Civic Intelligence

Insurance Training and Education Center Inc.

990 • Fiscal year 2019 • EIN 86-0455004

Nov 01, 2018 to Oct 31, 2019 • Filed on Apr 29, 2020

Organization ProfileWWW.IIABAZ.COM
333 E Flower StreetPhoenix, AZ 85012

(602) 956-1851

Siviq Scores

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

Liabilities / Assets

98th percentile

3.59x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.95x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$132,541

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$384,211

Down $43,320 (-10%) from 2018

Net Assets

Down

-$996,209

Down $49,987 (-5.3%) from 2018

Liabilities

Up

$1,380,420

Up $6,667 (+0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin23rd percentile

Revenue

Down

$468,150

Down $56,983 (-11%) from 2018

Expenses

Down

$518,137

Down $51,937 (-9.1%) from 2018

Net Income

Down

-$49,987

Down $5,046 (-11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $464,010Liabilities 2010: $858,355Net Assets 2010: -$394,3452010Assets 2011: $470,590Liabilities 2011: $985,200Net Assets 2011: -$514,6102011Assets 2012: $505,142Liabilities 2012: $1,118,235Net Assets 2012: -$613,0932012Assets 2013: $553,153Liabilities 2013: $1,226,332Net Assets 2013: -$673,1792013Assets 2014: $458,147Liabilities 2014: $1,165,099Net Assets 2014: -$706,9522014Assets 2015: $491,626Liabilities 2015: $1,319,919Net Assets 2015: -$828,2932015Assets 2016: $393,616Liabilities 2016: $1,245,289Net Assets 2016: -$851,6732016Assets 2017: $316,123Liabilities 2017: $1,217,404Net Assets 2017: -$901,2812017Assets 2018: $427,531Liabilities 2018: $1,373,753Net Assets 2018: -$946,2222018Assets 2019: $384,211Liabilities 2019: $1,380,420Net Assets 2019: -$996,2092019Assets 2020: $364,403Liabilities 2020: $1,416,414Net Assets 2020: -$1,052,0112020Assets 2021: $481,539Liabilities 2021: $1,581,695Net Assets 2021: -$1,100,1562021Assets 2022: $601,934Liabilities 2022: $1,757,052Net Assets 2022: -$1,155,1182022Assets 2023: $680,292Liabilities 2023: $1,940,899Net Assets 2023: -$1,260,6072023Assets 2024: $605,413Liabilities 2024: $1,871,278Net Assets 2024: -$1,265,8652024

Highlighted filing

2019

Assets$384,211
Liabilities$1,380,420
Net Assets-$996,209
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $558,2612010Expenses 2011: $534,5272011Revenue 2012: $364,082Expenses 2012: $462,565Net Income 2012: -$98,4832012Expenses 2013: $503,6292013Revenue 2014: $458,667Expenses 2014: $492,442Net Income 2014: -$33,7752014Revenue 2015: $386,374Expenses 2015: $507,715Net Income 2015: -$121,3412015Revenue 2016: $512,645Expenses 2016: $536,025Net Income 2016: -$23,3802016Revenue 2017: $460,231Expenses 2017: $509,839Net Income 2017: -$49,6082017Revenue 2018: $525,133Expenses 2018: $570,074Net Income 2018: -$44,9412018Revenue 2019: $468,150Expenses 2019: $518,137Net Income 2019: -$49,9872019Revenue 2020: $424,294Expenses 2020: $480,096Net Income 2020: -$55,8022020Revenue 2021: $353,091Expenses 2021: $401,236Net Income 2021: -$48,1452021Revenue 2022: $438,288Expenses 2022: $493,250Net Income 2022: -$54,9622022Revenue 2023: $387,041Expenses 2023: $492,530Net Income 2023: -$105,4892023Revenue 2024: $430,270Expenses 2024: $435,528Net Income 2024: -$5,2582024

Highlighted filing

2019

Revenue$468,150
Expenses$518,137
Net Income-$49,987
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Apr 29, 2020
Return Version
2018v3.2
Gross Receipts
$468,150
Mission and Program Overview

Mission

Education for industry professionals

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$414,401$351,992▼ $62,409
Accounts Receivable$43$14,256▲ $14,213
Cash and Non-Interest-Bearing Accounts$10,639$12,916▲ $2,277
Prepaid Expenses and Deferred Charges$1,448$2,384▲ $936
Land, Buildings, and Equipment, Net-$1,663-
Total Assets$427,531$384,211▼ $43,320
Other Assets Total$1,000$1,000→ $0
Liabilities
Other Liabilities$1,345,543$1,320,111▼ $25,432
Deferred Revenue$12,292$49,416▲ $37,124
Accounts Payable and Accrued Expenses$15,918$10,893▼ $5,025
Total Liabilities$1,373,753$1,380,420▲ $6,667
Net Assets / Fund Balance
Unrestricted Net Assets$-946,222$-996,209▼ $49,987
Total Net Assets Fund Balance$-946,222$-996,209▼ $49,987
Total Liabilities and Net Assets / Fund Balance$427,531$384,211▼ $43,320

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,663$16,739$18,402
Leasehold Improvements-$1,313$1,313
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri EdwardsVice PresidePT$19,881$112,660$132,541

Board Members and Trustees

NameTitle
Deanna M Chew Cpcu ArmPresident
David MitchellDirector
Jackie WantaDirector
Jeanette GriswoldDirector
Matthew I Snowden Cwca Cris ClcsDirector
Perry ImesDirector
Scott CrabdreeDirector
Scott JonesDirector
Teresa K Quale Cpcu CicDirector
Tim MakiDirector
David CummardSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$140,000
Program Service Revenue
$326,021
Investment Income
$2,129
Other Revenue
$0
All Other Contributions
$140,000
Change in Net Assets
$-49,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,569
Salaries, Compensation, and Employee Benefits$174,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$104,131$6,619-$110,750
Occupancy$59,841$5,696-$65,537
Other Employee Benefits$33,933$5,420-$39,353
Current Officers, Directors, Trustees, and Key Employees-$14,625-$14,625
Payroll Taxes$8,171$1,669-$9,840
Office Expenses$8,140--$8,140
Fees for Services Accounting-$7,333-$7,333
Information Technology-$7,177-$7,177
Other Expenses$6,136--$6,136
All Other Expenses-$1,307-$1,307
Total Functional Expenses$468,291$49,846$0$518,137
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,320,111
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is initially reviewed by the executive director and bookkeeper and then distribtuted to the board of directors prior to submission.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed and updated annually.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's compensation is determined by performance and the comparability of other executive directors in organizations of similiar size.”

Form 990, Page 6, Part VI, Line 15B

“The executive director's compensation is determined by performance and the comparability of other executive directors in organizations of similiar size.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Insurance Training and
EIN
86-0455004
Phone
6029561851
Address
333 E FLOWER STREET, PHOENIX, AZ 85012

Signing Officer

Name
Terri Edwards
Title
Vice President
Phone
6029561851
Signed
2020-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terri Edwards
Formed
1995
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Line 2a: all employees are paid through the parent company, independent insurance agents and brokers of arizona (ein 86-0002031).”

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt016739
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018402
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01313
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01320111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01663
IRS990ScheduleD/TotalLiabilityAmt01320111
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2A: ALL EMPLOYEES ARE PAID THROUGH THE PARENT COMPANY, INDEPENDENT INSURANCE AGENTS AND BROKERS OF ARIZONA (EIN 86-0002031).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR AND BOOKKEEPER AND THEN DISTRIBTUTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY PERFORMANCE AND THE COMPARABILITY OF OTHER EXECUTIVE DIRECTORS IN ORGANIZATIONS OF SIMILIAR SIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY PERFORMANCE AND THE COMPARABILITY OF OTHER EXECUTIVE DIRECTORS IN ORGANIZATIONS OF SIMILIAR SIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0E&O INS
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0174568
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt159841
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1INSURANCE AGENTS SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0AND BROKERS OF ARIZONA
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$384,211
Liabilities
$1,380,420
Net assets
-$996,209
Revenue
$468,150
Expenses
$518,137
Net income
-$49,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.61$1.87$1.27$0.43$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.68$1.94$1.26$0.39$0.49$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$1.76$1.16$0.44$0.49$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$1.58$1.10$0.35$0.40$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.36$1.42$1.05$0.42$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.38$1.38$1.00$0.47$0.52$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.43$1.37$0.95$0.53$0.57$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.32$1.22$0.90$0.46$0.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.39$1.25$0.85$0.51$0.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$1.32$0.83$0.39$0.51$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.46$1.17$0.71$0.46$0.49$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$1.23$0.67$0.50
2012Summary only. Only limited summary data is available for this year.$0.51$1.12$0.61$0.36$0.46$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.99$0.51$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.86$0.39$0.56