COMPASS ROSE BENEFITS GROUP: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMPASS ROSE BENEFITS GROUP (EIN 52-6048633)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-28
- IRS object ID
- 201403019349300235
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-28T11:55:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526048633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPASS ROSE BENEFITS GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM J SIMMONS | InCareOfNm |
| Business Name Control | COMP | BusinessNameControlTxt |
| Phone | 5712040605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8816 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20195 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SIMMONS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5712040605 | PhoneNum |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT PRICE | PreparerPersonNm |
| PTIN | P00686063 | PTIN |
| Phone | 5712040605 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RANDY STOUGHTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8816 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20195 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $210,145,772 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.COMPASSROSEBENEFITS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND OTHER INSURANCE COVERAGE TO UNITED STATES GOVERNMENT EMPLOYEES AS WELL AS CIVILIAN AND RETIRED EMPLOYEES OF THE DEPARTMENT OF DEFENSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $198,087,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $207,521,581 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,065,775 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,002,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $199,153,539 | PYTotalRevenueAmt |
| CY Total Revenue | $208,524,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $189,704,982 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $187,974,145 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,022,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,067,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,833,340 | PYOtherExpensesAmt |
| CY Other Expenses | $15,255,866 | CYOtherExpensesAmt |
| PY Total Expenses | $208,560,811 | PYTotalExpensesAmt |
| CY Total Expenses | $206,297,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,407,272 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,226,884 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,020,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,367,888 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,678,546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,453,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,341,962 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,914,298 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND OTHER INSURANCE COVERAGE TO UNITED STATES GOVERNMENT EMPLOYEES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | COMPASS ROSE BENEFITS GROUP PROVIDES HEALTH AND OTHER SPECIALTY INSURANCE PRODUCTS AND SERVICES THAT ARE ONLY AVAILABLE TO CIVILIAN EMPLOYEES AND RETIREES OF THE DEPARTMENT OF DEFENSE, EMPLOYEES OF THE DEPARTMENT OF STATE AND THE INTELLIGENCE COMMUNITY. SPONSORSHIP OF A FEDERAL EMPLOYEE HEALTH BENEFIT PLAN ("FEHBP") AS AN EMPLOYEE ORGANIZATION PLAN UNDER THE FEHBP COVERING CERTAIN FEDERAL GOVERNMENTAL EMPLOYEES AND ANNUITANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J SIMMONS | PersonNm |
| Phone | 5712040605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1768 BUSINESS CENTER DRIVE STE 350 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | OfficerOfficerInd | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHARLES PASQUALE | |||||||
| CHAIRMAN | 1.0 | Yes (X) | $0 | $0 | |||
| BEVERLY BORICH CHRISTIANA | |||||||
| RETIREE REPRESENTATIVE | 1.0 | Yes (X) | $0 | $0 | |||
| JOYCE FREUND | |||||||
| FORMER RETIREE REP. | 1.0 | Yes (X) | $0 | $0 | |||
| GWEN GASKINS | |||||||
| RETIREE REPRESENTATIVE | 1.0 | Yes (X) | $0 | $0 | |||
| JULIE LUND | |||||||
| ACTIVE REPRESENTATIVE | 1.0 | Yes (X) | $0 | $0 | |||
| KEVIN SMITH | |||||||
| ACTIVE REPRESENTATIVE | 1.0 | Yes (X) | $0 | $0 | |||
| ED THOMPSON | |||||||
| INDUSTRY EXPERT | 1.0 | Yes (X) | $0 | $0 | |||
| BILL TRIKAS | |||||||
| RETIREE REPRESENTATIVE | 1.0 | Yes (X) | $0 | $0 | |||
| RANDY STOUGHTON | |||||||
| PRESIDENT | 40.0 | $230,459 | $0 | Yes (X) | $10,966 | ||
| SHERRI HEBERT | |||||||
| VICE PRESIDENT | 40.0 | $197,365 | $0 | Yes (X) | $23,894 | ||
| WILLIAM SIMMONS | |||||||
| TREASURER | 40.0 | $149,978 | $0 | Yes (X) | $21,823 | ||
| MARY O'CONNELL | |||||||
| SECRETARY | 40.0 | $109,758 | $0 | Yes (X) | $11,744 | ||
| ALFRED ROBINSON | |||||||
| SECURITY OFFICER | 40.0 | $111,200 | $0 | $5,143 | Yes (X) | ||
| DHARTI DESAI | |||||||
| CONTROLLER | 40.0 | $102,500 | $0 | $18,285 | Yes (X) | ||
| STACY OUTLAW | |||||||
