Civic Intelligence

Orion Township Public Library Retiree Health Care Plan

990EZ • Fiscal year 2017 • EIN 20-5448918

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization ProfileN/A

View Organization Page

825 Joslyn RoadLake Orion, MI 48362-2124

(248) 693-3000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

20th percentile

-62%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

-1.4%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$363,961

Down $5,339 (-1.4%) from 2016

Net Assets

Down

$363,961

Down $5,339 (-1.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$8,607

Up $1,045 (+14%) from 2016

Expenses

Up

$13,946

Up $3,864 (+38%) from 2016

Net Income

Down

-$5,339

Down $2,819 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $378,163Liabilities 2011: $02011Assets 2012: $372,798Liabilities 2012: $0Net Assets 2012: $372,7982012Assets 2013: $376,183Liabilities 2013: $907Net Assets 2013: $375,2762013Assets 2014: $380,131Liabilities 2014: $0Net Assets 2014: $380,1312014Assets 2015: $373,513Liabilities 2015: $1,693Net Assets 2015: $371,8202015Assets 2016: $369,300Liabilities 2016: $0Net Assets 2016: $369,3002016Assets 2017: $363,961Net Assets 2017: $363,9612017Assets 2018: $357,079Liabilities 2018: $0Net Assets 2018: $357,0792018Assets 2019: $353,121Liabilities 2019: $0Net Assets 2019: $353,1212019Assets 2020: $351,452Liabilities 2020: $0Net Assets 2020: $351,4522020Assets 2021: $349,925Liabilities 2021: $0Net Assets 2021: $349,9252021Assets 2022: $344,584Liabilities 2022: $1,993Net Assets 2022: $342,5912022Assets 2023: $350,880Liabilities 2023: $5,360Net Assets 2023: $345,5202023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$363,961
Liabilities-
Net Assets$363,961
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $4,288Expenses 2011: $8,618Net Income 2011: -$4,3302011Revenue 2012: $19,857Expenses 2012: $25,222Net Income 2012: -$5,3652012Revenue 2013: $20,144Expenses 2013: $17,666Net Income 2013: $2,4782013Revenue 2014: $19,358Expenses 2014: $14,503Net Income 2014: $4,8552014Revenue 2015: $6,444Expenses 2015: $14,755Net Income 2015: -$8,3112015Revenue 2016: $7,562Expenses 2016: $10,082Net Income 2016: -$2,5202016Revenue 2017: $8,607Expenses 2017: $13,946Net Income 2017: -$5,3392017Revenue 2018: $6,292Expenses 2018: $13,174Net Income 2018: -$6,8822018Revenue 2019: $7,265Expenses 2019: $11,223Net Income 2019: -$3,9582019Revenue 2020: $5,120Expenses 2020: $6,789Net Income 2020: -$1,6692020Revenue 2021: $1,264Expenses 2021: $2,791Net Income 2021: -$1,5272021Revenue 2022: $3,354Expenses 2022: $7,151Net Income 2022: -$3,7972022Revenue 2023: $8,289Expenses 2023: $5,360Net Income 2023: $2,9292023Revenue 2024: $15,713Expenses 2024: $12,261Net Income 2024: $3,4522024

Highlighted filing

2017

Revenue$8,607
Expenses$13,946
Net Income-$5,339
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
Gross Receipts
$8,607
Mission and Program Overview

Mission

To provide retirement health care benefits to the orion township public library employees.

Program Services

DescriptionGrantsExpenses
TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES. THE PLAN INCORPORATES THE TERMS OF THE MEDICAL BENEFITS PROGRAM AS INCLUDED IN THE HEALTH INSURANCE CONTRACT. AS OF THE MOST RECENT ACTUARIAL REPORT, THE PLAN HAS 21 MEMBERS.-$10,146
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE WOODTrustee-$0--
KAREN KNOXDirector-$0--
MARYANNE THORNDYCRAFTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Orion Township Public Library
EIN
20-5448918
Phone
2486933000
Address
825 JOSLYN ROAD, LAKE ORION, MI 48362-2124

Signing Officer

Name
Karen Knox
Title
Director
Phone
0248693300
Signed
2018-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Stevens Kirinovic & Tucker Pc
Address
3511 COOLIDGE RD STE 100, EAST LANSING, MI 48823-6390
Preparer
Aaron Stevens
Phone
5173516836
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative expenses 3,800 total 3,800”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,603 2,718 total 2,603 2,718”

Form 990-ez, Part III

“To provide retirement health care benefits to the orion township public library employees.”

Form 990-ez, Part III, Line 28

“To provide retirement health care benefits to the orion township public library employees. The plan incorporates the terms of the medical benefits program as included in the health insurance contract. As of the most recent actuarial report, the plan has 21 members.”

Raw XML Appendix109 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt010146
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KAREN C KNOX
IRS990EZ/BooksInCareOfDetail/PhoneNum02486933000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0825 JOSLYN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ORION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0483622124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0366697
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0361243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5339
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0369300
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0363961
IRS990EZ/GrossReceiptsAmt08607
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03086
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0369300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0363961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0369300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0363961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARJORIE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYANNE THORNDYCRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02603
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02718
IRS990EZ/OtherExpensesTotalAmt03800
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES.
IRS990EZ/ProgramServiceRevenueAmt05521
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES. THE PLAN INCORPORATES THE TERMS OF THE MEDICAL BENEFITS PROGRAM AS INCLUDED IN THE HEALTH INSURANCE CONTRACT. AS OF THE MOST RECENT ACTUARIAL REPORT, THE PLAN HAS 21 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010146
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013946
IRS990EZ/TotalProgramServiceExpensesAmt010146
IRS990EZ/TotalRevenueAmt08607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE EXPENSES 3,800 TOTAL 3,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 2,603 2,718 TOTAL 2,603 2,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES. THE PLAN INCORPORATES THE TERMS OF THE MEDICAL BENEFITS PROGRAM AS INCLUDED IN THE HEALTH INSURANCE CONTRACT. AS OF THE MOST RECENT ACTUARIAL REPORT, THE PLAN HAS 21 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KNOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum00248693300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORION TOWNSHIP PUBLIC LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE HEALTH CARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0ORIO
ReturnHeader/Filer/EIN0205448918
ReturnHeader/Filer/PhoneNum02486933000
ReturnHeader/Filer/USAddress/AddressLine1Txt0825 JOSLYN ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE ORION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483622124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DCCCD5F56D89D5BB20F40D666607F26BFE4F05A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DCCCD5F56D89D5BB20F40D666607F26BFE4F05A8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.253.249.82
ReturnHeader/FilingSecurityInformation/IPDt02018-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:05:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821734598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVENS KIRINOVIC & TUCKER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03511 COOLIDGE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488236390
ReturnHeader/PreparerPersonGrp/PhoneNum05173516836
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON STEVENS
ReturnHeader/ReturnTs02018-04-23T14:05:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.

Open filing
Assets
$363,961
Liabilities
-
Net assets
$363,961
Revenue
$8,607
Expenses
$13,946
Net income
-$5,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.16$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.05$3.46$0.08$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.43$0.03$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.01$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.07$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.06$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.64$3.64$0.09$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.08$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.02$3.72$0.06$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.19$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.75$0.20$0.18$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$0.20$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$0.04$0.09$0.04