Civic Intelligence

Regional Plan Association Inc.

990 • Fiscal year 2018 • EIN 13-1624154

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

One Whitehall Street 16th FloorNew York, NY 10004

(212) 420-6613

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • NTEE S • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.07x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • NTEE S • $5M-$10M nonprofits • Source year 2018

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

2018 filings • NTEE S • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$322,498

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2018 filings • NTEE S • $5M-$10M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.0%

Faster asset growth than 43% of similar nonprofits.

2018 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$5,086,985

Down $463 (-0.0%) from 2017

Net Assets

Down

$4,750,705

Down $54,233 (-1.1%) from 2017

Liabilities

Up

$336,280

Up $53,770 (+19%) from 2017

Revenue

Up

$4,763,936

Up $748,752 (+19%) from 2017

Expenses

Down

$4,862,371

Down $509,224 (-9.5%) from 2017

Net Income

Up

-$98,435

Up $1,257,976 (+93%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,283,790Liabilities 2011: $414,052Net Assets 2011: $2,869,7382011Assets 2012: $3,314,825Liabilities 2012: $497,080Net Assets 2012: $2,817,7452012Assets 2013: $3,507,667Liabilities 2013: $614,402Net Assets 2013: $2,893,2652013Assets 2014: $4,799,297Liabilities 2014: $352,494Net Assets 2014: $4,446,8032014Assets 2015: $5,171,825Liabilities 2015: $337,794Net Assets 2015: $4,834,0312015Assets 2016: $6,302,466Liabilities 2016: $222,688Net Assets 2016: $6,079,7782016Assets 2017: $5,087,448Liabilities 2017: $282,510Net Assets 2017: $4,804,9382017Assets 2018: $5,086,985Liabilities 2018: $336,280Net Assets 2018: $4,750,7052018Assets 2019: $5,389,732Liabilities 2019: $435,498Net Assets 2019: $4,954,2342019Assets 2020: $5,356,626Liabilities 2020: $920,197Net Assets 2020: $4,436,4292020Assets 2021: $6,885,033Liabilities 2021: $1,682,505Net Assets 2021: $5,202,5282021Assets 2022: $6,316,976Liabilities 2022: $730,344Net Assets 2022: $5,586,6322022Assets 2023: $7,982,756Liabilities 2023: $2,064,631Net Assets 2023: $5,918,1252023Assets 2024: $8,680,270Liabilities 2024: $2,033,692Net Assets 2024: $6,646,5782024

Highlighted filing

2018

Assets$5,086,985
Liabilities$336,280
Net Assets$4,750,705

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,206,939Expenses 2011: $4,180,312Net Income 2011: $26,6272011Revenue 2012: $4,692,134Expenses 2012: $4,744,127Net Income 2012: -$51,9932012Revenue 2013: $6,040,566Expenses 2013: $5,965,046Net Income 2013: $75,5202013Revenue 2014: $7,958,544Expenses 2014: $6,405,006Net Income 2014: $1,553,5382014Revenue 2015: $6,735,599Expenses 2015: $6,348,371Net Income 2015: $387,2282015Revenue 2016: $5,825,964Expenses 2016: $4,608,814Net Income 2016: $1,217,1502016Revenue 2017: $4,015,184Expenses 2017: $5,371,595Net Income 2017: -$1,356,4112017Revenue 2018: $4,763,936Expenses 2018: $4,862,371Net Income 2018: -$98,4352018Revenue 2019: $4,548,283Expenses 2019: $4,427,379Net Income 2019: $120,9042019Revenue 2020: $3,951,663Expenses 2020: $4,509,418Net Income 2020: -$557,7552020Revenue 2021: $5,598,035Expenses 2021: $5,132,340Net Income 2021: $465,6952021Revenue 2022: $7,003,733Expenses 2022: $6,005,326Net Income 2022: $998,4072022Revenue 2023: $6,265,077Expenses 2023: $6,114,892Net Income 2023: $150,1852023Revenue 2024: $6,579,933Expenses 2024: $6,124,918Net Income 2024: $455,0152024

Highlighted filing

2018

Revenue$4,763,936
Expenses$4,862,371
Net Income-$98,435
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$5,624,822
Mission and Program Overview

Mission

Promote the improvement of the quality of life and economy in the new york, new jersey and connecticut tri-state region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,801,022$2,034,658▲ $233,636
Pledges and Grants Receivable$1,385,258$1,662,723▲ $277,465
Savings and Temporary Cash Investments$1,486,667$1,055,860▼ $430,807
Land, Buildings, and Equipment, Net$364,156$301,937▼ $62,219
Prepaid Expenses and Deferred Charges$49,845$31,307▼ $18,538
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$5,087,448$5,086,985▼ $463
Liabilities
Accounts Payable and Accrued Expenses$211,050$193,061▼ $17,989
Deferred Revenue$71,460$143,219▲ $71,759
Total Liabilities$282,510$336,280▲ $53,770
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,270,872$2,042,260▲ $771,388
Unrestricted Net Assets$2,242,967$1,392,014▼ $850,953
Permanently Rstr Net Assets$1,291,099$1,316,431▲ $25,332
Total Net Assets Fund Balance$4,804,938$4,750,705▼ $54,233
Total Liabilities and Net Assets / Fund Balance$5,087,448$5,086,985▼ $463

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$125,054$1,085,367$1,210,421
Leasehold Improvements$176,883$33,093$209,976

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,706,016$2,271,629▲ $99,085$1,531,166$4,545,564
2016$6,163,367$2,169,880▲ $178,758$4,805,989$3,706,016
2015$4,943,471$4,432,833▲ $48,212$3,261,149$6,163,367
2014$4,610,145$5,455,596-$5,122,270$4,943,471
2013$3,182,635$6,997,462-$5,569,952$4,610,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas K WrightPresidentFT$250,895$71,603$322,498
Chris JonesSenior Vice PresidentFT$148,610$21,776$170,386
Juliette MichaelsonExecutive Vice PresidentFT$144,655$20,504$165,159
Richard BaroneVP of TransportationFT$122,185$19,149$141,334
James FinchDirector of Finance and AdministrationFT$108,993$19,968$128,961
Rossana IvanovaVP of DevelopmentFT$105,076$12,391$117,467

