Civic Intelligence

International Center for Captive Insurance Education Inc.

990 • Fiscal year 2021 • EIN 20-0047555

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.22x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

41st percentile

2.5%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$146,922

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 39.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.3%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.7%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$251,666

Up $7,924 (+3.3%) from 2020

Net Assets

Up

$169,308

Up $10,045 (+6.3%) from 2020

Liabilities

Down

$82,358

Down $2,121 (-2.5%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin41st percentile

Revenue

Down

$368,899

Down $22,126 (-5.7%) from 2020

Expenses

Down

$359,648

Down $16,744 (-4.4%) from 2020

Net Income

Down

$9,251

Down $5,382 (-37%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2021

Assets$251,666
Liabilities$82,358
Net Assets$169,308
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$368,899
Expenses$359,648
Net Income$9,251
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$368,899
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$170,048$211,562▲ $41,514
Prepaid Expenses and Deferred Charges$21,124$0▼ $21,124
Accounts Receivable$19,717$20,919▲ $1,202
Pledges and Grants Receivable$25,485$18,285▼ $7,200
Land, Buildings, and Equipment, Net$6,466$0▼ $6,466
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$243,742$251,666▲ $7,924
Other Assets Total$902$900▼ $2
Liabilities
Deferred Revenue$69,426$72,318▲ $2,892
Accounts Payable and Accrued Expenses$15,053$10,040▼ $5,013
Total Liabilities$84,479$82,358▼ $2,121
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$139,146$154,308▲ $15,162
Net Assets With Donor Restrictions$20,117$15,000▼ $5,117
Total Net Assets Fund Balance$159,263$169,308▲ $10,045
Total Liabilities and Net Assets / Fund Balance$243,742$251,666▲ $7,924

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$32,483$32,483
Equipment-$16,507$16,507
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mitch CantorExecutive DirecFT$146,922$146,922

Board Members and Trustees

NameTitle
Ben WhitehousePresident
Anne Marie TowleVice President
Brenda PickeringDirector
Bruce WhitmoreDirector
Carl TerzerDirector
Chris MandelDirector
Colin RobinsonDirector
Dan TowleDirector
Dennis SilviaDirector
Jason OswaldDirector
Jason PalmerDirector
Jerry MessickDirector
Jim BulkowskiDirector
Joanne ShaverDirector
Mark WeidermannDirector
Paul ArboDirector
Sherry RickerDirector
Tim AndrewDirector
Joe HolahanSecretary
Hartley HartmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,744
Program Service Revenue
$306,306
Investment Income
$104
Other Revenue
$2,745
All Other Contributions
$57,694
Change in Net Assets
$9,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$368,899
Total Revenue per Audited Statements
$368,899
Total Revenue per Form 990
$368,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$267,082
Other Expenses$92,566
Total Fundraising Expense$59,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,807$36,731$29,384$146,922
Other Salaries and Wages$37,139$16,882$13,505$67,526
Other Employee Benefits$20,019$9,100$7,280$36,399
Payroll Taxes$8,929$4,059$3,247$16,235
Conferences and Meetings$13,947--$13,947
Fees for Services Management$1,392$10,920-$12,312
Occupancy$6,310$2,868$2,294$11,472
Depreciation Depletion$5,396--$5,396
Other Expenses$2,753$1,251$1,001$5,005
Insurance$739$336$269$1,344
All Other Expenses$648$295$236$1,179
Total Functional Expenses$210,713$89,819$59,116$359,648

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$359,648
Total Expenses per Audited Statements$359,648
Total Expenses per Form 990$359,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,745
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
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Cantor
Formed
2003
Legal Domicile
Vt
Voting Board Members
21
Independent Board Members
25
Employees
4
Volunteers
46

Preparer

Firm
Liptz and Associates Inc
Address
3857 Birch St Ste 490, Newport Beach, CA 92660
Preparer
David Liptz
Phone
9494748500
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“other increase = $794”

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, 2020 and 2019.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, 2020 and 2019 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.”

