Civic Intelligence

Alabama Self Insurers Association

990 • Fiscal year 2013 • EIN 63-1074482

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

PO Box 240757Montgomery, AL 36124-0757

(334) 260-7970

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

53rd percentile

4.4%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$307,100

Up $13,027 (+4.4%) from 2012

Net Assets

Up

$303,672

Up $13,399 (+4.6%) from 2012

Liabilities

Down

$3,428

Down $372 (-9.8%) from 2012

Revenue

$367,182

No earlier filing loaded for comparison.

Expenses

Up

$365,869

Up $9,109 (+2.6%) from 2012

Net Income

$1,313

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $286,586Liabilities 2010: $23,360Net Assets 2010: $263,2262010Assets 2011: $308,609Liabilities 2011: $38,274Net Assets 2011: $270,3352011Assets 2012: $294,073Liabilities 2012: $3,800Net Assets 2012: $290,2732012Assets 2013: $307,100Liabilities 2013: $3,428Net Assets 2013: $303,6722013Assets 2014: $342,922Liabilities 2014: $22,265Net Assets 2014: $320,6572014Assets 2015: $314,120Liabilities 2015: $0Net Assets 2015: $314,1202015Assets 2016: $344,483Liabilities 2016: $0Net Assets 2016: $344,4832016Assets 2017: $381,209Liabilities 2017: $0Net Assets 2017: $381,2092017Assets 2018: $363,932Liabilities 2018: $0Net Assets 2018: $363,9322018Assets 2019: $422,706Liabilities 2019: $0Net Assets 2019: $422,7062019Assets 2020: $369,586Liabilities 2020: $0Net Assets 2020: $369,5862020Assets 2021: $419,182Liabilities 2021: $100Net Assets 2021: $419,0822021Assets 2022: $368,454Liabilities 2022: $0Net Assets 2022: $368,4542022Assets 2023: $366,731Liabilities 2023: $0Net Assets 2023: $366,7312023Assets 2024: $340,514Liabilities 2024: $0Net Assets 2024: $340,5142024

Highlighted filing

2013

Assets$307,100
Liabilities$3,428
Net Assets$303,672

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $294,7952010Expenses 2011: $364,7312011Expenses 2012: $356,7602012Revenue 2013: $367,182Expenses 2013: $365,869Net Income 2013: $1,3132013Revenue 2014: $365,851Expenses 2014: $350,117Net Income 2014: $15,7342014Revenue 2015: $373,320Expenses 2015: $363,504Net Income 2015: $9,8162015Revenue 2016: $380,921Expenses 2016: $360,373Net Income 2016: $20,5482016Revenue 2017: $417,690Expenses 2017: $409,542Net Income 2017: $8,1482017Revenue 2018: $394,218Expenses 2018: $380,278Net Income 2018: $13,9402018Revenue 2019: $391,345Expenses 2019: $375,543Net Income 2019: $15,8022019Revenue 2020: $118,950Expenses 2020: $191,872Net Income 2020: -$72,9222020Revenue 2021: $323,114Expenses 2021: $295,259Net Income 2021: $27,8552021Revenue 2022: $385,629Expenses 2022: $374,429Net Income 2022: $11,2002022Revenue 2023: $378,608Expenses 2023: $403,132Net Income 2023: -$24,5242023Revenue 2024: $384,866Expenses 2024: $417,586Net Income 2024: -$32,7202024

Highlighted filing

2013

Revenue$367,182
Expenses$365,869
Net Income$1,313
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$411,047
Mission and Program Overview

Mission

To represent the interests of employers in alabama who self-insure workers' compensation coverage on their employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$290,273$303,672▲ $13,399
Investments Other Securities$157,576$149,854▼ $7,722
Investments in Publicly Traded Securities$117,519$145,259▲ $27,740
Savings and Temporary Cash Investments$11,968$11,987▲ $19
Cash and Non-Interest-Bearing Accounts$6,935$0▼ $6,935
Accounts Receivable$75$0▼ $75
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$294,073$307,100▲ $13,027
Liabilities
Deferred Revenue$3,800$2,340▼ $1,460
Other Liabilities$0$1,088▲ $1,088
Total Liabilities$3,800$3,428▼ $372
Net Assets / Fund Balance
Total Net Assets Fund Balance$290,273$303,672▲ $13,399
Total Liabilities and Net Assets / Fund Balance$294,073$307,100▲ $13,027

