Civic Intelligence

Insurance Regulator Education Foundation

990EZ • Fiscal year 2021 • EIN 36-4188234

Jan 01, 2021 to Dec 31, 2021 • Filed on May 27, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

49%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$111,174

Up $36,772 (+49%) from 2020

Net Assets

Up

$111,174

Up $36,772 (+49%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,260

Down $10,214 (-17%) from 2020

Expenses

Up

$11,488

Up $4,436 (+63%) from 2020

Net Income

Down

$36,772

Down $14,650 (-28%) from 2020

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

2021

Assets$111,174
Liabilities-
Net Assets$111,174

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

2021

Revenue$48,260
Expenses$11,488
Net Income$36,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 27, 2022
Return Version
2021v4.0
Gross Receipts
$58,668
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.-$11,488
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$16,661$16,661$10,408$6,253
Total Events$16,661$16,661$10,408$6,253
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
2022-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S 2ND ST STE 300, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses fees 18 total 18

Raw XML Appendix191 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/BOYAmt074402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111174
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt042000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036772
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074402
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111174
IRS990EZ/FundraisingGrossIncomeAmt016661
IRS990EZ/GrossReceiptsAmt058668
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111174
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/OtherExpensesTotalAmt018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CONTINUING EDUCATION ASSISTANCE FOR INDIVIDUALS WITH THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011488
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010408
IRS990EZ/SpecialEventsNetIncomeLossAmt06253
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011488
IRS990EZ/TotalProgramServiceExpensesAmt011488
IRS990EZ/TotalRevenueAmt048260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0348
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0135111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0745
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0325711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057600
IRS990ScheduleA/Total509Grp/TotalAmt0325711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326456
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010408
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016661
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06253
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FEES 18 TOTAL 18
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/SignatureDt02022-05-27
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 2ND ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02022-06-06T11:03:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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