Civic Intelligence

Specialty Healthcare Benefits

990 • Fiscal year 2025 • EIN 36-4305675

Jul 01, 2024 to Jun 30, 2025 • Filed on May 09, 2025

515 Cape May StEnglewodd, NJ 07631

(201) 923-4534

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2025 filings • 501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Assets

Down

$0

Down $9,724 (-100%) from 2022

Net Assets

Down

$0

Down $9,724 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$4,000

Up $1,180 (+42%) from 2022

Net Income

Down

-$4,000

Down $1,180 (-42%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $28,960Liabilities 2010: $20,000Net Assets 2010: $8,9602010Assets 2013: $48,120Liabilities 2013: $251Net Assets 2013: $47,8692013Assets 2016: $27,996Liabilities 2016: $1,000Net Assets 2016: $26,9962016Assets 2017: $45,287Liabilities 2017: $1,000Net Assets 2017: $44,2872017Assets 2018: $39,903Liabilities 2018: $1,250Net Assets 2018: $38,6532018Assets 2019: $27,001Liabilities 2019: $0Net Assets 2019: $27,0012019Assets 2020: $18,040Liabilities 2020: $0Net Assets 2020: $18,0402020Assets 2021: $12,544Liabilities 2021: $0Net Assets 2021: $12,5442021Assets 2022: $9,724Liabilities 2022: $0Net Assets 2022: $9,7242022Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2010: $186,9242010Expenses 2013: $21,1372013Revenue 2016: $27,000Expenses 2016: $30,283Net Income 2016: -$3,2832016Revenue 2017: $62,700Expenses 2017: $45,409Net Income 2017: $17,2912017Revenue 2018: $20,000Expenses 2018: $25,634Net Income 2018: -$5,6342018Revenue 2019: $0Expenses 2019: $11,652Net Income 2019: -$11,6522019Revenue 2020: $0Expenses 2020: $8,961Net Income 2020: -$8,9612020Revenue 2021: $0Expenses 2021: $5,496Net Income 2021: -$5,4962021Revenue 2022: $0Expenses 2022: $2,820Net Income 2022: -$2,8202022Revenue 2025: $0Expenses 2025: $4,000Net Income 2025: -$4,0002025

Highlighted filing

2025

Revenue$0
Expenses$4,000
Net Income-$4,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

The council seeks to foster interdisciplinary collaboration and information exchange in the p&t process. We support evidence-based formulary development and implementation across all practice settings as key elements in value-based design. We evaluate best practices in p&t organization, process and outcomes, and share what we learn with all interested parties.

Our purpose is to balance value as we encourage the use of specialty healthcare products and services to improve the health of our society. As the need for specialty healthcare benefits increases, there is a parallel responsibility to ensure utilization is appropriate and clinically sound. By bringing together the community of stakeholders, we hope to provide a pathway to allow sustainable use of these products and to define future benefit options, distribution systems, and management tools while weaving together the benefit systems that will deliver the right care to the right patient at the right time. Our members recognize the use of these products may be sustained only when value is clearly identified. We seek value by balancing the triangle of cost, access, and quality for these products. As a nonprofit organization, we provide a forum for collaboration among payers, vendors, and distributors in a dynamic marketplace. We do not endorse individual products or companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,340--
Total Assets$4,340$0▼ $4,340
Liabilities
Accounts Payable and Accrued Expenses$340--
Total Liabilities$340$0▼ $340
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,000--
Total Net Assets Fund Balance$4,000$0▼ $4,000
Total Liabilities and Net Assets / Fund Balance$4,340$0▼ $4,340
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel P KusPresident
Anne Boland DocimoDirector
Benjamin J SchatzmanDirector
Celynda TadlockDirector
Dan HardinDirector
Edward PezallaDirector
Lynn L FranzoniDirector
Maria Martins-lopesDirector
Robert F CartaDirector
Shari Fine MdDirector
William SimonsonDirector
Joseph EichenholzExecutive Di
-Secretary
Gary RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-4,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,000
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
Fees for Services Other-$2,750-$2,750
Fees for Services Accounting-$1,250-$1,250
Total Functional Expenses$0$4,000$0$4,000
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
Annual disclosure for covered persons
Yes
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
Yes
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Specialty Healthcare Benefits
EIN
36-4305675
Phone
2019234534
Address
515 CAPE MAY ST, ENGLEWODD, NJ 07631

Signing Officer

Name
Joseph Eichenholz
Title
Executive Director
Phone
2019234534
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Eichenholz
Formed
1999
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Diclemente & Associates
Address
1620 OLD PALM LN, DELRAY BEACH, FL 33483
Preparer
Edmond Diclemente CPA
Phone
8603291006
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITES

Our purpose is to balance value as we encourage the use of specialty healthcare products and services to improve the health of our society. As the need for specialty healthcare benefits increases, there is a parallel responsibility to ensure utilization is appropriate and clinically sound. By bringing together the community of stakeholders, we hope to provide a pathway to allow sustainable use of these products and to define future benefit options, distribution systems, and management tools while weaving together the benefit systems that will deliver the right care to the right patient at the right time. Our members recognize the use of these products may be sustained only when value is clearly identified. We seek value by balancing the triangle of cost, access, and quality for these products. As a nonprofit organization, we provide a forum for collaboration among payers, vendors, and distributors in a dynamic marketplace. We do not endorse individual products or companies.

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

The council seeks to foster interdisciplinary collaboration and information exchange in the p&t process. We support evidence-based formulary development and implementation across all practice settings as key elements in value-based design. We evaluate best practices in p&t organization, process and outcomes, and share what we learn with all interested parties. The board of trustees has identified six strategic objectives for the society: 1) serve as a clearinghouse and resource center to encourage the exchange of information necessary for the success of our members' efforts. 2) enhance the knowledge and expertise of our members through continuing education and training programs. 3) serve as a focal point for policy statements on issues of concern for members and the public. 4)develop practical tools that enhance or simplify the p&t committee process. 5) establish a forum for collaboration among all health care professionals and others involved in the p&t process. 6) promote the use of evidence-based tools in all aspects of benefit design, formulary development and implementation.

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

The council seeks to foster interdisciplinary collaboration and information exchange in the p&t process. We support evidence-based formulary development and implementation across all practice settings as key elements in value-based design. We evaluate best practices in p&t organization, process and outcomes, and share what we learn with all interested parties. The board of trustees has identified six strategic objectives for the society: 1) serve as a clearinghouse and resource center to encourage the exchange of information necessary for the success of our members' efforts. 2) enhance the knowledge and expertise of our members through continuing education and training programs. 3) serve as a focal point for policy statements on issues of concern for members and the public. 4)develop practical tools that enhance or simplify the p&t committee process. 5) establish a forum for collaboration among all health care professionals and others involved in the p&t process. 6) promote the use of evidence-based tools in all aspects of benefit design, formulary development and implementation.

