Civic Intelligence

The Emeriti Consortium for Retirement Health Solutions

EIN 57-1194227 • 501(c)3 • Miami, FL

View Organization Page

Profile

Emeriti is a non-profit consortium that works with public and private non-profit institutions to provide healthcare security in retirement. Emeriti offers customized plan designs for member institutions to provide their employees with sustainable programs for retiree health benefits.consortium members include academic, cultural, public sector, research, philanthropic, scientific, medical, and educational institutions.

10800 Biscayne Boulevard Suite 740Miami, FL 33161

www.emeritihealth.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.17x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$347,069

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

8th percentile

-27%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$2,354,005

Down $366,791 (-13%) from 2023

Liabilities

Up

$430,345

Up $150,198 (+54%) from 2023

Net Assets

Down

$1,923,660

Down $516,989 (-21%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin18th percentile

Revenue

Down

$2,860,764

Down $132,703 (-4.4%) from 2023

Expenses

Up

$3,377,602

Up $578,058 (+21%) from 2023

Net Income

Down

-$516,838

Down $710,761 (-367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,760,722Liabilities 2010: $34,158Net Assets 2010: $1,726,5642010Assets 2011: $1,818,027Liabilities 2011: $42,256Net Assets 2011: $1,775,7712011Assets 2012: $1,975,818Liabilities 2012: $162,958Net Assets 2012: $1,812,8602012Assets 2013: $1,808,160Liabilities 2013: $114,893Net Assets 2013: $1,693,2672013Assets 2014: $1,765,142Liabilities 2014: $146,976Net Assets 2014: $1,618,1662014Assets 2015: $2,509,705Liabilities 2015: $97,833Net Assets 2015: $2,411,8722015Assets 2016: $3,521,704Liabilities 2016: $149,344Net Assets 2016: $3,372,3602016Assets 2017: $3,012,902Liabilities 2017: $347,049Net Assets 2017: $2,665,8532017Assets 2018: $2,313,637Liabilities 2018: $272,292Net Assets 2018: $2,041,3452018Assets 2019: $2,131,765Liabilities 2019: $220,463Net Assets 2019: $1,911,3022019Assets 2020: $2,195,586Liabilities 2020: $232,547Net Assets 2020: $1,963,0392020Assets 2021: $2,211,238Liabilities 2021: $160,026Net Assets 2021: $2,051,2122021Assets 2022: $2,489,116Liabilities 2022: $243,027Net Assets 2022: $2,246,0892022Assets 2023: $2,720,796Liabilities 2023: $280,147Net Assets 2023: $2,440,6492023Assets 2024: $2,354,005Liabilities 2024: $430,345Net Assets 2024: $1,923,6602024

Highlighted filing

2024

Assets$2,354,005
Liabilities$430,345
Net Assets$1,923,660
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,542,0502010Expenses 2011: $1,561,3412011Expenses 2012: $1,666,6532012Revenue 2013: $1,687,970Expenses 2013: $1,810,962Net Income 2013: -$122,9922013Revenue 2014: $1,770,196Expenses 2014: $1,843,978Net Income 2014: -$73,7822014Revenue 2015: $2,303,224Expenses 2015: $1,507,379Net Income 2015: $795,8452015Revenue 2016: $2,485,241Expenses 2016: $1,527,756Net Income 2016: $957,4852016Revenue 2017: $2,223,726Expenses 2017: $2,931,946Net Income 2017: -$708,2202017Revenue 2018: $2,305,311Expenses 2018: $2,875,662Net Income 2018: -$570,3512018Revenue 2019: $2,503,372Expenses 2019: $2,634,532Net Income 2019: -$131,1602019Revenue 2020: $2,573,626Expenses 2020: $2,520,945Net Income 2020: $52,6812020Revenue 2021: $2,617,256Expenses 2021: $2,528,346Net Income 2021: $88,9102021Revenue 2022: $2,751,255Expenses 2022: $2,554,936Net Income 2022: $196,3192022Revenue 2023: $2,993,467Expenses 2023: $2,799,544Net Income 2023: $193,9232023Revenue 2024: $2,860,764Expenses 2024: $3,377,602Net Income 2024: -$516,8382024

Highlighted filing

2024

Revenue$2,860,764
Expenses$3,377,602
Net Income-$516,838
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
$2,354,005
Liabilities
$430,345
Net assets
$1,923,660
Revenue
$2,860,764
Expenses
$3,377,602
Net income
-$516,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.43$1.92$2.86$3.38$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.28$2.44$2.99$2.80$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.24$2.25$2.75$2.55$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.16$2.05$2.62$2.53$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.23$1.96$2.57$2.52$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.22$1.91$2.50$2.63$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.27$2.04$2.31$2.88$0.57
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.35$2.67$2.22$2.93$0.71
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.15$3.37$2.49$1.53$0.96
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.10$2.41$2.30$1.51$0.80
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.15$1.62$1.77$1.84$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.11$1.69$1.69$1.81$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.16$1.81$1.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.04$1.78$1.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.03$1.73$1.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 18, 2025
Return Version
2024v5.0
Gross Receipts
$2,860,764
Mission and Program Overview

Mission

Emeriti is a non-profit consortium that works with public and private non-profit institutions to provide healthcare security in retirement. Emeriti offers customized plan designs for member institutions to provide their employees with sustainable programs for retiree health benefits.consortium members include academic, cultural, public sector, research, philanthropic, scientific, medical, and educational institutions.

