Civic Intelligence

Texas Association of Benefit Administrators

990 • Fiscal year 2017 • EIN 74-2586875

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A
6009 W Parker Road PO Box 149131Plano, TX 75093

(512) 507-7001

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.3%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$54,987

Down $1,056 (-1.9%) from 2016

Net Assets

Down

$37,667

Down $10,732 (-22%) from 2016

Liabilities

Up

$17,320

Up $9,676 (+127%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin27th percentile

Revenue

Down

$155,560

Down $537 (-0.3%) from 2016

Expenses

Down

$166,292

Down $5,511 (-3.2%) from 2016

Net Income

Up

-$10,732

Up $4,974 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $97,971Liabilities 2011: $62,888Net Assets 2011: $35,0832011Assets 2012: $51,850Liabilities 2012: $4,504Net Assets 2012: $47,3462012Assets 2013: $60,162Liabilities 2013: $20,440Net Assets 2013: $39,7222013Assets 2014: $93,245Liabilities 2014: $2,551Net Assets 2014: $90,6942014Assets 2015: $71,750Liabilities 2015: $7,645Net Assets 2015: $64,1052015Assets 2016: $56,043Liabilities 2016: $7,644Net Assets 2016: $48,3992016Assets 2017: $54,987Liabilities 2017: $17,320Net Assets 2017: $37,6672017Assets 2018: $84,444Liabilities 2018: $974Net Assets 2018: $83,4702018Assets 2019: $75,661Liabilities 2019: $974Net Assets 2019: $74,6872019Assets 2020: $88,047Liabilities 2020: $974Net Assets 2020: $87,0732020Assets 2021: $78,280Liabilities 2021: $974Net Assets 2021: $77,3062021Assets 2022: $109,064Liabilities 2022: $974Net Assets 2022: $108,0902022Assets 2023: $121,828Liabilities 2023: $0Net Assets 2023: $121,8282023Assets 2024: $126,167Liabilities 2024: $0Net Assets 2024: $126,1672024

Highlighted filing

2017

Assets$54,987
Liabilities$17,320
Net Assets$37,667
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $164,780Expenses 2011: $225,679Net Income 2011: -$60,8992011Expenses 2012: $200,7772012Revenue 2013: $192,101Expenses 2013: $199,725Net Income 2013: -$7,6242013Revenue 2014: $198,836Expenses 2014: $147,864Net Income 2014: $50,9722014Revenue 2015: $148,290Expenses 2015: $174,879Net Income 2015: -$26,5892015Revenue 2016: $156,097Expenses 2016: $171,803Net Income 2016: -$15,7062016Revenue 2017: $155,560Expenses 2017: $166,292Net Income 2017: -$10,7322017Revenue 2018: $213,373Expenses 2018: $167,570Net Income 2018: $45,8032018Revenue 2019: $148,614Expenses 2019: $157,397Net Income 2019: -$8,7832019Revenue 2020: $108,197Expenses 2020: $95,811Net Income 2020: $12,3862020Revenue 2021: $122,254Expenses 2021: $132,021Net Income 2021: -$9,7672021Revenue 2022: $212,676Expenses 2022: $181,892Net Income 2022: $30,7842022Revenue 2023: $212,558Expenses 2023: $198,822Net Income 2023: $13,7362023Revenue 2024: $238,070Expenses 2024: $189,356Net Income 2024: $48,7142024

Highlighted filing

2017

Revenue$155,560
Expenses$166,292
Net Income-$10,732
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$155,560
Mission and Program Overview

Mission

Providing information and education to members and public.

Providing information and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$50,457$45,491▼ $4,966
Accounts Receivable$4,196$8,133▲ $3,937
Prepaid Expenses and Deferred Charges$1,391$1,363▼ $28
Total Assets$56,044$54,987▼ $1,057
Liabilities
Deferred Revenue-$16,345-
Accounts Payable and Accrued Expenses$7,645$975▼ $6,670
Total Liabilities$7,645$17,320▲ $9,675
Net Assets / Fund Balance
Unrestricted Net Assets$48,399$37,667▼ $10,732
Total Net Assets Fund Balance$48,399$37,667▼ $10,732
Total Liabilities and Net Assets / Fund Balance$56,044$54,987▼ $1,057
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Jay McIlraithPast President
Allison M MoodyPresident
Carol AdamsVice President
David WestDirector
Denise VillagranDirector
Jo LesterDirector
Kevin HallDirector
Scott BakerDirector
Sheryl BonnerDirector
Phyllis CampbellManaging Director
Revenue and Support

Revenue Composition

Contributions and Grants
$46,865
Program Service Revenue
$107,250
Investment Income
$17
Other Revenue
$1,428
Change in Net Assets
$-10,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,292
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$61,526--$61,526
Fees for Services Management-$47,667-$47,667
Fees for Services Lobbying-$45,000-$45,000
Office Expenses$7,026$5,073-$12,099
Total Functional Expenses$68,552$97,740$0$166,292
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The governing body review the financial condition and the Federal returns and reports prior to filing on an ongoing basis.”

Conflict of interest policy compliance Part VI line 12C

“the governing body has implemented and maintains a Conflict of Interest Policy for the organization. The Conflict of Interest policy is reviewed annually.”

CEO executive director top management comp Part VI line 15A

“The governing body review the compensation of the officers of the organization on an annual basis. No officer of the organization receives compensation.”

Other officer or key employee compensation Part VI line 15B

“The governing body annually reviews all compensation of managers and key employees.”

Governing documents etc available to public Part VI line 19

“The governing documents of the organization are available for review from the office of the organization and available to all members.”

Filing and Contact Details

Filer

Filer Name
Texas Association of Benefit Admin
EIN
74-2586875
Address
6009 W Parker Road PO Box 149131, Plano, TX 75093

Signing Officer

Name
Phyllis Campbell
Title
President
Phone
5126533129
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison M Moody
Formed
1991
Legal Domicile
TX
Voting Board Members
150
Independent Board Members
150
Employees
0

Preparer

Firm
John B Knox CPA PC
Address
1705 S Capital of Texas Hwy Ste 201, Austin, TX 78746
Preparer
John B Knox CPA
Phone
5122369098
Raw XML Appendix337 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07645
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0975
IRS990/AccountsReceivableGrp/BOYAmt04196
IRS990/AccountsReceivableGrp/EOYAmt08133
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing information and education
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Phyllis Campbell
IRS990/BooksInCareOfDetail/PhoneNum05125077001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06009 W Parker Road PO Box 149131
IRS990/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075093
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050457
IRS990/CashNonInterestBearingGrp/EOYAmt045491
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt061526
IRS990/ConferencesMeetingsGrp/TotalAmt061526
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt046865
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017
IRS990/CYOtherExpensesAmt0166292
IRS990/CYOtherRevenueAmt01428
IRS990/CYProgramServiceRevenueAmt0107250
IRS990/CYRevenuesLessExpensesAmt0-10732
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0166292
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0155560
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt016345
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Semi annual meetigs are held to provide a forum for industry education and information exchange. Approximately 150 people attand the meetings
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt061526
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt045000
IRS990/FeesForServicesLobbyingGrp/TotalAmt045000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt047667
IRS990/FeesForServicesManagementGrp/TotalAmt047667
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt96.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Sheryl Bonner
IRS990/Form990PartVIISectionAGrp/PersonNm1Jay McIlraith
IRS990/Form990PartVIISectionAGrp/PersonNm2Carol Adams
IRS990/Form990PartVIISectionAGrp/PersonNm3Denise Villagran
IRS990/Form990PartVIISectionAGrp/PersonNm4Scott Baker
IRS990/Form990PartVIISectionAGrp/PersonNm5David West
IRS990/Form990PartVIISectionAGrp/PersonNm6Kevin Hall
IRS990/Form990PartVIISectionAGrp/PersonNm7Allison M Moody
IRS990/Form990PartVIISectionAGrp/PersonNm8Jo Lester
IRS990/Form990PartVIISectionAGrp/PersonNm9Phyllis Campbell
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Managing Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0150
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0155560
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0150
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt046865
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing information and education
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt048399
IRS990/NetAssetsOrFundBalancesEOYAmt037667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05073
IRS990/OfficeExpensesGrp/ProgramServicesAmt07026
IRS990/OfficeExpensesGrp/TotalAmt012099
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0524292
IRS990/OtherRevenueMiscGrp/Desc0Contributios
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01428
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01428
IRS990/OtherRevenueTotalAmt01428
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01391
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01363
IRS990/PrincipalOfficerNm0Allison M Moody
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/Desc0Registrations
IRS990/ProgramServiceRevenueGrp/Desc1Sponsorships
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066447
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140803
IRS990/ProgSrvcAccomActy2Grp/Desc0An electronic newsletter is published quarterly to promote the exchange of ideas and current developments in the industry and other mattes if interest for professina development.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04809
IRS990/ProgSrvcAccomActy3Grp/Desc0A directory is published annually to communicate information about current membership and points of interest necessary for professional development
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02217
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10732
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing body review the financial condition and the Federal returns and reports prior to filing on an ongoing basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the governing body has implemented and maintains a Conflict of Interest Policy for the organization. The Conflict of Interest policy is reviewed annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing body review the compensation of the officers of the organization on an annual basis. No officer of the organization receives compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body annually reviews all compensation of managers and key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents of the organization are available for review from the office of the organization and available to all members.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt056044
IRS990/TotalAssetsEOYAmt054987
IRS990/TotalAssetsGrp/BOYAmt056044
IRS990/TotalAssetsGrp/EOYAmt054987
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046865
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt097740
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068552
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166292
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07645
IRS990/TotalLiabilitiesEOYAmt017320
IRS990/TotalLiabilitiesGrp/BOYAmt07645
IRS990/TotalLiabilitiesGrp/EOYAmt017320
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037667
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068552
IRS990/TotalProgramServiceRevenueAmt0107250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155560
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056044
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054987
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt048399
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037667
IRS990/USAddress/AddressLine1Txt015455 Dallas Parkway N 450
IRS990/USAddress/CityNm0Addison
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075001
IRS990/VotingMembersGoverningBodyCnt0150
IRS990/VotingMembersIndependentCnt0150
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Phyllis Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05126533129
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Texas Association of Benefit Admin
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0742586875
ReturnHeader/Filer/USAddress/AddressLine1Txt06009 W Parker Road PO Box 149131
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D5651DFD91B48AB1A15ED814C913FD24B84F9A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D5651DFD91B48AB1A15ED814C913FD24B84F9A3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId074097520182295y0jmsf
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.55.39.56
ReturnHeader/FilingSecurityInformation/IPDt02018-08-17
ReturnHeader/FilingSecurityInformation/IPTm015:46:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680582025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John B Knox CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01705 S Capital of Texas Hwy Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum05122369098
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John B Knox CPA
ReturnHeader/ReturnTs02018-07-31T14:59:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,987
Liabilities
$17,320
Net assets
$37,667
Revenue
$155,560
Expenses
$166,292
Net income
-$10,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$2.38$1.89$0.49
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$2.13$1.99$0.14
2022Summary only. Only limited summary data is available for this year.$1.09$0.01$1.08$2.13$1.82$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.01$0.77$1.22$1.32$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.01$0.87$1.08$0.96$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.01$0.75$1.49$1.57$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.01$0.83$2.13$1.68$0.46
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.17$0.38$1.56$1.66$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.08$0.48$1.56$1.72$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.08$0.64$1.48$1.75$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.91$1.99$1.48$0.51
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.20$0.40$1.92$2.00$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.05$0.47$2.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.63$0.35$1.65$2.26$0.61