Civic Intelligence

Insurance Data Management Association Idma

990 • Fiscal year 2013 • EIN 06-1184889

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

Organization ProfileWWW.IDMA.ORG
545 Washington BlvdSuiteJersey City, NJ 07310-1686

(201) 469-3069

Siviq Scores

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

Liabilities / Assets

80th percentile

0.42x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

0.68x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$542,886

Up $108,264 (+25%) from 2012

Net Assets

Up

$313,851

Up $3,350 (+1.1%) from 2012

Liabilities

Up

$229,035

Up $104,914 (+85%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin41st percentile

Revenue

$336,492

No earlier filing loaded for comparison.

Expenses

Up

$333,142

Up $24,143 (+7.8%) from 2012

Net Income

$3,350

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $446,254Liabilities 2011: $148,562Net Assets 2011: $297,6922011Assets 2012: $434,622Liabilities 2012: $124,121Net Assets 2012: $310,5012012Assets 2013: $542,886Liabilities 2013: $229,035Net Assets 2013: $313,8512013Assets 2014: $625,991Liabilities 2014: $213,284Net Assets 2014: $412,7072014Assets 2015: $769,548Liabilities 2015: $331,686Net Assets 2015: $437,8622015Assets 2016: $919,665Liabilities 2016: $449,370Net Assets 2016: $470,2952016Assets 2017: $684,539Liabilities 2017: $308,545Net Assets 2017: $375,9942017Assets 2018: $969,167Liabilities 2018: $746,347Net Assets 2018: $222,8202018Assets 2019: $1,370,564Liabilities 2019: $1,353,723Net Assets 2019: $16,8412019

Highlighted filing

2013

Assets$542,886
Liabilities$229,035
Net Assets$313,851
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $334,6842011Expenses 2012: $308,9992012Revenue 2013: $336,492Expenses 2013: $333,142Net Income 2013: $3,3502013Revenue 2014: $473,712Expenses 2014: $374,856Net Income 2014: $98,8562014Revenue 2015: $462,235Expenses 2015: $437,080Net Income 2015: $25,1552015Revenue 2016: $505,754Expenses 2016: $473,321Net Income 2016: $32,4332016Revenue 2017: $453,318Expenses 2017: $547,619Net Income 2017: -$94,3012017Revenue 2018: $347,828Expenses 2018: $513,239Net Income 2018: -$165,4112018Revenue 2019: $497,449Expenses 2019: $703,428Net Income 2019: -$205,9792019

Highlighted filing

2013

Revenue$336,492
Expenses$333,142
Net Income$3,350
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.1
Gross Receipts
$336,492
Mission and Program Overview

Mission

To promote proficiency in the data management field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$300,000$300,000→ $0
Cash and Non-Interest-Bearing Accounts$134,622$242,886▲ $108,264
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$434,622$542,886▲ $108,264
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$68,021$114,532▲ $46,511
Deferred Revenue$56,100$114,503▲ $58,403
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$124,121$229,035▲ $104,914
Net Assets / Fund Balance
Unrestricted Net Assets$310,501$313,851▲ $3,350
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$310,501$313,851▲ $3,350
Total Liabilities and Net Assets / Fund Balance$434,622$542,886▲ $108,264
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
James ViveralliChair of the Board
Mark SiwekPresident
Nora FitzgeraldPresident-elect
Anne Marie SmithDirector
Beth GrossmanDirector
Carl ChristiansenDirector
Chuck FordhamDirector
David P ViscusiDirector
Ed MarynowitzDirector
Ellen SonkinDirector
Irfan AasiDirector
KEVIN O'LEARYDirector
Lucy DecaroDirector
Martin FrappolliDirector
Michael SpearsDirector
Monte AlmerDirector
Robert M LaliberteDirector
Robert RidingsDirector
Rose ChaseDirector
Salvatore EternoDirector
Timothy WisecarverDirector
Larry GehrkeMember at Large
Michael FreelMember-at-large
Thomas a NowakVP-administration
Tracy Ann SpadolaVP-bus Development
Jane ZawistowskiVP-education
Peter a MarottaVP-emerging Data Mgmt Issues
Aimee SiliatoVP-marketing
Christopher J JonesVP-practice Development
Gary W KnobleVP-professionalism
Revenue and Support

Revenue Composition

Contributions and Grants
$168,550
Program Service Revenue
$166,312
Investment Income
$1,630
Other Revenue
$0
Change in Net Assets
$3,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$336,492
Total Revenue per Audited Statements
$336,492
Total Revenue per Form 990
$336,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$215,016
Conferences and Meetings---$48,675
Occupancy---$12,000
Advertising---$7,899
Office Expenses---$6,702
Fees for Services Accounting---$6,624
Travel---$6,426
Other Expenses---$1,953
Total Functional Expenses$0$0$0$333,142

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$333,142
Total Expenses per Audited Statements$333,142
Total Expenses per Form 990$333,142
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

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

Governance Explanations

PART VI SECTION B, #11

“Form 990 is reviewed by the treasurer and the executive director. The executive director will review with the president and president elect. The president will report in the board meeting that they reviewed the 990 and anyone may contact the president and president elect if there are any questions on the filing.”

PART VI SECTION A, #2

“3 idma board members work at iso, inc., a related company. In addition, there are multiple business relationships. Some board members may work for companies who are members of idma.”

PART VI SECTION B, #10B, #12C

“Each executive committee meeting and board meeting includes the conflict of interest policy in its agenda. Therefore, board members are reminded that it is in force and they are expected to comply.”

PART VI SECTION C, #19

“The governing documents, conflict of interest policy and financial statements will be available upon request.”

PART VI SECTION B #15

“Two board members review and evaluate the executive director's performance, compensation packages and increases.”

Filing and Contact Details

Filer

EIN
06-1184889
In Care Of
% DIANE MONTERISI
Phone
2014693069

Signing Officer

Name
Diane Monterisi
Title
Officer
Signed
2014-10-29

Organization Details

Principal Officer
Diane Monterisi
Formed
1987
Legal Domicile
Ct
Voting Board Members
30
Independent Board Members
27
Employees
0
Volunteers
4

Preparer

Preparer
Martin a Krumholz
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,886
Liabilities
$229,035
Net assets
$313,851
Revenue
$336,492
Expenses
$333,142
Net income
$3,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$1.35$0.02$0.50$0.70$0.21
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.97$0.75$0.22$0.35$0.51$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.31$0.38$0.45$0.55$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.45$0.47$0.51$0.47$0.03
2015Summary only. Only limited summary data is available for this year.$0.77$0.33$0.44$0.46$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.21$0.41$0.47$0.37$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.23$0.31$0.34$0.33$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.12$0.31$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.15$0.30$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • $500k-$1M nonprofits