Civic Intelligence

Aamga Education Foundation

990 • Fiscal year 2015 • EIN 43-1583387

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

Organization ProfileWWW.AAMGA.ORG/EDUCATION/FOUNDATION
610 Freedom Business Center No 110King Of Prussia, PA 19406

(610) 992-0022

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.22x

Higher debt load relative to revenue than 54% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

29th percentile

-2.7%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

2.2%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,529,899

Down $197,959 (-5.3%) from 2014

Net Assets

Down

$3,402,177

Down $185,627 (-5.2%) from 2014

Liabilities

Down

$127,722

Down $12,332 (-8.8%) from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin29th percentile

Revenue

Up

$576,200

Up $12,561 (+2.2%) from 2014

Expenses

Up

$591,749

Up $114,879 (+24%) from 2014

Net Income

Down

-$15,549

Down $102,318 (-118%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,687,281Liabilities 2010: $24,847Net Assets 2010: $3,662,4342010Assets 2011: $3,596,837Liabilities 2011: $21,132Net Assets 2011: $3,575,7052011Assets 2012: $3,559,708Liabilities 2012: $25,596Net Assets 2012: $3,534,1122012Assets 2013: $3,586,075Liabilities 2013: $71,590Net Assets 2013: $3,514,4852013Assets 2014: $3,727,858Liabilities 2014: $140,054Net Assets 2014: $3,587,8042014Assets 2015: $3,529,899Liabilities 2015: $127,722Net Assets 2015: $3,402,1772015Assets 2016: $3,600,837Liabilities 2016: $71,533Net Assets 2016: $3,529,3042016Assets 2017: $4,053,505Liabilities 2017: $88,393Net Assets 2017: $3,965,1122017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2015

Assets$3,529,899
Liabilities$127,722
Net Assets$3,402,177
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $472,2722010Expenses 2011: $536,3592011Revenue 2012: $505,758Expenses 2012: $621,002Net Income 2012: -$115,2442012Expenses 2013: $543,5752013Revenue 2014: $563,639Expenses 2014: $476,870Net Income 2014: $86,7692014Revenue 2015: $576,200Expenses 2015: $591,749Net Income 2015: -$15,5492015Revenue 2016: $897,511Expenses 2016: $587,593Net Income 2016: $309,9182016Revenue 2017: $675,652Expenses 2017: $482,619Net Income 2017: $193,0332017Revenue 2018: $242,277Expenses 2018: $232,200Net Income 2018: $10,0772018

Highlighted filing

2015

Revenue$576,200
Expenses$591,749
Net Income-$15,549
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$6,536,870
Mission and Program Overview

Mission

The aamga university provides education to advance technical underwriting competencies and professional development, and to attract new talent, foster long-term relationships and, thereby perpetuate the specialty insurance marketplace.

See page 2, part iii, line 1, statement of program service accomplishments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,883,069$2,118,519▼ $764,550
Savings and Temporary Cash Investments$557,332$1,205,823▲ $648,491
Cash and Non-Interest-Bearing Accounts$151,919$122,027▼ $29,892
Accounts Receivable$15,366$56,207▲ $40,841
Pledges and Grants Receivable$23,000$16,000▼ $7,000
Prepaid Expenses and Deferred Charges$97,172$11,323▼ $85,849
Total Assets$3,727,858$3,529,899▼ $197,959
Liabilities
Deferred Revenue$134,955$82,000▼ $52,955
Accounts Payable and Accrued Expenses$5,099$45,722▲ $40,623
Total Liabilities$140,054$127,722▼ $12,332
Net Assets / Fund Balance
Unrestricted Net Assets$3,521,016$3,352,389▼ $168,627
Temporarily Rstr Net Assets$66,788$49,788▼ $17,000
Total Net Assets Fund Balance$3,587,804$3,402,177▼ $185,627
Total Liabilities and Net Assets / Fund Balance$3,727,858$3,529,899▼ $197,959

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2011$22,700$2,300▼ $25,000--
2010$22,700---$22,700
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Joseph HutelmyerChair
Bernd G Heinze Esq NonvotingExecutive Director
Chuck DeeringTrustee
Curtis AndersonTrustee
Edward CalabreseTrustee
Euclid BlackTrustee
Francis JohnsonTrustee
Francis MastowskiTrustee
Fred StevesTrustee
Gregory AllgeierTrustee
James RoeTrustee
James RyanTrustee
Leonard LovulloTrustee
Louis MastosTrustee
Matthew LetsonTrustee
Paul DavisTrustee
Peter ScobieTrustee
Preston Gough JrTrustee
Ray JohnstonTrustee
Rc Chaffin CiwTrustee
Robert GilesTrustee
Ronnie MooreTrustee
Scott AndersonTrustee
Thomas RoganTrustee
Tom AlbrechtTrustee
Victor GiordanoTrustee
Wayne ForestTrustee
Wesley Duesenberg JrTrustee
Mark RothertChancellor
Bobby Owens NonvotingSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Accolade Management INCManagement Services610 FREEDOM BUSINESS CENTER STE 11, King Of Prussia, PA 19406$200,000
Revenue and Support

