Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Fort Worth Association of Health Underwriters
990EZ • Fiscal year 2014 • EIN 75-2400318
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.32x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Balance Sheet
Assets
Up$25,486
Up $2,234 (+9.6%) from 2013
Net Assets
Up$17,364
Up $1,197 (+7.4%) from 2013
Liabilities
Up$8,122
Up $1,037 (+15%) from 2013
Revenue And Expenses
Revenue
Up$50,386
Up $23,367 (+86%) from 2013
Expenses
Up$49,189
Up $15,858 (+48%) from 2013
Net Income
Up$1,197
Up $7,509 (+119%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Nov 14, 2014
- Return Version
- 2013v4.0
- Gross Receipts
- $57,637
Mission and Program Overview
Mission
Information and Education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Monthly meetings are held to provide a forum for industry education and information exchange. Approximately 50% of chapter members (95) attend these meetings. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BETH CHRISTENSEN | President | PT | $0 | - | - |
| JOHN MERRIFIELD | Pres-Elect | PT | $0 | - | - |
| NIELS CHRISTIANSEN | Treasurer | PT | $0 | - | - |
| TIFFANY KAISER | Past President | - | $0 | - | - |
| CLIFTON STUBBS | Secretary | - | $0 | - | - |
| KRISTA PALMER | First Vice President | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 75-2400318
- Phone
- 9727801736
Signing Officer
- Name
- Krista Palmer
- Title
- President 2014-15
- Phone
- 9727801736
- Signed
- 2014-11-14
Preparer
- Preparer
- Laura T Firestone
- Phone
- 9727801736
Supplemental Narrative
Additional Explanations
Form 990EZ, Part I, Line 10
“Contribution charitable tahu honorees corporation none 1000. Contribution charitable gill children's services none 1000.”
Form 990EZ, Part I, Line 16
“Bank/credit card charges 2049. Awards 740. Technology 3310. Education 3181. Meetings 28613. D&o insurance 492. Office expense 128. Depreciation 97. Membership 3587.”
Form 990EZ, Part II, Line 24
“Accounts receivable - net 0. Prepaids 0. Seminar receivable 52.”
Form 990EZ, Part II, Line 26
“Accounts payable & accrued expenses 4701. Unearned luncheon revenue 1245. Stale checks 1139.”
Form 990, Part IX, Line 24F
“Credit card fees paypal fees office expense”
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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Laura T Firestone CPA PC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9727801736 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1026 Wind Ridge Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Duncanville |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 75137 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 22957 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 25340 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1197 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4817 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23252 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 25486 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 14303 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2000 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 57637 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 243 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 146 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 4398 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | Modified Cash |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 16167 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 17364 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 16167 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 17364 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BETH CHRISTENSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOHN MERRIFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | NIELS CHRISTIANSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TIFFANY KAISER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CLIFTON STUBBS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRISTA PALMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Pres-Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | First Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 52 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 42197 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Information and Education |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 175 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 38936 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Monthly meetings are held to provide a forum for industry education and information exchange. Approximately 50% of chapter members (95) attend these meetings. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 7251 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 7052 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7085 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 8122 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 49189 |
| IRS990EZ/TotalRevenueAmt | 0 | 50386 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CONTRIBUTION CHARITABLE TAHU HONOREES CORPORATION NONE 1000. CONTRIBUTION CHARITABLE GILL CHILDREN'S SERVICES NONE 1000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BANK/CREDIT CARD CHARGES 2049. AWARDS 740. TECHNOLOGY 3310. EDUCATION 3181. MEETINGS 28613. D&O INSURANCE 492. OFFICE EXPENSE 128. DEPRECIATION 97. MEMBERSHIP 3587. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE - NET 0. PREPAIDS 0. SEMINAR RECEIVABLE 52. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE & ACCRUED EXPENSES 4701. UNEARNED LUNCHEON REVENUE 1245. STALE CHECKS 1139. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CREDIT CARD FEES PAYPAL FEES OFFICE EXPENSE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 24f |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRISTA PALMER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT 2014-15 |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9727801736 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Fort Worth Association of Health Underwriters |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORT |
| ReturnHeader/Filer/EIN | 0 | 752400318 |
| ReturnHeader/Filer/PhoneNum | 0 | 9727801736 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO Box 380456 |
| ReturnHeader/Filer/USAddress/City | 0 | Duncanville |
| ReturnHeader/Filer/USAddress/State | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 751380456 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Laura T Firestone CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO Box 381730 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Duncanville |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 751381730 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9727801736 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LAURA T FIRESTONE |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-02-19T15:06:17-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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.
- Assets
- $25,486
- Liabilities
- $8,122
- Net assets
- $17,364
- Revenue
- $50,386
- Expenses
- $49,189
- Net income
- $1,197