Civic Intelligence

Housing Benefits Plan C/O John Pope Housing Solutions Alliance

990 • Fiscal year 2020 • EIN 62-1217327

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization ProfileN/A

View Organization Page

8610 King George DriveDallas, TX 75235

(800) 288-7623

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.09x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

50th percentile

5.4%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

56th percentile

8.6%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$17,546,746

Flat from 2020

Net Assets

Flat

$15,634,798

Flat from 2020

Liabilities

Flat

$1,911,948

Flat from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin50th percentile

Revenue

Flat

$20,954,949

Flat from 2020

Expenses

Flat

$19,830,288

Flat from 2020

Net Income

Flat

$1,124,661

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,966,221Liabilities 2010: $3,873,101Net Assets 2010: $5,093,1202010Assets 2011: $11,422,611Liabilities 2011: $3,823,985Net Assets 2011: $7,598,6262011Assets 2012: $14,457,368Liabilities 2012: $3,476,748Net Assets 2012: $10,980,6202012Assets 2013: $16,438,808Liabilities 2013: $3,321,955Net Assets 2013: $13,116,8532013Assets 2014: $18,051,264Liabilities 2014: $3,720,514Net Assets 2014: $14,330,7502014Assets 2015: $17,589,848Liabilities 2015: $4,803,304Net Assets 2015: $12,786,5442015Assets 2016: $17,981,593Liabilities 2016: $5,678,332Net Assets 2016: $12,303,2612016Assets 2017: $17,309,634Liabilities 2017: $5,991,897Net Assets 2017: $11,317,7372017Assets 2018: $16,562,594Liabilities 2018: $3,731,711Net Assets 2018: $12,830,8832018Assets 2019: $16,156,400Liabilities 2019: $1,704,347Net Assets 2019: $14,452,0532019Assets 2020: $17,546,746Liabilities 2020: $1,911,948Net Assets 2020: $15,634,7982020Assets 2020: $17,546,746Liabilities 2020: $1,911,948Net Assets 2020: $15,634,7982020Assets 2021: $17,278,471Liabilities 2021: $1,780,099Net Assets 2021: $15,498,3722021Assets 2022: $17,584,880Liabilities 2022: $3,963,763Net Assets 2022: $13,621,1172022Assets 2023: $16,552,145Liabilities 2023: $2,290,200Net Assets 2023: $14,261,9452023Assets 2024: $17,010,522Liabilities 2024: $2,228,052Net Assets 2024: $14,782,4702024

Highlighted filing

2020

Assets$17,546,746
Liabilities$1,911,948
Net Assets$15,634,798
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,800,7562010Expenses 2011: $12,058,5582011Revenue 2012: $13,732,750Expenses 2012: $10,267,481Net Income 2012: $3,465,2692012Revenue 2013: $13,657,197Expenses 2013: $11,369,434Net Income 2013: $2,287,7632013Revenue 2014: $13,783,241Expenses 2014: $12,432,834Net Income 2014: $1,350,4072014Revenue 2015: $15,954,246Expenses 2015: $17,394,945Net Income 2015: -$1,440,6992015Revenue 2016: $20,965,810Expenses 2016: $21,413,857Net Income 2016: -$448,0472016Revenue 2017: $22,722,459Expenses 2017: $23,660,886Net Income 2017: -$938,4272017Revenue 2018: $25,329,527Expenses 2018: $23,866,221Net Income 2018: $1,463,3062018Revenue 2019: $24,519,357Expenses 2019: $23,049,449Net Income 2019: $1,469,9082019Revenue 2020: $20,954,949Expenses 2020: $19,830,288Net Income 2020: $1,124,6612020Revenue 2020: $20,954,949Expenses 2020: $19,830,288Net Income 2020: $1,124,6612020Revenue 2021: $20,926,607Expenses 2021: $20,923,656Net Income 2021: $2,9512021Revenue 2022: $20,610,908Expenses 2022: $21,677,821Net Income 2022: -$1,066,9132022Revenue 2023: $22,465,752Expenses 2023: $22,418,447Net Income 2023: $47,3052023Revenue 2024: $23,957,250Expenses 2024: $23,909,281Net Income 2024: $47,9692024

Highlighted filing

2020

Revenue$20,954,949
Expenses$19,830,288
Net Income$1,124,661
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$20,954,949
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,452,053$15,634,798▲ $1,182,745
Investments Other Securities$12,389,974$13,093,185▲ $703,211
Accounts Receivable$1,871,594$2,745,161▲ $873,567
Cash and Non-Interest-Bearing Accounts$737,471$908,888▲ $171,417
Savings and Temporary Cash Investments$1,098,272$759,392▼ $338,880
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$16,156,400$17,546,746▲ $1,390,346
Other Assets Total$59,089$40,120▼ $18,969
Liabilities
Deferred Revenue$1,661,979$1,859,671▲ $197,692
Accounts Payable and Accrued Expenses$42,368$52,277▲ $9,909
Total Liabilities$1,704,347$1,911,948▲ $207,601
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,452,053$15,634,798▲ $1,182,745
Total Liabilities and Net Assets / Fund Balance$16,156,400$17,546,746▲ $1,390,346

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,454,276--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
L Thomas RoweBoard Chair
Shaundra ClarkBoard Vice-chair
Belinda SnowBoard Member
Bob RorahBoard Member
Ebby GreenBoard Member
Jacob OglesbyBoard Member
Michael P SweetBoard Member
Rhonda AbbottBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Hall Benefit LawAdministration270 CARPENTER DRIVE SUITE 325, Atlanta, GA 30328$196,634
Mercer Health & Benefits LLCAdministrationP O BOX 730182, Dallas, TX 75373$113,698
Housing Solutions AllianceAdministration330 MARSHALL STREET SUITE 900, Shreveport, LA 71101$105,255
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,567,814
Investment Income
$227,861
Other Revenue
$159,274
Change in Net Assets
$1,124,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,927,373
Revenue Not Reported on Financial Statements
$27,576
Revenue Not Reported on Form 990
$58,084
Total Revenue per Audited Statements
$20,985,457
Total Revenue per Form 990
$20,954,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,830,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$196,827
Fees for Services Other---$103,461
Fees for Services Accounting---$51,600
Fees for Service Investment Mgmnt Fees---$27,576
Insurance---$11,830
Conferences and Meetings---$10,093
Other Expenses---$5,910
Advertising---$3,690
All Other Expenses---$515
Total Functional Expenses$0$0$0$19,830,288

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,830,288
Expenses per Audited Statements$19,802,712
Total Expenses per Audited Statements$19,802,712
Expenses Not Reported on Financial Statements$27,576
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“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.”

Form 990, Part VI, Section A, Line 7A

“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.”

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

“The form 990 is reviewed by the board chair and other members of the audit committee before the final copy is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Housing Benefits Plan
EIN
62-1217327
Phone
8002887623
Address
8610 KING GEORGE DRIVE, DALLAS, TX 75235

Signing Officer

Name
L Thomas Rowe
Title
Board Chair
Phone
8002887623
Signed
2021-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
L Thomas Rowe
Formed
1984
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
SIX CONCOURSE PARKWAY SUITE 600, ATLANTA, GA 30328
Preparer
M Susan Hill
Phone
7703961100
Raw XML AppendixShowing 400 of 430 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042368
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052277
IRS990/AccountsReceivableGrp/BOYAmt01871594
IRS990/AccountsReceivableGrp/EOYAmt02745161
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS, LIFE INSURANCE COVERAGE, LONG-TERM DISABILITY BENEFITS, VISION CARE AND DEATH BENEFITS TO PARTICIPANTS, THEIR BENEFICIARIES AND COVERED DEPENDENTS.
IRS990/AdvertisingGrp/TotalAmt03690
IRS990/AllOtherExpensesGrp/TotalAmt0515
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN POPE HOUSING SOLUTIONS ALLIANCE
IRS990/BooksInCareOfDetail/PhoneNum02143587551
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08610 KING GEORGE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075235
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0737471
IRS990/CashNonInterestBearingGrp/EOYAmt0908888
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt010093
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0196634
IRS990/ContractorCompensationGrp/CompensationAmt1113698
IRS990/ContractorCompensationGrp/CompensationAmt2105255
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0270 CARPENTER DRIVE SUITE 325
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1P O BOX 730182
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2330 MARSHALL STREET SUITE 900
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SHREVEPORT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2LA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd030328
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd175373
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd271101
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0HALL BENEFIT LAW
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MERCER HEALTH & BENEFITS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HOUSING SOLUTIONS ALLIANCE
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0227861
IRS990/CYOtherExpensesAmt019830288
IRS990/CYOtherRevenueAmt0159274
IRS990/CYProgramServiceRevenueAmt020567814
IRS990/CYRevenuesLessExpensesAmt01124661
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019830288
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020954949
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01661979
IRS990/DeferredRevenueGrp/EOYAmt01859671
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SEE 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/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt051600
IRS990/FeesForServicesLegalGrp/TotalAmt0196827
IRS990/FeesForServicesOtherGrp/TotalAmt0103461
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027576
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0L THOMAS ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAUNDRA CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2JACOB OGLESBY
IRS990/Form990PartVIISectionAGrp/PersonNm3EBBY GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm4BELINDA SNOW
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL P SWEET
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB RORAH
IRS990/Form990PartVIISectionAGrp/PersonNm7RHONDA ABBOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020954949
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt011830
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0227861
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0227861
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012389974
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt013093185
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014452053
IRS990/NetAssetsOrFundBalancesEOYAmt015634798
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt058084
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt059089
IRS990/OtherAssetsTotalGrp/EOYAmt040120
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DIRECT CLAIMS FROM PART
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMUIMS PAID
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt018920778
IRS990/OtherExpensesGrp/TotalAmt1286665
IRS990/OtherExpensesGrp/TotalAmt2211343
IRS990/OtherExpensesGrp/TotalAmt35910
IRS990/OtherRevenueMiscGrp/BusinessCd0524292
IRS990/OtherRevenueMiscGrp/BusinessCd1524292
IRS990/OtherRevenueMiscGrp/Desc0UHC ANNUAL CREDITS FOR OPERATING
IRS990/OtherRevenueMiscGrp/Desc1SUBROGATION SETTLEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0124605
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt134669
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0124605
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt134669
IRS990/OtherRevenueTotalAmt0159274
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0L THOMAS ROWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/BusinessCd2524292
IRS990/ProgramServiceRevenueGrp/BusinessCd3524292
IRS990/ProgramServiceRevenueGrp/BusinessCd4524292
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PREMIUM INCOME DENTAL
IRS990/ProgramServiceRevenueGrp/Desc2PREMIUM INCOME LTD
IRS990/ProgramServiceRevenueGrp/Desc3PREMIUM VISION INCOME
IRS990/ProgramServiceRevenueGrp/Desc4PREMIUM INCOME LIFE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019749673
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1524498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2115378
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3104100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt474165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019749673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1524498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2115378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3104100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt474165
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0939510
IRS990/PYOtherExpensesAmt023049449
IRS990/PYOtherRevenueAmt0125000
IRS990/PYProgramServiceRevenueAmt023454847
IRS990/PYRevenuesLessExpensesAmt01469908
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023049449
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024519357
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01124661
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014452053
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015634798
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01098272
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0759392
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027576
IRS990ScheduleD/ExpensesSubtotalAmt019802712
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027576
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027576
IRS990ScheduleD/NetUnrealizedGainsInvstAmt058084
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03822218
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15367805
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21448886
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32454276
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AGENCY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2TREASURY NOTES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TREASURY BILLS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt058084
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027576
IRS990ScheduleD/RevenueSubtotalAmt020927373
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt013093185
IRS990ScheduleD/TotalExpensesPerForm990Amt019830288
IRS990ScheduleD/TotalRevenuePerForm990Amt020954949
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020985457
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019802712
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1BOARD 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/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD CHAIR AND OTHER MEMBERS OF THE AUDIT COMMITTEE BEFORE THE FINAL COPY IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST REGIONAL COUNCIL OF NAHRO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOUTHEAST REGIONAL COUNCIL OF NAHRO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521610151
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1521629630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING AND EDUCATIONAL ACTIVITIES FOR PHA'S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRAINING AND EDUCATIONAL ACTIVITIES FOR PHA'S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02375 RODGERS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OLNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FORT MILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd076374
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd129716
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016156400
IRS990/TotalAssetsEOYAmt017546746
IRS990/TotalAssetsGrp/BOYAmt016156400
IRS990/TotalAssetsGrp/EOYAmt017546746
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019830288
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01704347
IRS990/TotalLiabilitiesEOYAmt01911948
IRS990/TotalLiabilitiesGrp/BOYAmt01704347
IRS990/TotalLiabilitiesGrp/EOYAmt01911948
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014452053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015634798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt020567814
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020954949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020954949
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016156400
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017546746
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08610 KING GEORGE DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075235
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,546,746
Liabilities
$1,911,948
Net assets
$15,634,798
Revenue
$20,954,949
Expenses
$19,830,288
Net income
$1,124,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.23$14.8$24.0$23.9$0.05
2023Summary only. Only limited summary data is available for this year.$16.6$2.29$14.3$22.5$22.4$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$3.96$13.6$20.6$21.7$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$1.78$15.5$20.9$20.9$0.00
2020Detailed filing. Detailed filing data is available for this year.$17.5$1.91$15.6$21.0$19.8$1.12
2020Summary only. Only limited summary data is available for this year.$17.5$1.91$15.6$21.0$19.8$1.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$1.70$14.5$24.5$23.0$1.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$3.73$12.8$25.3$23.9$1.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$5.99$11.3$22.7$23.7$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$5.68$12.3$21.0$21.4$0.45
2015Detailed filing. Detailed filing data is available for this year.$17.6$4.80$12.8$16.0$17.4$1.44
2014Detailed filing. Detailed filing data is available for this year.$18.1$3.72$14.3$13.8$12.4$1.35
2013Summary only. Only limited summary data is available for this year.$16.4$3.32$13.1$13.7$11.4$2.29
2012Summary only. Only limited summary data is available for this year.$14.5$3.48$11.0$13.7$10.3$3.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.82$7.60$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$3.87$5.09$11.8