Civic Intelligence

Regional Plan Association Inc.

990 • Fiscal year 2021 • EIN 13-1624154

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 08, 2022

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

52nd percentile

0.24x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • NTEE S • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.30x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • NTEE S • $5M-$10M nonprofits • Source year 2021

Net Margin

54th percentile

8.3%

Higher net margin than 54% of similar nonprofits.

2021 filings • NTEE S • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$391,486

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2021 filings • NTEE S • $5M-$10M nonprofits • Source year 2021

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2021 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

42%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • NTEE S • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$6,885,033

Up $1,528,407 (+29%) from 2020

Net Assets

Up

$5,202,528

Up $766,099 (+17%) from 2020

Liabilities

Up

$1,682,505

Up $762,308 (+83%) from 2020

Revenue

Up

$5,598,035

Up $1,646,372 (+42%) from 2020

Expenses

Up

$5,132,340

Up $622,922 (+14%) from 2020

Net Income

Up

$465,695

Up $1,023,450 (+183%) from 2020

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

2021

Assets$6,885,033
Liabilities$1,682,505
Net Assets$5,202,528

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

2021

Revenue$5,598,035
Expenses$5,132,340
Net Income$465,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.2
Gross Receipts
$6,406,490
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$2,390,280$2,908,571▲ $518,291
Savings and Temporary Cash Investments$1,643,861$2,575,824▲ $931,963
Pledges and Grants Receivable$1,085,944$1,203,202▲ $117,258
Land, Buildings, and Equipment, Net$220,835$190,063▼ $30,772
Prepaid Expenses and Deferred Charges$15,206$7,373▼ $7,833
Cash and Non-Interest-Bearing Accounts$500--
Total Assets$5,356,626$6,885,033▲ $1,528,407
Liabilities
Unsecured Notes Loans Payable$516,900$1,033,845▲ $516,945
Accounts Payable and Accrued Expenses$243,074$479,935▲ $236,861
Deferred Revenue$160,223$168,725▲ $8,502
Total Liabilities$920,197$1,682,505▲ $762,308
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,887,315$3,958,040▲ $1,070,725
Net Assets Without Donor Restrictions$1,549,114$1,244,488▼ $304,626
Total Net Assets Fund Balance$4,436,429$5,202,528▲ $766,099
Total Liabilities and Net Assets / Fund Balance$5,356,626$6,885,033▲ $1,528,407

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$86,704$1,159,884$1,246,588
Leasehold Improvements$103,359$106,617$209,976

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$4,140,114$3,152,681▲ $526,233$2,340,013$5,479,015
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas K WrightPresident & CEOFT$316,702$74,784$391,486
Kate SlevinExecutive VPFT$158,910$20,955$179,865
Julie TruaxVP of DevelopmentFT$137,200$28,893$166,093
Chris JonesSenior VPFT$140,055$22,934$162,989
Robert FreudenbergVP for Energy & EnvironmentFT$121,453$27,838$149,291
Moses GatesVP of Housing and Neighborhood ProgramsFT$122,656$23,964$146,620

Board Members and Trustees

NameTitle
Scott RechlerChairman
Anaita KasadCo-chair
Angela PinskyCo-chair
Anthony ShorrisCo-chair
Henry CisnerosCo-chair
Hon June ChoiCo-chair
Hope KnightCo-chair
James RubinCo-chair
Jill LernerCo-chair
Judith LanganoCo-chair
Kathleen KnightCo-chair
Marcia BatesonCo-chair
Maxine GriffithCo-chair
Michael J CacaseCo-chair
Nick DhimitriCo-chair
Paul JosephsonCo-chair
Robert BillingsleyCo-chair
Robert SteelCo-chair
Rohit AggarwalaCo-chair
Sarah FittsCo-chair
Seth PinskyCo-chair
Tokumbo ShobowaleCo-chair
Travis TerryCo-chair
Trent LethcoCo-chair
Douglas DurstVice Chair
Hope KnightVice Chair
Matthew S KissnerVice Chair
Aditya SanghviDirector
Ali ChaudryDirector
Alix AnfansDirector
Andrew MathiasDirector
Anthony BorelliDirector
Anthony CosciaDirector
Axel CarrionDirector
Barry LangerDirector
Blair DuncanDirector
Brian HughesDirector
Cheryl MckissackDirector
Christopher HahnDirector
Christopher LevendosDirector
Claire WeiszDirector
Clint PlummerDirector
Craig CovilDirector
David KoorisDirector
David QuartDirector
Dylan HixonDirector
Elliot SanderDirector
Ernest TollersonDirector
Eugenie BirchDirector
Eva DurstDirector
Frank CohenDirector
Gagangeep SinghDirector
Gerry RosbergDirector
Gregory KellyDirector
H Claude ShostalDirector
Herminia PalacioDirector
Jan NicholsonDirector
Jane VeronDirector
Janette Sadik-khanDirector
Janice FullerDirector
Jason PostDirector
Jerry JanettiDirector
Jo Ivey BouffordDirector
John PorcariDirector
John SantoraDirector
Jose OrtizDirector
Jospeh BarileDirector
Kate WittelsDirector
Kerry HughesDirector
Kevin WillensDirector
Kyle KimballDirector
Leecia EveDirector
Linda HarrisonDirector
Lisa DiazDirector
Lynne SagalynDirector
Marilyn TaylorDirector
Mark BlumkinDirector
Mark MarcucciDirector
Marsha SmithDirector
Mary Margaret JonesDirector
Michael CacaceDirector
Michael KeenanDirector
Michael ReganDirector
Michael SweeneyDirector
Miguel GambinoDirector
Monica Slater StokesDirector
Nadir SettlesDirector
PETER D'ARCYDirector
Paul GertnerDirector
Peggy ShepardDirector
Peter GlusDirector
Peter HermanDirector
Philippe VisserDirector
Reuben TeagueDirector
Richard HarayDirector
Richard OramDirector
Richard ThigpenDirector
Robert BlumenthalDirector
Ryan SimonettiDirector
Sabrina KannerDirector
Samuel SchwartzDirector
Shari HymanDirector
Sol Marie Alfonso-jonesDirector
Stephen BeckwithDirector
Steven DenningDirector
Sue LeeDirector
Susan SolomonDirector
Susannah DrakeDirector
Tonio BurgosDirector
Vincent CassanoDirector
Vishaan ChakrabartiDirector
Winston FisherDirector
David S HuntingtonCounsel
Revenue and Support

Revenue Composition

Contributions and Grants
$5,569,437
Program Service Revenue
$0
Investment Income
$226,321
Other Revenue
$-197,723
All Other Contributions
$4,524,973
Change in Net Assets
$465,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,575,017
Revenue Not Reported on Financial Statements
$23,018
Revenue Not Reported on Form 990
$300,404
Total Revenue per Audited Statements
$5,875,421
Total Revenue per Form 990
$5,598,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,986,467
Other Expenses$2,145,873
Total Fundraising Expense$680,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,583,077$119,711$361,198$2,063,986
Fees for Services Other$1,268,025$69,687$56,003$1,393,715
Occupancy$298,638$116,443$68,088$483,169
Current Officers, Directors, Trustees, and Key Employees$290,097$22,485$66,603$379,185
Other Employee Benefits$195,409$17,861$46,203$259,473
Payroll Taxes$110,373$43,041$25,182$178,596
Office Expenses$67,351$22,707$23,276$113,334
Pension Plan Contributions$79,131$7,155$18,941$105,227
Information Technology$41,412$11,934$7,671$61,017
Depreciation Depletion$27,013$10,533$6,159$43,705
Fees for Service Investment Mgmnt Fees-$23,018-$23,018
Other Expenses-$19,189-$19,189
Travel$3,883$545$318$4,746
Advertising$1,758$49$1,067$2,874
Conferences and Meetings$611$248$247$1,106
Total Functional Expenses$3,966,778$484,606$680,956$5,132,340

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,132,340
Expenses per Audited Statements$5,109,322
Total Expenses per Audited Statements$5,109,322
Expenses Not Reported on Financial Statements$23,018
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 Direct Expenses$226,909
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$338,022-$92,038-
Assembly$146,752-$92,928-
Total Events$484,774-$226,909$-226,909
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 is the father-in-law of eva durst. Seth and angela pinsky are husband and wife.

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 & CEO
Phone
2124206613
Signed
2022-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas K Wright
Formed
1929
Legal Domicile
Ny
Voting Board Members
113
Independent Board Members
113
Employees
36
Volunteers
106

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
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 1,268,025. Management and general expenses 69,687. Fundraising expenses 56,003. Total expenses 1,393,715.

Part XII- Line 2C

This process has not changes since last year

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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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/Desc0HEALTHY REGIONS - RPA LAUNCHED THE HEALTHY REGIONS PLANNING EXCHANGE TO BRING TOGETHER PLANNERS, PUBLIC HEALTH OFFICIALS, AND COMMUNITY ADVOCATES TO SHARE KNOWLEDGE AND BEST PRACTICES ON REGIONAL PLANNING AND HEALTH. THE CURRENT COHORT HAILS FROM 11 REGIONS ACROSS THE COUNTRY, SF / BAY AREA, CA, LOS ANGELES, CA, MULTNOMAH COUNTY, OR, TWIN CITIES, MN, NASHVILLE, TN, NEW ORLEANS, LA, BUFFALO, NY, PITTSBURGH, PA, PINE RIDGE RESERVATION, SD, AND THE NEW YORK REGION. TOGETHER, WE AIM TO EXCHANGE METHODS AND IDEAS WHICH PROMOTE HEALTH EQUITY INTO REGIONAL PLANNING WORK. WE CONVENED THIS GROUP WITH A SYMPOSIUM IN APRIL 2019 AND FOLLOWED THAT WITH A WEBINAR SERIES FOCUSED ON PLANNING ISSUES RELATED TO TRANSIT EQUITY, CLIMATE JUSTICE, AND HOUSING AFFORDABILITY. OUR CLOSING SYMPOSIUM IS TENTATIVELY SET FOR EARLY MARCH 2020. THIS IS PART OF A BROADER EFFORT AT RPA TO DO MORE TO PROMOTE SOCIAL AND RACIAL EQUITY WITHIN OUR ORGANIZATION AND IN THE POLICIES AND PROJECTS, WE PROMOTE ACROSS THE REGION. IT IS MADE POSSIBLE THROUGH GENEROUS FUNDING FROM THE ROBERT WOOD JOHNSON FOUNDATION AND BLOOMBERG PHILANTHROPIES.
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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
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