Civic Intelligence

The Ss Huebner Foundation for Insurance Education

990 • Fiscal year 2020 • EIN 23-6297325

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 20, 2021

PO Box 4036Atlanta, GA 30302

(404) 413-7462

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.07x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.8%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

45%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,378,201

Up $87,257 (+6.8%) from 2019

Net Assets

Up

$1,370,701

Up $87,257 (+6.8%) from 2019

Liabilities

Flat

$7,500

Flat from 2019

Revenue

Up

$101,912

Up $31,630 (+45%) from 2019

Expenses

Down

$92,711

Down $6,027 (-6.1%) from 2019

Net Income

Up

$9,201

Up $37,657 (+132%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,243,718Liabilities 2010: $9,988Net Assets 2010: $1,233,7302010Assets 2011: $1,220,448Liabilities 2011: $13,846Net Assets 2011: $1,206,6022011Assets 2012: $1,181,876Liabilities 2012: $9,300Net Assets 2012: $1,172,5762012Assets 2013: $1,125,931Liabilities 2013: $13,450Net Assets 2013: $1,112,4812013Assets 2014: $1,009,972Liabilities 2014: $13,200Net Assets 2014: $996,7722014Assets 2016: $1,101,614Liabilities 2016: $21,250Net Assets 2016: $1,080,3642016Assets 2018: $1,244,572Liabilities 2018: $8,000Net Assets 2018: $1,236,5722018Assets 2019: $1,290,944Liabilities 2019: $7,500Net Assets 2019: $1,283,4442019Assets 2020: $1,378,201Liabilities 2020: $7,500Net Assets 2020: $1,370,7012020Assets 2021: $1,705,515Liabilities 2021: $6,000Net Assets 2021: $1,699,5152021Assets 2022: $1,497,295Liabilities 2022: $6,000Net Assets 2022: $1,491,2952022Assets 2023: $1,633,064Liabilities 2023: $6,000Net Assets 2023: $1,627,0642023Assets 2024: $1,838,110Liabilities 2024: $6,000Net Assets 2024: $1,832,1102024Assets 2025: $1,910,570Liabilities 2025: $6,000Net Assets 2025: $1,904,5702025

Highlighted filing

2020

Assets$1,378,201
Liabilities$7,500
Net Assets$1,370,701

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $227,809Expenses 2010: $243,619Net Income 2010: -$15,8102010Expenses 2011: $235,3362011Expenses 2012: $109,1212012Expenses 2013: $145,7892013Revenue 2014: $37,687Expenses 2014: $172,271Net Income 2014: -$134,5842014Revenue 2016: $127,824Expenses 2016: $65,935Net Income 2016: $61,8892016Revenue 2018: $117,457Expenses 2018: $89,270Net Income 2018: $28,1872018Revenue 2019: $70,282Expenses 2019: $98,738Net Income 2019: -$28,4562019Revenue 2020: $101,912Expenses 2020: $92,711Net Income 2020: $9,2012020Revenue 2021: $116,283Expenses 2021: $90,556Net Income 2021: $25,7272021Revenue 2022: $105,647Expenses 2022: $77,742Net Income 2022: $27,9052022Revenue 2023: $87,450Expenses 2023: $73,270Net Income 2023: $14,1802023Revenue 2024: $103,341Expenses 2024: $76,624Net Income 2024: $26,7172024Revenue 2025: $162,289Expenses 2025: $89,829Net Income 2025: $72,4602025

Highlighted filing

2020

Revenue$101,912
Expenses$92,711
Net Income$9,201
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 20, 2021
Return Version
2019v5.0
Gross Receipts
$101,912
Mission and Program Overview

Mission

Collegiate risk management and insurance educators. The foundation does this by supporting the doctoral program in risk and insurance and georgia state university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,260,086$1,354,151▲ $94,065
Cash and Non-Interest-Bearing Accounts$30,858$24,050▼ $6,808
Total Assets$1,290,944$1,378,201▲ $87,257
Liabilities
Accounts Payable and Accrued Expenses$7,500$7,500→ $0
Total Liabilities$7,500$7,500→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,283,444$1,370,701▲ $87,257
Total Net Assets Fund Balance$1,283,444$1,370,701▲ $87,257
Total Liabilities and Net Assets / Fund Balance$1,290,944$1,378,201▲ $87,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,260,086-▲ $104,430-$1,354,151
2018$1,152,976-▲ $102,703-$1,260,086
2017$1,120,011-▲ $92,965-$1,152,976
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donna KinnardTrustee
James MooreTrustee
Jeff KatzTrustee
Michelle MoloneyTrustee
Ralph ArnoldTrustee
Richard PhillipsTrustee
Stan TalbiTrustee
Tom HardyTrustee
William RabelTrustee
C Robert HenriksonTrustee Chai
John ThielmanExec Directo
Revenue and Support

Revenue Composition

Contributions and Grants
$75,538
Program Service Revenue
$0
Investment Income
$26,374
Other Revenue
$0
All Other Contributions
$75,538
Change in Net Assets
$9,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$101,912
Revenue Not Reported on Form 990
$78,056
Total Revenue per Audited Statements
$179,968
Total Revenue per Form 990
$101,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,762
Salaries, Compensation, and Employee Benefits$34,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,928$7,642-$30,570
Fees for Services Accounting-$9,028-$9,028
Payroll Taxes$3,284$1,095-$4,379
Advertising-$3,750-$3,750
Other Expenses$1,925$340-$2,265
Insurance-$1,749-$1,749
Total Functional Expenses$69,107$23,604$0$92,711

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$92,711
Total Expenses per Audited Statements$92,711
Total Expenses per Form 990$92,711
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 for the foundation is prepared by its independent public accountant who then forwards the return to the foundations executive director, who reviews and authorizes for filing. Additionally, a copy of the form 990 is provided to the borad prior to filing.

Form 990, Page 6, Part VI, Line 19

The foundation makes it governing documents, form 990 and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Ss Huebner Foundation for
EIN
23-6297325
Phone
4044137462
Address
PO BOX 4036, ATLANTA, GA 30302

Signing Officer

Name
John Thielman
Title
Exec Director
Phone
4044137462
Signed
2021-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Thielman
Formed
1956
Legal Domicile
Ga
Voting Board Members
10
Independent Board Members
10
Employees
2

Preparer

Firm
Geeslin Group LLC
Address
200 WESTPARK DR STE 240, PEACHTREE CITY, GA 30269-3506
Preparer
Dale K Geeslin CPA
Phone
7704870001
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is exempt from income taxes under internal revenue code section 501(c)(3). Accordingly, no provision for income taxes is required. The organization believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements or any tax years still open to taxing authorities.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0COMBINED 5 YEAR DIVIDEND INCOME 116,196
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0362605
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt027375
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023897
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt020726
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt017824
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0116196
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75730
IRS990ScheduleA/PublicSupportPY509Pct00.74220
IRS990ScheduleA/PublicSupportTotal509Amt0362605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042907
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110000
IRS990ScheduleA/Total509Grp/TotalAmt0362605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101912
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0117457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061326
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01152976
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt078056
IRS990ScheduleD/RevenueNotReportedAmt078056
IRS990ScheduleD/RevenueSubtotalAmt0101912
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR ANY TAX YEARS STILL OPEN TO TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt0101912
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0179968
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt092711
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 FOR THE FOUNDATION IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE RETURN TO THE FOUNDATIONS EXECUTIVE DIRECTOR, WHO REVIEWS AND AUTHORIZES FOR FILING. ADDITIONALLY, A COPY OF THE FORM 990 IS PROVIDED TO THE BORAD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MAKES IT GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt07500
IRS990/TotalLiabilitiesGrp/BOYAmt07500
IRS990/TotalLiabilitiesGrp/EOYAmt07500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01283444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01370701
IRS990/TotalProgramServiceExpensesAmt069107
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101912
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01290944
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378201
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4036
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030302
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.HUEBNERFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN THIELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04044137462
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SS HUEBNER FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0SSHU
ReturnHeader/Filer/EIN0236297325
ReturnHeader/Filer/PhoneNum04044137462
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4036
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273022585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEESLIN GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 WESTPARK DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0302693506
ReturnHeader/PreparerPersonGrp/PhoneNum07704870001
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE K GEESLIN CPA
ReturnHeader/ReturnTs02021-05-19T07:13:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.01$1.90$0.16$0.09$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.01$1.83$0.10$0.08$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.01$1.63$0.09$0.07$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.01$1.49$0.11$0.08$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.01$1.70$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.28$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.24$0.12$0.09$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.02$1.08$0.13$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.04$0.17$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.11$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.01$1.21$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.01$1.23$0.23$0.24$0.02