Civic Intelligence

Certificated Retirement Account Trust Ira Lansing

990 • Fiscal year 2019 • EIN 68-0274634

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 12, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.2%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,776,699

Up $55,705 (+3.2%) from 2018

Net Assets

Up

$1,776,699

Up $55,705 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin76th percentile

Revenue

Up

$263,655

Up $15,373 (+6.2%) from 2018

Expenses

Up

$207,950

Up $2,572 (+1.3%) from 2018

Net Income

Up

$55,705

Up $12,801 (+30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$1,776,699
Liabilities$0
Net Assets$1,776,699
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$263,655
Expenses$207,950
Net Income$55,705
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$263,655
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$1,720,994$1,776,699▲ $55,705
Savings and Temporary Cash Investments$1,719,969$1,775,774▲ $55,805
Cash and Non-Interest-Bearing Accounts$1,025$925▼ $100
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,720,994$1,776,699▲ $55,705
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,720,994$1,776,699▲ $55,705
Total Liabilities and Net Assets / Fund Balance$1,720,994$1,776,699▲ $55,705
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Ira LansingChairperson
Judy CoombesBoard Member
Karen KoenigBoard Member
Kate HayneBoard Member
Scott SerafinBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,420
Investment Income
$0
Other Revenue
$179,235
Change in Net Assets
$55,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,812
Salaries, Compensation, and Employee Benefits$1,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$191,438--$191,438
Current Officers, Directors, Trustees, and Key Employees-$1,700-$1,700
Other Expenses$147--$147
All Other Expenses$10--$10
Total Functional Expenses$206,250$1,700$0$207,950
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. Kate hayne - 1105 mirabella ave, novato, ca 94945. Karen koenig - po box 938, woodacre, ca 94973. 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
2019-08-12
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. KATE HAYNE - 1105 MIRABELLA AVE, NOVATO, CA 94945. KAREN KOENIG - PO BOX 938, WOODACRE, CA 94973. 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/PreparerPersonNm0LAWRENCE R STEINER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-23T14:24:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,776,699
Liabilities
$0
Net assets
$1,776,699
Revenue
$263,655
Expenses
$207,950
Net income
$55,705
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