Civic Intelligence

Independent Care Group Plus Trust

990 • Fiscal year 2017 • EIN 46-6767875

Jun 01, 2016 to May 31, 2017 • Filed on Oct 31, 2017

Organization ProfileN/A

View Organization Page

2535 Kennedy BlvdJersey City, NJ 07304

(201) 795-5500

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.15x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.08x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

27th percentile

-0.8%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-7.4%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$4,826,831

Down $40,691 (-0.8%) from 2016

Net Assets

Up

$4,081,745

Up $819,180 (+25%) from 2016

Liabilities

Down

$745,086

Down $859,871 (-54%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin59th percentile

Revenue

Down

$9,850,266

Down $792,386 (-7.4%) from 2016

Expenses

Down

$9,027,597

Down $1,459,055 (-14%) from 2016

Net Income

Up

$822,669

Up $666,669 (+427%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$10M$5.0M$0-$5.0MAssets 2015: $4,267,244Liabilities 2015: $1,160,679Net Assets 2015: $3,106,5652015Assets 2016: $4,867,522Liabilities 2016: $1,604,957Net Assets 2016: $3,262,5652016Assets 2017: $4,826,831Liabilities 2017: $745,086Net Assets 2017: $4,081,7452017Assets 2018: $5,649,500Liabilities 2018: $745,086Net Assets 2018: $4,904,4142018Assets 2019: $7,057,394Liabilities 2019: $3,595,423Net Assets 2019: $3,461,9712019Assets 2020: $6,102,339Liabilities 2020: $2,923,027Net Assets 2020: $3,179,3122020Assets 2021: $6,129,866Liabilities 2021: $2,800,605Net Assets 2021: $3,329,2612021Assets 2022: $7,101,000Liabilities 2022: $2,413,534Net Assets 2022: $4,687,4662022Assets 2023: $5,619,664Liabilities 2023: $3,864,470Net Assets 2023: $1,755,1942023Assets 2024: $4,797,428Liabilities 2024: $3,606,682Net Assets 2024: $1,190,7462024Assets 2025: $2,419,147Liabilities 2025: $4,801,044Net Assets 2025: -$2,381,8972025

Highlighted filing

2017

Assets$4,826,831
Liabilities$745,086
Net Assets$4,081,745
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $10,991,747Expenses 2015: $7,885,182Net Income 2015: $3,106,5652015Revenue 2016: $10,642,652Expenses 2016: $10,486,652Net Income 2016: $156,0002016Revenue 2017: $9,850,266Expenses 2017: $9,027,597Net Income 2017: $822,6692017Revenue 2018: $9,850,266Expenses 2018: $9,027,597Net Income 2018: $822,6692018Revenue 2019: $9,630,709Expenses 2019: $8,725,368Net Income 2019: $905,3412019Revenue 2020: $8,827,774Expenses 2020: $9,110,433Net Income 2020: -$282,6592020Revenue 2021: $8,106,184Expenses 2021: $7,956,235Net Income 2021: $149,9492021Revenue 2022: $7,475,590Expenses 2022: $6,117,385Net Income 2022: $1,358,2052022Revenue 2023: $5,870,311Expenses 2023: $8,802,583Net Income 2023: -$2,932,2722023Revenue 2024: $5,812,495Expenses 2024: $6,376,943Net Income 2024: -$564,4482024Revenue 2025: $4,238,094Expenses 2025: $7,810,737Net Income 2025: -$3,572,6432025

Highlighted filing

2017

Revenue$9,850,266
Expenses$9,027,597
Net Income$822,669
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$9,850,266
Mission and Program Overview

Mission

Providing and maintaining health benefits or other benefits as may be determined by the trustees, for the benefits of participants and beneficiaries

Providing and maintaining health benefits or other benefits as may be derermined by the trustees, for the benefits of participants and beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,262,565$4,081,745▲ $819,180
Accounts Receivable$4,302,003$3,757,931▼ $544,072
Cash and Non-Interest-Bearing Accounts$565,519$1,068,900▲ $503,381
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,867,522$4,826,831▼ $40,691
Liabilities
Accounts Payable and Accrued Expenses$1,604,957$745,086▼ $859,871
Total Liabilities$1,604,957$745,086▼ $859,871
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,262,565$4,081,745▲ $819,180
Total Liabilities and Net Assets / Fund Balance$4,867,522$4,826,831▼ $40,691
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Julius KleinPresident
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,849,392
Investment Income
$874
Other Revenue
$0
Change in Net Assets
$822,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,912
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$8,925,685--$8,925,685
Fees for Services Legal-$14,143-$14,143
Fees for Services Accounting-$4,000-$4,000
Other Expenses-$864-$864
Fees for Services Other-$24-$24
Total Functional Expenses$8,925,685$101,912$0$9,027,597
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
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, Part VI, Section B, Line 11B

“Once the audited financial statements are completed, the tax return is prepared. The members of the board review and once satisfied as to its accuracy tax return is authorized to be filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Independant Care Group Plus Trust
EIN
46-6767875
Phone
2017955500
Address
2535 KENNEDY BLVD, JERSEY CITY, NJ 07304

Signing Officer

Name
Julius Klein
Title
Pres/ Trustee
Phone
2017955500
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julius Klein
Formed
2014
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Julius Shea Klein CPA & Associates
Address
616 CORPORATE WAY SUITE 2 3075, VALLEY COTTAGE, NY 10989
Preparer
Julius Klein CPA
Phone
6464158195
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book/tax difference -3,489.”

Raw XML Appendix272 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE THE AUDITED FINANCIAL STATEMENTS ARE COMPLETED, THE TAX RETURN IS PREPARED. THE MEMBERS OF THE BOARD REVIEW AND ONCE SATISFIED AS TO ITS ACCURACY TAX RETURN IS AUTHORIZED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/TAX DIFFERENCE -3,489.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 CORPORATE WAY SUITE 2 3075
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALLEY COTTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010989
ReturnHeader/PreparerPersonGrp/PhoneNum06464158195
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIUS KLEIN CPA
ReturnHeader/ReturnTs02017-10-31T04:23:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,826,831
Liabilities
$745,086
Net assets
$4,081,745
Revenue
$9,850,266
Expenses
$9,027,597
Net income
$822,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.42$4.80$2.38$4.24$7.81$3.57
2024Detailed filing. Detailed filing data is available for this year.$4.80$3.61$1.19$5.81$6.38$0.56
2023Detailed filing. Detailed filing data is available for this year.$5.62$3.86$1.76$5.87$8.80$2.93
2022Detailed filing. Detailed filing data is available for this year.$7.10$2.41$4.69$7.48$6.12$1.36
2021Detailed filing. Detailed filing data is available for this year.$6.13$2.80$3.33$8.11$7.96$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.10$2.92$3.18$8.83$9.11$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.06$3.60$3.46$9.63$8.73$0.91
2018Detailed filing. Detailed filing data is available for this year.$5.65$0.75$4.90$9.85$9.03$0.82
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.75$4.08$9.85$9.03$0.82
2016Summary only. Only limited summary data is available for this year.$4.87$1.60$3.26$10.6$10.5$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.27$1.16$3.11$11.0$7.89$3.11