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Special Needs Plan Alliance INC FY2023 filing

Not tax-deductible

Washington, DC501(c)(6)Health CareEIN 81-4850675Revenue $1.9M in FY2023

On file with the IRSsnpalliance.org1666 Connecticut Ave Nw Ste 250, 20009-1065 · Washington, DCTax-exempt since Jun 2017

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

$584K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2023 · 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
$584K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$210K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+27% vs prior year
Spent
$1.8M
Net assets
$1.6M
By yearFY2020–FY2024
Revenue
$1.9M
FY2023▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.5M
FY2023$1.9M
FY2024$1.9M
Expenses
$1.8M
FY2023▲ +43%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.3M
FY2023$1.8M
FY2024$2.0M
Net assets
$1.6M
FY2023▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$919K
FY2021$1.3M
FY2022$1.5M
FY2023$1.6M
FY2024$1.5M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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; $584K paid to officers and key staff.

Part VII, Section A · reportable compensation
Michael Cheek
President and CEO as of May
$245,658Pt VII · Sec A
Cheryl Phillips MD
President and CEO Until May
$232,834Pt VII · Sec A
Victoria King
Director of Operations
$105,965Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Eve Gelb
Senior Chair
$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.

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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 15aNo

Programs and updates

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

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3 programs · in their own filed words · FY2023
01

Fall 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.

Pt IX · col B
02

Legal, 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.

Pt IX · col B
03

Lobbying

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

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$52K
Money outPt IX
$1.8M
Ln 25
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.8M
LiabilitiesLn 26$210K
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$52K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$133K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$375K
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$153K
Total assetsLn 16$1.8M
LiabilitiesLn 26$210K
Net assetsLn 32$1.6M
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 FY23End FY23
Cash and savingsLn 1–2$1.2M$1.3M
InvestmentsLn 11–13$339K$375K
Land, buildings, equipmentLn 10c$3K$5K
Total assetsLn 16$1.5M$1.8M
LiabilitiesLn 26$10K$210K
Net assetsLn 32$1.5M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K
Pay of current officers, directors and key staffLn 5$501K
Other salaries and wagesLn 7$309K
Pension plan contributionsLn 8$4K
Other employee benefitsLn 9$14K
Payroll taxesLn 10$52K
Legal feesLn 11b$171K
Accounting feesLn 11c$22K
Lobbying feesLn 11d$270K
Investment management feesLn 11f$2K
Other fees for servicesLn 11g$281K
Office expensesLn 13$13K
Information technologyLn 14$7K
OccupancyLn 16$44K
TravelLn 17$26K
Conferences, conventions and meetingsLn 19$110K
Depreciation, depletion and amortizationLn 22$4K
InsuranceLn 23$4K
Other expenses (24a–d)Ln 24$5K
Total functional expensesLn 25$1.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.9M$2.0M−$126K$1.5M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $1,896,843 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,494,993$1,844,421
I-10 Investment incomePrior year $4,257$52,422
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,499,250$1,896,843
I-13 Grants and similar amounts paidPrior year $0$5,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $559,294$880,454
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $735,171$959,378
I-18 Total expensesPrior year $1,294,465$1,844,832
I-19 Revenue less expensesPrior year $204,785$52,011
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,896,843 across 3 lines filed
Lines not itemized here account for $600 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,843,821$1,843,821
VIII-3 Investment incomeExcluded from tax $52,422$52,422
VIII-12 Total revenueRelated to mission $1,844,421 · Unrelated business $0 · Excluded from tax $52,422$1,896,843
Part IX · Statement of functional expenses $1,844,832 across 19 lines filed
IX-1 Grants to domestic organizations$5,000
IX-5 Pay of current officers, directors and key staff$501,133
IX-7 Other salaries and wages$308,797
IX-8 Pension plan contributions$3,813
IX-9 Other employee benefits$14,458
IX-10 Payroll taxes$52,253
IX-11b Legal fees$171,113
IX-11c Accounting fees$21,850
IX-11d Lobbying fees$270,000
IX-11f Investment management fees$2,109
IX-11g Other fees for services$281,130
IX-13 Office expenses$13,264
IX-14 Information technology$6,983
IX-16 Occupancy$44,272
IX-17 Travel$26,147
IX-19 Conferences, conventions and meetings$110,111
IX-22 Depreciation, depletion and amortization$3,543
IX-23 Insurance$3,648
IX-24 Other expenses (24a–d)$5,208
IX-25 Total functional expenses$1,844,832
Part X · Balance sheet $1,792,542 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $352,456$133,336
X-2 Savings and temporary cash investmentsStart of year $821,984$1,116,784
X-4 Accounts receivable$9,045
X-10c Land, buildings and equipment, netStart of year $2,502$5,329
X-11 Publicly traded securitiesStart of year $338,540$375,064
X-15 Other assetsStart of year $1,100$152,984
X-16 Total assetsStart of year $1,516,582$1,792,542
X-17 Accounts payable and accrued expensesStart of year $9,594$44,883
X-25 Other liabilitiesStart of year $0$165,460
X-26 Total liabilitiesStart of year $9,594$210,343
X-27 Net assets without donor restrictionsStart of year $1,506,988$1,582,199
X-32 Total net assets or fund balancesStart of year $1,506,988$1,582,199
X-33 Total liabilities and net assetsStart of year $1,516,582$1,792,542
Part XI · Reconciliation of net assets $1,582,199 net assets at year end
XI-1 Total revenue$1,896,843
XI-2 Total expenses$1,844,832
XI-3 Revenue less expenses$52,011
XI-4 Net assets at start of year$1,506,988
XI-5 Net unrealized gains (losses) on investments$23,200
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,582,199

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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