Civic Intelligence

Ohio Self-Insurers Association

990 • Fiscal year 2019 • EIN 51-0138930

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 11, 2019

PO Box 1073Columbus, OH 43216

(614) 470-2246

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$262,167

Up $21,816 (+9.1%) from 2018

Net Assets

Up

$262,167

Up $21,816 (+9.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$225,819

Up $49,685 (+28%) from 2018

Expenses

Down

$201,870

Down $25,708 (-11%) from 2018

Net Income

Up

$23,949

Up $75,393 (+147%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $177,076Liabilities 2012: $0Net Assets 2012: $177,0762012Assets 2013: $181,554Liabilities 2013: $0Net Assets 2013: $181,5542013Assets 2014: $157,088Liabilities 2014: $0Net Assets 2014: $157,0882014Assets 2015: $189,198Liabilities 2015: $0Net Assets 2015: $189,1982015Assets 2016: $225,748Liabilities 2016: $0Net Assets 2016: $225,7482016Assets 2017: $291,795Liabilities 2017: $0Net Assets 2017: $291,7952017Assets 2018: $240,351Liabilities 2018: $0Net Assets 2018: $240,3512018Assets 2019: $262,167Liabilities 2019: $0Net Assets 2019: $262,1672019Assets 2020: $240,114Liabilities 2020: $0Net Assets 2020: $240,1142020Assets 2021: $221,150Liabilities 2021: $9,300Net Assets 2021: $211,8502021Assets 2022: $182,385Liabilities 2022: $0Net Assets 2022: $182,3852022Assets 2023: $183,630Liabilities 2023: $0Net Assets 2023: $183,6302023Assets 2024: $240,392Liabilities 2024: $0Net Assets 2024: $240,3922024Assets 2025: $255,102Net Assets 2025: $255,1022025

Highlighted filing

2019

Assets$262,167
Liabilities$0
Net Assets$262,167

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $263,744Expenses 2012: $215,086Net Income 2012: $48,6582012Expenses 2013: $216,2612013Revenue 2014: $218,445Expenses 2014: $242,911Net Income 2014: -$24,4662014Revenue 2015: $219,528Expenses 2015: $187,418Net Income 2015: $32,1102015Revenue 2016: $190,313Expenses 2016: $150,361Net Income 2016: $39,9522016Revenue 2017: $214,363Expenses 2017: $148,316Net Income 2017: $66,0472017Revenue 2018: $176,134Expenses 2018: $227,578Net Income 2018: -$51,4442018Revenue 2019: $225,819Expenses 2019: $201,870Net Income 2019: $23,9492019Revenue 2020: $50,907Expenses 2020: $82,159Net Income 2020: -$31,2522020Revenue 2021: $48,376Expenses 2021: $70,840Net Income 2021: -$22,4642021Revenue 2022: $128,098Expenses 2022: $157,563Net Income 2022: -$29,4652022Revenue 2023: $157,944Expenses 2023: $156,699Net Income 2023: $1,2452023Revenue 2024: $207,989Expenses 2024: $151,227Net Income 2024: $56,7622024Revenue 2025: $193,729Expenses 2025: $177,071Net Income 2025: $16,6582025

Highlighted filing

2019

Revenue$225,819
Expenses$201,870
Net Income$23,949
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 11, 2019
Return Version
2018v3.1
Gross Receipts
$225,819
Mission and Program Overview

Mission

The organization focuses on workers compensation issues, and specifically, as it relates to self-insured employers in the state of Ohio.

Educational seminars and conferences that provide information on current, relevant business topics for its member entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$130,131$148,221▲ $18,090
Savings and Temporary Cash Investments$110,220$113,946▲ $3,726
Total Assets$240,351$262,167▲ $21,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$240,351$262,167▲ $21,816
Total Net Assets Fund Balance$240,351$262,167▲ $21,816
Total Liabilities and Net Assets / Fund Balance$240,351$262,167▲ $21,816
Compensation and Service Providers

Board Members and Trustees

NameTitle
Loyd HudsonPresident
Tommie Jo BrodeSecretary
Kim CookTreasurer
Debbie LantmanVice Pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$75,574
Program Service Revenue
$150,124
Investment Income
$121
Other Revenue
$0
All Other Contributions
$12,073
Change in Net Assets
$23,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,870
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
Fees for Services Other$160,456$300-$160,756
Office Expenses$6,439$16,218-$22,657
Fees for Services Legal-$16,200-$16,200
Insurance-$924-$924
Fees for Services Accounting-$885-$885
Conferences and Meetings$448--$448
Total Functional Expenses$167,343$34,527$0$201,870
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
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, Page 6, Part VI, Line 11B

Review by management for presentation to board.

Form 990, Page 6, Part VI, Line 19

Line 8. Via elections held and supervised by the board.

Filing and Contact Details

Filer

Filer Name
Ohio Self Insurers Association
EIN
51-0138930
Phone
6144702246
Address
PO BOX 1073, COLUMBUS, OH 43216

Signing Officer

Name
Kim Cook
Title
Treasurer
Phone
5676617137
Signed
2019-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tommie Jo Brode
Formed
1995
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Conte Co CPA Inc
Address
1364 GARDNER BLVD, NORTON, OH 44203-6616
Preparer
William B Conte
Phone
3308253535
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor 36,736 0 0 program expenses 115,270 0 0 miscellaneous other 550 0 0 dues 0 300 0 reconciling 7,900 0 0 total 160,456 300 0

Form 990, Part XI, Line 9

Prior period book to tax return adjustment -2,133

Raw XML Appendix274 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
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IRS990/CYOtherRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0LOYD HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1TOMMIE JO BRODE
IRS990/Form990PartVIISectionAGrp/PersonNm2KIM COOK
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBBIE LANTMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRES.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0225819
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InsuranceGrp/TotalAmt0924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0121
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt063501
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION FOCUSES ON WORKERS COMPENSATION ISSUES, AND SPECIFICALLY, AS IT RELATES TO SELF-INSURED EMPLOYERS IN THE STATE OF OHIO.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0240351
IRS990/NetAssetsOrFundBalancesEOYAmt0262167
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016218
IRS990/OfficeExpensesGrp/ProgramServicesAmt06439
IRS990/OfficeExpensesGrp/TotalAmt022657
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2133
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2NUTS & BOLTS
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt038074
IRS990/PYInvestmentIncomeAmt0110
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IRS990/PYRevenuesLessExpensesAmt0-51444
IRS990/PYTotalExpensesAmt0227578
IRS990/PYTotalRevenueAmt0176134
IRS990/ReconcilationRevenueExpnssAmt023949
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0150124
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IRS990/ScheduleBRequiredInd0false
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY MANAGEMENT FOR PRESENTATION TO BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 8. VIA ELECTIONS HELD AND SUPERVISED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR 36,736 0 0 PROGRAM EXPENSES 115,270 0 0 MISCELLANEOUS OTHER 550 0 0 DUES 0 300 0 RECONCILING 7,900 0 0 TOTAL 160,456 300 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD BOOK TO TAX RETURN ADJUSTMENT -2,133
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
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IRS990/VotingMembersIndependentCnt04
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05676617137
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO SELF INSURERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0510138930
ReturnHeader/Filer/PhoneNum06144702246
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1073
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043216
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0191EC6AEDE34859332D8F1942164F3EB66A7C1D8
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.100.79.190
ReturnHeader/FilingSecurityInformation/IPDt02019-12-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:55:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341757914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONTE CO CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01364 GARDNER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0442036616
ReturnHeader/PreparerPersonGrp/PhoneNum03308253535
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM B CONTE
ReturnHeader/ReturnTs02019-12-11T13:55:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$2.55$1.94$1.77$0.17
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$2.08$1.51$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$1.58$1.57$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$1.28$1.58$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.09$2.12$0.48$0.71$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.51$0.82$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$2.26$2.02$0.24
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$1.76$2.28$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$2.14$1.48$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$1.90$1.50$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.20$1.87$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.18$2.43$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$2.16
2012Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$2.64$2.15$0.49