Civic Intelligence

New England Complex Systems Institute Inc.

990 • Fiscal year 2017 • EIN 04-3332954

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 28, 2017

277 Broadway 1st FloorCambridge, MA 02139

(617) 547-4100

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.59x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.18x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-159%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

5th percentile

-25%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

563%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,014,678

Down $330,306 (-25%) from 2016

Net Assets

Down

$417,061

Down $435,406 (-51%) from 2016

Liabilities

Up

$597,617

Up $105,100 (+21%) from 2016

Revenue

Up

$274,206

Up $232,833 (+563%) from 2016

Expenses

Down

$709,612

Down $158,791 (-18%) from 2016

Net Income

Up

-$435,406

Up $391,624 (+47%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0M-$10MAssets 2010: $953,440Liabilities 2010: $254,238Net Assets 2010: $699,2022010Assets 2011: $1,423,328Liabilities 2011: $251,973Net Assets 2011: $1,171,3552011Assets 2012: $1,030,272Liabilities 2012: $108,607Net Assets 2012: $921,6652012Assets 2013: $648,684Liabilities 2013: $108,601Net Assets 2013: $540,0832013Assets 2014: $438,485Liabilities 2014: $120,765Net Assets 2014: $317,7202014Assets 2015: $1,977,436Liabilities 2015: $297,939Net Assets 2015: $1,679,4972015Assets 2016: $1,344,984Liabilities 2016: $492,517Net Assets 2016: $852,4672016Assets 2017: $1,014,678Liabilities 2017: $597,617Net Assets 2017: $417,0612017Assets 2018: $1,046,605Liabilities 2018: $1,007,070Net Assets 2018: $39,5352018Assets 2019: $489,889Liabilities 2019: $902,172Net Assets 2019: -$412,2832019Assets 2020: $51,341Liabilities 2020: $1,247,247Net Assets 2020: -$1,195,9062020Assets 2021: $14,696Liabilities 2021: $2,606,331Net Assets 2021: -$2,591,6352021Assets 2022: $43,595Liabilities 2022: $3,752,857Net Assets 2022: -$3,709,2622022Assets 2023: $76,815Liabilities 2023: $3,984,879Net Assets 2023: -$3,908,0642023Assets 2024: $22,253Liabilities 2024: $4,154,118Net Assets 2024: -$4,131,8652024Assets 2025: $20,701Liabilities 2025: $5,371,005Net Assets 2025: -$5,350,3042025

Highlighted filing

2017

Assets$1,014,678
Liabilities$597,617
Net Assets$417,061

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $834,7302010Expenses 2011: $1,031,7752011Expenses 2012: $883,3622012Revenue 2013: $298,472Expenses 2013: $680,054Net Income 2013: -$381,5822013Revenue 2014: $486,996Expenses 2014: $709,359Net Income 2014: -$222,3632014Revenue 2015: $2,154,559Expenses 2015: $792,782Net Income 2015: $1,361,7772015Revenue 2016: $41,373Expenses 2016: $868,403Net Income 2016: -$827,0302016Revenue 2017: $274,206Expenses 2017: $709,612Net Income 2017: -$435,4062017Revenue 2018: $623,850Expenses 2018: $1,001,376Net Income 2018: -$377,5262018Revenue 2019: $1,033,177Expenses 2019: $1,484,995Net Income 2019: -$451,8182019Revenue 2020: $366,903Expenses 2020: $1,156,429Net Income 2020: -$789,5262020Revenue 2021: $337,696Expenses 2021: $1,733,425Net Income 2021: -$1,395,7292021Revenue 2022: $214,882Expenses 2022: $1,332,509Net Income 2022: -$1,117,6272022Revenue 2023: $1,249,215Expenses 2023: $1,448,017Net Income 2023: -$198,8022023Revenue 2024: $927,400Expenses 2024: $1,151,201Net Income 2024: -$223,8012024Revenue 2025: $35,398Expenses 2025: $1,253,837Net Income 2025: -$1,218,4392025

Highlighted filing

2017

Revenue$274,206
Expenses$709,612
Net Income-$435,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 28, 2017
Return Version
2016v3.1
Gross Receipts
$274,206
Mission and Program Overview

Mission

Conferences, workshops, and meetings: fostering interdisciplinary communication and collaboration

Education, research, and communication

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$417,731$576,177▲ $158,446
Savings and Temporary Cash Investments$905,608$533,555▼ $372,053
Investments in Publicly Traded Securities$391,173$442,803▲ $51,630
Cash and Non-Interest-Bearing Accounts$5,173$32,087▲ $26,914
Prepaid Expenses and Deferred Charges$10,569--
Accounts Receivable$1,445--
Total Assets$1,344,984$1,014,678▼ $330,306
Other Assets Total$31,016$6,233▼ $24,783
Liabilities
Accounts Payable and Accrued Expenses$14,940$17,570▲ $2,630
Other Liabilities$58,996$3,870▼ $55,126
Deferred Revenue$850--
Total Liabilities$492,517$597,617▲ $105,100
Net Assets / Fund Balance
Unrestricted Net Assets$852,467$417,061▼ $435,406
Total Net Assets Fund Balance$852,467$417,061▼ $435,406
Total Liabilities and Net Assets / Fund Balance$1,344,984$1,014,678▼ $330,306
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yaneer Bar-yamPresident/clFT$180,402$5,373$185,775
Yaneer Bar-yamPresident/clerk-$180,402$5,373$185,775

Board Members and Trustees

NameTitle
Irving EpsteinDirector
John StermanDirector
Mehran KardarDirector
Richard CooperDirector
Jeffrey FuhrerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,980
Program Service Revenue
$210,649
Investment Income
$61,577
Other Revenue
$0
All Other Contributions
$1,980
Change in Net Assets
$-435,406

Audited Revenue Reconciliation

Revenue per Audited Statements
$274,206
Total Revenue per Audited Statements
$274,206
Total Revenue per Form 990
$274,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$513,221
Other Expenses$196,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,800$55,450-$277,250
Current Officers, Directors, Trustees, and Key Employees$144,322$36,080-$180,402
Occupancy$57,542--$57,542
Office Expenses$37,012--$37,012
Payroll Taxes$24,600$6,150-$30,750
Other Employee Benefits$19,855$4,964-$24,819
Fees for Services Accounting$11,738--$11,738
Insurance$2,966--$2,966
Other Expenses$2,728$759-$2,728
Travel$1,260--$1,260
All Other Expenses$1,050--$1,050
Total Functional Expenses$606,209$103,403$0$709,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$709,612
Total Expenses per Audited Statements$709,612
Total Expenses per Form 990$709,612
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dan BrahaBrother in LawHonorariumNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$417,731$576,177▲ $158,446
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Medical$3,303
Deferred Rent$567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's independent auditors prepare form 990 and provide the organization with a draft version. The organization reviews the form 990 and approves the draft version before the return is filed.

Form 990, Page 6, Part VI, Line 12C

The organization requires an annual review of the conflict of interest policy by all employees.

Form 990, Page 6, Part VI, Line 15A

The process for determining compensation of the president includes a review and approval by independent persons, comparability data and contemporaneous substantiation of the deliberation and decision by board of directors.

Form 990, Page 6, Part VI, Line 19

The organization makes all governing documents, the conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
New England Complex Systems
EIN
04-3332954
Phone
6175474100
Address
277 BROADWAY 1ST FLOOR, CAMBRIDGE, MA 02139

Signing Officer

Name
Yaneer Bar-yam
Title
President/clerk
Phone
6175474100
Signed
2017-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yaneer Bar-yam
Formed
1996
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
14

Preparer

Firm
Robert G Rice Pc
Address
196 BOSTON AVE STE 2000, MEDFORD, MA 02155-4252
Preparer
Robert G Rice Pc
Phone
7813962600
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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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IRS990ScheduleD/TotalRevenuePerForm990Amt0274206
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CLERK
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BROTHER IN LAW
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0(D) DESCRIPTION OF TRANSACTION: SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: YANEER BAY-YAM, PRESIDENT (B) PURPOSE OF LOAN: DEFERRED COMPENSATION SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: DAN BRAHA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BROTHER-IN-LAW TO THE PRESIDENT (C) AMOUNT OF TRANSACTION: 1,320 (D) DESCRIPTION OF TRANSACTION: HONORARIUM (E) SHARING OF ORGANIZATION REVENUES?: NO
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INDEPENDENT AUDITORS PREPARE FORM 990 AND PROVIDE THE ORGANIZATION WITH A DRAFT VERSION. THE ORGANIZATION REVIEWS THE FORM 990 AND APPROVES THE DRAFT VERSION BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY BY ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt014
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0606209
IRS990/TotalFunctionalExpensesGrp/TotalAmt0709612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0492517
IRS990/TotalLiabilitiesEOYAmt0597617
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IRS990/TotalLiabilitiesGrp/EOYAmt0597617
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0417061
IRS990/TotalOtherCompensationAmt05373
IRS990/TotalProgramServiceExpensesAmt0606209
IRS990/TotalProgramServiceRevenueAmt0210649
IRS990/TotalReportableCompFromOrgAmt0180402
IRS990/TotalRevenueGrp/ExclusionAmt051647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220579
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0274206
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01344984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01014678
IRS990/TravelGrp/ProgramServicesAmt01260
IRS990/TravelGrp/TotalAmt01260
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0852467
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0417061
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 CLAREMONT STREET
IRS990/USAddress/CityNm0NEWTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002458
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.NECSI.EDU
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YANEER BAR-YAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum06175474100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ENGLAND COMPLEX SYSTEMS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0043332954
ReturnHeader/Filer/PhoneNum06175474100
ReturnHeader/Filer/USAddress/AddressLine1Txt0277 BROADWAY 1ST FLOOR
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002139
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B71B131088508D738D45A9519FC41B6B1BE4655
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0261E7E614EB832D9F99E85A991EE160C4C794A3D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043105938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT G RICE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0196 BOSTON AVE STE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021554252
ReturnHeader/PreparerPersonGrp/PhoneNum07813962600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G RICE PC
ReturnHeader/ReturnTs02018-07-30T12:21:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.02$5.37$5.35$0.04$1.25$1.22
2024Detailed filing. Detailed filing data is available for this year.$0.02$4.15$4.13$0.93$1.15$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.08$3.98$3.91$1.25$1.45$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.04$3.75$3.71$0.21$1.33$1.12
2021Detailed filing. Detailed filing data is available for this year.$0.01$2.61$2.59$0.34$1.73$1.40
2020Summary only. Only limited summary data is available for this year.$0.05$1.25$1.20$0.37$1.16$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.90$0.41$1.03$1.48$0.45
2018Detailed filing. Detailed filing data is available for this year.$1.05$1.01$0.04$0.62$1.00$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.60$0.42$0.27$0.71$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.49$0.85$0.04$0.87$0.83
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.30$1.68$2.15$0.79$1.36
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.12$0.32$0.49$0.71$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.11$0.54$0.30$0.68$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.11$0.92$0.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.25$1.17$1.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.25$0.70$0.83