Civic Intelligence

Fortune Benefit Solutions Group Health Plan Trust

990 • Fiscal year 2016 • EIN 26-6121186

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 30, 2018

Organization ProfileN/A

View Organization Page

13101 Telecom Drive Suite 100Tampa, 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

2.66x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.12x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

66th percentile

8.4%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$442,450

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

1st percentile

-60%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-4.6%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,329,960

Down $1,995,423 (-60%) from 2015

Net Assets

Up

-$2,212,339

Up $2,478,078 (+53%) from 2015

Liabilities

Down

$3,542,299

Down $4,473,501 (-56%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin66th percentile

Revenue

Down

$29,664,600

Down $1,428,022 (-4.6%) from 2015

Expenses

Down

$27,186,522

Down $5,415,169 (-17%) from 2015

Net Income

Up

$2,478,078

Up $3,987,147 (+264%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2016

Assets$1,329,960
Liabilities$3,542,299
Net Assets-$2,212,339
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$29,664,600
Expenses$27,186,522
Net Income$2,478,078
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 30, 2018
Return Version
2016v3.1
Gross Receipts
$29,664,600
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$3,175,641$794,637▼ $2,381,004
Accounts Receivable-$384,526-
Savings and Temporary Cash Investments$149,742$150,797▲ $1,055
Rtn Earn Endowment Incm Other Fnds$-4,690,417$-2,212,339▲ $2,478,078
Total Assets$3,325,383$1,329,960▼ $1,995,423
Liabilities
Other Liabilities$3,974,302$2,363,136▼ $1,611,166
Accounts Payable and Accrued Expenses$4,041,498$1,179,163▼ $2,862,335
Total Liabilities$8,015,800$3,542,299▼ $4,473,501
Net Assets / Fund Balance
Total Net Assets Fund Balance$-4,690,417$-2,212,339▲ $2,478,078
Total Liabilities and Net Assets / Fund Balance$3,325,383$1,329,960▼ $1,995,423
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Tom NewmanFormer Trust$263,318$263,318

Board Members and Trustees

NameTitle
Tom NewmanFormer Trustee
Carl GuidiceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,663,546
Investment Income
$1,054
Other Revenue
$0
Change in Net Assets
$2,478,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,664,600
Total Revenue per Audited Statements
$29,664,600
Total Revenue per Form 990
$29,664,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,414,860
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---$20,771,662
Other Expenses---$162,668
Fees for Services Accounting---$5,500
Fees for Services Legal---$3,103
Total Functional Expenses$0$0$0$27,186,522

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,186,522
Total Expenses per Audited Statements$27,186,522
Total Expenses per Form 990$27,186,522
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$2,220,636
Note Payable - Related Party$142,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, 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 TELECOM DRIVE SUITE 100, TAMPA, FL 33637

Signing Officer

Name
Carl Guidice
Title
Trustee
Phone
8137078652
Signed
2018-01-30
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 Appendix347 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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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3INTERNAL FINANCIAL STMTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EMPLOYER'S ALLIANCE V LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3EMPLOYER'S ALLIANCE LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03325383
IRS990/TotalAssetsEOYAmt01329960
IRS990/TotalAssetsGrp/BOYAmt03325383
IRS990/TotalAssetsGrp/EOYAmt01329960
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt027186522
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08015800
IRS990/TotalLiabilitiesEOYAmt03542299
IRS990/TotalLiabilitiesGrp/BOYAmt08015800
IRS990/TotalLiabilitiesGrp/EOYAmt03542299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-4690417
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2212339
IRS990/TotalProgramServiceRevenueAmt029663546
IRS990/TotalRevenueGrp/ExclusionAmt01054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029663546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029664600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03325383
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01329960
IRS990/TotReportableCompRltdOrgAmt0705768
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013101 TELECOM DRIVE
IRS990/USAddress/AddressLine2Txt0SUITE 100
IRS990/USAddress/CityNm0TAMPA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033637
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL GUIDICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08137078652
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-30
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 TELECOM DRIVE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033637
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FA6B1F2686BB45C3826A88A5968E42EF562B40E
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/PreparationDt02018-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ARTY
ReturnHeader/ReturnTs02018-01-30T18:34:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,329,960
Liabilities
$3,542,299
Net assets
-$2,212,339
Revenue
$29,664,600
Expenses
$27,186,522
Net income
$2,478,078
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