Civic Intelligence

Credit Executives Educational Foundation

EIN 95-6056616 • 501(c)6 • Glendale, CA

Profile

NONE

111 N Maryland Avenue Suite 300Glendale, CA 91206

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

2.57x

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

501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

42%

Faster revenue growth than 91% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$2,732,792

Down $414,903 (-13%) from 2017

Liabilities

Down

$823,647

Down $348,988 (-30%) from 2017

Net Assets

Down

$1,909,145

Down $65,915 (-3.3%) from 2017

Operations
Liabilities / Revenue98th percentileNet Margin59th percentile

Revenue

Up

$320,875

Up $94,437 (+42%) from 2017

Expenses

Up

$297,506

Up $49,884 (+20%) from 2017

Net Income

Up

$23,369

Up $44,553 (+210%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,846,587Liabilities 2011: $1,397,408Net Assets 2011: $2,449,1792011Assets 2012: $3,597,736Liabilities 2012: $1,348,955Net Assets 2012: $2,248,7812012Assets 2013: $3,486,877Liabilities 2013: $1,315,425Net Assets 2013: $2,171,4522013Assets 2014: $3,329,267Liabilities 2014: $1,289,785Net Assets 2014: $2,039,4822014Assets 2015: $3,238,450Liabilities 2015: $1,250,357Net Assets 2015: $1,988,0932015Assets 2016: $3,069,529Liabilities 2016: $1,200,949Net Assets 2016: $1,868,5802016Assets 2017: $3,147,695Liabilities 2017: $1,172,635Net Assets 2017: $1,975,0602017Assets 2018: $2,732,792Liabilities 2018: $823,647Net Assets 2018: $1,909,1452018

Highlighted filing

2018

Assets$2,732,792
Liabilities$823,647
Net Assets$1,909,145
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2011: $258,133Expenses 2011: $479,045Net Income 2011: -$220,9122011Expenses 2012: $478,5392012Expenses 2013: $427,3812013Revenue 2014: $478,385Expenses 2014: $474,355Net Income 2014: $4,0302014Revenue 2015: $365,231Expenses 2015: $416,620Net Income 2015: -$51,3892015Revenue 2016: $208,434Expenses 2016: $327,947Net Income 2016: -$119,5132016Revenue 2017: $226,438Expenses 2017: $247,622Net Income 2017: -$21,1842017Revenue 2018: $320,875Expenses 2018: $297,506Net Income 2018: $23,3692018

Highlighted filing

2018

Revenue$320,875
Expenses$297,506
Net Income$23,369
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,732,792
Liabilities
$823,647
Net assets
$1,909,145
Revenue
$320,875
Expenses
$297,506
Net income
$23,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.82$1.91$0.32$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.15$1.17$1.98$0.23$0.25$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.07$1.20$1.87$0.21$0.33$0.12
2015Summary only. Only limited summary data is available for this year.$3.24$1.25$1.99$0.37$0.42$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.33$1.29$2.04$0.48$0.47$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$1.32$2.17$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$1.35$2.25$0.48
2011Summary only. Only limited summary data is available for this year.$3.85$1.40$2.45$0.26$0.48$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$2,115,634
Mission and Program Overview

Mission

NONE

Education of credit grantors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,975,060$1,909,145▼ $65,915
Other Notes and Loans Receivable, Net$24,258$1,160,877▲ $1,136,619
Land, Buildings, and Equipment, Net$1,127,008$1,069,715▼ $57,293
Savings and Temporary Cash Investments$1,970,575$488,431▼ $1,482,144
Prepaid Expenses and Deferred Charges$25,854$13,769▼ $12,085
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,147,695$2,732,792▼ $414,903
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,145,920$816,887▼ $329,033
Accounts Payable and Accrued Expenses$14,575$7,159▼ $7,416
Deferred Revenue$12,140$-399▼ $12,539
Total Liabilities$1,172,635$823,647▼ $348,988
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,975,060$1,909,145▼ $65,915
Total Liabilities and Net Assets / Fund Balance$3,147,695$2,732,792▼ $414,903

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$648,157$662,132-
Land$421,558--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Kim LambertyPresident & C.e.o$130,646$130,646
Juliet ChurchillC.f.o & COY Secretary$98,449$98,449

Board Members and Trustees

NameTitle
Gent CulverChairman
Pam CraikVice Chair
Alvin MorenoDirector
Janet KingDirector
Mark SpeiserDirector
Rosa MoodyDirector
Tim CrattyDirector
Tom NanceDirector
Tracy RosenbachDirector
Charles SchultzChief Strategy Officer
Michael MitchellFormer Pres & CEO Term 2/1/18
Nannette BringardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,464
Program Service Revenue
$36,649
Investment Income
$207,291
Other Revenue
$-41,529
Change in Net Assets
$23,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,182
Salaries, Compensation, and Employee Benefits$36,324
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$47,607
Current Officers, Directors, Trustees, and Key Employees---$36,324
Other Expenses---$9,234
All Other Expenses---$1,164
Total Functional Expenses$0$0$0$297,506
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section B, Line 11B

“The board meeting was held before the organization filed form 990.”

Form 990, Part VI, Section C, Line 19

“The organization does not have a policy regarding confict of interest. The organization makes the financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Credit Executives Educational Foundation
EIN
95-6056616
Phone
8189725300
Address
111 N MARYLAND AVENUE SUITE 300, GLENDALE, CA 91206

Signing Officer

Name
Juliet Churchill
Title
CFO
Phone
8189725300
Signed
2018-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juliet Churchill
Formed
1957
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
MACIAS GINI & O'CONNELL LLP
Address
2029 CENTURY PARK EAST STE 1500, LOS ANGELES, CA 90067-2935
Preparer
Kenneth L Goldman
Phone
3102773373
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book-tax depreciation difference adj -11,954.”

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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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/ReconcilationRevenueExpnssAmt023369
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-41529
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01970575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0488431
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0648157
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0662132
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01310289
IRS990ScheduleD/LandGrp/BookValueAmt0421558
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0421558
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01069715
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0227391
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MITCHELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRES & CEO TERM 2/1/18
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0227391
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEETING WAS HELD BEFORE THE ORGANIZATION FILED FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE A POLICY REGARDING CONFICT OF INTEREST. THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK-TAX DEPRECIATION DIFFERENCE ADJ -11,954.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952146019
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CREDIT/COLLECTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CREDIT MANAGEMENT ASSOCIATION (FKA CREDIT MANAGERS ASSOCIATION OF CA)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0111 N MARYLAND AVE STE 300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0GLENDALE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091206
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01160876
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt136324
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt298640
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03147695
IRS990/TotalAssetsEOYAmt02732792
IRS990/TotalAssetsGrp/BOYAmt03147695
IRS990/TotalAssetsGrp/EOYAmt02732792
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0118464
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297506
IRS990/TotalGrossUBIAmt0-41529
IRS990/TotalLiabilitiesBOYAmt01172635
IRS990/TotalLiabilitiesEOYAmt0823647
IRS990/TotalLiabilitiesGrp/BOYAmt01172635
IRS990/TotalLiabilitiesGrp/EOYAmt0823647
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01975060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01909145
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt036649
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0207291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt036649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0320875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-41529
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03147695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02732792
IRS990/TotReportableCompRltdOrgAmt0456486
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 N MARYLAND AVE 300
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091206
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

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