Civic Intelligence

Society for Annuity Facts &

EIN 45-4340524 • 501(c)3 • Des Moines, IA

Profile

The society of annuity facts and education is founded expressly to educate the general public, financial advisors and employers regarding the appropriate use of annuity products in retirement planning.

5 Greenwood TerraceDes Moines, IA 50312

safeannuityeducation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-2563%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-14%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$15,552

Down $2,563 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$15,552

Down $2,563 (-14%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Up

$100

Up $100 from 2019

Expenses

Down

$2,663

Down $30,504 (-92%) from 2019

Net Income

Up

-$2,563

Up $30,604 (+92%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2018: $51,282Liabilities 2018: $0Net Assets 2018: $51,2822018Assets 2019: $18,115Liabilities 2019: $0Net Assets 2019: $18,1152019Assets 2020: $15,552Liabilities 2020: $0Net Assets 2020: $15,5522020

Highlighted filing

2020

Assets$15,552
Liabilities$0
Net Assets$15,552
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2018: $95,975Expenses 2018: $50,037Net Income 2018: $45,9382018Revenue 2019: $0Expenses 2019: $33,167Net Income 2019: -$33,1672019Revenue 2020: $100Expenses 2020: $2,663Net Income 2020: -$2,5632020

Highlighted filing

2020

Revenue$100
Expenses$2,663
Net Income-$2,563
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,552
Liabilities
$0
Net assets
$15,552
Revenue
$100
Expenses
$2,663
Net income
-$2,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.10$2.66$2.56
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.00$33.2$33.2
2018Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$96.0$50.0$45.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Gross Receipts
$100
Mission and Program Overview

Mission

The society of annuity facts and education is founded expressly to educate the general public, financial advisors and employers regarding the appropriate use of annuity products in retirement planning.

Program Services

DescriptionGrantsExpenses
PROVIDED INFORMATION ABOUT ANNUITIES ON WEBSITE, PROMOTED EDUCATIONAL INFORMATION ABOUT ANNUITIES ON SOCIAL MEDIA AND CORRECTED INCACCURATE MEDIA ABOUT ANNUITIES.$0$2,745
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL MOOREChief Research Officer-$0--
KEVIN HARTBoard Member-$0--
HARRY STOUTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Society for Annuity Facts &
EIN
45-4340524
Phone
5152668489
Address
5 GREENWOOD TERRACE, DES MOINES, IA 50312

Signing Officer

Name
Sheryl Moore
Title
Chief Research Officer
Phone
5152668489
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Martens & Company CPA Llp
Address
4949 PLEASANT ST STE 104, WEST DES MOINES, IA 50266-5494
Preparer
Richard D Atterbury
Phone
5152234841
Supplemental Narrative

Additional Explanations

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

“Description: web development. Amount: 32. Description: software. Amount: 642. Description: professional fees. Amount: 795. Description: insurance. Amount: 1,194. Total to form 990-ez, line 16: 2,663.”

Raw XML Appendix129 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/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY OF ANNUITY FACTS AND EDUCATION IS FOUNDED EXPRESSLY TO EDUCATE THE GENERAL PUBLIC, FINANCIAL ADVISORS AND EMPLOYERS REGARDING THE APPROPRIATE USE OF ANNUITY PRODUCTS IN RETIREMENT PLANNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED INFORMATION ABOUT ANNUITIES ON WEBSITE, PROMOTED EDUCATIONAL INFORMATION ABOUT ANNUITIES ON SOCIAL MEDIA AND CORRECTED INCACCURATE MEDIA ABOUT ANNUITIES.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEB DEVELOPMENT. AMOUNT: 32. DESCRIPTION: SOFTWARE. AMOUNT: 642. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 795. DESCRIPTION: INSURANCE. AMOUNT: 1,194. TOTAL TO FORM 990-EZ, LINE 16: 2,663.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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