Civic Intelligence

Certificated Retirement Account Trust Ira Lansing

990 • Fiscal year 2012 • EIN 68-0274634

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 17, 2012

PO Box 50394914
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,300,774

Down $14,079 (-1.1%) from 2011

Net Assets

Down

$1,300,774

Down $14,079 (-1.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$169,483

Down $31,951 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,314,853Liabilities 2011: $0Net Assets 2011: $1,314,8532011Assets 2012: $1,300,774Liabilities 2012: $0Net Assets 2012: $1,300,7742012Assets 2013: $1,392,923Liabilities 2013: $0Net Assets 2013: $1,392,9232013Assets 2014: $1,461,999Liabilities 2014: $0Net Assets 2014: $1,461,9992014Assets 2015: $1,471,541Liabilities 2015: $0Net Assets 2015: $1,471,5412015Assets 2016: $1,579,826Liabilities 2016: $0Net Assets 2016: $1,579,8262016Assets 2017: $1,678,090Liabilities 2017: $0Net Assets 2017: $1,678,0902017Assets 2018: $1,720,994Liabilities 2018: $0Net Assets 2018: $1,720,9942018Assets 2019: $1,776,699Liabilities 2019: $0Net Assets 2019: $1,776,6992019Assets 2020: $1,821,978Liabilities 2020: $0Net Assets 2020: $1,821,9782020Assets 2021: $1,947,177Liabilities 2021: $0Net Assets 2021: $1,947,1772021

Highlighted filing

2012

Assets$1,300,774
Liabilities$0
Net Assets$1,300,774

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $160,689Expenses 2011: $201,434Net Income 2011: -$40,7452011Expenses 2012: $169,4832012Expenses 2013: $172,7892013Revenue 2014: $266,044Expenses 2014: $196,968Net Income 2014: $69,0762014Revenue 2015: $203,715Expenses 2015: $194,173Net Income 2015: $9,5422015Revenue 2016: $312,159Expenses 2016: $203,874Net Income 2016: $108,2852016Revenue 2017: $290,390Expenses 2017: $192,126Net Income 2017: $98,2642017Revenue 2018: $248,282Expenses 2018: $205,378Net Income 2018: $42,9042018Revenue 2019: $263,655Expenses 2019: $207,950Net Income 2019: $55,7052019Revenue 2020: $251,643Expenses 2020: $206,364Net Income 2020: $45,2792020Revenue 2021: $342,251Expenses 2021: $217,052Net Income 2021: $125,1992021

Highlighted filing

2012

Revenue-
Expenses$169,483
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 17, 2012
Return Version
2011v1.2
Gross Receipts
$155,404
Mission and Program Overview

Mission

To provide monthly payments to eligilble retired faculty to offset medical costs

Major Activities

Activity 2
Trust administrative fees
Activity 3
Officer and board stipends
Filing and Contact Details

Filer

EIN
68-0274634
Raw XML Appendix307 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0TRUST ADMINISTRATIVE FEES
IRS990/Activity2/Expense014841
IRS990/Activity2/Revenue024667
IRS990/Activity3/Description0OFFICER AND BOARD STIPENDS
IRS990/Activity3/Expense02450
IRS990/ActivityOrMissionDescription0TO PROVIDE MONTHLY PAYMENTS TO ELIGIBLE RETIRED FACULTY TO OFFSET MEDICAL COSTS.
IRS990/ActivityOther/Description0CLERICAL, PROFESSIONAL FEES, OFFICE EXPENSES, DUES AND BOARD MEETINGS
IRS990/ActivityOther/Expense02643
IRS990/AddressPrincipalOfficerUS/AddressLine1090 COLEMAN DR
IRS990/AddressPrincipalOfficerUS/City0SAN RAFAEL
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode094901
IRS990/AllOtherExpenses/ProgramServices010
IRS990/AllOtherExpenses/Total010
IRS990/BenefitsPaidToMembersCY0149549
IRS990/BenefitsPaidToMembersPriorYear0185283
IRS990/BenefitsToMembers/ProgramServices0149549
IRS990/BenefitsToMembers/Total0149549
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY01314853
IRS990/CapStckTrstPrinCurrentFunds/EOY01300774
IRS990/CashNonInterestBearing/BOY01322
IRS990/CashNonInterestBearing/EOY0222
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ProgramServices02450
IRS990/CompCurrentOfficersDirectors/Total02450
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0MONTHLY MEDICAL PAYMENTS TO RETIRED UNIT MEMBERS AND BENEFICIARIES.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/Expense0149549
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ProgramServices0655
IRS990/FeesForServicesAccounting/Total0655
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0ED ESSICK
IRS990/Form990PartVIISectionA/NamePerson1LAURIE ORDIN
IRS990/Form990PartVIISectionA/NamePerson2SARA BREWSTER
IRS990/Form990PartVIISectionA/NamePerson3IRA LANSING
IRS990/Form990PartVIISectionA/NamePerson4JUDY COMBS
IRS990/Form990PartVIISectionA/OtherCompensation02100
IRS990/Form990PartVIISectionA/OtherCompensation1100
IRS990/Form990PartVIISectionA/OtherCompensation2100
IRS990/Form990PartVIISectionA/OtherCompensation3100
IRS990/Form990PartVIISectionA/OtherCompensation450
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization02100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization2100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization3100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization450
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0CHAIRPERSON
IRS990/Form990PartVIISectionA/Title1BOARD MEMBER
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0155404
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncomePriorYear022462
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE MONTHLY PAYMENTS TO ELIGILBLE RETIRED FACULTY TO OFFSET MEDICAL COSTS
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ED ESSICK
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY01314853
IRS990/NetAssetsOrFundBalancesEOY01300774
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ProgramServices0486
IRS990/OfficeExpenses/Total0486
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear013701
IRS990/OtherExpensesCurrentYear017484
IRS990/OtherExpenses/Description0TRUST FEE ADMINISTRATIO
IRS990/OtherExpenses/Description1DUES
IRS990/OtherExpenses/Description2CLERICAL
IRS990/OtherExpenses/Description3MEETINGS
IRS990/OtherExpenses/ProgramServices014841
IRS990/OtherExpenses/ProgramServices1650
IRS990/OtherExpenses/ProgramServices2600
IRS990/OtherExpenses/ProgramServices3242
IRS990/OtherExpenses/Total014841
IRS990/OtherExpenses/Total1650
IRS990/OtherExpenses/Total2600
IRS990/OtherExpenses/Total3242
IRS990/OtherRevenueCurrentYear0130737
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0MARIN COMM COLLEGE CON
IRS990/OtherRevenueMisc/Description1TRANSFERS FROM INVESTM
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0127737
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome13000
IRS990/OtherRevenueMisc/TotalRevenueColumn0127737
IRS990/OtherRevenueMisc/TotalRevenueColumn13000
IRS990/OtherRevenuePriorYear0138227
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenueCY024667
IRS990/ProgramServiceRevenue/Description0GUARANTEED INVESTMENT
IRS990/ProgramServiceRevenue/Description1UNREALIZED GAIN IN MAR
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome021673
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome12994
IRS990/ProgramServiceRevenue/TotalRevenueColumn021673
IRS990/ProgramServiceRevenue/TotalRevenueColumn12994
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-14079
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/Revenue0130737
IRS990/RevenuesLessExpensesCY0-14079
IRS990/RevenuesLessExpensesPriorYear0-40745
IRS990/SalariesEtcCurrentYear02450
IRS990/SalariesEtcPriorYear02450
IRS990/SavingsAndTempCashInvestments/BOY01313531
IRS990/SavingsAndTempCashInvestments/EOY01300552
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0-14079
IRS990ScheduleD/ExcessOrDeficitPerFS0-14079
IRS990ScheduleD/TotalExpenses0169483
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0155404
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE CHAIRMAN OF THE BOARD WITH THE APPROVAL OF THE ENTIRE BOARD REVIEWS THE RETURNS BEFORE SIGNING AND MAILING
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION PROVIDES ITS MEMBERS UPON REQUEST INSPECTION OF FORM 990 AND ALL RELATED DOCUMENTS FROM INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Explanation2ED ESSICK - 90 COLEMAN DR, SAN RAFAEL, CA 94901. LAURIE ORDIN - PO BOX 1396, MARTINEZ, CA 94553. SARA BREWSTER - PO BOX 503, WOODACRE, CA 94973. IRA LANSING - PO BOX 503, KENTFIELD, CA 94914. JUDY COMBS - PO BOX 503, KENTFIELD, CA 94914.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1090 COLEMAN DRIVE
IRS990/TheBooksAreInCareOf/AddressUS/City0SAN RAFAEL
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094901
IRS990/TheBooksAreInCareOf/NamePerson0ED ESSICK
IRS990/TheBooksAreInCareOf/TelephoneNumber04154561715
IRS990/TotalAssets/BOY01314853
IRS990/TotalAssetsBOY01314853
IRS990/TotalAssets/EOY01300774
IRS990/TotalAssetsEOY01300774
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0169483
IRS990/TotalExpensesPriorYear0201434
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0169483
IRS990/TotalFunctionalExpenses/Total0169483
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01314853
IRS990/TotalLiabNetAssetsFundBalances/EOY01300774
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01314853
IRS990/TotalNetAssetsFundBalances/EOY01300774
IRS990/TotalOfOtherProgramServiceExp02643
IRS990/TotalOtherCompensation02450
IRS990/TotalOtherRevenue0130737
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0169483
IRS990/TotalProgramServiceRevenue024667
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg02450
IRS990/TotalRevenueCurrentYear0155404
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear0160689
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0155404
IRS990/TotalRevenue/TotalRevenueColumn0155404
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01998
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0680274634
ReturnHeader/Filer/Name/BusinessNameLine10CERTIFICATED RETIREMENT ACCOUNT TRUST ED ESSICK
ReturnHeader/Filer/NameControl0CERT
ReturnHeader/Filer/Phone04154561715
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 503
ReturnHeader/Filer/USAddress/City0KENTFIELD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094914
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-09-17
ReturnHeader/Officer/Name0ED ESSICK
ReturnHeader/Officer/Phone04154561715
ReturnHeader/Officer/Title0CHAIR
ReturnHeader/Preparer/DatePrepared02012-09-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAWRENCE R STEINER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1025 FORREST TERRACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FAIRFAX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094930
ReturnHeader/Preparer/Name0LAWRENCE R STEINER CPA
ReturnHeader/Preparer/Phone04154579423
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-23T10:03:51-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings