Civic Intelligence

Insurance Training and Education Center Inc.

990 • Fiscal year 2023 • EIN 86-0455004

Nov 01, 2022 to Oct 31, 2023 • Filed on Jul 18, 2024

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

99th percentile

2.85x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

5.01x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$149,597

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 38.7% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$680,292

Up $78,358 (+13%) from 2022

Net Assets

Down

-$1,260,607

Down $105,489 (-9.1%) from 2022

Liabilities

Up

$1,940,899

Up $183,847 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin13th percentile

Revenue

Down

$387,041

Down $51,247 (-12%) from 2022

Expenses

Down

$492,530

Down $720 (-0.1%) from 2022

Net Income

Down

-$105,489

Down $50,527 (-92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$680,292
Liabilities$1,940,899
Net Assets-$1,260,607
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$387,041
Expenses$492,530
Net Income-$105,489
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Jul 18, 2024
Return Version
2022v5.0
Gross Receipts
$387,041
Mission and Program Overview

Mission

Education for industry professionals

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$573,069$663,620▲ $90,551
Cash and Non-Interest-Bearing Accounts$12,113$8,814▼ $3,299
Prepaid Expenses and Deferred Charges$4,679$3,947▼ $732
Land, Buildings, and Equipment, Net$1,663$1,663→ $0
Accounts Receivable$9,410$1,248▼ $8,162
Total Assets$601,934$680,292▲ $78,358
Other Assets Total$1,000$1,000→ $0
Liabilities
Other Liabilities$1,725,639$1,913,007▲ $187,368
Deferred Revenue$22,741$14,505▼ $8,236
Accounts Payable and Accrued Expenses$8,672$13,387▲ $4,715
Total Liabilities$1,757,052$1,940,899▲ $183,847
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,155,118$-1,260,607▼ $105,489
Total Net Assets Fund Balance$-1,155,118$-1,260,607▼ $105,489
Total Liabilities and Net Assets / Fund Balance$601,934$680,292▲ $78,358

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,756$16,646$18,402
Leasehold Improvements$-93$1,406$1,313
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri EdwardsVice PresidePT$40,625$108,972$149,597

Board Members and Trustees

NameTitle
David CummardPresident
Adelin M StanDirector
Jeffrey CyrDirector
Kelley KimbleDirector
Kimberly AdamsDirector
Scott BrownDirector
Steve Woody WoodworthDirector
Teresa K Quale Cpcu CicDirector
Tyler WoodruffDirector
Zach BurtonDirector
Mike GallaugherSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$125,000
Program Service Revenue
$258,245
Investment Income
$3,796
Other Revenue
$0
All Other Contributions
$125,000
Change in Net Assets
$-105,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,413
Salaries, Compensation, and Employee Benefits$190,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$78,938$11,340-$90,278
Occupancy-$70,432-$70,432
Current Officers, Directors, Trustees, and Key Employees-$52,359-$52,359
Other Employee Benefits$27,273$9,363-$36,636
Information Technology-$16,920-$16,920
Payroll Taxes$6,116$4,728-$10,844
Other Expenses$6,833$450-$6,833
Fees for Services Accounting-$6,500-$6,500
All Other Expenses$2,609$2,308-$4,917
Office Expenses$2,813--$2,813
Conferences and Meetings-$11-$11
Total Functional Expenses$318,119$174,411$0$492,530
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$1,913,007
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2024-07-18
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 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).”

Raw XML AppendixShowing 400 of 435 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt016646
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01913007
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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
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IRS990/TerminateOperationsInd0false
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$680,292
Liabilities
$1,940,899
Net assets
-$1,260,607
Revenue
$387,041
Expenses
$492,530
Net income
-$105,489
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