Civic Intelligence

Credit Executives Educational Foundation

990 • Fiscal year 2017 • EIN 95-6056616

May 01, 2016 to Apr 30, 2017 • Filed on Feb 09, 2018

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

73rd percentile

0.37x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

5.18x

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

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-9.4%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$226,992

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 100.2% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

2.5%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

8.6%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,147,695

Up $78,166 (+2.5%) from 2016

Net Assets

Up

$1,975,060

Up $106,480 (+5.7%) from 2016

Liabilities

Down

$1,172,635

Down $28,314 (-2.4%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin11th percentile

Revenue

Up

$226,438

Up $18,004 (+8.6%) from 2016

Expenses

Down

$247,622

Down $80,325 (-24%) from 2016

Net Income

Up

-$21,184

Up $98,329 (+82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$3,147,695
Liabilities$1,172,635
Net Assets$1,975,060
Open 2017 Filing

Operations Trend

Revenue Growth66th 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

2017

Revenue$226,438
Expenses$247,622
Net Income-$21,184
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$932,023
Mission and Program Overview

Mission

NONE

Education of credit grantors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,868,580$1,975,060▲ $106,480
Savings and Temporary Cash Investments$1,872,456$1,970,575▲ $98,119
Land, Buildings, and Equipment, Net$1,161,055$1,127,008▼ $34,047
Prepaid Expenses and Deferred Charges$3,034$25,854▲ $22,820
Other Notes and Loans Receivable, Net$24,339$24,258▼ $81
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,069,529$3,147,695▲ $78,166
Other Assets Total$8,645$0▼ $8,645
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,190,289$1,145,920▼ $44,369
Accounts Payable and Accrued Expenses$2,986$14,575▲ $11,589
Deferred Revenue$7,674$12,140▲ $4,466
Total Liabilities$1,200,949$1,172,635▼ $28,314
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,868,580$1,975,060▲ $106,480
Total Liabilities and Net Assets / Fund Balance$3,069,529$3,147,695▲ $78,166

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$705,450$604,839-
Land$421,558--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Kim LambertyVP/BUSINESS DEvelopment/SE$132,279$132,279

Board Members and Trustees

NameTitle
Tracy RosenbachChair
Michael MitchellPresident/CEO
Gent CulverVice Chair
Alvin MorenoDirector
Hector BenitezDirector
James BradleyDirector
Joe LucasDirector
Matt JohnstonDirector
Nannette BringardDirector
Sherry RaposoDirector
Tim CrattyDirector
Tom NanceDirector
Pam CraikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,480
Program Service Revenue
$41,947
Investment Income
$84,655
Other Revenue
$-7,644
Change in Net Assets
$-21,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,825
Salaries, Compensation, and Employee Benefits$86,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$56,793
Interest---$38,217
Current Officers, Directors, Trustees, and Key Employees---$30,004
Other Expenses---$13,883
All Other Expenses---$1,810
Total Functional Expenses$0$0$0$247,622
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
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
Chief Financial Officer
Phone
8189725300
Signed
2018-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juliet Churchill
Formed
1957
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

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 -8,890.”

Financial Statement Notes

Part X, Line 2:

“The foundation has evaluated its tax position and believes no material uncertainties exist regarding positions taken. The foundation remains subject to examination by the applicable tax jurisdiction in accordance with the various statutes of limitations enacted by those jurisdictions. The Foundation is no longer subject to U.S. Federal examinations by tax authorities for fiscal years ending before 2014 and state examinations by tax authorities for fiscal years ending before 2013.”

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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/TitleTxt4Director
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0705450
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0604839
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01310289
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0421558
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0421558
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The foundation has evaluated its tax position and believes no material uncertainties exist regarding positions taken. The foundation remains subject to examination by the applicable tax jurisdiction in accordance with the various statutes of limitations enacted by those jurisdictions. The Foundation is no longer subject to U.S. Federal examinations by tax authorities for fiscal years ending before 2014 and state examinations by tax authorities for fiscal years ending before 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01127008
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0226992
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/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0226992
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 -8,890.
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/InvolvedAmt011480
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt192086
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21122
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt386797
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt414561
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/TotalAssetsBOYAmt03069529
IRS990/TotalAssetsEOYAmt03147695
IRS990/TotalAssetsGrp/BOYAmt03069529
IRS990/TotalAssetsGrp/EOYAmt03147695
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0107480
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247622
IRS990/TotalGrossUBIAmt0-7644
IRS990/TotalLiabilitiesBOYAmt01200949
IRS990/TotalLiabilitiesEOYAmt01172635
IRS990/TotalLiabilitiesGrp/BOYAmt01200949
IRS990/TotalLiabilitiesGrp/EOYAmt01172635
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01868580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01975060
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt041947
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt084655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226438
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-7644

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,147,695
Liabilities
$1,172,635
Net assets
$1,975,060
Revenue
$226,438
Expenses
$247,622
Net income
-$21,184
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