Special Needs Plan Alliance INC FY2020 filing

Not tax-deductible

Washington, DC501(c)(6)Health CareEIN 81-4850675

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

$314K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $170K a year · 10% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$314K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
Spent
$1.1M
Net assets
$919K
By yearFY2020–FY2024
Revenue
$1.4M
FY2020
Revenue by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.5M
FY2023$1.9M
FY2024$1.9M
Expenses
$1.1M
FY2020
Expenses by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.3M
FY2023$1.8M
FY2024$2.0M
Net assets
$919K
FY2020
Net assets by fiscal year
FY2020$919K
FY2021$1.3M
FY2022$1.5M
FY2023$1.6M
FY2024$1.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

13 people listed on the 990; $314K paid to officers and key staff.

Part VII, Section A · reportable compensation
$313,840Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Michael Cheek’s $399K as President and CEO is at the 94th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Michael Cheek$399,406$245,658———
Cheryl Phillips MD—$232,834$345,582$339,840$313,840
Regan Hunt$163,064————
Victoria King$133,323$105,965———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Special Needs Plan Alliance INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for better payment and health policies for high-risk care.

Provided by the organization

This section is blank until Special Needs Plan Alliance INC claims this page.

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3 program services, described in the organization's own filed words · FY2020.
01

Membership

The alliance provides approximately 31 members as of december 31, 2020, with events and information, designed to share learning and advancing innovative practice for furthering the transformation of health policy and financing as well as to improve the long-term viability of specialized managed care.

Pt IX · col B
02

Events

The alliance offers opportunities to share industry insights, go over policy changes, and network with others at various events that it organizes during the year. For the year ended december 31, 2020, the alliance organized two events, the fall leadership and spring meetings.

Pt IX · col B
03

Advocacy

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.

Pt IX · col B

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By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$1K
Money outPt IX
$1.1M
Ln 25
Owns and owesPt X
$919K
net assets · Ln 32
Cash and savingsLn 1–2$920K
Total assetsLn 16$921K
LiabilitiesLn 26$3K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$1K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$133K
SavingsLn 2$787K
Cash and savings togetherLn 1–2$920K
Land, buildings, equipmentLn 10c$663
Other assetsLn 15$1K
Total assetsLn 16$921K
LiabilitiesLn 26$3K
Net assetsLn 32$919K
OperationsPt I, VI
EmployeesI 53
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$630K$920K
Land, buildings, equipmentLn 10c$969$663
Total assetsLn 16$631K$921K
LiabilitiesLn 26$40K$3K
Net assetsLn 32$591K$919K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$338K
Other salaries and wagesLn 7$123K
Pension plan contributionsLn 8$675
Other employee benefitsLn 9$7K
Payroll taxesLn 10$26K
Legal feesLn 11b$19K
Accounting feesLn 11c$18K
Lobbying feesLn 11d$312K
Other fees for servicesLn 11g$187K
Office expensesLn 13$5K
Information technologyLn 14$18K
OccupancyLn 16$34K
TravelLn 17$974
Conferences, conventions and meetingsLn 19$11K
Depreciation, depletion and amortizationLn 22$795
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$10K
Total functional expensesLn 25$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.9M$2.0M−$126K$1.5M 990 PDF
FY2023 $1.9M$1.8M$52K$1.6M 990 PDF
FY2022 $1.5M$1.3M$205K$1.5M 990 PDF
FY2021 $1.5M$1.1M$391K$1.3M 990 PDF
FY2020 Viewing $1.4M$1.1M$328K$919K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,440,601 across 3 lines filed
Lines not itemized here account for $500 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,438,902$1,438,902
VIII-3 Investment incomeExcluded from tax $1,199$1,199
VIII-12 Total revenueRelated to mission $1,439,402 · Unrelated business $0 · Excluded from tax $1,199$1,440,601
Part IX · Statement of functional expenses $1,112,816 across 17 lines filed
IX-5 Pay of current officers, directors and key staff$338,399
IX-7 Other salaries and wages$122,585
IX-8 Pension plan contributions$675
IX-9 Other employee benefits$6,867
IX-10 Payroll taxes$26,236
IX-11b Legal fees$19,223
IX-11c Accounting fees$17,910
IX-11d Lobbying fees$312,000
IX-11g Other fees for services$186,600
IX-13 Office expenses$4,819
IX-14 Information technology$17,710
IX-16 Occupancy$34,108
IX-17 Travel$974
IX-19 Conferences, conventions and meetings$10,532
IX-22 Depreciation, depletion and amortization$795
IX-23 Insurance$3,292
IX-24 Other expenses (24a–d)$10,091
IX-25 Total functional expenses$1,112,816
Part X · Balance sheet $921,348 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $65,927$132,687
X-2 Savings and temporary cash investmentsStart of year $564,478$786,898
X-10c Land, buildings and equipment, netStart of year $969$663
X-15 Other assetsStart of year $0$1,100
X-16 Total assetsStart of year $631,374$921,348
X-17 Accounts payable and accrued expensesStart of year $1,883$2,525
X-26 Total liabilitiesStart of year $40,336$2,525
X-27 Net assets without donor restrictionsStart of year $591,038$918,823
X-32 Total net assets or fund balancesStart of year $591,038$918,823
X-33 Total liabilities and net assetsStart of year $631,374$921,348
Part XI · Reconciliation of net assets $918,823 net assets at year end
XI-1 Total revenue$1,440,601
XI-2 Total expenses$1,112,816
XI-3 Revenue less expenses$327,785
XI-4 Net assets at start of year$591,038
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$918,823

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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