Civic Intelligence

Society of Professional Benefit

EIN 52-1156864 • 501(c)6 • Chevy Chase, MD

Profile

The Organization's primary mission statement is government compliance especially regulatory and spotting industry trends. The fall meeting is devoted to information for running the member firms and the spring meeting focuses on government issues.

2 Wisconsin Circle 670Chevy Chase, MD 20815-7003

www.spbatpa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.07x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.10x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.3%

Faster asset growth than 21% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$2,277,487

Down $128,492 (-5.3%) from 2023

Liabilities

Down

$166,662

Down $59,158 (-26%) from 2023

Net Assets

Down

$2,110,825

Down $69,334 (-3.2%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin49th percentile

Revenue

Up

$1,702,554

Up $194,836 (+13%) from 2023

Expenses

Up

$1,635,712

Up $49,549 (+3.1%) from 2023

Net Income

Up

$66,842

Up $145,287 (+185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,978,242Liabilities 2010: $300,300Net Assets 2010: $1,677,9422010Assets 2011: $2,006,578Liabilities 2011: $312,252Net Assets 2011: $1,694,3262011Assets 2012: $1,878,273Liabilities 2012: $219,738Net Assets 2012: $1,658,5352012Assets 2013: $2,148,728Liabilities 2013: $385,049Net Assets 2013: $1,763,6792013Assets 2014: $2,119,150Liabilities 2014: $352,615Net Assets 2014: $1,766,5352014Assets 2015: $2,071,788Liabilities 2015: $330,133Net Assets 2015: $1,741,6552015Assets 2016: $2,330,875Liabilities 2016: $397,941Net Assets 2016: $1,932,9342016Assets 2017: $2,522,924Liabilities 2017: $231,116Net Assets 2017: $2,291,8082017Assets 2018: $2,638,077Liabilities 2018: $359,465Net Assets 2018: $2,278,6122018Assets 2019: $2,607,997Liabilities 2019: $273,707Net Assets 2019: $2,334,2902019Assets 2020: $2,634,869Liabilities 2020: $295,418Net Assets 2020: $2,339,4512020Assets 2021: $2,782,402Liabilities 2021: $284,810Net Assets 2021: $2,497,5922021Assets 2022: $2,470,734Liabilities 2022: $282,364Net Assets 2022: $2,188,3702022Assets 2023: $2,405,979Liabilities 2023: $225,820Net Assets 2023: $2,180,1592023Assets 2024: $2,277,487Liabilities 2024: $166,662Net Assets 2024: $2,110,8252024

Highlighted filing

2024

Assets$2,277,487
Liabilities$166,662
Net Assets$2,110,825
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,593,4132010Expenses 2011: $1,605,4792011Expenses 2012: $1,610,6362012Revenue 2013: $1,569,149Expenses 2013: $1,593,790Net Income 2013: -$24,6412013Revenue 2014: $1,617,694Expenses 2014: $1,630,864Net Income 2014: -$13,1702014Revenue 2015: $1,749,166Expenses 2015: $1,759,754Net Income 2015: -$10,5882015Revenue 2016: $1,825,250Expenses 2016: $1,698,120Net Income 2016: $127,1302016Revenue 2017: $1,866,809Expenses 2017: $1,683,202Net Income 2017: $183,6072017Revenue 2018: $1,835,556Expenses 2018: $1,731,585Net Income 2018: $103,9712018Revenue 2019: $1,716,278Expenses 2019: $1,816,215Net Income 2019: -$99,9372019Revenue 2020: $1,319,085Expenses 2020: $1,486,541Net Income 2020: -$167,4562020Revenue 2021: $1,913,779Expenses 2021: $1,495,503Net Income 2021: $418,2762021Revenue 2022: $1,639,991Expenses 2022: $1,609,021Net Income 2022: $30,9702022Revenue 2023: $1,507,718Expenses 2023: $1,586,163Net Income 2023: -$78,4452023Revenue 2024: $1,702,554Expenses 2024: $1,635,712Net Income 2024: $66,8422024

Highlighted filing

2024

Revenue$1,702,554
Expenses$1,635,712
Net Income$66,842
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,277,487
Liabilities
$166,662
Net assets
$2,110,825
Revenue
$1,702,554
Expenses
$1,635,712
Net income
$66,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.17$2.11$1.70$1.64$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.23$2.18$1.51$1.59$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.28$2.19$1.64$1.61$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.28$2.50$1.91$1.50$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.30$2.34$1.32$1.49$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.27$2.33$1.72$1.82$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.36$2.28$1.84$1.73$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.23$2.29$1.87$1.68$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.40$1.93$1.83$1.70$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.33$1.74$1.75$1.76$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.35$1.77$1.62$1.63$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.39$1.76$1.57$1.59$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.22$1.66$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.31$1.69$1.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.30$1.68$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,211,102
Mission and Program Overview

Mission

Spba helps third party administrators navigate a complex and ever-changing employee benefits landscape by keeping them educated and informed with the latest information.

The organization's primary mission is helping members reach their full potential by providing information and insights related to existing and proposed legislation, regulations, and guidance affecting employee benefit administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,944,684$1,499,960▼ $444,724
Savings and Temporary Cash Investments$51,787$539,269▲ $487,482
Cash and Non-Interest-Bearing Accounts$400,157$227,262▼ $172,895
Prepaid Expenses and Deferred Charges$2,975$0▼ $2,975
Total Assets$2,405,979$2,277,487▼ $128,492
Other Assets Total$6,376$10,996▲ $4,620
Liabilities
Deferred Revenue$224,500$158,712▼ $65,788
Accounts Payable and Accrued Expenses$1,320$7,950▲ $6,630
Total Liabilities$225,820$166,662▼ $59,158
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,180,159$2,110,825▼ $69,334
Total Net Assets Fund Balance$2,180,159$2,110,825▼ $69,334
Total Liabilities and Net Assets / Fund Balance$2,405,979$2,277,487▼ $128,492

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$200,350--
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Kris SmithChairman of the Board
Michou ReichelsdorferImmediate Past Chair
Anne LennanPresident
Marc PaulsonVice-chairman
Andrea GambardellaDirector
Andrew EllerDirector
Eric SchulmanDirector
Jamie FarrellDirector
Richard HardinDirector
Richard MoustyDirector
Stacey MintonSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Acl INCManagement And Administrative Services2 WISCONSIN CIRCLE 670, Chevy Chase, MD 20815$1,242,720
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,411,897
Investment Income
$290,657
Other Revenue
$0
Change in Net Assets
$66,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,694,737
Revenue Not Reported on Financial Statements
$7,817
Revenue Not Reported on Form 990
$-136,176
Total Revenue per Audited Statements
$1,558,561
Total Revenue per Form 990
$1,702,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,635,712
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
Conferences and Meetings---$290,940
Fees for Services Management---$185,000
Other Expenses---$80,930
All Other Expenses---$53,063
Fees for Services Accounting---$22,541
Insurance---$12,048
Fees for Service Investment Mgmnt Fees---$7,817
Office Expenses---$3,930
Advertising---$35
Total Functional Expenses$0$0$0$1,635,712

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,635,712
Expenses per Audited Statements$1,627,895
Total Expenses per Audited Statements$1,627,895
Expenses Not Reported on Financial Statements$7,817
Expenses Not Reported on Form 990$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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Management Company for SpbaThe President (per Se Officer) of Spba Is a Shareholder in the Corporation That Provides Management for Spba.No$1,242,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“A management company is hired to perform the association's daily operations. The management firm has no voting rights and is under the supervision of the board of directors.”

Form 990, Part VI, Section A, Line 6

“The organization has dues paying members composed of qualified third party administrations benefits firms.”

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

“The board of directors presents names of individuals to be nominated to the board of directors. The board of directors has supervision, control, and direction of the affairs of the association, elects members to the board, elects officers of the board, has discretion in disbursement of its funds, and adopts rules and regulations for the conduct of its business.”

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

“When the president of spba receives the completed form 990 from the board's cpa firm, it is compared for completeness and accuracy to the audited financial statements which have been accepted by the board of directors before it is signed and mailed to the internal revenue service.”

Form 990, Part VI, Section C, Line 18

“The society of professional benefit administrators maintains the section 6104 free publicly available copies of complete form 990 and tax exemption applications and approvals along with other descriptive materials such as its governing documents, conflict of interest policy, and financial statements available upon request to assist any reviewer in understanding those governance policies and procedures.”

Form 990, Part VI, Section C, Line 19

“The society of professional benefit administrators maintains the section 6104 free publicly-available copies of complete form 990 and tax exemption applications and approvals along with other descriptive materials such as its governing documents, conflict of interest policy, and financial statements available upon request to assist any reviewer in understanding those governance policies and procedures.”

Filing and Contact Details

Filer

Filer Name
Society of Professional Benefit
EIN
52-1156864
Phone
3017187722
Address
2 WISCONSIN CIRCLE 670, CHEVY CHASE, MD 20815-7003

Signing Officer

Name
Anne Lennan
Title
President
Phone
3017187722
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Ludwig
Formed
1975
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew E Young CPA
Phone
7035351200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The oversight process and selection process have not changed during the tax year. The board of directors serves as the governing body with responsibility for audit oversight and selection of the independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“In accounting for uncertainty in income taxes, accounting standards require an entity to recognize the financial statement impact of a tax position when it is more-likely-than-not that the position will not be sustained upon examination. Management evaluated the society's tax positions and concluded there are no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Raw XML Appendix400 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01320
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07950
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY MISSION IS HELPING MEMBERS REACH THEIR FULL POTENTIAL BY PROVIDING INFORMATION AND INSIGHTS RELATED TO EXISTING AND PROPOSED LEGISLATION, REGULATIONS, AND GUIDANCE AFFECTING EMPLOYEE BENEFIT ADMINISTRATION.
IRS990/AdvertisingGrp/TotalAmt035
IRS990/AllOtherExpensesGrp/TotalAmt053063
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNE LENNAN
IRS990/BooksInCareOfDetail/PhoneNum03017187722
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 WISCONSIN CIRCLE 670
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHEVY CHASE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0208157003
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0400157
IRS990/CashNonInterestBearingGrp/EOYAmt0227262
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0290940
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01242720
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02 WISCONSIN CIRCLE 670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHEVY CHASE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020815
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ACL INC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT AND ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0290657
IRS990/CYOtherExpensesAmt01635712
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01411897
IRS990/CYRevenuesLessExpensesAmt066842
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01635712
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01702554
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0224500
IRS990/DeferredRevenueGrp/EOYAmt0158712
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SPBA HOLDS TWO MEETINGS EACH YEAR WITH ALMOST 50% OF ALL MEMBER FIRMS REPRESENTED AT EACH MEETING. MEETINGS ARE OPEN TO MEMBER FIRMS AND THOSE TPA'S PRE-DETERMINED TO BE ELIGIBLE TO JOIN SPBA. THE MEETING FOCUS IS ON GOVERNMENT COMPLIANCE AND INDUSTRY TRENDS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt022541
IRS990/FeesForServicesManagementGrp/TotalAmt0185000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07817
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1055.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0KRIS SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1MARC PAULSON
IRS990/Form990PartVIISectionAGrp/PersonNm2STACEY MINTON
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHOU REICHELSDORFER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW ELLER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMIE FARRELL
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDREA GAMBARDELLA
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD HARDIN
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD MOUSTY
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIC SCHULMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNE LENNAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0177011
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0685559
IRS990/GrossReceiptsAmt02211102
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt012048
IRS990/InvestmentIncomeGrp/ExclusionAmt0113646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01944684
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01499960
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0508548
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SPBA HELPS THIRD PARTY ADMINISTRATORS NAVIGATE A COMPLEX AND EVER-CHANGING EMPLOYEE BENEFITS LANDSCAPE BY KEEPING THEM EDUCATED AND INFORMED WITH THE LATEST INFORMATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02180159
IRS990/NetAssetsOrFundBalancesEOYAmt02110825
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0177011
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0177011
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-136176
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02180159
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02110825
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03930
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06376
IRS990/OtherAssetsTotalGrp/EOYAmt010996
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GOVERNMENT RELATIONS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EDUCATION
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP SERVICES
IRS990/OtherExpensesGrp/TotalAmt0413189
IRS990/OtherExpensesGrp/TotalAmt1409179
IRS990/OtherExpensesGrp/TotalAmt2157040
IRS990/OtherExpensesGrp/TotalAmt380930
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02975
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ERIC LUDWIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc2SERVICE PARTNER
IRS990/ProgramServiceRevenueGrp/Desc3STOP-LOSS SP MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc4MEETING SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0826667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1244700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2128265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt397842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt481000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0826667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1244700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2128265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt397842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt481000
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS INFRASTRUCTURE-TECHNOLOGY-RELATED COSTS TO MAINTAIN/UPGRADE/REPAIR SOFTWARE AND PROGRAMMING FOR SPBA'S COMMUNICATION INFRASTRUCTURE, INCLUDING THE SPBA WEBSITES, ON-LINE UPDATE, INTERNET-SERVER HOST FOR BROADCAST EMAIL. TECHNOLOGY TRAINING TO OPERATE DRUPAL. AUTOMATIC BACK-UP SERVICES FOR SPBA WEBSITES. HIGH SPEED INTERNET ACCESS.
IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL PROJECTS-ALL VARIABLE AND UNPREDICTABLE EXPENSES SUCH AS COSTS TO PARTICIPATE ON GOVERNMENT ADVISORY PANELS OR INDUSTRY GROUPS, INCLUDING FEES AND TRAVEL (E.G., WEDI, IRS IRPAC, ABA). WEDI MEMBERSHIP.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt093298
IRS990/PYOtherExpensesAmt01586163
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01414420
IRS990/PYRevenuesLessExpensesAmt0-78445
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01586163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01507718
IRS990/ReconcilationRevenueExpnssAmt066842
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051787
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0539269
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07817
IRS990ScheduleD/ExpensesSubtotalAmt01627895
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07817
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07817
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-136176
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01299610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1200350
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NEGOTIABLE CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-136176
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07817
IRS990ScheduleD/RevenueSubtotalAmt01694737
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE SOCIETY'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01499960
IRS990ScheduleD/TotalExpensesPerForm990Amt01635712
IRS990ScheduleD/TotalRevenuePerForm990Amt01702554
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01558561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01627895
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ACL INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MANAGEMENT COMPANY FOR SPBA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01242720
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE PRESIDENT (PER SE OFFICER) OF SPBA IS A SHAREHOLDER IN THE CORPORATION THAT PROVIDES MANAGEMENT FOR SPBA.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MANAGEMENT COMPANY IS HIRED TO PERFORM THE ASSOCIATION'S DAILY OPERATIONS. THE MANAGEMENT FIRM HAS NO VOTING RIGHTS AND IS UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS DUES PAYING MEMBERS COMPOSED OF QUALIFIED THIRD PARTY ADMINISTRATIONS BENEFITS FIRMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS PRESENTS NAMES OF INDIVIDUALS TO BE NOMINATED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS SUPERVISION, CONTROL, AND DIRECTION OF THE AFFAIRS OF THE ASSOCIATION, ELECTS MEMBERS TO THE BOARD, ELECTS OFFICERS OF THE BOARD, HAS DISCRETION IN DISBURSEMENT OF ITS FUNDS, AND ADOPTS RULES AND REGULATIONS FOR THE CONDUCT OF ITS BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN THE PRESIDENT OF SPBA RECEIVES THE COMPLETED FORM 990 FROM THE BOARD'S CPA FIRM, IT IS COMPARED FOR COMPLETENESS AND ACCURACY TO THE AUDITED FINANCIAL STATEMENTS WHICH HAVE BEEN ACCEPTED BY THE BOARD OF DIRECTORS BEFORE IT IS SIGNED AND MAILED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS MAINTAINS THE SECTION 6104 FREE PUBLICLY AVAILABLE COPIES OF COMPLETE FORM 990 AND TAX EXEMPTION APPLICATIONS AND APPROVALS ALONG WITH OTHER DESCRIPTIVE MATERIALS SUCH AS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO ASSIST ANY REVIEWER IN UNDERSTANDING THOSE GOVERNANCE POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS MAINTAINS THE SECTION 6104 FREE PUBLICLY-AVAILABLE COPIES OF COMPLETE FORM 990 AND TAX EXEMPTION APPLICATIONS AND APPROVALS ALONG WITH OTHER DESCRIPTIVE MATERIALS SUCH AS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO ASSIST ANY REVIEWER IN UNDERSTANDING THOSE GOVERNANCE POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE OVERSIGHT PROCESS AND SELECTION PROCESS HAVE NOT CHANGED DURING THE TAX YEAR. THE BOARD OF DIRECTORS SERVES AS THE GOVERNING BODY WITH RESPONSIBILITY FOR AUDIT OVERSIGHT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02405979
IRS990/TotalAssetsEOYAmt02277487
IRS990/TotalAssetsGrp/BOYAmt02405979
IRS990/TotalAssetsGrp/EOYAmt02277487
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01635712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0225820
IRS990/TotalLiabilitiesEOYAmt0166662
IRS990/TotalLiabilitiesGrp/BOYAmt0225820
IRS990/TotalLiabilitiesGrp/EOYAmt0166662
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02180159
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02110825
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt033423
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt033423
IRS990/TotalProgramServiceRevenueAmt01411897
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0290657
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01411897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01702554
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02405979
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02277487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 WISCONSIN CIRCLE 670
IRS990/USAddress/CityNm0CHEVY CHASE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd0208157003
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SPBATPA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE LENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03017187722
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY OF PROFESSIONAL BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADMINISTRATORS
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0521156864
ReturnHeader/Filer/PhoneNum03017187722
ReturnHeader/Filer/USAddress/AddressLine1Txt02 WISCONSIN CIRCLE 670
ReturnHeader/Filer/USAddress/CityNm0CHEVY CHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208157003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541498950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENNER AND COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH FAIRFAX STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022314
ReturnHeader/PreparerPersonGrp/PhoneNum07035351200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW E YOUNG CPA
ReturnHeader/ReturnTs02025-11-07T14:11:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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