Civic Intelligence

Special Needs Plan Alliance Inc

990 • Fiscal year 2023 • EIN 81-4850675

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 28, 2024

Organization ProfileWWW.SNPALLIANCE.ORG
1666 Connecticut Avenue NW 250Washington, DC 20009

(202) 960-1688

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$257,718

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

27%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,792,542

Up $275,960 (+18%) from 2022

Net Assets

Up

$1,582,199

Up $75,211 (+5.0%) from 2022

Liabilities

Up

$210,343

Up $200,749 (+2092%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin46th percentile

Revenue

Up

$1,896,843

Up $397,593 (+27%) from 2022

Expenses

Up

$1,844,832

Up $550,367 (+43%) from 2022

Net Income

Down

$52,011

Down $152,774 (-75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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 2023: $1,792,542Liabilities 2023: $210,343Net Assets 2023: $1,582,1992023Assets 2024: $1,718,021Liabilities 2024: $219,412Net Assets 2024: $1,498,6092024

Highlighted filing

2023

Assets$1,792,542
Liabilities$210,343
Net Assets$1,582,199
Open 2023 Filing

Operations Trend

Revenue Growth80th 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 2023: $1,896,843Expenses 2023: $1,844,832Net Income 2023: $52,0112023Revenue 2024: $1,886,739Expenses 2024: $2,012,782Net Income 2024: -$126,0432024

Highlighted filing

2023

Revenue$1,896,843
Expenses$1,844,832
Net Income$52,011
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 28, 2024
Return Version
2023v5.1
Gross Receipts
$1,896,843
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$821,984$1,116,784▲ $294,800
Investments in Publicly Traded Securities$338,540$375,064▲ $36,524
Cash and Non-Interest-Bearing Accounts$352,456$133,336▼ $219,120
Accounts Receivable-$9,045-
Land, Buildings, and Equipment, Net$2,502$5,329▲ $2,827
Total Assets$1,516,582$1,792,542▲ $275,960
Other Assets Total$1,100$152,984▲ $151,884
Liabilities
Other Liabilities$0$165,460▲ $165,460
Accounts Payable and Accrued Expenses$9,594$44,883▲ $35,289
Total Liabilities$9,594$210,343▲ $200,749
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,506,988$1,582,199▲ $75,211
Total Net Assets Fund Balance$1,506,988$1,582,199▲ $75,211
Total Liabilities and Net Assets / Fund Balance$1,516,582$1,792,542▲ $275,960

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,104$9,125$14,229
Other Land Buildings$225$1,256$1,481
Other Assets Org$147,931--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael CheekPresident and CEO as of MayFT$245,658$12,060$257,718
Cheryl Phillips MdPresident and CEO Until MayFT$232,834$10,581$243,415
Victoria KingDirector of OperationsFT$105,965$5,823$111,788

Board Members and Trustees

NameTitle
Eve GelbSenior Chair
Donna Stidham RnDirector
Katie ParisDirector
Michelle Herman SoperDirector
Sharon AlexanderDirector
Victor HurtadoDirector
Dana Mott-bronsonDirector as of April
Ron ChaffinDirector as of April
Stephanie Schwartz JdSecretary
Tom Von Sternberg MdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Avenue SolutionsPolicy Consulting401 9TH STREET NW STE 720, Washington, DC 20004$180,000
Paone & Associates LLCPolicy Consulting10413 RHODE ISLAND CIRCLE S, Bloomington, MN 55438$148,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,844,421
Investment Income
$52,422
Other Revenue
$0
Change in Net Assets
$52,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$959,378
Salaries, Compensation, and Employee Benefits$880,454
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$501,133
Other Salaries and Wages---$308,797
Fees for Services Other---$281,130
Fees for Services Lobbying---$270,000
Fees for Services Legal---$171,113
Conferences and Meetings---$110,111
Payroll Taxes---$52,253
Occupancy---$44,272
Travel---$26,147
Fees for Services Accounting---$21,850
Other Employee Benefits---$14,458
Office Expenses---$13,264
Information Technology---$6,983
Grants to Domestic Orgs---$5,000
Pension Plan Contributions---$3,813
Insurance---$3,648
Depreciation Depletion---$3,543
Fees for Service Investment Mgmnt Fees---$2,109
Other Expenses---$195
Total Functional Expenses$0$0$0$1,844,832
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$270,000
Total Nondeductible Lobbying and Political Cost$270,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$165,460
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
1666 CONNECTICUT AVENUE NW 250, WASHINGTON, DC 20009

Signing Officer

Name
Michael Cheek
Title
President and CEO
Phone
2029601688
Signed
2024-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Cheek
Formed
2017
Legal Domicile
De
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
10

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 281,130.”

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.”

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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/NetAssetsOrFundBalancesBOYAmt01506988
IRS990/NetAssetsOrFundBalancesEOYAmt01582199
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023200
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01506988
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01582199
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt044272
IRS990/OfficeExpensesGrp/TotalAmt013264
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01100
IRS990/OtherAssetsTotalGrp/EOYAmt0152984
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014458
IRS990/OtherExpensesGrp/Desc0LICENSES AND PERMITS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt02656
IRS990/OtherExpensesGrp/TotalAmt11600
IRS990/OtherExpensesGrp/TotalAmt2757
IRS990/OtherExpensesGrp/TotalAmt3195
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0165460
IRS990/OtherSalariesAndWagesGrp/TotalAmt0308797
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt052253
IRS990/PensionPlanContributionsGrp/TotalAmt03813
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CHEEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc2LEADERSHIP FORUM
IRS990/ProgramServiceRevenueGrp/Desc3SPRING MEETING REGISTR
IRS990/ProgramServiceRevenueGrp/Desc4CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01497747
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1209750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt280426
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt423323
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01497747
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1209750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt280426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt423323
IRS990/ProgSrvcAccomActy2Grp/Desc0LOBBYING - THE ALLIANCE WORKS ON INITIATIVES TO ADVANCE RISK-ADJUSTED PAYMENTS FOR HIGH-RISK POPULATIONS, MEDICARE/MEDICAID INTEGRATION, AND TO IMPROVE PERFORMANCE MEASUREMENT TO REFLECT POPULATIONS.
IRS990/ProgSrvcAccomActy3Grp/Desc0FALL LEADERSHIP MEETING AND SPRING MEETING MEMBERS-ONLY ROUND TABLE - THE ALLIANCE HOSTS TWO 1.5 DAY MEETINGS PER YEAR. 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/PYInvestmentIncomeAmt04257
IRS990/PYOtherExpensesAmt0735171
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01494993
IRS990/PYRevenuesLessExpensesAmt0204785
IRS990/PYSalariesCompEmpBnftPaidAmt0559294
IRS990/PYTotalExpensesAmt01294465
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01499250
IRS990/ReconcilationRevenueExpnssAmt052011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0821984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01116784
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt01123310
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt01497747
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0270000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0270000
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-853310
IRS990ScheduleD/EquipmentGrp/BookValueAmt05104
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09125
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014229
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05053
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1147931
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OPERATING LEASE - RIGHT OF USE ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0225
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01256
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01481
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
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/TotalBookValueLandBuildingsAmt05329
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0152984
IRS990ScheduleD/TotalLiabilityAmt0165460
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0245658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1232834
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt15800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07906
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt14781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL CHEEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHERYL PHILLIPS MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO AS OF MAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT AND CEO UNTIL MAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0257718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1243415
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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 ANNUALLY. 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 JULY 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ALLIANCE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL SERVICES 281,130.
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 15
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01516582
IRS990/TotalAssetsEOYAmt01792542
IRS990/TotalAssetsGrp/BOYAmt01516582
IRS990/TotalAssetsGrp/EOYAmt01792542
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01844832
IRS990/TotalGrossUBIAmt00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,792,542
Liabilities
$210,343
Net assets
$1,582,199
Revenue
$1,896,843
Expenses
$1,844,832
Net income
$52,011
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
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.21$1.58$1.90$1.84$0.05
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
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