Civic Intelligence

Fortune Benefit Solutions Group Health Plan Trust

990 • Fiscal year 2014 • EIN 26-6121186

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A

View Organization Page

13101 Telcom Drive Suite 100Temple Terrace, FL 33637

(813) 707-8652

Siviq Scores

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

Liabilities / Assets

99th percentile

3.23x

Higher debt load relative to assets than 99% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

18th percentile

-8.1%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

89th percentile

$236,246

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

27th percentile

-4.4%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

40%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,424,915

Down $65,309 (-4.4%) from 2013

Net Assets

Down

-$3,181,348

Down $1,601,063 (-101%) from 2013

Liabilities

Up

$4,606,263

Up $1,535,754 (+50%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin18th percentile

Revenue

Up

$19,834,544

Up $5,646,366 (+40%) from 2013

Expenses

Up

$21,435,607

Up $7,190,852 (+50%) from 2013

Net Income

Down

-$1,601,063

Down $1,544,486 (-2730%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2014

Assets$1,424,915
Liabilities$4,606,263
Net Assets-$3,181,348
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$19,834,544
Expenses$21,435,607
Net Income-$1,601,063
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$19,834,544
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$1,101,218-
Accounts Receivable$736,813$175,000▼ $561,813
Savings and Temporary Cash Investments$753,411$148,697▼ $604,714
Rtn Earn Endowment Incm Other Fnds$-1,580,285$-3,181,348▼ $1,601,063
Total Assets$1,490,224$1,424,915▼ $65,309
Liabilities
Other Liabilities$1,208,500$2,738,500▲ $1,530,000
Accounts Payable and Accrued Expenses$1,862,009$1,867,763▲ $5,754
Total Liabilities$3,070,509$4,606,263▲ $1,535,754
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,580,285$-3,181,348▼ $1,601,063
Total Liabilities and Net Assets / Fund Balance$1,490,224$1,424,915▼ $65,309
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Tom NewmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,833,802
Investment Income
$742
Other Revenue
$0
Change in Net Assets
$-1,601,063

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,834,544
Total Revenue per Audited Statements
$19,834,544
Total Revenue per Form 990
$19,834,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,052,776
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---$17,382,831
Fees for Services Accounting---$31,080
Fees for Services Legal---$11,930
Other Expenses---$1,332
Total Functional Expenses$0$0$0$21,435,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,435,607
Total Expenses per Audited Statements$21,435,607
Total Expenses per Form 990$21,435,607
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
Plan Benefit Obligations$2,596,000
Note Payable - Related Party$142,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Page 6, Part VI, Line 11B

“A copy of the 990 was provided to the trustee for his review and approval prior to the filing of the return.”

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 TELCOM DRIVE SUITE 100, TEMPLE TERRACE, FL 33637

Signing Officer

Name
Tom Newman
Title
CEO
Phone
8137078652
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Newman
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.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has determined and informed the company by a letter dated august 6, 2009, that the plan is qualified and the trust established under the plan is tax-exempt, under section 501(c)(9) of the internal revenue code. The plan administrator believes that the plan is currently designed and being operated in compliance with the applicable requirements of the code. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2012.”

Raw XML Appendix313 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY BY A LETTER DATED AUGUST 6, 2009, THAT THE PLAN IS QUALIFIED AND THE TRUST ESTABLISHED UNDER THE PLAN IS TAX-EXEMPT, UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01490224
IRS990/TotalAssetsEOYAmt01424915
IRS990/TotalAssetsGrp/BOYAmt01490224
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021435607
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03070509
IRS990/TotalLiabilitiesEOYAmt04606263
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1580285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-3181348
IRS990/TotalProgramServiceRevenueAmt019833802
IRS990/TotalRevenueGrp/ExclusionAmt0742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019833802
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019834544
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01424915
IRS990/TotReportableCompRltdOrgAmt0236246
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013101 TELCOM DRIVE
IRS990/USAddress/CityNm0TEMPLE TERRACE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033637
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08137078652
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTUNE BENEFIT SOLUTIONS GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0266121186
ReturnHeader/Filer/PhoneNum08137078652
ReturnHeader/Filer/USAddress/AddressLine1Txt013101 TELCOM DRIVE SUITE 100
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033637
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650718930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTY COHN & FEUER LC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 NW 72ND AVE STE 760
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331261932
ReturnHeader/PreparerPersonGrp/PhoneNum03055929954
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ARTY
ReturnHeader/ReturnTs02015-11-16T10:43:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,424,915
Liabilities
$4,606,263
Net assets
-$3,181,348
Revenue
$19,834,544
Expenses
$21,435,607
Net income
-$1,601,063
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