Civic Intelligence

Securities & Insurance Licensing Association

990 • Fiscal year 2015 • EIN 26-2312607

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 29, 2016

Organization Profilewww.SILA.org
343 Prebster DrBrownsburg, IN 46112

(800) 428-8329

Siviq Scores

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

Liabilities / Assets

48th percentile

0.18x

Higher debt load relative to assets than 48% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.28x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

78th percentile

12%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

33rd percentile

$95,911

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

6.6%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,399,313

Up $161,506 (+13%) from 2014

Net Assets

Up

$1,153,080

Up $55,702 (+5.1%) from 2014

Liabilities

Up

$246,233

Up $105,804 (+75%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Up

$869,908

Up $53,860 (+6.6%) from 2014

Expenses

Up

$762,384

Up $21,808 (+2.9%) from 2014

Net Income

Up

$107,524

Up $32,052 (+42%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $691,483Liabilities 2010: $131,430Net Assets 2010: $560,0532010Assets 2011: $801,962Liabilities 2011: $120,270Net Assets 2011: $681,6922011Assets 2012: $964,458Liabilities 2012: $113,668Net Assets 2012: $850,7902012Assets 2013: $1,156,189Liabilities 2013: $134,283Net Assets 2013: $1,021,9062013Assets 2014: $1,237,807Liabilities 2014: $140,429Net Assets 2014: $1,097,3782014Assets 2015: $1,399,313Liabilities 2015: $246,233Net Assets 2015: $1,153,0802015Assets 2016: $1,453,138Liabilities 2016: $212,775Net Assets 2016: $1,240,3632016Assets 2017: $1,481,381Liabilities 2017: $182,696Net Assets 2017: $1,298,6852017Assets 2018: $1,536,179Liabilities 2018: $168,564Net Assets 2018: $1,367,6152018Assets 2019: $1,628,340Liabilities 2019: $211,907Net Assets 2019: $1,416,4332019Assets 2020: $1,701,243Liabilities 2020: $169,701Net Assets 2020: $1,531,5422020Assets 2021: $1,763,670Liabilities 2021: $197,217Net Assets 2021: $1,566,4532021Assets 2022: $1,844,452Liabilities 2022: $238,155Net Assets 2022: $1,606,2972022Assets 2023: $1,937,125Liabilities 2023: $295,486Net Assets 2023: $1,641,6392023Assets 2024: $1,993,694Liabilities 2024: $283,750Net Assets 2024: $1,709,9442024

Highlighted filing

2015

Assets$1,399,313
Liabilities$246,233
Net Assets$1,153,080
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $516,9092010Expenses 2011: $682,7922011Expenses 2012: $628,5482012Revenue 2013: $833,860Expenses 2013: $662,744Net Income 2013: $171,1162013Revenue 2014: $816,048Expenses 2014: $740,576Net Income 2014: $75,4722014Revenue 2015: $869,908Expenses 2015: $762,384Net Income 2015: $107,5242015Revenue 2016: $834,732Expenses 2016: $747,449Net Income 2016: $87,2832016Revenue 2017: $857,842Expenses 2017: $799,520Net Income 2017: $58,3222017Revenue 2018: $861,256Expenses 2018: $792,326Net Income 2018: $68,9302018Revenue 2019: $915,791Expenses 2019: $866,973Net Income 2019: $48,8182019Revenue 2020: $537,996Expenses 2020: $422,887Net Income 2020: $115,1092020Revenue 2021: $697,365Expenses 2021: $662,454Net Income 2021: $34,9112021Revenue 2022: $909,747Expenses 2022: $869,903Net Income 2022: $39,8442022Revenue 2023: $1,038,648Expenses 2023: $1,003,306Net Income 2023: $35,3422023Revenue 2024: $1,274,872Expenses 2024: $1,206,567Net Income 2024: $68,3052024

Highlighted filing

2015

Revenue$869,908
Expenses$762,384
Net Income$107,524
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 29, 2016
Return Version
2015v2.1
Gross Receipts
$869,908
Mission and Program Overview

Mission

The mission of the securities and insurance licensing association (sila) is to provide an educational forum through which all members of the insurance licensing and securities registration industries can exchange information, best practices and ideas to resolve issues common to the industry. Sila provides a venue for industry and regulators to come together to streamline and improve licensing and registration across the country.