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,090$5,090
Other Securities$24,750--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles HoughPresident
Doug KitchensVice President
Allen McleanDirector
Anna ScottDirector
Boyd KellyDirector
Chris AlexanderDirector
Connie CoxDirector
Don JonesDirector
Donnis ChiarellaDirector
Marion McqueenDirector
Paul CarterDirector
Rick BrownDirector
Tim HuffmanDirector
Vann WilhiteDirector
Charles CarrExecutive Director
Sam TerrellSecretary
Randal H WardTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Group Management Services LLCManagement Services-$111,024
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$353,315
Investment Income
$11,152
Other Revenue
$2,715
Change in Net Assets
$1,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,869
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
Conferences and Meetings---$185,392
Fees for Services Management---$96,564
Fees for Services Lobbying---$15,000
Other Expenses---$5,450
All Other Expenses---$4,408
Fees for Services Accounting---$3,329
Fees for Service Investment Mgmnt Fees---$3,020
Insurance---$2,572
Travel---$505
Office Expenses---$3
Occupancy---$2
Total Functional Expenses$0$0$0$365,869
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$21,364
Political Expenditures$20,255
Current Year Nondeductible Lobbying and Political Cost$19,054
Section 527 Activity Spending$15,000
Total Exempt Function Spending$15,000

Section 527 Organizations

OrganizationLocationAmount
58-2467507-$15,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Overdraft$1,088
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 is professionally managed by group management services, llc.

Form 990, Part VI, Section A, Line 6

The organization has members.

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

Members of the organizaton elect the board of directors

Form 990, Part VI, Section B, Line 11

Form 990 is not reviewed by the board of directors before filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

EIN
63-1074482
Phone
3342607970

Signing Officer

Name
Larry Vinson
Title
Administrative Director
Phone
3342607970
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Vinson
Formed
1992
Legal Domicile
Al
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
16

Preparer

Preparer
Phyllis S Ingram CPA
Phone
3342716678
Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT
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IRS990/OtherRevenueMiscGrp/BusinessCd0511120
IRS990/OtherRevenueMiscGrp/BusinessCd1511120
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0NEWSLETTER ADS
IRS990/OtherRevenueMiscGrp/Desc1MEMBERSHIP DIRECTORY
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01290
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt225
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01400
IRS990/OtherRevenueTotalAmt02715
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0LARRY VINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1WINTER WORKSHOP
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0200197
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt174238
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt264880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0200197
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt264880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314000
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SELF-INSURERS EDUCATIONAL SEMINARS ON ISSUES RELATED TO WORKERS COMPENSATION INSURANCE AND MANAGEMENT OF RELATED RISKS.
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE FORUM FOR MEMBERS TO DEVELOP THEIR SKILLS AND EXPERTISE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09651
IRS990/PYOtherExpensesAmt0356760
IRS990/PYOtherRevenueAmt03745
IRS990/PYProgramServiceRevenueAmt0342019
IRS990/PYRevenuesLessExpensesAmt0-1345
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0356760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0355415
IRS990/ReconcilationRevenueExpnssAmt01313
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0290273
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0303672
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011987
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt016220
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/CarriedOverAmt05144
IRS990ScheduleC/DuesAssessmentsAmt064880
IRS990ScheduleC/Expended527ActivitiesAmt015000
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt02310
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt019054
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt021364
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt020255
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt05255
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0582467507
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine10COMP PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt015000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine10PO BOX 240669
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/City0MONTGOMERY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/State0AL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCode036124
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TotalExemptFunctionExpendAmt015000
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05090
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OVERDRAFT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt029066
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt142888
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224309
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328841
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt424750
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX INCOME FUND N/L
IRS990ScheduleD/OtherSecuritiesGrp/Desc1JPMORGAN CORE BOND FUND CLASS A M/F
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MFS RESEARCH FUND CLASS A M/F
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PIMCO TOTAL RETURN
IRS990ScheduleD/OtherSecuritiesGrp/Desc4JPMORGAN U.S. LARGE CAP CORE PLUS FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0149854
IRS990ScheduleD/TotalLiabilityAmt01088
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PROFESSIONALLY MANAGED BY GROUP MANAGEMENT SERVICES, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATON ELECT THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS NOT REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0294073
IRS990/TotalAssetsEOYAmt0307100
IRS990/TotalAssetsGrp/BOYAmt0294073
IRS990/TotalAssetsGrp/EOYAmt0307100
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365869
IRS990/TotalGrossUBIAmt01400
IRS990/TotalLiabilitiesBOYAmt03800
IRS990/TotalLiabilitiesEOYAmt03428

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$3.85$4.18$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$3.79$4.03$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$3.86$3.74$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$3.23$2.95$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$1.19$1.92$0.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$3.91$3.76$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$3.94$3.80$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$4.18$4.10$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$3.81$3.60$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$3.73$3.64$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.22$3.21$3.66$3.50$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.07$0.03$3.04$3.67$3.66$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.04$2.90$3.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.38$2.70$3.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.23$2.63$2.95