Civic Intelligence

Life Insurance Sales Support Study Group Inc

990EZ • Fiscal year 2014 • EIN 35-1791644

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

111 Monument CircleIndianapolis, IN 46204

(317) 684-5187

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

55th percentile

4.6%

Higher net margin than 55% 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

83rd percentile

31%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

27th percentile

-9.6%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$10,349

Up $2,436 (+31%) from 2013

Net Assets

Up

$10,349

Up $2,436 (+31%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$52,835

Down $5,635 (-9.6%) from 2013

Expenses

Down

$50,399

Down $3,305 (-6.2%) from 2013

Net Income

Down

$2,436

Down $2,330 (-49%) 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: $18,104Net Assets 2010: $18,1042010Assets 2011: $1,047Net Assets 2011: $1,0472011Assets 2012: $3,147Net Assets 2012: $3,1472012Assets 2013: $7,913Net Assets 2013: $7,9132013Assets 2014: $10,349Net Assets 2014: $10,3492014Assets 2015: $10,831Net Assets 2015: $10,8312015Assets 2016: $13,184Net Assets 2016: $13,1842016Assets 2017: $29,157Net Assets 2017: $29,1572017Assets 2018: $34,198Net Assets 2018: $34,1982018Assets 2019: $37,060Net Assets 2019: $37,0602019Assets 2020: $77,980Net Assets 2020: $77,9802020Assets 2021: $76,553Net Assets 2021: $76,5532021Assets 2022: $36,286Net Assets 2022: $36,2862022Assets 2023: $26,640Net Assets 2023: $26,6402023Assets 2024: $7,782Net Assets 2024: $7,7822024

Highlighted filing

2014

Assets$10,349
Liabilities-
Net Assets$10,349

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $46,980Expenses 2010: $47,342Net Income 2010: -$3622010Revenue 2011: $46,100Expenses 2011: $63,157Net Income 2011: -$17,0572011Revenue 2012: $57,185Expenses 2012: $55,085Net Income 2012: $2,1002012Revenue 2013: $58,470Expenses 2013: $53,704Net Income 2013: $4,7662013Revenue 2014: $52,835Expenses 2014: $50,399Net Income 2014: $2,4362014Revenue 2015: $56,115Expenses 2015: $55,633Net Income 2015: $4822015Revenue 2016: $58,080Expenses 2016: $55,727Net Income 2016: $2,3532016Revenue 2017: $68,050Expenses 2017: $52,077Net Income 2017: $15,9732017Revenue 2018: $59,650Expenses 2018: $54,609Net Income 2018: $5,0412018Revenue 2019: $51,330Expenses 2019: $48,468Net Income 2019: $2,8622019Revenue 2020: $43,075Expenses 2020: $2,155Net Income 2020: $40,9202020Revenue 2021: $0Expenses 2021: $1,427Net Income 2021: -$1,4272021Revenue 2022: $11,550Expenses 2022: $51,817Net Income 2022: -$40,2672022Revenue 2023: $51,850Expenses 2023: $61,496Net Income 2023: -$9,6462023Revenue 2024: $59,225Expenses 2024: $78,083Net Income 2024: -$18,8582024

Highlighted filing

2014

Revenue$52,835
Expenses$50,399
Net Income$2,436
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Gross Receipts
$52,835
Mission and Program Overview

Mission

To facilitate exchange of information between member companies

Program Services

DescriptionGrantsExpenses
Bi-annual meetings of representatives from member companies in the life insurance industry were held to study issues and current trends in areas such as marketing, actuarial, sales and administration.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BERMANPresident-$0--
AUDREY BLAIR-GENTRYVice President-$0--
LAURA SHURSecretary-$0--
TIMOTHY COOKTreasurer-$0--
GARY L CHAPMANAsst. Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Life Insurance Sales Support Study Group Inc
EIN
35-1791644
Phone
3176845187
Address
111 Monument Circle, Indianapolis, IN 46204

Signing Officer

Name
Timothy M Cook
Title
Treasurer
Phone
3176845187
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Bose McKinney & Evans LLP
Address
111 Monument Circle Suite 2700, Indianapolis, IN 46204
Preparer
Dawn M Zolnierek CPA
Phone
3176845355
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

MEETING EXPENSES 21909.

Raw XML Appendix104 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/PersonNm0TIMOTHY M COOK TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02123142752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0One Moody Plaza 14th Floor
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Galveston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0775507999
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010349
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02436
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028490
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07913
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010349
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052835
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt052835
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07913
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010349
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07913
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010349
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/PersonNm0ANDREW BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUDREY BLAIR-GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA SHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIMOTHY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY L CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst. Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021909
IRS990EZ/PrimaryExemptPurposeTxt0To facilitate exchange of information between member companies
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bi-annual meetings of representatives from member companies in the life insurance industry were held to study issues and current trends in areas such as marketing, actuarial, sales and administration.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050399
IRS990EZ/TotalRevenueAmt052835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING EXPENSES 21909.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY M COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03176845187
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Life Insurance Sales Support Study Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0351791644
ReturnHeader/Filer/PhoneNum03176845187
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Monument Circle
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bose McKinney & Evans LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Monument Circle Suite 2700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176845355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M ZOLNIEREK CPA
ReturnHeader/ReturnTs02015-10-05T07:50:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.78$7.78$59.2$78.1$18.9
2023Detailed filing. Detailed filing data is available for this year.$26.6$26.6$51.9$61.5$9.65
2022Detailed filing. Detailed filing data is available for this year.$36.3$36.3$11.6$51.8$40.3
2021Detailed filing. Detailed filing data is available for this year.$76.6$76.6$0.00$1.43$1.43
2020Detailed filing. Detailed filing data is available for this year.$78.0$78.0$43.1$2.16$40.9
2019Detailed filing. Detailed filing data is available for this year.$37.1$37.1$51.3$48.5$2.86
2018Detailed filing. Detailed filing data is available for this year.$34.2$34.2$59.7$54.6$5.04
2017Detailed filing. Detailed filing data is available for this year.$29.2$29.2$68.1$52.1$16.0
2016Detailed filing. Detailed filing data is available for this year.$13.2$13.2$58.1$55.7$2.35
2015Detailed filing. Detailed filing data is available for this year.$10.8$10.8$56.1$55.6$0.48
2014Detailed filing. Detailed filing data is available for this year.$10.3$10.3$52.8$50.4$2.44
2013Detailed filing. Detailed filing data is available for this year.$7.91$7.91$58.5$53.7$4.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$3.15$57.2$55.1$2.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$1.05$46.1$63.2$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$18.1$47.0$47.3$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits