Civic Intelligence

Piedmont Liability Trust

990 • Fiscal year 2017 • EIN 54-6280083

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileN/A

View Organization Page

1020 Ednam Center No 100Charlottesville, VA 22903

(434) 296-2100

Siviq Scores

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

Liabilities / Assets

91st percentile

0.97x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

7.30x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$560,150

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

46th percentile

4.9%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

111%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$67,059,341

Up $3,118,562 (+4.9%) from 2016

Net Assets

Down

$1,893,423

Down $2,048,869 (-52%) from 2016

Liabilities

Up

$65,165,918

Up $5,167,431 (+8.6%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin13th percentile

Revenue

Up

$8,924,478

Up $4,699,264 (+111%) from 2016

Expenses

Up

$9,934,003

Up $1,150,070 (+13%) from 2016

Net Income

Up

-$1,009,525

Up $3,549,194 (+78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150M$100M$50M$0Assets 2011: $60,740,434Liabilities 2011: $51,393,146Net Assets 2011: $9,347,2882011Assets 2012: $59,474,746Liabilities 2012: $51,202,022Net Assets 2012: $8,272,7242012Assets 2013: $61,357,191Liabilities 2013: $52,514,392Net Assets 2013: $8,842,7992013Assets 2014: $66,618,417Liabilities 2014: $57,042,971Net Assets 2014: $9,575,4462014Assets 2015: $66,695,203Liabilities 2015: $59,061,451Net Assets 2015: $7,633,7522015Assets 2016: $63,940,779Liabilities 2016: $59,998,487Net Assets 2016: $3,942,2922016Assets 2017: $67,059,341Liabilities 2017: $65,165,918Net Assets 2017: $1,893,4232017Assets 2018: $68,376,241Liabilities 2018: $66,151,464Net Assets 2018: $2,224,7772018Assets 2019: $72,086,173Liabilities 2019: $71,605,407Net Assets 2019: $480,7662019Assets 2020: $73,442,059Liabilities 2020: $71,920,980Net Assets 2020: $1,521,0792020Assets 2021: $84,612,147Liabilities 2021: $76,402,021Net Assets 2021: $8,210,1262021Assets 2022: $77,604,181Liabilities 2022: $77,133,183Net Assets 2022: $470,9982022Assets 2023: $84,995,109Liabilities 2023: $74,547,573Net Assets 2023: $10,447,5362023Assets 2024: $97,858,593Liabilities 2024: $73,504,467Net Assets 2024: $24,354,1262024Assets 2025: $107,835,895Liabilities 2025: $72,895,895Net Assets 2025: $34,940,0002025

Highlighted filing

2017

Assets$67,059,341
Liabilities$65,165,918
Net Assets$1,893,423
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,291,9492011Expenses 2012: $7,832,8012012Expenses 2013: $6,503,9152013Revenue 2014: $6,917,486Expenses 2014: $8,804,771Net Income 2014: -$1,887,2852014Revenue 2015: $8,476,843Expenses 2015: $8,564,820Net Income 2015: -$87,9772015Revenue 2016: $4,225,214Expenses 2016: $8,783,933Net Income 2016: -$4,558,7192016Revenue 2017: $8,924,478Expenses 2017: $9,934,003Net Income 2017: -$1,009,5252017Revenue 2018: $7,475,530Expenses 2018: $7,791,455Net Income 2018: -$315,9252018Revenue 2019: $7,442,836Expenses 2019: $10,504,691Net Income 2019: -$3,061,8552019Revenue 2020: $8,213,885Expenses 2020: $7,172,580Net Income 2020: $1,041,3052020Revenue 2021: $9,240,734Expenses 2021: $10,140,328Net Income 2021: -$899,5942021Revenue 2022: $9,580,879Expenses 2022: $7,076,241Net Income 2022: $2,504,6382022Revenue 2023: $9,937,300Expenses 2023: $2,688,002Net Income 2023: $7,249,2982023Revenue 2024: $11,639,538Expenses 2024: $4,330,011Net Income 2024: $7,309,5272024Revenue 2025: $11,071,703Expenses 2025: $6,009,799Net Income 2025: $5,061,9042025

Highlighted filing

2017

Revenue$8,924,478
Expenses$9,934,003
Net Income-$1,009,525
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$50,113,708
Mission and Program Overview

Mission

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and covered clinicians of university of virginia health, uva community health medical group, llc, and community medicine university of virginia, llc.

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and its employed clinicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$61,177,175$60,761,234▼ $415,941
Savings and Temporary Cash Investments$1,960,326$5,570,180▲ $3,609,854
Land, Buildings, and Equipment, Net$497,670$491,123▼ $6,547
Prepaid Expenses and Deferred Charges$88,665$37,749▼ $50,916
Cash and Non-Interest-Bearing Accounts$1,700$646▼ $1,054
Total Assets$63,940,779$67,059,341▲ $3,118,562
Other Assets Total$215,243$198,409▼ $16,834
Liabilities
Other Liabilities$59,970,434$63,687,691▲ $3,717,257
Deferred Revenue$0$1,334,635▲ $1,334,635
Accounts Payable and Accrued Expenses$28,053$143,592▲ $115,539
Total Liabilities$59,998,487$65,165,918▲ $5,167,431
Net Assets / Fund Balance
Unrestricted Net Assets$3,942,292$1,893,423▼ $2,048,869
Total Net Assets Fund Balance$3,942,292$1,893,423▼ $2,048,869
Total Liabilities and Net Assets / Fund Balance$63,940,779$67,059,341▲ $3,118,562

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$166,265$818,372$984,637
Equipment$60,584$281,077$341,661
Land$264,274-$264,274
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca W West Jd EsqCEOFT$448,800$111,350$560,150
William H Archambault JdSecretaryFT$317,200$111,350$428,550
Bruce D GehleIn-house AttorneyFT$202,500$36,200$238,700
James R CarnesVice Treasurer Through 5/12/17FT$173,400$17,550$190,950

Board Members and Trustees

NameTitle
Randolph J Canterbury MdChairman
R C Scott Iii JdVice-chairman
B Chhabra MdDirector
B E HawsDirector
CA Ghaemmaghami MdDirector
George F Wooten MdDirector
Irving L Kron MdDirector
J E Howell JdDirector
K C Johnston MdDirector
Kenneth E Greer MdDirector
M E Rosner MdDirector
M S Wheby MdDirector
Mark E Shaffrey MdDirector
P a Levine MdDirector
R P BorenDirector
Scott a Syverud MdDirector
Sandra L HillquistDiretcor of Finance Starting 5/15/17
R F Morgan MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,990,129
Investment Income
$3,910,463
Other Revenue
$23,886
Change in Net Assets
$-1,009,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,941,400
Revenue Not Reported on Financial Statements
$-16,922
Revenue Not Reported on Form 990
$-1,039,344
Other Revenue Adjustments
$-16,922
Total Revenue per Audited Statements
$7,902,056
Total Revenue per Form 990
$8,924,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,591,370
Salaries, Compensation, and Employee Benefits$1,342,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$580,465$514,471-$1,094,936
Fees for Service Investment Mgmnt Fees-$173,125-$173,125
Other Salaries and Wages$125,724--$125,724
Fees for Services Other$55,014--$55,014
Depreciation Depletion-$52,631-$52,631
Conferences and Meetings$3,256$48,641-$51,897
Payroll Taxes$34,180$16,390-$50,570
Insurance$9,101$40,242-$49,343
Pension Plan Contributions$42,941$450-$43,391
Other Expenses$29,920--$29,920
Fees for Services Accounting-$29,250-$29,250
Other Employee Benefits$27,964$48-$28,012
Office Expenses$18,209--$18,209
Occupancy$14,522--$14,522
Travel$5,302$5,302-$10,604
All Other Expenses$3,080--$3,080
Advertising$2,247--$2,247
Total Functional Expenses$9,053,453$880,550$0$9,934,003

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,950,925
Expenses per Audited Statements$9,934,003
Total Expenses per Form 990$9,934,003
Expenses Not Reported on Form 990$16,922
Expenses Not Reported on Financial Statements$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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Losses and Loss Adjustment Expenses$63,670,683
Capital Lease Payable$17,008
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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
No

Governance Explanations

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

“Prior to its filing, the organization's 990 is reviewed by management.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's executive director is determined by the board of directors on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization's documents are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Piedmont Liability Trust
EIN
54-6280083
Phone
4342962100
Address
1020 EDNAM CENTER NO 100, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Rebecca W West Esq
Title
CEO/trustee
Phone
4342962100
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca W West Esq
Formed
1989
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
12
Volunteers
0

Preparer

Firm
Dixon Hughes Goodman Llp
Address
901 EAST CARY STREET SUITE 1000, RICHMOND, VA 23219
Preparer
Lori K Cochran
Phone
8042827636
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The executive committee assumes responsibility for oversight of the audit. Auditors report audit results and findings to excecutive committee each year. Selection of an independent accountant is made by the executive committee each year at one of the scheduled meetings.”

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from federal and state income taxes under internal revenue code, section 501(c)(3) and the tax statutes of the commonwealth of virginia. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The trust has determined that there are no material unrecognized tax benefits or obligations as of june 30, 2017 and 2016. Fiscal years ending on or after june 30, 2014 remain subject to examination by federal and state tax authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -16,922.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 16,922.”

Raw XML AppendixShowing 400 of 662 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17523800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18392200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19188400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21222500
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE TREASURER THROUGH 5/12/17
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRETCOR OF FINANCE STARTING 5/15/17
IRS990/Form990PartVIISectionAGrp/TitleTxt21IN-HOUSE ATTORNEY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02412201
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043584509
IRS990/GrossReceiptsAmt050113708
IRS990/GrossRentsGrp/RealAmt040510
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt040242
IRS990/InsuranceGrp/ProgramServicesAmt09101
IRS990/InsuranceGrp/TotalAmt049343
IRS990/InvestmentIncomeGrp/ExclusionAmt01498262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01498262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt061177175
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060761234
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01099449
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0497670
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0491123
IRS990/LandBldgEquipCostOrOtherBssAmt01590572
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt041172308
IRS990/LessRentalExpensesGrp/RealAmt016922
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION WAS FORMED TO ACCUMULATE AND HOLD FUNDS FOR USE IN SATISFYING MEDICAL PROFESSIONAL LIABILITY CLAIMS AGAINST THE UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP AND ITS EMPLOYED CLINICIANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03942292
IRS990/NetAssetsOrFundBalancesEOYAmt01893423
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02412201
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02412201
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt023588
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023588
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1039344
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt014522
IRS990/OccupancyGrp/TotalAmt014522
IRS990/OfficeExpensesGrp/ProgramServicesAmt018209
IRS990/OfficeExpensesGrp/TotalAmt018209
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0215243
IRS990/OtherAssetsTotalGrp/EOYAmt0198409
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027964
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028012
IRS990/OtherExpensesGrp/Desc0LOSS & LOSS ADJUSTMENTS
IRS990/OtherExpensesGrp/Desc1EXCESS INSURANCE FEES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt07945707
IRS990/OtherExpensesGrp/ProgramServicesAmt1110600
IRS990/OtherExpensesGrp/ProgramServicesAmt245221
IRS990/OtherExpensesGrp/ProgramServicesAmt329920
IRS990/OtherExpensesGrp/TotalAmt07945707
IRS990/OtherExpensesGrp/TotalAmt1110600
IRS990/OtherExpensesGrp/TotalAmt245221
IRS990/OtherExpensesGrp/TotalAmt329920
IRS990/OtherLiabilitiesGrp/BOYAmt059970434
IRS990/OtherLiabilitiesGrp/EOYAmt063687691
IRS990/OtherRevenueMiscGrp/BusinessCd0525920
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0298
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0298
IRS990/OtherRevenueTotalAmt0298
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125724
IRS990/OtherSalariesAndWagesGrp/TotalAmt0125724
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016390
IRS990/PayrollTaxesGrp/ProgramServicesAmt034180
IRS990/PayrollTaxesGrp/TotalAmt050570
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0450
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042941
IRS990/PensionPlanContributionsGrp/TotalAmt043391
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088665
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037749
IRS990/PrincipalOfficerNm0REBECCA W WEST ESQ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUM ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04990129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04990129
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-357211
IRS990/PYOtherExpensesAmt07388441
IRS990/PYOtherRevenueAmt022084
IRS990/PYProgramServiceRevenueAmt04560341
IRS990/PYRevenuesLessExpensesAmt0-4558719
IRS990/PYSalariesCompEmpBnftPaidAmt01395492
IRS990/PYTotalExpensesAmt08783933
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04225214
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1009525
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt023588
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04990427
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01960326
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05570180
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,059,341
Liabilities
$65,165,918
Net assets
$1,893,423
Revenue
$8,924,478
Expenses
$9,934,003
Net income
-$1,009,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$108$72.9$34.9$11.1$6.01$5.06
2024Detailed filing. Detailed filing data is available for this year.$97.9$73.5$24.4$11.6$4.33$7.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.0$74.5$10.4$9.94$2.69$7.25
2022Detailed filing. Detailed filing data is available for this year.$77.6$77.1$0.47$9.58$7.08$2.50
2021Detailed filing. Detailed filing data is available for this year.$84.6$76.4$8.21$9.24$10.1$0.90
2020Detailed filing. Detailed filing data is available for this year.$73.4$71.9$1.52$8.21$7.17$1.04
2019Detailed filing. Detailed filing data is available for this year.$72.1$71.6$0.48$7.44$10.5$3.06
2018Detailed filing. Detailed filing data is available for this year.$68.4$66.2$2.22$7.48$7.79$0.32
2017Detailed filing. Detailed filing data is available for this year.$67.1$65.2$1.89$8.92$9.93$1.01
2016Detailed filing. Detailed filing data is available for this year.$63.9$60.0$3.94$4.23$8.78$4.56
2015Detailed filing. Detailed filing data is available for this year.$66.7$59.1$7.63$8.48$8.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$66.6$57.0$9.58$6.92$8.80$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.4$52.5$8.84$6.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.5$51.2$8.27$7.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$51.4$9.35$5.29