Civic Intelligence

Flagler System Health Benefit Trust

EIN 59-2745884 • 501(c)9 • Palm Beach, FL

Profile

The plan provides health benefits covering substantially all employees of flagler system, inc. And its subsidiaries.

PO Box 910Palm Beach, FL 33480

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

8.0%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$661,152

Down $217,333 (-25%) from 2015

Liabilities

Down

$39,152

Down $266,333 (-87%) from 2015

Net Assets

Up

$622,000

Up $49,000 (+8.6%) from 2015

Operations
Liabilities / Revenue44th percentileNet Margin43rd percentile

Revenue

Up

$9,115,201

Up $672,577 (+8.0%) from 2015

Expenses

Up

$9,066,201

Up $623,577 (+7.4%) from 2015

Net Income

Up

$49,000

Up $49,000 from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $632,383Liabilities 2011: $59,383Net Assets 2011: $573,0002011Assets 2012: $612,361Liabilities 2012: $39,361Net Assets 2012: $573,0002012Assets 2013: $609,532Liabilities 2013: $36,532Net Assets 2013: $573,0002013Assets 2014: $1,438,474Liabilities 2014: $865,474Net Assets 2014: $573,0002014Assets 2015: $878,485Liabilities 2015: $305,485Net Assets 2015: $573,0002015Assets 2016: $661,152Liabilities 2016: $39,152Net Assets 2016: $622,0002016

Highlighted filing

2016

Assets$661,152
Liabilities$39,152
Net Assets$622,000
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$10M$5.0M$0Expenses 2011: $7,894,5352011Expenses 2012: $7,126,1202012Expenses 2013: $7,245,7142013Revenue 2014: $8,149,665Expenses 2014: $8,149,665Net Income 2014: $02014Revenue 2015: $8,442,624Expenses 2015: $8,442,624Net Income 2015: $02015Revenue 2016: $9,115,201Expenses 2016: $9,066,201Net Income 2016: $49,0002016

Highlighted filing

2016

Revenue$9,115,201
Expenses$9,066,201
Net Income$49,000
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$661,152
Liabilities
$39,152
Net assets
$622,000
Revenue
$9,115,201
Expenses
$9,066,201
Net income
$49,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.62$9.12$9.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.31$0.57$8.44$8.44$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.87$0.57$8.15$8.15$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.04$0.57$7.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.04$0.57$7.13
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.06$0.57$7.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 11, 2017
Return Version
2015v3.0
Gross Receipts
$9,115,201
Mission and Program Overview

Mission

The plan provides health benefits covering substantially all employees of flagler system, inc. And its subsidiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$573,000$622,000▲ $49,000
Cash and Non-Interest-Bearing Accounts$743,047$504,119▼ $238,928
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$878,485$661,152▼ $217,333
Other Assets Total$135,438$157,033▲ $21,595
Liabilities
Other Liabilities$221,355$0▼ $221,355
Accounts Payable and Accrued Expenses$84,130$39,152▼ $44,978
Total Liabilities$305,485$39,152▼ $266,333
Net Assets / Fund Balance
Total Net Assets Fund Balance$573,000$622,000▲ $49,000
Total Liabilities and Net Assets / Fund Balance$878,485$661,152▼ $217,333

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$156,800--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Alex P GilmurrayTrustee
Atesh ChandraTrustee
Denise BoberTrustee
Paul N LeoneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,114,809
Investment Income
$392
Other Revenue
$0
Change in Net Assets
$49,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,115,201
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,115,201
Total Revenue per Form 990
$9,115,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,850,531
Other Expenses$2,215,670
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,850,531--$6,850,531
Other Expenses$885,717--$885,717
Total Functional Expenses$9,066,201$0$0$9,066,201

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,066,201
Total Expenses per Audited Statements$9,066,201
Total Expenses per Form 990$9,066,201
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“All voting board members were provided a copy of form 990 for review prior to filing.”

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

“Flagler system, inc. Has a corporate code of ethics policy that is reviewed and updated periodically by the audit committee and is available on the corporate internet. The policy is applicable to all of flagler system, inc. Entities, including but not limited to, flagler system health benefit trust. Flagler system, inc. Has an annual questionnaire that is sent to employees, board members and selected vendors. Each questionnaire is reviewed by internal audit and all "positive answers" are reviewed with the ethics committee and the final report is presented to the audit committee. During the year, any potential conflicts of interest that are brought to the attention of any ethics committee member are investigated by internal audit and legal to determine whether or not a conflict exists and how the issue will be resolved if there is a conflict. The full ethics committee is included in the final disposition of any investigation.”

Form 990, Part VI, Section C, Line 19

“They are available upon request in writing or by phone.”

Filing and Contact Details

Filer

Filer Name
Flagler System Health Benefit Trust
EIN
59-2745884
Phone
5616598430
Address
PO BOX 910, PALM BEACH, FL 33480

Signing Officer

Name
Alex Gilmurray
Title
Trustee
Phone
5616598430
Signed
2017-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Gilmurray
Formed
1989
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Templeton & Company Llp
Address
222 LAKEVIEW AVENUE SUITE 1200, WEST PALM BEACH, FL 33401
Preparer
John R Templeton
Phone
5617989988
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The plan's oversight policy has not changed.”

Raw XML Appendix344 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES HEALTH BENEFITS COVERING SUBSTANTIALLY ALL EMPLOYEES OF FLAGLER SYSTEM, INC. AND ITS SUBSIDIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FLAGLER SYSTEM INC
IRS990/BooksInCareOfDetail/PhoneNum05616598430
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE SOUTH COUNTY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033480
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL N LEONE
IRS990/Form990PartVIISectionAGrp/PersonNm1ATESH CHANDRA
IRS990/Form990PartVIISectionAGrp/PersonNm2DENISE BOBER
IRS990/Form990PartVIISectionAGrp/PersonNm3ALEX P GILMURRAY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06850531
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06850531
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09115201
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0392
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0392
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH BENEFITS COVERING SUBSTANTIALLY ALL EMPLOYEES OF FLAGLER SYSTEM, INC. AND ITS SUBSIDIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0573000
IRS990/NetAssetsOrFundBalancesEOYAmt0622000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1885717
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IRS990/OtherWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALEX GILMURRAY
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgSrvcAccomActy2Grp/Desc0INSURANCE PREMIUMS
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IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATIVE AND RELATED EXPENSES
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM EMPLOYER
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL BENEFITS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PARTICIPANTS CONTRIBUTE TO THE PLAN A MONTHLY PREMIUM AMOUNT AS DETERMINED BY THE TRUSTEES, BASED IN PART UPON A RATE ADEQUACY ANALYSIS PERFORMED BY BENEFIT CONSULTANTS. PARTICIPANTS MAY ALSO CONTRIBUTE AMOUNTS TO EXTEND COVERAGE TO ELIGIBLE DEPENDENTS. DEPENDENT COVERAGE IS A THREE-TIERED PROGRAM WHEREBY THE EMPLOYEE MAY ELECT EMPLOYEE/SPOUSE, EMPLOYEE/CHILDREN OR FULL FAMILY COVERAGE. FLAGLER SYSTEM, INC CONTRIBUTES PREMIUMS TO THE PLAN IN AN AMOUNT SUFFICIENT TO PAY FOR ALL CLAIMS AFTER TAKING INTO CONSIDERATION THE LEVEL OF EMPLOYEE PREMIUM CONTRIBUTIONS AS WELL AS AMOUNTS REQUIRED TO PAY LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, AND SHORT-TERM AND LONG-TERM DISABILITY INSURANCE PREMIUMS, AS WELL AS ADMINISTRATIVE EXPENSES. HEALTH CARE CLAIMS IN EXCESS OF STIPULATED AMOUNTS ARE INSURED BY AETNA. LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, SHORT-TERM AND LONG-TERM DISABILITY BENEFITS ARE INSURED BY LINCOLN FINANCIAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL VOTING BOARD MEMBERS WERE PROVIDED A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FLAGLER SYSTEM, INC. HAS A CORPORATE CODE OF ETHICS POLICY THAT IS REVIEWED AND UPDATED PERIODICALLY BY THE AUDIT COMMITTEE AND IS AVAILABLE ON THE CORPORATE INTERNET. THE POLICY IS APPLICABLE TO ALL OF FLAGLER SYSTEM, INC. ENTITIES, INCLUDING BUT NOT LIMITED TO, FLAGLER SYSTEM HEALTH BENEFIT TRUST. FLAGLER SYSTEM, INC. HAS AN ANNUAL QUESTIONNAIRE THAT IS SENT TO EMPLOYEES, BOARD MEMBERS AND SELECTED VENDORS. EACH QUESTIONNAIRE IS REVIEWED BY INTERNAL AUDIT AND ALL "POSITIVE ANSWERS" ARE REVIEWED WITH THE ETHICS COMMITTEE AND THE FINAL REPORT IS PRESENTED TO THE AUDIT COMMITTEE. DURING THE YEAR, ANY POTENTIAL CONFLICTS OF INTEREST THAT ARE BROUGHT TO THE ATTENTION OF ANY ETHICS COMMITTEE MEMBER ARE INVESTIGATED BY INTERNAL AUDIT AND LEGAL TO DETERMINE WHETHER OR NOT A CONFLICT EXISTS AND HOW THE ISSUE WILL BE RESOLVED IF THERE IS A CONFLICT. THE FULL ETHICS COMMITTEE IS INCLUDED IN THE FINAL DISPOSITION OF ANY INVESTIGATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THEY ARE AVAILABLE UPON REQUEST IN WRITING OR BY PHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S OVERSIGHT POLICY HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0650118212
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CORPORATE HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0FLAGLER SYSTEM INC
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ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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