Civic Intelligence

Insurance Regulator Education Foundation

990EZ • Fiscal year 2014 • EIN 36-4188234

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 12, 2015

Organization ProfileN/A
217 East MonroeRoom/Suite 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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,966

Down $22,395 (-50%) from 2012

Net Assets

Down

$21,966

Down $22,395 (-50%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$33,330

Down $6,286 (-16%) from 2012

Expenses

Up

$48,862

Up $13,479 (+38%) from 2012

Net Income

Down

-$15,532

Down $19,765 (-467%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2014

Assets$21,966
Liabilities-
Net Assets$21,966
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

2014

Revenue$33,330
Expenses$48,862
Net Income-$15,532
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 12, 2015
Return Version
2014v5.0
Gross Receipts
$33,804
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.$47,946$48,537
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCHACHTPresident-$0--
MORTY MANNTreasurer-$0--
STEWART KEIRSecretary-$0--
WILLIAM SHEPPARDDirector-$0--
GEORGE PICCOLIDirector-$0--
ROBERT SOLITRODirector-$0--
NORRIS CLARKDirector-$0--
VINCENT LAURENZANODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Insurance Forum$33,802$33,802$474$33,328
Total Events$33,802$33,802$474$33,328
Filing and Contact Details

Filer

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

Signing Officer

Name
Kevin Martin
Title
Executive Director
Phone
2177891010
Signed
2015-06-12
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 10

“Katie school of insurance scholarship contrib. Illinois state university katie school of insurance 47,946 0 normal, il 61790 0”

Form 990-ez, Part I, Line 16

“Expenses fees 28 supplies 507 postage 12 telephone 44 total 591”

Raw XML Appendix172 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/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/BOYAmt037498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021966
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15532
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021966
IRS990EZ/FundraisingGrossIncomeAmt033802
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047946
IRS990EZ/GrossReceiptsAmt033804
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037498
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021966
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037498
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021966
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCHACHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MORTY MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEWART KEIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM SHEPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE PICCOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT SOLITRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NORRIS CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VINCENT LAURENZANO
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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt047946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048537
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0474
IRS990EZ/SpecialEventsNetIncomeLossAmt033328
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048862
IRS990EZ/TotalProgramServiceExpensesAmt048537
IRS990EZ/TotalRevenueAmt033330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0230477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt0230477
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045975
IRS990ScheduleA/Total509Grp/TotalAmt0230477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045986
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230504
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0474
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INSURANCE FORUM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033802
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033328
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0474
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KATIE SCHOOL OF INSURANCE SCHOLARSHIP CONTRIB. ILLINOIS STATE UNIVERSITY KATIE SCHOOL OF INSURANCE 47,946 0 NORMAL, IL 61790 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FEES 28 SUPPLIES 507 POSTAGE 12 TELEPHONE 44 TOTAL 591
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02177891010
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-12
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
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 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/PreparationDt02015-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02015-06-15T09:19:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,966
Liabilities
-
Net assets
$21,966
Revenue
$33,330
Expenses
$48,862
Net income
-$15,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.85$0.81$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$0.51$0.38$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$0.48$0.11$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$0.58$0.07$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.60$0.53$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.63$0.57$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.44$0.45$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.46$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.53$0.64$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.33$0.49$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.40$0.35$0.04