Civic Intelligence

Pacific Claim Executives Association

990EZ • Fiscal year 2017 • EIN 26-4817528

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 30, 2018

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

26%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

76%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$56,771

Up $22,843 (+67%) from 2016

Net Assets

Up

$56,771

Up $22,843 (+67%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin89th percentile

Revenue

Up

$86,851

Up $37,495 (+76%) from 2016

Expenses

Down

$64,008

Down $17,620 (-22%) from 2016

Net Income

Up

$22,843

Up $55,115 (+171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2017

Assets$56,771
Liabilities$0
Net Assets$56,771
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$86,851
Expenses$64,008
Net Income$22,843
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 30, 2018
Return Version
2017v2.2
Gross Receipts
$86,851
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.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER SCHIFRINPresident-$0--
KELLY WEBBTreasurer-$0--
CLAUDIA RODRIGUEZImmediate Past President-$0--
PATTY MOORESecretary-$0--
HARVEY LIGHTSTONEVice President-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Peter Schifrin
Title
President
Phone
8187214713
Signed
2018-03-30
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
Jennifer a Glaser
Phone
8584551200
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 16.”

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

“Description: advertising. Amount: 309. Description: board expense. Amount: 109. Description: dues & subscriptions. Amount: 417. Description: meeting expenses. Amount: 57,285. Description: promotional items. Amount: 501. Description: state taxes. Amount: 10. Description: transaction fees. Amount: 3,697. Description: website. Amount: 1,190. Total to form 990-ez, line 16: 63,518.”

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

“Description: deposit towards future events. Beg. Of year amount: 5,886. End of year amount: 2,422.”

Raw XML Appendix128 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/PersonNm0PETER SCHIFRIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08187214713
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09171 GAZETTE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHATSWORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0913115918
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028042
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054349
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt022843
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0490
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033928
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056771
IRS990EZ/GrossReceiptsAmt086851
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt086835
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033928
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056771
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033928
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER SCHIFRIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDIA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HARVEY LIGHTSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05886
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02422
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063518
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt064008
IRS990EZ/TotalRevenueAmt086851
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 309. DESCRIPTION: BOARD EXPENSE. AMOUNT: 109. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 417. DESCRIPTION: MEETING EXPENSES. AMOUNT: 57,285. DESCRIPTION: PROMOTIONAL ITEMS. AMOUNT: 501. DESCRIPTION: STATE TAXES. AMOUNT: 10. DESCRIPTION: TRANSACTION FEES. AMOUNT: 3,697. DESCRIPTION: WEBSITE. AMOUNT: 1,190. TOTAL TO FORM 990-EZ, LINE 16: 63,518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSIT TOWARDS FUTURE EVENTS. BEG. OF YEAR AMOUNT: 5,886. END OF YEAR AMOUNT: 2,422.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SCHIFRIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187214713
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC CLAIM EXECUTIVES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O 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/FilingSecurityInformation/AtSubmissionCreationDeviceId04D216DBDE43CEB2D1566C45DA2F77EBB27D27543
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CFD80EB4E1E316B272423E746AA006C3548E544
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.43.33.117
ReturnHeader/FilingSecurityInformation/IPDt02018-03-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:13:18
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/PreparerPersonNm0JENNIFER A GLASER
ReturnHeader/ReturnTs02018-05-14T14:34:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,771
Liabilities
$0
Net assets
$56,771
Revenue
$86,851
Expenses
$64,008
Net income
$22,843
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
2017Detailed filing. Detailed filing data is available for this year.$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