The organization provides a tax-advantaged method of providing for retiree health benefits to employees of colleges, universities and other education-related tax exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,172,677$1,228,136▼ $944,541
Cash and Non-Interest-Bearing Accounts$313,158$784,265▲ $471,107
Accounts Receivable$199,134$231,228▲ $32,094
Prepaid Expenses and Deferred Charges$24,597$73,798▲ $49,201
Land, Buildings, and Equipment, Net$6,196$4,177▼ $2,019
Total Assets$2,720,796$2,354,005▼ $366,791
Other Assets Total$5,034$32,401▲ $27,367
Liabilities
Accounts Payable and Accrued Expenses$275,113$397,862▲ $122,749
Other Liabilities$5,034$32,483▲ $27,449
Total Liabilities$280,147$430,345▲ $150,198
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,440,649$1,923,660▼ $516,989
Total Net Assets Fund Balance$2,440,649$1,923,660▼ $516,989
Total Liabilities and Net Assets / Fund Balance$2,720,796$2,354,005▼ $366,791

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,177$5,916$10,093
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger MontgomeryVP for FinanceFT$218,339$184,448$402,787
Timothy E LanePresident & CEOFT$262,256$48,207$310,463
Tamara M SimonTrusteePT$16,250-$16,250
David AndersonChairPT$10,000-$10,000
Michael S NoetzelTrusteePT$10,000-$10,000
Paul FronstinTreasurerPT$10,000-$10,000
Richard EkmanTrusteePT$10,000-$10,000

Board Members and Trustees

NameTitle
Cristle Collins-juddTrustee
Daniel T KonstalidTrustee
Michael SigmundTrustee
Robert BurkeTrustee
Carrie AbildgaardSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Bruce Sheinhaus Consultancy GroupLegal Fees2806 HARRINGTON PL, Waxhaw, NC 29173$205,000
-Relationship Management10725 POMERANE PLACE, Charlotte, NC 28277$107,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,764,806
Investment Income
$95,958
Other Revenue
$0
Change in Net Assets
$-516,838

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,860,764
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-151
Total Revenue per Audited Statements
$2,860,613
Total Revenue per Form 990
$2,860,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,350,015
Salaries, Compensation, and Employee Benefits$1,027,587
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$772,366$85,818-$858,184
Fees for Services Management$330,367$34,933-$365,300
Travel$103,972--$103,972
Other Salaries and Wages$86,369$9,597-$95,966
Fees for Services Other$62,700--$62,700
Office Expenses$60,266$819-$61,085
Insurance$43,776--$43,776
Payroll Taxes$32,612$3,624-$36,236
Fees for Services Accounting-$30,336-$30,336
Other Employee Benefits$25,118$2,791-$27,909
Occupancy$15,968$1,774-$17,742
Pension Plan Contributions$8,363$929-$9,292
Information Technology$5,050--$5,050
Advertising$4,549--$4,549
Depreciation Depletion$2,019--$2,019
Other Expenses$425--$425
Total Functional Expenses$3,206,981$170,621$0$3,377,602

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,377,602
Total Expenses per Audited Statements$3,377,602
Total Expenses per Form 990$3,377,602
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Vp for FinanceOffice LeaseNo$14,806
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$26,922
Grantor Trust Liability$5,561
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“A copy of the form 990 is presented to and approved by the audit committee and then passed on to the full board of trustees for their review before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy forms are reviewed and updated annually. Each officer, advisory council member, and board trustee is required to sign the updated form on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Effective november 2020, the president and chief executive officer, who previously worked for emeriti as a consultant, was hired as a full-time employee at emeriti. At this time, the board held a special meeting, and at that meeting the prospective ceo proposed a compensation formula. The board discussed the proposal considering the compensation of prior ceos, the previous financial arrangement for 50% of the ceo's time, and the trustees' knowledge of compensation levels for comparable executives; then the board revised the proposal. Additional discussions occurred at the next regular board meeting, and at an executive session, the board agreed and adopted a resolution documenting the compensation of the ceo. 15b - senior management employees and related benefit schedules are prepared by the president and presented to the board of trustees for review.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Emeriti Consortium for
EIN
57-1194227
Phone
8455676666
Address
10800 BISCAYNE BOULEVARD SUITE 740, MIAMI, FL 33161

Signing Officer

Name
Timothy E Lane
Title
President and CEO
Phone
8455676666
Signed
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy E Lane
Formed
2003
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
0

Preparer

Firm
Prager Metis Cpas LLC
Address
510 HAIGHT AVENUE, POUGHKEEPSIE, NY 12603
Preparer
Hin Chiu Lo
Phone
8454737774
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management evaluates tax positions taken by emeriti and recognizes a tax liability if emeriti has taken an uncertain tax position that more likely than not will not be sustained upon examination by the internal revenue service. Management has concluded that as of year end, there are no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 541 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/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/MissionDesc0EMERITI IS A NON-PROFIT CONSORTIUM THAT WORKS WITH PUBLIC AND PRIVATE NON-PROFIT INSTITUTIONS TO PROVIDE HEALTHCARE SECURITY IN RETIREMENT. EMERITI OFFERS CUSTOMIZED PLAN DESIGNS FOR MEMBER INSTITUTIONS TO PROVIDE THEIR EMPLOYEES WITH SUSTAINABLE PROGRAMS FOR RETIREE HEALTH BENEFITS.CONSORTIUM MEMBERS INCLUDE ACADEMIC, CULTURAL, PUBLIC SECTOR, RESEARCH, PHILANTHROPIC, SCIENTIFIC, MEDICAL, AND EDUCATIONAL INSTITUTIONS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY EMERITI AND RECOGNIZES A TAX LIABILITY IF EMERITI HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF YEAR END, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
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