Civic Intelligence

Insurance Regulator Education Foundation

990EZ • Fiscal year 2017 • EIN 36-4188234

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 11, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

38th percentile

-0.7%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.7%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$9,734

Down $316 (-3.1%) from 2016

Net Assets

Down

$9,734

Down $316 (-3.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,314

Down $1,713 (-3.7%) from 2016

Expenses

Down

$44,630

Down $2,689 (-5.7%) from 2016

Net Income

Up

-$316

Up $976 (+76%) from 2016

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

2017

Assets$9,734
Liabilities-
Net Assets$9,734

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

2017

Revenue$44,314
Expenses$44,630
Net Income-$316
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 11, 2018
Return Version
2017v2.3
Gross Receipts
$57,640
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.$43,225$44,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCHACHTPresident-$0--
KEVIN MARTINTreasurer-$0--
MARK GOODMANSecretary-$0--
MARK BOOZELLDirector-$0--
DEIRDRE MANNADirector-$0--
STEVE MORROWDirector-$0--
PHIL O'CONNORDirector-$0--
JOHN WASHBURNDirector-$0--
DAVID OCASEKDirector-$0--
NAT SHAPODirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$27,000$27,000$1,079$25,921
Total Events$27,000$27,000$13,326$13,674
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
2018-04-11
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

Class of activity: scholarship contrib. Name: katie school of insurance address: katie school of insurance normal, il 61790 cash contribution: 43,225

Form 990-ez, Part I, Line 16

Expenses fees 25 telephone 238 board mtg exp 325 syposium exp 467 total 1,055

Raw XML Appendix193 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02177891010
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09734
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-316
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt043225
IRS990EZ/GrossReceiptsAmt057640
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/PersonNm3MARK BOOZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEIRDRE MANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE MORROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHIL O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN WASHBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID OCASEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NAT SHAPO
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/OtherExpensesTotalAmt01055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013326
IRS990EZ/SpecialEventsNetIncomeLossAmt013674
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044630
IRS990EZ/TotalProgramServiceExpensesAmt044280
IRS990EZ/TotalRevenueAmt044314
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0152692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0266826
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051700
IRS990ScheduleA/Total509Grp/TotalAmt0266826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051705
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266887
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013326
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013674
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01079
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012247
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOLARSHIP CONTRIB. NAME: KATIE SCHOOL OF INSURANCE ADDRESS: KATIE SCHOOL OF INSURANCE NORMAL, IL 61790 CASH CONTRIBUTION: 43,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FEES 25 TELEPHONE 238 BOARD MTG EXP 325 SYPOSIUM EXP 467 TOTAL 1,055
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02177891010
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08C6EED002CBE0F55E93E409CDDF0DEF49142C472
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04FE35ECE730D4C3FAE0D57F2AC876CDE9ABEF677
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.249.212.105
ReturnHeader/FilingSecurityInformation/IPDt02018-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:44:53
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/PreparationDt02018-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02018-06-18T16:44:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings