Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
990 • Fiscal year 2015 • EIN 62-1217327
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
75th percentile
Higher debt load relative to assets than 75% of similar nonprofits.
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Assets
Down$17,589,848
Down $461,416 (-2.6%) from 2014
Net Assets
Down$12,786,544
Down $1,544,206 (-11%) from 2014
Liabilities
Up$4,803,304
Up $1,082,790 (+29%) from 2014
Revenue
Up$15,954,246
Up $2,171,005 (+16%) from 2014
Expenses
Up$17,394,945
Up $4,962,111 (+40%) from 2014
Net Income
Down-$1,440,699
Down $2,791,106 (-207%) from 2014
The Purpose of the Plan shall be to provide medical and other benefits permissable under Section 501(c)(9) of the Internal Revenue Code of 1986, as amended ("Code") to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the Plan ("Employer") which voluntarily elect to participate in the Plan.
Provide health benefits, life insurance coverage, long-term disability benefits, vision care and death benefits to participants, their beneficiaries and covered dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $15,542,977 | $15,119,960 | ▼ $423,017 |
| Rtn Earn Endowment Incm Other Fnds | $14,330,750 | $12,786,544 | ▼ $1,544,206 |
| Savings and Temporary Cash Investments | $1,908,764 | $1,592,276 | ▼ $316,488 |
| Accounts Receivable | $560,856 | $849,497 | ▲ $288,641 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $18,051,264 | $17,589,848 | ▼ $461,416 |
| Other Assets Total | $38,667 | $28,115 | ▼ $10,552 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,075,056 | $1,967,716 | ▲ $892,660 |
| Deferred Revenue | $1,207,746 | $1,700,514 | ▲ $492,768 |
| Other Liabilities | $1,437,712 | $1,135,074 | ▼ $302,638 |
| Total Liabilities | $3,720,514 | $4,803,304 | ▲ $1,082,790 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $14,330,750 | $12,786,544 | ▼ $1,544,206 |
| Total Liabilities and Net Assets / Fund Balance | $18,051,264 | $17,589,848 | ▼ $461,416 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $1,751,427 | - | - |
| Name | Title |
|---|---|
| Don Alexander | Board Chair |
| Jack McCord | Board Vice-Chair |
| Belinda Snow | Board Member |
| Burnetta Smith | Board Member |
| Dan McCarthy | Board Member |
| Katie Anderson | Board Member |
| L Thomas Rowe | Board Member |
| Shaundra Clark | Board Member |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Professional Benefits Administrators | Administration | PO Box 4687, Oak Brook, IL 60522 | $537,228 |
| Blue Cross Blue Shield of Illinois | Administration | 300 East Randolph Street, Chicago, IL 60601 | $175,039 |
| Mercer | Administration & Consulting | 10 South Wacker Drive Suite 1700, Chicago, IL 60606 | $100,610 |
| Line Item | Amount |
|---|---|
| Other Expenses | $17,394,945 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | - | - | - | $84,727 |
| Fees for Services Accounting | - | - | - | $83,050 |
| Fees for Services Other | - | - | - | $60,520 |
| Conferences and Meetings | - | - | - | $54,212 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $36,505 |
| All Other Expenses | - | - | - | $15,403 |
| Insurance | - | - | - | $11,830 |
| Advertising | - | - | - | $7,328 |
| Fees for Services Legal | - | - | - | $6,755 |
| Total Functional Expenses | $0 | $0 | $0 | $17,394,945 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $17,394,945 |
| Expenses per Audited Statements | $16,977,040 |
| Total Expenses per Audited Statements | $16,977,040 |
| Expenses Not Reported on Financial Statements | $417,905 |
| Other Expense Adjustments | $381,400 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Reserve for claims incurred but not reported | $1,135,074 |
“The organization delegates 3rd party claims administration duties to: Mercer Administration 2610 Northgate Drive Iowa City, Iowa 52245 Mercer's duties include: billings, premium collections, and claim payments.”
“Board members are appointed by the presidents of SERC-NAHRO and SWRC-NAHRO, subject to confirmation by a majority of the members of the Executive Committees of the SERC & SWRC NAHRO organizations.”
“The Form 990 is reviewed by the Board Chair and other members of the Audit Committee before the final copy is filed.”
“The Organization makes its documents available upon request.”
“Subrogation Settlements 21,339.”
“Change in benefit obligation 360,061. Subrogation Settlements 21,339.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1075056 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1967716 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 560856 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 849497 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Provide health benefits, life insurance coverage, long-term disability benefits, vision care and death benefits to participants, their beneficiaries and covered dependents. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 7328 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 15403 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | John Pope Housing Solutions Alliance |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2143587551 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8610 King George Drive |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Dallas |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75235 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 54212 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 537228 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 175039 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 100610 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO Box 4687 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 300 East Randolph Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 10 South Wacker Drive Suite 1700 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Oak Brook |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Chicago |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | Chicago |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60522 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 60606 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Professional Benefits Administrators |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Blue Cross Blue Shield of Illinois |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | Mercer |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Administration |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Administration |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Administration & Consulting |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 199011 |
| IRS990/CYOtherExpensesAmt | 0 | 17394945 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 15755235 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -1440699 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 17394945 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 15954246 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1207746 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1700514 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | See Schedule OProvision of health benefits (medical, hospital, surgical, major medical and dental), life insurance coverage, long-term disability benefits, vision care and dental benefits to participants, their beneficiaries and covered dependents. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 83050 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 6755 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 60520 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 36505 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | L Thomas Rowe |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Shaundra Clark |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Dan McCarthy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Katie Anderson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Belinda Snow |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Don Alexander |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Jack McCord |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Burnetta Smith |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Board Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Board Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Board Member |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1984 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 15954246 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 11830 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 199011 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 199011 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 15542977 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 15119960 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | GA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | The Purpose of the Plan shall be to provide medical and other benefits permissable under Section 501(c)(9) of the Internal Revenue Code of 1986, as amended ("Code") to those employees (and their dependents and beneficiaries) of member local housing authorities, redevelopment agencies and of the Plan ("Employer") which voluntarily elect to participate in the Plan. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 14330750 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12786544 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -103507 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 38667 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 28115 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Direct Claims from Part |
| IRS990/OtherExpensesGrp/Desc | 1 | Administrative Fees |
| IRS990/OtherExpensesGrp/Desc | 2 | Insurance Premuims paid |
| IRS990/OtherExpensesGrp/Desc | 3 | Transitional Reinsuranc |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15480465 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 906493 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 647657 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 84727 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1437712 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1135074 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Don Alexander |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 524292 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Premium Income |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Premium Income Dental |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Premium Income LTD |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Premium Vision Income |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | Premium Income Life |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 14960398 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 515643 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 120432 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 97801 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 60961 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 14960398 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 515643 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 120432 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 97801 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 60961 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 204970 |
| IRS990/PYOtherExpensesAmt | 0 | 12432834 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 13578271 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1350407 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 12432834 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 13783241 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -1440699 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 14330750 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 12786544 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1908764 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1592276 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 417905 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 16977040 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 36505 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 36505 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -103507 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 381400 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1135074 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Reserve for claims incurred but not reported |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 21339 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 7880760 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 5487773 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 1751427 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | Agency bonds |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Certificates of deposit |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | Treasury notes |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -103507 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 57844 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 15896402 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Subrogation Settlements 21,339. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Change in benefit obligation 360,061. Subrogation Settlements 21,339. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XI, Line 4b - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 15119960 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 17394945 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1135074 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 15954246 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 15792895 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 16977040 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The organization delegates 3rd party claims administration duties to: Mercer Administration 2610 Northgate Drive Iowa City, Iowa 52245 Mercer's duties include: billings, premium collections, and claim payments. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Board members are appointed by the presidents of SERC-NAHRO and SWRC-NAHRO, subject to confirmation by a majority of the members of the Executive Committees of the SERC & SWRC NAHRO organizations. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Form 990 is reviewed by the Board Chair and other members of the Audit Committee before the final copy is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Organization makes its documents available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Southwest Regional Council of NAHRO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | Southeast Regional Council of NAHRO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 521610151 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 521629630 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501 (c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501 (c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | SC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Training and educational activities for PHA's |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | Training and educational activities for PHA's |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 9 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | 9 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 2375 Rodgers Road |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | P O Box 220 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Olney |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | Fort Mill |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | SC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 76374 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 29716 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 18051264 |
| IRS990/TotalAssetsEOYAmt | 0 | 17589848 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 18051264 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 17589848 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 17394945 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3720514 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 4803304 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3720514 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 4803304 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 14330750 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 12786544 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 15755235 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 15954246 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 15954246 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 18051264 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 17589848 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 8610 King George Drive |
| IRS990/USAddress/CityNm | 0 | Dallas |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 75235 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Don Alexander |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Board Chair |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8002887623 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-10-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Housing Benefits Plan |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | c/o John Pope Housing Solutions Alliance |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HOUS |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.