Civic Intelligence

Pacific Claim Executives Association

990EZ • Fiscal year 2014 • EIN 26-4817528

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileN/A
4180 LA Jolla Village Dr No 300LA Jolla, CA 92037

(858) 455-1200

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-47%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-23%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-9.0%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$68,701

Down $20,373 (-23%) from 2013

Net Assets

Down

$68,701

Down $20,373 (-23%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin5th percentile

Revenue

Down

$43,185

Down $4,262 (-9.0%) from 2013

Expenses

Up

$63,558

Up $17,113 (+37%) from 2013

Net Income

Down

-$20,373

Down $21,375 (-2133%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$150K$100K$50K$0Assets 2010: $95,633Net Assets 2010: $95,6332010Assets 2011: $90,580Net Assets 2011: $90,5802011Assets 2012: $88,072Liabilities 2012: $0Net Assets 2012: $88,0722012Assets 2013: $89,074Liabilities 2013: $0Net Assets 2013: $89,0742013Assets 2014: $68,701Liabilities 2014: $0Net Assets 2014: $68,7012014Assets 2015: $66,200Liabilities 2015: $0Net Assets 2015: $66,2002015Assets 2016: $33,928Liabilities 2016: $0Net Assets 2016: $33,9282016Assets 2017: $56,771Liabilities 2017: $0Net Assets 2017: $56,7712017Assets 2018: $61,862Liabilities 2018: $0Net Assets 2018: $61,8622018Assets 2019: $52,671Liabilities 2019: $0Net Assets 2019: $52,6712019Assets 2020: $51,921Liabilities 2020: $0Net Assets 2020: $51,9212020Assets 2022: $17,905Liabilities 2022: $0Net Assets 2022: $17,9052022Assets 2024: $113,833Liabilities 2024: $0Net Assets 2024: $113,8332024

Highlighted filing

2014

Assets$68,701
Liabilities$0
Net Assets$68,701
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $53,390Expenses 2010: $44,652Net Income 2010: $8,7382010Revenue 2011: $45,358Expenses 2011: $50,411Net Income 2011: -$5,0532011Revenue 2012: $46,283Expenses 2012: $48,791Net Income 2012: -$2,5082012Revenue 2013: $47,447Expenses 2013: $46,445Net Income 2013: $1,0022013Revenue 2014: $43,185Expenses 2014: $63,558Net Income 2014: -$20,3732014Revenue 2015: $41,855Expenses 2015: $44,356Net Income 2015: -$2,5012015Revenue 2016: $49,356Expenses 2016: $81,628Net Income 2016: -$32,2722016Revenue 2017: $86,851Expenses 2017: $64,008Net Income 2017: $22,8432017Revenue 2018: $84,275Expenses 2018: $79,184Net Income 2018: $5,0912018Revenue 2019: $70,893Expenses 2019: $80,084Net Income 2019: -$9,1912019Revenue 2020: $6,461Expenses 2020: $7,211Net Income 2020: -$7502020Revenue 2022: $118,643Expenses 2022: $144,138Net Income 2022: -$25,4952022Revenue 2024: $239,335Expenses 2024: $152,076Net Income 2024: $87,2592024

Highlighted filing

2014

Revenue$43,185
Expenses$63,558
Net Income-$20,373
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$43,185
Mission and Program Overview

Mission

Educate and enable the members to review and discuss changes and potential problems in the insurance industry.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO STUDENTS PERSUING DEGREES FOCUSED ON RISK MANAGEMENT OR INSURANCE RELATED STUDIES.$6,000$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC GLASERPresident-$0--
CHUCK KATTERTreasurer-$0--
JANET MCDANIELImmediate Past President-$0--
DONALD BELLINGERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Claim Executives Association Co Llme
EIN
26-4817528
Phone
8584551200
Address
4180 LA JOLLA VILLAGE DR NO 300, LA JOLLA, CA 92037

Signing Officer

Name
Chuck Katter
Title
Treasurer
Phone
5035652722
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Raymond Gallagher
Phone
8584551200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 60.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: meeting registration fees. Amount: 27,625.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expenses. Amount: 51,866. Description: insurance. Amount: 1,172. Description: bank charges. Amount: 46. Description: website. Amount: 2,974. Description: state tax. Amount: 10. Total to form 990-ez, line 16: 56,068.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposit towards spring 2014 event. Beg. Of year amount: 5,000. End of year amount: 0. Description: deposit towards spring 2015 event. Beg. Of year amount: 0. End of year amount: 5,000.”

Raw XML Appendix118 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CHUCK KATTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05035652722
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 NE BAKER STREET PO BOX 808
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCMINNVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084074
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063701
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20373
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01490
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089074
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068701
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt043185
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt060
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089074
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068701
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089074
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068701
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARC GLASER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK KATTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET MCDANIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD BELLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056068
IRS990EZ/OtherRevenueTotalAmt027625
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE AND ENABLE THE MEMBERS TO REVIEW AND DISCUSS CHANGES AND POTENTIAL PROBLEMS IN THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO STUDENTS PERSUING DEGREES FOCUSED ON RISK MANAGEMENT OR INSURANCE RELATED STUDIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt063558
IRS990EZ/TotalRevenueAmt043185
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEETING REGISTRATION FEES. AMOUNT: 27,625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSES. AMOUNT: 51,866. DESCRIPTION: INSURANCE. AMOUNT: 1,172. DESCRIPTION: BANK CHARGES. AMOUNT: 46. DESCRIPTION: WEBSITE. AMOUNT: 2,974. DESCRIPTION: STATE TAX. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 56,068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEPOSIT TOWARDS SPRING 2014 EVENT. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 0. DESCRIPTION: DEPOSIT TOWARDS SPRING 2015 EVENT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK KATTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035652722
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC CLAIM EXECUTIVES ASSOCIATION CO LLME
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0264817528
ReturnHeader/Filer/PhoneNum08584551200
ReturnHeader/Filer/USAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR NO 300
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330690020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584551200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND GALLAGHER
ReturnHeader/ReturnTs02015-11-16T15:56:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,701
Liabilities
$0
Net assets
$68,701
Revenue
$43,185
Expenses
$63,558
Net income
-$20,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$2.39$1.52$0.87
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.19$1.44$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.71$0.80$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.84$0.79$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.87$0.64$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.49$0.82$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.42$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.43$0.64$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.47$0.46$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.46$0.49$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.45$0.50$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.53$0.45$0.09