Civic Intelligence

Foundation for Agency Management Excellence Inc

990 • Fiscal year 2017 • EIN 52-1811691

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

100th percentile

$1,398,461

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 383.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

2.6%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,789,067

Up $70,257 (+2.6%) from 2016

Net Assets

Up

$2,789,067

Up $70,667 (+2.6%) from 2016

Liabilities

Down

$0

Down $410 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin11th percentile

Revenue

Up

$364,418

Up $63,958 (+21%) from 2016

Expenses

Up

$461,225

Up $36,309 (+8.5%) from 2016

Net Income

Up

-$96,807

Up $27,649 (+22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$2,789,067
Liabilities$0
Net Assets$2,789,067
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$364,418
Expenses$461,225
Net Income-$96,807
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$1,003,635
Mission and Program Overview

Mission

Promote leadership in insurance agency and brokerage professions.

The foundation's mission is to secure the future of the commercial insurance brokerage business by attracting and developing tomorrow's talent and supporting forward-thinking research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,529,965$2,506,138▼ $23,827
Cash and Non-Interest-Bearing Accounts$172,476$266,819▲ $94,343
Accounts Receivable$16,369$0▼ $16,369
Total Assets$2,718,810$2,789,067▲ $70,257
Other Assets Total$0$16,110▲ $16,110
Liabilities
Accounts Payable and Accrued Expenses$277$0▼ $277
Other Liabilities$133$0▼ $133
Total Liabilities$410$0▼ $410
Net Assets / Fund Balance
Unrestricted Net Assets$2,262,271$2,307,144▲ $44,873
Permanently Rstr Net Assets$250,000$250,000→ $0
Temporarily Rstr Net Assets$206,129$231,923▲ $25,794
Total Net Assets Fund Balance$2,718,400$2,789,067▲ $70,667
Total Liabilities and Net Assets / Fund Balance$2,718,810$2,789,067▲ $70,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$304,129-▲ $29,544$12,500$321,173
2016$303,657-▲ $7,972$7,500$304,129
2015$318,069-▼ $4,412$10,000$303,657
2014$322,717-▲ $5,352$10,000$318,069
2013$295,971-▲ $26,746-$322,717
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ken a CrerarCEO/presidentPT$199,921$80,179$280,100
Ce HarrisonChief Financial OfficerPT$41,999$17,635$59,634
Elizabeth McdaidSenior Vice PresidentPT$43,994$8,720$52,714
John FieldingGeneral Counsel-$15,446$2,849$18,295

Board Members and Trustees

NameTitle
Markham R McknightChairman
Andrew G CassidyDirector
Bruce W Ferguson SrDirector
Dave E McgurnDirector
David O BeckerDirector
J Hyatt H BrownDirector
John J TallaridaDirector
M Steven DecarloDirector
Martin P HughesDirector
Nancy M MellardDirector
Robert CohenDirector
Tom a HughstonDirector
George a Steadman IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$191,850
Program Service Revenue
$0
Investment Income
$145,558
Other Revenue
$27,010
All Other Contributions
$191,850
Change in Net Assets
$-96,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$364,418
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$570,833
Total Revenue per Audited Statements
$935,251
Total Revenue per Form 990
$364,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$387,500
Other Expenses$73,725
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$387,500--$387,500
Fees for Service Investment Mgmnt Fees-$16,859-$16,859
Advertising-$10,820-$10,820
Fees for Services Accounting-$10,188-$10,188
Other Expenses$25,000$1,847-$1,847
Office Expenses-$1,847-$1,847
Travel-$163-$163
Total Functional Expenses$412,500$48,725$0$461,225

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$864,584
Expenses per Audited Statements$461,225
Total Expenses per Form 990$461,225
Expenses Not Reported on Form 990$403,359
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$54,032
Fundraising Direct Expenses$27,022
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$54,032$54,032$27,022$27,010
Total Events$54,032$54,032$27,022$27,010
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 11B

“The form 990 is reviewed by the president and the cfo of the council. Prior to filing the council foundation board of directors also have an opportunity to review the 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
The Council Foundation
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
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken a Crerar
Formed
1993
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Tate and Tryon
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
R Michael Sorrells
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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense on part viii 27,022.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events expense on part viii 27,022.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt027022
IRS990/FundraisingGrossIncomeAmt054032
IRS990/GainOrLossGrp/SecuritiesAmt092322
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0387500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0387500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0387500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0704517
IRS990/GrossReceiptsAmt01003635
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053236
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053236
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02529965
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02506138
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0612195
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SECURE THE FUTURE OF THE COMMERCIAL INSURANCE BROKERAGE BUSINESS BY ATTRACTING AND DEVELOPING TOMORROW'S TALENT AND SUPPORTING FORWARD-THINKING RESEARCH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02718400
IRS990/NetAssetsOrFundBalancesEOYAmt02789067
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt092322
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092322
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027010
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0167474
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01847
IRS990/OfficeExpensesGrp/TotalAmt01847
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt016110
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATION SUPPORT & RES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07001
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11847
IRS990/OtherExpensesGrp/ProgramServicesAmt025000
IRS990/OtherExpensesGrp/TotalAmt025000
IRS990/OtherExpensesGrp/TotalAmt17001
IRS990/OtherExpensesGrp/TotalAmt21847
IRS990/OtherLiabilitiesGrp/BOYAmt0133
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0250000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0250000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEN A CRERAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0158638
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0305000
IRS990/PYInvestmentIncomeAmt069598
IRS990/PYOtherExpensesAmt0119916
IRS990/PYOtherRevenueAmt072224
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-124456
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0424916
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0300460
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-96807
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 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 3C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131952497
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COUNCIL OF INSURANCE AGENTS & BROKERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0304129
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0321173
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029544
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt012500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0303657
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0304129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07972
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0318069
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0303657
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0322717
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0318069
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0295971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0322717
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026746
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0376337
IRS990ScheduleD/DonatedServicesUseFcltsAmt0376337
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0403359
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0461225
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0167474
IRS990ScheduleD/OtherExpensesIncludedAmt027022
IRS990ScheduleD/OtherRevenueAmt027022
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.77840
IRS990ScheduleD/RevenueNotReportedAmt0570833
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0364418
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS TO PURSUE CAREERS IN RISK MANAGEMENT AND INSURANCE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSE ON PART VIII 27,022.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS EXPENSE ON PART VIII 27,022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.22160
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0461225
IRS990ScheduleD/TotalRevenuePerForm990Amt0364418
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0935251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0864584
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027022
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AUCTION

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,789,067
Liabilities
$0
Net assets
$2,789,067
Revenue
$364,418
Expenses
$461,225
Net income
-$96,807
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