Civic Intelligence

Credit Executives Educational Foundation

990 • Fiscal year 2016 • EIN 95-6056616

May 01, 2015 to Apr 30, 2016 • Filed on Mar 13, 2017

Organization ProfileN/A
111 N Maryland Avenue Suite 300Glendale, CA 91206

(818) 972-5300

Siviq Scores

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

Liabilities / Assets

74th percentile

0.39x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

5.76x

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-57%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$225,226

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 108.1% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.2%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-43%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$3,069,529

Down $168,921 (-5.2%) from 2015

Net Assets

Down

$1,868,580

Down $119,513 (-6.0%) from 2015

Liabilities

Down

$1,200,949

Down $49,408 (-4.0%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$208,434

Down $156,797 (-43%) from 2015

Expenses

Down

$327,947

Down $88,673 (-21%) from 2015

Net Income

Down

-$119,513

Down $68,124 (-133%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2016

Assets$3,069,529
Liabilities$1,200,949
Net Assets$1,868,580
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$208,434
Expenses$327,947
Net Income-$119,513
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Mar 13, 2017
Return Version
2015v3.0
Gross Receipts
$659,253
Mission and Program Overview

Mission

NONE

Education of credit grantors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,467$1,872,456▲ $1,793,989
Cap Stk Tr Prin Current Funds$1,988,093$1,868,580▼ $119,513
Land, Buildings, and Equipment, Net$1,212,922$1,161,055▼ $51,867
Other Notes and Loans Receivable, Net$1,944,006$24,339▼ $1,919,667
Prepaid Expenses and Deferred Charges$2,354$3,034▲ $680
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,238,449$3,069,529▼ $168,920
Other Assets Total$700$8,645▲ $7,945
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,231,659$1,190,289▼ $41,370
Deferred Revenue$6,320$7,674▲ $1,354
Accounts Payable and Accrued Expenses$12,377$2,986▼ $9,391
Total Liabilities$1,250,356$1,200,949▼ $49,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,988,093$1,868,580▼ $119,513
Total Liabilities and Net Assets / Fund Balance$3,238,449$3,069,529▼ $168,920

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$739,497$686,700-
Land$421,558--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim LambertyVP/business Development/sePT$6,407$121,745$128,152
Michael MitchellPresident/CEOPT$22,523$202,703$22,523
Revenue and Support

Revenue Composition

Contributions and Grants
$116,101
Program Service Revenue
$66,930
Investment Income
$41,232
Other Revenue
$-15,829
Change in Net Assets
$-119,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,506
Salaries, Compensation, and Employee Benefits$129,441
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$100,511-$100,511
Payments to Affiliates-$76,760-$76,760
Current Officers, Directors, Trustees, and Key Employees-$28,930-$28,930
Other Expenses$15,916$12,268-$12,268
All Other Expenses-$2,344-$2,344
Total Functional Expenses$107,134$220,813$0$327,947
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
Yes
Audit committee
No
Backup withholding compliance
Yes
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 11

“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
Michael Mitchell
Title
CEO
Phone
8189725300
Signed
2017-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mitchell
Formed
1957
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

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 X, Line 10B

“Accumulated depreciation difference between book and tax is $280,723”

Raw XML Appendix371 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.

Path#Value
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc2NATIONAL ASSOCIATION OF
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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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/ExplanationTxt3ACCUMULATED DEPRECIATION DIFFERENCE BETWEEN BOOK AND TAX IS $280,723
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART X, LINE 10B
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt411543
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4CREDIT MANAGEMENT ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03238449
IRS990/TotalAssetsEOYAmt03069529
IRS990/TotalAssetsGrp/BOYAmt03238449
IRS990/TotalAssetsGrp/EOYAmt03069529
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0116101
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0220813
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107134
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327947
IRS990/TotalGrossUBIAmt0-15829
IRS990/TotalLiabilitiesBOYAmt01250356
IRS990/TotalLiabilitiesEOYAmt01200949
IRS990/TotalLiabilitiesGrp/BOYAmt01250356
IRS990/TotalLiabilitiesGrp/EOYAmt01200949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01988093
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01868580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0107134
IRS990/TotalProgramServiceRevenueAmt066930
IRS990/TotalReportableCompFromOrgAmt028930
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-15829
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03238449
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03069529
IRS990/TotReportableCompRltdOrgAmt0324448
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 E VERDUGO AVE FL 2
IRS990/USAddress/CityNm0BURBANK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091502
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08189725300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CREDIT EXECUTIVES EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CRED
ReturnHeader/Filer/EIN0956056616
ReturnHeader/Filer/PhoneNum08189725300
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 N MARYLAND AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680300457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02029 CENTURY PARK EAST STE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900672935
ReturnHeader/PreparerPersonGrp/PhoneNum03102773373
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L GOLDMAN
ReturnHeader/ReturnTs02017-03-27T18:57:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,069,529
Liabilities
$1,200,949
Net assets
$1,868,580
Revenue
$208,434
Expenses
$327,947
Net income
-$119,513
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