Civic Intelligence

National Plan Alliance Inc.

990EZ • Fiscal year 2023 • EIN 54-1895721

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 14, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

35th percentile

-3.7%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

5.2%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$96,833

Down $3,456 (-3.4%) from 2022

Net Assets

Down

$96,833

Down $3,456 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin35th percentile

Revenue

Up

$94,157

Up $4,682 (+5.2%) from 2022

Expenses

Up

$97,613

Up $19,702 (+25%) from 2022

Net Income

Down

-$3,456

Down $15,020 (-130%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2023

Assets$96,833
Liabilities$0
Net Assets$96,833
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

2023

Revenue$94,157
Expenses$97,613
Net Income-$3,456
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 14, 2024
Return Version
2022v5.0
Gross Receipts
$94,157
Mission and Program Overview

Mission

Providing education and assistance

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$97,613
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
2024-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Patton and Company
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 775web design 2,300postage 17bank charges 30business registration fees 50accomodations, food, beverage 68,533supplies 3,149speakers 2,500audio visual, data services 18,835postage 52”

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 Appendix192 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/PersonNm0BARB HELM
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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
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IRS990EZ/OtherExpensesTotalAmt097613
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 1,372MEMBERSHIP DUES 775WEB DESIGN 2,300POSTAGE 17BANK CHARGES 30BUSINESS REGISTRATION FEES 50ACCOMODATIONS, FOOD, BEVERAGE 68,533SUPPLIES 3,149SPEAKERS 2,500AUDIO VISUAL, DATA SERVICES 18,835POSTAGE 52
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA HAMBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08605234951
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL PLAN ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0541895721
ReturnHeader/Filer/USAddress/AddressLine1Txt055 CHURCH STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341458519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patton and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0716 E Pioneer Trl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044202
ReturnHeader/PreparerPersonGrp/PhoneNum04403334300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Patton
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-15T22:11:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,833
Liabilities
$0
Net assets
$96,833
Revenue
$94,157
Expenses
$97,613
Net income
-$3,456
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
2023Detailed filing. Detailed filing data is available for this year.$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