Civic Intelligence

Pacific Northwest Cpcu Society Chapter

990EZ • Fiscal year 2015 • EIN 46-5402519

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization ProfileN/A
720 Providence RoadMalvern, PA 19355

(425) 417-9354

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

80th percentile

17%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-5.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,342

Up $6,716 (+16%) from 2014

Net Assets

$49,342

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$39,990

Down $2,316 (-5.5%) from 2014

Expenses

Down

$33,274

Down $4,683 (-12%) from 2014

Net Income

Up

$6,716

Up $2,367 (+54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$80K$60K$40K$20K$0Assets 2014: $42,626Liabilities 2014: $02014Assets 2015: $49,342Net Assets 2015: $49,3422015Assets 2016: $68,526Net Assets 2016: $68,5262016Assets 2017: $77,301Net Assets 2017: $77,4092017Assets 2018: $69,593Net Assets 2018: $71,0592018Assets 2019: $54,307Net Assets 2019: $54,3072019Assets 2020: $57,489Net Assets 2020: $57,4892020Assets 2021: $65,545Net Assets 2021: $65,5452021

Highlighted filing

2015

Assets$49,342
Liabilities-
Net Assets$49,342
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $42,306Expenses 2014: $37,957Net Income 2014: $4,3492014Revenue 2015: $39,990Expenses 2015: $33,274Net Income 2015: $6,7162015Revenue 2016: $56,503Expenses 2016: $37,319Net Income 2016: $19,1842016Revenue 2017: $46,544Expenses 2017: $37,661Net Income 2017: $8,8832017Revenue 2018: $45,610Expenses 2018: $51,852Net Income 2018: -$6,2422018Revenue 2019: $35,615Expenses 2019: $50,901Net Income 2019: -$15,2862019Revenue 2020: $20,283Expenses 2020: $15,927Net Income 2020: $4,3562020Revenue 2021: $18,302Expenses 2021: $10,246Net Income 2021: $8,0562021

Highlighted filing

2015

Revenue$39,990
Expenses$33,274
Net Income$6,716
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Gross Receipts
$39,990
Mission and Program Overview

Mission

Is to provide specialized educational programs for the insurance industry

Program Services

DescriptionGrantsExpenses
None$1,000-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENORA C PADILLAPresident-$0--
ALAM SEYBOLDPresident Elect-$0--
BONNIE JO TRICHEVice President-$0--
CHRIS BRUMFIELDSecretary-$0--
CATHERINE A HEINETreasurer-$0--
VICTORIA L WEBBPast President-$0--
CHRISTOPHER T BROWNEDirector-$0--
PETER M MARCHELDirector-$0--
JENNIFER DRUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Northwest Cpcu Society Chapter
EIN
46-5402519
In Care Of
% JENNIFER POLACHEK
Phone
4254179354
Address
720 PROVIDENCE ROAD, Malvern, PA 19355

Signing Officer

Name
Cathy Heine
Title
Treasurer
Phone
4254179354
Signed
2016-04-28

Preparer

Firm
Hrb Tax Group Inc
Address
16025 NE 85TH, REDMOND, WA 98052
Preparer
Rajachitra Senthivel
Phone
4255583541
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“LISTED BELOW”

Fees

“2478”

Public Relations

“1587”

Supplies

“210”

Conferance Meetings

“26084”

Part 1 Line 10

“Scholarship to seattle academy foundation $1000”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHY HEINE
IRS990EZ/BooksInCareOfDetail/PhoneNum04254179354
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bellevue
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035699
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06716
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01915
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049342
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt039990
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020815
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049342
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049342
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LENORA C PADILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAM SEYBOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE JO TRICHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS BRUMFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CATHERINE A HEINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICTORIA L WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER T BROWNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETER M MARCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNIFER DRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013643
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013643
IRS990EZ/OtherExpensesTotalAmt030359
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IS TO PROVIDE SPECIALIZED EDUCATIONAL PROGRAMS FOR THE INSURANCE INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt019175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033274
IRS990EZ/TotalRevenueAmt039990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LISTED BELOW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt426084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP TO SEATTLE ACADEMY FOUNDATION $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PUBLIC RELATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CONFERANCE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY HEINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04254179354
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC NORTHWEST CPCU SOCIETY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0465402519
ReturnHeader/Filer/InCareOfNm0% JENNIFER POLACHEK
ReturnHeader/Filer/PhoneNum04254179354
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PROVIDENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0Malvern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016025 NE 85TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098052
ReturnHeader/PreparerPersonGrp/PhoneNum04255583541
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rajachitra Senthivel
ReturnHeader/ReturnTs02016-04-28T20:45:57Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$49,342
Liabilities
-
Net assets
$49,342
Revenue
$39,990
Expenses
$33,274
Net income
$6,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$65.5$65.5$18.3$10.2$8.06
2020Detailed filing. Detailed filing data is available for this year.$57.5$57.5$20.3$15.9$4.36
2019Detailed filing. Detailed filing data is available for this year.$54.3$54.3$35.6$50.9$15.3
2018Detailed filing. Detailed filing data is available for this year.$69.6$71.1$45.6$51.9$6.24
2017Detailed filing. Detailed filing data is available for this year.$77.3$77.4$46.5$37.7$8.88
2016Detailed filing. Detailed filing data is available for this year.$68.5$68.5$56.5$37.3$19.2
2015Detailed filing. Detailed filing data is available for this year.$49.3$49.3$40.0$33.3$6.72
2014Summary only. Only limited summary data is available for this year.$42.6$0.00$42.3$38.0$4.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits