Civic Intelligence

International Center for Captive Insurance Education Inc.

990 • Fiscal year 2017 • EIN 20-0047555

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.ICCIE.ORG
2517 Shelburne Road Suite 2Shelburne, VT 05482

(802) 651-9051

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

99th percentile

$160,879

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 44.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-7.9%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$198,697

Down $38,586 (-16%) from 2016

Net Assets

Down

$124,721

Down $47,481 (-28%) from 2016

Liabilities

Up

$73,976

Up $8,895 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin20th percentile

Revenue

Down

$360,734

Down $31,109 (-7.9%) from 2016

Expenses

Up

$408,215

Up $34,158 (+9.1%) from 2016

Net Income

Down

-$47,481

Down $65,267 (-367%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$600K$400K$200K$0-$200KAssets 2010: $39,365Liabilities 2010: $96,733Net Assets 2010: -$57,3682010Assets 2011: $36,184Liabilities 2011: $93,712Net Assets 2011: -$57,5282011Assets 2012: $77,830Liabilities 2012: $72,509Net Assets 2012: $5,3212012Assets 2013: $133,737Liabilities 2013: $115,222Net Assets 2013: $18,5152013Assets 2014: $203,321Liabilities 2014: $102,610Net Assets 2014: $100,7112014Assets 2015: $234,204Liabilities 2015: $79,788Net Assets 2015: $154,4162015Assets 2016: $237,283Liabilities 2016: $65,081Net Assets 2016: $172,2022016Assets 2017: $198,697Liabilities 2017: $73,976Net Assets 2017: $124,7212017Assets 2018: $205,561Liabilities 2018: $86,819Net Assets 2018: $118,7422018Assets 2019: $213,905Liabilities 2019: $71,942Net Assets 2019: $141,9632019Assets 2020: $243,742Liabilities 2020: $84,479Net Assets 2020: $159,2632020Assets 2021: $251,666Liabilities 2021: $82,358Net Assets 2021: $169,3082021Assets 2022: $321,379Liabilities 2022: $146,224Net Assets 2022: $175,1552022Assets 2023: $397,317Liabilities 2023: $161,226Net Assets 2023: $236,0912023Assets 2024: $542,933Liabilities 2024: $172,369Net Assets 2024: $370,5642024

Highlighted filing

2017

Assets$198,697
Liabilities$73,976
Net Assets$124,721
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $334,2452010Expenses 2011: $330,2242011Revenue 2012: $361,388Expenses 2012: $321,081Net Income 2012: $40,3072012Revenue 2013: $327,791Expenses 2013: $323,078Net Income 2013: $4,7132013Revenue 2014: $422,763Expenses 2014: $350,834Net Income 2014: $71,9292014Revenue 2015: $404,651Expenses 2015: $350,946Net Income 2015: $53,7052015Revenue 2016: $391,843Expenses 2016: $374,057Net Income 2016: $17,7862016Revenue 2017: $360,734Expenses 2017: $408,215Net Income 2017: -$47,4812017Revenue 2018: $374,363Expenses 2018: $380,342Net Income 2018: -$5,9792018Revenue 2019: $386,504Expenses 2019: $363,283Net Income 2019: $23,2212019Revenue 2020: $391,025Expenses 2020: $376,392Net Income 2020: $14,6332020Revenue 2021: $368,899Expenses 2021: $359,648Net Income 2021: $9,2512021Revenue 2022: $435,209Expenses 2022: $429,362Net Income 2022: $5,8472022Revenue 2023: $487,210Expenses 2023: $426,274Net Income 2023: $60,9362023Revenue 2024: $640,024Expenses 2024: $505,552Net Income 2024: $134,4722024

Highlighted filing

2017

Revenue$360,734
Expenses$408,215
Net Income-$47,481
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$362,234
Mission and Program Overview

Mission

To be the premier provider of captive insurance education and to offer the preeminent professional designation in captive insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$179,984$144,554▼ $35,430
Pledges and Grants Receivable$17,333$24,181▲ $6,848
Land, Buildings, and Equipment, Net$19,717$16,201▼ $3,516
Accounts Receivable$16,161$12,124▼ $4,037
Prepaid Expenses and Deferred Charges$4,088$1,637▼ $2,451
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$237,283$198,697▼ $38,586
Other Assets Total-$0-
Liabilities
Deferred Revenue$58,369$68,058▲ $9,689
Accounts Payable and Accrued Expenses$6,712$5,918▼ $794
Total Liabilities$65,081$73,976▲ $8,895
Net Assets / Fund Balance
Unrestricted Net Assets$157,202$112,054▼ $45,148
Temporarily Rstr Net Assets$15,000$12,667▼ $2,333
Total Net Assets Fund Balance$172,202$124,721▼ $47,481
Total Liabilities and Net Assets / Fund Balance$237,283$198,697▼ $38,586

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,201$21,971$38,172
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitch CantorExecutive DirecFT$140,448$20,431$160,879

Board Members and Trustees

NameTitle
Aidan KellyPresident
Lesley ThompsonVice President
Alicia GreeneDirector
Anne Marie TowleDirector
Ben WhitehouseDirector
Bryan HudsonDirector
Chris MandellDirector
Dan LabrieDirector
Grainne RichmondDirector
Hartley HartmanDirector
Jeff SimpsonDirector
Joe HolahanDirector
Linda SythDirector
Matt TakamineDirector
Michael LynchDirector
Mike ZuckermanDirector
Ron CampbellDirector
Ryan SulleyDirector
Sherry RickerDirector
Michael DouglasSecretary
Carrie RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,136
Program Service Revenue
$287,432
Investment Income
$509
Other Revenue
$2,657
All Other Contributions
$63,016
Change in Net Assets
$-47,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$360,734
Total Revenue per Audited Statements
$360,734
Total Revenue per Form 990
$360,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,743
Other Expenses$133,472
Total Fundraising Expense$56,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$77,558$35,484$27,406$140,448
Other Salaries and Wages$44,922$20,552$15,873$81,347
Payroll Taxes$29,239$13,377$10,332$52,948
Fees for Services Other$20,700$9,050-$29,750
Conferences and Meetings$27,449--$27,449
Occupancy$5,046$2,309$1,783$9,138
Depreciation Depletion$6,140--$6,140
All Other Expenses$2,906$1,694$462$5,062
Office Expenses$4,633--$4,633
Other Expenses$2,177$995$768$3,940
Insurance$470$215$166$851
Travel$185--$185
Total Functional Expenses$259,615$91,810$56,790$408,215

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$408,215
Total Expenses per Audited Statements$408,215
Total Expenses per Form 990$408,215
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,157
Fundraising Direct Expenses$1,500
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is first reviewed by the organization's executive director. It is then provided to the treasurer for her review, and made available to the full board of directors for their review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is monitored and enforced by the executivedirector.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director's compensation is evaluated and adjusted annually by theboard of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes all organizational documents, including its form 1023,annual tax returns, governing documents and policies, and financial statementsavailable for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
International Center for Captive
EIN
20-0047555
Phone
8026519051
Address
2517 SHELBURNE ROAD SUITE 2, SHELBURNE, VT 05482

Signing Officer

Name
Mitch Cantor
Title
Executive Director
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Cantor
Formed
2003
Legal Domicile
Vt
Voting Board Members
22
Independent Board Members
22
Employees
3
Volunteers
46

Preparer

Firm
Liptz & Associates Inc
Address
1401 Quail Street Suite 140, Newport Beach, CA 92660
Preparer
David Liptz
Phone
9494748500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The center accounts for uncertain tax positions in accordance with certain provisions of fasb asc 740, "income taxes," which provide a framework for how companies should recognize, measure, present and disclose uncertain tax positions in their financial statements. Under fasb asc 740, the center may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The center does not have any uncertain tax positions as of december 31, 2017 and 2016.the center's policy is to include interest and penalties related to unrecognized tax. Benefits as a component of its provision for income taxes. As of december 31, 2017 and 2016, the center did not record any interest or penalties associated with unrecognized tax benefits. The center's prior three tax years are open and subject to examination.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm14BEN WHITEHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm15Hartley Hartman
IRS990/Form990PartVIISectionAGrp/PersonNm16Joe Holahan
IRS990/Form990PartVIISectionAGrp/PersonNm17Dan Labrie
IRS990/Form990PartVIISectionAGrp/PersonNm18Chris Mandell
IRS990/Form990PartVIISectionAGrp/PersonNm19Sherry Ricker
IRS990/Form990PartVIISectionAGrp/PersonNm20Anne Marie Towle
IRS990/Form990PartVIISectionAGrp/PersonNm21MITCH CANTOR
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIREC
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
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IRS990/FundraisingGrossIncomeAmt04157
IRS990/GamingActivitiesInd0false
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IRS990/GovernmentGrantsAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0166
IRS990/InsuranceGrp/ManagementAndGeneralAmt0215
IRS990/InsuranceGrp/ProgramServicesAmt0470
IRS990/InsuranceGrp/TotalAmt0851
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0509
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO BE THE PREMIER PROVIDER OF CAPTIVE INSURANCE EDUCATION AND TO OFFER THE PREEMINENT PROFESSIONAL DESIGNATION IN CAPTIVE INSURANCE.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0124721
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02657
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc2MARKETING
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2995
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IRS990/OtherExpensesGrp/ProgramServicesAmt19961
IRS990/OtherExpensesGrp/ProgramServicesAmt22177
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IRS990/OtherExpensesGrp/TotalAmt113765
IRS990/OtherExpensesGrp/TotalAmt24330
IRS990/OtherExpensesGrp/TotalAmt33940
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020552
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044922
IRS990/OtherSalariesAndWagesGrp/TotalAmt081347
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IRS990/ProfessionalFundraisingInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$198,697
Liabilities
$73,976
Net assets
$124,721
Revenue
$360,734
Expenses
$408,215
Net income
-$47,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$1.72$3.71$6.40$5.06$1.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$1.61$2.36$4.87$4.26$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$1.46$1.75$4.35$4.29$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.82$1.69$3.69$3.60$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.84$1.59$3.91$3.76$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.72$1.42$3.87$3.63$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.87$1.19$3.74$3.80$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.74$1.25$3.61$4.08$0.47
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.65$1.72$3.92$3.74$0.18
2015Summary only. Only limited summary data is available for this year.$2.34$0.80$1.54$4.05$3.51$0.54
2014Summary only. Only limited summary data is available for this year.$2.03$1.03$1.01$4.23$3.51$0.72
2013Detailed filing. Detailed filing data is available for this year.$1.34$1.15$0.19$3.28$3.23$0.05
2012Summary only. Only limited summary data is available for this year.$0.78$0.73$0.05$3.61$3.21$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.94$0.58$3.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.97$0.57$3.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits