Civic Intelligence

Foundation for Agency Management Excellence Inc

990 • Fiscal year 2014 • EIN 52-1811691

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 27, 2015

Organization ProfileN/A
701 Pennsylvania Avenue NW No 750Washington, DC 20004

(202) 783-4400

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

12th percentile

-22%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

100th percentile

$1,244,982

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 451.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,938,283

Down $49,983 (-1.7%) from 2013

Net Assets

Down

$2,930,651

Down $56,650 (-1.9%) from 2013

Liabilities

Up

$7,632

Up $6,667 (+691%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin12th percentile

Revenue

Down

$275,497

Down $715,017 (-72%) from 2013

Expenses

Up

$336,183

Up $34,176 (+11%) from 2013

Net Income

Down

-$60,686

Down $749,193 (-109%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,353,961Liabilities 2011: $73,560Net Assets 2011: $2,280,4012011Assets 2012: $2,391,356Liabilities 2012: $0Net Assets 2012: $2,391,3562012Assets 2013: $2,988,266Liabilities 2013: $965Net Assets 2013: $2,987,3012013Assets 2014: $2,938,283Liabilities 2014: $7,632Net Assets 2014: $2,930,6512014Assets 2015: $2,843,342Liabilities 2015: $27,884Net Assets 2015: $2,815,4582015Assets 2016: $2,718,810Liabilities 2016: $410Net Assets 2016: $2,718,4002016Assets 2017: $2,789,067Liabilities 2017: $0Net Assets 2017: $2,789,0672017Assets 2018: $2,588,338Liabilities 2018: $0Net Assets 2018: $2,588,3382018Assets 2019: $2,848,839Liabilities 2019: $4,995Net Assets 2019: $2,843,8442019Assets 2020: $3,306,403Liabilities 2020: $5,000Net Assets 2020: $3,301,4032020Assets 2021: $3,533,972Liabilities 2021: $0Net Assets 2021: $3,533,9722021Assets 2022: $3,044,272Liabilities 2022: $2,027Net Assets 2022: $3,042,2452022Assets 2023: $3,402,310Liabilities 2023: $46,232Net Assets 2023: $3,356,0782023Assets 2024: $3,574,741Liabilities 2024: $70,275Net Assets 2024: $3,504,4662024

Highlighted filing

2014

Assets$2,938,283
Liabilities$7,632
Net Assets$2,930,651
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $183,2912011Expenses 2012: $307,7862012Revenue 2013: $990,514Expenses 2013: $302,007Net Income 2013: $688,5072013Revenue 2014: $275,497Expenses 2014: $336,183Net Income 2014: -$60,6862014Revenue 2015: $285,922Expenses 2015: $302,113Net Income 2015: -$16,1912015Revenue 2016: $300,460Expenses 2016: $424,916Net Income 2016: -$124,4562016Revenue 2017: $364,418Expenses 2017: $461,225Net Income 2017: -$96,8072017Revenue 2018: $546,476Expenses 2018: $486,329Net Income 2018: $60,1472018Revenue 2019: $679,139Expenses 2019: $485,708Net Income 2019: $193,4312019Revenue 2020: $529,996Expenses 2020: $364,569Net Income 2020: $165,4272020Revenue 2021: $657,967Expenses 2021: $496,376Net Income 2021: $161,5912021Revenue 2022: $579,126Expenses 2022: $565,991Net Income 2022: $13,1352022Revenue 2023: $734,858Expenses 2023: $607,950Net Income 2023: $126,9082023Revenue 2024: $718,862Expenses 2024: $679,763Net Income 2024: $39,0992024

Highlighted filing

2014

Revenue$275,497
Expenses$336,183
Net Income-$60,686
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$507,922
Mission and Program Overview

Mission

Promote leadership in insurance agency and brokerage professions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,771,042$2,831,667▲ $60,625
Prepaid Expenses and Deferred Charges$110,000$0▼ $110,000
Cash and Non-Interest-Bearing Accounts$81,806$96,348▲ $14,542
Accounts Receivable$7,861$8,233▲ $372
Total Assets$2,988,266$2,938,283▼ $49,983
Other Assets Total$17,557$2,035▼ $15,522
Liabilities
Accounts Payable and Accrued Expenses$965$7,632▲ $6,667
Total Liabilities$965$7,632▲ $6,667
Net Assets / Fund Balance
Unrestricted Net Assets$2,502,113$2,467,082▼ $35,031
Permanently Rstr Net Assets$250,000$250,000→ $0
Temporarily Rstr Net Assets$235,188$213,569▼ $21,619
Total Net Assets Fund Balance$2,987,301$2,930,651▼ $56,650
Total Liabilities and Net Assets / Fund Balance$2,988,266$2,938,283▼ $49,983

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$322,717-▲ $5,352$10,000$318,069
2013$295,971-▲ $26,746-$322,717
2012$276,153-▲ $19,818-$295,971
2011$273,869-▲ $2,284-$276,153
2010$257,022-▲ $16,847-$273,869
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Markham R McknightChairman
H Wade ReeceVice Chairman
Andrew G CassidyDirector
Bruce W Ferguson SrDirector
Dave E McgurnDirector
George a Steadman IiiDirector
J Hyatt H BrownDirector
John J TallaridaDirector
Joseph W Hamilton IiiDirector
Martin P HughesDirector
Mary N SklarskiDirector
Michael a PaschkeDirector
Nancy M MellardDirector
Robert CohenDirector
Steven J TopelDirector
Tom a HughstonDirector
Ken a CrerarSecretary
Thomas J RodellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,515
Program Service Revenue
$0
Investment Income
$73,364
Other Revenue
$62,618
All Other Contributions
$139,515
Change in Net Assets
$-60,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$275,497
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,383
Total Revenue per Audited Statements
$284,880
Total Revenue per Form 990
$275,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$220,000
Other Expenses$116,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$220,000--$220,000
Advertising-$20,675-$20,675
Fees for Service Investment Mgmnt Fees-$16,774-$16,774
Fees for Services Accounting-$9,104-$9,104
Travel-$7,992-$7,992
Office Expenses-$5,287-$5,287
Other Expenses$53,225$1,276-$1,276
Total Functional Expenses$273,225$62,958$0$336,183

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$341,530
Expenses per Audited Statements$336,183
Total Expenses per Form 990$336,183
Expenses Not Reported on Form 990$5,347
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,965
Fundraising Direct Expenses$5,347
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$67,965$67,965$5,347$62,618
Total Events$67,965$67,965$5,347$62,618
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is made available for review by the board of prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation requires directors to disclose annually any interest that could give rise to a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its annual reports, governing documents, and financial statements available to the public, upon request of such documents by the public.”

Filing and Contact Details

Filer

Filer Name
Foundation for Agency Management Excellence Inc
EIN
52-1811691
Phone
2027834400
Address
701 PENNSYLVANIA AVENUE NW NO 750, WASHINGTON, DC 20004

Signing Officer

Name
Ken a Crerar
Title
Secretary
Phone
2027834400
Signed
2015-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken a Crerar
Formed
1993
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Tate and Tryon
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Deborah G Kosnett
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors assume responsibility for oversight of the audit and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Scholarships to pursue careers in risk management and insurance”

PART X, LINE 2:

“Fame believes that it has appropriate support for any tax positions taken, and therefore, does not have any uncertain tax positions that are material to the financial statements. Generally, income tax returns related to the current and three prior years remain open for examination by taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense on part viii 5,347.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense on part viii 5,347.”

Raw XML AppendixShowing 400 of 588 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt05347
IRS990/FundraisingGrossIncomeAmt067965
IRS990/GainOrLossGrp/SecuritiesAmt0-14454
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0220000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0220000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0220000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0212624
IRS990/GrossReceiptsAmt0507922
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt087818
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087818
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02771042
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02831667
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0227078
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTE LEADERSHIP IN INSURANCE AGENCY AND BROKERAGE PROFESSIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02987301
IRS990/NetAssetsOrFundBalancesEOYAmt02930651
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14454
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14454
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt062618
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt062618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04036
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05287
IRS990/OfficeExpensesGrp/TotalAmt05287
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017557
IRS990/OtherAssetsTotalGrp/EOYAmt02035
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATION SUPPORT & RES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11276
IRS990/OtherExpensesGrp/ProgramServicesAmt053225
IRS990/OtherExpensesGrp/TotalAmt053225
IRS990/OtherExpensesGrp/TotalAmt11850
IRS990/OtherExpensesGrp/TotalAmt21276
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0250000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0250000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0110000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KEN A CRERAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0422002
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0225600
IRS990/PYInvestmentIncomeAmt0486650
IRS990/PYOtherExpensesAmt076407
IRS990/PYOtherRevenueAmt081862
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0688507
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0302007
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0990514
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-60686
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 3C
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131952497
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COUNCIL OF INSURANCE AGENTS & BROKERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0322717
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0318069
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05352
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0295971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0322717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0276153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0295971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019818
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0273869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0276153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0257022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0273869
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016847
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt05347
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0336183
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04036
IRS990ScheduleD/OtherExpensesIncludedAmt05347
IRS990ScheduleD/OtherRevenueAmt05347
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78600
IRS990ScheduleD/RevenueNotReportedAmt09383
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0275497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS TO PURSUE CAREERS IN RISK MANAGEMENT AND INSURANCE

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,938,283
Liabilities
$7,632
Net assets
$2,930,651
Revenue
$275,497
Expenses
$336,183
Net income
-$60,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.07$3.50$0.72$0.68$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.05$3.36$0.73$0.61$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.58$0.57$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.66$0.50$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.30$0.53$0.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.84$0.68$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.55$0.49$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.36$0.46$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.30$0.42$0.12
2015Summary only. Only limited summary data is available for this year.$2.84$0.03$2.82$0.29$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.01$2.93$0.28$0.34$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.99$0.30$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.00$2.39$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.07$2.28$0.18