Civic Intelligence

Carolinas Agc Inc Sc Health Plan

EIN 93-6792601 • 501(c)9 • Charlotte, NC

Profile

To provide group health insurance and other welfare benefits to the employees of carolinas agc sc's member employers by issuance of one or more fully insured insurance policies.

4824 Parkway Plaza Blvd 115Charlotte, NC 28217-1909

www.cagc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.03x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

-0.6%

Higher net margin than 59% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

$3,784

No earlier filing loaded for comparison.

Liabilities

$111

No earlier filing loaded for comparison.

Net Assets

$3,673

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue80th percentileNet Margin59th percentile

Revenue

$239,846

No earlier filing loaded for comparison.

Expenses

$241,173

No earlier filing loaded for comparison.

Net Income

-$1,327

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$3.0K$2.0K$1.0K$0Assets 2024: $3,784Liabilities 2024: $111Net Assets 2024: $3,6732024

Highlighted filing

2024

Assets$3,784
Liabilities$111
Net Assets$3,673
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2024: $239,846Expenses 2024: $241,173Net Income 2024: -$1,3272024

Highlighted filing

2024

Revenue$239,846
Expenses$241,173
Net Income-$1,327
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,784
Liabilities
$111
Net assets
$3,673
Revenue
$239,846
Expenses
$241,173
Net income
-$1,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$2.40$2.41$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$239,846
Mission and Program Overview

Mission

To provide group health insurance and other welfare benefits to the employees of carolinas agc sc's member employers by issuance of one or more fully insured insurance policies.

To provide group health and other welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$3,784▲ $3,784
Rtn Earn Endowment Incm Other Fnds$0$3,673▲ $3,673
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$3,784▲ $3,784
Liabilities
Accounts Payable and Accrued Expenses$0$111▲ $111
Total Liabilities$0$111▲ $111
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$3,673▲ $3,673
Total Liabilities and Net Assets / Fund Balance$0$3,784▲ $3,784
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Anne ForrestTrustee
John Edward GriffithTrustee
Mary Allyson ChauvinTrustee
Stella AlosiTrustee
Tracy MishoeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,846
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,327

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,846
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$239,846
Total Revenue per Form 990
$239,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,327
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
Benefits to Members---$239,846
Office Expenses---$1,327
Total Functional Expenses$0$0$0$241,173

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$241,173
Total Expenses per Audited Statements$241,173
Total Expenses per Form 990$241,173
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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 B, Line 11B

“The form 990 is prepared by an independent accounting firm, then the executive director reviews the form 990, and then provides a copy of the form 990 to the board prior to filing.”

Form 990, Part VI, Section C, Line 19

“All governing documents are made available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Carolinas Agc Inc Sc Health Plan
EIN
93-6792601
Phone
7043721450
Address
4824 PARKWAY PLAZA BLVD 115, CHARLOTTE, NC 28217-1909

Signing Officer

Name
Dave Simpson
Title
President and CEO
Phone
7043721450
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Simpson
Formed
2023
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE ST STE 800, CHARLOTTE, NC 28202
Preparer
Karen Colsch
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“START UP COSTS 5,000.”

Raw XML Appendix298 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
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IRS990/Desc0BEGINNING JANUARY 2024, CAROLINAS AGC SC GROUP INSURANCE TRUST (THE TRUST) BEGAN PROVIDING GROUP HEALTH INSURANCE AND OTHER WELFARE BENEFITS TO THE EMPLOYEES OF CAROLINAS AGC SC MEMBER EMPLOYERS BY ISSUANCE OF ONE OR MORE FULLY INSURED INSURANCE POLICIES.THE TRUST PROGRAM IS OVERSEEN BY AN ELECTED BOARD OF TRUSTEES (TRUSTEES). THE TRUSTEES TOGETHER WITH CAROLINAS AGC PERFORM ALL OF THE ACTIVITIES REQUIRED TO ADMINISTER THE TRUST AND MAKE DECISIONS ON THE ON-GOING OPERATIONS OF THE TRUST IN THE BEST INTEREST OF THE PARTICIPANTS. THOSE ACTIVITIES INCLUDE THE FOLLOWING:-- THE SELECTION OF INSURANCE CARRIERS, BENEFIT PLANS AND BENEFIT LEVELS IN SOME SITUATIONS; -- THE SELECTION AND APPOINTMENT OF VENDORS INCLUDING BANKING SERVICES, CONTRACT ADMINISTRATOR, INVESTMENT MANAGER IF NEEDED, AUDITOR, AND ATTORNEY; -- THE SALES, AND MARKETING OF THE PROGRAM INCLUDING THE DEVELOPMENT OF COMMUNICATION MATERIALS, AND THE USE OF OUTSIDE SALES AGENTS IF NEEDED; AND -- THE GENERAL MANAGEMENT OF TRUST FUNDS AND ASSETS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THEN THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990, AND THEN PROVIDES A COPY OF THE FORM 990 TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
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ReturnHeader/ReturnTs02025-10-09T10:28:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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