Civic Intelligence

Regional Plan Association Inc.

990 • Fiscal year 2020 • EIN 13-1624154

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 18, 2021

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

45th percentile

0.17x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • NTEE S • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.23x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • NTEE S • $5M-$10M nonprofits • Source year 2020

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2020 filings • NTEE S • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$380,117

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • NTEE S • $5M-$10M nonprofits • Source year 2020

Asset Growth

40th percentile

-0.6%

Faster asset growth than 40% of similar nonprofits.

2020 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,356,626

Down $33,106 (-0.6%) from 2019

Net Assets

Down

$4,436,429

Down $517,805 (-10%) from 2019

Liabilities

Up

$920,197

Up $484,699 (+111%) from 2019

Revenue

Down

$3,951,663

Down $596,620 (-13%) from 2019

Expenses

Up

$4,509,418

Up $82,039 (+1.9%) from 2019

Net Income

Down

-$557,755

Down $678,659 (-561%) from 2019

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

2020

Assets$5,356,626
Liabilities$920,197
Net Assets$4,436,429

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

2020

Revenue$3,951,663
Expenses$4,509,418
Net Income-$557,755
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 18, 2021
Return Version
2019v5.1
Gross Receipts
$4,998,040
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,226,462$2,390,280▲ $163,818
Savings and Temporary Cash Investments$1,641,739$1,643,861▲ $2,122
Pledges and Grants Receivable$1,249,459$1,085,944▼ $163,515
Land, Buildings, and Equipment, Net$257,771$220,835▼ $36,936
Prepaid Expenses and Deferred Charges$13,801$15,206▲ $1,405
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$5,389,732$5,356,626▼ $33,106
Liabilities
Unsecured Notes Loans Payable-$516,900-
Accounts Payable and Accrued Expenses$283,777$243,074▼ $40,703
Deferred Revenue$151,721$160,223▲ $8,502
Total Liabilities$435,498$920,197▲ $484,699
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,434,811$2,887,315▼ $547,496
Net Assets Without Donor Restrictions$1,519,423$1,549,114▲ $29,691
Total Net Assets Fund Balance$4,954,234$4,436,429▼ $517,805
Total Liabilities and Net Assets / Fund Balance$5,389,732$5,356,626▼ $33,106

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,966$1,140,689$1,233,655
Leasehold Improvements$127,869$82,107$209,976

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,664,683$1,562,697▲ $72,314$2,159,580$4,140,114
2018$4,545,564$1,834,968▲ $90,001$1,805,850$4,664,683
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas K WrightPresident & CEOFT$300,000$80,117$380,117
Chris JonesSenior Vice PresidentFT$148,000$21,051$169,051
Robert FreudenbergVP for Energy & EnvironmentFT$127,500$24,919$152,419
Kate SlevinSenior Vice President/state Programs & AdvocacyFT$135,750$15,608$151,358
Kate SlevinSenior Vice President/state Programs-$135,750$15,608$151,358
Julie TruaxDevelopment DirectorFT$142,159$4,834$146,993
James FinchDirector of Finance & Admin.FT$122,500$21,175$143,675

Board Members and Trustees

NameTitle
Scott RechlerChair
James RubinCo-chair
Jason PostCo-chair
Judith LaganoCo-chair
Jun ChoiCo-chair
Lynne B SagalynCo-chair
Marcia BatesonCo-chair
Michael CacaceCo-chair
Sarah FittsCo-chair
Hope KnightCo-chair/co-treasurer
Tokumbo ShobowaleCo-chair/co-treasurer
Douglas DurstVice Chair
Matthew S KissnerVice Chair
Aditya SanghviDirector
Ali ChaudhryDirector
Alix AnfangDirector
Anaita KasadDirector
Andrew MathiasDirector
Angela PinskyDirector
Anthony BorelliDirector
Anthony CosciaDirector
Anthony ShorrisDirector
Barry LangerDirector
Ben KormanDirector
Blair DuncanDirector
Brian HughesDirector
Charles AvolioDirector
Christopher HahnDirector
Christopher LevendosDirector
Claire WeiszDirector
Clint PlummerDirector
David ArmourDirector
David QuartDirector
Dylan HixonDirector
Elliot G SanderDirector
Eugenie BirchDirector
Eva Lauren DurstDirector
Frank CohenDirector
Gerry RosenbergDirector
Gregg RechlerDirector
H Claude ShostalDirector
Henry CisnerosDirector
Hon Darryl TownsDirector
Jan NicholsonDirector
Jane VeronDirector
Janette Sadik-khanDirector
Jennifer SkylerDirector
Jill LernerDirector
Jo Ivey BouffordDirector
John PorcariDirector
John SantoraDirector
Joseph Barile EsqDirector
Kate WittelsDirector
Kathleen KnightDirector
Kerry HughesDirector
Kevin WillensDirector
Kyle KimballDirector
Leecia EveDirector
Linda HarrisonDirector
Lisa Giuffra DiazDirector
Marilyn TaylorDirector
Mark BlumkinDirector
Mark MarcucciDirector
Mary Margaret JonesDirector
Maxine GriffithDirector
Michael J ReganDirector
Michael J SweeneyDirector
Michael KeenanDirector
Miguel GaminoDirector
Monica Slater StokesDirector
Nadir SettlesDirector
PETER D' ARCYDirector
Paul GertnerDirector
Paul JosephsonDirector
Peggy ShepardDirector
Peter GlusDirector
Peter W HermanDirector
Philippe VisserDirector
Rachel HaotDirector
Reuben TeagueDirector
Richard J HarayDirector
Richard L OramDirector
Richard T ThigpenDirector
Robert BlumenthalDirector
Robert K SteelDirector
Robert L BillingsleyDirector
Rohit AggarwalaDirector
Ryan SimonettiDirector
Sabrina KannerDirector
Samuel I SchwartzDirector
Seth PinksyDirector
Stephen R BeckwithDirector
Steve DenningDirector
Sue LeeDirector
Susan L SolomonDirector
Susannah DrakeDirector
Thomas PrendergastDirector
Tonio BurgosDirector
Travis TerryDirector
Trent LethcoDirector
Vincent CassanoDirector
Vishaan ChakrabartiDirector
Winston FisherDirector
David S HuntingtonCounsel
Revenue and Support

Revenue Composition

Contributions and Grants
$3,639,380
Program Service Revenue
$0
Investment Income
$62,737
Other Revenue
$249,546
All Other Contributions
$3,533,495
Change in Net Assets
$-557,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,930,768
Revenue Not Reported on Financial Statements
$20,895
Revenue Not Reported on Form 990
$39,950
Total Revenue per Audited Statements
$3,970,718
Total Revenue per Form 990
$3,951,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,014,406
Other Expenses$1,495,012
Total Fundraising Expense$774,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,629,041$86,561$425,949$2,141,551
Fees for Services Other$563,766$12,283$40,311$616,360
Occupancy$305,857$96,894$79,814$482,565
Current Officers, Directors, Trustees, and Key Employees$294,329$16,465$78,093$388,887
Other Employee Benefits$163,170$11,785$46,937$221,892
Payroll Taxes$119,561$37,953$31,262$188,776
Office Expenses$70,021$21,939$29,301$121,261
Pension Plan Contributions$53,902$3,893$15,505$73,300
Information Technology$47,288$13,223$10,892$71,403
Travel$45,943$1,564$1,595$49,102
Depreciation Depletion$30,949$9,824$8,092$48,865
Conferences and Meetings$30,126$3,654$6,407$40,187
Fees for Services Accounting-$24,400-$24,400
Fees for Service Investment Mgmnt Fees-$20,895-$20,895
Other Expenses-$10,000-$10,000
Fees for Services Legal-$9,803-$9,803
Advertising$127$24$20$171
Total Functional Expenses$3,354,080$381,160$774,178$4,509,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,509,418
Expenses per Audited Statements$4,488,523
Total Expenses per Audited Statements$4,488,523
Expenses Not Reported on Financial Statements$20,895
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$490,657
Fundraising Direct Expenses$269,824
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$519,907$490,657$170,546$320,111
Total Events$519,907$490,657$269,824$220,833
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 35% controlled entity
No
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 conflict of interest policy is discussed with the board at the annual meeting when the forms are distributed. Board members must sign coi statements on an annual basis.

Form 990, Part VI, Section B, Line 15

A review of form 990 of similar nonprofit organizations of a similar size and budget to the association was done by the treasurer. The executive committee deliberated and made the final decision on the president's salary. 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 upon request.

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
2021-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas K Wright
Formed
1929
Legal Domicile
Ny
Voting Board Members
106
Independent Board Members
106
Employees
44
Volunteers
106

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA, 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

Other professional fees: program service expenses 563,766. Management and general expenses 12,283. Fundraising expenses 40,311. Total expenses 616,360.

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.

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IRS990/Desc0NEW CITY PARKS - RPA'S NEW CITY PARKS INITIATIVE WORKS IN SMALL CITIES TO CREATE AND/OR REVITALIZE PARKS IN LOW INCOME AND COMMUNITIES OF COLOR. WORKING WITH THE MAYORS AND LOCAL COMMUNITIES, NCP IDENTIFIES, DESIGNS, BUDGETS AND HELPS TO RAISE DOLLARS TO BUILD OUT NEW PARKS WITHIN A TEN MINUTE WALK OF COMMUNITIES THAT HAVE FEW PARKS. OUR FIRST CITIES ARE BALTIMORE, JERSEY CITY, PASSAIC, POUGHKEEPSIE AND BUFFALO; TO DATE, WE HAVE BROKEN GROUND ON THREE NEW OR REVITALIZED PARK OPPORTUNITIES.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt650
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt660

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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