Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 72-1363454

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

830 South Gloster StreetSuite38801

(662) 841-3000

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 2013

Liabilities / Revenue

39th percentile

0.00x

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

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

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

94th percentile

$409,510

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

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

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M 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

Down

$0

Down $1,518,376 (-100%) from 2012

Net Assets

Down

$0

Down $1,253,563 (-100%) from 2012

Liabilities

Down

$0

Down $264,813 (-100%) from 2012

Revenue

$2,874,473

No earlier filing loaded for comparison.

Expenses

Up

$3,580,300

Up $23,294 (+0.7%) from 2012

Net Income

-$705,827

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,224,820Liabilities 2010: $265,550Net Assets 2010: $959,2702010Assets 2011: $1,317,357Liabilities 2011: $196,454Net Assets 2011: $1,120,9032011Assets 2012: $1,518,376Liabilities 2012: $264,813Net Assets 2012: $1,253,5632012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,283,8812010Expenses 2011: $3,371,0982011Expenses 2012: $3,557,0062012Revenue 2013: $2,874,473Expenses 2013: $3,580,300Net Income 2013: -$705,8272013

Highlighted filing

2013

Revenue$2,874,473
Expenses$3,580,300
Net Income-$705,827
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$2,874,473
Mission and Program Overview

Mission

To administer the voluntary employee benefit plan for north mississippi health services, inc.

North mississippi health services, inc. Dental benefit plan is a voluntary employee benefit association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,368,784$0▼ $1,368,784
Cap Stk Tr Prin Current Funds$1,253,563$0▼ $1,253,563
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,518,376$0▼ $1,518,376
Other Assets Total$149,592$0▼ $149,592
Liabilities
Other Liabilities$264,813$0▼ $264,813
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$264,813$0▼ $264,813
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,253,563$0▼ $1,253,563
Total Liabilities and Net Assets / Fund Balance$1,518,376$0▼ $1,518,376
Compensation and Service Providers

Employees

NameTitleOtherTotal
Regions BankTrustee$409,510$409,510

Board Members and Trustees

NameTitle
Rodger BrownVP of Human Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,874,695
Investment Income
$-222
Other Revenue
$0
Change in Net Assets
$-705,827

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,874,473
Total Revenue per Audited Statements
$2,874,473
Total Revenue per Form 990
$2,874,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$983
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
Benefits to Members---$3,579,317
Other Expenses---$983
Total Functional Expenses$0$0$0$3,580,300

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,580,300
Expenses per Audited Statements$3,559,803
Total Expenses per Audited Statements$3,559,803
Expenses Not Reported on Financial Statements$20,497
Other Expense Adjustments$20,497
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Checks Outstanding Over Bank Bal.$0
Claims Payable$0
Claims Incurred But Not Reported$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No

Governance Explanations

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

The trustees review the completed form 990 before it is filed.

Form 990, Part VI, Section C, Line 19:

The organization's governing documents and financial statements are available to the public upon request.

Form 990, Part VI, Reconciliation of Net Assets, Line 9:

Liability assumed by plan sponsor, North Mississippi Health Services, Inc, upon termination of the Voluntary Employee Benefit trust: $547,736

Filing and Contact Details

Filer

EIN
72-1363454
In Care Of
% RODGER BROWN
Phone
6628413000

Signing Officer

Name
Angela C Goodrich
Title
Trustee
Phone
6628413000
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela C Goodrich
Formed
1997
Legal Domicile
Ms
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Preparer
Megan H Mills CPA
Phone
6628413000
Supplemental Narrative

Financial Statement Notes

Part X, Line 2 - FIN 48 Footnote

Other Liabilities Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.

Part XII, Line 4B - Other Adjustments:

Change in Accrued Benefit Obligation: 20,497

Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0409510
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PARTICIPANTS: RODGER BROWN $44,575. TERMS & CONDITIONS: NORTH MISSISSIPPI HEALTH SERVICES, INC. (NMHS) ADOPTED THE MANAGEMENT DEFERRED ANNUITY PLAN (THE PLAN) ON OCTOBER 1, 1998. PARTICIPANTS IN THE PLAN ARE DESIGNATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF NMHS. AT THE BEGINNING OF EACH PLAN YEAR, NMHS SHALL PAY A CONTRIBUTION, LESS WITHHOLDING FOR TAXES, TO THE PARTICIPANT'S ANNUITY CONTRACT, WHICH IS A DEFERRED ANNUITY CONTRACT SELECTED, OWNED, AND CONTROLLED BY THE PARTICIPANT. THE CONTRIBUTION IS DETERMINED BY MULTIPLYING THE PARTICIPANT'S COMPENSATION IN THE PRECEDING PLAN YEAR BY A PERCENTAGE SET FORTH IN APPENDIX B OF THE PLAN. A PARTICIPANT IS TERMINATED FROM THE PLAN ON THE EARLIEST OF: (1) THE DATE THE BOARD DETERMINES THE EMPLOYEE IS NO LONGER A PARTICIPANT; (2) THE DATE THE PARTICIPANT RETIRES; (3) THE DATE THE PARTICIPANT DIES; OR (4) THE DATE THE PARTICIPANT NO LONGER IS EMPLOYED BY NMHS FOR REASONS OTHER THAN RETIREMENT OR DEATH.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990ScheduleN/AssetsDistributedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0North Mississippi Health Services, Inc. Dental Benefit Plan did not distribute any assets at termination. All assets were used to pay liabilities until exhausted.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 3:
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW THE COMPLETED FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Liability assumed by plan sponsor, North Mississippi Health Services, Inc, upon termination of the Voluntary Employee Benefit trust: $547,736
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Reconciliation of Net Assets, Line 9:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11NMHS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10NORTH MISSISSIPPI HEALTH SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11NMHS INC - HEALTH BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0640653269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1721363453
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0mgmt services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011 - II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10830 SOUTH GLOSTER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11830 SOUTH GLOSTER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0TUPELO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1TUPELO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1MS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode038801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode138801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PRIMARY ACTIVITY OFFERS SERVICES TO ITS AFFILIATED NON-PROFIT AND FOR-PROFIT COMPANIES
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1PRIMARY ACTIVITY ADMINISTRATION OF VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART II, COLUMN B - NHMS, INC.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE R, PART II, COLUMN B - HEALTH BENEFIT PLAN
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt01518376
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01518376
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03580300
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0264813
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0264813
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01253563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt08628
IRS990/TotalProgramServiceRevenueAmt02874695
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02874695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02874473
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01518376
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0400882
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10REGIONS BANK - TRUSTEE
IRS990/USAddress/City0JACKSON
IRS990/USAddress/State0MS
IRS990/USAddress/ZIPCode039225
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA C GOODRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06628413000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10North Mississippi Health Services Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine20Dental Benefit Plan
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0721363454
ReturnHeader/Filer/InCareOfNm0% RODGER BROWN

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