Civic Intelligence

Midwest Marketing Education Foundation

EIN 36-3348970 • 501(c)3 • Libertyville, IL

Profile

To promote education in direct marketing & business

1512 Artaius ParkwayLibertyville, IL 60048

www.cadmef.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

85th percentile

$9,600

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

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

Asset Growth

21st percentile

-45%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$3,702

Down $3,012 (-45%) from 2015

Liabilities

Down

$1,150

Down $100 (-8.0%) from 2015

Net Assets

Down

$2,552

Down $2,912 (-53%) from 2015

Operations
Liabilities / Revenue77th percentileNet Margin30th percentile

Revenue

Down

$28,887

Down $6,101 (-17%) from 2015

Expenses

Down

$31,799

Down $8,186 (-20%) from 2015

Net Income

Up

-$2,912

Up $2,085 (+42%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$40K$30K$20K$10K$0Assets 2013: $30,737Liabilities 2013: $1,000Net Assets 2013: $29,7372013Assets 2015: $6,714Liabilities 2015: $1,250Net Assets 2015: $5,4642015Assets 2016: $3,702Liabilities 2016: $1,150Net Assets 2016: $2,5522016

Highlighted filing

2016

Assets$3,702
Liabilities$1,150
Net Assets$2,552
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2013: $25,560Expenses 2013: $52,618Net Income 2013: -$27,0582013Revenue 2015: $34,988Expenses 2015: $39,985Net Income 2015: -$4,9972015Revenue 2016: $28,887Expenses 2016: $31,799Net Income 2016: -$2,9122016

Highlighted filing

2016

Revenue$28,887
Expenses$31,799
Net Income-$2,912
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,702
Liabilities
$1,150
Net assets
$2,552
Revenue
$28,887
Expenses
$31,799
Net income
-$2,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.70$1.15$2.55$28.9$31.8$2.91
2015Detailed filing. Detailed filing data is available for this year.$6.71$1.25$5.46$35.0$40.0$5.00
2013Detailed filing. Detailed filing data is available for this year.$30.7$1.00$29.7$25.6$52.6$27.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$28,887
Mission and Program Overview

Mission

To promote education in direct marketing & business

Program Services

DescriptionGrantsExpenses
Case Writer's Workshop - At this annual event, companies seeking to inspire case-writing authors and the prior year's winning case writers presented their cases and discussed their case writing experience to encourage participation$13,208$2,250
IMC Academic Roundtable - Full day program of seminars and panels on leading direct marketing issues for midwest professionals$6,584-
Okner Direct Marketing Collegiate Symposium - Broad based on-campus introductory seminar on direct marketing$4,633-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen StevensonExecutive DirectorPT$9,600-$9,600
Michelle BlechmanTrustee-$0--
Kelly AbelesVice President-$0--
Dan RoglinTrustee-$0--
Mackenzie BestoldTreasurer-$0--
Stacy NeierTrustee-$0--
Rich HagleTrustee-$0--
Richard HrenTrustee-$0--
Susan K JonesTrustee-$0--
J Steven KellyPresidentPT$0--
Carolyn KmetTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Midwest Marketing Education Foundation
EIN
36-3348970
Address
1512 Artaius Parkway, Libertyville, IL 60048

Signing Officer

Name
Mackenzie Bestold
Title
Treasurer
Signed
2017-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Dam Snell & Taveirne Ltd
Address
1512 Artaius Pky Suite 100, Libertyville, IL 60048
Preparer
Barbara A Harpold
Phone
8473674448
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Food and beverage $5471”

Other Expenses.2

“Speaker gifts $220”

Other Expenses.3

“Licenses and permits $25”

Other Expenses.4

“Bank fees $8”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1250 Accounts Payable and Accrued Expenses - Ending $1150”

Raw XML Appendix187 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.

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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mackenzie Bestold
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
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ReturnHeader/Filer/EIN0363348970
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Libertyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060048
ReturnHeader/PreparerPersonGrp/PhoneNum08473674448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara A Harpold
ReturnHeader/ReturnTs02017-10-11T12:59:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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