Civic Intelligence

Alabama League of Savings Institutions Health Care Plan and Trust

990EZ • Fiscal year 2014 • EIN 63-0927027

Jan 01, 2014 to Dec 19, 2014 • Filed on Feb 12, 2015

Organization ProfileN/A

View Organization Page

7515 Halcyon Summit Drive No 301Montgomery, AL 36117

(334) 244-9456

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

42nd percentile

-1.6%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

6th percentile

-100%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-84%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $63,868 (-100%) from 2013

Net Assets

Down

$0

Down $2,624 (-100%) from 2013

Liabilities

Down

$0

Down $61,244 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin42nd percentile

Revenue

Down

$165,821

Down $870,898 (-84%) from 2013

Expenses

Down

$168,445

Down $766,736 (-82%) from 2013

Net Income

Down

-$2,624

Down $104,162 (-103%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $173,506Liabilities 2011: $272,216Net Assets 2011: -$98,7102011Assets 2012: $93,820Liabilities 2012: $192,734Net Assets 2012: -$98,9142012Assets 2013: $63,868Liabilities 2013: $61,244Net Assets 2013: $2,6242013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,075,928Expenses 2011: $1,079,111Net Income 2011: -$3,1832011Revenue 2012: $1,024,895Expenses 2012: $1,025,099Net Income 2012: -$2042012Revenue 2013: $1,036,719Expenses 2013: $935,181Net Income 2013: $101,5382013Revenue 2014: $165,821Expenses 2014: $168,445Net Income 2014: -$2,6242014

Highlighted filing

2014

Revenue$165,821
Expenses$168,445
Net Income-$2,624
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 19, 2014
Signed
Feb 12, 2015
Return Version
2014v5.0
Gross Receipts
$165,821
Mission and Program Overview

Mission

Administration of major medical and life insurance programs, premium collection, and claims disbursement for employees of savings and loan institutions.

Program Services

DescriptionGrantsExpenses
ADMINISTRATION OF MAJOR MEDICAL AND LIFE INSURANCE PROGRAMS, PREMIUM COLLECTION, AND CLAIMS DISBURSEMENT FOR EMPLOYEES OF SAVINGS AND LOAN INSTITUTIONS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB FINNEYChairman-$0--
JIMMY RAMAGEChairman-Elect-$0--
CLAUDE EDWARDSVice Chairman-$0--
WILL WALKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alabama League of Savings Institutions
EIN
63-0927027
Phone
3342449456
Address
7515 HALCYON SUMMIT DRIVE NO 301, MONTGOMERY, AL 36117

Signing Officer

Name
Scott Latham
Title
CEO
Phone
3342449456
Signed
2015-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
P O BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Christine K Cook
Phone
3348347660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance premiums. Amount: 167,290. Description: administrative fees. Amount: 1,155. Total to form 990-ez, line 16: 168,445.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: pledges and grants receivable. Beg. Of year amount: 37,887. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loan from aba. Beg. Of year amount: 23,730. End of year amount: 0. Description: accounts payable and accrued expenses. Beg. Of year amount: 37,314. End of year amount: 0. Description: deferred revenue. Beg. Of year amount: 200. End of year amount: 0.”

Raw XML Appendix124 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03342449456
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07515 HALCYON SUMMIT DRIVE NO 301
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB FINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIMMY RAMAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDE EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt037887
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0168445
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ADMINISTRATION OF MAJOR MEDICAL AND LIFE INSURANCE PROGRAMS, PREMIUM COLLECTION, AND CLAIMS DISBURSEMENT FOR EMPLOYEES OF SAVINGS AND LOAN INSTITUTIONS.
IRS990EZ/ProgramServiceRevenueAmt0165821
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTRATION OF MAJOR MEDICAL AND LIFE INSURANCE PROGRAMS, PREMIUM COLLECTION, AND CLAIMS DISBURSEMENT FOR EMPLOYEES OF SAVINGS AND LOAN INSTITUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0168445
IRS990EZ/TotalRevenueAmt0165821
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NONE
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 167,290. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 1,155. TOTAL TO FORM 990-EZ, LINE 16: 168,445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PLEDGES AND GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 37,887. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LOAN FROM ABA. BEG. OF YEAR AMOUNT: 23,730. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 37,314. END OF YEAR AMOUNT: 0. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 200. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT LATHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03342449456
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA LEAGUE OF SAVINGS INSTITUTIONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH CARE PLAN AND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0630927027
ReturnHeader/Filer/PhoneNum03342449456
ReturnHeader/Filer/USAddress/AddressLine1Txt07515 HALCYON SUMMIT DRIVE NO 301
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE K COOK
ReturnHeader/ReturnTs02015-02-12T15:11:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-19
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$165,821
Expenses
$168,445
Net income
-$2,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$0.17$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$1.04$0.94$0.10
2012Summary only. Only limited summary data is available for this year.$0.09$0.19$0.10$1.02$1.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.17$0.27$0.10$1.08$1.08$0.00