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Nonprofiteer
← FRIENDS MUTUAL HEALTH GROUP

Form 990 for tax year 2023

Filed by FRIENDS MUTUAL HEALTH GROUP.

Totals

Total revenue
$3,143,349
Total expenses
$2,582,301
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,908,216
Investment income
$235,133
Other revenue
$0
Total assets, end of year
$6,604,161
Total liabilities, end of year
$333,634
Net assets or fund balances, end of year
$6,270,527
Program services expenses (Part IX)
$2,488,061
Management and general expenses
$94,240
Fundraising expenses
$0
Program service expenses (Part III)
$2,488,061

Program services were 96.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEDICAL PREMIUMS

    total $2,819,252 · related or exempt $2,819,252

  • 2b · Program service revenue: DENTAL & VISION PREMIUMS

    total $44,781 · related or exempt $44,781

  • 2c · Program service revenue: OTHER

    total $44,183 · related or exempt $44,183

  • 3 · Investment income

    total $226,655 · excluded $226,655

  • 7a · Gross sales of assets other than inventory

    securities $260,414

  • 7b · Less cost or other basis and sales expenses

    securities $251,936

  • 7c · Gain or loss

    securities $8,478

  • 7d · Net gain or loss

    total $8,478 · excluded $8,478

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,926,810 · program services $1,926,810

  • 11a · Fees: management

    total $164,582 · program services $164,582

  • 11b · Fees: legal

    total $13,572 · management and general $13,572

  • 11c · Fees: accounting

    total $7,610 · management and general $7,610

  • 11g · Fees: other

    total $71,332 · management and general $71,332

  • 13 · Office expenses

    total $1,726 · management and general $1,726

  • 23 · Insurance

    total $396,669 · program services $396,669

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $593,613 · end of year $414,860

  • 2 · Savings and temporary cash investments

    beginning of year $508,801 · end of year $359,544

  • 4 · Accounts receivable

    beginning of year $54,578 · end of year $219,488

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,935 · end of year $36,335

  • 11 · Investments: publicly traded securities

    beginning of year $4,745,266 · end of year $5,573,934

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,716 · end of year $40,468

  • 25 · Other liabilities

    beginning of year $446,486 · end of year $293,166

  • 27 · Net assets without donor restrictions

    beginning of year $5,460,991 · end of year $6,270,527

Mission and programs · 2023

Mission

FRIENDS MUTUAL HEALTH GROUP (FMHG) WAS FOUNDED ON THE PRINCIPLE OF MUTUAL AID PROVIDED TO QUAKER ORGANIZATIONS. FRIENDS MUTUAL HEALTH GROUP IS GUIDED BY THE PRACTICES AND BELIEFS OF THE SOCIETY OF FRIENDS, FOREMOST BEING THE RECOGNITION THAT THERE IS THAT OF GOD IN ALL PEOPLE, AND EXISTS TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE AT A REASONABLE COST TO THE EMPLOYEES AND THEIR DEPENDENTS OF ITS MEMBER ORGANIZATIONS WHILE MAINTAINING SOUND BUSINESS PRACTICES. BY DOING SO, FRIENDS MUTUAL HEALTH GROUP SEEKS TO BE THE HEALTH PLAN OF CHOICE FOR ANY QUAKER ORGANIZATION, YEARLY MEETING, MONTHLY MEETING OR FRIENDS CHURCH REGARDLESS OF ITS SIZE.

Activities or mission (Part I)

PROVIDE HEALTH INSURANCE BENEFITS TO EMPLOYEES AND FAMILIES OF MEMBERS, ALL OF WHICH ARE 501(C)(3) ORGANIZATIONS, ASSOCIATED WITH THE RELIGIOUS SOCIETY OF FRIENDS.

  • MEDICAL, DENTAL , VISION AND PRESCRIPTION CLAIMS

    Expenses $1,926,810 · Revenue $2,908,216

  • STOP LOSS PREMIUMS RELATED TO CLAIMS, ADMINISTRATIVE CLAIM COSTS

    Expenses $561,251

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffery W Perkins

    TREASURER TO

    Total calculated
    $297,935
    From this org
    $0
    From related orgs
    $271,717
    Other
    $26,218
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $271,717 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $26,218 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $297,935 related

  • Chris Mohr

    CLERK (BOARD

    Total calculated
    $150,929
    From this org
    $0
    From related orgs
    $127,790
    Other
    $23,139
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $127,790 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $23,139 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $150,929 related

  • Tom Decker

    BOARD MEMBER

    Total calculated
    $83,571
    From this org
    $0
    From related orgs
    $77,334
    Other
    $6,237
    Hours/week
    1

  • Kira Young

    TREASURER AT

    Total calculated
    $60,838
    From this org
    $0
    From related orgs
    $58,495
    Other
    $2,343
    Hours/week
    2 + 40 related

  • Phil Burkholder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • William Eagles

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Norris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Jane Schreffler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Voss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Willson

    RECORDING SE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 September 2024
IRS schema version
2023v5.0
Source object
202412559349300126

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