Civic Intelligence

Educational Planning Committee Inc

EIN 56-2063887 • 501(c)3 • Charlotte, NC

Profile

Education symposium was held providing current information relating to counseling & case coordination of injured and disabled population.

PO Box 470637Charlotte, NC 28247

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $18,698 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $18,698 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $27 (-100%) from 2014

Expenses

Down

$18,698

Down $11,415 (-38%) from 2014

Net Income

Up

-$18,698

Up $11,388 (+38%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $55,902Liabilities 2010: $0Net Assets 2010: $55,9022010Assets 2011: $61,982Liabilities 2011: $0Net Assets 2011: $61,9822011Assets 2012: $63,126Liabilities 2012: $0Net Assets 2012: $63,1262012Assets 2013: $48,784Liabilities 2013: $0Net Assets 2013: $48,7842013Assets 2014: $18,698Liabilities 2014: $0Net Assets 2014: $18,6982014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KExpenses 2010: $45,3942010Expenses 2011: $39,5172011Revenue 2012: $35,627Expenses 2012: $34,483Net Income 2012: $1,1442012Revenue 2013: $30,732Expenses 2013: $45,074Net Income 2013: -$14,3422013Revenue 2014: $27Expenses 2014: $30,113Net Income 2014: -$30,0862014Revenue 2015: $0Expenses 2015: $18,698Net Income 2015: -$18,6982015

Highlighted filing

2015

Revenue$0
Expenses$18,698
Net Income-$18,698
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$18,698
Net income
-$18,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$18.7$18.7
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.03$30.1$30.1
2013Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$30.7$45.1$14.3
2012Summary only. Only limited summary data is available for this year.$63.1$0.00$63.1$35.6$34.5$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$0.00$62.0$39.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$0.00$55.9$45.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 26, 2016
Return Version
2015v2.1
Gross Receipts
$0
Mission and Program Overview

Mission

Education symposium was held providing current information relating to counseling & case coordination of injured and disabled population.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,869--
Savings and Temporary Cash Investments$829--
Total Assets$18,698$0▼ $18,698
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$18,698--
Total Net Assets Fund Balance$18,698$0▼ $18,698
Total Liabilities and Net Assets / Fund Balance$18,698$0▼ $18,698
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Irene JaysonPresident
Bruce HoltMember at La
Marian MorrowMember at La
Siri WiikMember at La
Barbara ArmstrongSecretary/tr
Linda KochVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-18,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$11,500--$11,500
Conferences and Meetings$6,000--$6,000
Office Expenses-$1,198-$1,198
Total Functional Expenses$17,500$1,198$0$18,698
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Educational Planning Committee Inc
EIN
56-2063887
Phone
7045436870
Address
PO BOX 470637, CHARLOTTE, NC 28247

Signing Officer

Name
Barbara Armstrong
Title
Secretary/treasurer
Phone
7045436870
Signed
2016-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Armstrong
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Huggins & Company CPA Pa
Address
6148 BROOKSHIRE BLVD STE D, CHARLOTTE, NC 28216-2426
Preparer
G Martin Smith CPA
Phone
7043942364
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“CONTRIBUTIONS 11,500 0 0”

Raw XML Appendix268 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/IRPDocumentCnt00
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt018698
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01198
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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ReturnHeader/ReturnTs02016-02-09T09:54:22-06:00
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ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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