Civic Intelligence

Accessmed Foundation - Fka Medicare Plan

990PF • Fiscal year 2018 • EIN 47-3202029

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 16, 2019

Organization Profile
6980 E Chauncey Lane Suite 200Phoenix, AZ 85054

(602) 375-2400

Siviq Scores

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

Liabilities / Assets

98th percentile

2.79x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.17x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.4%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$1,434

Up $1,434 from 2017

Net Assets

Down

-$2,566

Down $2,566 from 2017

Liabilities

Up

$4,000

Up $4,000 from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin17th percentile

Revenue

Up

$23,452

Up $331 (+1.4%) from 2017

Expenses

Up

$28,639

Up $5,518 (+24%) from 2017

Net Income

Down

-$5,187

Down $5,187 from 2017

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0-$10KAssets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1,434Liabilities 2018: $4,000Net Assets 2018: -$2,5662018Assets 2019: $29,208Liabilities 2019: $3,288Net Assets 2019: $25,9202019Assets 2020: $5,742Liabilities 2020: $50Net Assets 2020: $5,6922020Assets 2021: $3,879Liabilities 2021: $25Net Assets 2021: $3,8542021Assets 2022: $4,226Liabilities 2022: $25Net Assets 2022: $4,2012022Assets 2023: $404Liabilities 2023: $25Net Assets 2023: $3792023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,434
Liabilities$4,000
Net Assets-$2,566
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$200K$100K$0-$100KRevenue 2017: $23,121Expenses 2017: $23,121Net Income 2017: $02017Revenue 2018: $23,452Expenses 2018: $28,639Net Income 2018: -$5,1872018Revenue 2019: $186,484Expenses 2019: $157,998Net Income 2019: $28,4862019Revenue 2020: $112,460Expenses 2020: $132,688Net Income 2020: -$20,2282020Revenue 2021: $90,000Expenses 2021: $91,838Net Income 2021: -$1,8382021Revenue 2022: $60,000Expenses 2022: $59,653Net Income 2022: $3472022Revenue 2023: $55,000Expenses 2023: $58,822Net Income 2023: -$3,8222023Revenue 2024: $66,962Expenses 2024: $67,341Net Income 2024: -$3792024

Highlighted filing

2018

Revenue$23,452
Expenses$28,639
Net Income-$5,187
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON SHOFFChairman-$0--
Filing and Contact Details

Filer

Filer Name
Accessmed Foundation
EIN
47-3202029
Phone
6023752400
Address
6980 E CHAUNCEY LANE SUITE 200, PHOENIX, AZ 85054

Signing Officer

Name
Gordon Shoff
Title
Chairman
Phone
6023752400
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Nancy a Livingston
Phone
2547764190
Raw XML Appendix258 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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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0-2566
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt075
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0246
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OUTREACH AND ACCESS TO SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM SPONSERED BY THE USDA FOR LOW-INCOME AND AT-RISK INDIVIDUALS.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESSMED FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY MEDICARE PLANNING SOLUTIONS
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ReturnHeader/Filer/EIN0473202029
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:27:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742533381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAYNES REITMEIER BOYD & THERRELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 BOSQUE BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767104459
ReturnHeader/PreparerPersonGrp/PhoneNum02547764190
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY A LIVINGSTON
ReturnHeader/ReturnTs02019-10-30T16:02:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,434
Liabilities
$4,000
Net assets
-$2,566
Revenue
$23,452
Expenses
$28,639
Net income
-$5,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.67$0.67$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.55$0.59$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.60$0.60$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.90$0.92$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.12$1.33$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$1.86$1.58$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.04$0.03$0.23$0.29$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$0.23$0.00