Civic Intelligence

Southeastern Claims Executive Assoc

990EZ • Fiscal year 2024 • EIN 57-0880447

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 04, 2024

Organization ProfileWWW.ATLANTICCLAIMEXECUTIVES.COM
533D Johnson Ferry Rd Ste 300Marietta, GA 30068

(770) 599-7926

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,938

Down $5,124 (-11%) from 2023

Net Assets

Down

$39,938

Down $5,124 (-11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$25,268

Down $3,284 (-12%) from 2023

Expenses

Up

$30,392

Up $6,831 (+29%) from 2023

Net Income

Down

-$5,124

Down $10,115 (-203%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2011: $43,364Net Assets 2011: $43,3642011Assets 2012: $30,934Net Assets 2012: $30,9342012Assets 2013: $41,605Net Assets 2013: $41,6052013Assets 2014: $49,272Net Assets 2014: $49,2722014Assets 2015: $48,409Net Assets 2015: $48,4092015Assets 2016: $40,171Net Assets 2016: $40,1712016Assets 2017: $44,044Net Assets 2017: $44,0442017Assets 2018: $45,153Net Assets 2018: $45,1532018Assets 2019: $48,699Net Assets 2019: $48,6992019Assets 2020: $39,285Net Assets 2020: $39,2852020Assets 2021: $50,829Net Assets 2021: $50,8292021Assets 2022: $40,071Net Assets 2022: $40,0712022Assets 2023: $45,062Net Assets 2023: $45,0622023Assets 2024: $39,938Net Assets 2024: $39,9382024Assets 2025: $56,197Net Assets 2025: $56,1972025

Highlighted filing

2024

Assets$39,938
Liabilities-
Net Assets$39,938
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,667Expenses 2011: $45,450Net Income 2011: $2172011Revenue 2012: $37,335Expenses 2012: $49,765Net Income 2012: -$12,4302012Revenue 2013: $52,556Expenses 2013: $41,885Net Income 2013: $10,6712013Revenue 2014: $51,908Expenses 2014: $44,241Net Income 2014: $7,6672014Revenue 2015: $46,225Expenses 2015: $47,088Net Income 2015: -$8632015Revenue 2016: $62,741Expenses 2016: $70,979Net Income 2016: -$8,2382016Revenue 2017: $40,045Expenses 2017: $36,172Net Income 2017: $3,8732017Revenue 2018: $45,807Expenses 2018: $44,698Net Income 2018: $1,1092018Revenue 2019: $55,874Expenses 2019: $52,328Net Income 2019: $3,5462019Revenue 2020: $14,721Expenses 2020: $24,135Net Income 2020: -$9,4142020Revenue 2021: $18,197Expenses 2021: $6,653Net Income 2021: $11,5442021Expenses 2022: $10,7582022Revenue 2023: $28,552Expenses 2023: $23,561Net Income 2023: $4,9912023Revenue 2024: $25,268Expenses 2024: $30,392Net Income 2024: -$5,1242024Revenue 2025: $49,897Expenses 2025: $33,638Net Income 2025: $16,2592025

Highlighted filing

2024

Revenue$25,268
Expenses$30,392
Net Income-$5,124
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 4, 2024
Return Version
2023v5.0
Gross Receipts
$25,268
Mission and Program Overview

Mission

To promote professionalism, industry best practices, ethics, amd education for the insurance industry.

Program Services

DescriptionGrantsExpenses
TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.-$30,392
TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM CRISALLIPresident-$0--
JIM ROWLESVice Preside-$0--
KEN BUNNSecretary/ T-$0--
Filing and Contact Details

Filer

Filer Name
Southern Claim Executives Assoc
EIN
57-0880447
Phone
7705997926
Address
533D JOHNSON FERRY RD STE 300, MARIETTA, GA 30068

Signing Officer

Name
Ken Bunn
Title
Secretary/ Treasurer
Phone
7705997926
Signed
2024-08-04
Discuss with paid preparer
Yes

Preparer

Firm
JOHNSON AND JOHNSON CPA'S LLC
Address
533 JOHNSON FERRY ROAD BLDG D STE, MARIETTA, GA 30068
Preparer
Bradley a Johnson
Phone
7705796060
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 452 information technology 750 27,451 insurance 1,064 total 29,717”

Form 990-ez, Part III

“To promote professionalism, industry best practices, ethics, amd education for the insurance industry.”

Form 990-ez, Part III, Line 31

“To promote professionalism, industry best practices, ethics, amd education for the insurance industry.”

Raw XML Appendix98 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KEN BUNN
IRS990EZ/BooksInCareOfDetail/PhoneNum07705997926
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05508 CENTERVIEW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039938
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5124
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039938
IRS990EZ/GrossReceiptsAmt025268
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039938
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM CRISALLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM ROWLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEN BUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/ T
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029717
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt017268
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030392
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030392
IRS990EZ/TotalProgramServiceExpensesAmt030392
IRS990EZ/TotalRevenueAmt025268
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATLANTICCLAIMEXECUTIVES.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 452 INFORMATION TECHNOLOGY 750 27,451 INSURANCE 1,064 TOTAL 29,717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN BUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07705997926
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CLAIM EXECUTIVES ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0570880447
ReturnHeader/Filer/PhoneNum07705997926
ReturnHeader/Filer/USAddress/AddressLine1Txt0533D JOHNSON FERRY RD STE 300
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030068
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743125007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON AND JOHNSON CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 JOHNSON FERRY ROAD BLDG D STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030068
ReturnHeader/PreparerPersonGrp/PhoneNum07705796060
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY A JOHNSON
ReturnHeader/ReturnTs02024-08-05T10:49:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,938
Liabilities
-
Net assets
$39,938
Revenue
$25,268
Expenses
$30,392
Net income
-$5,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.2$56.2$49.9$33.6$16.3
2024Detailed filing. Detailed filing data is available for this year.$39.9$39.9$25.3$30.4$5.12
2023Detailed filing. Detailed filing data is available for this year.$45.1$45.1$28.6$23.6$4.99
2022Detailed filing. Detailed filing data is available for this year.$40.1$40.1$10.8
2021Detailed filing. Detailed filing data is available for this year.$50.8$50.8$18.2$6.65$11.5
2020Detailed filing. Detailed filing data is available for this year.$39.3$39.3$14.7$24.1$9.41
2019Detailed filing. Detailed filing data is available for this year.$48.7$48.7$55.9$52.3$3.55
2018Detailed filing. Detailed filing data is available for this year.$45.2$45.2$45.8$44.7$1.11
2017Detailed filing. Detailed filing data is available for this year.$44.0$44.0$40.0$36.2$3.87
2016Detailed filing. Detailed filing data is available for this year.$40.2$40.2$62.7$71.0$8.24
2015Detailed filing. Detailed filing data is available for this year.$48.4$48.4$46.2$47.1$0.86
2014Detailed filing. Detailed filing data is available for this year.$49.3$49.3$51.9$44.2$7.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.6$41.6$52.6$41.9$10.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$30.9$37.3$49.8$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$43.4$45.7$45.5$0.22