To provide an educational forum through which all members of the insurance licensing and securities registration industries can exchange information, best practices and ideas to resolve issues common to the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,050,805$1,154,789▲ $103,984
Cash and Non-Interest-Bearing Accounts$154,679$216,030▲ $61,351
Accounts Receivable$29,309$22,925▼ $6,384
Prepaid Expenses and Deferred Charges$1,373$4,911▲ $3,538
Land, Buildings, and Equipment, Net$1,641$658▼ $983
Total Assets$1,237,807$1,399,313▲ $161,506
Liabilities
Deferred Revenue$136,532$201,400▲ $64,868
Grants Payable$0$27,322▲ $27,322
Accounts Payable and Accrued Expenses$3,897$17,511▲ $13,614
Total Liabilities$140,429$246,233▲ $105,804
Net Assets / Fund Balance
Unrestricted Net Assets$1,097,378$1,153,080▲ $55,702
Total Net Assets Fund Balance$1,097,378$1,153,080▲ $55,702
Total Liabilities and Net Assets / Fund Balance$1,237,807$1,399,313▲ $161,506

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$658$8,150$8,808
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana CapesExecutive Vice PresidentFT$94,593$1,318$95,911

Board Members and Trustees

NameTitle
Barbara GavittEducation Chair
Jeff LehmanNominations Chair
Tracy SloanSecurities Chair
Matt BraunbeckVendor Relations CHAIR
John J HumphriesImmediate Past President
DEIrdre PattenPresident
Sam MeyerPresident Elect
Margie WebberGovernance
Fred KarlinskyLegal Advisor
Tamara ThompsonMembership & Growth
Kathy HalversonMembership Services
Jimmy GunnRegulator Advisor
Mario DitrapaniRegulator Advisor
Robert CommodoreRegulator Advisor
Donna RobinsonSecretary
Laurie SadowskiSponsor/Fundraiser
Heather HendersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$253,200
Program Service Revenue
$575,842
Investment Income
$3,991
Other Revenue
$36,875
Change in Net Assets
$107,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$869,908
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$869,908
Total Revenue per Form 990
$869,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$546,685
Salaries, Compensation, and Employee Benefits$188,377
Grants and Similar Amounts Paid$27,322
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$446,108
Current Officers, Directors, Trustees, and Key Employees---$95,911
Comp Disqual Persons---$77,332
Grants to Domestic Orgs---$27,322
Fees for Services Other---$22,515
Travel---$19,900
Payroll Taxes---$13,777
Occupancy---$10,080
Office Expenses---$8,432
Fees for Services Accounting---$4,840
Other Expenses---$2,660
All Other Expenses---$1,435
Other Employee Benefits---$1,357
Depreciation Depletion---$983
Total Functional Expenses$0$0$0$762,384

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$762,384
Total Expenses per Audited Statements$762,384
Total Expenses per Form 990$762,384
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Securities & Insurance Licensing Association Foundation IncBrownsburg, IN501(c)(3)Sila Made Contributions to the Sila Foundation Inc. This 501(c)3 Organization Provides Similar Services to the General Public.$27,322
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Section A, line 6

“THE ORGANIZATION IS ORGANIZED AS A NOt-FOR-PROFIT CORPORATION THAT IS A MEMBERSHIP ASSOCIATION.”

Form 990, Part VI, Section B, line 11

“The Executive Director and Governance Chair of the SILA Board of Directors review Form 990 prior to submission. Any identified discrepancies are communicated to the Executive Director and officers for discussion and correction as needed.”

Form 990, Part VI, Section B, line 12C

“The Board members, including officers and members of committees with Board-delegated powers, annually sign a statement which affirms their reading and understanding of the conflict of interest policy, and by signature agree to comply with the policy.”

Form 990, Part VI, Section B, line 15

“The Securities & Insurance Licensing Association has designated a Personnel Committee that includes the President, President-elect and Immediate Past-President. This Committee's sole purpose is to evaluate the Executive Director's performance, administer salary and benefits on an annual basis within the approved salary and benefit budgets and recommend to the Board of Directors action to hire, fire and/or adjust the paid staff levels of the Corporation. According to the bylaws, the Officers and Directors shall serve without compensation for their Board positions.”

Form 990, Part VI, Section C, line 19

“The bylaws which includes the conflict of interest policy, the mission/vision statements and the 5-year strategic plan are available to members via the SILA website. Financial reviews are completed annually at the national education conference during the Business Meeting, and the information is then posted on the website with other conference presentations.”

Filing and Contact Details

Filer

Filer Name
Securities & Insurance
EIN
26-2312607
Phone
8004288329
Address
343 PREBSTER DR, BROWNSBURG, IN 46112

Signing Officer

Name
Diana Capes
Title
Executive Vice President
Phone
8004288329
Signed
2016-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Capes
Formed
2008
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
200

Preparer

Firm
GREENWALT cpas inc
Address
5342 WEST VERMONT STREET, INDIANAPOLIS, IN 46224
Preparer
Amanda Meko CPA
Phone
3172412999
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Securities Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6Regulator Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Regulator Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt8Membership & Growth
IRS990/Form990PartVIISectionAGrp/TitleTxt9Nominations Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vendor Relations CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11Membership Services
IRS990/Form990PartVIISectionAGrp/TitleTxt12Regulator Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt13Sponsor/Fundraiser
IRS990/Form990PartVIISectionAGrp/TitleTxt14EDUCATION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16LEGAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE VICE PRESIDENT
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IRS990/FormationYr02008
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IRS990/MissionDesc0The mission of the Securities and Insurance Licensing Association (SILA) is to provide an educational forum through which all members of the insurance licensing and securities registration industries can exchange information, best practices and ideas to resolve issues common to the industry. SILA provides a venue for industry and regulators to come together to streamline and improve licensing and registration across the country.
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IRS990/OtherExpensesGrp/Desc0Taxes
IRS990/OtherExpensesGrp/Desc1MERCHANT FEES
IRS990/OtherExpensesGrp/Desc2best practices handbook
IRS990/OtherExpensesGrp/Desc3EQUIPMENT
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IRS990/ProgramServiceRevenueGrp/Desc1NATIONAL EDUCATION CON
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IRS990/ProgSrvcAccomActy2Grp/Desc0Annual Education Conference: members experience professional development and networking opportunities.
IRS990/ProgSrvcAccomActy3Grp/Desc0Training and Designation Programs: provide educational courses and programs for members' educational growth and recognition.
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt027322
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SILA MADE CONTRIBUTIONS TO THE SILA FOUNDATION INC. THIS 501(C)3 ORGANIZATION PROVIDES SIMILAR SERVICES TO THE GENERAL PUBLIC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0453249908
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0343 PREBSTER DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROWNSBURG
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS ORGANIZED AS A NOt-FOR-PROFIT CORPORATION THAT IS A MEMBERSHIP ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director and Governance Chair of the SILA Board of Directors review Form 990 prior to submission. Any identified discrepancies are communicated to the Executive Director and officers for discussion and correction as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board members, including officers and members of committees with Board-delegated powers, annually sign a statement which affirms their reading and understanding of the conflict of interest policy, and by signature agree to comply with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Securities & Insurance Licensing Association has designated a Personnel Committee that includes the President, President-elect and Immediate Past-President. This Committee's sole purpose is to evaluate the Executive Director's performance, administer salary and benefits on an annual basis within the approved salary and benefit budgets and recommend to the Board of Directors action to hire, fire and/or adjust the paid staff levels of the Corporation. According to the bylaws, the Officers and Directors shall serve without compensation for their Board positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The bylaws which includes the conflict of interest policy, the mission/vision statements and the 5-year strategic plan are available to members via the SILA website. Financial reviews are completed annually at the national education conference during the Business Meeting, and the information is then posted on the website with other conference presentations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453249908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0The Fdn provides services similar to those of SILA to the general public.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0343 PREBSTER DR
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17713
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1sECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,399,313
Liabilities
$246,233
Net assets
$1,153,080
Revenue
$869,908
Expenses
$762,384
Net income
$107,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.28$1.71$1.27$1.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.30$1.64$1.04$1.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.24$1.61$0.91$0.87$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.20$1.57$0.70$0.66$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.17$1.53$0.54$0.42$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.21$1.42$0.92$0.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.17$1.37$0.86$0.79$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.18$1.30$0.86$0.80$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.21$1.24$0.83$0.75$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.25$1.15$0.87$0.76$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.14$1.10$0.82$0.74$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.13$1.02$0.83$0.66$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.11$0.85$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.12$0.68$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.13$0.56$0.52