Civic Intelligence

Orion Township Public Library Retiree Health Care Plan

990EZ • Fiscal year 2019 • EIN 20-5448918

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

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

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-54%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

-1.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

15%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$353,121

Down $3,958 (-1.1%) from 2018

Net Assets

Down

$353,121

Down $3,958 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin22nd percentile

Revenue

Up

$7,265

Up $973 (+15%) from 2018

Expenses

Down

$11,223

Down $1,951 (-15%) from 2018

Net Income

Up

-$3,958

Up $2,924 (+42%) from 2018

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

2019

Assets$353,121
Liabilities$0
Net Assets$353,121
Open 2019 Filing

Operations Trend

Revenue Growth79th 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

2019

Revenue$7,265
Expenses$11,223
Net Income-$3,958
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.1
Gross Receipts
$7,265
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 3 MEMBERS.$0$11,223
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
2486933000
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Terwilliger CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 7,265.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: consulting fees. Amount: 2,000.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses and deferred charges. Beg. Of year amount: 2,608. End of year amount: 1,804.”

Raw XML Appendix115 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt09223
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN 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/BOYAmt0354471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0351317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3958
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0357079
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0353121
IRS990EZ/GrossReceiptsAmt07265
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07265
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0357079
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0353121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0357079
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0353121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARJORIE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYANNE THORNDYCRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02608
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01804
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02000
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RETIREMENT HEALTH CARE BENEFITS TO THE ORION TOWNSHIP PUBLIC LIBRARY EMPLOYEES.
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 3 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011223
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt011223
IRS990EZ/TotalProgramServiceExpensesAmt011223
IRS990EZ/TotalRevenueAmt07265
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7,265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONSULTING FEES. AMOUNT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 2,608. END OF YEAR AMOUNT: 1,804.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KNOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02486933000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-04
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F0E0499581969E03009ED4ABDF17C876057B1254
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.163.63.50
ReturnHeader/FilingSecurityInformation/IPDt02020-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:00:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 E GRAND RIVER SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489123291
ReturnHeader/PreparerPersonGrp/PhoneNum05173237500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDY L TERWILLIGER CPA
ReturnHeader/ReturnTs02020-11-06T07:03:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,121
Liabilities
$0
Net assets
$353,121
Revenue
$7,265
Expenses
$11,223
Net income
-$3,958
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