Civic Intelligence

Phoenix Chapter of the Western Pension & Benefits Conference

990EZ • Fiscal year 2013 • EIN 86-0392468

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 10, 2014

Organization ProfileWWW.WESTERNPENSION.ORG
C/O Kth 3101 North CentralSuite 115085012
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

52nd percentile

3.2%

Higher net margin than 52% 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

45th percentile

0.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$63,454

Up $220 (+0.3%) from 2012

Net Assets

Up

$63,454

Up $220 (+0.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin52nd percentile

Revenue

Down

$6,871

Down $5,535 (-45%) from 2012

Expenses

Up

$6,651

Up $217 (+3.4%) from 2012

Net Income

Down

$220

Down $5,752 (-96%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2013

Assets$63,454
Liabilities$0
Net Assets$63,454
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

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

2013

Revenue$6,871
Expenses$6,651
Net Income$220
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 10, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

Employee benefits education

Filing and Contact Details

Filer

EIN
86-0392468
Raw XML Appendix201 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/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PHIL ALLEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DANIEL EVANS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JENNIFER WARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ANNE MEYER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PATRICK WALTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5SCOTT SAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LYNEAL MALICDEM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7MARY NAGODE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8MATT BRADFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9BONNIE ROCKWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10DENISE ATWOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11BILL SOBERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12ANITA BAKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13RYAN ROLD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14LEIGH GETSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR/ PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR / IMMEDIATE PAST PRES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal06651
IRS990EZ/PrimaryExemptPurpose0EMPLOYEE BENEFITS EDUCATION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0BENEFIT PROFESSIONALS BY PROVIDING CONTINUING EDUCATION SEMINARS IN THE FIELD OF EMPLOYEE BENEFITS PROGRAMS
IRS990EZ/ProhibitedTaxShelterTrans0false
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IRS990EZ/SalariesOtherCompEmplBenefits00
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IRS990EZ/SpecialEventsNetIncomeLoss0-5673
IRS990EZ/StatesWhereCopyOfReturnIsFiled0AZ
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
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IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103101 N CENTRAL 300
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode085012
IRS990EZ/TheBooksAreInCareOf/NamePerson0J RYAN ROLD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06022646835
IRS990EZ/TotalAssets/BOY063234
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IRS990EZ/TotalExpenses06651
IRS990EZ/TotalRevenue06871
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.WESTERNPENSION.ORG
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents056604
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IRS990ScheduleO/GeneralExplanation/Explanation1Description:ADMINISTRATIVE EXPENSES Amount:6631
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES SCHEDULE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990EZ PART I LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0860392468
ReturnHeader/Filer/InCareOfName0% J RYAN ROLD
ReturnHeader/Filer/Name/BusinessNameLine10WESTERN PENSION & BENEFITS CONFERENCE
ReturnHeader/Filer/NameControl0WEST
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/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-02-10
ReturnHeader/Officer/Name0J RYAN ROLD
ReturnHeader/Officer/Phone06022646835
ReturnHeader/Officer/Title0TREASURER
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AZ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode085012
ReturnHeader/Preparer/Phone06022660000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-10T14:24:23-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$63,454
Liabilities
$0
Net assets
$63,454
Revenue
$6,871
Expenses
$6,651
Net income
$220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$0.00$46.0$50.7$39.6$11.1
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$0.00$34.9$49.4$84.0$34.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.6$0.00$69.6$39.0$8.97$30.0
2016Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$12.1$13.0$25.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.6$0.00$64.6$11.2$13.5$2.40
2014Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$10.2$6.70$3.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$0.00$63.5$6.87$6.65$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.2$0.00$63.2$12.4$6.43$5.97
2011Summary only. Only limited summary data is available for this year.$57.3$0.00$0.19$5.77$5.59