Civic Intelligence

Claimvets Corp

EIN 46-4411779 • 501(c)3 • Plantation, FL

Profile

Claimvets provides veterans with a pathway to enter the claims profession by providing access to adjuster and office skills training programs, adjuster licenses, career mentoring, job placement services and relocation assistance. Continuing educatioinal opportuities will also be provided.

4100 S Hospital Dr Rm/Ste 209Plantation, FL 33317

www.claimvets.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 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

95th percentile

164%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$208,861

Up $129,619 (+164%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$208,861

Up $129,619 (+164%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$275,537

Down $153,062 (-36%) from 2018

Expenses

Down

$145,918

Down $207,978 (-59%) from 2018

Net Income

Up

$129,619

Up $54,916 (+74%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2014: $94,990Liabilities 2014: $0Net Assets 2014: $94,9902014Assets 2015: $186,820Liabilities 2015: $0Net Assets 2015: $186,8202015Assets 2016: $48,569Liabilities 2016: $0Net Assets 2016: $48,5692016Assets 2017: $4,539Liabilities 2017: $0Net Assets 2017: $4,5392017Assets 2018: $79,242Liabilities 2018: $0Net Assets 2018: $79,2422018Assets 2019: $208,861Liabilities 2019: $0Net Assets 2019: $208,8612019

Highlighted filing

2019

Assets$208,861
Liabilities$0
Net Assets$208,861
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $248,059Expenses 2014: $153,069Net Income 2014: $94,9902014Revenue 2015: $248,350Expenses 2015: $156,520Net Income 2015: $91,8302015Revenue 2016: $248,723Expenses 2016: $386,974Net Income 2016: -$138,2512016Revenue 2017: $108,799Expenses 2017: $152,829Net Income 2017: -$44,0302017Revenue 2018: $428,599Expenses 2018: $353,896Net Income 2018: $74,7032018Revenue 2019: $275,537Expenses 2019: $145,918Net Income 2019: $129,6192019

Highlighted filing

2019

Revenue$275,537
Expenses$145,918
Net Income$129,619
Open 2019 Filing

Filings

Most recent year

2019 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$208,861
Liabilities
$0
Net assets
$208,861
Revenue
$275,537
Expenses
$145,918
Net income
$129,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$2.76$1.46$1.30
2018Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$4.29$3.54$0.75
2017Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$1.09$1.53$0.44
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$2.49$3.87$1.38
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$2.48$1.57$0.92
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.48$1.53$0.95
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 22, 2017
Return Version
2016v3.0
Gross Receipts
$248,723
Mission and Program Overview

Mission

To raise awareness, pool talents and networks and mobilize resources towards programs that elevate the livelihood, health and advancement of women and girls.

Claimvets provides veterans with a pathway to enter the claims profession by providing access to adjuster and office skills training programs, adjuster licenses, career mentoring, job placement services and relocation assistance. Continuing educatioinal opportuities will also be provided.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,820$47,982▼ $138,838
Prepaid Expenses and Deferred Charges-$587-
Total Assets$186,820$48,569▼ $138,251
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$186,820$48,569▼ $138,251
Total Net Assets Fund Balance$186,820$48,569▼ $138,251
Total Liabilities and Net Assets / Fund Balance$186,820$48,569▼ $138,251
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan Wisbey-smithExecutive DiPT$53,001$53,001

Board Members and Trustees

NameTitle
Adam PotterPresident
Bob RoarkeDirector
CHIP D'ANGELODirector
Chris CarucciDirector
Dan BermanDirector
Dan WinklerDirector
Emilee ScialpiDirector
Ferm FernandezDirector
Lucy Ann GaliotoDirector
Matt MorrisonDirector
Robert MccarthyDirector
Steve JohnsonDirector
Steve TruonoDirector
Tom ClarkDirector
John McgannSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$248,723
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$248,723
Change in Net Assets
$-138,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,973
Total Fundraising Expense$252,683
Salaries, Compensation, and Employee Benefits$53,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$336$252,683$253,019
Fees for Services Management-$70,340-$70,340
Current Officers, Directors, Trustees, and Key Employees-$53,001-$53,001
Advertising-$5,300-$5,300
Fees for Services Accounting-$3,055-$3,055
Travel-$1,822-$1,822
Office Expenses-$437-$437
Total Functional Expenses$0$134,291$252,683$386,974
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Adam potter, president, and accountant meet regularly to go over the income (contributions) and the expenses, to verify integrity and discuss the day to day operations as well as the financial direction of the company with regards to mission accomplishment.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Claimvets Corp
EIN
46-4411779
Address
4100 S HOSPITAL DR RM/STE 209, PLANTATION, FL 33317

Signing Officer

Name
Adam Potter
Title
President
Signed
2017-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Wisbey-smith
Formed
2014
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Amy Hass
Address
107 W 86TH ST STE 10G, NEW YORK, NY 10024
Preparer
Amy Hass Ea
Phone
9174885314
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Claimvets provides veterans with a pathway to enter the claims profession by providing access to adjuster and office skills training programs, adjuster licenses, career mentoring, job placement services and relocation assistance. Continuing educatioinal opportuities will also be provided.”

Form 990, Part IX, Line 11G

“Event expenses and services 0 0 252,683 dues & license 0 336 0 total 0 336 252,683”

Raw XML Appendix373 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 S HOSPITAL DR 209
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IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt053001
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-138251
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IRS990/CYTotalExpensesAmt0386974
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeductibleNonCashContriInd0false
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MCGANN
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IRS990/Form990PartVIISectionAGrp/PersonNm14BOB ROARKE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/MinutesOfCommitteesInd0true
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0248350
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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
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLAIMVETS PROVIDES VETERANS WITH A PATHWAY TO ENTER THE CLAIMS PROFESSION BY PROVIDING ACCESS TO ADJUSTER AND OFFICE SKILLS TRAINING PROGRAMS, ADJUSTER LICENSES, CAREER MENTORING, JOB PLACEMENT SERVICES AND RELOCATION ASSISTANCE. CONTINUING EDUCATIOINAL OPPORTUITIES WILL ALSO BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADAM POTTER, PRESIDENT, AND ACCOUNTANT MEET REGULARLY TO GO OVER THE INCOME (CONTRIBUTIONS) AND THE EXPENSES, TO VERIFY INTEGRITY AND DISCUSS THE DAY TO DAY OPERATIONS AS WELL AS THE FINANCIAL DIRECTION OF THE COMPANY WITH REGARDS TO MISSION ACCOMPLISHMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES AND SERVICES 0 0 252,683 DUES & LICENSE 0 336 0 TOTAL 0 336 252,683
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt048569
IRS990/TotalAssetsGrp/BOYAmt0186820
IRS990/TotalAssetsGrp/EOYAmt048569
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0248723
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0134291
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt048569
IRS990/TotalReportableCompFromOrgAmt053001
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248723
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0186820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt048569
IRS990/TravelGrp/ManagementAndGeneralAmt01822
IRS990/TravelGrp/TotalAmt01822
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0186820
IRS990/UnrestrictedNetAssetsGrp/EOYAmt048569
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01255 WARRINGTON ROAD
IRS990/USAddress/CityNm0DEERFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060015
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.CLAIMVETS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIMVETS CORP
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0464411779
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 S HOSPITAL DR RM/STE 209
ReturnHeader/Filer/USAddress/CityNm0PLANTATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033317
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0035226C2594F80847AA9CEA1DB15B8C3049583AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0035226C2594F80847AA9CEA1DB15B8C3049583AE
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY HASS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 W 86TH ST STE 10G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010024
ReturnHeader/PreparerPersonGrp/PhoneNum09174885314
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY HASS EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-24T00:39:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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