Civic Intelligence

Special Needs Plan Alliance Inc

990 • Fiscal year 2018 • EIN 81-4850675

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Organization ProfileWWW.SNPALLIANCE.ORG
750 9th Street NW No 650Washington, DC 20001

(301) 695-2800

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

12%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$328,030

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

111%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

16%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$321,559

Up $168,836 (+111%) from 2017

Net Assets

Up

$319,535

Up $168,618 (+112%) from 2017

Liabilities

Up

$2,024

Up $218 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin76th percentile

Revenue

Up

$1,416,327

Up $194,743 (+16%) from 2017

Expenses

Up

$1,247,709

Up $177,042 (+17%) from 2017

Net Income

Up

$168,618

Up $17,701 (+12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $152,723Liabilities 2017: $1,806Net Assets 2017: $150,9172017Assets 2018: $321,559Liabilities 2018: $2,024Net Assets 2018: $319,5352018Assets 2019: $631,374Liabilities 2019: $40,336Net Assets 2019: $591,0382019Assets 2020: $921,348Liabilities 2020: $2,525Net Assets 2020: $918,8232020Assets 2021: $1,317,742Liabilities 2021: $8,145Net Assets 2021: $1,309,5972021Assets 2022: $1,516,582Liabilities 2022: $9,594Net Assets 2022: $1,506,9882022Assets 2024: $1,718,021Liabilities 2024: $219,412Net Assets 2024: $1,498,6092024

Highlighted filing

2018

Assets$321,559
Liabilities$2,024
Net Assets$319,535
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,221,584Expenses 2017: $1,070,667Net Income 2017: $150,9172017Revenue 2018: $1,416,327Expenses 2018: $1,247,709Net Income 2018: $168,6182018Revenue 2019: $1,455,755Expenses 2019: $1,184,252Net Income 2019: $271,5032019Revenue 2020: $1,440,601Expenses 2020: $1,112,816Net Income 2020: $327,7852020Revenue 2021: $1,485,582Expenses 2021: $1,094,808Net Income 2021: $390,7742021Revenue 2022: $1,499,250Expenses 2022: $1,294,465Net Income 2022: $204,7852022Revenue 2024: $1,886,739Expenses 2024: $2,012,782Net Income 2024: -$126,0432024

Highlighted filing

2018

Revenue$1,416,327
Expenses$1,247,709
Net Income$168,618
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Gross Receipts
$1,416,327
Mission and Program Overview

Mission

To improve the long-term business viability of special needs plans.

To improve payment and health policy for high-risk care through legislative and regulatory advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$110,194$225,383▲ $115,189
Cash and Non-Interest-Bearing Accounts$40,729$94,686▲ $53,957
Land, Buildings, and Equipment, Net$1,800$1,490▼ $310
Total Assets$152,723$321,559▲ $168,836
Liabilities
Accounts Payable and Accrued Expenses$1,806$2,024▲ $218
Total Liabilities$1,806$2,024▲ $218
Net Assets / Fund Balance
Unrestricted Net Assets$150,917$319,535▲ $168,618
Total Net Assets Fund Balance$150,917$319,535▲ $168,618
Total Liabilities and Net Assets / Fund Balance$152,723$321,559▲ $168,836

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,490$2,095$3,585
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl Phillips MdPresidentFT$305,000$23,030$328,030

Board Members and Trustees

NameTitle
John BaackesChair
Eve GelbDirector
Ghita WorcesterDirector
Michael PolenDirector
Michele LeporeDirector
Peter BegansDirector
Sepideh Chegini MdDirector
Tom Von Sternberg MdDirector
Lois SimonSecretary
Helene WeinraubTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Avenue SolutionsPolicy Consulting/ Lobbying401 9TH STREET NW STE 700, Washington, DC 20004$180,000
Paone & AssociatesPerformance Measure- Ment Consulting10413 RHODE ISLAND CIRCLE S, Bloomington, MN 55438$171,750
National Health Policy GroupPolicy Consulting/ Lobbying3042 1/2 R STREET, Washington, DC 20007$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,416,050
Investment Income
$277
Other Revenue
$0
Change in Net Assets
$168,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$862,131
Salaries, Compensation, and Employee Benefits$385,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$354,701
Current Officers, Directors, Trustees, and Key Employees---$328,030
Fees for Services Lobbying---$300,147
Conferences and Meetings---$92,352
Other Salaries and Wages---$38,962
Occupancy---$26,226
Travel---$18,536
Fees for Services Accounting---$17,051
Payroll Taxes---$15,886
Office Expenses---$5,778
Information Technology---$5,643
Insurance---$3,055
Other Employee Benefits---$2,700
All Other Expenses---$2,307
Other Expenses---$2,295
Depreciation Depletion---$1,195
Total Functional Expenses$0$0$0$1,247,709
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$300,147
Total Nondeductible Lobbying and Political Cost$300,147
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
No
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, Part VI, Section A, Line 8B

“The alliance has no committee with the authority to act on behalf of the governing body.”

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

“A draft of the organization's form 990 will be provided to the governing board for review and approval before it is signed by the president and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Board members and officers are required to read and sign a conflict of interest policy and disclose any conflicts of interest. The president monitors and enforces compliance.”

Form 990, Part VI, Section B, Line 15A

“The organization's governing board determines the salary of the organization's president by comparing written employment contracts of other similar non-profit organizations. The last time this was determined was in 2017.”

Form 990, Part VI, Section C, Line 19

“The alliance makes its governing documents and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Special Needs Plan Alliance
EIN
81-4850675
Phone
3016952800
Address
750 9TH STREET NW NO 650, WASHINGTON, DC 20001

Signing Officer

Name
Cheryl Phillips Md
Title
President
Phone
3016952800
Signed
2019-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Phillips Md
Formed
2017
Legal Domicile
De
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
10

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Preparer
David Jones
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Policy and program consulting 317,451. Other professional fees 37,250.”

Raw XML AppendixShowing 400 of 409 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/PYOtherExpensesAmt0943346
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01221421
IRS990/PYRevenuesLessExpensesAmt0150917
IRS990/PYSalariesCompEmpBnftPaidAmt0127321
IRS990/PYTotalExpensesAmt01070667
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01221584
IRS990/ReconcilationRevenueExpnssAmt0168618
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110194
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225383
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0917387
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt01223183
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0300147
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0300147
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01490
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02095
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03585
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01490
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0305000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHERYL PHILLIPS MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0328030
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ALLIANCE HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE ORGANIZATION'S FORM 990 WILL BE PROVIDED TO THE GOVERNING BOARD FOR REVIEW AND APPROVAL BEFORE IT IS SIGNED BY THE PRESIDENT AND FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND OFFICERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING BOARD DETERMINES THE SALARY OF THE ORGANIZATION'S PRESIDENT BY COMPARING WRITTEN EMPLOYMENT CONTRACTS OF OTHER SIMILAR NON-PROFIT ORGANIZATIONS. THE LAST TIME THIS WAS DETERMINED WAS IN 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POLICY AND PROGRAM CONSULTING 317,451. OTHER PROFESSIONAL FEES 37,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0152723
IRS990/TotalAssetsEOYAmt0321559
IRS990/TotalAssetsGrp/BOYAmt0152723
IRS990/TotalAssetsGrp/EOYAmt0321559
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt01247709
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01806
IRS990/TotalLiabilitiesEOYAmt02024
IRS990/TotalLiabilitiesGrp/BOYAmt01806
IRS990/TotalLiabilitiesGrp/EOYAmt02024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0150917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0319535
IRS990/TotalOtherCompensationAmt023030
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt08400
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt08400
IRS990/TotalProgramServiceRevenueAmt01416050
IRS990/TotalReportableCompFromOrgAmt0305000
IRS990/TotalRevenueGrp/ExclusionAmt0277
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01416050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01416327
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0321559
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018536
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0150917
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0319535
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 9TH STREET NW NO 650
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020001
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.SNPALLIANCE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL PHILLIPS MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016952800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIAL NEEDS PLAN ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0814850675
ReturnHeader/Filer/PhoneNum03016952800
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 9TH STREET NW NO 650
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00087580C7340B0612ABF44AF1D415F2C3C4A590E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08AD8952D00DDA1E2252D2358A354148220B4FFD3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:50:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521853933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES MARESCA & MCQUADE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010500 LITTLE PATUXENT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,559
Liabilities
$2,024
Net assets
$319,535
Revenue
$1,416,327
Expenses
$1,247,709
Net income
$168,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.22$1.50$1.89$2.01$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.01$1.51$1.50$1.29$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.01$1.31$1.49$1.09$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$1.44$1.11$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.04$0.59$1.46$1.18$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.42$1.25$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.22$1.07$0.15