Civic Intelligence

National Insurance Marketing Executives

EIN 27-1530216 • 501(c)4 • Rancho Santa Fe, CA

Profile

To facilitate networking and education for professionals in the insurance industry

PO Box 5005Rancho Santa Fe, CA 92067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-96%

Faster asset growth than 10% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$323

Down $7,718 (-96%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$323

Down $7,718 (-96%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Down

$14,407

Down $17,568 (-55%) from 2017

Expenses

Down

$20,125

Down $8,077 (-29%) from 2017

Net Income

Down

-$5,718

Down $9,491 (-252%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2013: $8,330Net Assets 2013: $8,3302013Assets 2015: $7,842Net Assets 2015: $7,8422015Assets 2017: $8,041Liabilities 2017: $0Net Assets 2017: $8,0412017Assets 2018: $323Liabilities 2018: $0Net Assets 2018: $3232018

Highlighted filing

2018

Assets$323
Liabilities$0
Net Assets$323
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2013: $23,378Expenses 2013: $34,478Net Income 2013: -$11,1002013Revenue 2015: $14,465Expenses 2015: $15,218Net Income 2015: -$7532015Revenue 2017: $31,975Expenses 2017: $28,202Net Income 2017: $3,7732017Revenue 2018: $14,407Expenses 2018: $20,125Net Income 2018: -$5,7182018

Highlighted filing

2018

Revenue$14,407
Expenses$20,125
Net Income-$5,718
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$323
Liabilities
$0
Net assets
$323
Revenue
$14,407
Expenses
$20,125
Net income
-$5,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$14.4$20.1$5.72
2017Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$32.0$28.2$3.77
2015Detailed filing. Detailed filing data is available for this year.$7.84$7.84$14.5$15.2$0.75
2013Detailed filing. Detailed filing data is available for this year.$8.33$8.33$23.4$34.5$11.1
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 14, 2018
Return Version
2017v2.2
Gross Receipts
$31,975
Mission and Program Overview

Mission

To facilitate networking and education for professionals in the insurance industry

Facilitate newtworking of Industry Prof

Program Services

DescriptionGrantsExpenses
Organization successfully held conferences allowing members to network and obtain education on current trends in the industry-$17,107
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynette OwensTreasurerPT$0--
Doug MurphyVice President-$0--
Becky CummingsPresident-$0--
Lisa SeymourSecretary-$0--
Neil HiggerPast President-$0--
Filing and Contact Details

Filer

Filer Name
National Insurance Marketing Executives
EIN
27-1530216
Address
PO Box 5005, Rancho Santa Fe, CA 92067

Signing Officer

Name
Lynette Owens
Title
Treasurer
Phone
6195403636
Signed
2018-02-14
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Services
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Gregory Hood
Phone
7604384590
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTaxes 10Fees 330”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt017107
IRS990EZ/BooksInCareOfDetail/PersonNm0Lynette Owens
IRS990EZ/BooksInCareOfDetail/PhoneNum06195403636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 5005
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017910
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03773
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010755
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04268
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08041
IRS990EZ/GrossReceiptsAmt031975
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04268
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04268
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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/PersonNm0Lynette Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Doug Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Becky Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Seymour
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Neil Higger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0340
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate newtworking of Industry Prof
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization successfully held conferences allowing members to network and obtain education on current trends in the industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017107
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028202
IRS990EZ/TotalProgramServiceExpensesAmt017107
IRS990EZ/TotalRevenueAmt031975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTaxes 10Fees 330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynette Owens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06195403636
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Insurance Marketing Executives
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0271530216
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 5005
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03018052018046wjl2gh3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTm020:27:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043839469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604384590
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Hood
ReturnHeader/ReturnTs02018-02-15T20:25:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits