Civic Intelligence

Fortune Benefit Solutions Group Health Plan Trust

EIN 26-6121186 • 501(c)9 • Tampa, FL

View Organization Page

Profile

To provide health and welfare benefits on behalf of participant members and their dependents.

13101 Telecom Drive Suite 100Tampa, FL 33637

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

1.02x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

13th percentile

-76%

Faster asset growth than 13% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$184,850

Down $1,145,110 (-86%) from 2016

Liabilities

Down

$187,768

Down $3,354,531 (-95%) from 2016

Net Assets

Up

-$2,918

Up $2,209,421 (+100%) from 2016

Operations
Liabilities / Revenue74th percentileNet Margin97th percentile

Revenue

Down

$2,380,779

Down $27,283,821 (-92%) from 2016

Expenses

Down

$95,959

Down $27,090,563 (-100%) from 2016

Net Income

Down

$2,284,820

Down $193,258 (-7.8%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $284,193Liabilities 2010: $863,391Net Assets 2010: -$579,1982010Assets 2011: $617,843Liabilities 2011: $779,802Net Assets 2011: -$161,9592011Assets 2012: $424,552Liabilities 2012: $1,948,260Net Assets 2012: -$1,523,7082012Assets 2013: $1,490,224Liabilities 2013: $3,070,509Net Assets 2013: -$1,580,2852013Assets 2014: $1,424,915Liabilities 2014: $4,606,263Net Assets 2014: -$3,181,3482014Assets 2015: $3,325,383Liabilities 2015: $8,015,800Net Assets 2015: -$4,690,4172015Assets 2016: $1,329,960Liabilities 2016: $3,542,299Net Assets 2016: -$2,212,3392016Assets 2017: $184,850Liabilities 2017: $187,768Net Assets 2017: -$2,9182017

Highlighted filing

2017

Assets$184,850
Liabilities$187,768
Net Assets-$2,918
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $8,940,6222010Expenses 2011: $6,654,7902011Expenses 2012: $12,214,0312012Revenue 2013: $14,188,178Expenses 2013: $14,244,755Net Income 2013: -$56,5772013Revenue 2014: $19,834,544Expenses 2014: $21,435,607Net Income 2014: -$1,601,0632014Revenue 2015: $31,092,622Expenses 2015: $32,601,691Net Income 2015: -$1,509,0692015Revenue 2016: $29,664,600Expenses 2016: $27,186,522Net Income 2016: $2,478,0782016Revenue 2017: $2,380,779Expenses 2017: $95,959Net Income 2017: $2,284,8202017

Highlighted filing

2017

Revenue$2,380,779
Expenses$95,959
Net Income$2,284,820
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,850
Liabilities
$187,768
Net assets
-$2,918
Revenue
$2,380,779
Expenses
$95,959
Net income
$2,284,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.00$2.38$0.10$2.28
2016Detailed filing. Detailed filing data is available for this year.$1.33$3.54$2.21$29.7$27.2$2.48
2015Detailed filing. Detailed filing data is available for this year.$3.33$8.02$4.69$31.1$32.6$1.51
2014Detailed filing. Detailed filing data is available for this year.$1.42$4.61$3.18$19.8$21.4$1.60
2013Detailed filing. Detailed filing data is available for this year.$1.49$3.07$1.58$14.2$14.2$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$1.95$1.52$12.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.78$0.16$6.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.86$0.58$8.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$2,380,779
Mission and Program Overview

Mission

To provide health and welfare benefits on behalf of participant members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$591,091--
Cash and Non-Interest-Bearing Accounts$794,637$184,850▼ $609,787
Savings and Temporary Cash Investments$150,797--
Rtn Earn Endowment Incm Other Fnds$-2,287,738$-2,918▲ $2,284,820
Total Assets$1,536,525$184,850▼ $1,351,675
Liabilities
Other Liabilities$2,430,238$179,471▼ $2,250,767
Accounts Payable and Accrued Expenses$1,394,025$8,297▼ $1,385,728
Total Liabilities$3,824,263$187,768▼ $3,636,495
Net Assets / Fund Balance
Total Net Assets Fund Balance$-2,287,738$-2,918▲ $2,284,820
Total Liabilities and Net Assets / Fund Balance$1,536,525$184,850▼ $1,351,675
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Pamela MallderVP of Operat$290,491$290,491
Shawna TaylorVP Client Se$272,033$272,033
Sarah Mcleod SmithVP of Benefi$257,287$257,287

Board Members and Trustees

NameTitle
Carl GuidiceTrustee
Mark PtolomeyAgency
Anthony DanonOfficer
Alan McqueenSales
Alexander CarratalaSales
Joseph WoodruffTreasurer
Shawna TaylorVP Client Services
Larry ShaverVP Finance
Sarah Mcleod SmithVP of Benefits
Pamela MallderVP of Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,380,315
Investment Income
$464
Other Revenue
$0
Change in Net Assets
$2,284,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,959
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
Other Expenses---$73,143
Fees for Services Accounting---$21,934
Fees for Services Legal---$882
Total Functional Expenses$0$0$0$95,959
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Related Party$142,500
Plan Benefit Obligations$36,971
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

“The trustee was part of the weekly meetings held by the individuals involved in the day to day operations of the trust.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is provided to the vp of finance prior to the filing of the return for his review and approval, a final copy is provided subsequent to the filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Fortune Benefit Solutions Group
EIN
26-6121186
Phone
8137078652
Address
13101 TELECOM DRIVE SUITE 100, TAMPA, FL 33637

Signing Officer

Name
Carl Guidice
Title
Trustee
Phone
8137078652
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Guidice
Formed
2007
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Arty Cohn & Feuer Lc
Address
1150 NW 72ND AVE STE 760, MIAMI, FL 33126-1932
Preparer
Daniel Arty
Phone
3055929954
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provides for the payment of certain specified medical benefits for certain of its employees.”

Raw XML AppendixShowing 400 of 708 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm8PAMELA MALLDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm9SHAWNA TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP OF BENEFITS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4VP FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5SALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6SALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7AGENCY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt8VP OF OPERATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt9VP CLIENT SERVICES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0664042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1550290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2250441
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4329497
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6428233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt7357780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt8290491
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt9272033
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CARL GUIDICE 94,792 0 0 JOSEPH WOODRUFF 0 0 72,972 SARAH MCLEOD SMITH 0 0 72,972 LARRY SHAVER 0 0 84,361 MARK PTOLOMEY 0 0 72,972 PAMELA MALLDER 0 0 102,160 SHAWNA TAYLOR 0 0 43,468
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES FOR THE PAYMENT OF CERTAIN SPECIFIED MEDICAL BENEFITS FOR CERTAIN OF ITS EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE WAS PART OF THE WEEKLY MEETINGS HELD BY THE INDIVIDUALS INVOLVED IN THE DAY TO DAY OPERATIONS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 IS PROVIDED TO THE VP OF FINANCE PRIOR TO THE FILING OF THE RETURN FOR HIS REVIEW AND APPROVAL, A FINAL COPY IS PROVIDED SUBSEQUENT TO THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTROLLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HR OUTSOURCING HOLDINGS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1FORTUNE PEO ACQUISITIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2FORTUNE FINANCIAL INC
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd25N/A
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