Civic Intelligence

International Center for Captive Insurance Education Inc.

990 • Fiscal year 2019 • EIN 20-0047555

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

0.34x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.19x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$145,933

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$213,905

Up $8,344 (+4.1%) from 2018

Net Assets

Up

$141,963

Up $23,221 (+20%) from 2018

Liabilities

Down

$71,942

Down $14,877 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Up

$386,504

Up $12,141 (+3.2%) from 2018

Expenses

Down

$363,283

Down $17,059 (-4.5%) from 2018

Net Income

Up

$23,221

Up $29,200 (+488%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$213,905
Liabilities$71,942
Net Assets$141,963
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$386,504
Expenses$363,283
Net Income$23,221
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$386,504
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$145,450$150,301▲ $4,851
Pledges and Grants Receivable$17,102$27,569▲ $10,467
Land, Buildings, and Equipment, Net$12,211$14,309▲ $2,098
Accounts Receivable$24,316$12,583▼ $11,733
Prepaid Expenses and Deferred Charges$5,507$8,243▲ $2,736
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$205,561$213,905▲ $8,344
Other Assets Total$975$900▼ $75
Liabilities
Deferred Revenue$82,059$67,352▼ $14,707
Accounts Payable and Accrued Expenses$4,760$4,590▼ $170
Total Liabilities$86,819$71,942▼ $14,877
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,409$116,963▲ $4,554
Net Assets With Donor Restrictions$6,333$25,000▲ $18,667
Total Net Assets Fund Balance$118,742$141,963▲ $23,221
Total Liabilities and Net Assets / Fund Balance$205,561$213,905▲ $8,344

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,560$26,923$32,483
Equipment$8,749$7,758$16,507
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mitch CantorExecutive DirecFT$145,933$145,933

Board Members and Trustees

NameTitle
Adam RekerdresDirector
Alicia GreeneDirector
Anne Marie TowleDirector
Ben WhitehouseDirector
Bruce WhitmoreDirector
Bryan HudsonDirector
Chris MandellDirector
Colin RobinsonDirector
Dan LabrieDirector
Grainne RichmondDirector
Hartley HartmanDirector
Jason OswaldDirector
Joe HolahanDirector
Linda SythDirector
Matt TakamineDirector
Michael LynchDirector
Mike ZuckermanDirector
Paul ArboDirector
Ron CampbellDirector
Ryan SulleyDirector
Sherry RickerDirector
Tim AndrewDirector
Michael DouglasSecretary
Carrie RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,587
Program Service Revenue
$314,869
Investment Income
$728
Other Revenue
$3,320
All Other Contributions
$64,662
Change in Net Assets
$23,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$386,504
Total Revenue per Audited Statements
$386,504
Total Revenue per Form 990
$386,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$258,119
Other Expenses$105,164
Total Fundraising Expense$57,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$124,874$56,761$45,409$227,044
Conferences and Meetings$19,781--$19,781
Other Salaries and Wages$9,150$4,159$3,327$16,636
Payroll Taxes$7,941$3,610$2,888$14,439
Occupancy$5,958$2,708$2,166$10,832
Fees for Services Accounting-$8,850-$8,850
Depreciation Depletion$7,352--$7,352
Office Expenses$4,044$1,838$1,470$7,352
Other Expenses$1,805$820$656$3,281
Fees for Services Other$1,984$850-$2,834
Insurance$1,414$643$514$2,571
All Other Expenses$1,217$554$443$2,214
Fees for Services Management$1,949--$1,949
Fees for Services Legal-$1,000-$1,000
Total Functional Expenses$218,543$87,038$57,702$363,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$363,283
Total Expenses per Audited Statements$363,283
Total Expenses per Form 990$363,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,320
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 35% controlled entity
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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Cantor
Formed
2003
Legal Domicile
Vt
Voting Board Members
25
Independent Board Members
25
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, 2019 and 2018.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, 2019 and 2018, 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/TitleTxt1Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,905
Liabilities
$71,942
Net assets
$141,963
Revenue
$386,504
Expenses
$363,283
Net income
$23,221
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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. 2019 filings • 501(c)3 • <$500k nonprofits