Civic Intelligence

Kentucky Insurance Workforce Development Foundation

EIN 30-0553110 • 501(c)3 • Louisville, KY

Profile

The purpose of the corporation is to operate exclusively for educational purposes. It is to improve insurance literacy and public understanding of the role of insurance in society and the economy. It is to support education in insurance and to encourage young people to pursue a career in related fields and occupations. It is to establish, promote and support financial aid to institutions which further business knowledge in connection with the insurance industry. It is to support individuals in completion of a course of study centering on topics of the insurance industry. It is to promote and assist education institutions which educate and train individuals for a career in insurance.

13265 Obannon Station WayLouisville, KY 40223

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,869

Up $9,056 (+16%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$66,869

Up $9,056 (+16%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$14,450

Up $2,054 (+17%) from 2016

Expenses

Up

$5,394

Up $3,096 (+135%) from 2016

Net Income

Down

$9,056

Down $1,042 (-10%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $25,633Liabilities 2011: $0Net Assets 2011: $25,6332011Assets 2012: $26,738Liabilities 2012: $0Net Assets 2012: $26,7382012Assets 2013: $42,814Liabilities 2013: $0Net Assets 2013: $42,8142013Assets 2014: $43,907Liabilities 2014: $0Net Assets 2014: $43,9072014Assets 2015: $47,715Liabilities 2015: $0Net Assets 2015: $47,7152015Assets 2016: $57,813Net Assets 2016: $57,8132016Assets 2017: $66,869Net Assets 2017: $66,8692017

Highlighted filing

2017

Assets$66,869
Liabilities-
Net Assets$66,869
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$20K$10K$0-$10KRevenue 2011: $8,210Expenses 2011: $15,887Net Income 2011: -$7,6772011Revenue 2012: $11,085Expenses 2012: $9,980Net Income 2012: $1,1052012Revenue 2013: $19,100Expenses 2013: $3,024Net Income 2013: $16,0762013Revenue 2014: $8,610Expenses 2014: $7,517Net Income 2014: $1,0932014Revenue 2015: $6,575Expenses 2015: $2,767Net Income 2015: $3,8082015Revenue 2016: $12,396Expenses 2016: $2,298Net Income 2016: $10,0982016Revenue 2017: $14,450Expenses 2017: $5,394Net Income 2017: $9,0562017

Highlighted filing

2017

Revenue$14,450
Expenses$5,394
Net Income$9,056
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$66,869
Liabilities
-
Net assets
$66,869
Revenue
$14,450
Expenses
$5,394
Net income
$9,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$66.9$66.9$14.5$5.39$9.06
2016Detailed filing. Detailed filing data is available for this year.$57.8$57.8$12.4$2.30$10.1
2015Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$6.58$2.77$3.81
2014Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$8.61$7.52$1.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.8$0.00$42.8$19.1$3.02$16.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$0.00$26.7$11.1$9.98$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.00$25.6$8.21$15.9$7.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 29, 2018
Return Version
2016v3.1
Gross Receipts
$14,450
Mission and Program Overview

Mission

The purpose of the corporation is to operate exclusively for educational purposes. It is to improve insurance literacy and public understanding of the role of insurance in society and the economy. It is to support education in insurance and to encourage young people to pursue a career in related fields and occupations. It is to establish, promote and support financial aid to institutions which further business knowledge in connection with the insurance industry. It is to support individuals in completion of a course of study centering on topics of the insurance industry. It is to promote and assist education institutions which educate and train individuals for a career in insurance.

Program Services

DescriptionGrantsExpenses
SUPPORTS AN INSURANCE CLASS AT JEFFERSON COMMUNITY AND TECHNICAL COLLEGE IN AUGUST 2010-$2,894
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE LOVEChair-$0--
DAVID HOUKSecretary-$0--
PEGGY PORTERTreasurer-$0--
CHIP ATKINSBoard Member-$0--
ROB WESSELBoard Member-$0--
KIMBERLEY WILSONBoard Member-$0--
MIKE JOHNSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Kentucky Insurance Workforce
EIN
30-0553110
Phone
5022455432
Address
13265 OBANNON STATION WAY, LOUISVILLE, KY 40223

Signing Officer

Name
Peggy Porter
Title
Treasurer
Phone
5022455432
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Cpas Pllc
Address
943 S 1ST STREET, LOUISVILLE, KY 40203
Preparer
Barbara Lasky
Phone
5025849793
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 267 program expense 1,664 ky filing fee 23 veteran/spouse licensing 440 total 2,394”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,150 1,200 total 1,150 1,200”

Form 990-ez, Part III

“The purpose of the corporation is to operate exclusively for educational purposes. It is to improve insurance literacy and public understanding of the role of insurance in society and the economy. It is to support education in insurance and to encourage young people to pursue a career in related fields and occupations. It is to establish, promote and support financial aid to institutions which further business knowledge in connection with the insurance industry. It is to support individuals in completion of a course of study centering on topics of the insurance industry. It is to promote and assist education institutions which educate and train individuals for a career in insurance.”

Raw XML Appendix142 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05022455432
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013265 OBANNON STATION WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056663
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09056
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057813
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066869
IRS990EZ/GrossReceiptsAmt014450
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066869
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID HOUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHIP ATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROB WESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLEY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01150
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01200
IRS990EZ/OtherExpensesTotalAmt02394
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE CORPORATION IS TO OPERATE EXCLUSIVELY FOR EDUCATIONAL PURPOSES. IT IS TO IMPROVE INSURANCE LITERACY AND PUBLIC UNDERSTANDING OF THE ROLE OF INSURANCE IN SOCIETY AND THE ECONOMY. IT IS TO SUPPORT EDUCATION IN INSURANCE AND TO ENCOURAGE YOUNG PEOPLE TO PURSUE A CAREER IN RELATED FIELDS AND OCCUPATIONS. IT IS TO ESTABLISH, PROMOTE AND SUPPORT FINANCIAL AID TO INSTITUTIONS WHICH FURTHER BUSINESS KNOWLEDGE IN CONNECTION WITH THE INSURANCE INDUSTRY. IT IS TO SUPPORT INDIVIDUALS IN COMPLETION OF A COURSE OF STUDY CENTERING ON TOPICS OF THE INSURANCE INDUSTRY. IT IS TO PROMOTE AND ASSIST EDUCATION INSTITUTIONS WHICH EDUCATE AND TRAIN INDIVIDUALS FOR A CAREER IN INSURANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTS AN INSURANCE CLASS AT JEFFERSON COMMUNITY AND TECHNICAL COLLEGE IN AUGUST 2010
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05394
IRS990EZ/TotalProgramServiceExpensesAmt02894
IRS990EZ/TotalRevenueAmt014450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt061131
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt061131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt061131
IRS990ScheduleA/TotalSupportAmt061131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 267 PROGRAM EXPENSE 1,664 KY FILING FEE 23 VETERAN/SPOUSE LICENSING 440 TOTAL 2,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,150 1,200 TOTAL 1,150 1,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE CORPORATION IS TO OPERATE EXCLUSIVELY FOR EDUCATIONAL PURPOSES. IT IS TO IMPROVE INSURANCE LITERACY AND PUBLIC UNDERSTANDING OF THE ROLE OF INSURANCE IN SOCIETY AND THE ECONOMY. IT IS TO SUPPORT EDUCATION IN INSURANCE AND TO ENCOURAGE YOUNG PEOPLE TO PURSUE A CAREER IN RELATED FIELDS AND OCCUPATIONS. IT IS TO ESTABLISH, PROMOTE AND SUPPORT FINANCIAL AID TO INSTITUTIONS WHICH FURTHER BUSINESS KNOWLEDGE IN CONNECTION WITH THE INSURANCE INDUSTRY. IT IS TO SUPPORT INDIVIDUALS IN COMPLETION OF A COURSE OF STUDY CENTERING ON TOPICS OF THE INSURANCE INDUSTRY. IT IS TO PROMOTE AND ASSIST EDUCATION INSTITUTIONS WHICH EDUCATE AND TRAIN INDIVIDUALS FOR A CAREER IN INSURANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05022455432
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENTUCKY INSURANCE WORKFORCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0300553110
ReturnHeader/Filer/PhoneNum05022455432
ReturnHeader/Filer/USAddress/AddressLine1Txt013265 OBANNON STATION WAY
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201416603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0943 S 1ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040203
ReturnHeader/PreparerPersonGrp/PhoneNum05025849793
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA LASKY
ReturnHeader/ReturnTs02018-01-29T16:15:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.