Civic Intelligence

Aepc

990 • Fiscal year 2023 • EIN 38-3243684

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
PO Box 1416Birmingham, MI 48012

(248) 792-2187

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

8.8%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$151,590

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

22%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$2,316,393

Up $185,055 (+8.7%) from 2022

Net Assets

Up

$2,316,393

Up $185,055 (+8.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin58th percentile

Revenue

Up

$450,842

Up $81,787 (+22%) from 2022

Expenses

Up

$411,067

Up $2,157 (+0.5%) from 2022

Net Income

Up

$39,775

Up $79,630 (+200%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $509,122Liabilities 2010: $1,591Net Assets 2010: $507,5312010Assets 2011: $548,092Liabilities 2011: $0Net Assets 2011: $548,0922011Assets 2012: $663,445Liabilities 2012: $0Net Assets 2012: $663,4452012Assets 2013: $760,099Liabilities 2013: $0Net Assets 2013: $760,0992013Assets 2014: $919,016Liabilities 2014: $0Net Assets 2014: $919,0162014Assets 2015: $1,161,855Liabilities 2015: $0Net Assets 2015: $1,161,8552015Assets 2016: $1,351,374Liabilities 2016: $0Net Assets 2016: $1,351,3742016Assets 2017: $1,616,766Liabilities 2017: $0Net Assets 2017: $1,616,7662017Assets 2018: $1,589,562Liabilities 2018: $0Net Assets 2018: $1,589,5622018Assets 2019: $2,042,708Liabilities 2019: $0Net Assets 2019: $2,042,7082019Assets 2020: $2,293,346Liabilities 2020: $0Net Assets 2020: $2,293,3462020Assets 2021: $2,431,624Liabilities 2021: $0Net Assets 2021: $2,431,6242021Assets 2022: $2,131,338Liabilities 2022: $0Net Assets 2022: $2,131,3382022Assets 2023: $2,316,393Liabilities 2023: $0Net Assets 2023: $2,316,3932023Assets 2024: $2,462,749Liabilities 2024: $0Net Assets 2024: $2,462,7492024

Highlighted filing

2023

Assets$2,316,393
Liabilities$0
Net Assets$2,316,393
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $235,413Expenses 2010: $300,841Net Income 2010: -$65,4282010Expenses 2011: $222,2482011Revenue 2012: $267,148Expenses 2012: $151,169Net Income 2012: $115,9792012Revenue 2013: $320,470Expenses 2013: $229,865Net Income 2013: $90,6052013Revenue 2014: $470,947Expenses 2014: $320,120Net Income 2014: $150,8272014Revenue 2015: $535,785Expenses 2015: $274,406Net Income 2015: $261,3792015Revenue 2016: $488,160Expenses 2016: $306,750Net Income 2016: $181,4102016Revenue 2017: $528,021Expenses 2017: $372,594Net Income 2017: $155,4272017Revenue 2018: $424,861Expenses 2018: $361,648Net Income 2018: $63,2132018Revenue 2019: $660,281Expenses 2019: $352,375Net Income 2019: $307,9062019Revenue 2020: $513,193Expenses 2020: $355,759Net Income 2020: $157,4342020Revenue 2021: $468,343Expenses 2021: $406,946Net Income 2021: $61,3972021Revenue 2022: $369,055Expenses 2022: $408,910Net Income 2022: -$39,8552022Revenue 2023: $450,842Expenses 2023: $411,067Net Income 2023: $39,7752023Revenue 2024: $463,151Expenses 2024: $415,799Net Income 2024: $47,3522024

Highlighted filing

2023

Revenue$450,842
Expenses$411,067
Net Income$39,775
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$450,842
Mission and Program Overview

Mission

Enhance the quality of medical care and control the cost of health benefits provided to workers and their families under collective bargaining agreements.

Improve health care provided to union workers and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,962,841$2,189,088▲ $226,247
Cash and Non-Interest-Bearing Accounts$96,171$69,847▼ $26,324
Savings and Temporary Cash Investments$72,326$57,458▼ $14,868
Total Assets$2,131,338$2,316,393▲ $185,055
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,131,338$2,316,393▲ $185,055
Total Net Assets Fund Balance$2,131,338$2,316,393▲ $185,055
Total Liabilities and Net Assets / Fund Balance$2,131,338$2,316,393▲ $185,055
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne DanielsPresidentFT$125,127$26,463$151,590

Board Members and Trustees

NameTitle
Tim OchalekChairman
Heather CarmanAt-large Director
Nancy PapetAt-large Director
Richard BurkerAt-large Director
Aaron PistorDirector
Cherrie BoomsDirector
Curt McgloneDirector
Dan PedersonDirector
Daniela JanceskiDirector
Diane PizzoDirector
Gary PetroniDirector
James ShawDirector
Jeremiah GrossDirector
Kyle StallmanDirector
Melissa BakerDirector
Miikelle MitchellDirector
Phillip MooreDirector
Rick IsaacsonDirector
Sherrian GreenwoodDirector
Steven KaplanDirector
Johnny MicklesSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Remedy AnalyticsConsulting ServicesPO BOX 630, New Canaan, CT 06840$105,167
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$374,250
Investment Income
$76,592
Other Revenue
$0
Change in Net Assets
$39,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$440,348
Revenue Not Reported on Financial Statements
$10,494
Revenue Not Reported on Form 990
$145,280
Total Revenue per Audited Statements
$585,628
Total Revenue per Form 990
$450,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,624
Salaries, Compensation, and Employee Benefits$187,443
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$174,512
Fees for Services Other---$103,380
Advertising---$79,965
Fees for Services Accounting---$13,731
Payroll Taxes---$12,931
Fees for Service Investment Mgmnt Fees---$10,494
Office Expenses---$8,748
Insurance---$3,660
Other Expenses---$500
Travel---$205
Total Functional Expenses$0$0$0$411,067

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$436,376
Total Expenses per Form 990$411,067
Expenses per Audited Statements$400,573
Expenses Not Reported on Form 990$35,803
Expenses Not Reported on Financial Statements$10,494
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The directors are the members of the organization.”

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

“The members are responsible for electing the governing board.”

Form 990, Part VI, Section A, Line 7B

“Decisions regarding governance needs approval by the members before any actions can be taken.”

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

“Form 990 is reviewed by the president and legal counsel. The form 990 is also provided to board for review, but not formally reviewed during a board of directors meeting.”

Form 990, Part VI, Section B, Line 15A

“Compensation for president is approved by board of directors after review of comparability data and contemporaneous substantiation of deliberation and decision. The last approved employment agreement was effective 2018.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Aepc
EIN
38-3243684
Phone
2487922187
Address
PO BOX 1416, BIRMINGHAM, MI 48012

Signing Officer

Name
Suzanne Daniels Phd
Title
President
Phone
2487922187
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Daniels Phd
Formed
1995
Legal Domicile
Mi
Voting Board Members
21
Independent Board Members
21
Employees
1
Volunteers
21

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Amy Ciminello
Phone
2483757100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Pharmacy benefit consulting fees 100,904. Other fees 2,476.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Accrual to cash conversion 35,803.”

Raw XML AppendixShowing 400 of 469 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT-LARGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14AT-LARGE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0450842
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03660
IRS990/InvestmentIncomeGrp/ExclusionAmt076592
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076592
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01962841
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02189088
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENHANCE THE QUALITY OF MEDICAL CARE AND CONTROL THE COST OF HEALTH BENEFITS PROVIDED TO WORKERS AND THEIR FAMILIES UNDER COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02131338
IRS990/NetAssetsOrFundBalancesEOYAmt02316393
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0145280
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02131338
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02316393
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt08748
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1NATIONAL LABOR ALLIANCE
IRS990/OtherExpensesGrp/TotalAmt02941
IRS990/OtherExpensesGrp/TotalAmt1500
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt012931
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUZANNE DANIELS PHD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM PARTICIPATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0374250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0374250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031359
IRS990/PYOtherExpensesAmt0245295
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0337696
IRS990/PYRevenuesLessExpensesAmt0-39855
IRS990/PYSalariesCompEmpBnftPaidAmt0163615
IRS990/PYTotalExpensesAmt0408910
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0369055
IRS990/ReconcilationRevenueExpnssAmt039775
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072326
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057458
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt035803
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010494
IRS990ScheduleD/ExpensesSubtotalAmt0400573
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010494
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010494
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0145280
IRS990ScheduleD/OtherExpensesIncludedAmt035803
IRS990ScheduleD/RevenueNotReportedAmt0145280
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010494
IRS990ScheduleD/RevenueSubtotalAmt0440348
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCRUAL TO CASH CONVERSION 35,803.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0411067
IRS990ScheduleD/TotalRevenuePerForm990Amt0450842
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0585628
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0436376
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0125127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUZANNE DANIELS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTORS ARE THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ARE RESPONSIBLE FOR ELECTING THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS REGARDING GOVERNANCE NEEDS APPROVAL BY THE MEMBERS BEFORE ANY ACTIONS CAN BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE PRESIDENT AND LEGAL COUNSEL. THE FORM 990 IS ALSO PROVIDED TO BOARD FOR REVIEW, BUT NOT FORMALLY REVIEWED DURING A BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR PRESIDENT IS APPROVED BY BOARD OF DIRECTORS AFTER REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISION. THE LAST APPROVED EMPLOYMENT AGREEMENT WAS EFFECTIVE 2018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PHARMACY BENEFIT CONSULTING FEES 100,904. OTHER FEES 2,476.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,316,393
Liabilities
$0
Net assets
$2,316,393
Revenue
$450,842
Expenses
$411,067
Net income
$39,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.46$0.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.45$0.41$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.37$0.41$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.47$0.41$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.51$0.36$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.66$0.35$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.42$0.36$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.53$0.37$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.49$0.31$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.54$0.27$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.47$0.32$0.15
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.76$0.00$0.76$0.32$0.23$0.09
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.27$0.15$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.22
2010Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.24$0.30$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)5 • $1M-$5M nonprofits