Civic Intelligence

Techassure Association Inc

990 • Fiscal year 2017 • EIN 13-4102591

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profilewww.techassure.org

View Organization Page

106 Langtree Village DriveMooresville, NC 28117

(704) 997-3238

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.3%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

100th percentile

$209,428

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$180,476

Down $22,199 (-11%) from 2016

Net Assets

Down

$180,476

Down $22,199 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin30th percentile

Revenue

Up

$422,637

Up $54,538 (+15%) from 2016

Expenses

Up

$444,836

Up $23,398 (+5.6%) from 2016

Net Income

Up

-$22,199

Up $31,140 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$300K$200K$100K$0Assets 2014: $196,989Liabilities 2014: $8,603Net Assets 2014: $188,3862014Assets 2015: $265,662Liabilities 2015: $9,648Net Assets 2015: $256,0142015Assets 2016: $202,675Liabilities 2016: $0Net Assets 2016: $202,6752016Assets 2017: $180,476Liabilities 2017: $0Net Assets 2017: $180,4762017Assets 2018: $185,683Liabilities 2018: $0Net Assets 2018: $185,6832018Assets 2019: $153,249Liabilities 2019: $0Net Assets 2019: $153,2492019Assets 2020: $173,318Liabilities 2020: $0Net Assets 2020: $173,3182020Assets 2021: $295,270Liabilities 2021: $0Net Assets 2021: $295,2702021Assets 2022: $203,001Liabilities 2022: $0Net Assets 2022: $203,0012022Assets 2023: $223,412Liabilities 2023: $0Net Assets 2023: $223,4122023Assets 2024: $211,837Liabilities 2024: $0Net Assets 2024: $211,8372024

Highlighted filing

2017

Assets$180,476
Liabilities$0
Net Assets$180,476
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $391,186Expenses 2014: $348,175Net Income 2014: $43,0112014Revenue 2015: $465,916Expenses 2015: $398,288Net Income 2015: $67,6282015Revenue 2016: $368,099Expenses 2016: $421,438Net Income 2016: -$53,3392016Revenue 2017: $422,637Expenses 2017: $444,836Net Income 2017: -$22,1992017Revenue 2018: $419,580Expenses 2018: $414,373Net Income 2018: $5,2072018Revenue 2019: $468,938Expenses 2019: $501,372Net Income 2019: -$32,4342019Revenue 2020: $477,104Expenses 2020: $457,035Net Income 2020: $20,0692020Revenue 2021: $458,574Expenses 2021: $336,622Net Income 2021: $121,9522021Revenue 2022: $524,335Expenses 2022: $616,604Net Income 2022: -$92,2692022Revenue 2023: $583,741Expenses 2023: $563,330Net Income 2023: $20,4112023Revenue 2024: $551,128Expenses 2024: $562,703Net Income 2024: -$11,5752024

Highlighted filing

2017

Revenue$422,637
Expenses$444,836
Net Income-$22,199
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$422,637
Mission and Program Overview

Mission

To educate insurance industry

To educate insurance industry professionals and the general public about risk management

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$100,629-
Accounts Receivable$21,789$55,285▲ $33,496
Cash and Non-Interest-Bearing Accounts$179,350$23,589▼ $155,761
Land, Buildings, and Equipment, Net$1,536$973▼ $563
Total Assets$202,675$180,476▼ $22,199
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$202,675$180,476▼ $22,199
Total Net Assets Fund Balance$202,675$180,476▼ $22,199
Total Liabilities and Net Assets / Fund Balance$202,675$180,476▼ $22,199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$973$2,391$3,364
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Garrett DroegeExecutive DirectorFT$194,056$15,372$209,428
H Garrett Droege--$176,456$32,972$209,428

Board Members and Trustees

NameTitle
Mark WareChairperson
Bill LewisBoard Member
Brian SchermerhornBoard Member
David SandersonBoard Member
Fabrice De WaalBoard Member
Frederic NouialleBoard Member
Gautam BodaBoard Member
Jim RobertsBoard Member
John MocciaBoard Member
Konrad AerinBoard Member
Mike MannBoard Member
Mike MolloyBoard Member
Pam MasonBoard Member
Steve AppelBoard Member
Tanja MerkelBoard Member
Travis HoltBoard Member
Zita ErdisBoard Member
Doug JonesExecutive Committee
Paul DicksonExecutive Committee
Regan GuthExecutive Committee
Sandy LeeExecutive Committee
Neil MoloneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$422,607
Investment Income
$30
Other Revenue
$0
Change in Net Assets
$-22,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$249,150
Other Expenses$195,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$194,056
Conferences and Meetings---$91,206
All Other Expenses---$38,705
Other Salaries and Wages---$26,400
Travel---$17,474
Other Employee Benefits---$15,372
Payroll Taxes---$13,322
Advertising---$9,394
Insurance---$7,740
Occupancy---$5,551
Fees for Services Legal---$3,876
Fees for Services Accounting---$2,775
Office Expenses---$1,012
Information Technology---$726
Depreciation Depletion---$564
Other Expenses---$259
Total Functional Expenses$0$0$0$444,836
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Techassure Association Inc
EIN
13-4102591
Phone
7049973238
Address
106 Langtree Village Drive, Mooresville, NC 28117

Signing Officer

Name
H Garrett Droege
Title
Executive Director
Phone
7049973238
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Garrett Droege
Formed
2000
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
2
Volunteers
22

Preparer

Firm
Lucero Tax & Accounting
Address
1624 Market Street Suite 202, Denver, CO 80202
Preparer
Lou J Arellano
Phone
3032233796
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Executive committee and the Executive Director examine the tax return for accuracy prior to filing the return.”

Pt VI, Line 12C

“Officers and directors are required to sign a conflict of interest statement every year. The Board of Directors hold quarterly meetings at which time inquiries are made of all board members in regards to the existence, if any, of conflicts of interest.”

Form 990, Part IX, Line 24E

“Board meetings and retreat 9015.”

Form 990, Part IX, Line 24E

“Industry meetings and events 7270.”

Form 990, Part IX, Line 24E

“Honorarium 925.”

Form 990, Part IX, Line 24E

“Management software 21495.”

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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02391
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01536
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0973
IRS990/LandBldgEquipCostOrOtherBssAmt03364
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To educate insurance industry professionals and
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0202675
IRS990/NetAssetsOrFundBalancesEOYAmt0180476
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt05551
IRS990/OfficeExpensesGrp/TotalAmt01012
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015372
IRS990/OtherExpensesGrp/Desc0Dues and subscriptions
IRS990/OtherExpensesGrp/Desc1Telecommunications
IRS990/OtherExpensesGrp/Desc2Postage
IRS990/OtherExpensesGrp/Desc3Bank service charges
IRS990/OtherExpensesGrp/TotalAmt015609
IRS990/OtherExpensesGrp/TotalAmt1588
IRS990/OtherExpensesGrp/TotalAmt2207
IRS990/OtherExpensesGrp/TotalAmt3259
IRS990/OtherSalariesAndWagesGrp/TotalAmt026400
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt013322
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0H GARRETT DROEGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Sponsorship fees
IRS990/ProgramServiceRevenueGrp/Desc2Conference fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179928
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt287704
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028
IRS990/PYOtherExpensesAmt0173242
IRS990/PYProgramServiceRevenueAmt0368071
IRS990/PYRevenuesLessExpensesAmt0-53339
IRS990/PYSalariesCompEmpBnftPaidAmt0248196
IRS990/PYTotalExpensesAmt0421438
IRS990/PYTotalRevenueAmt0368099
IRS990/ReconcilationRevenueExpnssAmt0-22199
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt087704
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100629
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0973
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02391
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03364
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0973
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0176456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount017600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0H GARRETT DROEGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0209428
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive committee and the Executive Director examine the tax return for accuracy prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers and directors are required to sign a conflict of interest statement every year. The Board of Directors hold quarterly meetings at which time inquiries are made of all board members in regards to the existence, if any, of conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board meetings and retreat 9015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Industry meetings and events 7270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Honorarium 925.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Management software 21495.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0202675
IRS990/TotalAssetsEOYAmt0180476
IRS990/TotalAssetsGrp/BOYAmt0202675
IRS990/TotalAssetsGrp/EOYAmt0180476
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0444836
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0202675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0180476
IRS990/TotalOtherCompensationAmt015372
IRS990/TotalProgramServiceExpensesAmt091206
IRS990/TotalProgramServiceRevenueAmt0422607
IRS990/TotalReportableCompFromOrgAmt0194056
IRS990/TotalRevenueGrp/ExclusionAmt030
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0422607
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422637
IRS990/TotalVolunteersCnt022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0202675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0180476
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt017474
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0202675
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0180476
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0106 Langtree Village Dr Ste 301
IRS990/USAddress/CityNm0Mooresville

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,476
Liabilities
$0
Net assets
$180,476
Revenue
$422,637
Expenses
$444,836
Net income
-$22,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$5.51$5.63$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$5.84$5.63$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$5.24$6.17$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$4.59$3.37$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$4.77$4.57$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$4.69$5.01$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$4.20$4.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$4.23$4.45$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$3.68$4.21$0.53
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.10$2.56$4.66$3.98$0.68
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.09$1.88$3.91$3.48$0.43