Civic Intelligence

Special Needs Plan Alliance Inc

990 • Fiscal year 2021 • EIN 81-4850675

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 21, 2022

Organization ProfileWWW.SNPALLIANCE.ORG
1602 L Street NW 615Washington, DC 20036

(202) 960-1688

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$364,665

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 24.5% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

43%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.1%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,317,742

Up $396,394 (+43%) from 2020

Net Assets

Up

$1,309,597

Up $390,774 (+43%) from 2020

Liabilities

Up

$8,145

Up $5,620 (+223%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$1,485,582

Up $44,981 (+3.1%) from 2020

Expenses

Down

$1,094,808

Down $18,008 (-1.6%) from 2020

Net Income

Up

$390,774

Up $62,989 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$1,317,742
Liabilities$8,145
Net Assets$1,309,597
Open 2021 Filing

Operations Trend

Revenue Growth38th 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

2021

Revenue$1,485,582
Expenses$1,094,808
Net Income$390,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 21, 2022
Return Version
2021v4.2
Gross Receipts
$1,485,582
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$786,898$741,175▼ $45,723
Cash and Non-Interest-Bearing Accounts$132,687$574,633▲ $441,946
Land, Buildings, and Equipment, Net$663$834▲ $171
Total Assets$921,348$1,317,742▲ $396,394
Other Assets Total$1,100$1,100→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,525$8,145▲ $5,620
Total Liabilities$2,525$8,145▲ $5,620
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$918,823$1,309,597▲ $390,774
Total Net Assets Fund Balance$918,823$1,309,597▲ $390,774
Total Liabilities and Net Assets / Fund Balance$921,348$1,317,742▲ $396,394

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$163$4,922$5,085
Other Land Buildings$671$335$1,006
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl Phillips MdPresident and CEOFT$339,840$24,825$364,665

Board Members and Trustees

NameTitle
Eve Gelb Director ThenChair as of April
John BaackesChair Until March
Donna Stidham RnDirector
Katie ParisDirector as of April
Michelle Herman SoperDirector as of April
Sharon AlexanderDirector as of April
Stephanie SchwartzDirector as of April
Victor HurtadoDirector as of April
Ghita WorcesterDirector Until March
Kyle Allen DoDirector Until March
Michele LeporeDirector Until March
Sepideh Chegini MdDirector Until March
Tom Von Sternberg MdDir., Then Treasurer as of April
Lois SimonSecretary Until March
Maria Lackner DirectorThen Secretary as of April
Helene WeintraubTreasurer Until March

Highest Paid Contractors

ContractorServicesLocationCompensation
Avenue SolutionsPolicy Consulting401 9TH STREET NW STE 720, Washington, DC 20004$180,000
Paone & AssociatesPolicy Consulting10413 RHODE ISLAND CIRCLE S, Bloomington, MN 55438$144,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,481,230
Investment Income
$4,352
Other Revenue
$0
Change in Net Assets
$390,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$556,518
Salaries, Compensation, and Employee Benefits$538,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$364,665
Fees for Services Lobbying---$294,500
Fees for Services Other---$188,815
Other Salaries and Wages---$135,217
Payroll Taxes---$27,981
Occupancy---$19,850
Fees for Services Legal---$13,993
Fees for Services Accounting---$11,143
Conferences and Meetings---$8,643
Other Employee Benefits---$8,234
Office Expenses---$8,007
Information Technology---$5,247
Insurance---$3,309
Pension Plan Contributions---$2,193
Travel---$941
Depreciation Depletion---$835
Other Expenses---$250
Total Functional Expenses$0$0$0$1,094,808
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$362,852
Total Nondeductible Lobbying and Political Cost$362,852
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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 annually. The president monitors and enforces compliance.”

Form 990, Part VI, Section B, Line 15

“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 july 2020.”

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
2029601688
Address
1602 L STREET NW 615, WASHINGTON, DC 20036

Signing Officer

Name
Cheryl Phillips Md
Title
President and CEO
Phone
2029601688
Signed
2022-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Phillips Md
Formed
2017
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
17

Preparer

Firm
Jm&m
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The organization undertook two new programs that were not previously listed on form 990: legal, policy and program consulting; and grants & projects. See descriptions on page 2 and schedule o.”

Form 990, Part III, Line 3

“The organization ceased the membership program in 2021 that was previously listed on form 990 and reorganized that program into two new programs.”

Form 990, Part IX, Line 11G

“Policy and program services 188,815.”

Financial Statement Notes

PART X, LINE 2:

“The alliance believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements or that would have an effect on its tax-exempt status. There are no unrecognized tax benefits or liabilities that need to be recorded.”

Raw XML AppendixShowing 400 of 463 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIR., THEN TREASURER AS OF APRIL
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR AS OF APRIL
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR UNTIL MARCH
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS LIVING WITH SIGNIFICANT, COMPLEX NEEDS THROUGH SPECIALIZED MANAGED CARE.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01309597
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt019850
IRS990/OfficeExpensesGrp/TotalAmt08007
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01100
IRS990/OtherAssetsTotalGrp/EOYAmt01100
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08234
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc1LICENSES AND PERMITS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0656
IRS990/OtherExpensesGrp/TotalAmt1329
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135217
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt027981
IRS990/PensionPlanContributionsGrp/TotalAmt02193
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHERYL PHILLIPS MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/BusinessCd4541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc2CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3LEADERSHIP FORUM
IRS990/ProgramServiceRevenueGrp/Desc4SPRING MEETING REGISTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01387725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39350
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01387725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46760
IRS990/ProgSrvcAccomActy2Grp/Desc0LEGAL, POLICY AND PROGRAM CONSULTING - THE ALLIANCE MEETS REGULARLY WITH CMS ON SPECIFIC REGULATORY ISSUES. THE ALLIANCE REVIEWS ALL PROPOSED RULES AND GUIDANCE, AND PREPARES SUMMARIES FOR MEMBERS AND COMMENT LETTERS TO AGENCIES. THE ALLIANCE ALSO OCCASIONALLY USES ITS LEGAL CONSULTANT TO INTERPRET SOME OF THE LEGAL CONSTRAINTS TO REGULATORY AUTHORITY IN ITS COMMENT LETTERS. THE ALLIANCE ALSO ADDRESSES INDIVIDUAL MEMBER CONCERNS AND MAY REFER THE ISSUE TO ITS LEGAL CONSULTANT FOR RECOMMENDATIONS. THE ALLIANCE HAS 5 REGULARLY RECURRING STANDING MEETINGS WITH MEMBERS WHERE IT REVIEWS A VARIETY OF POLICIES AND MEMBER QUESTIONS THAT ARE THEN USES AS A FRAMEWORK FOR THE ALLIANCE'S FOLLOW-UP TO THE ADMINISTRATION AND TO MEMBERS OF CONGRESS.
IRS990/ProgSrvcAccomActy3Grp/Desc0FALL LEADERSHIP MEETING AND SPRING MEETING MEMBERS-ONLY ROUND TABLE - THE ALLIANCE HOSTS TWO 1.5 DAY MEETINGS PER YEAR. FROM MARCH 2020 THROUGH OCTOBER 2021 THESE MEETINGS WERE HELD VIRTUALLY THE SPRING MEETING IS FOR MEMBERS ONLY AND FOCUSES PRIMARILY ON SNP POLICIES AND RULE-MAKING. THE ALLIANCE HOLDS IN-DEPTH DISCUSSIONS REGARDING SPECIFIC REGULATIONS AND HAS OPEN DISCUSSIONS WITH MEMBERS ON THEIR CHALLENGES AND STRATEGIES TO ADDRESS THESE. THE FALL MEETING IS OPEN TO BOTH MEMBERS AND NON-MEMBERS. THE FALL MEETING GENERALLY ADDRESSES BROADER TOPICS - AGAIN FOCUSING ON POLICIES AND OPERATIONS FOR SNPS AND MEDICARE-MEDICAID PLANS. REPRESENTATIVES FROM CENTERS FOR MEDICARE AND MEDICAID SERVICES ("CMS") ARE INVITED TO BOTH MEETINGS, AND BOTH MEETINGS INCLUDE EDUCATION SESSIONS ADDRESSING STRATEGIES TO BETTER SERVE HIGH RISK AND VULNERABLE POPULATIONS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS & PROJECTS - THE ALLIANCE CONTRACTS TO WORK WITH ORGANIZATIONS AND GOVERNMENT ENTITIES DISSEMINATING INFORMATION ON CONSUMER AND PROVIDER EDUCATION RELATED TO INTEGRATED CARE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01199
IRS990/PYOtherExpensesAmt0618054
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01439402
IRS990/PYRevenuesLessExpensesAmt0327785
IRS990/PYSalariesCompEmpBnftPaidAmt0494762
IRS990/PYTotalExpensesAmt01112816
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01440601
IRS990/ReconcilationRevenueExpnssAmt0390774
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0786898
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0741175
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt01040794
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt01387725
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0362852
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0362852
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-677942
IRS990ScheduleD/EquipmentGrp/BookValueAmt0163
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04922
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05085
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0671
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0335
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01006
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ALLIANCE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0834
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0339840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHERYL PHILLIPS MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0364665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION UNDERTOOK TWO NEW PROGRAMS THAT WERE NOT PREVIOUSLY LISTED ON FORM 990: LEGAL, POLICY AND PROGRAM CONSULTING; AND GRANTS & PROJECTS. SEE DESCRIPTIONS ON PAGE 2 AND SCHEDULE O.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CEASED THE MEMBERSHIP PROGRAM IN 2021 THAT WAS PREVIOUSLY LISTED ON FORM 990 AND REORGANIZED THAT PROGRAM INTO TWO NEW PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ALLIANCE HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A 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/ExplanationTxt4BOARD MEMBERS AND OFFICERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 JULY 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POLICY AND PROGRAM SERVICES 188,815.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0921348
IRS990/TotalAssetsGrp/EOYAmt01317742
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt01094808
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,317,742
Liabilities
$8,145
Net assets
$1,309,597
Revenue
$1,485,582
Expenses
$1,094,808
Net income
$390,774
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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