Civic Intelligence

Rl Fortney Management Inc Health Benefits Trust

EIN 20-7198006 • 501(c)9 • North Olmsted, OH

View Organization Page

Profile

To provide medical and medical related benefits to eligible employees of the fortney companies.

31269 Bradley RoadNorth Olmsted, OH 44070

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

4.8%

Higher net margin than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

98th percentile

140%

Faster asset growth than 98% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$142,073

Up $82,928 (+140%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$142,073

Up $82,928 (+140%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin55th percentile

Revenue

Up

$1,717,409

Up $619,998 (+56%) from 2023

Expenses

Up

$1,634,481

Up $406,232 (+33%) from 2023

Net Income

Up

$82,928

Up $213,766 (+163%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2010: $25,052Liabilities 2010: $0Net Assets 2010: $25,0522010Assets 2011: $18,797Liabilities 2011: $0Net Assets 2011: $18,7972011Assets 2012: $32,241Liabilities 2012: $0Net Assets 2012: $32,2412012Assets 2013: $13,980Liabilities 2013: $0Net Assets 2013: $13,9802013Assets 2014: $35,262Liabilities 2014: $0Net Assets 2014: $35,2622014Assets 2015: $34,617Liabilities 2015: $0Net Assets 2015: $34,6172015Assets 2016: $5,464Liabilities 2016: $0Net Assets 2016: $5,4642016Assets 2017: $78,896Liabilities 2017: $0Net Assets 2017: $78,8962017Assets 2018: $499,747Liabilities 2018: $0Net Assets 2018: $499,7472018Assets 2019: $16,547Liabilities 2019: $0Net Assets 2019: $16,5472019Assets 2020: $116,093Liabilities 2020: $0Net Assets 2020: $116,0932020Assets 2021: $39,340Liabilities 2021: $0Net Assets 2021: $39,3402021Assets 2022: $189,983Liabilities 2022: $0Net Assets 2022: $189,9832022Assets 2023: $59,145Liabilities 2023: $0Net Assets 2023: $59,1452023Assets 2024: $142,073Liabilities 2024: $0Net Assets 2024: $142,0732024

Highlighted filing

2024

Assets$142,073
Liabilities$0
Net Assets$142,073
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,002,0212010Expenses 2011: $1,033,1622011Expenses 2012: $730,1842012Expenses 2013: $1,026,7352013Revenue 2014: $1,490,214Expenses 2014: $1,468,932Net Income 2014: $21,2822014Revenue 2015: $1,268,671Expenses 2015: $1,269,316Net Income 2015: -$6452015Revenue 2016: $1,465,152Expenses 2016: $1,494,305Net Income 2016: -$29,1532016Revenue 2017: $1,527,832Expenses 2017: $1,454,400Net Income 2017: $73,4322017Revenue 2018: $2,757,350Expenses 2018: $2,336,499Net Income 2018: $420,8512018Revenue 2019: $3,468,081Expenses 2019: $3,951,281Net Income 2019: -$483,2002019Revenue 2020: $2,039,585Expenses 2020: $1,940,039Net Income 2020: $99,5462020Revenue 2021: $1,884,197Expenses 2021: $1,960,950Net Income 2021: -$76,7532021Revenue 2022: $1,603,370Expenses 2022: $1,452,727Net Income 2022: $150,6432022Revenue 2023: $1,097,411Expenses 2023: $1,228,249Net Income 2023: -$130,8382023Revenue 2024: $1,717,409Expenses 2024: $1,634,481Net Income 2024: $82,9282024

Highlighted filing

2024

Revenue$1,717,409
Expenses$1,634,481
Net Income$82,928
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,073
Liabilities
$0
Net assets
$142,073
Revenue
$1,717,409
Expenses
$1,634,481
Net income
$82,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.72$1.63$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.10$1.23$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$1.60$1.45$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.88$1.96$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.04$1.94$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$3.47$3.95$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.76$2.34$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.53$1.45$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.47$1.49$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.27$1.27$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.49$1.47$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$1.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
May 28, 2025
Return Version
2023v6.0
Gross Receipts
$1,717,409
Mission and Program Overview

