Civic Intelligence

Certificated Retirement Account Trust Ira Lansing

990 • Fiscal year 2013 • EIN 68-0274634

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 23, 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

7.1%

Faster asset growth than 67% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,392,923

Up $92,149 (+7.1%) from 2012

Net Assets

Up

$1,392,923

Up $92,149 (+7.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$172,789

Up $3,306 (+2.0%) from 2012

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

2013

Assets$1,392,923
Liabilities$0
Net Assets$1,392,923

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

2013

Revenue-
Expenses$172,789
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 23, 2013
Return Version
2012v2.1
Gross Receipts
$264,938
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 Appendix294 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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IRS990/Activity3/Description0OFFICER AND BOARD STIPENDS
IRS990/Activity3/Expense0665
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/Expense01811
IRS990/AddressPrincipalOfficerUS/AddressLine1044 GRACELAND DR
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IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode094901
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IRS990/Form990PartVIISectionA/Title0BOARD MEMBER
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IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
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IRS990/OtherExpenses/Description0TRUST FEE ADMINISTRATIO
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IRS990/OtherExpenses/Description2RESEARCH
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IRS990/OtherExpenses/ProgramServices09367
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IRS990/ProgramServiceRevenuePriorYear024667
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome082658
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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/Explanation2BRUCE FURUYA - 121 PEPPERWOOD ST, HERCULES, CA 94547. LAURIE ORDIN - 4 ACACIA AVE, SAN RAFAEL, CA 94901. SARA BREWSTER - PO BOX 335, WOODACRE, CA 94973. IRA LANSING - 44 GRACELAND DR, SAN RAFAEL, CA 94901. JUDY COOMBES - 20 SAN MARCOS PLACE, SAN RAFAEL, CA 94901.
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
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0680274634
ReturnHeader/Filer/Name/BusinessNameLine10CERTIFICATED RETIREMENT ACCOUNT TRUST IRA LANSING
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/DateSigned02013-07-23
ReturnHeader/Officer/Name0IRA LANSING
ReturnHeader/Officer/Phone04154595033
ReturnHeader/Officer/Title0CHAIR
ReturnHeader/Preparer/DatePrepared02013-07-23
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-28T10:01:28-05:00

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