Civic Intelligence

Financial Examiners Educational Foundation Inc

990PF • Fiscal year 2020 • EIN 58-2115961

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

1300 North Prospect Avenue 422Milwaukee, WI 53202

(312) 752-6389

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

7.5%

Faster asset growth than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$418,261

Up $29,278 (+7.5%) from 2019

Net Assets

$418,261

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$39,894

Up $5,703 (+17%) from 2019

Expenses

Down

$10,626

Down $40,311 (-79%) from 2019

Net Income

Up

$29,268

Up $46,014 (+275%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $622,497Liabilities 2011: $0Net Assets 2011: $622,4972011Assets 2012: $596,305Liabilities 2012: $0Net Assets 2012: $596,3052012Assets 2013: $562,558Liabilities 2013: $0Net Assets 2013: $562,5582013Assets 2014: $522,193Liabilities 2014: $0Net Assets 2014: $522,1932014Assets 2015: $472,767Liabilities 2015: $0Net Assets 2015: $472,7672015Assets 2019: $388,983Liabilities 2019: $02019Assets 2020: $418,261Liabilities 2020: $0Net Assets 2020: $418,2612020Assets 2021: $476,418Liabilities 2021: $6,013Net Assets 2021: $470,4052021Assets 2022: $414,326Liabilities 2022: $7,107Net Assets 2022: $407,2192022Assets 2023: $414,070Liabilities 2023: $0Net Assets 2023: $414,0702023Assets 2024: $419,793Liabilities 2024: $0Net Assets 2024: $419,7932024

Highlighted filing

2020

Assets$418,261
Liabilities$0
Net Assets$418,261

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $22,5232011Expenses 2012: $40,5892012Revenue 2013: $9,347Expenses 2013: $43,094Net Income 2013: -$33,7472013Revenue 2014: $6,088Expenses 2014: $46,453Net Income 2014: -$40,3652014Revenue 2015: $2,638Expenses 2015: $52,064Net Income 2015: -$49,4262015Revenue 2019: $34,191Expenses 2019: $50,937Net Income 2019: -$16,7462019Revenue 2020: $39,894Expenses 2020: $10,626Net Income 2020: $29,2682020Revenue 2021: $76,785Expenses 2021: $24,641Net Income 2021: $52,1442021Revenue 2022: -$34,487Expenses 2022: $28,699Net Income 2022: -$63,1862022Revenue 2023: $27,753Expenses 2023: $20,902Net Income 2023: $6,8512023Revenue 2024: $48,011Expenses 2024: $42,288Net Income 2024: $5,7232024

Highlighted filing

2020

Revenue$39,894
Expenses$10,626
Net Income$29,268
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W SCHACHTPresident-$0--
LYNNE HEPLERTreasurer-$0--
STEWART KIER CPCUDirector-$0--
NORRIS CLARKDirector-$0--
EJOY LITTLESecretary-$0--
VINCENT L LAURENZANO CFEDirector-$0--
ROBERT CRAWFORDDirector-$0--
JOSEPH SIEVERLINGDirector-$0--
MIKE MONAHANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Examiners Educational
EIN
58-2115961
Phone
3127526389
Address
1300 NORTH PROSPECT AVENUE 422, MILWAUKEE, WI 53202

Signing Officer

Name
Lynne Hepler
Title
Treasurer
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Obbligato Business Partners LLC
Address
1791 Commerce Drive, Montgomery, IL 60538
Preparer
Shari M Conley
Phone
6309470145
Raw XML Appendix292 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01800
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1115000 MIDFIRST BK OKLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2115000 MORGAN STANLEY BK
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0217
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0217
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES W SCHACHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNNE HEPLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEWART KIER CPCU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NORRIS CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4EJOY LITTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5VINCENT L LAURENZANO CFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROBERT CRAWFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOSEPH SIEVERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MIKE MONAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3300 SOUTH GRAND AVE STE 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 JAMES ROBERTSON THE PRKWA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6217 REDFIELD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71445 NEW YORK AVE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8101 CONSTITUTION AVE NW
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FINANCIAL EXAMINERS EDUCATIONA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03127526389
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FINANCIALEXAMINERSEDUCATIONFOUNDATION.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LYNNE HEPLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03127526389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01010 THOROUGHBRED CIRCLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST CHARLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060174
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO STATE AND US TERRITORIES, ONLY FOR EDUCATIONAL PURPOSES OF FINANCIAL EXAMINERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017481
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017481
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02901
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024498
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0St JOHNS UNIVERSITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE HEPLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL EXAMINERS EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0582115961
ReturnHeader/Filer/PhoneNum03127526389
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 NORTH PROSPECT AVENUE 422
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205051820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OBBLIGATO BUSINESS PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01791 Commerce Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060538
ReturnHeader/PreparerPersonGrp/PhoneNum06309470145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shari M Conley
ReturnHeader/ReturnTs02021-11-04T09:31:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEPLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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