Civic Intelligence

Employee Assistance Roundtable Inc

990EZ • Fiscal year 2014 • EIN 06-1233687

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profilewww.earoundtable.com
5203 Shadow Glen DrGrapevine, TX 76051

(281) 575-3904

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

21st percentile

-10.0%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$17,406

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-6.8%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$114,726

Down $8,385 (-6.8%) from 2013

Net Assets

Down

$114,726

Down $8,385 (-6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin21st percentile

Revenue

Down

$84,003

Down $14,642 (-15%) from 2013

Expenses

Up

$92,388

Up $19,836 (+27%) from 2013

Net Income

Down

-$8,385

Down $34,478 (-132%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2010: $89,944Net Assets 2010: $89,9442010Assets 2011: $90,067Net Assets 2011: $90,0672011Assets 2012: $97,018Net Assets 2012: $97,0182012Assets 2013: $123,111Liabilities 2013: $0Net Assets 2013: $123,1112013Assets 2014: $114,726Liabilities 2014: $0Net Assets 2014: $114,7262014Assets 2015: $135,395Liabilities 2015: $0Net Assets 2015: $135,3952015Assets 2016: $139,214Liabilities 2016: $0Net Assets 2016: $139,2142016Assets 2017: $136,981Liabilities 2017: $0Net Assets 2017: $136,9812017Assets 2018: $137,290Liabilities 2018: $0Net Assets 2018: $137,2902018Assets 2019: $141,927Liabilities 2019: $0Net Assets 2019: $141,9272019Assets 2020: $157,483Liabilities 2020: $0Net Assets 2020: $157,4832020Assets 2021: $180,500Liabilities 2021: $0Net Assets 2021: $180,5002021Assets 2022: $165,033Liabilities 2022: $0Net Assets 2022: $165,0332022Assets 2023: $156,799Liabilities 2023: $0Net Assets 2023: $156,7992023Assets 2024: $114,688Net Assets 2024: $114,6882024

Highlighted filing

2014

Assets$114,726
Liabilities$0
Net Assets$114,726
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0-$50KRevenue 2010: $67,219Expenses 2010: $93,969Net Income 2010: -$26,7502010Revenue 2011: $71,305Expenses 2011: $71,071Net Income 2011: $2342011Revenue 2012: $70,451Expenses 2012: $63,116Net Income 2012: $7,3352012Revenue 2013: $98,645Expenses 2013: $72,552Net Income 2013: $26,0932013Revenue 2014: $84,003Expenses 2014: $92,388Net Income 2014: -$8,3852014Revenue 2015: $89,034Expenses 2015: $68,365Net Income 2015: $20,6692015Revenue 2016: $77,578Expenses 2016: $73,759Net Income 2016: $3,8192016Revenue 2017: $72,685Expenses 2017: $74,918Net Income 2017: -$2,2332017Revenue 2018: $64,520Expenses 2018: $64,211Net Income 2018: $3092018Revenue 2019: $73,574Expenses 2019: $68,937Net Income 2019: $4,6372019Revenue 2020: $35,311Expenses 2020: $19,755Net Income 2020: $15,5562020Revenue 2021: $45,727Expenses 2021: $22,710Net Income 2021: $23,0172021Revenue 2022: $61,929Expenses 2022: $77,396Net Income 2022: -$15,4672022Revenue 2023: $68,261Expenses 2023: $76,495Net Income 2023: -$8,2342023Revenue 2024: $56,960Expenses 2024: $99,071Net Income 2024: -$42,1112024

Highlighted filing

2014

Revenue$84,003
Expenses$92,388
Net Income-$8,385
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$84,003
Mission and Program Overview

Mission

See Schedule O, Statement 1

See Statement 3

Program Services

DescriptionGrantsExpenses
TO PROVIDE FORUMS FOR CONFIDENTIAL DISCUSSION AMONG MANAGERS OF EMPLOYEE ASSISTANCE PROGRAMS.-$74,982
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY SAYLORAdministratorPT$17,406-$17,406
CHRISTOPHER PAWSONPresident-$0--
DANIEL S HUGHESVice President-$0--
MICHELLE SPEARINGTreasurer-$0--
KAREN FRANKLINSecretary-$0--
MICHELLE MORRISMember-At-Large-$0--
DANIEL J CONTIMember-At-Large-$0--
MARIA BESENKIMember-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Employee Assistance Roundtable Inc
EIN
06-1233687
Phone
2815753904
Address
5203 Shadow Glen Dr, Grapevine, TX 76051

Signing Officer

Name
Michelle Spearing
Title
Treasurer
Phone
2815753904
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hatter & Associates Llp
Address
1300 S UNIVERSITY DR STE 620, FORT WORTH, TX 76107-5766
Preparer
Walter D Hatter
Phone
8173359258
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Credit card fees 2489. Web design 1559. Conference expenses 52938. Travel 6938. Speakers expenses 3322. Membership expenses 362. Office supplies 492. Supplies 181. Other costs 6581. Professional development fees 120.”

Form 990EZ, Part II, Line 24

“Accounts receivable 2500. 0. Dues from sks 124. 0.”

Raw XML Appendix122 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/ZIPCd077032
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IRS990EZ/ExcessOrDeficitForYearAmt0-8385
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt717406
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER PAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL S HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE SPEARING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL J CONTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIA BESENKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHERRY SAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member-at-large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Administrator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02624
IRS990EZ/OtherExpensesTotalAmt074982
IRS990EZ/PrimaryExemptPurposeTxt0See Statement 3
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074982
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt084003
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.earoundtable.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CREDIT CARD FEES 2489. WEB DESIGN 1559. CONFERENCE EXPENSES 52938. TRAVEL 6938. SPEAKERS EXPENSES 3322. MEMBERSHIP EXPENSES 362. OFFICE SUPPLIES 492. SUPPLIES 181. OTHER COSTS 6581. PROFESSIONAL DEVELOPMENT FEES 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2500. 0. DUES FROM SKS 124. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02815753904
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Employee Assistance Roundtable Inc
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0061233687
ReturnHeader/Filer/PhoneNum02815753904
ReturnHeader/Filer/USAddress/AddressLine1Txt05203 Shadow Glen Dr
ReturnHeader/Filer/USAddress/CityNm0Grapevine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076051
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761075766
ReturnHeader/PreparerPersonGrp/PhoneNum08173359258
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER D HATTER
ReturnHeader/ReturnTs02015-05-12T13:01:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,726
Liabilities
$0
Net assets
$114,726
Revenue
$84,003
Expenses
$92,388
Net income
-$8,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.57$0.99$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.68$0.76$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.62$0.77$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.46$0.23$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.35$0.20$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.74$0.69$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.65$0.64$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.73$0.75$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.78$0.74$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.89$0.68$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.84$0.92$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.99$0.73$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$0.70$0.63$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$0.71$0.71$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$0.67$0.94$0.27