Civic Intelligence

Iianc Education Foundation Inc.

990 • Fiscal year 2018 • EIN 58-1311077

Sep 01, 2017 to Aug 31, 2018 • Filed on Mar 15, 2019

Organization ProfileN/A
PO Box 1165Cary, NC 27512-1165

(919) 828-4371

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$958,389

Flat from 2018

Net Assets

Flat

$955,295

Flat from 2018

Liabilities

Flat

$3,094

Flat from 2018

Revenue And Expenses

Revenue

Flat

$610,000

Flat from 2018

Expenses

Flat

$257,128

Flat from 2018

Net Income

Flat

$352,872

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $172,427Liabilities 2011: $12,7302011Assets 2012: $143,898Liabilities 2012: $1,2672012Assets 2013: $149,361Liabilities 2013: $3,4952013Assets 2014: $171,746Liabilities 2014: $9,8112014Assets 2015: $343,378Liabilities 2015: $15,550Net Assets 2015: $327,8282015Assets 2016: $438,640Liabilities 2016: $160Net Assets 2016: $438,4802016Assets 2017: $602,423Liabilities 2017: $0Net Assets 2017: $602,4232017Assets 2018: $958,389Liabilities 2018: $3,094Net Assets 2018: $955,2952018Assets 2018: $958,389Liabilities 2018: $3,094Net Assets 2018: $955,2952018Assets 2019: $744,060Liabilities 2019: $4,105Net Assets 2019: $739,9552019Assets 2020: $1,050,811Liabilities 2020: $11,121Net Assets 2020: $1,039,6902020Assets 2021: $1,661,500Liabilities 2021: $36,490Net Assets 2021: $1,625,0102021Assets 2022: $1,823,890Liabilities 2022: $9,887Net Assets 2022: $1,814,0032022Assets 2023: $2,600,679Liabilities 2023: $24,660Net Assets 2023: $2,576,0192023Assets 2024: $3,030,460Liabilities 2024: $130,200Net Assets 2024: $2,900,2602024Assets 2025: $1,850,325Liabilities 2025: $105,744Net Assets 2025: $1,744,5812025

Highlighted filing

2018

Assets$958,389
Liabilities$3,094
Net Assets$955,295
Open 2018 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $109,422Expenses 2011: $27,024Net Income 2011: $82,3982011Revenue 2012: $51,531Expenses 2012: $68,597Net Income 2012: -$17,0662012Revenue 2013: $70,040Expenses 2013: $66,805Net Income 2013: $3,2352013Revenue 2014: $61,126Expenses 2014: $45,057Net Income 2014: $16,0692014Revenue 2015: $208,748Expenses 2015: $42,856Net Income 2015: $165,8922015Revenue 2016: $220,079Expenses 2016: $109,427Net Income 2016: $110,6522016Revenue 2017: $390,080Expenses 2017: $226,137Net Income 2017: $163,9432017Revenue 2018: $610,000Expenses 2018: $257,128Net Income 2018: $352,8722018Revenue 2018: $610,000Expenses 2018: $257,128Net Income 2018: $352,8722018Revenue 2019: $102,135Expenses 2019: $317,475Net Income 2019: -$215,3402019Revenue 2020: $600,000Expenses 2020: $300,265Net Income 2020: $299,7352020Revenue 2021: $800,000Expenses 2021: $214,680Net Income 2021: $585,3202021Revenue 2022: $750,000Expenses 2022: $561,007Net Income 2022: $188,9932022Revenue 2023: $1,400,000Expenses 2023: $637,984Net Income 2023: $762,0162023Revenue 2024: $1,251,712Expenses 2024: $942,906Net Income 2024: $308,8062024Revenue 2025: $178,550Expenses 2025: $1,339,304Net Income 2025: -$1,160,7542025

Highlighted filing

2018

Revenue$610,000
Expenses$257,128
Net Income$352,872
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Gross Receipts
$610,000
Mission and Program Overview

