Civic Intelligence

Sec Education Foundation Inc.

990EZ • Fiscal year 2014 • EIN 86-1024323

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
5580 LA Jolla BlvdLA Jolla, CA 92037

(858) 488-3750

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

28th percentile

-6.0%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$93,216

Down $1,468 (-1.6%) from 2013

Net Assets

$93,216

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$24,313

Up $4,586 (+23%) from 2013

Expenses

Down

$25,781

Down $3,280 (-11%) from 2013

Net Income

Up

-$1,468

Up $7,866 (+84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2011: $113,019Liabilities 2011: $02011Assets 2012: $104,018Liabilities 2012: $02012Assets 2013: $94,684Liabilities 2013: $02013Assets 2014: $93,216Net Assets 2014: $93,2162014Assets 2015: $90,985Net Assets 2015: $90,9852015Assets 2016: $127,555Net Assets 2016: $127,5552016Assets 2017: $143,906Net Assets 2017: $143,9062017Assets 2018: $197,459Net Assets 2018: $197,4592018Assets 2019: $181,868Net Assets 2019: $181,8682019Assets 2020: $166,525Liabilities 2020: $0Net Assets 2020: $166,5252020Assets 2021: $181,424Net Assets 2021: $181,4242021Assets 2022: $159,919Net Assets 2022: $159,9192022Assets 2023: $205,243Net Assets 2023: $205,2432023Assets 2024: $138,749Net Assets 2024: $138,7492024

Highlighted filing

2014

Assets$93,216
Liabilities-
Net Assets$93,216
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $24,949Expenses 2011: $22,347Net Income 2011: $2,6022011Revenue 2012: $18,352Expenses 2012: $27,353Net Income 2012: -$9,0012012Revenue 2013: $19,727Expenses 2013: $29,061Net Income 2013: -$9,3342013Revenue 2014: $24,313Expenses 2014: $25,781Net Income 2014: -$1,4682014Revenue 2015: $13,213Expenses 2015: $15,444Net Income 2015: -$2,2312015Revenue 2016: $62,723Expenses 2016: $26,153Net Income 2016: $36,5702016Revenue 2017: $42,335Expenses 2017: $25,984Net Income 2017: $16,3512017Revenue 2018: $124,462Expenses 2018: $70,909Net Income 2018: $53,5532018Revenue 2019: $51,627Expenses 2019: $67,218Net Income 2019: -$15,5912019Revenue 2020: $4,675Expenses 2020: $20,018Net Income 2020: -$15,3432020Revenue 2021: $45,664Expenses 2021: $30,765Net Income 2021: $14,8992021Revenue 2022: $61,853Expenses 2022: $83,358Net Income 2022: -$21,5052022Revenue 2023: $126,306Expenses 2023: $80,982Net Income 2023: $45,3242023Revenue 2024: $33,072Expenses 2024: $99,566Net Income 2024: -$66,4942024

Highlighted filing

2014

Revenue$24,313
Expenses$25,781
Net Income-$1,468
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$24,313
Mission and Program Overview

Mission

To sponsor educational programs for real estate professionals.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS.$3,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANCE WARNERDirector-$0--
PETER WESTTreasurer-$0--
GARY VANDENBERGPresident-$0--
BILL RICHERTDirector-$0--
JOHN BRENNANVice President-$0--
RICH SCHINDERDirector-$0--
SUBORDINATESNone-$0--
Filing and Contact Details

Filer

Filer Name
Sec Education Foundation
EIN
86-1024323
Phone
8584883750
Address
5580 LA JOLLA BLVD, LA JOLLA, CA 92037

Signing Officer

Name
Gary Vandenberg
Title
President
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Stuart M Hurwitz APC
Address
3585 4th Avenue, San Diego, CA 92103
Preparer
Stuart M Hurwitz Llm
Phone
6195741040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $4313”

Other Expenses.1002

“Office Expenses $1295”

Other Expenses.1003

“Information Technology $1704”

Other Expenses.1007

“Conferences, Conventions, and Meetings $10494”

Other Expenses.1012

“Insurance $1273”

Other Expenses.1

“MISC $2249”

Raw XML Appendix177 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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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANCE WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY VANDENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL RICHERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH SCHINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUBORDINATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NONE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SPONSOR EDUCATIONAL PROGRAMS FOR REAL ESTATE PROFESSIONALS.
IRS990EZ/PrintingPublicationsPostageAmt0129
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025781
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt024313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt089216
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01142
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01371
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0143
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IRS990ScheduleA/InvestmentIncomeCYPct00.04130
IRS990ScheduleA/InvestmentIncomePYPct00.09690
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95870
IRS990ScheduleA/PublicSupportPY509Pct00.90310
IRS990ScheduleA/PublicSupportTotal509Amt089216
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $4313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $10494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC $2249
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY VANDENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEC EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SECE
ReturnHeader/Filer/EIN0861024323
ReturnHeader/Filer/PhoneNum08584883750
ReturnHeader/Filer/USAddress/AddressLine1Txt05580 LA JOLLA BLVD
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stuart M Hurwitz APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03585 4th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06195741040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART M HURWITZ LLM
ReturnHeader/ReturnTs02015-04-24T16:12:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$93,216
Liabilities
-
Net assets
$93,216
Revenue
$24,313
Expenses
$25,781
Net income
-$1,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.33$1.00$0.66
2023Detailed filing. Detailed filing data is available for this year.$2.05$2.05$1.26$0.81$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.62$0.83$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.46$0.31$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.05$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.82$1.82$0.52$0.67$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.24$0.71$0.54
2017Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.42$0.26$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.63$0.26$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.13$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.24$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.20$0.29$0.09
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.18$0.27$0.09
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.25$0.22$0.03