Civic Intelligence

Ted Carleton Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 06-1662002

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 17, 2017

Organization ProfileWWW.IIAG.ORG
4555 Mansell RoadAlpharetta, GA 30022

(770) 458-0093

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

595%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$110,899

Down $2,712 (-2.4%) from 2015

Net Assets

Down

$106,399

Down $7,212 (-6.3%) from 2015

Liabilities

Up

$4,500

Up $4,500 from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$1,212

Up $4,842 (+80%) from 2015

Expenses

Up

$6,000

Up $3,335 (+125%) from 2015

Net Income

Up

-$7,212

Up $1,507 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2011: $130,963Liabilities 2011: $138,857Net Assets 2011: -$7,8942011Assets 2012: $126,951Liabilities 2012: $124,5982012Assets 2013: $126,891Liabilities 2013: $124,598Net Assets 2013: $2,2932013Assets 2014: $124,191Liabilities 2014: $107,258Net Assets 2014: $16,9332014Assets 2015: $113,611Liabilities 2015: $0Net Assets 2015: $113,6112015Assets 2016: $110,899Liabilities 2016: $4,500Net Assets 2016: $106,3992016Assets 2017: $116,553Liabilities 2017: $4,500Net Assets 2017: $112,0532017Assets 2018: $122,109Liabilities 2018: $4,500Net Assets 2018: $117,6092018Assets 2019: $121,768Liabilities 2019: $0Net Assets 2019: $121,7682019Assets 2020: $161,101Liabilities 2020: $38,799Net Assets 2020: $122,3022020Assets 2021: $132,855Liabilities 2021: $1,700Net Assets 2021: $131,1552021Assets 2022: $132,470Liabilities 2022: $1,800Net Assets 2022: $130,6702022Assets 2023: $128,488Liabilities 2023: $1,700Net Assets 2023: $126,7882023Assets 2024: $132,955Liabilities 2024: $1,700Net Assets 2024: $131,2552024

Highlighted filing

2016

Assets$110,899
Liabilities$4,500
Net Assets$106,399
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2011: $192,882Expenses 2011: $269,780Net Income 2011: -$76,8982011Revenue 2012: $11,077Expenses 2012: $830Net Income 2012: $10,2472012Revenue 2013: $2,940Expenses 2013: $3,000Net Income 2013: -$602013Revenue 2014: $18,170Expenses 2014: $3,530Net Income 2014: $14,6402014Revenue 2015: -$6,054Expenses 2015: $2,665Net Income 2015: -$8,7192015Revenue 2016: -$1,212Expenses 2016: $6,000Net Income 2016: -$7,2122016Revenue 2017: $7,654Expenses 2017: $2,000Net Income 2017: $5,6542017Revenue 2018: $8,131Expenses 2018: $2,575Net Income 2018: $5,5562018Revenue 2019: $5,734Expenses 2019: $1,575Net Income 2019: $4,1592019Revenue 2020: $7,784Expenses 2020: $7,250Net Income 2020: $5342020Revenue 2021: $14,353Expenses 2021: $5,500Net Income 2021: $8,8532021Revenue 2022: $2,915Expenses 2022: $3,400Net Income 2022: -$4852022Revenue 2023: $1,118Expenses 2023: $5,000Net Income 2023: -$3,8822023Revenue 2024: $8,991Expenses 2024: $4,524Net Income 2024: $4,4672024

Highlighted filing

2016

Revenue-$1,212
Expenses$6,000
Net Income-$7,212
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$60,454
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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.$6,000-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT MALLORYDirector-$0--
THAD BYNUMPresident Elect-$0--
ALLAN WEBBPresident-$0--
BETSY OLSONExecutive DirectorPT$0--
JACKSON SHERRILLDirector-$0--
LYNN MATHIS CPCUNtl Director-$0--
LEI REDDINGDirector-$0--
DAVID MONKDirector-$0--
GREG TAPLEYDirector-$0--
ANDREW COARDVice President-$0--
BOB HOLMANDirector-$0--
TONY JONESDirector-$0--
BRAD POWELLDirector-$0--
JIMBO FLOYDDirector-$0--
ROSLYN TRIPPDirector-$0--
DEBBIE LEEDirector-$0--
MICHAEL MELLERSSecretary-$0--
JAY E ROWEDirector-$0--
JIM BOYDDirector-$0--
KEVIN PAINTERDirector-$0--
KELLI DEANDirector-$0--
CAREY STEPHENSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yac Charity Golf Tournament$53,525$53,525$59,153$-5,628
Wine Toss Income$6,611$6,611$2,513$4,098
Total Events$60,136$60,136$61,666$-1,530
Filing and Contact Details

Filer

Filer Name
Ted Carleton Education Foundation Inc
EIN
06-1662002
Phone
7704580093
Address
4555 MANSELL ROAD, ALPHARETTA, GA 30022

Signing Officer

Name
Betsy Olson
Title
Executive Director
Signed
2017-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Westbrook McGrath Bridges Orth & Bray
Address
2810 Premiere Parkway Ste 200, Duluth, GA 30097
Preparer
Thomas J Westbrook
Phone
7706229885
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Misc Income $59”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS | Cash Amount Given: $6000”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $4500”

Raw XML Appendix246 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0061662002
ReturnHeader/Filer/PhoneNum07704580093
ReturnHeader/Filer/USAddress/AddressLine1Txt04555 MANSELL ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706229885
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Westbrook
ReturnHeader/ReturnTs02017-01-17T05:58:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,899
Liabilities
$4,500
Net assets
$106,399
Revenue
-$1,212
Expenses
$6,000
Net income
-$7,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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