Civic Intelligence

Insurance Accounting & Systems Association Inc

990EZ • Fiscal year 2013 • EIN 74-6107091

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 03, 2014

5525 Lbj FreewayMalvern, PA 75240
Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$81,095

Up $10,126 (+14%) from 2012

Net Assets

Up

$81,095

Up $10,126 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$44,583

Down $10,297 (-19%) from 2012

Expenses

Down

$34,457

Down $3,437 (-9.1%) from 2012

Net Income

Down

$10,126

Down $6,860 (-40%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $70,969Liabilities 2012: $0Net Assets 2012: $70,9692012Assets 2013: $81,095Liabilities 2013: $0Net Assets 2013: $81,0952013Assets 2024: $35,000Liabilities 2024: $0Net Assets 2024: $35,0002024

Highlighted filing

2013

Assets$81,095
Liabilities$0
Net Assets$81,095

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $54,880Expenses 2012: $37,894Net Income 2012: $16,9862012Revenue 2013: $44,583Expenses 2013: $34,457Net Income 2013: $10,1262013Revenue 2024: $27,962Expenses 2024: $28,777Net Income 2024: -$8152024

Highlighted filing

2013

Revenue$44,583
Expenses$34,457
Net Income$10,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 3, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Provide insurance industry education and engagement through chapter events.

Filing and Contact Details

Filer

EIN
74-6107091
Raw XML Appendix177 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN KLEINER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DOUGLAS KALMBACH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DAVE CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOHN SWEENEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BRENT JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5AARON SPENCER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LYNN BREWER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7MARCUS MICAK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8HEATHER TAYLOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4CHAIR - P&C PROGRAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5SECRETARY - P&C PROGRAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6CHAIR L&H - PROGRAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7SECRETARY - L&H PROGRAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8CHAIR - TECHNOLOGY PROGRAM
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IRS990EZ/PrimaryExemptPurpose0THE MISSION OF THE IASA TEXAS CHAPTER IS TO INITIATE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION AND IDEAS AMONG TEXAS INSURANCE RELATED ACCOUNTING AND SYSTEMS PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS AND THE FINANCIAL SERVICE INDUSTRY AS A WHOLE.
IRS990EZ/PrintingPublicationsPostage02000
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SUMMER CONFERENCE & EDUCATIONAL PROGRAM. TOPICS INCLUDED THE STATE OF THE INDUSTRY, IT'S QUALITY ASSURANCE ROLES, SSAP 101 DEVELOPMENTS, GAAP UPDATE AND DEVELOPMENTS IN PRIVATE COMPANY REPORTING STANDARDS, LEVERAGING OF ELECTRONIC SIGNATURES, MAIC UPDATE, INVESTMENT OPPORTUNITIES AND MARKET OUTLOOK, CLOUD AND CYBER SECURITY TRENDS, AND BEST PRACTICES FOR AUDIT COMMITTEES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FALL CONFERENCE & EDUCATIONAL PROGRAM. TOPICS INCLUDED USER ACCEPTANCE TESTING BEST PRACTICES, LIFE AND P&C ACTUARIAL UPDATE, NAIC UPDATE, EFFECTIVELY MANAGING VENDOR IMPLEMENTATIONS, ETHICS OF SOCIAL MEDIA AND THE LAW, THE BUIDLING BLOCKS OF SUCCESS, FRAUD- MASTERING THE SMELL TEST, INVESTMENT OPPORTUNITIES AND MARKET OUTLOOK, SAAS AND CLOUD FOR POLICY ADMINISTRATION: WHAT YOU NEED TO KNOW NOW.
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IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DALLAS
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IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09727886211
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0238
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0683
IRS990ScheduleA/GrossInvestmentIncome509/Total0962
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IRS990ScheduleA/TotalSupportTotal/Total0250736
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 32,457.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0746107091
ReturnHeader/Filer/Name/BusinessNameLine10INSURANCE ACCOUNTING & SYSTEMS
ReturnHeader/Filer/Name/BusinessNameLine20ASSOCIATION - TEXAS CHAPTER
ReturnHeader/Filer/NameControl0INSU
ReturnHeader/Filer/Phone09727886211
ReturnHeader/Filer/USAddress/AddressLine105525 LBJ FREEWAY
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075240
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-03
ReturnHeader/Officer/Name0DOUGLAS KALMBACH
ReturnHeader/Officer/Phone09727886211
ReturnHeader/Officer/Title0CHAPTER PRESIDENT
ReturnHeader/PreparerFirm/EIN0561304727
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BLACKMAN & SLOOP CPAS PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101414 RALEIGH RD SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHAPEL HILL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027517
ReturnHeader/Preparer/Name0APRIL WALKER
ReturnHeader/Preparer/Phone09199428700
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-14T13:31:22-06:00

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Filings