Civic Intelligence

Sec Education Foundation Inc.

990EZ • Fiscal year 2017 • EIN 86-1024323

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 03, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$143,906

Up $16,351 (+13%) from 2016

Net Assets

Up

$143,906

Up $16,351 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$42,335

Down $20,388 (-33%) from 2016

Expenses

Down

$25,984

Down $169 (-0.6%) from 2016

Net Income

Down

$16,351

Down $20,219 (-55%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$143,906
Liabilities-
Net Assets$143,906

Operations Trend

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

2017

Revenue$42,335
Expenses$25,984
Net Income$16,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 3, 2018
Return Version
2017v2.2
Gross Receipts
$46,588
Mission and Program Overview

Mission

To sponsor educational programs for real estate professionals.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS FOR EDUCATIONAL PROGRAMS.-$7,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL M WINGERPresident-$0--
LANCE WARNERTreasurer-$0--
JOE CROWLEYDirector-$0--
BRANDON SANDERSVice President-$0--
BILL RICHERTDirector-$0--
MARK LECHERDirector-$0--
STEVE FITHIANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farley$35,162$35,162-$35,162
Total Events$35,162$35,162$4,253$30,909
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
Paul M Winger
Title
President
Phone
8584883750
Signed
2018-04-03
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.1002

Office Expenses $1830

Other Expenses.1003

Information Technology $850

Other Expenses.1012

Insurance $1273

Other Expenses.1

Education program expense $4423

Other Expenses.2

Broadbent education outreach $3190

Other Expenses.3

Contributions expense $1950

Other Expenses.4

BOARD LUNCHEONS $1170

Other Expenses.5

VISA MERCHANT FEES $917

Other Expenses.6

Miscellaneous expense $578

Other Expenses.7

Program sponsor expense $500

Other Expenses.8

BANK CHARGES $95

Raw XML Appendix197 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION PROGRAM EXPENSE $4423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BROADBENT EDUCATION OUTREACH $3190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRIBUTIONS EXPENSE $1950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD LUNCHEONS $1170
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL M WINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08584883750
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
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/PreparerFirmEIN0330763844
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/ReturnTs02018-04-03T09:17:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings