Civic Intelligence

Inland Empire Estate Planning Seminar Inc.

EIN 45-5499792 • 501(c)3 • Redlands, CA

Pub. 78 Eligible990-N Coverage

Profile

The organization is organized exclusively for charitable and educational purposes. The specific purpose of this corporation is to educate and facilitate communication and cooperativeness with professionals who work in the estate planning and wealth preservation fields.

PO Box 7795Redlands, CA 92375

n/A

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 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$32,595

Up $6,402 (+24%) from 2013

Liabilities

Down

$0

Down $1,099 (-100%) from 2013

Net Assets

Up

$32,595

Up $7,501 (+30%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Up

$31,074

Up $4,190 (+16%) from 2013

Expenses

Up

$23,573

Up $5,910 (+33%) from 2013

Net Income

Down

$7,501

Down $1,720 (-19%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$40K$30K$20K$10K$0Assets 2013: $26,193Liabilities 2013: $1,099Net Assets 2013: $25,0942013Assets 2014: $32,595Liabilities 2014: $0Net Assets 2014: $32,5952014

Highlighted filing

2014

Assets$32,595
Liabilities$0
Net Assets$32,595
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

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

$40K$30K$20K$10K$0Revenue 2013: $26,884Expenses 2013: $17,663Net Income 2013: $9,2212013Revenue 2014: $31,074Expenses 2014: $23,573Net Income 2014: $7,5012014

Highlighted filing

2014

Revenue$31,074
Expenses$23,573
Net Income$7,501
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,595
Liabilities
$0
Net assets
$32,595
Revenue
$31,074
Expenses
$23,573
Net income
$7,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$31.1$23.6$7.50
2013Detailed filing. Detailed filing data is available for this year.$26.2$1.10$25.1$26.9$17.7$9.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$31,074
Mission and Program Overview

Mission

The organization is organized exclusively for charitable and educational purposes. The specific purpose of this corporation is to educate and facilitate communication and cooperativeness with professionals who work in the estate planning and wealth preservation fields.

Program Services

DescriptionGrantsExpenses
The organization is organized exclusively for charitable and educational purposes. The specific purpose of this corporation is to educate and facilitate communication and cooperativeness with professionals who work in the estate planning and wealth preservation fields.$23,573-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNA AVERETTPresidentPT$0--
PHILIP M SAVAGE IVDirectorPT$0--
ROBERT BIRGENDirectorPT$0--
CHERI BRETTMANSecretaryPT$0--
TAMARA SIPOSTreasurerPT$0--
TOM CARRDirector-$0--
PETER BOCHNEWICHDirector-$0--
FRANK CAMPBELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Inland Empire Estate Planning Seminar
EIN
45-5499792
Address
PO BOX 7795, REDLANDS, CA 92375

Signing Officer

Name
Tamara Sipos
Title
Treasurer
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Gallina Llp
Address
3270 INLAND EMPIRE BLVD STE 300, ONTARIO, CA 91764-5580
Preparer
Tamara S Sipos
Phone
9099857286
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $100”

Other Expenses.1

“SEMINAR MEALS $10137”

Other Expenses.2

“EVENT MANAGEMENT $3800”

Other Expenses.4

“SPEAKER FEES $2397”

Other Expenses.5

“Equipment Rentals $908”

Other Expenses.6

“Continuing educ. Costs $817”

Other Expenses.7

“DATABASE MANAGEMENT $480”

Other Expenses.8

“BANK CHARGES $465”

Other Expenses.10

“OUTSIDE SERVICES $400”

Other Expenses.11

“Business registration fees $267”

Other Expenses.12

“CONFERTEL $180”

Other Expenses.13

“WEBSITE MAINTENANCE $162”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1099 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix169 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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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA SIPOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INLAND EMPIRE ESTATE PLANNING SEMINAR
ReturnHeader/Filer/BusinessNameControlTxt0INLA
ReturnHeader/Filer/EIN0455499792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7795
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GALLINA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03270 INLAND EMPIRE BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONTARIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917645580
ReturnHeader/PreparerPersonGrp/PhoneNum09099857286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamara S Sipos
ReturnHeader/ReturnTs02015-05-13T14:15:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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