Civic Intelligence

Southeastern Claims Executive Assoc

990EZ • Fiscal year 2016 • EIN 57-0880447

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2016

Organization ProfileWWW.ATLANTICCLAIMEXECUTIVES.COM
137 Johnson Ferry Road Rm/Ste 2160Marietta, GA 30068

(770) 579-6060

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-17%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

36%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,171

Down $8,238 (-17%) from 2015

Net Assets

Down

$40,171

Down $8,238 (-17%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$62,741

Up $16,516 (+36%) from 2015

Expenses

Up

$70,979

Up $23,891 (+51%) from 2015

Net Income

Down

-$8,238

Down $7,375 (-855%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2016

Assets$40,171
Liabilities-
Net Assets$40,171
Open 2016 Filing

Operations Trend

Revenue Growth88th 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

2016

Revenue$62,741
Expenses$70,979
Net Income-$8,238
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$62,741
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.$5,000$70,979
TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSS POOLEPresidentPT$0--
MICHALE HALEVice PresidePT$0--
CONSTANCE WOODSTreasurerPT$0--
FLOYD SIBLEYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Southeastern Claims Executive Assoc
EIN
57-0880447
Phone
7705796060
Address
137 JOHNSON FERRY ROAD RM/STE 2160, MARIETTA, GA 30068

Signing Officer

Name
Constance Woods
Title
Treasurer
Signed
2016-10-20
Discuss with paid preparer
Yes

Preparer

Firm
JOHNSON AND JOHNSON CPA'S LLC
Address
137 JOHNSON FERRY RD STE 2160, MARIETTA, GA 30068-4932
Preparer
Bradley a Johnson
Phone
7705796060
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 36 conferences/meetings 65,013 insurance 255 total 65,304”

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 Appendix103 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/BooksInCareOfDetail/PersonNm0CONSTANCE WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum04043244122
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 723030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 723030
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd031139
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048409
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8238
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048409
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040171
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt062741
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048409
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040171
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048409
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSS POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHALE HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONSTANCE WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FLOYD SIBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065304
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt054710
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/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070979
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070979
IRS990EZ/TotalProgramServiceExpensesAmt070979
IRS990EZ/TotalRevenueAmt062741
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATLANTICCLAIMEXECUTIVES.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 36 CONFERENCES/MEETINGS 65,013 INSURANCE 255 TOTAL 65,304
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSTANCE WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEASTERN CLAIMS EXECUTIVE ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0570880447
ReturnHeader/Filer/PhoneNum07705796060
ReturnHeader/Filer/USAddress/AddressLine1Txt0137 JOHNSON FERRY ROAD RM/STE 2160
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030068
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743125007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON AND JOHNSON CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0137 JOHNSON FERRY RD STE 2160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300684932
ReturnHeader/PreparerPersonGrp/PhoneNum07705796060
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY A JOHNSON
ReturnHeader/ReturnTs02016-10-20T10:59:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,171
Liabilities
-
Net assets
$40,171
Revenue
$62,741
Expenses
$70,979
Net income
-$8,238
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