Civic Intelligence

Life Insurance Sales Support Study Group Inc

990EZ • Fiscal year 2018 • EIN 35-1791644

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization ProfileN/A
111 Monument CircleIndianapolis, IN 46204

(215) 956-8203

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

65th percentile

8.5%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,198

Up $5,041 (+17%) from 2017

Net Assets

Up

$34,198

Up $5,041 (+17%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$59,650

Down $8,400 (-12%) from 2017

Expenses

Up

$54,609

Up $2,532 (+4.9%) from 2017

Net Income

Down

$5,041

Down $10,932 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2018

Assets$34,198
Liabilities-
Net Assets$34,198
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

2018

Revenue$59,650
Expenses$54,609
Net Income$5,041
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Gross Receipts
$59,650
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 insuranceindustry were held to study issues and current trends in areas such asmarketing, actuarial, sales and administration.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa SharpPresident-$0--
Tim CookVice President-$0--
Andrew ChampiTreasurer-$0--
Kimberly AndersonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Life Insurance Sales Support Study Group Inc
EIN
35-1791644
Phone
2159568203
Address
111 Monument Circle, Indianapolis, IN 46204

Signing Officer

Name
Andrew Champi
Title
Treasurer
Phone
2159568203
Signed
2019-04-22
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 49399.”

Raw XML Appendix117 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/PersonNm0Andrew Champi Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum02159568203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 Dresher Rd C2J
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Horsham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019040
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05041
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05210
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034198
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt059650
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt059650
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0Lisa Sharp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tim Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrew Champi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kimberly Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049399
IRS990EZ/PrimaryExemptPurposeTxt0To facilitate exchange of information between member companies
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bi-annual meetings of representatives from member companies in the life insuranceindustry were held to study issues and current trends in areas such asmarketing, actuarial, sales and administration.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054609
IRS990EZ/TotalRevenueAmt059650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meeting expenses 49399.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Champi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02159568203
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Life Insurance Sales Support Study Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0351791644
ReturnHeader/Filer/PhoneNum02159568203
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Monument Circle
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId040D437FEDE2743F1393E8C00337AFC81DD8959B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId040D437FEDE2743F1393E8C00337AFC81DD8959B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.136.78.110
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:22:21
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/ReturnTs02019-04-29T14:22:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,198
Liabilities
-
Net assets
$34,198
Revenue
$59,650
Expenses
$54,609
Net income
$5,041
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