Civic Intelligence

Stuart Cameron Mcleod Society

990EZ • Fiscal year 2023 • EIN 13-2863802

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 11, 2024

Refreshing map…

10 Paragon DriveMontvale, NJ 07645

(201) 573-9000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$204,680

Up $11,044 (+5.7%) from 2022

Net Assets

Up

$204,680

Up $19,592 (+11%) from 2022

Liabilities

Down

$0

Down $8,548 (-100%) from 2022

Revenue

Up

$25,094

Up $4,054 (+19%) from 2022

Expenses

Up

$21,689

Up $1,094 (+5.3%) from 2022

Net Income

Up

$3,405

Up $2,960 (+665%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $95,242Liabilities 2010: $207Net Assets 2010: $95,0352010Assets 2011: $128,244Liabilities 2011: $14,531Net Assets 2011: $113,7132011Assets 2012: $122,886Liabilities 2012: $24,480Net Assets 2012: $98,4062012Assets 2013: $121,220Liabilities 2013: $4,592Net Assets 2013: $116,6282013Assets 2014: $150,571Liabilities 2014: $14,117Net Assets 2014: $136,4542014Assets 2015: $156,447Liabilities 2015: $15,597Net Assets 2015: $140,8502015Assets 2016: $157,139Liabilities 2016: $13,192Net Assets 2016: $143,9472016Assets 2017: $163,746Liabilities 2017: $1,175Net Assets 2017: $162,5712017Assets 2018: $163,313Liabilities 2018: $1,728Net Assets 2018: $161,5852018Assets 2019: $165,853Liabilities 2019: $5,049Net Assets 2019: $160,8042019Assets 2020: $173,576Liabilities 2020: $0Net Assets 2020: $173,5762020Assets 2021: $212,220Liabilities 2021: $0Net Assets 2021: $212,2202021Assets 2022: $193,636Liabilities 2022: $8,548Net Assets 2022: $185,0882022Assets 2023: $204,680Liabilities 2023: $0Net Assets 2023: $204,6802023Assets 2024: $247,455Liabilities 2024: $0Net Assets 2024: $247,4552024

Highlighted filing

2023

Assets$204,680
Liabilities$0
Net Assets$204,680

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $70,390Expenses 2010: $38,798Net Income 2010: $31,5922010Revenue 2011: $55,929Expenses 2011: $50,167Net Income 2011: $5,7622011Revenue 2012: $55,842Expenses 2012: $68,938Net Income 2012: -$13,0962012Revenue 2013: $49,341Expenses 2013: $38,935Net Income 2013: $10,4062013Revenue 2014: $71,267Expenses 2014: $59,772Net Income 2014: $11,4952014Revenue 2015: $56,241Expenses 2015: $45,689Net Income 2015: $10,5522015Revenue 2016: $69,502Expenses 2016: $51,481Net Income 2016: $18,0212016Revenue 2017: $45,575Expenses 2017: $39,032Net Income 2017: $6,5432017Revenue 2018: $40,420Expenses 2018: $51,163Net Income 2018: -$10,7432018Revenue 2019: $54,133Expenses 2019: $64,635Net Income 2019: -$10,5022019Revenue 2020: $30,895Expenses 2020: $27,136Net Income 2020: $3,7592020Revenue 2021: $10,850Expenses 2021: $8,500Net Income 2021: $2,3502021Revenue 2022: $21,040Expenses 2022: $20,595Net Income 2022: $4452022Revenue 2023: $25,094Expenses 2023: $21,689Net Income 2023: $3,4052023Revenue 2024: $45,831Expenses 2024: $23,374Net Income 2024: $22,4572024

Highlighted filing

2023

Revenue$25,094
Expenses$21,689
Net Income$3,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 11, 2024
Return Version
2022v5.0
Gross Receipts
$25,094
Mission and Program Overview

Mission

The purpose of the scms is to provide a means whereby former officers and directors of the association may continue the associations and contacts which they formed while in office and to make available to the current management of the association the advice and experience of past officers.

Program Services

DescriptionGrantsExpenses
MID-YEAR AND ANNUAL CONFERENCES TO BRING TOGETHER MEMBERS OF THE SOCIETY TO DISCUSS CONTINUING EDUCATIONAL SERVICES TO THE MANAGEMENT ACCOUNTANTS IN GENERAL, AND PROVIDE EDUCATIONAL SERVICES TO ITS MEMBERS 24 CONFERENCE ATTENDEES AND 430 MEMBERS).$0$12,749
EDUCATIONAL SCHOLARSHIPS AND SUPPORT FOR STUDENT CONFERENCE ORGANIZED BY ASSOCIATED 501(C)3 ORGANIZATION (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC) FOR ITS STUDENT MEMBERS 1 SCHOLARSHIP AND 1 STUDENT CONFERENCE ATTENDEES.$0$8,940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TANYA D SHELL CMA CSCA CPAPresident-$0--
PEGGY A BROWNVice President-$0--
DANIELLE M WHITTED CPATreasurer-$0--
DAVID W SKORA CMA CFM CSCASecretary-$0--
ASHLEY GRIESSHAMMER CMA CSCA CPABoard Of Governors-$0--
CAMILLE COOK CPABoard Of Governors-$0--
CATHERINE B LONG CMABoard Of Governors-$0--
CHARLES A PHILLIPS CMABoard Of Governors-$0--
CHARLOTTE A ELLIOTTBoard Of Governors-$0--
CRISTAL L BREITBEIL CMA CIABoard Of Governors-$0--
DIANE G HEWLETT CMA CPABoard Of Governors-$0--
DR DI WU CMA CPABoard Of Governors-$0--
Filing and Contact Details

Filer

Filer Name
Stuart Cameron Mcleod Society
EIN
13-2863802
Phone
2015739000
Address
10 PARAGON DRIVE, MONTVALE, NJ 07645

Signing Officer

Name
Peggy Brown
Title
President
Phone
2015739000
Signed
2024-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Daniel Romano
Phone
2125990100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: conference fees. Amount: 11,155.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: institute of management accountants, inc.. Affiliate address: 10 paragon drive suite 1 montvale, nj 07645-1760. Purpose of payment: scholarship awards. Amount of payment: 8,940.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conferences, conventions. Amount: 11,735. Description: travel. Amount: 700. Description: office expenses. Amount: 314. Total to form 990-ez, line 16: 12,749.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investment. Amount: 16,187.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other assets. Beg. Of year amount: 11,782. End of year amount: 4,790.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: other liabilities. Beg. Of year amount: 8,548. End of year amount: 0.

Raw XML Appendix234 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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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE SCMS IS TO PROVIDE A MEANS WHEREBY FORMER OFFICERS AND DIRECTORS OF THE ASSOCIATION MAY CONTINUE THE ASSOCIATIONS AND CONTACTS WHICH THEY FORMED WHILE IN OFFICE AND TO MAKE AVAILABLE TO THE CURRENT MANAGEMENT OF THE ASSOCIATION THE ADVICE AND EXPERIENCE OF PAST OFFICERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MID-YEAR AND ANNUAL CONFERENCES TO BRING TOGETHER MEMBERS OF THE SOCIETY TO DISCUSS CONTINUING EDUCATIONAL SERVICES TO THE MANAGEMENT ACCOUNTANTS IN GENERAL, AND PROVIDE EDUCATIONAL SERVICES TO ITS MEMBERS 24 CONFERENCE ATTENDEES AND 430 MEMBERS).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SCHOLARSHIPS AND SUPPORT FOR STUDENT CONFERENCE ORGANIZED BY ASSOCIATED 501(C)3 ORGANIZATION (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC) FOR ITS STUDENT MEMBERS 1 SCHOLARSHIP AND 1 STUDENT CONFERENCE ATTENDEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCE FEES. AMOUNT: 11,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC.. AFFILIATE ADDRESS: 10 PARAGON DRIVE SUITE 1 MONTVALE, NJ 07645-1760. PURPOSE OF PAYMENT: SCHOLARSHIP AWARDS. AMOUNT OF PAYMENT: 8,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCES, CONVENTIONS. AMOUNT: 11,735. DESCRIPTION: TRAVEL. AMOUNT: 700. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 314. TOTAL TO FORM 990-EZ, LINE 16: 12,749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 16,187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 11,782. END OF YEAR AMOUNT: 4,790.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 8,548. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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ReturnHeader/Filer/USAddress/ZIPCd007645
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 THIRD AVENUE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172013
ReturnHeader/PreparerPersonGrp/PhoneNum02125990100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL ROMANO
ReturnHeader/ReturnTs02024-04-11T20:31:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PEGGY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.46$0.23$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.25$0.22$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.09$1.85$0.21$0.21$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.31$0.27$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.05$1.61$0.54$0.65$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.02$1.62$0.40$0.51$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$0.46$0.39$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.13$1.44$0.70$0.51$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.16$1.41$0.56$0.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.14$1.36$0.71$0.60$0.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.21$0.05$1.17$0.49$0.39$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.24$0.98$0.56$0.69$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.15$1.14$0.56$0.50$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.70$0.39$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits