Civic Intelligence

Southeast Benefits Education Network Inc.

990EZ • Fiscal year 2017 • EIN 58-1129128

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

11520 North Central ExpresswayDallas, TX 75243

(404) 812-9132

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$102,619

Up $16,443 (+19%) from 2016

Net Assets

$102,619

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $171 (-100%) from 2016

Revenue

Down

$75,245

Down $34,832 (-32%) from 2016

Expenses

Down

$67,239

Down $95,304 (-59%) from 2016

Net Income

Up

$8,006

Up $60,472 (+115%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $209,894Liabilities 2010: $13,209Net Assets 2010: $196,6852010Assets 2011: $174,406Liabilities 2011: $11,350Net Assets 2011: $163,0562011Assets 2012: $188,045Liabilities 2012: $14,236Net Assets 2012: $173,8092012Assets 2013: $175,780Liabilities 2013: $2,745Net Assets 2013: $173,0352013Assets 2014: $178,022Liabilities 2014: $2,640Net Assets 2014: $175,3822014Assets 2015: $146,618Liabilities 2015: $232Net Assets 2015: $146,3862015Assets 2016: $86,176Liabilities 2016: $1712016Assets 2017: $102,619Liabilities 2017: $0Net Assets 2017: $102,6192017Assets 2018: $90,441Liabilities 2018: $0Net Assets 2018: $90,4412018Assets 2019: $87,621Liabilities 2019: $0Net Assets 2019: $87,6212019Assets 2020: $110,116Liabilities 2020: $0Net Assets 2020: $110,1162020Assets 2021: $105,216Liabilities 2021: $0Net Assets 2021: $105,2162021Assets 2022: $75,554Liabilities 2022: $0Net Assets 2022: $75,5542022Assets 2023: $39,821Liabilities 2023: $0Net Assets 2023: $39,8212023

Highlighted filing

2017

Assets$102,619
Liabilities$0
Net Assets$102,619

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $123,527Expenses 2010: $159,619Net Income 2010: -$36,0922010Revenue 2011: $120,389Expenses 2011: $155,046Net Income 2011: -$34,6572011Revenue 2012: $144,900Expenses 2012: $147,310Net Income 2012: -$2,4102012Revenue 2013: $148,981Expenses 2013: $146,139Net Income 2013: $2,8422013Revenue 2014: $148,975Expenses 2014: $146,628Net Income 2014: $2,3472014Revenue 2015: $116,489Expenses 2015: $145,485Net Income 2015: -$28,9962015Revenue 2016: $110,077Expenses 2016: $162,543Net Income 2016: -$52,4662016Revenue 2017: $75,245Expenses 2017: $67,239Net Income 2017: $8,0062017Revenue 2018: $94,938Expenses 2018: $107,116Net Income 2018: -$12,1782018Revenue 2019: $90,049Expenses 2019: $92,869Net Income 2019: -$2,8202019Revenue 2020: $70,805Expenses 2020: $48,310Net Income 2020: $22,4952020Revenue 2021: $55,493Expenses 2021: $60,393Net Income 2021: -$4,9002021Revenue 2022: $13,165Expenses 2022: $42,827Net Income 2022: -$29,6622022Revenue 2023: $24,933Expenses 2023: $60,666Net Income 2023: -$35,7332023

Highlighted filing

2017

Revenue$75,245
Expenses$67,239
Net Income$8,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.2
Gross Receipts
$75,245
Mission and Program Overview

Mission

Providing a forum for the education and exchange of ideas for professionals in the employee benefits industry through conferences, meetings, and symposiums.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
ANNUAL EDUCATION CONFERENCE-TO PROVIDE A FORUM FOR THE EDUCATION AND EXCHANGE OF IDEAS FOR PROFESSIONALS IN THE EMPLOYEE BENEFITS INDUSTRY-$31,539
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALANNA TANNERPresident-$0--
ERIC RIOUXVP-$0--
MALIKA TERRYTreasurer-$0--
CYNTHIA WRIGHTSecretary-$0--
SUSAN ROSENBLEETHPast President-$0--
MANDY HARDINDirector-$0--
COLLEEN PAPPASDirector-$0--
RACHEL ROBINSONDirector-$0--
TOM SIMONSONDirector-$0--
KEITH WAGNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southeast Benefits Education Network Inc
EIN
58-1129128
Address
11520 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75243

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
4048129132
Signed
2018-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Albright Hill & Sumpter PC
Address
105 Saint Marys Street Ste 100, Rockwall, TX 75087
Preparer
Jennifer S Hill
Phone
9722705452
Supplemental Narrative

Additional Explanations

General explanation attachment

Primary exempt purpose - providing a forum for the education and exchange of ideas for professionals in the employee benefits industry through conferences, meetings and symposiums.

Description of other revenue Part I line 8

Description amountother 111

Description of other expenses Part I line 16

Description amountbank charges 320merchant fees 1,344ce 245meeting 323insurance 1,805supplies 209telephone 312website 2,205audio-visual 389awards and gifts 972entertainment 1,718facility rental 3,393food and beverage 15,374mileage 265speaker expenses 1,574staff expense 607

Other changes in net assets or fund balances Part I line 20

Description amountunrealized gain 8,608

Description of other assets Part II line 24

Category beginning of year end of yearinvestments 70,548 0

Description of total liabilities Part II line 26

Category beginning of year end of yearcredit card payable 171 0

Raw XML Appendix219 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIMARY EXEMPT PURPOSE - PROVIDING A FORUM FOR THE EDUCATION AND EXCHANGE OF IDEAS FOR PROFESSIONALS IN THE EMPLOYEE BENEFITS INDUSTRY THROUGH CONFERENCES, MEETINGS AND SYMPOSIUMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOTHER 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES 320MERCHANT FEES 1,344CE 245MEETING 323INSURANCE 1,805SUPPLIES 209TELEPHONE 312WEBSITE 2,205AUDIO-VISUAL 389AWARDS AND GIFTS 972ENTERTAINMENT 1,718FACILITY RENTAL 3,393FOOD AND BEVERAGE 15,374MILEAGE 265SPEAKER EXPENSES 1,574STAFF EXPENSE 607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTUNREALIZED GAIN 8,608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CATEGORY BEGINNING OF YEAR END OF YEARINVESTMENTS 70,548 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARD PAYABLE 171 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Description of total liabilities Part II line 26
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ReturnHeader/BusinessOfficerGrp/PhoneNum04048129132
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST BENEFITS EDUCATION NETWORK INC
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ReturnHeader/Filer/EIN0581129128
ReturnHeader/Filer/USAddress/AddressLine1Txt011520 NORTH CENTRAL EXPRESSWAY
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ReturnHeader/FilingSecurityInformation/IPDt02018-09-04
ReturnHeader/FilingSecurityInformation/IPTm017:18:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200104286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Albright Hill & Sumpter PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 Saint Marys Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockwall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075087
ReturnHeader/PreparerPersonGrp/PhoneNum09722705452
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer S Hill
ReturnHeader/ReturnTs02018-09-04T17:15:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.25$0.61$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.13$0.43$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.55$0.60$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.71$0.48$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.90$0.93$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.95$1.07$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.75$0.67$0.08
2016Summary only. Only limited summary data is available for this year.$0.86$0.00$1.10$1.63$0.52
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.46$1.16$1.45$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.03$1.75$1.49$1.47$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.76$0.03$1.73$1.49$1.46$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.14$1.74$1.45$1.47$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.11$1.63$1.20$1.55$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.13$1.97$1.24$1.60$0.36