Civic Intelligence

Insurance Regulator Education Foundation

990EZ • Fiscal year 2020 • EIN 36-4188234

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 06, 2021

217 East Monroe Rm/Ste 110Springfield, IL 62701

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

224%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.3%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$74,402

Up $51,422 (+224%) from 2019

Net Assets

Up

$74,402

Up $51,422 (+224%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$58,474

Down $1,982 (-3.3%) from 2019

Expenses

Down

$7,052

Down $46,419 (-87%) from 2019

Net Income

Up

$51,422

Up $44,437 (+636%) from 2019

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 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

2020

Assets$74,402
Liabilities-
Net Assets$74,402

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 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

2020

Revenue$58,474
Expenses$7,052
Net Income$51,422
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 6, 2021
Return Version
2020v4.0
Gross Receipts
$63,646
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.-$10,302
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCHACHTPresident-$0--
KEVIN MARTINTreasurer-$0--
MARK GOODMANSecretary-$0--
LYNNE HEPLERDirector-$0--
STEVE KINIONDirector-$0--
JENNIFER HAMMERDirector-$0--
JOHN WASHBURNDirector-$0--
DAVID OCASEKDirector-$0--
NAT SHAPODirector-$0--
JANICE POTTERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$47,300$47,300$4,172$43,128
Total Events$47,300$47,300$5,172$42,128
Filing and Contact Details

Filer

Filer Name
Insurance Regulator Education
EIN
36-4188234
Phone
2177891010
Address
217 EAST MONROE RM/STE 110, SPRINGFIELD, IL 62701

Signing Officer

Name
Kevin Martin
Title
Treasurer
Phone
2177891010
Signed
2021-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S SECOND ST, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Insurance forum regulator courses 2,750 expenses telephone reimbursement 149 fees 28 total 2,927

Raw XML Appendix197 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/PersonNm2MARK GOODMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3LYNNE HEPLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4STEVE KINION
CompensationExplanation/CompensationExplanationGrp/PersonNm5JENNIFER HAMMER
CompensationExplanation/CompensationExplanationGrp/PersonNm6JOHN WASHBURN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAVID OCASEK
CompensationExplanation/CompensationExplanationGrp/PersonNm8NAT SHAPO
CompensationExplanation/CompensationExplanationGrp/PersonNm9JANICE POTTER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02177891010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0217 E MONROE SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022980
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051422
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022980
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCHACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE HEPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE KINION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOHN WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID OCASEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NAT SHAPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANICE POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt010300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010302
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05172
IRS990EZ/SpecialEventsNetIncomeLossAmt042128
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07052
IRS990EZ/TotalProgramServiceExpensesAmt010302
IRS990EZ/TotalRevenueAmt058474
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0186200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0348
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0138750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0750
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt0324950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057900
IRS990ScheduleA/Total509Grp/TotalAmt0324950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325700
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05172
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04172
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04172
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE FORUM REGULATOR COURSES 2,750 EXPENSES TELEPHONE REIMBURSEMENT 149 FEES 28 TOTAL 2,927
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02177891010
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSURANCE REGULATOR EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INSU
ReturnHeader/Filer/EIN0364188234
ReturnHeader/Filer/PhoneNum02177891010
ReturnHeader/Filer/USAddress/AddressLine1Txt0217 EAST MONROE RM/STE 110
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370265152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTES BRIDGEWATER & OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 S SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02021-10-08T09:27:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits