Civic Intelligence

Insurance Regulator Education Foundation

990EZ • Fiscal year 2013 • EIN 36-4188234

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

217 East MonroeRoom/Suite 11062701

(217) 789-1010

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$37,498

Down $6,863 (-15%) from 2012

Net Assets

Down

$37,498

Down $6,863 (-15%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$51,031

Up $11,415 (+29%) from 2012

Expenses

Up

$57,894

Up $22,511 (+64%) from 2012

Net Income

Down

-$6,863

Down $11,096 (-262%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $44,361Net Assets 2012: $44,3612012Assets 2013: $37,498Net Assets 2013: $37,4982013Assets 2014: $21,966Net Assets 2014: $21,9662014Assets 2015: $11,342Net Assets 2015: $11,3422015Assets 2016: $10,050Net Assets 2016: $10,0502016Assets 2017: $9,734Net Assets 2017: $9,7342017Assets 2018: $15,995Net Assets 2018: $15,9952018Assets 2019: $22,980Net Assets 2019: $22,9802019Assets 2020: $74,402Net Assets 2020: $74,4022020Assets 2021: $111,174Net Assets 2021: $111,1742021Assets 2022: $123,617Net Assets 2022: $123,6172022Assets 2024: $118,304Net Assets 2024: $118,3042024

Highlighted filing

2013

Assets$37,498
Liabilities-
Net Assets$37,498

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $39,616Expenses 2012: $35,383Net Income 2012: $4,2332012Revenue 2013: $51,031Expenses 2013: $57,894Net Income 2013: -$6,8632013Revenue 2014: $33,330Expenses 2014: $48,862Net Income 2014: -$15,5322014Revenue 2015: $53,193Expenses 2015: $63,817Net Income 2015: -$10,6242015Revenue 2016: $46,027Expenses 2016: $47,319Net Income 2016: -$1,2922016Revenue 2017: $44,314Expenses 2017: $44,630Net Income 2017: -$3162017Revenue 2018: $63,017Expenses 2018: $56,756Net Income 2018: $6,2612018Revenue 2019: $60,456Expenses 2019: $53,471Net Income 2019: $6,9852019Revenue 2020: $58,474Expenses 2020: $7,052Net Income 2020: $51,4222020Revenue 2021: $48,260Expenses 2021: $11,488Net Income 2021: $36,7722021Revenue 2022: $50,575Expenses 2022: $38,132Net Income 2022: $12,4432022Revenue 2024: $84,548Expenses 2024: $80,611Net Income 2024: $3,9372024

Highlighted filing

2013

Revenue$51,031
Expenses$57,894
Net Income-$6,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$51,705
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.$57,297$57,594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCHACHTPresident-$0--
KEVIN MARTINTreasurer-$0--
PHILLIP O'CONNORDirector-$0--
MARK GOODMANSecretary-$0--
MARK BOOZELLDirector-$0--
ZACH STAMPVice Preside-$0--
DEIRDRE MANNADirector-$0--
JACK MESSMOREDirector-$0--
JOHN WASHBURNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$51,700$51,700$674$51,026
Total Events$51,700$51,700$674$51,026
Filing and Contact Details

Filer

EIN
36-4188234
Phone
2177891010

Signing Officer

Name
Kevin Martin
Title
Executive Director
Phone
2177891010
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Lori K Milosevich
Phone
2175288473
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Katie school of insurance scholarship contrib. Illinois state university katie school of insurance 57,297 0 normal, il 61790 0

Form 990-ez, Part I, Line 16

Expenses fees 55 postage 7 telephone 235 total 297

Raw XML Appendix184 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES SCHACHT
CompensationExplanation/CompensationExplanationGrp/PersonNm1KEVIN MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2PHILLIP OCONNOR
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARK GOODMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARK BOOZELL
CompensationExplanation/CompensationExplanationGrp/PersonNm5ZACH STAMP
CompensationExplanation/CompensationExplanationGrp/PersonNm6DEIRDRE MANNA
CompensationExplanation/CompensationExplanationGrp/PersonNm7JACK MESSMORE
CompensationExplanation/CompensationExplanationGrp/PersonNm8JOHN WASHBURN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02177891010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10217 E MONROE SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/City0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode062704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037498
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6863
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044361
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IRS990EZ/FundraisingGrossIncomeAmt051700
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057297
IRS990EZ/GrossReceiptsAmt051705
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044361
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044361
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037498
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/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCHACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILLIP O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK BOOZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ZACH STAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEIRDRE MANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JACK MESSMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOHN WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt057297
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057594
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0674
IRS990EZ/SpecialEventsNetIncomeLossAmt051026
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057894
IRS990EZ/TotalProgramServiceExpensesAmt057594
IRS990EZ/TotalRevenueAmt051031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0512
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0247175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0512
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0537
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.77950
IRS990ScheduleA/PublicSupportTotal509Amt0247175
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050500
IRS990ScheduleA/Total509Grp/TotalAmt0247175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051012
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247712
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051700
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0INSURANCE FORUM
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051026
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0674
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KATIE SCHOOL OF INSURANCE SCHOLARSHIP CONTRIB. ILLINOIS STATE UNIVERSITY KATIE SCHOOL OF INSURANCE 57,297 0 NORMAL, IL 61790 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FEES 55 POSTAGE 7 TELEPHONE 235 TOTAL 297
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02177891010
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10INSURANCE REGULATOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INSU
ReturnHeader/Filer/EIN0364188234
ReturnHeader/Filer/PhoneNum02177891010
ReturnHeader/Filer/USAddress/AddressLine10217 EAST MONROE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 110
ReturnHeader/Filer/USAddress/City0SPRINGFIELD
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ESTES BRIDGEWATER & OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10901 S SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02014-05-29T13:03:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings