Civic Intelligence

Three Rivers Planning & Dev Dist Employee Medical Benefits Plan

990 • Fiscal year 2013 • EIN 64-0881920

Oct 01, 2012 to Sep 30, 2013 • Filed on Apr 28, 2014

Organization ProfileN/A
PO Box 69038863
Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

26th percentile

-5.2%

Faster asset growth than 26% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,124,592

Down $61,415 (-5.2%) from 2012

Net Assets

Down

$1,124,592

Down $61,415 (-5.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$718,062

Up $241,479 (+51%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,091,259Liabilities 2011: $0Net Assets 2011: $1,091,2592011Assets 2012: $1,186,007Liabilities 2012: $0Net Assets 2012: $1,186,0072012Assets 2013: $1,124,592Liabilities 2013: $0Net Assets 2013: $1,124,5922013Assets 2014: $1,181,127Liabilities 2014: $0Net Assets 2014: $1,181,1272014Assets 2015: $1,164,718Liabilities 2015: $0Net Assets 2015: $1,164,7182015Assets 2016: $1,082,601Liabilities 2016: $0Net Assets 2016: $1,082,6012016Assets 2017: $1,012,564Liabilities 2017: $0Net Assets 2017: $1,012,5642017Assets 2018: $925,632Liabilities 2018: $0Net Assets 2018: $925,6322018Assets 2019: $980,558Liabilities 2019: $0Net Assets 2019: $980,5582019Assets 2020: $1,093,306Liabilities 2020: $0Net Assets 2020: $1,093,3062020Assets 2021: $1,220,622Liabilities 2021: $0Net Assets 2021: $1,220,6222021Assets 2022: $1,241,851Liabilities 2022: $0Net Assets 2022: $1,241,8512022Assets 2023: $1,055,416Liabilities 2023: $0Net Assets 2023: $1,055,4162023Assets 2024: $959,994Liabilities 2024: $0Net Assets 2024: $959,9942024

Highlighted filing

2013

Assets$1,124,592
Liabilities$0
Net Assets$1,124,592
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $792,630Expenses 2011: $695,281Net Income 2011: $97,3492011Expenses 2012: $476,5832012Expenses 2013: $718,0622013Revenue 2014: $716,301Expenses 2014: $653,672Net Income 2014: $62,6292014Revenue 2015: $690,967Expenses 2015: $707,377Net Income 2015: -$16,4102015Revenue 2016: $761,250Expenses 2016: $843,367Net Income 2016: -$82,1172016Revenue 2017: $749,524Expenses 2017: $819,561Net Income 2017: -$70,0372017Revenue 2018: $808,077Expenses 2018: $895,009Net Income 2018: -$86,9322018Revenue 2019: $833,283Expenses 2019: $778,357Net Income 2019: $54,9262019Revenue 2020: $1,265,319Expenses 2020: $1,152,571Net Income 2020: $112,7482020Revenue 2021: $1,392,304Expenses 2021: $1,264,988Net Income 2021: $127,3162021Revenue 2022: $1,361,568Expenses 2022: $1,340,339Net Income 2022: $21,2292022Revenue 2023: $1,315,943Expenses 2023: $1,502,378Net Income 2023: -$186,4352023Revenue 2024: $1,425,537Expenses 2024: $1,520,959Net Income 2024: -$95,4222024

Highlighted filing

2013

Revenue-
Expenses$718,062
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Apr 28, 2014
Return Version
2012v2.1
Gross Receipts
$656,647
Mission and Program Overview