Board Members and Trustees

NameTitle
Scott RechlerChair
Janette Sadik-kahnCo-chair
Lynne B SagalynCo-chair
Marcia BatesonCo-chair
Marilyn J TaylorCo-chair
Mark RicksCo-chair
Michael J CacaceCo-chair
Michael J CritelliCo-chair
Paul JosephsonCo-chair
Robert L BillingsleyCo-chair
Rohit AggarwalaCo-chair
The Honorable James J FlorioCo-chair
Douglas DurstVice Chair
Anaita KasadDirector
Andrew MathiasDirector
Anthony BorelliDirector
Anthony ShorrisDirector
Ben KormanDirector
Charles AvolioDirector
Christoper LatusoDirector
Christopher HahnDirector
Clint PlummerDirector
Darryl TownsDirector
David ArmourDirector
Denise M RichardsonDirector
Doreen M FrascaDirector
Douglas MccoachDirector
Dylan HixonDirector
Elliot G SanderDirector
Eugenie BirchDirector
Eva Lauren DurstDirector
Frank CohenDirector
Gary RoseDirector
Giacomo BarbieriDirector
Gregg RechlerDirector
Gregory a KellyDirector
H Claude ShostalDirector
Hope KnightDirector
James F FitzgeraldDirector
James J BorelliDirector
Jan NicholsonDirector
Jane VeronDirector
Jason PostDirector
Jennifer SkylerDirector
Jill LernerDirector
Jo Ivey BouffordDirector
John SantoraDirector
Jonathan GoldstickDirector
Jose Luis CruzDirector
Judith LaganoDirector
Jun ChoiDirector
Kenneth T JacksonDirector
Kent SwigDirector
Kerry HughesDirector
Kevin ChaversDirector
Kevin J PearsonDirector
Kevin WillensDirector
Kyle KimballDirector
Mark BlumkinDirector
Mark MarcucciDirector
Maxine GriffithDirector
Michael J ReganDirector
Michael J SweeneyDirector
Michal DemarcoDirector
Milton PuryearDirector
Mitchell a KorbeyDirector
Monica Slater StokesDirector
Peggy ShepardDirector
Peter W HermanDirector
Philippe VisserDirector
Rachel HaotDirector
Reuben TeagueDirector
Richard HarayDirector
Richard L OramDirector
Richard T ThigpenDirector
Robert BlumenthalDirector
Robert D YaroDirector
Robert K SteelDirector
Robert StromstedDirector
Ryan SimonettiDirector
Sabrina KannerDirector
Samuel SchwartzDirector
Seth PinksyDirector
Stephen R BeckwithDirector
Steve DenningDirector
Susan L SolomonDirector
Suzanne HeidelbergerDirector
The Honorable Anthony R CosciaDirector
The Honorable Richard RavitchDirector
Thomas KlimDirector
Thomas Patrick Dore JrDirector
Thomas PrendergastDirector
Timur F GalenDirector
Todd RichmanDirector
Tokumbo ShobowaleDirector
Tonio BurgosDirector
Travis TerryDirector
Trent LethcoDirector
Vishaan ChakrabartiDirector
Winston FisherDirector
David S HuntingtonCounsel
Matthew S KissnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,343,973
Program Service Revenue
$0
Investment Income
$55,606
Other Revenue
$364,357
All Other Contributions
$3,708,779
Change in Net Assets
$-98,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,763,936
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,202
Total Revenue per Audited Statements
$4,808,138
Total Revenue per Form 990
$4,763,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,796,263
Other Expenses$2,066,108
Total Fundraising Expense$527,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,640,170$95,778$242,779$1,978,727
Fees for Services Other$1,004,876-$99,186$1,104,062
Occupancy$387,231$21,447$54,361$463,039
Current Officers, Directors, Trustees, and Key Employees$264,676$15,883$39,391$319,950
Other Employee Benefits$188,491$12,800$28,796$230,087
Payroll Taxes$141,768$8,279$20,985$171,032
Information Technology$107,295$5$2,092$109,392
Pension Plan Contributions$79,027$5,367$12,073$96,467
Office Expenses$70,116$7,503$7,555$85,174
Depreciation Depletion$54,042$3,156$7,999$65,197
Conferences and Meetings$53,661$4,177$3,832$61,670
Advertising$28,208$259$119$28,586
Travel$23,204$676$523$24,403
Fees for Services Accounting$966$22,734-$23,700
Other Expenses$3,528$961$439$4,928
Total Functional Expenses$4,097,431$237,518$527,422$4,862,371

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,862,371
Total Expenses per Audited Statements$4,862,371
Total Expenses per Form 990$4,862,371
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$761,613
Fundraising Direct Expenses$397,620
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reg. Assembly$1,171,712$761,613$115,486$646,127
Total Events$1,171,712$761,613$397,620$363,993
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Part VI, Section A, Line 2

Douglas durst, vice chair is the father in-law of eva durst, director. Scott rechler, chair and greg rechler, director are brothers.

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

The form 990 will be presented to the audit and finance committee for review prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The policy is discussed with the board at the annual meeting when the forms are handed out. Board members must sign the form annually.

Form 990, Part VI, Section B, Line 15

The audit and finance committee discusses and approves the president and executive director's salary.

Form 990, Part VI, Section C, Line 19

The association make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Regional Plan Association Inc
EIN
13-1624154
Phone
2124206613
Address
ONE WHITEHALL STREET 16TH FLOOR, NEW YORK, NY 10004

Signing Officer

Name
Thomas K Wright
Title
President
Phone
2124206613
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas K Wright
Formed
1929
Legal Domicile
Ny
Voting Board Members
92
Independent Board Members
91
Employees
46
Volunteers
0

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
James J Reilly
Phone
2126617777
Supplemental Narrative

Additional Explanations

Part III - Line 1

Regional plan association, inc. (the "association") is america's oldest and most distinguished independent urban research and advocacy group. The association prepares long range plans and policies to guide the growth and development of the new york - new jersey - connecticut metropolitan region. The association also provides leadership on national infrastructure, sustainability, and competitiveness concerns. The association enjoys broad support from the region's and nation's business, philanthropic, civic and planning communities. The nation's most influential independent regional planning organization since 1922, the association has a storied history but is more relevant than ever in the 21st century. The association's first plan in 1929 provided the blueprint for the transportation and open space networks that we take for granted today. The second plan, completed in 1968, was instrumental in restoring our deteriorated mass transit system, preserving threatened natural resources and revitalizing our urban centers. Released in 1996, the association's third regional plan, "a region at risk," warned that new global trends had fundamentally altered new york's national and global position. The plan called for building a seamless 21st century mass transit system, creating a three-million-acre greensward network of protected natural resource systems, maintaining half the region's employment in urban centers, and assisting minority and immigrant communities to fully participate in the economic mainstream. The association's current work is aimed largely at implementing the ideas put forth in the third regional plan, with efforts focused in five project areas: community design, open space, transportation, workforce and the economy, and housing.

Form 990, Part IX, Line 11G

Senior fellows: program service expenses 54,320. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,320. General: program service expenses 843,009. Management and general expenses 0. Fundraising expenses 99,186. Total expenses 942,195. Payroll: program service expenses 11,317. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,317. Network support: program service expenses 47,721. Management and general expenses 0. Fundraising expenses 0. Total expenses 47,721. Insurance: program service expenses 48,509. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,509.

Financial Statement Notes

PART V, LINE 4:

Board-designated net assets consist of contributions in connection with the capital campaign and it is the intent of the association to preserve the principal; however, the donors have granted the association the flexibility to use the principal at the discretion of the board of directors. Temporarily restricted net assets represent expendable gifts and grants received, which are restricted by the donor or pertain to future periods. When the funds are spent, they are released from their restriction. Permanently restricted net assets have been restricted by the donor and are to be kept by the association in perpetuity. However, the association is permitted to expend the revenue derived from the assets.

Raw XML AppendixShowing 400 of 1,289 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/Desc04TH PLAN - FOR MORE THAN 90 YEARS, REGIONAL PLAN ASSOCIATION HAS DEVELOPED GROUNDBREAKING LONG-RANGE PLANS TO GUIDE THE GROWTH OF THE NEW YORK METROPOLITAN AREA. IDEAS AND RECOMMENDATIONS PUT FORTH IN THESE PLANS HAVE LED TO THE ESTABLISHMENT OF SOME OF THE REGION'S MOST SIGNIFICANT ACHIEVEMENTS IN INFRASTRUCTURE, OPEN SPACE AND EXPANSION OF ECONOMIC OPPORTUNITY. THE ASSOCIATION IS CURRENTLY AT WORK ON THE FOURTH REGIONAL PLAN, A MULTIYEAR INITIATIVE TO CRAFT A VISION FOR THE METROPOLITAN REGION'S GROWTH, SUSTAINABILITY AND GOOD GOVERNANCE FOR THE NEXT 25 YEARS. WORKING WITH POLICY EXPERTS, CIVIC LEADERS AND COMMUNITY GROUPS, THE ASSOCIATION WILL PROPOSE POLICIES AND INVESTMENTS TO ENSURE THE REGION'S SUCCESS FOR ALL RESIDENTS. TO LEARN MORE ABOUT THE FOURTH PLAN, PLEASE VISIT WWW.RPA.ORG/FOURTH-PLAN.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt790

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.68$2.03$6.65$6.58$6.12$0.46
2023Detailed filing. Detailed filing data is available for this year.$7.98$2.06$5.92$6.27$6.11$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.73$5.59$7.00$6.01$1.00
2021Detailed filing. Detailed filing data is available for this year.$6.89$1.68$5.20$5.60$5.13$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.92$4.44$3.95$4.51$0.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.44$4.95$4.55$4.43$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.34$4.75$4.76$4.86$0.10
2017Summary only. Only limited summary data is available for this year.$5.09$0.28$4.80$4.02$5.37$1.36
2016Summary only. Only limited summary data is available for this year.$6.30$0.22$6.08$5.83$4.61$1.22
2015Summary only. Only limited summary data is available for this year.$5.17$0.34$4.83$6.74$6.35$0.39
2014Summary only. Only limited summary data is available for this year.$4.80$0.35$4.45$7.96$6.41$1.55
2013Summary only. Only limited summary data is available for this year.$3.51$0.61$2.89$6.04$5.97$0.08
2012Summary only. Only limited summary data is available for this year.$3.31$0.50$2.82$4.69$4.74$0.05
2011Summary only. Only limited summary data is available for this year.$3.28$0.41$2.87$4.21$4.18$0.03