Form 990, Part IX, Line 11G

Contract services 0 2,582 0 internet 0 158 0 license 0 10 0 total 0 2,750 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR PURPOSE IS TO BALANCE VALUE AS WE ENCOURAGE THE USE OF SPECIALTY HEALTHCARE PRODUCTS AND SERVICES TO IMPROVE THE HEALTH OF OUR SOCIETY. AS THE NEED FOR SPECIALTY HEALTHCARE BENEFITS INCREASES, THERE IS A PARALLEL RESPONSIBILITY TO ENSURE UTILIZATION IS APPROPRIATE AND CLINICALLY SOUND. BY BRINGING TOGETHER THE COMMUNITY OF STAKEHOLDERS, WE HOPE TO PROVIDE A PATHWAY TO ALLOW SUSTAINABLE USE OF THESE PRODUCTS AND TO DEFINE FUTURE BENEFIT OPTIONS, DISTRIBUTION SYSTEMS, AND MANAGEMENT TOOLS WHILE WEAVING TOGETHER THE BENEFIT SYSTEMS THAT WILL DELIVER THE RIGHT CARE TO THE RIGHT PATIENT AT THE RIGHT TIME. OUR MEMBERS RECOGNIZE THE USE OF THESE PRODUCTS MAY BE SUSTAINED ONLY WHEN VALUE IS CLEARLY IDENTIFIED. WE SEEK VALUE BY BALANCING THE TRIANGLE OF COST, ACCESS, AND QUALITY FOR THESE PRODUCTS. AS A NONPROFIT ORGANIZATION, WE PROVIDE A FORUM FOR COLLABORATION AMONG PAYERS, VENDORS, AND DISTRIBUTORS IN A DYNAMIC MARKETPLACE. WE DO NOT ENDORSE INDIVIDUAL PRODUCTS OR COMPANIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COUNCIL SEEKS TO FOSTER INTERDISCIPLINARY COLLABORATION AND INFORMATION EXCHANGE IN THE P&T PROCESS. WE SUPPORT EVIDENCE-BASED FORMULARY DEVELOPMENT AND IMPLEMENTATION ACROSS ALL PRACTICE SETTINGS AS KEY ELEMENTS IN VALUE-BASED DESIGN. WE EVALUATE BEST PRACTICES IN P&T ORGANIZATION, PROCESS AND OUTCOMES, AND SHARE WHAT WE LEARN WITH ALL INTERESTED PARTIES. THE BOARD OF TRUSTEES HAS IDENTIFIED SIX STRATEGIC OBJECTIVES FOR THE SOCIETY: 1) SERVE AS A CLEARINGHOUSE AND RESOURCE CENTER TO ENCOURAGE THE EXCHANGE OF INFORMATION NECESSARY FOR THE SUCCESS OF OUR MEMBERS' EFFORTS. 2) ENHANCE THE KNOWLEDGE AND EXPERTISE OF OUR MEMBERS THROUGH CONTINUING EDUCATION AND TRAINING PROGRAMS. 3) SERVE AS A FOCAL POINT FOR POLICY STATEMENTS ON ISSUES OF CONCERN FOR MEMBERS AND THE PUBLIC. 4)DEVELOP PRACTICAL TOOLS THAT ENHANCE OR SIMPLIFY THE P&T COMMITTEE PROCESS. 5) ESTABLISH A FORUM FOR COLLABORATION AMONG ALL HEALTH CARE PROFESSIONALS AND OTHERS INVOLVED IN THE P&T PROCESS. 6) PROMOTE THE USE OF EVIDENCE-BASED TOOLS IN ALL ASPECTS OF BENEFIT DESIGN, FORMULARY DEVELOPMENT AND IMPLEMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COUNCIL SEEKS TO FOSTER INTERDISCIPLINARY COLLABORATION AND INFORMATION EXCHANGE IN THE P&T PROCESS. WE SUPPORT EVIDENCE-BASED FORMULARY DEVELOPMENT AND IMPLEMENTATION ACROSS ALL PRACTICE SETTINGS AS KEY ELEMENTS IN VALUE-BASED DESIGN. WE EVALUATE BEST PRACTICES IN P&T ORGANIZATION, PROCESS AND OUTCOMES, AND SHARE WHAT WE LEARN WITH ALL INTERESTED PARTIES. THE BOARD OF TRUSTEES HAS IDENTIFIED SIX STRATEGIC OBJECTIVES FOR THE SOCIETY: 1) SERVE AS A CLEARINGHOUSE AND RESOURCE CENTER TO ENCOURAGE THE EXCHANGE OF INFORMATION NECESSARY FOR THE SUCCESS OF OUR MEMBERS' EFFORTS. 2) ENHANCE THE KNOWLEDGE AND EXPERTISE OF OUR MEMBERS THROUGH CONTINUING EDUCATION AND TRAINING PROGRAMS. 3) SERVE AS A FOCAL POINT FOR POLICY STATEMENTS ON ISSUES OF CONCERN FOR MEMBERS AND THE PUBLIC. 4)DEVELOP PRACTICAL TOOLS THAT ENHANCE OR SIMPLIFY THE P&T COMMITTEE PROCESS. 5) ESTABLISH A FORUM FOR COLLABORATION AMONG ALL HEALTH CARE PROFESSIONALS AND OTHERS INVOLVED IN THE P&T PROCESS. 6) PROMOTE THE USE OF EVIDENCE-BASED TOOLS IN ALL ASPECTS OF BENEFIT DESIGN, FORMULARY DEVELOPMENT AND IMPLEMENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES 0 2,582 0 INTERNET 0 158 0 LICENSE 0 10 0 TOTAL 0 2,750 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH EICHENHOLZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02019234534
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIALTY HEALTHCARE BENEFITS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDMOND DICLEMENTE CPA
ReturnHeader/ReturnTs02025-05-09T15:41:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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