Mission

To provide medical and medical related benefits to eligible employees of the fortney companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,145$142,073▲ $82,928
Rtn Earn Endowment Incm Other Fnds$59,145$142,073▲ $82,928
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$59,145$142,073▲ $82,928
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,145$142,073▲ $82,928
Total Liabilities and Net Assets / Fund Balance$59,145$142,073▲ $82,928
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Mitch LapinPresident/trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,464,658
Investment Income
$37
Other Revenue
$252,714
Change in Net Assets
$82,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58
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
Benefits to Members---$1,634,423
Other Expenses---$58
Total Functional Expenses$0$0$0$1,634,481
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“There were no meetings held for the plan specifically. Issues were discussed with management and items of note are documented in a perm file.”

Form 990, Part VI, Section A, Line 8B

“There are no separate committees for the plan.”

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

“The 990 is reviewed by the president before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its information available upon request.”

Filing and Contact Details

Filer

Filer Name
Rl Fortney Management Inc Health
EIN
20-7198006
Phone
4407164000
Address
31269 BRADLEY ROAD, NORTH OLMSTED, OH 44070

Signing Officer

Name
Mitch Lapin
Title
Trustee/president
Phone
4408714022
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Lapin
Formed
2006
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Bober Markey Fedorovich & Company
Address
3421 RIDGEWOOD ROAD SUITE 300, AKRON, OH 44333
Preparer
Jessica L Tepus
Phone
3307629785
Raw XML Appendix273 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL AND MEDICAL RELATED BENEFITS TO ELIGIBLE EMPLOYEES OF THE FORTNEY COMPANIES.
IRS990/BenefitsToMembersGrp/TotalAmt01634423
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MITCH LAPIN
IRS990/BooksInCareOfDetail/PhoneNum04407164000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt031269 BRADLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH OLMSTED
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044070
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt037
IRS990/CYOtherExpensesAmt058
IRS990/CYOtherRevenueAmt0252714
IRS990/CYProgramServiceRevenueAmt01464658
IRS990/CYRevenuesLessExpensesAmt082928
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01717409
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE MEDICAL AND MEDICAL RELATED BENEFITS FOR THE EMPLOYEES OF THE FORTNEY COMPANIES IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THE R.L. FORTNEY MANAGEMENT, INC. VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) AND THE RELATED BENEFITS TRUST.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01717409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt037
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO PROVIDE MEDICAL AND MEDICAL RELATED BENEFITS TO ELIGIBLE EMPLOYEES OF THE FORTNEY COMPANIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt059145
IRS990/NetAssetsOrFundBalancesEOYAmt0142073
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/TotalAmt058
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0252714
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0252714
IRS990/OtherRevenueTotalAmt0252714
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MITCH LAPIN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01334072
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1130586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01334072
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1130586
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01227845
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028
IRS990/PYOtherExpensesAmt0404
IRS990/PYOtherRevenueAmt050600
IRS990/PYProgramServiceRevenueAmt01046783
IRS990/PYRevenuesLessExpensesAmt0-130838
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01228249
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01097411
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt082928
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt059145
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0142073
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO MEETINGS HELD FOR THE PLAN SPECIFICALLY. ISSUES WERE DISCUSSED WITH MANAGEMENT AND ITEMS OF NOTE ARE DOCUMENTED IN A PERM FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE PRESIDENT BEFORE IT IS FILED.
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/USAddress/ZIPCd044070
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH LAPIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04408714022
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RL FORTNEY MANAGEMENT INC HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RLFO
ReturnHeader/Filer/EIN0207198006
ReturnHeader/Filer/PhoneNum04407164000
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ReturnHeader/Filer/USAddress/CityNm0NORTH OLMSTED
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341523030
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03421 RIDGEWOOD ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AKRON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044333
ReturnHeader/PreparerPersonGrp/PhoneNum03307629785
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA L TEPUS
ReturnHeader/ReturnTs02025-05-29T13:11:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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