Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.25x
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$4,319,082
No earlier filing loaded for comparison.
Net Assets
$3,244,993
No earlier filing loaded for comparison.
Liabilities
$1,074,089
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$10,560,336
No earlier filing loaded for comparison.
Expenses
$10,866,895
No earlier filing loaded for comparison.
Net Income
-$306,559
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Nov 1, 2019 to Oct 31, 2020
- Signed
- Sep 13, 2021
- Return Version
- 2019v5.2
- Gross Receipts
- $10,560,336
Mission and Program Overview
Mission
The plan is a self-insured benefit program funded by the employers and participants within the plan. Participants in the plan are current and former employees of the following sponsors: community living options, inc., frances house, inc., unlimited development, inc., achievement unlimited, inc., pinnacle opportunities, inc., pioneer concepts, inc., residential alternatives of illinois, inc., desert health care facilities, inc., and florida living options, inc. Plan assets are held in a voluntary employees' benefit association (veba) trust. The plan is subject to the provisions of the employee retirement income security act of 1974 (erisa), as amended.
To provide medical, short-term disability & death benefits for eligible employees & dependents.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $0 | $3,244,993 | ▲ $3,244,993 |
| Accounts Receivable | $0 | $405,806 | ▲ $405,806 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $0 | $4,319,082 | ▲ $4,319,082 |
| Other Assets Total | $0 | $3,913,276 | ▲ $3,913,276 |
| Liabilities | |||
| Other Liabilities | $0 | $927,821 | ▲ $927,821 |
| Accounts Payable and Accrued Expenses | $0 | $146,268 | ▲ $146,268 |
| Total Liabilities | $0 | $1,074,089 | ▲ $1,074,089 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $0 | $3,244,993 | ▲ $3,244,993 |
| Total Liabilities and Net Assets / Fund Balance | $0 | $4,319,082 | ▲ $4,319,082 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $3,913,276 | - | - |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Ronald Wilson | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $10,560,336
- Investment Income
- $0
- Other Revenue
- $0
- Change in Net Assets
- $-306,559
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $10,560,336
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $41,750
- Total Revenue per Audited Statements
- $10,602,086
- Total Revenue per Form 990
- $10,560,336
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,822,994 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $9,043,901 |
| Insurance | - | - | - | $1,265,501 |
| Fees for Services Accounting | - | - | - | $103,480 |
| Fees for Services Legal | - | - | - | $11,190 |
| Other Expenses | - | - | - | $4,690 |
| Total Functional Expenses | $0 | $0 | $0 | $10,866,895 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $11,184,232 |
| Expenses per Audited Statements | $10,866,895 |
| Total Expenses per Form 990 | $10,866,895 |
| Expenses Not Reported on Form 990 | $317,337 |
| Expenses Not Reported on Financial Statements | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Interested-Person Transactions
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Clo, Inc. Is the Sponsor of Plan a Health Care Plan Trust. | PREMIUMS WERE PAID BY COMMUNITY LIVING OPTIONS, INC. IN THE AMOUNT OF $928,168 TO THE PLAN A HEALTH CARE PLAN TRUST FOR THE FISCAL YEAR ENDING OCTOBER 31, 2020. THE PREMIUM AMOUNT FOR COMMUNITY LIVING OPTIONS, INC. PARTICIPANTS IS THE SAME AS THAT CHARGED TO ALL OTHER PARTICIPANTS IN THE PLAN. COMMUNITY LIVING OPTIONS, INC. RECEIVES NO MONEY FROM THE PLAN A HEALTH CARE PLAN TRUST. RONALD WILSON, THE TRUSTEE OF THE PLAN A HEALTH CARE PLAN TRUST IS THE CHIEF FINANCIAL OFFICER OF COMMUNITY LIVING OPTIONS, INC. THE PLAN A HEALTH CARE PLAN TRUST TRUST PAYS NO COMPENSATION TO THE TRUSTEE OR TO COMMUNITY LIVING OPTIONS, INC. | No | $928,168 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Benefits Payable | $927,821 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Audit committee
- Yes
- Business relationship with 35% controlled entity
- 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, Part VI, Section A, Line 8A
“The nature of the entity does not require regularly scheduled and structured meetings with the trustee. The purpose of the entity is to act as a conduit for medical benefit premiums to be used for payment of medical claims of the participants. The trustee oversees the receipt of premiums and the payment of benefits as required, and also makes certain that the third party administrator fulfills its responsibilities.”
Form 990, Part VI, Section A, Line 8B
“The nature of the entity does not require regularly scheduled and structured meetings with the trustee. The purpose of the entity is to act as a conduit for medical benefit premiums to be used for payment of medical claims of the participants. The trustee oversees the receipt of premiums and the payment of benefits as required, and also makes certain that the third party administrator fulfills its responsibilities.”
Form 990, Part VI, Section B, Line 11B
“The trustee receives a paper copy of form 990 for their review and comment prior to its filing.”
Form 990, Part VI, Section C, Line 18
“A paper copy of form 990 is provided upon request. The organization's form 990 is also available via the guidestar.org website.”
Form 990, Part VI, Section C, Line 19
“The organization does not make its governing documents and financial statements available to the public except through public filing requirements.”
FORM 990, PART VI, SECTION B, LINE 12A:
“A conflict of interest policy is not required for this entity. The trustee receives no payments or compensation from the plan a health care plan trust. The trustee is employed by rfms, inc. And rfms, inc., provides administrative services to the plan free of charge.”
FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B:
“The trustee devotes a portion of the average hours per week to the related organizations listed on schedule r. However, the actual hours attributable to these related organizations is not specifically tracked. The hours reported in column b are a reasonable estimate, and the trustee normally devotes less than one hour per week to the plan a health care plan trust.”
FORM 990, PART VIII, LINE 3 AND PART V, LINE 3A:
“The organization is not subject to unrelated business income tax on investment income under section 512(a)(3)(e)(iii). Substantially all of the contributions to the plan a health care plan trust are made by employers who were exempt from tax throughout the 5-taxable-year period ending with the taxable year in which the contributions are made.”
Filing and Contact Details
Filer
- Filer Name
- Plan a Health Care Plan Trust
- EIN
- 36-7742028
- Phone
- 3093431550
- Address
- 285 S FARNHAM ST, GALESBURG, IL 61401
Signing Officer
- Name
- Ronald Wilson
- Title
- Trustee
- Phone
- 3093431550
- Signed
- 2021-09-13
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Ronald Wilson
- Formed
- 2019
- Legal Domicile
- Il
- Voting Board Members
- 1
- Independent Board Members
- 1
- Employees
- 0
- Volunteers
- 1
Preparer
- Firm
- Rsm US Llp
- Address
- 117 E MAIN ST SUITE 210, GALESBURG, IL 61401
- Preparer
- Michael Bass
- Phone
- 3093428026
Supplemental Narrative
Additional Explanations
FORM 990, PART V, LINE 1A:
“The third party administrator for the plan a health care plan trust files joint forms 1099 for all plans under their administration.”
FORM 990, PART XI, LINE 9:
“Transfer of assets from rfms medical benefit plan trust (ein: 36-7042729) 3,551,552.”
FORM 990, PART XII, LINE 2C:
“The process for oversight of the audit and selection of independent accountant is that the two trustees make arrangements for the audit, however the organization does not have a seperate audit committee.”
Financial Statement Notes
PART X, LINE 2:
“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 it has taken an uncertain position that more likely than not would be sustained upon examination. Management has evaluated the plan's tax positions and concluded that the plan has maintained its tax exempt status and has taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. With few exceptions, the plan is subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress.”
PART XI, LINE 2D - OTHER ADJUSTMENTS:
“Revenue reported on rfms medical beneft plan trust form 990 (ein:36-7042729) 41,750.”
