Civic Intelligence

General Agents and Managers Conference

990 • Fiscal year 2013 • EIN 52-1727202

Sep 01, 2012 to Aug 31, 2013

Washington, DC
Siviq Scores

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

Liabilities / Assets

41st percentile

0.06x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.28x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$4,411,087

Up $499,160 (+13%) from 2012

Net Assets

Up

$4,126,686

Up $229,962 (+5.9%) from 2012

Liabilities

Up

$284,401

Up $269,198 (+1771%) from 2012

Revenue

$1,013,153

No earlier filing loaded for comparison.

Expenses

Down

$755,420

Down $66,990 (-8.1%) from 2012

Net Income

$257,733

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,035,495Liabilities 2011: $12,860Net Assets 2011: $4,022,6352011Assets 2012: $3,911,927Liabilities 2012: $15,203Net Assets 2012: $3,896,7242012Assets 2013: $4,411,087Liabilities 2013: $284,401Net Assets 2013: $4,126,6862013Assets 2014: $4,483,216Liabilities 2014: $286,040Net Assets 2014: $4,197,1762014Assets 2015: $4,460,578Liabilities 2015: $297,487Net Assets 2015: $4,163,0912015Assets 2016: $4,315,693Liabilities 2016: $293,036Net Assets 2016: $4,022,6572016Assets 2017: $4,522,847Liabilities 2017: $391,535Net Assets 2017: $4,131,3122017Assets 2018: $4,615,340Liabilities 2018: $271,336Net Assets 2018: $4,344,0042018Assets 2019: $4,649,675Liabilities 2019: $218,786Net Assets 2019: $4,430,8892019Assets 2020: $3,126,215Liabilities 2020: $559,580Net Assets 2020: $2,566,6352020Assets 2021: $3,647,363Liabilities 2021: $601,463Net Assets 2021: $3,045,9002021Assets 2022: $2,907,709Liabilities 2022: $279,690Net Assets 2022: $2,628,0192022Assets 2023: $3,243,065Liabilities 2023: $252,868Net Assets 2023: $2,990,1972023Assets 2024: $3,519,945Liabilities 2024: $368,379Net Assets 2024: $3,151,5662024

Highlighted filing

2013

Assets$4,411,087
Liabilities$284,401
Net Assets$4,126,686

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $926,0292011Expenses 2012: $822,4102012Revenue 2013: $1,013,153Expenses 2013: $755,420Net Income 2013: $257,7332013Revenue 2014: $797,817Expenses 2014: $954,906Net Income 2014: -$157,0892014Revenue 2015: $1,045,922Expenses 2015: $797,429Net Income 2015: $248,4932015Revenue 2016: $1,069,854Expenses 2016: $1,262,913Net Income 2016: -$193,0592016Revenue 2017: $1,143,315Expenses 2017: $1,195,885Net Income 2017: -$52,5702017Revenue 2018: $1,043,490Expenses 2018: $949,222Net Income 2018: $94,2682018Revenue 2019: $1,365,282Expenses 2019: $1,221,055Net Income 2019: $144,2272019Revenue 2020: $567,869Expenses 2020: $2,547,155Net Income 2020: -$1,979,2862020Revenue 2021: $2,011,061Expenses 2021: $1,168,232Net Income 2021: $842,8292021Revenue 2022: $681,465Expenses 2022: $733,480Net Income 2022: -$52,0152022Revenue 2023: $691,640Expenses 2023: $624,507Net Income 2023: $67,1332023Revenue 2024: $1,191,460Expenses 2024: $1,087,060Net Income 2024: $104,4002024

Highlighted filing

2013

Revenue$1,013,153
Expenses$755,420
Net Income$257,733
Filing Detail Status

This 2013 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Mission and Program Overview

Mission

To provide research and education materials to those involved in the life insurance and related financial services field.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.37$3.15$1.19$1.09$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.25$2.99$0.69$0.62$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.28$2.63$0.68$0.73$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.60$3.05$2.01$1.17$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.56$2.57$0.57$2.55$1.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.22$4.43$1.37$1.22$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.27$4.34$1.04$0.95$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.39$4.13$1.14$1.20$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.29$4.02$1.07$1.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.30$4.16$1.05$0.80$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.29$4.20$0.80$0.95$0.16
2013Summary only. Only limited summary data is available for this year.$4.41$0.28$4.13$1.01$0.76$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.02$3.90$0.82
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.01$4.02$0.93