Civic Intelligence

Insurance Educational Association

990 • Fiscal year 2013 • EIN 94-1227739

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 19, 2013

Organization ProfileWWW.IEATRAINING.COM

View Organization Page

725 Town And Country Road No 43092868
Siviq Scores

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

Liabilities / Assets

86th percentile

0.75x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$895,756

Up $127,275 (+17%) from 2012

Net Assets

Up

$225,159

Up $572,557 (+165%) from 2012

Liabilities

Down

$670,597

Down $445,282 (-40%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,165,696

Up $16,200 (+1.4%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $398,404Liabilities 2011: $786,558Net Assets 2011: -$388,1542011Assets 2012: $768,481Liabilities 2012: $1,115,879Net Assets 2012: -$347,3982012Assets 2013: $895,756Liabilities 2013: $670,597Net Assets 2013: $225,1592013Assets 2014: $827,521Liabilities 2014: $476,556Net Assets 2014: $350,9652014Assets 2015: $736,951Liabilities 2015: $705,894Net Assets 2015: $31,0572015Assets 2016: $653,180Liabilities 2016: $698,731Net Assets 2016: -$45,5512016Assets 2017: $548,183Liabilities 2017: $494,881Net Assets 2017: $53,3022017Assets 2018: $473,602Liabilities 2018: $271,744Net Assets 2018: $201,8582018Assets 2019: $326,098Liabilities 2019: $402,486Net Assets 2019: -$76,3882019Assets 2020: $25,733Liabilities 2020: $346,434Net Assets 2020: -$320,7012020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2013

Assets$895,756
Liabilities$670,597
Net Assets$225,159
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,264,672Expenses 2011: $1,393,290Net Income 2011: -$128,6182011Expenses 2012: $1,149,4962012Expenses 2013: $1,165,6962013Revenue 2014: $1,388,955Expenses 2014: $1,255,394Net Income 2014: $133,5612014Revenue 2015: $1,310,021Expenses 2015: $1,216,290Net Income 2015: $93,7312015Revenue 2016: $1,179,344Expenses 2016: $1,091,131Net Income 2016: $88,2132016Revenue 2017: $963,964Expenses 2017: $991,901Net Income 2017: -$27,9372017Revenue 2018: $977,320Expenses 2018: $1,010,010Net Income 2018: -$32,6902018Revenue 2019: $904,331Expenses 2019: $1,012,235Net Income 2019: -$107,9042019Revenue 2020: $697,094Expenses 2020: $941,407Net Income 2020: -$244,3132020Revenue 2021: $374,752Expenses 2021: $54,051Net Income 2021: $320,7012021

Highlighted filing

2013

Revenue-
Expenses$1,165,696
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 19, 2013
Return Version
2012v2.1
Gross Receipts
$1,462,089
Mission and Program Overview

Mission

Iea creates and provides professional development and continuing education products and services in insurance, risk management and disability management.

Major Activities

Activity 2
The second largest product line is semester classroom. This method is weekly, live instruction combining give and take with our instructors and the discipline that comes with regular class sessions.
Activity 3
Other program services consist of the remainder of the programs we offer on various subjects and in various venues. Other programs consist of employer sponsored on-site training self study courses and joint ventures.
Filing and Contact Details

Filer

EIN
94-1227739
Raw XML AppendixShowing 400 of 462 raw XML fields

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IRS990/Activity2/Description0THE SECOND LARGEST PRODUCT LINE IS SEMESTER CLASSROOM. THIS METHOD IS WEEKLY, LIVE INSTRUCTION COMBINING GIVE AND TAKE WITH OUR INSTRUCTORS AND THE DISCIPLINE THAT COMES WITH REGULAR CLASS SESSIONS.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1OTHER LIABILITIES CONST OF AT JUNE 30, 2013: PENSION BENEFIT LIABILITY $541,349 DEFERRED RENT PAYABLE 16,093 ________ TOTAL OTHER LIABILITIES $557,442 ========
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleE/Form990ScheduleEPartII/Explanation0THE ORGANIZATION PUBLICIZES ITS NON-DISCRIMINATION POLICY IN ITS COURSE CATALOG, PUBLISHED MATERIALS AND ON ITS WEBSITE.
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E, PART I, LINE 3
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION REVIEWS THE FORM 990 WITH ITS AUDIT AND INVESTMENT COMMITTEE AND OBTAINS ITS APPROVAL. THE COMMITTEE THEN RECOMMENDS APPROVAL TO THE FULL BOARD AND OBTAINS ITS APPROVAL FOR FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1A WRITTEN CONFLICT OF INTEREST STATEMENT IS COMPLETED AND DISTRIBUTED ANNUALLY TO EACH BOARD DIRECTOR AND EMPLOYEE.
IRS990ScheduleO/GeneralExplanation/Explanation2DATA IS GATHERED ON SIMILARLY SITUATED INSTITUTIONS USING COMPENSATION OF THEIR CEO'S AND THE SIZE OF THE ORGANIZATION. IEA THEN SETS SALARY LEVEL APPROPRIATE TO IEA'S SIZE AND SCOPE. COMPENSATION DECISIONS ARE MADE BY THE BOARD AS A WHOLE. AS A POLICY AND ON A PROSPECTIVE BASIS, THE ASSOCIATION OBTAINS THE FORM 990 FROM OTHER COMPARABLE ORGANIZATIONS IN ADDITION TO OBTAINING AVAILABLE COMPARATIVE COMPENSATION SURVEY DATA. USING THIS INFORMATION, THE BOARD WOULD RECOMMEND AND APPROVE FUTURE COMPENSATION ADJUSTMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation3UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation4PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 276,164.
IRS990ScheduleO/GeneralExplanation/Explanation5THERE HAVE BEEN NO CHANGES TO EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990/School01
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY03302
IRS990/TemporarilyRestrictedNetAssets/EOY02801
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IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine105520 TRABUCO ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0IRVINE
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode092620
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ROBERT R REDWITZ & CO
IRS990/TheBooksAreInCareOf/TelephoneNumber09497531514
IRS990/TotalAssets/BOY0768481
IRS990/TotalAssetsBOY0768481
IRS990/TotalAssets/EOY0895756
IRS990/TotalAssetsEOY0895756
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear01165696
IRS990/TotalExpensesPriorYear01149496
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0578917
IRS990/TotalFunctionalExpenses/ProgramServices0586779
IRS990/TotalFunctionalExpenses/Total01165696
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IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01115879
IRS990/TotalLiabilitiesBOY01115879

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$895,756
Liabilities
$670,597
Net assets
$225,159
Revenue
-
Expenses
$1,165,696
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.37$0.05$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.35$0.32$0.70$0.94$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.40$0.08$0.90$1.01$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.27$0.20$0.98$1.01$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.49$0.05$0.96$0.99$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.70$0.05$1.18$1.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.71$0.03$1.31$1.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.48$0.35$1.39$1.26$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.67$0.23$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$1.12$0.35$1.15
2011Summary only. Only limited summary data is available for this year.$0.40$0.79$0.39$1.26$1.39$0.13