PART XII, LINE 2D - OTHER ADJUSTMENTS:
“Decrease in estimated obligations for claims incurred but not reported 317,337.”
Raw XML Appendix304 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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| IRS990/FormationYr | 0 | 2019 |
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| IRS990/IndoorTanningServicesInd | 0 | 0 |
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| IRS990/InitialReturnInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1265501 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
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| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 0 |
| IRS990/MissionDesc | 0 | THE PLAN IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: COMMUNITY LIVING OPTIONS, INC., FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., ACHIEVEMENT UNLIMITED, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., DESERT HEALTH CARE FACILITIES, INC., AND FLORIDA LIVING OPTIONS, INC. PLAN ASSETS ARE HELD IN A VOLUNTARY EMPLOYEES' BENEFIT ASSOCIATION (VEBA) TRUST. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED. |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION. MANAGEMENT HAS EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | REVENUE REPORTED ON RFMS MEDICAL BENEFT PLAN TRUST FORM 990 (EIN:36-7042729) 41,750. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | DECREASE IN ESTIMATED OBLIGATIONS FOR CLAIMS INCURRED BUT NOT REPORTED 317,337. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
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| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | PREMIUMS WERE PAID BY COMMUNITY LIVING OPTIONS, INC. IN THE AMOUNT OF $928,168 TO THE PLAN A HEALTH CARE PLAN TRUST FOR THE FISCAL YEAR ENDING OCTOBER 31, 2020. THE PREMIUM AMOUNT FOR COMMUNITY LIVING OPTIONS, INC. PARTICIPANTS IS THE SAME AS THAT CHARGED TO ALL OTHER PARTICIPANTS IN THE PLAN. COMMUNITY LIVING OPTIONS, INC. RECEIVES NO MONEY FROM THE PLAN A HEALTH CARE PLAN TRUST. RONALD WILSON, THE TRUSTEE OF THE PLAN A HEALTH CARE PLAN TRUST IS THE CHIEF FINANCIAL OFFICER OF COMMUNITY LIVING OPTIONS, INC. THE PLAN A HEALTH CARE PLAN TRUST TRUST PAYS NO COMPENSATION TO THE TRUSTEE OR TO COMMUNITY LIVING OPTIONS, INC. |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE THIRD PARTY ADMINISTRATOR FOR THE PLAN A HEALTH CARE PLAN TRUST FILES JOINT FORMS 1099 FOR ALL PLANS UNDER THEIR ADMINISTRATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE NATURE OF THE ENTITY DOES NOT REQUIRE REGULARLY SCHEDULED AND STRUCTURED MEETINGS WITH THE TRUSTEE. THE PURPOSE OF THE ENTITY IS TO ACT AS A CONDUIT FOR MEDICAL BENEFIT PREMIUMS TO BE USED FOR PAYMENT OF MEDICAL CLAIMS OF THE PARTICIPANTS. THE TRUSTEE OVERSEES THE RECEIPT OF PREMIUMS AND THE PAYMENT OF BENEFITS AS REQUIRED, AND ALSO MAKES CERTAIN THAT THE THIRD PARTY ADMINISTRATOR FULFILLS ITS RESPONSIBILITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE NATURE OF THE ENTITY DOES NOT REQUIRE REGULARLY SCHEDULED AND STRUCTURED MEETINGS WITH THE TRUSTEE. THE PURPOSE OF THE ENTITY IS TO ACT AS A CONDUIT FOR MEDICAL BENEFIT PREMIUMS TO BE USED FOR PAYMENT OF MEDICAL CLAIMS OF THE PARTICIPANTS. THE TRUSTEE OVERSEES THE RECEIPT OF PREMIUMS AND THE PAYMENT OF BENEFITS AS REQUIRED, AND ALSO MAKES CERTAIN THAT THE THIRD PARTY ADMINISTRATOR FULFILLS ITS RESPONSIBILITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUSTEE RECEIVES A PAPER COPY OF FORM 990 FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | A PAPER COPY OF FORM 990 IS PROVIDED UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE VIA THE GUIDESTAR.ORG WEBSITE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT THROUGH PUBLIC FILING REQUIREMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | A CONFLICT OF INTEREST POLICY IS NOT REQUIRED FOR THIS ENTITY. THE TRUSTEE RECEIVES NO PAYMENTS OR COMPENSATION FROM THE PLAN A HEALTH CARE PLAN TRUST. THE TRUSTEE IS EMPLOYED BY RFMS, INC. AND RFMS, INC., PROVIDES ADMINISTRATIVE SERVICES TO THE PLAN FREE OF CHARGE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE TRUSTEE DEVOTES A PORTION OF THE AVERAGE HOURS PER WEEK TO THE RELATED ORGANIZATIONS LISTED ON SCHEDULE