Civic Intelligence

Certificated Retirement Account Trust Ira Lansing

990 • Fiscal year 2018 • EIN 68-0274634

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 23, 2018

Organization ProfileN/A
PO Box 503Kentfield, CA 94914

(415) 459-1524

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

2.6%

Faster asset growth than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,720,994

Up $42,904 (+2.6%) from 2017

Net Assets

Up

$1,720,994

Up $42,904 (+2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin72nd percentile

Revenue

Down

$248,282

Down $42,108 (-15%) from 2017

Expenses

Up

$205,378

Up $13,252 (+6.9%) from 2017

Net Income

Down

$42,904

Down $55,360 (-56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2018

Assets$1,720,994
Liabilities$0
Net Assets$1,720,994
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

2018

Revenue$248,282
Expenses$205,378
Net Income$42,904
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$248,282
Mission and Program Overview

Mission

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

To provide monthly payments to eligible retired faculty to offset medical costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,678,090$1,720,994▲ $42,904
Savings and Temporary Cash Investments$1,677,589$1,719,969▲ $42,380
Cash and Non-Interest-Bearing Accounts$501$1,025▲ $524
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,678,090$1,720,994▲ $42,904
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,678,090$1,720,994▲ $42,904
Total Liabilities and Net Assets / Fund Balance$1,678,090$1,720,994▲ $42,904
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Ira LansingChairperson
Judy CoombesBoard Member
Laurie OrdinBoard Member
Scott SerafinBoard Member
Theo FungBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,423
Investment Income
$4,200
Other Revenue
$179,659
Change in Net Assets
$42,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$187,617--$187,617
Other Expenses$675--$675
All Other Expenses$262--$262
Total Functional Expenses$205,378$0$0$205,378
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The chairman of the board with the approval of the entire board reviews the returns before signing and mailing”

Form 990, Part VI, Section C, Line 18

“The organization provides its members upon request inspection of form 990 and all related documents from investments”

Form 990, Part VI, Section C, Line 19

“The organization provides its members upon request inspection of form 990 and all related documents from investments”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Scott serafin - 1177 california st #602, san francisco, ca 94108. Laurie ordin - 4 acacia ave, san rafael, ca 94901. Theo fung - 20 san marcos place, san rafael, ca 94901. Ira lansing - 44 graceland dr, san rafael, ca 94901. Judy coombes - 20 san marcos place, san rafael, ca 94901.”

Filing and Contact Details

Filer

Filer Name
Certificated Retirement Account Trust
EIN
68-0274634
Phone
4154591524
Address
PO BOX 503, KENTFIELD, CA 94914

Signing Officer

Name
Ira Lansing
Title
Chair
Phone
4154595033
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ira Lansing
Formed
1998
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Lawrence R Steiner
Address
25 FORREST TERRACE, FAIRFAX, CA 94930
Preparer
Lawrence R Steiner CPA
Phone
4154579423
Raw XML Appendix301 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/ExplanationTxt0THE CHAIRMAN OF THE BOARD WITH THE APPROVAL OF THE ENTIRE BOARD REVIEWS THE RETURNS BEFORE SIGNING AND MAILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES ITS MEMBERS UPON REQUEST INSPECTION OF FORM 990 AND ALL RELATED DOCUMENTS FROM INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES ITS MEMBERS UPON REQUEST INSPECTION OF FORM 990 AND ALL RELATED DOCUMENTS FROM INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCOTT SERAFIN - 1177 CALIFORNIA ST #602, SAN FRANCISCO, CA 94108. LAURIE ORDIN - 4 ACACIA AVE, SAN RAFAEL, CA 94901. THEO FUNG - 20 SAN MARCOS PLACE, SAN RAFAEL, CA 94901. IRA LANSING - 44 GRACELAND DR, SAN RAFAEL, CA 94901. JUDY COOMBES - 20 SAN MARCOS PLACE, SAN RAFAEL, CA 94901.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE R STEINER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-02T19:32:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,720,994
Liabilities
$0
Net assets
$1,720,994
Revenue
$248,282
Expenses
$205,378
Net income
$42,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.34$0.22$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.25$0.21$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.26$0.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.25$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.29$0.19$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.31$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.27$0.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.17
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.16$0.20$0.04