Revenue Composition

Contributions and Grants
$167,260
Program Service Revenue
$270,038
Investment Income
$155,832
Other Revenue
$-16,930
All Other Contributions
$151,760
Change in Net Assets
$-15,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$574,390
Revenue Not Reported on Financial Statements
$1,810
Revenue Not Reported on Form 990
$-132,345
Total Revenue per Audited Statements
$442,045
Total Revenue per Form 990
$576,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$591,749
Total Fundraising Expense$20,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$160,000$20,000$20,000$200,000
Office Expenses$33,327$7,780-$41,107
Other Expenses$5,177$12,099-$17,276
Travel$9,609$3,773-$13,382
Fees for Services Other-$10,534-$10,534
Fees for Service Investment Mgmnt Fees-$1,810-$1,810
Total Functional Expenses$513,921$57,828$20,000$591,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$627,672
Total Expenses per Form 990$591,749
Expenses per Audited Statements$589,939
Expenses Not Reported on Form 990$37,733
Expenses Not Reported on Financial Statements$1,810
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,733
Fundraising Gross Income$20,803
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$36,303$20,803$25,699$-4,896
Total Events$36,303$20,803$37,733$-16,930
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-THE FOUNDATION'S EXEC DIR IS THE SOLE OWNER OF ACCOLADE MANAGEMENT, INC.Management FeeNo$200,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Delegation of management duties to management company the foundation outsources its administrative and management functions to an independent management service company, including the position of executive director (non-voting member of the board) of the organization. The total expense incurred amounted to $200,000 and is reported on form 990, page 10, part ix, line 11a.”

Form 990, Part VI, Section B, Line 11

“Governing body review of form 990 a pdf copy of the form 990, as filed, is provided to each board member prior to its filing.”

Form 990, Part VI, Section B, Line 12

“Monitoring and enforcement of the conflict of interest policy no formal conflict of interest policy is required as all of the contracting for services and related activities to the foundation is done by our third-party and independent contractor association management company and not by the foundation.”

Form 990, Part VI, Section C, Line 19

“Public availability of other documents copies of the foundation's governing documents, financial statements and form 990 are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Aamga Education Foundation
EIN
43-1583387
Phone
6109920022
Address
610 FREEDOM BUSINESS CENTER NO 110, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Bobby Owens
Title
Secretary/treasurer
Phone
6109920022
Signed
2016-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernd G Heinze Esq
Formed
1988
Legal Domicile
Pa
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
30

Preparer

Firm
Bbd Llp
Address
1835 MARKET STREET 26TH FLOOR, PHILADELPHIA, PA 19103
Preparer
Jennifer Solot
Phone
2155677770
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Uncertain tax positions under asc 740: gaap requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. Gaap prescribes a minimum recognition threshold that a tax position is required to meet in order to be recognized in the financial statements. The foundation believes that it had no uncertain tax positions as defined in gaap.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event direct expenses 37,733.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event direct expenses 37,733.”

Raw XML AppendixShowing 400 of 635 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR
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IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/FundraisingDirectExpensesAmt037733
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IRS990/GainOrLossGrp/SecuritiesAmt049524
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05972461
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE AAMGA UNIVERSITY PROVIDES EDUCATION TO ADVANCE TECHNICAL UNDERWRITING COMPETENCIES AND PROFESSIONAL DEVELOPMENT, AND TO ATTRACT NEW TALENT, FOSTER LONG-TERM RELATIONSHIPS AND, THEREBY PERPETUATE THE SPECIALTY INSURANCE MARKETPLACE.
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,529,899
Liabilities
$127,722
Net assets
$3,402,177
Revenue
$576,200
Expenses
$591,749
Net income
-$15,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$0.23$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.09$3.97$0.68$0.48$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.07$3.53$0.90$0.59$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.13$3.40$0.58$0.59$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.14$3.59$0.56$0.48$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.07$3.51$0.54
2012Summary only. Only limited summary data is available for this year.$3.56$0.03$3.53$0.51$0.62$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.02$3.58$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.02$3.66$0.47