Civic Intelligence

National Plan Alliance Inc.

990EZ • Fiscal year 2022 • EIN 54-1895721

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

Organization Profile
55 Church StreetLaconia, NH 03246

(860) 523-4951

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$100,289

Up $95,493 (+1991%) from 2013

Net Assets

$100,289

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin62nd percentile

Revenue

Up

$89,475

Up $79,946 (+839%) from 2013

Expenses

Up

$77,911

Up $70,468 (+947%) from 2013

Net Income

Up

$11,564

Up $9,478 (+454%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $2,826Liabilities 2011: $02011Assets 2012: $2,710Liabilities 2012: $02012Assets 2013: $4,796Liabilities 2013: $02013Assets 2022: $100,289Liabilities 2022: $0Net Assets 2022: $100,2892022Assets 2023: $96,833Liabilities 2023: $0Net Assets 2023: $96,8332023Assets 2024: $140,787Liabilities 2024: $0Net Assets 2024: $140,7872024

Highlighted filing

2022

Assets$100,289
Liabilities$0
Net Assets$100,289
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $2,672Expenses 2011: $9,784Net Income 2011: -$7,1122011Revenue 2012: $9,926Expenses 2012: $10,042Net Income 2012: -$1162012Revenue 2013: $9,529Expenses 2013: $7,443Net Income 2013: $2,0862013Revenue 2022: $89,475Expenses 2022: $77,911Net Income 2022: $11,5642022Revenue 2023: $94,157Expenses 2023: $97,613Net Income 2023: -$3,4562023Revenue 2024: $110,033Expenses 2024: $66,079Net Income 2024: $43,9542024

Highlighted filing

2022

Revenue$89,475
Expenses$77,911
Net Income$11,564
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.2
Gross Receipts
$89,475
Mission and Program Overview

Mission

Providing education and assistance

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$77,911
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARB HELMPresidentPT$0--
MEGAN BRANDVice President-$0--
NINA HAMBERGERTreasurer-$0--
ERIC DEGROOTDirector-$0--
EMILY SMITHDirector-$0--
JOHN KITCHENDirector-$0--
ELIZABETH KOSLOFFDirector-$0--
ELLEN NALVENDirector-$0--
KERRY TEDFORD-COLESDirector-$0--
Filing and Contact Details

Filer

Filer Name
National Plan Alliance
EIN
54-1895721
Address
55 CHURCH STREET, LACONIA, NH 03246

Signing Officer

Name
Nina Hamberger
Title
Treasurer
Phone
8605234951
Signed
2023-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Patton and Company CPAs
Address
716 E Pioneer Trl, AURORA, OH 44202
Preparer
John R Patton
Phone
4403334300
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 1,372membership dues 750following are annual conference exp 1accomodations, food, beverage 52,751supplies 2,464speakers 1,337audio visual, data services 16,619consulting 1,740”

Part III response or note to any other line in Part III

“Npa programs were founded to assist families in planning for the future care of loved ones with disabilities. Npa provides technical assistance to groups wanting to establish a planned lifetime assistance program, to provide community education and information regarding the value of care planning for adult disabled family members, to serve as a clearing house of information and education for member programs.”

Raw XML Appendix191 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARB HELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN BRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NINA HAMBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIC DEGROOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN KITCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH KOSLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELLEN NALVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KERRY TEDFORD-COLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt077034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING EDUCATION AND ASSISTANCE
IRS990EZ/PrintingPublicationsPostageAmt0274
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014050
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051218
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 1,372MEMBERSHIP DUES 750FOLLOWING ARE ANNUAL CONFERENCE EXP 1ACCOMODATIONS, FOOD, BEVERAGE 52,751SUPPLIES 2,464SPEAKERS 1,337AUDIO VISUAL, DATA SERVICES 16,619CONSULTING 1,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NPA PROGRAMS WERE FOUNDED TO ASSIST FAMILIES IN PLANNING FOR THE FUTURE CARE OF LOVED ONES WITH DISABILITIES. NPA PROVIDES TECHNICAL ASSISTANCE TO GROUPS WANTING TO ESTABLISH A PLANNED LIFETIME ASSISTANCE PROGRAM, TO PROVIDE COMMUNITY EDUCATION AND INFORMATION REGARDING THE VALUE OF CARE PLANNING FOR ADULT DISABLED FAMILY MEMBERS, TO SERVE AS A CLEARING HOUSE OF INFORMATION AND EDUCATION FOR MEMBER PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA HAMBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08605234951
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL PLAN ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0541895721
ReturnHeader/Filer/USAddress/AddressLine1Txt055 CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0LACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003246
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341458519
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0716 E Pioneer Trl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044202
ReturnHeader/PreparerPersonGrp/PhoneNum04403334300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Patton
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-15T16:37:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAMBERGER
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,289
Liabilities
$0
Net assets
$100,289
Revenue
$89,475
Expenses
$77,911
Net income
$11,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.10$0.66$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.94$0.98$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.89$0.78$0.12
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.10$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.10$0.10$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.10$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits