Civic Intelligence

Securities & Insurance Licensing Association Foundation Inc

990EZ • Fiscal year 2018 • EIN 45-3249908

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

343 Prebster DrBrownsburg, IN 46112

(866) 247-1284

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

9.4%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$4,312

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$105,543

Up $8,715 (+9.0%) from 2017

Net Assets

Up

$97,728

Up $7,032 (+7.8%) from 2017

Liabilities

Up

$7,815

Up $1,683 (+27%) from 2017

Revenue

Down

$74,537

Down $27,226 (-27%) from 2017

Expenses

Down

$67,505

Down $25,681 (-28%) from 2017

Net Income

Down

$7,032

Down $1,545 (-18%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $87,984Liabilities 2012: $88Net Assets 2012: $87,8962012Assets 2013: $119,291Liabilities 2013: $3,029Net Assets 2013: $116,2622013Assets 2014: $104,288Liabilities 2014: $4,926Net Assets 2014: $99,3622014Assets 2015: $97,414Liabilities 2015: $7,502Net Assets 2015: $89,9122015Assets 2016: $88,672Liabilities 2016: $6,553Net Assets 2016: $82,1192016Assets 2017: $96,828Liabilities 2017: $6,132Net Assets 2017: $90,6962017Assets 2018: $105,543Liabilities 2018: $7,815Net Assets 2018: $97,7282018Assets 2019: $104,369Liabilities 2019: $3,135Net Assets 2019: $101,2342019Assets 2020: $125,423Liabilities 2020: $7,805Net Assets 2020: $117,6182020Assets 2021: $126,451Liabilities 2021: $5,510Net Assets 2021: $120,9412021Assets 2022: $129,365Liabilities 2022: $4,926Net Assets 2022: $124,4392022Assets 2023: $150,730Liabilities 2023: $4,588Net Assets 2023: $146,1422023Assets 2024: $155,963Liabilities 2024: $4,484Net Assets 2024: $151,4792024

Highlighted filing

2018

Assets$105,543
Liabilities$7,815
Net Assets$97,728

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $62,271Expenses 2012: $21,683Net Income 2012: $40,5882012Revenue 2013: $85,866Expenses 2013: $57,500Net Income 2013: $28,3662013Revenue 2014: $85,324Expenses 2014: $102,224Net Income 2014: -$16,9002014Revenue 2015: $93,936Expenses 2015: $103,386Net Income 2015: -$9,4502015Revenue 2016: $91,928Expenses 2016: $99,721Net Income 2016: -$7,7932016Revenue 2017: $101,763Expenses 2017: $93,186Net Income 2017: $8,5772017Revenue 2018: $74,537Expenses 2018: $67,505Net Income 2018: $7,0322018Revenue 2019: $98,869Expenses 2019: $95,363Net Income 2019: $3,5062019Revenue 2020: $73,385Expenses 2020: $57,001Net Income 2020: $16,3842020Revenue 2021: $63,314Expenses 2021: $59,991Net Income 2021: $3,3232021Revenue 2022: $71,305Expenses 2022: $67,807Net Income 2022: $3,4982022Revenue 2023: $93,351Expenses 2023: $71,648Net Income 2023: $21,7032023Revenue 2024: $80,574Expenses 2024: $75,237Net Income 2024: $5,3372024

Highlighted filing

2018

Revenue$74,537
Expenses$67,505
Net Income$7,032
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$74,537
Mission and Program Overview

Mission

The purpose of the sila foundation is to provide an educational forum for the public. Educational content will cover financial services, specifically securities and/or insurance, and its purpose will be to develop and/or improve individuals' capabilities regarding financial services. Activities may include educational materials, courses, public discussion groups, forums, panels, lectures, personal career development, mentoring, job training, job fairs, or other programs as determined by the sila foundation board of trustees. These activities may be presented in person or via the internet.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS FOR PERSONS ENROLLED IN POST-SECONDARY EDUCATION DEALING IN THE FINANCIAL SERVICES FIELD.$25,000$25,000
EDUCATION PROGRAMS$0$7,490
THE "FOOTPRINT" PROGRAM: SILA FOUNDATION WILL PROVIDE A GRANT TO AN ORGANIZATION LOCATED NEAR THE CITY WHERE SILA, INC.'S NATIONAL CONFERENCE IS BEING HELD.$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MATT RAYExecutive DirectorPT$4,312-$4,312
JOHN HUMPHRIES JRImmediate-Past President-$0--
DIANA CAPESVP, Sila Relations-$0--
SHERRI COLEMANPresident-$0--
GUILDA MOUSSAZADEHTreasurer-$0--
KINGSTON KOSERVP, Development-$0--
MATT BRAUNBECKPublic Relations-$0--
BARB GAVITTVP Education & Scholarship-$0--
CINDY DAVIDSONVP Compliance-$0--
FRED KARLINSKYRegulatory & Organizationa-$0--
NIKKI BROWNSecretary-$0--
LESLI LEAKEYScholarships & Grants-$0--
Filing and Contact Details

Filer

Filer Name
Securities & Insurance Licensing
EIN
45-3249908
Phone
8662471284
Address
343 PREBSTER DR, BROWNSBURG, IN 46112

Signing Officer

Name
Diana Capes
Title
VP, Sila Relations
Phone
8662471284
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Greenwalt Cpas Inc
Address
5342 WEST VERMONT STREET, INDIANAPOLIS, IN 46224
Preparer
Amanda Meko CPA
Phone
3172412999
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest earned. Amount: 290.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 6.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: various. Grantee relationship: none. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: indy reads. Grantee address: 40 e st clair st indianapolis, in 46204. Grantee relationship: none. Amount given: 1,000. Total included on form 990-ez, line 10: 26,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meeting registration. Amount: 2,070. Description: meals. Amount: 49. Description: travel & lodging. Amount: 1,429. Description: telephone. Amount: 137. Description: credit card expense. Amount: 269. Description: computer service expense. Amount: 355. Description: office supplies. Amount: 308. Description: miscellaneous. Amount: 31. Description: education programs. Amount: 7,490. Description: software/web. Amount: 20. Total to form 990-ez, line 16: 12,158.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 5,000.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 3,370. End of year amount: 5,213. Description: grant payable. Beg. Of year amount: 2,762. End of year amount: 2,602.

Raw XML Appendix237 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN HUMPHRIES JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA CAPES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRI COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GUILDA MOUSSAZADEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KINGSTON KOSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES MATT RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT BRAUNBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BARB GAVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CINDY DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FRED KARLINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NIKKI BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LESLI LEAKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE-PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP, SILA RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP, DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP EDUCATION & SCHOLARSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP COMPLIANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9REGULATORY & ORGANIZATIONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SCHOLARSHIPS & GRANTS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012158
IRS990EZ/OtherRevenueTotalAmt06
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE SILA FOUNDATION IS TO PROVIDE AN EDUCATIONAL FORUM FOR THE PUBLIC. EDUCATIONAL CONTENT WILL COVER FINANCIAL SERVICES, SPECIFICALLY SECURITIES AND/OR INSURANCE, AND ITS PURPOSE WILL BE TO DEVELOP AND/OR IMPROVE INDIVIDUALS' CAPABILITIES REGARDING FINANCIAL SERVICES. ACTIVITIES MAY INCLUDE EDUCATIONAL MATERIALS, COURSES, PUBLIC DISCUSSION GROUPS, FORUMS, PANELS, LECTURES, PERSONAL CAREER DEVELOPMENT, MENTORING, JOB TRAINING, JOB FAIRS, OR OTHER PROGRAMS AS DETERMINED BY THE SILA FOUNDATION BOARD OF TRUSTEES. THESE ACTIVITIES MAY BE PRESENTED IN PERSON OR VIA THE INTERNET.
IRS990EZ/PrintingPublicationsPostageAmt01881
IRS990EZ/ProgramServiceRevenueAmt022025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS FOR PERSONS ENROLLED IN POST-SECONDARY EDUCATION DEALING IN THE FINANCIAL SERVICES FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE "FOOTPRINT" PROGRAM: SILA FOUNDATION WILL PROVIDE A GRANT TO AN ORGANIZATION LOCATED NEAR THE CITY WHERE SILA, INC.'S NATIONAL CONFERENCE IS BEING HELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27490
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt074537
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IRS990EZ/WebsiteAddressTxt0WWW.SILAFOUNDATION.ORG
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310541
IRS990ScheduleA/TotalSupportAmt0311061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST EARNED. AMOUNT: 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: INDY READS. GRANTEE ADDRESS: 40 E ST CLAIR ST INDIANAPOLIS, IN 46204. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MEETING REGISTRATION. AMOUNT: 2,070. DESCRIPTION: MEALS. AMOUNT: 49. DESCRIPTION: TRAVEL & LODGING. AMOUNT: 1,429. DESCRIPTION: TELEPHONE. AMOUNT: 137. DESCRIPTION: CREDIT CARD EXPENSE. AMOUNT: 269. DESCRIPTION: COMPUTER SERVICE EXPENSE. AMOUNT: 355. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 308. DESCRIPTION: MISCELLANEOUS. AMOUNT: 31. DESCRIPTION: EDUCATION PROGRAMS. AMOUNT: 7,490. DESCRIPTION: SOFTWARE/WEB. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 12,158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,370. END OF YEAR AMOUNT: 5,213. DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 2,762. END OF YEAR AMOUNT: 2,602.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA CAPES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, SILA RELATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum08662471284
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0453249908
ReturnHeader/Filer/PhoneNum08662471284
ReturnHeader/Filer/USAddress/AddressLine1Txt0343 PREBSTER DR
ReturnHeader/Filer/USAddress/CityNm0BROWNSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA78E77A1FEF7F78680DE6D7179DCD59421E9168
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.79.53
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:39:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351489521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENWALT CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05342 WEST VERMONT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046224
ReturnHeader/PreparerPersonGrp/PhoneNum03172412999
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA MEKO CPA
ReturnHeader/ReturnTs02019-05-10T10:23:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.04$1.51$0.81$0.75$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.05$1.46$0.93$0.72$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.05$1.24$0.71$0.68$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.06$1.21$0.63$0.60$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.08$1.18$0.73$0.57$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$0.99$0.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.08$0.98$0.75$0.68$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.06$0.91$1.02$0.93$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.82$0.92$1.00$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.08$0.90$0.94$1.03$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.99$0.85$1.02$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.16$0.86$0.58$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.62$0.22$0.41