Mission

To promote and develop education in the insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$512,423$798,389▲ $285,966
Pledges and Grants Receivable$90,000$160,000▲ $70,000
Total Assets$602,423$958,389▲ $355,966
Liabilities
Accounts Payable and Accrued Expenses-$3,094-
Total Liabilities$0$3,094▲ $3,094
Net Assets / Fund Balance
Temporarily Rstr Net Assets$600,550$602,423▲ $1,873
Unrestricted Net Assets$1,873$352,872▲ $350,999
Total Net Assets Fund Balance$602,423$955,295▲ $352,872
Total Liabilities and Net Assets / Fund Balance$602,423$958,389▲ $355,966
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas S MarshallChairman
Lorianne W MorrisVice Chairman
Aubie W Knight JrChief Executive Officer
J Monty Ross JrMember
James R MozingoMember
Laura M FalangaMember
Neil T AnnasMember
Ray Tedder JrMember
Robert S MciverSecretary/treasurer
Royce HendersonVP Finance & Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$610,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$610,000
Change in Net Assets
$352,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$257,110
Other Expenses$18
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,110--$257,110
Other Expenses-$18-$18
Total Functional Expenses$257,110$18$0$257,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Independent Insurance Agents of NcCary, NC-Scholarships and Insurance Education Events.$204,150
Appalachian State University Foundation IncBoone, NC-Travel Expense Reimbursement and Student Professional Development.$19,799
East Carolina University Rmi ProgramGreenville, NC-Reimbursement for Travel Expenses to Insurance Conferences.$8,500
Foundation of the University of North Carolina at CharlotteCharlotte, NC-Reimbursement for Travel Expenses to Insurance Conferences.$8,080
Meredith CollegeRaleigh, NC-Research Funding.$7,500
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
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The iianc education foundation, inc's board of directors reviews and approves the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and finacial statements are made available upon request & on the iianc.com website.”

Filing and Contact Details

Filer

Filer Name
Iianc Education Foundation Inc
EIN
58-1311077
Phone
9198284371
Address
PO BOX 1165, CARY, NC 27512-1165

Signing Officer

Name
Thomas S Marshall
Title
Chairman
Phone
7045341558
Signed
2019-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas S Marshall
Formed
1977
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Koonce Wooten & Haywood Llp
Address
P O BOX 17806, RALEIGH, NC 27619-7806
Preparer
David Boyce
Phone
9197829265
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“It is the foundation's policy to evaluate all tax positions to identify those that may be considered uncertain. All identified material tax positions are assessed and measured by a "more-likley-than-not" threshold to determine if the benefit of any uncertain tax position should be recognized in the financial statements. Any changes in the amount of a tax position are recognized in the period the change occurs.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BOARD OF DIRECTORS APPROVES ALL DISBURSEMENTS TO THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS AND INSURANCE EDUCATION EVENTS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2REIMBURSEMENT FOR TRAVEL EXPENSES TO INSURANCE CONFERENCES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3REIMBURSEMENT FOR TRAVEL EXPENSES TO INSURANCE CONFERENCES.
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33421 BATE BUILDING
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43800 HILLSBOROUGH STREET
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327858
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd427607
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE IIANC EDUCATION FOUNDATION, INC'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINACIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST & ON THE IIANC.COM WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO BE AN ADVOCATE FOR INDEPENDENT INSURANCE AGENTS IN NORTH CAROLINA.
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS S MARSHALL
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
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ReturnHeader/Filer/EIN0581311077

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,389
Liabilities
$3,094
Net assets
$955,295
Revenue
$610,000
Expenses
$257,128
Net income
$352,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.11$1.74$0.18$1.34$1.16
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.13$2.90$1.25$0.94$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$1.40$0.64$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.81$0.75$0.56$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.04$1.63$0.80$0.21$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.60$0.30$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.10$0.32$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.61$0.26$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.61$0.26$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.39$0.23$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.22$0.11$0.11
2015Summary only. Only limited summary data is available for this year.$0.34$0.02$0.33$0.21$0.04$0.17
2014Summary only. Only limited summary data is available for this year.$0.17$0.01$0.06$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$0.17$0.01$0.11$0.03$0.08