| DIRECTOR, MKG & COMMUNICATIONS | 40.0 | $102,039 | $0 | $11,896 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,003,299 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INFORMED | |||||
| 1596 WHITEHALL ROAD | ANNAPOLIS | MD | 21409 | ADMINISTRATOR FEES | $5,482,645 |
| UNITED HEALTHCARE | |||||
| 5901 LINCOLN DRIVE | EDINA | MN | 55436 | PPO NETWORK FEES | $3,008,976 |
| EXPRESS SCRIPTS | |||||
| 100 PARSONS POND DR | FRANKLIN LAKES | NJ | 07417 | PBM ADMIN FEES | $2,677,438 |
| MULTIPLAN | |||||
| 115 5th AVE 7th FLOOR | NEW YORK | NY | 10003 | NETWORK WRAP FEES | $313,503 |
| BOND BEEBE PC | |||||
| 4600 EAST-WEST HIGHWAY 900 | BETHESDA | MD | 20814 | ACCTG/AUDIT FEES | $162,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE PREMIUMS | 525100 | $202,503,186 | $202,503,186 |
| SPECIAL PRODUCTION ADMININSTRATIVE FEES | 561000 | $673,826 | $673,826 |
| SERVICE ALLOWANCE | 900099 | $1,638,357 | $1,638,357 |
| INSURANCE PREMIUM REBATES | 525100 | $814,955 | $814,955 |
| RETIREE BENEFIT OBLIGATIONS | 900099 | $1,891,257 | $1,891,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $207,521,581 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $864,142 | TotalRevenueColumnAmt |
| Exclusion | $864,142 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,760,049 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,621,713 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,336 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,336 | TotalRevenueColumnAmt |
| Exclusion | $138,336 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,524,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $207,521,581 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,002,478 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,974,145 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,987 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,672 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,281 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,897 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,327 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,405 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,471 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,368 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,940,343 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,207 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,309 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,500 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,833 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,238 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,083 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,216 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SERVICE ALLOWANCE | $1,638,357 |
| SUBSCRIPTIONS | $28,308 |
| TAXES AND FEES | $22,819 |
| MEMBER SURVEY & DUES | $11,121 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,288 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,297,175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,077,258 | BOYAmt |
| EOY | $3,606,545 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,549,707 | BOYAmt |
| EOY | $37,853,179 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,876,372 | BOYAmt |
| EOY | $19,568,711 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,771 | BOYAmt |
| EOY | $211,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,042,826 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,682,967 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,330 | BOYAmt |
| EOY | $359,859 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,855,409 | BOYAmt |
| EOY | $24,280,236 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $262,265 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,661 | BOYAmt |
| EOY | $225,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,020,508 | BOYAmt |
| EOY | $86,367,888 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,746 | BOYAmt |
| EOY | $679,882 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,917,800 | BOYAmt |
| EOY | $60,773,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,678,546 | BOYAmt |
| EOY | $61,453,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,341,962 | BOYAmt |
| EOY | $24,914,298 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,341,962 | BOYAmt |
| EOY | $24,914,298 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,020,508 | BOYAmt |
| EOY | $86,367,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,226,884 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $379,881 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,034,429 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $858,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $858,929 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $342,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $317,182 | DepreciationAmt |
| Book Value | $25,719 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $840,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $506,856 | DepreciationAmt |