Raw XML AppendixShowing 400 of 596 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015053
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010040
IRS990/AccountsReceivableGrp/BOYAmt019717
IRS990/AccountsReceivableGrp/EOYAmt020919
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO BE THE PREMIER PROVIDER OF CAPTIVE INSURANCE EDUCATION AND TO OFFER THE PREEMINENT PROFESSIONAL DESIGNATION IN CAPTIVE INSURANCE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt057694
IRS990/AllOtherExpensesGrp/FundraisingAmt0236
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0295
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0648
IRS990/AllOtherExpensesGrp/TotalAmt01179
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MITCH CANTOR
IRS990/BooksInCareOfDetail/PhoneNum08026519051
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02517 SHELBURNE ROAD SUITE 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHELBURNE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005482
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0170048
IRS990/CashNonInterestBearingGrp/EOYAmt0211562
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt029384
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt036731
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt080807
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146922
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt013947
IRS990/ConferencesMeetingsGrp/TotalAmt013947
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059744
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0104
IRS990/CYOtherExpensesAmt092566
IRS990/CYOtherRevenueAmt02745
IRS990/CYProgramServiceRevenueAmt0306306
IRS990/CYRevenuesLessExpensesAmt09251
IRS990/CYSalariesCompEmpBnftPaidAmt0267082
IRS990/CYTotalExpensesAmt0359648
IRS990/CYTotalFundraisingExpenseAmt059116
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0368899
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt069426
IRS990/DeferredRevenueGrp/EOYAmt072318
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05396
IRS990/DepreciationDepletionGrp/TotalAmt05396
IRS990/Desc0THE ORGANIZATION FACILITATES A COMPREHENSIVE EDUCATION PROGRAM IN THE CAPTIVE INSURANCE INDUSTRY. HUNDREDS OF STUDENTS PARTICIPATE IN ON-LINE AND TELECONFERENCE COURSES EACH YEAR. THE ORGANIZATION OFFERS ASSOCIATES IN CAPTIVE INSURANCE (ACI) CERTIFICATION COURSE, NON CERTIFICATE COURSE, AND POST ACI COURSE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt020117
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0210713
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010920
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01392
IRS990/FeesForServicesManagementGrp/TotalAmt012312
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0MITCH CANTOR
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM BULKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3COLIN ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS MANDEL
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON OSWALD
IRS990/Form990PartVIISectionAGrp/PersonNm6JERRY MESSICK
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL ARBO
IRS990/Form990PartVIISectionAGrp/PersonNm9BRUCE WHITMORE
IRS990/Form990PartVIISectionAGrp/PersonNm10BRENDA PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm11JOANNE SHAVER
IRS990/Form990PartVIISectionAGrp/PersonNm12BEN WHITEHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm13DENNIS SILVIA
IRS990/Form990PartVIISectionAGrp/PersonNm14CARL TERZER
IRS990/Form990PartVIISectionAGrp/PersonNm15Hartley Hartman
IRS990/Form990PartVIISectionAGrp/PersonNm16Joe Holahan
IRS990/Form990PartVIISectionAGrp/PersonNm17Sherry Ricker
IRS990/Form990PartVIISectionAGrp/PersonNm18Anne Marie Towle
IRS990/Form990PartVIISectionAGrp/PersonNm19DAN TOWLE
IRS990/Form990PartVIISectionAGrp/PersonNm20MARK WEIDERMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0146922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIREC
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt02745
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt01500
IRS990/GrantAmt0306306
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0368899
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0269
IRS990/InsuranceGrp/ManagementAndGeneralAmt0336
IRS990/InsuranceGrp/ProgramServicesAmt0739
IRS990/InsuranceGrp/TotalAmt01344
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048990
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06466
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt048990
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0550
IRS990/MembersOrStockholdersInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0159263
IRS990/NetAssetsOrFundBalancesEOYAmt0169308
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02745
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02745
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0139146
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0154308
IRS990/NoncashContributionsAmt09545
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02294
IRS990/OccupancyGrp/ManagementAndGeneralAmt02868
IRS990/OccupancyGrp/ProgramServicesAmt06310
IRS990/OccupancyGrp/TotalAmt011472
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0902
IRS990/OtherAssetsTotalGrp/EOYAmt0900
IRS990/OtherChangesInNetAssetsAmt0794
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07280
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09100
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020019
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036399
IRS990/OtherExpensesGrp/Desc0BANK & CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1COURSE DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3WEBSITE COSTS
IRS990/OtherExpensesGrp/FundraisingAmt01900
IRS990/OtherExpensesGrp/FundraisingAmt11001
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21251
IRS990/OtherExpensesGrp/ProgramServicesAmt011670
IRS990/OtherExpensesGrp/ProgramServicesAmt115739
IRS990/OtherExpensesGrp/ProgramServicesAmt25225
IRS990/OtherExpensesGrp/ProgramServicesAmt32753
IRS990/OtherExpensesGrp/TotalAmt016672
IRS990/OtherExpensesGrp/TotalAmt115739
IRS990/OtherExpensesGrp/TotalAmt29500
IRS990/OtherExpensesGrp/TotalAmt35005
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013505
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016882
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt037139
IRS990/OtherSalariesAndWagesGrp/TotalAmt067526
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03247
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04059
IRS990/PayrollTaxesGrp/ProgramServicesAmt08929
IRS990/PayrollTaxesGrp/TotalAmt016235
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025485
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018285
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MITCH CANTOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0306306
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0306306
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt059744
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0269

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,666
Liabilities
$82,358
Net assets
$169,308
Revenue
$368,899
Expenses
$359,648
Net income
$9,251
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
2021Detailed filing. Detailed filing data is available for this year.$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
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