Civic Intelligence

Instructional Systems Association Inc

990 • Fiscal year 2016 • EIN 04-2707508

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

Organization ProfileWWW.ISACONNECTION.ORG
5868 Mapledale Plaza No 120Dale City, VA 22193

(703) 730-2838

Siviq Scores

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

Liabilities / Assets

96th percentile

0.90x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.50x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$142,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

18%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$358,359

Down $8,952 (-2.4%) from 2015

Net Assets

Up

$34,834

Up $10,086 (+41%) from 2015

Liabilities

Down

$323,525

Down $19,038 (-5.6%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin41st percentile

Revenue

Up

$652,115

Up $101,072 (+18%) from 2015

Expenses

Up

$642,029

Up $106,555 (+20%) from 2015

Net Income

Down

$10,086

Down $5,483 (-35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0-$200KAssets 2010: $275,550Liabilities 2010: $319,200Net Assets 2010: -$43,6502010Assets 2011: $173,743Liabilities 2011: $181,639Net Assets 2011: -$7,8962011Assets 2012: $221,820Liabilities 2012: $221,403Net Assets 2012: $4172012Assets 2013: $262,151Liabilities 2013: $257,008Net Assets 2013: $5,1432013Assets 2014: $268,901Liabilities 2014: $259,722Net Assets 2014: $9,1792014Assets 2015: $367,311Liabilities 2015: $342,563Net Assets 2015: $24,7482015Assets 2016: $358,359Liabilities 2016: $323,525Net Assets 2016: $34,8342016Assets 2017: $377,912Liabilities 2017: $349,730Net Assets 2017: $28,1822017Assets 2018: $349,965Liabilities 2018: $317,459Net Assets 2018: $32,5062018Assets 2019: $273,944Liabilities 2019: $271,222Net Assets 2019: $2,7222019Assets 2020: $208,606Liabilities 2020: $167,824Net Assets 2020: $40,7822020Assets 2021: $209,406Liabilities 2021: $193,502Net Assets 2021: $15,9042021Assets 2022: $199,089Liabilities 2022: $321,410Net Assets 2022: -$122,3212022Assets 2023: $384,047Liabilities 2023: $347,505Net Assets 2023: $36,5422023Assets 2024: $592,490Liabilities 2024: $412,099Net Assets 2024: $180,3912024

Highlighted filing

2016

Assets$358,359
Liabilities$323,525
Net Assets$34,834
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $338,620Expenses 2010: $311,789Net Income 2010: $26,8312010Revenue 2011: $389,549Expenses 2011: $353,795Net Income 2011: $35,7542011Revenue 2012: $399,157Expenses 2012: $390,844Net Income 2012: $8,3132012Revenue 2013: $458,926Expenses 2013: $454,200Net Income 2013: $4,7262013Revenue 2014: $536,776Expenses 2014: $532,740Net Income 2014: $4,0362014Revenue 2015: $551,043Expenses 2015: $535,474Net Income 2015: $15,5692015Revenue 2016: $652,115Expenses 2016: $642,029Net Income 2016: $10,0862016Revenue 2017: $644,550Expenses 2017: $644,523Net Income 2017: $272017Revenue 2018: $701,737Expenses 2018: $697,413Net Income 2018: $4,3242018Revenue 2019: $616,784Expenses 2019: $646,568Net Income 2019: -$29,7842019Revenue 2020: $590,779Expenses 2020: $535,417Net Income 2020: $55,3622020Revenue 2021: $362,818Expenses 2021: $387,696Net Income 2021: -$24,8782021Revenue 2022: $437,839Expenses 2022: $562,300Net Income 2022: -$124,4612022Revenue 2023: $568,570Expenses 2023: $399,827Net Income 2023: $168,7432023Revenue 2024: $562,245Expenses 2024: $418,000Net Income 2024: $144,2452024

Highlighted filing

2016

Revenue$652,115
Expenses$642,029
Net Income$10,086
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Gross Receipts
$652,115
Mission and Program Overview

Mission

To build, enhance, and share success among members in the business of training and performance development.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$276,000$263,900▼ $12,100
Prepaid Expenses and Deferred Charges$45,860$42,689▼ $3,171
Savings and Temporary Cash Investments$36,258$36,269▲ $11
Accounts Receivable$6,330$12,638▲ $6,308
Land, Buildings, and Equipment, Net$2,863$2,863→ $0
Total Assets$367,311$358,359▼ $8,952
Liabilities
Deferred Revenue$337,865$326,354▼ $11,511
Accounts Payable and Accrued Expenses$4,698$-2,829▼ $7,527
Total Liabilities$342,563$323,525▼ $19,038
Net Assets / Fund Balance
Unrestricted Net Assets$24,748$34,834▲ $10,086
Total Net Assets Fund Balance$24,748$34,834▲ $10,086
Total Liabilities and Net Assets / Fund Balance$367,311$358,359▼ $8,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,863$13,332$16,195
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela J SchmidtExecutive DirectorFT$136,000$6,000$142,000

Board Members and Trustees

NameTitle
Ben SnyderImmediate Past President
Joe TruebloodPresident
James ChisholmBoard Director
Mary McglynnBoard Director
Mike EsterdayBoard Director
Susan SmithBoard Director
Toni LuciaBoard Director
Tony JaceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$652,104
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$10,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,558
Salaries, Compensation, and Employee Benefits$200,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$269,624
Current Officers, Directors, Trustees, and Key Employees---$142,000
Office Expenses---$48,014
Other Salaries and Wages---$45,000
Travel---$14,617
Information Technology---$14,451
Payroll Taxes---$13,471
Advertising---$10,774
Other Expenses---$8,446
All Other Expenses---$4,897
Fees for Services Accounting---$3,927
Occupancy---$2,520
Insurance---$825
Fees for Services Legal---$730
Total Functional Expenses$0$0$0$642,029
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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

“Isa has dues paying members. Membership dues are for the entire member firm vs individuals. The dues are bundled to include all member services. See program services for full description.”

Form 990, Part VI, Section A, Line 7A

“Annually the "designate" of each member firm votes for the election of individuals to isa's board of directors (one vote per member firm). A 51% consensus is required by isa by-laws.”

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

“Form 990 was prepared by the outside accountants, it was presented and reviewed by the board at a board meeting and signed by the executive director prior to being filed with the irs.”

Form 990, Part VI, Section B, Line 15A

“The board reviewed the budget and approved the executive director's compensation based on comparable data with similar size organizations. The decision was recorded in the board minutes. The last salary review took place on november, 2016.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Instructional Systems Association Inc
EIN
04-2707508
Phone
7037302838
Address
5868 MAPLEDALE PLAZA NO 120, DALE CITY, VA 22193

Signing Officer

Name
Pamela J Schmidt
Title
Executive Director
Phone
7037302838
Signed
2017-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela J Schmidt
Formed
1978
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
34

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Raw XML Appendix332 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2016, ISA HELD A SALES & MARKETING CONFERENCE -- AN EVENT OFFERED EVERY OTHER YEAR. THIS EVENT IS DESIGNED SPECIFICALLY FOR THE SALES & MARKETING PROFESSIONALS OF OUR MEMBER FIRMS. A SEPARATE REGISTRATION FEE IS PAID TO ATTEND WHICH COVERS EXPENSES OF THE EVENT INCLUDING SPEAKERS, FOOD, AV, PRINTING, ETC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ISA HAS DUES PAYING MEMBERS. MEMBERSHIP DUES ARE FOR THE ENTIRE MEMBER FIRM VS INDIVIDUALS. THE DUES ARE BUNDLED TO INCLUDE ALL MEMBER SERVICES. SEE PROGRAM SERVICES FOR FULL DESCRIPTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE "DESIGNATE" OF EACH MEMBER FIRM VOTES FOR THE ELECTION OF INDIVIDUALS TO ISA'S BOARD OF DIRECTORS (ONE VOTE PER MEMBER FIRM). A 51% CONSENSUS IS REQUIRED BY ISA BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS, IT WAS PRESENTED AND REVIEWED BY THE BOARD AT A BOARD MEETING AND SIGNED BY THE EXECUTIVE DIRECTOR PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWED THE BUDGET AND APPROVED THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON COMPARABLE DATA WITH SIMILAR SIZE ORGANIZATIONS. THE DECISION WAS RECORDED IN THE BOARD MINUTES. THE LAST SALARY REVIEW TOOK PLACE ON NOVEMBER, 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0367311
IRS990/TotalAssetsEOYAmt0358359
IRS990/TotalAssetsGrp/BOYAmt0367311
IRS990/TotalAssetsGrp/EOYAmt0358359
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0642029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0342563
IRS990/TotalLiabilitiesEOYAmt0323525
IRS990/TotalLiabilitiesGrp/BOYAmt0342563
IRS990/TotalLiabilitiesGrp/EOYAmt0323525
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024748
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034834
IRS990/TotalOtherCompensationAmt06000
IRS990/TotalProgramServiceRevenueAmt0652104
IRS990/TotalReportableCompFromOrgAmt0136000
IRS990/TotalRevenueGrp/ExclusionAmt011
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0652104
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0652115
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt034
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0367311
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0358359
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014617
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt024748
IRS990/UnrestrictedNetAssetsGrp/EOYAmt034834
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IRS990/USAddress/CityNm0DALE CITY
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IRS990/USAddress/ZIPCd022193
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ISACONNECTION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA J SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037302838
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTRUCTIONAL SYSTEMS ASSOCIATION INC
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2AE25A298529E1204C545B4961F50D4FC277CD8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.103.231.202
ReturnHeader/FilingSecurityInformation/IPDt02017-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:49:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 650N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/ReturnTs02017-07-06T08:50:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$358,359
Liabilities
$323,525
Net assets
$34,834
Revenue
$652,115
Expenses
$642,029
Net income
$10,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$4.12$1.80$5.62$4.18$1.44
2023Detailed filing. Detailed filing data is available for this year.$3.84$3.48$0.37$5.69$4.00$1.69
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.99$3.21$1.22$4.38$5.62$1.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$1.94$0.16$3.63$3.88$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$1.68$0.41$5.91$5.35$0.55
2019Detailed filing. Detailed filing data is available for this year.$2.74$2.71$0.03$6.17$6.47$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.50$3.17$0.33$7.02$6.97$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$3.50$0.28$6.45$6.45$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.58$3.24$0.35$6.52$6.42$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$3.43$0.25$5.51$5.35$0.16
2014Summary only. Only limited summary data is available for this year.$2.69$2.60$0.09$5.37$5.33$0.04
2013Summary only. Only limited summary data is available for this year.$2.62$2.57$0.05$4.59$4.54$0.05
2012Summary only. Only limited summary data is available for this year.$2.22$2.21$0.00$3.99$3.91$0.08
2011Summary only. Only limited summary data is available for this year.$1.74$1.82$0.08$3.90$3.54$0.36
2010Summary only. Only limited summary data is available for this year.$2.76$3.19$0.44$3.39$3.12$0.27