Civic Intelligence

Compensation Advisory Organization of Michigan

990 • Fiscal year 2016 • EIN 38-2435780

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 3337Livonia, MI 48151-3337

(734) 462-9600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,344,986

Up $580,856 (+12%) from 2015

Net Assets

Up

$1,159,218

Up $129,926 (+13%) from 2015

Liabilities

Up

$4,185,768

Up $450,930 (+12%) from 2015

Revenue And Expenses

Revenue

Up

$3,185,775

Up $13,846 (+0.4%) from 2015

Expenses

Down

$1,989,325

Down $616,290 (-24%) from 2015

Net Income

Up

$1,196,450

Up $630,136 (+111%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $12,985,623Liabilities 2010: $12,075,745Net Assets 2010: $909,8782010Assets 2011: $15,227,090Liabilities 2011: $14,249,053Net Assets 2011: $978,0372011Assets 2012: $20,185,193Liabilities 2012: $19,360,621Net Assets 2012: $824,5722012Assets 2013: $14,762,898Liabilities 2013: $13,679,212Net Assets 2013: $1,083,6862013Assets 2014: $13,087,179Liabilities 2014: $11,910,866Net Assets 2014: $1,176,3132014Assets 2015: $4,764,130Liabilities 2015: $3,734,838Net Assets 2015: $1,029,2922015Assets 2016: $5,344,986Liabilities 2016: $4,185,768Net Assets 2016: $1,159,2182016Assets 2017: $4,433,823Liabilities 2017: $3,680,795Net Assets 2017: $753,0282017Assets 2018: $5,600,979Liabilities 2018: $4,433,135Net Assets 2018: $1,167,8442018Assets 2019: $5,655,528Liabilities 2019: $4,523,214Net Assets 2019: $1,132,3142019Assets 2020: $5,913,184Liabilities 2020: $4,578,722Net Assets 2020: $1,334,4622020Assets 2021: $4,498,883Liabilities 2021: $3,214,707Net Assets 2021: $1,284,1762021Assets 2022: $4,551,303Liabilities 2022: $3,499,751Net Assets 2022: $1,051,5522022Assets 2023: $4,709,210Liabilities 2023: $2,911,111Net Assets 2023: $1,798,0992023Assets 2024: $5,402,044Liabilities 2024: $3,343,621Net Assets 2024: $2,058,4232024

Highlighted filing

2016

Assets$5,344,986
Liabilities$4,185,768
Net Assets$1,159,218

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $2,621,0602010Revenue 2011: $3,457,374Expenses 2011: $2,598,994Net Income 2011: $858,3802011Expenses 2012: $2,637,1922012Revenue 2013: $3,934,723Expenses 2013: $2,864,564Net Income 2013: $1,070,1592013Revenue 2014: $3,611,162Expenses 2014: $2,441,857Net Income 2014: $1,169,3052014Revenue 2015: $3,171,929Expenses 2015: $2,605,615Net Income 2015: $566,3142015Revenue 2016: $3,185,775Expenses 2016: $1,989,325Net Income 2016: $1,196,4502016Revenue 2017: $3,046,678Expenses 2017: $2,293,721Net Income 2017: $752,9572017Revenue 2018: $3,277,413Expenses 2018: $2,115,674Net Income 2018: $1,161,7392018Revenue 2019: $3,324,678Expenses 2019: $2,278,333Net Income 2019: $1,046,3452019Revenue 2020: $3,388,894Expenses 2020: $2,250,362Net Income 2020: $1,138,5322020Revenue 2021: $3,366,678Expenses 2021: $2,206,587Net Income 2021: $1,160,0912021Revenue 2022: $3,240,697Expenses 2022: $2,128,093Net Income 2022: $1,112,6042022Revenue 2023: $3,548,680Expenses 2023: $2,109,688Net Income 2023: $1,438,9922023Revenue 2024: $3,809,045Expenses 2024: $2,305,318Net Income 2024: $1,503,7272024

Highlighted filing

2016

Revenue$3,185,775
Expenses$1,989,325
Net Income$1,196,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$3,200,634
Mission and Program Overview

Mission

Business organization for the purpose of accumulating, summarizing, and distributing workers' compensation insurance premium, loss, and other information to member companies writing workers' compensation business in michigan.

To provide the assoc. Members with workers compensation insurance data and other information

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,209,254$3,091,416▼ $117,838
Cash and Non-Interest-Bearing Accounts$1,465,834$1,353,204▼ $112,630
Investments Other Securities$1,000$774,241▲ $773,241
Land, Buildings, and Equipment, Net$82,783$84,635▲ $1,852
Prepaid Expenses and Deferred Charges$5,259$37,370▲ $32,111
Total Assets$4,764,130$5,344,986▲ $580,856
Other Assets Total$0$4,120▲ $4,120
Liabilities
Other Liabilities$3,629,550$4,079,152▲ $449,602
Accounts Payable and Accrued Expenses$97,008$87,119▼ $9,889
Unsecured Notes Loans Payable$8,280$19,497▲ $11,217
Total Liabilities$3,734,838$4,185,768▲ $450,930
Net Assets / Fund Balance
Unrestricted Net Assets$1,029,292$1,159,218▲ $129,926
Total Net Assets Fund Balance$1,029,292$1,159,218▲ $129,926
Total Liabilities and Net Assets / Fund Balance$4,764,130$5,344,986▲ $580,856

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$84,635$1,597,690$1,682,325
Other Securities$773,241--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon HeikkinenPresident (former)PT$218,041$38,927$256,968
Gary ThompsonSecretary / Vice PresidentPT$164,193$27,972$192,165
Alex BedowayVice President / Board MemberPT$133,775$33,776$167,551

Board Members and Trustees

NameTitle
Becky HolnagelBoard Member
Dave BrueckmanBoard Member
David HostetterBoard Member
Gena SampsonBoard Member
Kathy MuedderBoARD MEMBER
Mark HomrichboaRD MEMBER
Paul AndersonBoard Member
Steve ZrebiecBoard Member
Tim TrafecantyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,186,178
Investment Income
$-6,877
Other Revenue
$6,474
Change in Net Assets
$1,196,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,185,775
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-44,002
Total Revenue per Audited Statements
$3,141,773
Total Revenue per Form 990
$3,185,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,372,903
Other Expenses$616,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$759,225--$759,225
Fees for Services Other$380,690--$380,690
Current Officers, Directors, Trustees, and Key Employees$277,508--$277,508
Other Employee Benefits$170,966--$170,966
Pension Plan Contributions$91,628--$91,628
Occupancy$84,975--$84,975
Payroll Taxes$73,576--$73,576
Information Technology$58,865--$58,865
Insurance$18,684--$18,684
Fees for Services Legal$17,315--$17,315
Conferences and Meetings$14,250--$14,250
Depreciation Depletion$11,771--$11,771
Office Expenses$9,239--$9,239
Fees for Services Accounting$8,325--$8,325
Other Expenses$6,500--$6,500
Travel$5,685--$5,685
Interest$123--$123
Total Functional Expenses$1,989,325$0$0$1,989,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,011,847
Expenses per Audited Statements$1,989,325
Total Expenses per Form 990$1,989,325
Expenses Not Reported on Form 990$1,022,522
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 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
accrued pension liability$2,960,307
accrued post-retirement benefit obligation liability$1,118,845
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, line 6

The organization has voting members

Form 990, Part VI, Section A, line 7A

All board members may vote or elect other members

Form 990, Part VI, Section B, line 11B

The organization places a copy of the form 990 on its website for the governing body to review before filing the form

Form 990, Part VI, Section B, line 12C

A conflict of interest checklist is completed annually by each board member

Form 990, Part VI, Section B, line 15

Compensation packages are reviewed annually by board members

Form 990, Part VI, Section C, line 18

Form 990 is posted on the organization's website with members only access, it is sent to the insurance commissioner for public display and the organization will also provide copies upon request.

Form 990, Part VI, Section C, line 19

Governing documents, form 990, and conflict of interest policies are posted on the website with members only access. Form 990 is sent to the insurance commissioner for public display.

Filing and Contact Details

Filer

Filer Name
Compensation Advisory
EIN
38-2435780
Phone
7344629600
Address
PO Box 3337, Livonia, MI 48151-3337

Signing Officer

Name
Dave Brueckman
Title
President
Phone
7344629600
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Brueckman
Formed
1983
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
31
Volunteers
0

Preparer

Firm
UHY Advisors MI Inc
Address
27725 Stansbury Blvd Suite 210, Farmington Hills, MI 48334
Preparer
Michael Santicchia
Phone
2483550280
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

OTHER PROFESSIONAL FEES: Program service expenses 117,926. Management and general expenses 0. Fundraising expenses 0. Total expenses 117,926. cooperative joint ventures: Program service expenses 262,764. Management and general expenses 0. Fundraising expenses 0. Total expenses 262,764.

Form 990, Part XI, line 9:

prior year reapportionment -1,022,522.

Part XII, Line 2C

The process for the oversight of the audit and selection of the independent auditor have not changed during the year.

Financial Statement Notes

Part X, Line 2:

The Organization adopted ASC guidance regarding accounting for uncertainty in income taxes that clarifies the accounting for income taxes by prescribing the minimum recognition threshold an income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two-step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based upon technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. At December 31, 2016, there were no uncertain tax positions that required accrual.

Part XII, Line 2D - Other Adjustments:

prior year reapportionment 1,022,522.

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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7884
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7884
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-44002
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt084975
IRS990/OccupancyGrp/TotalAmt084975
IRS990/OfficeExpensesGrp/ProgramServicesAmt09239
IRS990/OfficeExpensesGrp/TotalAmt09239
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt04120
IRS990/OtherChangesInNetAssetsAmt0-1022522
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0170966
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0170966
IRS990/OtherExpensesGrp/Desc0EQUIPMENT MAINTENANCE A
IRS990/OtherExpensesGrp/ProgramServicesAmt06500
IRS990/OtherExpensesGrp/TotalAmt06500
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt03629550
IRS990/OtherLiabilitiesGrp/EOYAmt04079152
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/Desc0EQUIPMENT USAGE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06474
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06474
IRS990/OtherRevenueTotalAmt06474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0759225
IRS990/OtherSalariesAndWagesGrp/TotalAmt0759225
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt073576
IRS990/PayrollTaxesGrp/TotalAmt073576
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091628
IRS990/PensionPlanContributionsGrp/TotalAmt091628
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05259
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037370
IRS990/PrincipalOfficerNm0DAVE BRUECKMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1other fees
IRS990/ProgramServiceRevenueGrp/Desc2membership fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02554553
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1535375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt296250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02554553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1535375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt296250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-7386
IRS990/PYOtherExpensesAmt0714591
IRS990/PYOtherRevenueAmt048758
IRS990/PYProgramServiceRevenueAmt03130557
IRS990/PYRevenuesLessExpensesAmt0566314
IRS990/PYSalariesCompEmpBnftPaidAmt01891024
IRS990/PYTotalExpensesAmt02605615
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03171929
IRS990/ReconcilationRevenueExpnssAmt01196450
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03186178
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt084635
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01597690
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01682325
IRS990ScheduleD/ExpensesNotReportedAmt01022522
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01989325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-44002
IRS990ScheduleD/OtherExpensesIncludedAmt01022522
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02960307
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11118845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0accrued pension liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1accrued post-retirement benefit obligation liability
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1773241
IRS990ScheduleD/OtherSecuritiesGrp/Desc0investment in cdx llc
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT - MONEY MARKET, BOND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-44002
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03185775
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization adopted ASC guidance regarding accounting for uncertainty in income taxes that clarifies the accounting for income taxes by prescribing the minimum recognition threshold an income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two-step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based upon technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. At December 31, 2016, there were no uncertain tax positions that required accrual.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1prior year reapportionment 1,022,522.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt084635
IRS990ScheduleD/TotalBookValueSecuritiesAmt0774241
IRS990ScheduleD/TotalExpensesPerForm990Amt01989325
IRS990ScheduleD/TotalLiabilityAmt04079152
IRS990ScheduleD/TotalRevenuePerForm990Amt03185775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03141773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03011847
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0164193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1133775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2218041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09820
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt212993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt219619
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt110625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt26315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY THOMPSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ALEX BEDOWAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JON HEIKKINEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY / VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT / BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2PRESIDENT (FORMER)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0192165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1167551
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2256968
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS VOTING MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS MAY VOTE OR ELECT OTHER MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PLACES A COPY OF THE FORM 990 ON ITS WEBSITE FOR THE GOVERNING BODY TO REVIEW BEFORE FILING THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CONFLICT OF INTEREST CHECKLIST IS COMPLETED ANNUALLY BY EACH BOARD MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION PACKAGES ARE REVIEWED ANNUALLY BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE WITH MEMBERS ONLY ACCESS, IT IS SENT TO THE INSURANCE COMMISSIONER FOR PUBLIC DISPLAY AND THE ORGANIZATION WILL ALSO PROVIDE COPIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, FORM 990, AND CONFLICT OF INTEREST POLICIES ARE POSTED ON THE WEBSITE WITH MEMBERS ONLY ACCESS. FORM 990 IS SENT TO THE INSURANCE COMMISSIONER FOR PUBLIC DISPLAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER PROFESSIONAL FEES: Program service expenses 117,926. Management and general expenses 0. Fundraising expenses 0. Total expenses 117,926. cooperative joint ventures: Program service expenses 262,764. Management and general expenses 0. Fundraising expenses 0. Total expenses 262,764.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8prior year reapportionment -1,022,522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The process for the oversight of the audit and selection of the independent auditor have not changed during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$3.34$2.06$3.81$2.31$1.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$2.91$1.80$3.55$2.11$1.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$3.50$1.05$3.24$2.13$1.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$3.21$1.28$3.37$2.21$1.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$4.58$1.33$3.39$2.25$1.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$4.52$1.13$3.32$2.28$1.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$4.43$1.17$3.28$2.12$1.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$3.68$0.75$3.05$2.29$0.75
2016Detailed filing. Detailed filing data is available for this year.$5.34$4.19$1.16$3.19$1.99$1.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$3.73$1.03$3.17$2.61$0.57
2014Detailed filing. Detailed filing data is available for this year.$13.1$11.9$1.18$3.61$2.44$1.17
2013Detailed filing. Detailed filing data is available for this year.$14.8$13.7$1.08$3.93$2.86$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$19.4$0.82$2.64
2011Summary only. Only limited summary data is available for this year.$15.2$14.2$0.98$3.46$2.60$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$12.1$0.91$2.62
Peer Organizations

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