Ted Carleton Education Foundation Inc.

990EZ • Fiscal year 2013 • EIN 06-1662002

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 14, 2014

Organization Profile WWW.IIAG.ORG

3186 Chestnut Drive ConnectorAlpharetta, GA 30340

Siviq Scores

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

0.98x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

42.38x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-2.0%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-0.0%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-73%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets94th percentile

Assets

Down

$126,891

Down $60 (-0.0%) from 2012

Net Assets

$2,293

No earlier filing loaded for comparison.

Liabilities

Flat

$124,598

Flat from 2012

Revenue And Expenses

Liabilities / Revenue100th percentile Net Margin36th percentile

Revenue

Down

$2,940

Down $8,137 (-73%) from 2012

Expenses

$3,000

Up $2,170 (+261%) from 2012

Net Income

Down

-$60

Down $10,307 (-101%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2013

Assets$126,891

Liabilities$124,598

Net Assets$2,293

Open 2013 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2013

Revenue$2,940

Expenses$3,000

Net Income-$60

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2012 to Aug 31, 2013
Signed: Jan 14, 2014
Return Version: 2012v2.0

Mission and Program Overview

Mission

To promote high ethical standards within the insurance industry and to educate the public about the insurance industry

Filing and Contact Details

Filer

EIN: 06-1662002

Raw XML Appendix183 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.

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IRS990EZ/CashSavingsAndInvestments/EOY	0	126891
IRS990EZ/ContributionsGiftsGrantsEtc	0	350
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-60
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	43691
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IRS990EZ/GrossReceipts	0	44706
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	660
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	2353
IRS990EZ/NetAssetsOrFundBalancesBOY	0	2353
IRS990EZ/NetAssetsOrFundBalances/EOY	0	2293
IRS990EZ/NetAssetsOrFundBalancesEOY	0	2293
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	AUBIE KNIGHT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	LYNN MATHIS CPCU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	JACKSON SHERRILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	BETSY OLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	ALLAN WEBB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	BOB MONK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	ANDY SIEGEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	CEO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Ntl Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	President Elect
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Past President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Vice President
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROMOTE HIGH ETHICAL STANDARDS WITHIN THE INSURANCE INDUSTRY AND TO EDUCATE THE PUBLIC ABOUT THE INSURANCE INDUSTRY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE PROVISION OF EDUCATIONAL PRODUCTS AND SERVICES TO PERSONS IN THE INSURANCE INDUSTRY AND TO THE GENERAL PUBLIC IN ORDER TO PROMOTE HIGH PROFESSIONAL STANDARDS IN THE INSURANCE INDUSTRY AND TO IMPROVE THE GENERAL PUBLIC UNDERSTANDING OF THE INSURANCE INDUSTRY.
IRS990EZ/ProgramServiceRevenue	0	5
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	41766
IRS990EZ/SpecialEventsNetIncomeLoss	0	1925
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	124598
IRS990EZ/SumOfTotalLiabilities/EOY	0	124598
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	3186 CHESNUT DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	DORAVILLE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	GA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	30362
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	AUBIE KNIGHT
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7704580093
IRS990EZ/TotalAssets/BOY	0	126951
IRS990EZ/TotalAssets/EOY	0	126891
IRS990EZ/TotalExpenses	0	3000
IRS990EZ/TotalRevenue	0	2940
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.IIAG.ORG
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	350
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	697
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	2468
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	8726
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	8952
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	21193
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	660
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	410
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	1627
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	848
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	2154
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	5699
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	6
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	4787
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	188787
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	225527
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	252950
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	672057
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	660
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	410
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	1627
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	848
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	2154
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	5699
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00820
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/Total	0	0
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	0.99340
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.00660
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99180
IRS990ScheduleA/PublicSupportTotal509	0	693250
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	356
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	5484
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	191255
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	234253
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	261902
IRS990ScheduleA/Total509/Total	0	693250
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	1016
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	5894
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	192882
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	235101
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	264056
IRS990ScheduleA/TotalSupportTotal/Total	0	698949
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	40475
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	42400
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	42400
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	42400
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	42400
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	YAC CHARITY GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	1925
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	40475
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	40475
IRS990ScheduleO/GeneralExplanation/Explanation	0	Accounts Payable and Accrued Expenses - Beginning $124598 Accounts Payable and Accrued Expenses - Ending $124598
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.1001
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	061662002
ReturnHeader/Filer/Name/BusinessNameLine1	0	TED CARLETON EDUCATION FOUNDATION INC
ReturnHeader/Filer/NameControl	0	TEDC
ReturnHeader/Filer/Phone	0	7704580093
ReturnHeader/Filer/USAddress/AddressLine1	0	3186 CHESTNUT DRIVE CONNECTOR
ReturnHeader/Filer/USAddress/City	0	DORAVILLE
ReturnHeader/Filer/USAddress/State	0	GA
ReturnHeader/Filer/USAddress/ZIPCode	0	30340
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2014-01-14
ReturnHeader/Officer/Name	0	AUBIE KNIGHT
ReturnHeader/Officer/Title	0	CEO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Westbrook McGrath Bridges Orth & Bray
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	2810 Premiere Parkway Ste 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Duluth
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	30097
ReturnHeader/Preparer/Name	0	Thomas J Westbrook
ReturnHeader/Preparer/Phone	0	7706229885
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-09-01
ReturnHeader/TaxPeriodEndDate	0	2013-08-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-14T10:24:52-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $126,891
Liabilities: $124,598
Net assets: $2,293
Revenue: $2,940
Expenses: $3,000
Net income: -$60

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.33	$0.02	$1.31	$0.09	$0.05	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$1.28	$0.02	$1.27	$0.01	$0.05	$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.32	$0.02	$1.31	$0.03	$0.03	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$1.33	$0.02	$1.31	$0.14	$0.06	$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.61	$0.39	$1.22	$0.08	$0.07	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.06	$0.02	$0.04
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$1.22	$0.05	$1.18	$0.08	$0.03	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$1.17	$0.05	$1.12	$0.08	$0.02	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$1.11	$0.05	$1.06	$0.01	$0.06	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.06	$0.03	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$1.24	$1.07	$0.17	$0.18	$0.04	$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.27	$1.25	$0.02	$0.03	$0.03	$0.00
2012Summary only. Only limited summary data is available for this year.	$1.27	$1.25		$0.11	$0.01	$0.10
2011Summary only. Only limited summary data is available for this year.	$1.31	$1.39	$0.08	$1.93	$2.70	$0.77