R. HOWEVER, THE ACTUAL HOURS ATTRIBUTABLE TO THESE RELATED ORGANIZATIONS IS NOT SPECIFICALLY TRACKED. THE HOURS REPORTED IN COLUMN B ARE A REASONABLE ESTIMATE, AND THE TRUSTEE NORMALLY DEVOTES LESS THAN ONE HOUR PER WEEK TO THE PLAN A HEALTH CARE PLAN TRUST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX ON INVESTMENT INCOME UNDER SECTION 512(A)(3)(E)(III). SUBSTANTIALLY ALL OF THE CONTRIBUTIONS TO THE PLAN A HEALTH CARE PLAN TRUST ARE MADE BY EMPLOYERS WHO WERE EXEMPT FROM TAX THROUGHOUT THE 5-TAXABLE-YEAR PERIOD ENDING WITH THE TAXABLE YEAR IN WHICH THE CONTRIBUTIONS ARE MADE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | TRANSFER OF ASSETS FROM RFMS MEDICAL BENEFIT PLAN TRUST (EIN: 36-7042729) 3,551,552. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT IS THAT THE TWO TRUSTEES MAKE ARRANGEMENTS FOR THE AUDIT, HOWEVER THE ORGANIZATION DOES NOT HAVE A SEPERATE AUDIT COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART V, LINE 1A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VI, SECTION B, LINE 12A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART VIII, LINE 3 AND PART V, LINE 3A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | COMMUNITY LIVING OPTIONS INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | RESIDENTIAL ALTERNATIVES OF ILLINOIS INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | UNLIMITED DEVELOPMENT INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | FRANCES HOUSE INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 4 | ACHIEVEMENT UNLIMITED INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 5 | PINNACLE OPPORTUNITIES INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 6 | PIONEER CONCEPTS INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 7 | DESERT HEALTH CARE FACILITIES INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 8 | FLORIDA LIVING OPTIONS INC |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R, PART IV: |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsEOYAmt | 0 | 4319082 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4319082 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 10866895 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1074089 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1074089 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3244993 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 10560336 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10560336 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 10560336 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 1 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4319082 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 285 S FARNHAM ST |
| IRS990/USAddress/CityNm | 0 | GALESBURG |
| IRS990/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/USAddress/ZIPCd | 0 | 61401 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RONALD WILSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3093431550 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-09-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PLAN A HEALTH CARE PLAN TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PLAN |
| ReturnHeader/Filer/EIN | 0 | 367742028 |
| ReturnHeader/Filer/PhoneNum | 0 | 3093431550 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 285 S FARNHAM ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GALESBURG |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 61401 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 420714325 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RSM US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 117 E MAIN ST SUITE 210 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GALESBURG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 61401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3093428026 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-09-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL BASS |
| ReturnHeader/ReturnTs | 0 | 2021-09-14T16:11:49-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-10-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $4,319,082
- Liabilities
- $1,074,089
- Net assets
- $3,244,993
- Revenue
- $10,560,336
- Expenses
- $10,866,895
- Net income
- -$306,559