Civic Intelligence

Alliance for Workplace Excellence

EIN 02-0550208 • 501(c)3 • Gaithersburg, MD

Profile

To recognize leaders in all aspects of an excellent workplace.

PO Box 862Gaithersburg, MD 20884

www.excellentworkplace.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

38th percentile

-3.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

24th percentile

-31%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-12%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$7,483

Down $3,411 (-31%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$7,483

Down $3,411 (-31%) from 2018

Operations
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Down

$93,033

Down $12,398 (-12%) from 2018

Expenses

Down

$96,444

Down $4,969 (-4.9%) from 2018

Net Income

Down

-$3,411

Down $7,429 (-185%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$30K$20K$10K$0-$10KAssets 2011: $13,838Liabilities 2011: -$1272011Assets 2012: $22,791Liabilities 2012: $8722012Assets 2013: $14,368Liabilities 2013: $8122013Assets 2014: $11,920Liabilities 2014: $3872014Assets 2015: $16,016Liabilities 2015: $365Net Assets 2015: $15,6512015Assets 2016: $15,752Liabilities 2016: $0Net Assets 2016: $15,7522016Assets 2017: $6,876Liabilities 2017: $0Net Assets 2017: $6,8762017Assets 2018: $10,894Liabilities 2018: $0Net Assets 2018: $10,8942018Assets 2019: $7,483Liabilities 2019: $0Net Assets 2019: $7,4832019

Highlighted filing

2019

Assets$7,483
Liabilities$0
Net Assets$7,483
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $149,694Expenses 2011: $156,947Net Income 2011: -$7,2532011Revenue 2012: $154,864Expenses 2012: $146,665Net Income 2012: $8,1992012Revenue 2013: $125,755Expenses 2013: $134,428Net Income 2013: -$8,6732013Revenue 2014: $117,600Expenses 2014: $120,046Net Income 2014: -$2,4462014Revenue 2015: $119,017Expenses 2015: $114,899Net Income 2015: $4,1182015Revenue 2016: $115,551Expenses 2016: $115,450Net Income 2016: $1012016Revenue 2017: $92,561Expenses 2017: $101,437Net Income 2017: -$8,8762017Revenue 2018: $105,431Expenses 2018: $101,413Net Income 2018: $4,0182018Revenue 2019: $93,033Expenses 2019: $96,444Net Income 2019: -$3,4112019

Highlighted filing

2019

Revenue$93,033
Expenses$96,444
Net Income-$3,411
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,483
Liabilities
$0
Net assets
$7,483
Revenue
$93,033
Expenses
$96,444
Net income
-$3,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.93$0.96$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.05$1.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.93$1.01$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.16$1.15$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.19$1.15$0.04
2014Summary only. Only limited summary data is available for this year.$0.12$0.00$1.18$1.20$0.02
2013Summary only. Only limited summary data is available for this year.$0.14$0.01$1.26$1.34$0.09
2012Summary only. Only limited summary data is available for this year.$0.23$0.01$1.55$1.47$0.08
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$1.50$1.57$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$93,033
Mission and Program Overview

Mission

To recognize leaders in all aspects of an excellent workplace.

Program Services

DescriptionGrantsExpenses
WORKPLACE EXCELLENCE PROMOTION AND RECOGNITION IN THE FORM OF PRODUCTS AND SERVICES, INCLUDING EDUCATIONAL PROGRAMS, INFORMATION RESOURCES, CONSULTING, MENTORING, NETWORKING AND AN ANNUAL AWARDS PROGRAM.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH LEDGARDDirector-$0--
JUDY ASHLEYDirector-$0--
EVELYNE STEWARDDirector/Founder-$0--
Filing and Contact Details

Filer

Filer Name
Alliance for Workplace Excellence
EIN
02-0550208
Phone
3016339903
Address
PO BOX 862, GAITHERSBURG, MD 20884

Signing Officer

Name
Jennifer Ashley
Title
Executive Director
Phone
3016339903
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Lobel Cooper & Associates Pc
Address
6309 EXECUTIVE BLVD, NORTH BETHESDA, MD 20852
Preparer
Andrew S Cooper
Phone
3016377080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: site fee rental. Amount: 13,020. Description: marketing. Amount: 1,122. Description: event expenses. Amount: 7,268. Description: accounting. Amount: 476. Description: insurance. Amount: 425. Description: other administration expenses. Amount: 2,412. Total to form 990-ez, line 16: 24,723.”

Raw XML Appendix172 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GAITHERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR/FOUNDER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RECOGNIZE LEADERS IN ALL ASPECTS OF AN EXCELLENT WORKPLACE.
IRS990EZ/PrintingPublicationsPostageAmt01421
IRS990EZ/ProgramServiceRevenueAmt068033
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORKPLACE EXCELLENCE PROMOTION AND RECOGNITION IN THE FORM OF PRODUCTS AND SERVICES, INCLUDING EDUCATIONAL PROGRAMS, INFORMATION RESOURCES, CONSULTING, MENTORING, NETWORKING AND AN ANNUAL AWARDS PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TotalRevenueAmt093033
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EXCELLENTWORKPLACE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068033
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81930
IRS990ScheduleA/PublicSupportPY509Pct00.82770
IRS990ScheduleA/PublicSupportTotal509Amt0430593
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt015000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt095000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt015000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SITE FEE RENTAL. AMOUNT: 13,020. DESCRIPTION: MARKETING. AMOUNT: 1,122. DESCRIPTION: EVENT EXPENSES. AMOUNT: 7,268. DESCRIPTION: ACCOUNTING. AMOUNT: 476. DESCRIPTION: INSURANCE. AMOUNT: 425. DESCRIPTION: OTHER ADMINISTRATION EXPENSES. AMOUNT: 2,412. TOTAL TO FORM 990-EZ, LINE 16: 24,723.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ASHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03016339903
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIANCE FOR WORKPLACE EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0020550208
ReturnHeader/Filer/PhoneNum03016339903
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 862
ReturnHeader/Filer/USAddress/CityNm0GAITHERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020884
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.17.218.65
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:32:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462736821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOBEL COOPER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06309 EXECUTIVE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03016377080
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S COOPER
ReturnHeader/ReturnTs02020-05-15T16:33:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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