Civic Intelligence

Pacific Northwest Cpcu Society Chapter

990EZ • Fiscal year 2016 • EIN 46-5402519

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

Organization ProfileN/A
720 Providence RoadMalvern, PA 19355

(425) 533-7846

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

41%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,526

Up $19,184 (+39%) from 2015

Net Assets

Up

$68,526

Up $19,184 (+39%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$56,503

Up $16,513 (+41%) from 2015

Expenses

Up

$37,319

Up $4,045 (+12%) from 2015

Net Income

Up

$19,184

Up $12,468 (+186%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$68,526
Liabilities-
Net Assets$68,526
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$56,503
Expenses$37,319
Net Income$19,184
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Gross Receipts
$56,503
Mission and Program Overview

Mission

Is to provide specialized educational programs for the insurance industry

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
ALAN SEYBOLDPresident Elect-$0--
BONNIE JO TRICHEVice President-$0--
CHRIS BRUMFIELDSecretary-$0--
CATHERINE A HEINETreasurer-$0--
CHRISTOPHER T BROWNEDirector-$0--
PETER M MARCHELDirector-$0--
JENNIFER DRUMDirector-$0--
JENNIFER ARAGONTreasurer-$0--
LISA SMITHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Northwest Cpcu Society Chapter
EIN
46-5402519
Phone
4255337846
Address
720 PROVIDENCE ROAD, Malvern, PA 19355

Signing Officer

Name
Jennifer Aragon
Title
Treasurer
Phone
4255337846
Signed
2017-04-26

Preparer

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

Additional Explanations

Part 1 Line 10

“Scholarship to seattle academy foundation $1000”

Part 1 Line 16

“LISTED BELOW”

Public Relations

“$755”

Supplies

“$899”

Conference Meetings

“$32508”

Gifts

“$870”

Raw XML Appendix135 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/PersonNm0JENNIFER ARAGON
IRS990EZ/BooksInCareOfDetail/PhoneNum04255337846
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bellevue
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054882
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01297
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068526
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt056503
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038372
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/PersonNm0ALAN SEYBOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE JO TRICHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS BRUMFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE A HEINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER T BROWNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER M MARCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER DRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER ARAGON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013643
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013644
IRS990EZ/OtherExpensesTotalAmt035022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SPECIALIZED EDUCATIONAL PROGRAMS FOR THE INSURANCE INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt018131
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037319
IRS990EZ/TotalRevenueAmt056503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP TO SEATTLE ACADEMY FOUNDATION $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LISTED BELOW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$32508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$870
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PUBLIC RELATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CONFERENCE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5GIFTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ARAGON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04255337846
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC NORTHWEST CPCU SOCIETY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0465402519
ReturnHeader/Filer/PhoneNum04255337846
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PROVIDENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0Malvern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019355
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091025720171312024802
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.35.73.175
ReturnHeader/FilingSecurityInformation/IPDt02017-06-08
ReturnHeader/FilingSecurityInformation/IPTm018:30:03
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/PreparationDt02017-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Stackman
ReturnHeader/ReturnTs02017-06-08T23:07:15Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,526
Liabilities
-
Net assets
$68,526
Revenue
$56,503
Expenses
$37,319
Net income
$19,184
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