Civic Intelligence

MID-Atlantic Chapter

EIN 22-3302395 • 501(c)6 • Willow Grove, PA

Profile

Case management for healthcare providers & community

31 Woodhill RoadWillow Grove, PA 19090

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

35%

Higher net margin than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

92nd percentile

49%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

196%

Faster revenue growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$13,941

Down $4,164 (-23%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,941

Down $4,164 (-23%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin90th percentile

Revenue

Down

$7,056

Down $10,255 (-59%) from 2023

Expenses

Down

$11,220

Down $99 (-0.9%) from 2023

Net Income

Down

-$4,164

Down $10,156 (-169%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$30K$20K$10K$0Assets 2011: $24,245Liabilities 2011: $02011Assets 2012: $17,854Net Assets 2012: $17,8542012Assets 2013: $21,402Net Assets 2013: $21,4022013Assets 2014: $26,065Net Assets 2014: $26,0652014Assets 2015: $27,016Net Assets 2015: $27,0162015Assets 2016: $26,416Net Assets 2016: $26,4162016Assets 2017: $26,143Net Assets 2017: $26,1432017Assets 2018: $20,875Net Assets 2018: $20,8752018Assets 2019: $13,595Net Assets 2019: $13,5952019Assets 2020: $14,383Net Assets 2020: $14,3832020Assets 2021: $14,920Net Assets 2021: $14,9202021Assets 2022: $12,113Net Assets 2022: $12,1132022Assets 2023: $18,105Net Assets 2023: $18,1052023Assets 2024: $13,941Net Assets 2024: $13,9412024

Highlighted filing

2024

Assets$13,941
Liabilities-
Net Assets$13,941
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $14,766Expenses 2011: $8,906Net Income 2011: $5,8602011Revenue 2012: $19,199Expenses 2012: $25,590Net Income 2012: -$6,3912012Revenue 2013: $24,961Expenses 2013: $21,413Net Income 2013: $3,5482013Revenue 2014: $27,540Expenses 2014: $22,877Net Income 2014: $4,6632014Revenue 2015: $25,977Expenses 2015: $25,026Net Income 2015: $9512015Revenue 2016: $13,461Expenses 2016: $14,061Net Income 2016: -$6002016Revenue 2017: $22,519Expenses 2017: $22,792Net Income 2017: -$2732017Revenue 2018: $13,094Expenses 2018: $18,362Net Income 2018: -$5,2682018Revenue 2019: $16,269Expenses 2019: $23,549Net Income 2019: -$7,2802019Revenue 2020: $3,796Expenses 2020: $3,008Net Income 2020: $7882020Revenue 2021: $5,067Expenses 2021: $4,530Net Income 2021: $5372021Revenue 2022: $5,856Expenses 2022: $8,663Net Income 2022: -$2,8072022Revenue 2023: $17,311Expenses 2023: $11,319Net Income 2023: $5,9922023Revenue 2024: $7,056Expenses 2024: $11,220Net Income 2024: -$4,1642024

Highlighted filing

2024

Revenue$7,056
Expenses$11,220
Net Income-$4,164
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$13,941
Liabilities
-
Net assets
$13,941
Revenue
$7,056
Expenses
$11,220
Net income
-$4,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$13.9$7.06$11.2$4.16
2023Detailed filing. Detailed filing data is available for this year.$18.1$18.1$17.3$11.3$5.99
2022Detailed filing. Detailed filing data is available for this year.$12.1$12.1$5.86$8.66$2.81
2021Detailed filing. Detailed filing data is available for this year.$14.9$14.9$5.07$4.53$0.54
2020Detailed filing. Detailed filing data is available for this year.$14.4$14.4$3.80$3.01$0.79
2019Detailed filing. Detailed filing data is available for this year.$13.6$13.6$16.3$23.5$7.28
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$13.1$18.4$5.27
2017Detailed filing. Detailed filing data is available for this year.$26.1$26.1$22.5$22.8$0.27
2016Detailed filing. Detailed filing data is available for this year.$26.4$26.4$13.5$14.1$0.60
2015Detailed filing. Detailed filing data is available for this year.$27.0$27.0$26.0$25.0$0.95
2014Detailed filing. Detailed filing data is available for this year.$26.1$26.1$27.5$22.9$4.66
2013Detailed filing. Detailed filing data is available for this year.$21.4$21.4$25.0$21.4$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$17.9$19.2$25.6$6.39
2011Summary only. Only limited summary data is available for this year.$24.2$0.00$14.8$8.91$5.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$7,056
Mission and Program Overview

Mission

Case management for healthcare providers & community

Program Services

DescriptionGrantsExpenses
PROVIDING A LOCAL FORUM IN WHICH EDUCATES MEMBERS, HEALTHCAREPROVIDERS & COMMUNITY TO THE FULL SCOPE OF SERVICES THAT COMPRISETHE PRACTICE OF CASE MANAGEMENT--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA AGIUSBoard MemberPT$0--
DONNA APPLEGATETreasurerPT$0--
FELICE JORDAHLBoard MemberPT$0--
MARY DETWEILER SMITHPresidentPT$0--
SUSAN HUNTBoard MemeberPT$0--
BARBARA KURITZVice-PresidentPT$0--
GAIL REISSBoard MemberPT$0--
NICOLETTE R PAPPUSSecretaryPT$0--
ELLEN T BUECHEL-STIMMELBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Mid-atlantic Chapter
EIN
22-3302395
Phone
2154327773
Address
31 WOODHILL ROAD, WILLOW GROVE, PA 19090

Signing Officer

Name
Donna Applegate
Title
Treasurer
Phone
2154327773
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
101 Associates
Address
650 Sentry Parkway Suite 210, Blue Bell, PA 19422
Preparer
Daniel P Mccollum Jr CPA
Phone
2158868700
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“CHAPTER MEETINGS 905.”

Form 990EZ, Part I, Line 16

“OFFICE & POSTAGE 26.”

Form 990EZ, Part I, Line 16

“Programs & conferences 6339.”

Form 990EZ, Part I, Line 16

“Merchant account fees 237.”

Form 990EZ, Part I, Line 16

“Organization filing fees 375.”

Form 990EZ, Part I, Line 16

“WEBSITE EXPENSE 1396.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 58.”

Form 990EZ, Part I, Line 16

“INSURANCE 628.”

Raw XML Appendix157 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/BooksInCareOfDetail/PersonNm0DONNA APPLEGATE
IRS990EZ/BooksInCareOfDetail/PhoneNum06107459052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031 WOODHILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLOW GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4164
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0696
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013941
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07056
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02464
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt720.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt820.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA AGIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA APPLEGATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FELICE JORDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY DETWEILER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA KURITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GAIL REISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICOLETTE R PAPPUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELLEN T BUECHEL-STIMMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09964
IRS990EZ/PrimaryExemptPurposeTxt0CASE MANAGEMENT FOR HEALTHCARE PROVIDERS & COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0560
IRS990EZ/ProgramServiceRevenueAmt01885
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A LOCAL FORUM IN WHICH EDUCATES MEMBERS, HEALTHCAREPROVIDERS & COMMUNITY TO THE FULL SCOPE OF SERVICES THAT COMPRISETHE PRACTICE OF CASE MANAGEMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011220
IRS990EZ/TotalRevenueAmt07056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAPTER MEETINGS 905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE & POSTAGE 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAMS & CONFERENCES 6339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANT ACCOUNT FEES 237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION FILING FEES 375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE EXPENSE 1396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES 58.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 628.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02154327773
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-ATLANTIC CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0223302395
ReturnHeader/Filer/PhoneNum02154327773
ReturnHeader/Filer/USAddress/AddressLine1Txt031 WOODHILL ROAD
ReturnHeader/Filer/USAddress/CityNm0WILLOW GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019090
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320184725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0101 Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 Sentry Parkway Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blue Bell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum02158868700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P MCCOLLUM JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-30T09:26:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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