| Book Value | $334,140 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $359,859 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PREMIUMS PAYABLE | $283,503 |
| CLAIMS RESERVES | $7,126,309 |
| HEALTH CLAIMS | $24,443,747 |
| SPECIAL RESERVE - OPM | $28,920,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $60,773,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $208,903,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $379,881 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $379,881 | RevenueNotReportedAmt |
| Revenue Subtotal | $208,524,059 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $208,524,059 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $206,297,175 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $206,297,175 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $206,297,175 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 - FIN 48 FOOTNOTE: | FormAndLineReferenceDesc |
| Explanation | Accounting principles generally accepted in the United States of America require management of an organization to evaluate tax positions taken and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by CRBG and concluded that as of December 31, 2013 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. CRBG is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. Management believes CRBG is no longer subject to income tax examinations for years prior to 2010. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RANDY STOUGHTON | |||||||||||
| PRESIDENT | $214,200 | $0 | $16,259 | $9,218 | $0 | $1,748 | $0 | $241,425 | $0 | $0 | $0 |
| SHERRI HEBERT | |||||||||||
| VICE PRESIDENT | $183,373 | $0 | $13,992 | $7,895 | $0 | $15,999 | $0 | $221,259 | $0 | $0 | $0 |
| WILLIAM SIMMONS | |||||||||||
| TREASURER | $144,978 | $0 | $5,000 | $5,999 | $0 | $15,824 | $0 | $171,801 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARY SIMMONS | |||
| SEE PART V | $77,500 | WAGES | false |
| CHRISTOPHER HEBERT | |||
| SEE PART V | $42,333 | WAGES | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1 COLUMN B: | FAMILY MEMBER OF WILLIAM SIMMONS, TREASURER |
| PART IV, LINE 2 COLUMN B: | FAMILY MEMBER OF SHERRI HEBERT, VICE PRESIDENT |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 4 - CHANGES TO GOVERNING DOCUMENTS: | BYLAWS WERE UPDATED JANUARY 2013 TO REFLECT THE FOLLOWING CHANGES ----------------------------------------------------------------- 1. DATE FOR ELECTION OF DIRECTORS MOVED TO OCTOBER, WITH FIRST MEETING IN JANUARY BEING THE DESIGNATED STARTING TERM PERIOD FOR THE ELECTED DIRECTORS. 2. THE ANNUAL MEETING SHALL TAKE PLACE AT THE FIRST MEETING OF EACH CALENDAR YEAR. 3. THE POSITION TILE OF "EXECUTIVE DIRECTOR" HAS BEEN CHANGED TO "PRESIDENT". |
| PART VI, SECTION A, LINE 6 - ORGANIZATION MEMBERS: | MEMBERS IN INSURANCE PROGRAMS OFFERED BY COMPASS ROSE BENEFITS GROUP. |
| PART VI, SECTION A, LINE 7A - ELECTION OF GOVERNING BODY: | COMPASS ROSE BENEFITS GROUP BOARD OF DIRECTORS ARE ELECTED TO A THREE-YEAR TERM BY OUR MEMBERSHIP. THE BOARD IS CURRENTLY COMPOSED OF THREE ACTIVE MEMBERS, FOUR RETIRED MEMBERS AND ONE INDUSTRY EXPERT. THE INDUSTRY EXPERT IS ELECTED BY THE BOARD AND HAS NO PREDETERMINED TERM. WITH THE EXCEPTION OF THE INDUSTRY EXPERT, THESE MEMBERS MUST BE EMPLOYEES OF ONE OF THE QUALIFYING AGENCIES UNDER THE OFFICE OF DIRECTOR OF NATIONAL INTELLIGENCE. ANY MEMBER IS ELIGIBLE FOR ELECTION IF THEY PARTICIPATE IN AT LEAST ONF OF THE INSURANCE PROGRAMS WHICH COMPASS ROSE BENEFITS GROUP OFFERS. |
| PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990: | THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE MEMBERS OF THE AUDIT AND FINANCE COMMITTEE. THE AUDIT AND FINANCE COMMITTEE, AFTER THEIR REVIEW AND APPROVAL, WILL MAKE A MOTION TO THE FULL BOARD TO APPROVE THE 990 FOR SUBMISSION. |
| PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: | A COMMITTEE WITHIN THE BOARD OF DIRECTORS HAS BEEN ESTABLISHED TO OVERSEE AND ADDRESS CONFLICTS OF INTEREST (COI). ANNUALLY, BOARD MEMBERS AND KEY COMPASS ROSE EMPLOYEES SIGN ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED, READ, AND WILL ADHERE TO COMPASS ROSE'S COI POLICY. THE POLICY ITSELF DETAILS THE PROCESS BY WHICH THE BOARD MONITORS AND ENFORCES POTENTIAL VIOLATIONS. |
| PART VI, SECTION B, LINE 15A - COMPENSATION OF MANAGEMENT: | THE COMPENSATION OF THE PRESIDENT IS VOTED UPON AND APPROVED BY A COMPENSATION COMMITTEE MADE UP OF BOARD MEMBERS. OTHER EMPLOYEE COMPENSATION IS SET BY SENIOR MANAGEMENT (PRESIDENT, VICE PRESIDENT). |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS: | OTHER THAN FORM 990, ALL OTHER GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE ONLY MADE AVAILABLE TO THE PUBLIC UPON U.S. GOVERNMENT SECURITY APPROVAL. |
| PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS: | $(17,535,528) Special Reserve beginning balance reclassed as liability $(11,384,621) Change in special reserve $ 12,885,720 Contingency reserve transfer ------------- $(16,034,429) Net other changes in net assets ============= |