972 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $2017 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Education Expense $21700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Bank/CC Fees $6144 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Telephone/fax $1624 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Prepaid Expenses and Deferred Charges - Beginning $3511 Prepaid Expenses and Deferred Charges - Ending $3571 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts Payable and Accrued Expenses - Beginning $361 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Deferred Revenue - Beginning $26658 Deferred Revenue - Ending $30500 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Shawn Deane |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-07-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | National Alliance of Medicare Set-Aside |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Professionals |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NATI |
| ReturnHeader/Filer/EIN | 0 | 202112607 |
| ReturnHeader/Filer/PhoneNum | 0 | 6308334220 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 275 N York Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Elmhurst |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60126 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 721161458 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Daigrepont & Brian APAC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 910 S Acadian Thruway |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Baton Rouge |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | LA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 70806 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2259273760 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michael B Loveless CPA |
| ReturnHeader/ReturnTs | 0 | 2018-07-18T13:18:25-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $146,144
- Liabilities
- $30,500
- Net assets
- $115,644
- Revenue
- $195,549
- Expenses
- $162,448
- Net income
- $33,101