Mission

Voluntary employee beneficiary association

Filing and Contact Details

Filer

EIN
64-0881920
Raw XML Appendix233 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/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 690
IRS990/AddressPrincipalOfficerUS/City0PONTOTOC
IRS990/AddressPrincipalOfficerUS/State0MS
IRS990/AddressPrincipalOfficerUS/ZIPCode038863
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY0718062
IRS990/BenefitsPaidToMembersPriorYear0476583
IRS990/BenefitsToMembers/ProgramServices0718062
IRS990/BenefitsToMembers/Total0718062
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY01186007
IRS990/CashNonInterestBearing/EOY01124592
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0SELF-INSURED MEDICAL BENEFIT PLAN
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/Expense0718062
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/NamePerson0VERNON R KELLEY III
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0656647
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear07672
IRS990/InvestmentIncomePriorYear010526
IRS990/InvestmentIncome/TotalRevenueColumn07672
IRS990/InvestmentIncome/UnrelatedBusinessRevenue07672
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0VERNON R KELLEY III
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01186007
IRS990/NetAssetsOrFundBalancesEOY01124592
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0648975
IRS990/ProgramServiceRevenue/Description0EMPLOYER/EMPLOYEE CONT
IRS990/ProgramServiceRevenuePriorYear0560805
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0648975
IRS990/ProgramServiceRevenue/TotalRevenueColumn0648975
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-61415
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY01186007
IRS990/RetainedEarningsEndowmentEtc/EOY01124592
IRS990/RevenuesLessExpensesCY0-61415
IRS990/RevenuesLessExpensesPriorYear094748
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/ScheduleBRequired00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S TRUSTEE REVIEWS THE FORM 990 PREPARED BY THE CPA
IRS990ScheduleO/GeneralExplanation/Explanation1ANNUALLY, TRUSTEES ARE ASKED TO DISCLOSE RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS
IRS990ScheduleO/GeneralExplanation/Explanation2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MS
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 690
IRS990/TheBooksAreInCareOf/AddressUS/City0PONTOTOC
IRS990/TheBooksAreInCareOf/AddressUS/State0MS
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode038863
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10VERNON KELLEY III
IRS990/TheBooksAreInCareOf/TelephoneNumber06624892415
IRS990/TotalAssets/BOY01186007
IRS990/TotalAssetsBOY01186007
IRS990/TotalAssets/EOY01124592
IRS990/TotalAssetsEOY01124592
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0718062
IRS990/TotalExpensesPriorYear0476583
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0718062
IRS990/TotalFunctionalExpenses/Total0718062
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI07672
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01186007
IRS990/TotalLiabNetAssetsFundBalances/EOY01124592
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01186007
IRS990/TotalNetAssetsFundBalances/EOY01124592
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0718062
IRS990/TotalProgramServiceRevenue0648975
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0656647
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear0571331
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0648975
IRS990/TotalRevenue/TotalRevenueColumn0656647
IRS990/TotalRevenue/UnrelatedBusinessRevenue07672
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome01
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01996
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0640881920
ReturnHeader/Filer/Name/BusinessNameLine10THREE RIVERS PLANNING & DEV DIST
ReturnHeader/Filer/Name/BusinessNameLine20EMPLOYEE MEDICAL BENEFITS PLAN
ReturnHeader/Filer/NameControl0THRE
ReturnHeader/Filer/Phone06624892415
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 690
ReturnHeader/Filer/USAddress/City0PONTOTOC
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode038863
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-04-28
ReturnHeader/Officer/Name0VERNON R KELLEY III
ReturnHeader/Officer/Phone06624892415
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02014-04-28
ReturnHeader/PreparerFirm/EIN0640736635
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FRANKS FRANKS & JARRELL PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 731
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TUPELO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode038802
ReturnHeader/Preparer/Name0P GREG JARRELL
ReturnHeader/Preparer/Phone06628445226
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-15T19:13:19-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,124,592
Liabilities
$0
Net assets
$1,124,592
Revenue
-
Expenses
$718,062
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$1.43$1.52$0.10
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.32$1.50$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$1.36$1.34$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$1.39$1.26$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.27$1.15$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.83$0.78$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.81$0.90$0.09
2017Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.75$0.82$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.76$0.84$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.69$0.71$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.72$0.65$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.48
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.79$0.70$0.10