Civic Intelligence

National Association of Social Workers

EIN 01-0365420 • 501(c)6 • Augusta, ME

Profile

Promote, develop and protect the practice of social work and social workers and seek to enhance the effective functioning and well-being of individuals, famliies and communities through its work and through its advocacy.

PO Box 5065Augusta, ME 04332

www.naswmaine.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

43rd percentile

-2.4%

Higher net margin than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$40,606

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-4.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$0

Down $141,261 (-100%) from 2015

Liabilities

Down

$0

Down $53,505 (-100%) from 2015

Net Assets

Down

$0

Down $87,756 (-100%) from 2015

Revenue

Down

$131,974

Down $5,828 (-4.2%) from 2015

Expenses

Up

$135,193

Up $22,299 (+20%) from 2015

Net Income

Down

-$3,219

Down $28,127 (-113%) from 2015

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $147,950Liabilities 2011: $61,425Net Assets 2011: $86,5252011Assets 2012: $141,588Liabilities 2012: $66,325Net Assets 2012: $75,2632012Assets 2013: $95,434Liabilities 2013: $56,907Net Assets 2013: $38,5272013Assets 2014: $111,185Liabilities 2014: $48,337Net Assets 2014: $62,8482014Assets 2015: $141,261Liabilities 2015: $53,505Net Assets 2015: $87,7562015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $102,7952011Expenses 2012: $146,8372012Revenue 2013: $122,227Expenses 2013: $158,963Net Income 2013: -$36,7362013Revenue 2014: $148,690Expenses 2014: $124,369Net Income 2014: $24,3212014Revenue 2015: $137,802Expenses 2015: $112,894Net Income 2015: $24,9082015Revenue 2016: $131,974Expenses 2016: $135,193Net Income 2016: -$3,2192016

Highlighted filing

2016

Revenue$131,974
Expenses$135,193
Net Income-$3,219

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$131,974
Mission and Program Overview

Mission

Promote, develop and protect the practice of social work and social workers and seek to enhance the effective functioning and well-being of individuals, famliies and communities through its work and through its advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$133,930$0▼ $133,930
Accounts Receivable$6,574$0▼ $6,574
Land, Buildings, and Equipment, Net$635$0▼ $635
Cash and Non-Interest-Bearing Accounts$122$0▼ $122
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$141,261$0▼ $141,261
Other Assets Total-$0-
Liabilities
Deferred Revenue$41,092--
Accounts Payable and Accrued Expenses$12,413--
Total Liabilities$53,505$0▼ $53,505
Net Assets / Fund Balance
Unrestricted Net Assets$86,646$0▼ $86,646
Temporarily Rstr Net Assets$1,110$0▼ $1,110
Total Net Assets Fund Balance$87,756$0▼ $87,756
Total Liabilities and Net Assets / Fund Balance$141,261$0▼ $141,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$12,341$12,341
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan Dore LambPast Executive DirectorPT$38,909$1,697$40,606
Lori GramlichExecutive DirectorPT$9,500-$9,500

Board Members and Trustees

NameTitle
Cathleen DunlapPresident
Robin RusselPresident-elect
Wendy St PierreVice President
Christine CarrDirector
Irene Greene MurphyDirector
Jane KalerDirector
Kelsey WilcoxDirector
Kendra PerkinsDirector
Lucinda PoolerDirector
Margery GoldbergDirector
Arwen AgeeSecretary
Andrea MooneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,768
Investment Income
$142
Other Revenue
$27,064
Change in Net Assets
$-3,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$74,409
Other Expenses$60,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,614$13,538-$54,152
Fees for Services Accounting-$15,580-$15,580
Other Salaries and Wages$12,925--$12,925
Occupancy$3,900$3,900-$7,800
Office Expenses$5,487$1,829-$7,316
Payroll Taxes$4,151$1,384-$5,535
Information Technology$3,776$1,258-$5,034
Conferences and Meetings$3,534--$3,534
Pension Plan Contributions$1,348$449-$1,797
All Other Expenses$1,346$62-$1,408
Other Expenses$1,342$6,162-$1,342
Travel$799--$799
Insurance-$647-$647
Depreciation Depletion$635--$635
Total Functional Expenses$88,508$46,685$0$135,193
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
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$5,128
Total Exempt Function Spending$500

Section 527 Organizations

OrganizationLocationAmount
-Portland, ME$100
-Augusta, ME$100
-North Berwick, ME$100
-Augusta, ME$100
-Augusta, ME$100
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

Line 11a explanation - the form 990 is circulated to the governing body before filing for comment and approval.

Form 990, Part VI, Section B, Line 15

The board of directors sets the compensation and also reviews the executive director's performance.

Form 990, Part VI, Section C, Line 19

All governing documents are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
National Association of Social Workers
EIN
01-0365420
Phone
2076227592
Address
PO BOX 5065, AUGUSTA, ME 04332

Signing Officer

Name
Lori Gramlich
Title
Executive Director
Phone
2076227592
Signed
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
21

Preparer

Firm
Macpage LLC
Address
30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Peter Montano
Phone
2077745701
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Assumption of state chapter's net assets by the national organization -84,537.

Raw XML AppendixShowing 400 of 478 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/TitleTxt2VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/OtherSalariesAndWagesGrp/TotalAmt012925
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd01
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01384
IRS990/PayrollTaxesGrp/ProgramServicesAmt04151
IRS990/PayrollTaxesGrp/TotalAmt05535
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0449
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01348
IRS990/PensionPlanContributionsGrp/TotalAmt01797
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt078828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125940
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt080
IRS990/PYOtherExpensesAmt046993
IRS990/PYOtherRevenueAmt017850
IRS990/PYProgramServiceRevenueAmt0119872
IRS990/PYRevenuesLessExpensesAmt024908
IRS990/PYSalariesCompEmpBnftPaidAmt065901
IRS990/PYTotalExpensesAmt0112894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0137802
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3219
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0104768
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0133930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt0500
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/PoliticalExpendituresAmt05128
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0WORKING FAMILIES PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1GOLDEN LEADERSHIP FUND
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt2EVES LEADERSHIP PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt3SENATE DEMOCRATIC CAMPAIGN COMMITTEE
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt4SENATE REPUBLICAN PRESIDENT FUND
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt0100
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt1100
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt2100
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt3100
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt4100
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0128R NORTH STREET
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt1PO BOX 5307
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt229 ACORN LANE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt3PO BOX 2207
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt4PO BOX 1
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm1AUGUSTA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm2NORTH BERWICK
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm3AUGUSTA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm4AUGUSTA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0ME
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd2ME
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd3ME
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd4ME
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd004101
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd104332
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd203906
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd304338
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd404332
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0PROVIDED FUNDS TO LEGISLATIVE MONITORING AND LOBBYING GROUPS AND PACS WHICH HAVE GOALS ALIGNED WITH OUR MISSION. TRACK, ATTEND AND TESTIFY AT PUBLIC HEARINGS ON PROPOSED LEGISLATION AFFECTING OUR MISSION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt0500
IRS990ScheduleC/VolunteerHoursCnt030
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012341
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012341
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THE NATIONAL ASSOCIATION OF SOCIAL WORKERS
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-06-30
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt084537
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0750 FIRST STREET NE SUITE 80
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0WASHINGTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0DC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd020002
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - THE FORM 990 IS CIRCULATED TO THE GOVERNING BODY BEFORE FILING FOR COMMENT AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS SETS THE COMPENSATION AND ALSO REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSUMPTION OF STATE CHAPTER'S NET ASSETS BY THE NATIONAL ORGANIZATION -84,537.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0ME
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00

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