Civic Intelligence

Indiana Society of Enrolled Agents

990EZ • Fiscal year 2014 • EIN 35-1629425

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 25, 2014

2955 Erie Canal Road47802

(812) 876-2100

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

95th percentile

42%

Higher net margin than 95% 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

92nd percentile

66%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$22,968

Up $9,172 (+66%) from 2013

Net Assets

Up

$22,968

Up $9,172 (+66%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$21,947

Up $4,034 (+23%) from 2013

Expenses

Down

$12,775

Down $3,452 (-21%) from 2013

Net Income

Up

$9,172

Up $7,486 (+444%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $13,059Net Assets 2010: $13,0592010Assets 2011: $12,628Net Assets 2011: $12,6282011Assets 2013: $13,796Liabilities 2013: $0Net Assets 2013: $13,7962013Assets 2014: $22,968Liabilities 2014: $0Net Assets 2014: $22,9682014Assets 2015: $21,323Liabilities 2015: $0Net Assets 2015: $21,3232015Assets 2018: $27,922Liabilities 2018: $0Net Assets 2018: $27,9222018Assets 2019: $31,066Liabilities 2019: $0Net Assets 2019: $31,0662019Assets 2020: $40,267Liabilities 2020: $0Net Assets 2020: $40,2672020Assets 2021: $44,145Liabilities 2021: $0Net Assets 2021: $44,1452021Assets 2022: $48,697Liabilities 2022: $0Net Assets 2022: $48,6972022Assets 2023: $54,178Liabilities 2023: $0Net Assets 2023: $54,1782023Assets 2024: $60,625Liabilities 2024: $0Net Assets 2024: $60,6252024Assets 2025: $60,642Liabilities 2025: $0Net Assets 2025: $60,6422025

Highlighted filing

2014

Assets$22,968
Liabilities$0
Net Assets$22,968

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2010: $11,497Expenses 2010: $11,290Net Income 2010: $2072010Revenue 2011: $18,075Expenses 2011: $18,506Net Income 2011: -$4312011Revenue 2013: $17,913Expenses 2013: $16,227Net Income 2013: $1,6862013Revenue 2014: $21,947Expenses 2014: $12,775Net Income 2014: $9,1722014Revenue 2015: $30,952Expenses 2015: $32,597Net Income 2015: -$1,6452015Revenue 2018: $19,075Expenses 2018: $14,752Net Income 2018: $4,3232018Revenue 2019: $20,126Expenses 2019: $16,982Net Income 2019: $3,1442019Revenue 2020: $19,906Expenses 2020: $10,705Net Income 2020: $9,2012020Revenue 2021: $17,924Expenses 2021: $14,046Net Income 2021: $3,8782021Revenue 2022: $16,483Expenses 2022: $11,931Net Income 2022: $4,5522022Revenue 2023: $17,316Expenses 2023: $11,835Net Income 2023: $5,4812023Revenue 2024: $19,334Expenses 2024: $12,887Net Income 2024: $6,4472024Revenue 2025: $19,060Expenses 2025: $19,043Net Income 2025: $172025

Highlighted filing

2014

Revenue$21,947
Expenses$12,775
Net Income$9,172
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 25, 2014
Return Version
2013v3.1
Gross Receipts
$21,947
Mission and Program Overview

Mission

SEE STATEMENT 1

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PRODUCED AN ANNUAL CONFERENCE AND SEMINAR ATTENDED BY 66 ENROLLED AGENTS AS WELL AS LOCAL AREA CONTINUING EDUCATION CLASSES--
THE ORGANIZATION MAINTAINS A WEBSITE FOR MEMBERS AND THE GENERAL PUBLIC--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW STADLERPresidentPT$0--
JANET SIENICKIVice PresidentPT$0--
RICHARD COMINGORESecretaryPT$0--
LORI CARPENTERTreasurerPT$0--
Filing and Contact Details

Filer

EIN
35-1629425

Signing Officer

Name
Andrew Stadler
Title
President
Phone
8128762100
Signed
2014-08-25
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountwebsite sponsorship 3,000

Description of other expenses Part I line 16

Description amountconference speaker fees 2,200business registration fees 7bank service charges 20office expenses 117travel and meetings 7,904

Raw XML Appendix100 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08128762100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105227 W STATE ROAD 46
IRS990EZ/BooksInCareOfDetail/USAddress/City0BLOOMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode047404
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013796
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022968
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09172
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0861
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013796
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022968
IRS990EZ/GrossReceiptsAmt021947
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06548
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013796
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013796
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022968
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0ANDREW STADLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANET SIENICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD COMINGORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010248
IRS990EZ/OtherRevenueTotalAmt03000
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT 1
IRS990EZ/PrintingPublicationsPostageAmt01666
IRS990EZ/ProgramServiceRevenueAmt012399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PRODUCED AN ANNUAL CONFERENCE AND SEMINAR ATTENDED BY 66 ENROLLED AGENTS AS WELL AS LOCAL AREA CONTINUING EDUCATION CLASSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION MAINTAINS A WEBSITE FOR MEMBERS AND THE GENERAL PUBLIC
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012775
IRS990EZ/TotalRevenueAmt021947
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0INDIANAENROLLEDAGENTS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTWEBSITE SPONSORSHIP 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCONFERENCE SPEAKER FEES 2,200BUSINESS REGISTRATION FEES 7BANK SERVICE CHARGES 20OFFICE EXPENSES 117TRAVEL AND MEETINGS 7,904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW STADLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08128762100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10INDIANA SOCIETY OF ENROLLED AGENTS
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0351629425
ReturnHeader/Filer/USAddress/AddressLine102955 ERIE CANAL ROAD
ReturnHeader/Filer/USAddress/City0TERRE HAUTE
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode047802
ReturnHeader/ReturnTs02014-08-25T14:12:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$19.1$19.0$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$0.00$60.6$19.3$12.9$6.45
2023Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$17.3$11.8$5.48
2022Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$16.5$11.9$4.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$0.00$44.1$17.9$14.0$3.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$0.00$40.3$19.9$10.7$9.20
2019Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$20.1$17.0$3.14
2018Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$19.1$14.8$4.32
2015Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$31.0$32.6$1.65
2014Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$21.9$12.8$9.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.00$13.8$17.9$16.2$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$12.6$18.1$18.5$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$13.1$11.5$11.3$0.21