Civic Intelligence

Southeastern Claims Executive Assoc

990EZ • Fiscal year 2017 • EIN 57-0880447

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 31, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

68th percentile

9.7%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$44,044

Up $3,873 (+9.6%) from 2016

Net Assets

Up

$44,044

Up $3,873 (+9.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,045

Down $22,696 (-36%) from 2016

Expenses

Down

$36,172

Down $34,807 (-49%) from 2016

Net Income

Up

$3,873

Up $12,111 (+147%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$44,044
Liabilities-
Net Assets$44,044

Operations Trend

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

2017

Revenue$40,045
Expenses$36,172
Net Income$3,873
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$40,045
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.$670$36,172
TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHALE HALEPresident-$0--
CONSTANCE WOODSVice Preside-$0--
FLOYD SIBLEYSecretary/ T-$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
Floyd Sibley
Title
Secretary/ Treasurer
Signed
2017-07-31
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 conferences/meetings 34,555 insurance 272 total 34,827

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 Appendix101 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/PersonNm0FLOYD SIBLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum05044573831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6202
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 6202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0METAIRIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03873
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044044
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0670
IRS990EZ/GrossReceiptsAmt040045
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044044
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044044
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHALE HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CONSTANCE WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FLOYD SIBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/ T
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034827
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PROFESSIONALISM, INDUSTRY BEST PRACTICES, ETHICS, AMD EDUCATION FOR THE INSURANCE INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt033014
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/GrantsAndAllocationsAmt0670
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036172
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036172
IRS990EZ/TotalProgramServiceExpensesAmt036172
IRS990EZ/TotalRevenueAmt040045
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ATLANTICCLAIMEXECUTIVES.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 34,555 INSURANCE 272 TOTAL 34,827
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/PersonNm0FLOYD SIBLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07BC35F644DC7735B50729D0395EFBF72903A466F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07BC35F644DC7735B50729D0395EFBF72903A466F
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/PreparationDt02017-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY A JOHNSON
ReturnHeader/ReturnTs02017-08-02T09:18:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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