Civic Intelligence

Unknown Organization

990EZ • Fiscal year 2013 • EIN 04-6112327

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization ProfileBOSTON.CPCUSOCIETY.ORG
Assoc Of Boston 156 State St02109

(781) 348-0458

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

83rd percentile

30%

Faster asset growth than 83% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

67th percentile

9.9%

Faster revenue growth than 67% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$49,943

Up $11,602 (+30%) from 2012

Net Assets

Up

$49,943

Up $11,602 (+30%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin73rd percentile

Revenue

Up

$92,822

Up $8,364 (+9.9%) from 2012

Expenses

Up

$81,220

Up $2,030 (+2.6%) from 2012

Net Income

Up

$11,602

Up $6,334 (+120%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2010: $23,470Liabilities 2010: $0Net Assets 2010: $23,4702010Assets 2011: $33,073Liabilities 2011: $0Net Assets 2011: $33,0732011Assets 2012: $38,341Liabilities 2012: $0Net Assets 2012: $38,3412012Assets 2013: $49,943Liabilities 2013: $0Net Assets 2013: $49,9432013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$49,943
Liabilities$0
Net Assets$49,943
Open 2013 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $67,264Expenses 2010: $61,784Net Income 2010: $5,4802010Revenue 2011: $81,882Expenses 2011: $72,279Net Income 2011: $9,6032011Revenue 2012: $84,458Expenses 2012: $79,190Net Income 2012: $5,2682012Revenue 2013: $92,822Expenses 2013: $81,220Net Income 2013: $11,6022013Revenue 2014: $26,958Expenses 2014: $46,134Net Income 2014: -$19,1762014

Highlighted filing

2013

Revenue$92,822
Expenses$81,220
Net Income$11,602
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.0
Gross Receipts
$92,822
Mission and Program Overview

Mission

Monthly and annual meetings of members engaged in the underwriting of casualty and property insurance.

Program Services

DescriptionGrantsExpenses
MONTHLY AND ANNUAL MEETINGS OF MEMBERS ENGAGED IN THE UNDERWRITING OF CASUALTY AND PROPERTY INSURANCE.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY O'TOOLEDirector-$0--
MEREDITH MANGANDirector-$0--
ELLEN BARNETTImmediate Past President-$0--
LESLIE F EMACKPresident-$0--
STEVEN TORRESSecretary-$0--
CAROL M RIDEOUTDirector-$0--
KIMBERLY RIORDANVice President-$0--
MICHAEL ROCHEDirector-$0--
ANNE CALIENTODirector-$0--
COLBY HEWITTDirector-$0--
PAUL OBERLANDERTreasurer-$0--
ALLISON DRUMMONDPresident - Elect-$0--
Filing and Contact Details

Filer

EIN
04-6112327
Phone
7813480458

Signing Officer

Name
Paul Oberlander
Title
Treasurer
Phone
7818909300
Signed
2014-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Kevin M Kilcoyne
Phone
7817400082
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income - fidelity balanced. Amount: 1,286. Description: dividend income - putnam george balanced a fd. Amount: description: interest income - rbs citizens. Amount: 10. Total included on form 990-ez, line 4: 1,331.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 325. Description: membership renewals. Amount: 1,310. Description: conferences and meeting expenses. Amount: 71,036. Description: speaker gifts. Amount: 737. Description: travel. Amount: 4,464. Description: donations. Amount: 500. Description: books, subscriptions, reference. Amount: 1,884. Description: supplies. Amount: 155. Total to form 990-ez, line 16: 80,411.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from cpcu trust. Beg. Of year amount: 4,497. End of year amount: 5.”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL OBERLANDER
IRS990EZ/BooksInCareOfDetail/PhoneNum07818903102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 9198
IRS990EZ/BooksInCareOfDetail/USAddress/City0WALTHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049938
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011602
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0777
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049943
IRS990EZ/GrossReceiptsAmt092822
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01331
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt044242
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049943
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY O'TOOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH MANGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LESLIE F EMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL M RIDEOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIMBERLY RIORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL ROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANNE CALIENTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9COLBY HEWITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PAUL OBERLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALLISON DRUMMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT - ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04497
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt080411
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MONTHLY AND ANNUAL MEETINGS OF MEMBERS ENGAGED IN THE UNDERWRITING OF CASUALTY AND PROPERTY INSURANCE.
IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramServiceRevenueAmt047249
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY AND ANNUAL MEETINGS OF MEMBERS ENGAGED IN THE UNDERWRITING OF CASUALTY AND PROPERTY INSURANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt081220
IRS990EZ/TotalRevenueAmt092822
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BOSTON.CPCUSOCIETY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME - FIDELITY BALANCED. AMOUNT: 1,286. DESCRIPTION: DIVIDEND INCOME - PUTNAM GEORGE BALANCED A FD. AMOUNT: DESCRIPTION: INTEREST INCOME - RBS CITIZENS. AMOUNT: 10. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 325. DESCRIPTION: MEMBERSHIP RENEWALS. AMOUNT: 1,310. DESCRIPTION: CONFERENCES AND MEETING EXPENSES. AMOUNT: 71,036. DESCRIPTION: SPEAKER GIFTS. AMOUNT: 737. DESCRIPTION: TRAVEL. AMOUNT: 4,464. DESCRIPTION: DONATIONS. AMOUNT: 500. DESCRIPTION: BOOKS, SUBSCRIPTIONS, REFERENCE. AMOUNT: 1,884. DESCRIPTION: SUPPLIES. AMOUNT: 155. TOTAL TO FORM 990-EZ, LINE 16: 80,411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM CPCU TRUST. BEG. OF YEAR AMOUNT: 4,497. END OF YEAR AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL OBERLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07818909300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARTERED PROPERTY CASUALTY UNDERWRITERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20SOCIETY-BOSTON CHAPTER C/O INSLIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046112327
ReturnHeader/Filer/PhoneNum07813480458
ReturnHeader/Filer/USAddress/AddressLine10ASSOC OF BOSTON 156 STATE ST
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042928660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEVIN M KILCOYNE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10160 OLD DERBY STREET SUITE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817400082
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M KILCOYNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-13T15:11:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,943
Liabilities
$0
Net assets
$49,943
Revenue
$92,822
Expenses
$81,220
Net income
$11,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.0$46.1$19.2
2013Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$92.8$81.2$11.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$0.00$38.3$84.5$79.2$5.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$0.00$33.1$81.9$72.3$9.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.00$23.5$67.3$61.8$5.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits