Civic Intelligence

The Naepc Education Foundation

990 • Fiscal year 2012 • EIN 20-3467295

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 25, 2013

Organization ProfileWWW.NAEPC.ORG/FOUNDATION.WEB
1120 Chester Ave No 47044114
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.24x

Higher debt load relative to assets than 82% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$45,519

Up $2,243 (+5.2%) from 2011

Net Assets

Up

$34,625

Up $93 (+0.3%) from 2011

Liabilities

Up

$10,894

Up $2,150 (+25%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$279,660

Up $24,135 (+9.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$200K$100K$0-$100KAssets 2010: $43,996Liabilities 2010: $128,783Net Assets 2010: -$84,7872010Assets 2011: $43,276Liabilities 2011: $8,744Net Assets 2011: $34,5322011Assets 2012: $45,519Liabilities 2012: $10,894Net Assets 2012: $34,6252012Assets 2013: $130,277Liabilities 2013: $103,710Net Assets 2013: $26,5672013Assets 2014: $87,669Liabilities 2014: $35,653Net Assets 2014: $52,0162014Assets 2015: $89,313Liabilities 2015: $16,998Net Assets 2015: $72,3152015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$45,519
Liabilities$10,894
Net Assets$34,625
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $314,7042010Revenue 2011: $374,844Expenses 2011: $255,525Net Income 2011: $119,3192011Expenses 2012: $279,6602012Revenue 2013: $343,576Expenses 2013: $351,634Net Income 2013: -$8,0582013Revenue 2014: $312,633Expenses 2014: $287,184Net Income 2014: $25,4492014Revenue 2015: $336,258Expenses 2015: $315,959Net Income 2015: $20,2992015Revenue 2016: $352,268Expenses 2016: $325,119Net Income 2016: $27,1492016

Highlighted filing

2012

Revenue-
Expenses$279,660
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 25, 2013
Return Version
2012v2.1
Gross Receipts
$279,753
Mission and Program Overview

Mission

Educate the public regarding the benefits of the multi-disciplinary team concept of estate planning as espoused by the national association of estate planners & councils; provide information to the public on estate planning and financial literacy to improve their understanding of the process; encourage and support the development of nationwide educational conferences, seminars, forums, and meetings with regard to estate and financial planning for estate planning councils, professionals, related disciplines, and the public.

Filing and Contact Details

Filer

EIN
20-3467295
Raw XML Appendix387 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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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S ADMINISTRATIVE AND ACCOUNTING FUNCTIONS ARE PERFORMED BY MJM SERVICES, A MANAGEMENT COMPANY CONTRACTED BY THE ORGANIZATION ON AN HOURLY BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation1A DRAFT COPY OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS VIA EMAIL FOR THEIR REVIEW AND COMMENTS PRIOR TO THE FILING OF THE RETURN WITH THE IRS. AFTER THE BOARD OF DIRECTORS REVIEW, THE RETURN IS SUBMITTED TO THE ORGANIZATION FOR FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PRESENTED TO EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY, AT WHICH TIME THE PERSON SIGNS A STATEMENT INDICATING THAT THEY RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. ANY KNOWN CONFLICTS ARE ACKNOWLEDGED AT THAT TIME. CONFLICTS THAT ARISE THROUGHOUT THE YEAR ARE DISCLOSED TO THE GOVERNING BOARD OR COMMITTEE FOR ACTION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S FORM 1023 AND IRS DETERMINATION LETTER ARE AVAILABLE FOR DOWNLOAD FROM THE FOUNDATION'S WEBSITE PAGE. FORMS 990 ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, THE AUDIT COMMITTEE CHARTER AND THE ORGANIZATION'S WHISTLEBLOWER POLICY ARE ALL AVAILABLE FOR PUBLIC DOWNLOAD AT THE FOUNDATION'S WEBSITE PAGE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS CAN BE REQUESTED FROM THE ORGANIZATION.
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IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0PROMOTE THE MULTI-DISCIPLINARY APPROACH TO ESTATE PLANNING BY SUPPORTING LOCAL ESTATE PLANNING COUNCILS AND THEIR MEMBERS AND BY ENCOURAGING THE FORMATION OF NEW COUNCILS.
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ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0510232399
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BELFINT LYONS & SHUMAN PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101011 CENTRE RD STE 310
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WILMINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019805
ReturnHeader/Preparer/Name0JORDON ROSEN CPA
ReturnHeader/Preparer/Phone03022250600
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-09T12:31:08-05:00

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$45,519
Liabilities
$10,894
Net assets
$34,625
Revenue
-
Expenses
$279,660
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.52$3.25$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.17$0.72$3.36$3.16$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.36$0.52$3.13$2.87$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.30$1.04$0.27$3.44$3.52$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.11$0.35$2.80
2011Summary only. Only limited summary data is available for this year.$0.43$0.09$0.35$3.75$2.56$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$1.29$0.85$3.15