Civic Intelligence

Southern Conference on Teacher Retirement Inc

EIN 80-0320851 • 501(c)3

Profile

Provide educational training for people serving in the fiduciary capacity as trustee of statewide teacher pension funds.

12088 Halifax Road65043

www.sctr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$105,922

Down $12,650 (-11%) from 2013

Liabilities

Down

$2,800

Down $4,100 (-59%) from 2013

Net Assets

Down

$103,122

Down $8,550 (-7.7%) from 2013

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $223,433 (-100%) from 2013

Expenses

Down

$8,550

Down $164,319 (-95%) from 2013

Net Income

Down

-$8,550

Down $59,114 (-117%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $88,602Liabilities 2010: $2,500Net Assets 2010: $86,1022010Assets 2011: $162,918Liabilities 2011: $62,908Net Assets 2011: $100,0102011Assets 2012: $63,608Liabilities 2012: $2,500Net Assets 2012: $61,1082012Assets 2013: $118,572Liabilities 2013: $6,900Net Assets 2013: $111,6722013Assets 2014: $105,922Liabilities 2014: $2,800Net Assets 2014: $103,1222014

Highlighted filing

2014

Assets$105,922
Liabilities$2,800
Net Assets$103,122
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $197,172Expenses 2010: $197,956Net Income 2010: -$7842010Revenue 2011: $197,274Expenses 2011: $183,366Net Income 2011: $13,9082011Revenue 2012: $169,603Expenses 2012: $192,905Net Income 2012: -$23,3022012Revenue 2013: $223,433Expenses 2013: $172,869Net Income 2013: $50,5642013Revenue 2014: $0Expenses 2014: $8,550Net Income 2014: -$8,5502014

Highlighted filing

2014

Revenue$0
Expenses$8,550
Net Income-$8,550
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,922
Liabilities
$2,800
Net assets
$103,122
Revenue
$0
Expenses
$8,550
Net income
-$8,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.03$0.00$0.09$0.09
2013Summary only. Only limited summary data is available for this year.$1.19$0.07$1.12$2.23$1.73$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.03$0.61$1.70$1.93$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.63$1.00$1.97$1.83$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.03$0.86$1.97$1.98$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 24, 2014
Return Version
2013v3.1
Mission and Program Overview

Mission

Provide educational training for people serving in the fiduciary capacity as trustee of statewide teacher pension funds.

Program Services

DescriptionGrantsExpenses
THE ORIGINAL MISSION WAS TO PROVIDE AN ANNUAL CONFERENCE FOR OVER 200 PARTICIPANTS.THE ORGANIZATION IS IN THE PROCESS OF DISSOLVING THIS UPCOMING YEAR AND AS SUCH HAS CEASED PROVIDING THE CONFERENCE ACTIVITY.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK S YOAKUMPresident-$0--
MARY HIATTETreasurer-$0--
MARY HIATTESecretary-$0--
JEFF EZELLDirector-$0--
PAT ROBERTSONDirector-$0--
JILL BACHUSDirector-$0--
Filing and Contact Details

Filer

EIN
80-0320851
Phone
5736381096

Signing Officer

Name
Mary Hiatte
Title
Treasurer
Signed
2014-09-24
Discuss with paid preparer
Yes

Preparer

Preparer
Albert L Bisceglia
Phone
5087992491
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1051”

Other Expenses.1

“CREDIT CARD FEES $265”

Other Assets.1005

“Accounts Receivable - Beginning $12575 Accounts Receivable - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $6900 Accounts Payable and Accrued Expenses - Ending $2800”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY HIATTE
IRS990EZ/BooksInCareOfDetail/PhoneNum05736381096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012088 HALIFAX ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0HOLTS SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode065043
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105997
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105922
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8550
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105922
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103122
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK S YOAKUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY HIATTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY HIATTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF EZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JILL BACHUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012575
IRS990EZ/OtherExpensesTotalAmt01316
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL TRAINING FOR PEOPLE SERVING IN THE FIDUCIARY CAPACITY AS TRUSTEE OF STATEWIDE TEACHER PENSION FUNDS.
IRS990EZ/PrintingPublicationsPostageAmt034
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORIGINAL MISSION WAS TO PROVIDE AN ANNUAL CONFERENCE FOR OVER 200 PARTICIPANTS.THE ORGANIZATION IS IN THE PROCESS OF DISSOLVING THIS UPCOMING YEAR AND AS SUCH HAS CEASED PROVIDING THE CONFERENCE ACTIVITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08550
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sctr.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0176056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0148421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0164587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0142500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0631564
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0179518
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0811082
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0223433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0193203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0197274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0197172
IRS990ScheduleA/Total509Grp/TotalAmt0811082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0223433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0197274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197172
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0811082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARD FEES $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $12575 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $6900 Accounts Payable and Accrued Expenses - Ending $2800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY HIATTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHERN CONFERENCE ON TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine20RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0800320851
ReturnHeader/Filer/PhoneNum05736381096
ReturnHeader/Filer/USAddress/AddressLine1012088 HALIFAX ROAD
ReturnHeader/Filer/USAddress/City0HOLTS SUMMIT
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Bisceglia Steiman & Fudeman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10446 Main St 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087992491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT L BISCEGLIA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-24T10:26:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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