Civic Intelligence

Phoenix Chapter of the Western Pension & Benefits Conference

990EZ • Fiscal year 2014 • EIN 86-0392468

Jul 01, 2013 to Jun 30, 2014 • Filed on May 05, 2015

C/O Kth 3101 North CentralSuite 115085012

(602) 264-6835

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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

35%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

55th percentile

5.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

49%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$66,983

Up $3,529 (+5.6%) from 2013

Net Assets

Up

$66,983

Up $3,529 (+5.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$10,227

Up $3,356 (+49%) from 2013

Expenses

Up

$6,698

Up $47 (+0.7%) from 2013

Net Income

Up

$3,529

Up $3,309 (+1504%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $57,262Liabilities 2011: $02011Assets 2012: $63,234Liabilities 2012: $0Net Assets 2012: $63,2342012Assets 2013: $63,454Liabilities 2013: $0Net Assets 2013: $63,4542013Assets 2014: $66,983Liabilities 2014: $0Net Assets 2014: $66,9832014Assets 2015: $64,587Liabilities 2015: $0Net Assets 2015: $64,5872015Assets 2016: $39,566Liabilities 2016: $0Net Assets 2016: $39,5662016Assets 2017: $69,568Liabilities 2017: $0Net Assets 2017: $69,5682017Assets 2018: $34,934Liabilities 2018: $0Net Assets 2018: $34,9342018Assets 2019: $46,024Liabilities 2019: $0Net Assets 2019: $46,0242019

Highlighted filing

2014

Assets$66,983
Liabilities$0
Net Assets$66,983

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $187Expenses 2011: $5,774Net Income 2011: -$5,5872011Revenue 2012: $12,406Expenses 2012: $6,434Net Income 2012: $5,9722012Revenue 2013: $6,871Expenses 2013: $6,651Net Income 2013: $2202013Revenue 2014: $10,227Expenses 2014: $6,698Net Income 2014: $3,5292014Revenue 2015: $11,150Expenses 2015: $13,546Net Income 2015: -$2,3962015Revenue 2016: -$12,063Expenses 2016: $12,958Net Income 2016: -$25,0212016Revenue 2017: $38,971Expenses 2017: $8,969Net Income 2017: $30,0022017Revenue 2018: $49,368Expenses 2018: $84,002Net Income 2018: -$34,6342018Revenue 2019: $50,723Expenses 2019: $39,633Net Income 2019: $11,0902019

Highlighted filing

2014

Revenue$10,227
Expenses$6,698
Net Income$3,529
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 5, 2015
Return Version
2013v4.0
Gross Receipts
$59,365
Mission and Program Overview

Mission

Employee benefits education

Program Services

DescriptionGrantsExpenses
BENEFIT PROFESSIONALS BY PROVIDING CONTINUING EDUCATION SEMINARS IN THE FIELD OF EMPLOYEE BENEFITS PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE M MEYERPresidentPT$0--
RYAN ROLDTreasurerPT$0--
JENNIFER WARDSecretary-$0--
DANIEL EVANSDirector / President Elect-$0--
PHIL ALLENDirector / Immediate Past Pres-$0--
CHAD MEADDirector-$0--
SARAH LINMANDirector-$0--
FLORA OLSENDirector-$0--
SCOTT SCHLAPPIDirector-$0--
SCOTT SASDirector-$0--
LYNEAL MALICDEMDirector-$0--
BONNIE ROCKWOODDirector-$0--
MATT BRADFORDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$35,100$35,100$30,055$5,045
Event 1$12,390$12,390$19,083$-6,693
Total Events$47,490$47,490$49,138$-1,648
Filing and Contact Details

Filer

EIN
86-0392468
In Care Of
% J RYAN ROLD

Signing Officer

Name
J Ryan Rold
Title
treasurer
Phone
6022646835
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Preparer
Craig a King
Phone
6022646835
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:ADMINISTRATIVE EXPENSES Amount:6698

Raw XML Appendix185 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0J RYAN ROLD
IRS990EZ/BooksInCareOfDetail/PhoneNum06022646835
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IRS990EZ/BooksInCareOfDetail/USAddress/City0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/State0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode085012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063454
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066983
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03529
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE M MEYER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHIL ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHAD MEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH LINMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FLORA OLSEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MATT BRADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR / PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR / IMMEDIATE PAST PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06698
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EMPLOYEE BENEFITS EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFIT PROFESSIONALS BY PROVIDING CONTINUING EDUCATION SEMINARS IN THE FIELD OF EMPLOYEE BENEFITS PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt049138
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1648
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06698
IRS990EZ/TotalRevenueAmt010227
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.WESTERNPENSION.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LUNCHNS/SEMINAR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING CONFRNC
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1648
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019083
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:ADMINISTRATIVE EXPENSES Amount:6698
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J RYAN ROLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06022646835
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTERN PENSION & BENEFITS CONFERENCE
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0860392468
ReturnHeader/Filer/InCareOfNm0% J RYAN ROLD
ReturnHeader/Filer/USAddress/AddressLine10C/O KTH 3101 NORTH CENTRAL
ReturnHeader/Filer/USAddress/AddressLine20Suite 1150
ReturnHeader/Filer/USAddress/City0PHOENIX
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KING TRIPP & HENRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103101 N CENTRAL AVE STE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A KING
ReturnHeader/ReturnTs02015-05-06T11:57:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings