Civic Intelligence

The North American Conference on British Studies Inc.

990 • Fiscal year 2015 • EIN 13-2877889

Sep 01, 2014 to Aug 31, 2015 • Filed on Oct 29, 2015

546 Park Hall Univ Of Buffalo SunyBuffalo, NY 14260-4120

(215) 204-9882

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

67th percentile

8.6%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$630,766

Up $50,046 (+8.6%) from 2014

Net Assets

Up

$630,766

Up $50,046 (+8.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$121,989

Down $46,880 (-28%) from 2014

Expenses

Up

$48,950

Up $1,625 (+3.4%) from 2014

Net Income

Down

$73,039

Down $48,505 (-40%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $261,048Liabilities 2011: $02011Assets 2012: $308,925Net Assets 2012: $308,9252012Assets 2013: $405,040Liabilities 2013: $0Net Assets 2013: $405,0402013Assets 2014: $580,720Liabilities 2014: $0Net Assets 2014: $580,7202014Assets 2015: $630,766Liabilities 2015: $0Net Assets 2015: $630,7662015Assets 2016: $739,056Liabilities 2016: $0Net Assets 2016: $739,0562016Assets 2017: $828,044Liabilities 2017: $0Net Assets 2017: $828,0442017Assets 2018: $898,116Liabilities 2018: $0Net Assets 2018: $898,1162018Assets 2019: $994,732Liabilities 2019: $0Net Assets 2019: $994,7322019Assets 2020: $1,143,319Liabilities 2020: $0Net Assets 2020: $1,143,3192020Assets 2021: $1,308,684Liabilities 2021: $0Net Assets 2021: $1,308,6842021Assets 2022: $1,161,384Liabilities 2022: $3,000Net Assets 2022: $1,158,3842022Assets 2023: $1,165,002Liabilities 2023: $2,523Net Assets 2023: $1,162,4792023Assets 2024: $1,330,303Liabilities 2024: $1,150Net Assets 2024: $1,329,1532024

Highlighted filing

2015

Assets$630,766
Liabilities$0
Net Assets$630,766

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $90,688Expenses 2011: $40,291Net Income 2011: $50,3972011Revenue 2012: $54,898Expenses 2012: $33,642Net Income 2012: $21,2562012Revenue 2013: $129,719Expenses 2013: $31,799Net Income 2013: $97,9202013Revenue 2014: $168,869Expenses 2014: $47,325Net Income 2014: $121,5442014Revenue 2015: $121,989Expenses 2015: $48,950Net Income 2015: $73,0392015Revenue 2016: $116,066Expenses 2016: $60,241Net Income 2016: $55,8252016Revenue 2017: $139,513Expenses 2017: $79,590Net Income 2017: $59,9232017Revenue 2018: $141,509Expenses 2018: $112,379Net Income 2018: $29,1302018Revenue 2019: $130,447Expenses 2019: $79,802Net Income 2019: $50,6452019Revenue 2020: $154,414Expenses 2020: $114,114Net Income 2020: $40,3002020Revenue 2021: $157,031Expenses 2021: $124,997Net Income 2021: $32,0342021Revenue 2022: $176,538Expenses 2022: $110,253Net Income 2022: $66,2852022Revenue 2023: $259,295Expenses 2023: $304,983Net Income 2023: -$45,6882023Revenue 2024: $220,905Expenses 2024: $220,459Net Income 2024: $4462024

Highlighted filing

2015

Revenue$121,989
Expenses$48,950
Net Income$73,039
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$121,989
Mission and Program Overview

Mission

Advancement and support of the scholarly field of british studies

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$417,020$515,462▲ $98,442
Cash and Non-Interest-Bearing Accounts$116,608$72,172▼ $44,436
Accounts Receivable$47,092$43,132▼ $3,960
Total Assets$580,720$630,766▲ $50,046
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$478,121$527,729▲ $49,608
Permanently Rstr Net Assets$56,877$56,877→ $0
Temporarily Rstr Net Assets$45,722$46,160▲ $438
Total Net Assets Fund Balance$580,720$630,766▲ $50,046
Total Liabilities and Net Assets / Fund Balance$580,720$630,766▲ $50,046

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$102,599$2,500▼ $912$-46,160$56,877
2013$86,140$2,500▲ $15,109-$102,599
2012$86,990$16,100▼ $7,862-$86,140
2011$71,532$10,950▲ $12,508-$86,990
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keith WrightsonPresident
Elizabeth PrevostAssoc Exec S
Andrew MuldoonCouncil
Elizabeth EwanCouncil
Paul HallidayCouncil
Rachel WeilCouncil
Susan PedersenCouncil
Paul DeslandesExecutive Se
Amy FroideMid Atl Conf
Lia ParadisMidwest Conf
Krista KesselringNortheast Co
Michelle TusanPacific Coas
Dane KennedyPast Preside
Katherine GrenierSouthern CON
Travis GlassonTreasurer
Susan PennybackerVice Preside
Christopher FrankWestern Conf
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$100,646
Investment Income
$12,435
Other Revenue
$8,908
Change in Net Assets
$73,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,365
Other Expenses$20,585
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,365--$28,365
Conferences and Meetings$13,589--$13,589
Fees for Services Accounting-$2,125-$2,125
Other Expenses$1,252--$1,252
Insurance-$1,121-$1,121
Information Technology-$541-$541
Office Expenses-$203-$203
Total Functional Expenses$44,960$3,990$0$48,950
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the president and the treasurer before the form is filed.

Form 990, Page 6, Part VI, Line 19

Governing documents available upon written request

Filing and Contact Details

Filer

Filer Name
North American Conference on
EIN
13-2877889
Phone
2152049882
Address
546 PARK HALL UNIV OF BUFFALO SUNY, BUFFALO, NY 14260-4120

Signing Officer

Name
Travis Glasson
Title
Treasurer
Phone
2152049882
Signed
2015-10-29

Organization Details

Principal Officer
Keith Wrightson
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
31

Preparer

Firm
Baratz & Associates Pa
Address
7 EVES DRIVE SUITE 100, MARLTON, NJ 08053-3196
Preparer
John Fekete CPA
Phone
8569855688
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084365
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010839
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010797
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041871
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt092825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0137858
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt071174
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027869
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt043447
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0373173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010797
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047485
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91320
IRS990ScheduleA/PublicSupportPY509Pct00.89450
IRS990ScheduleA/PublicSupportTotal509Amt0499409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083642
IRS990ScheduleA/Total509Grp/TotalAmt0499409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090689
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0546894
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0102599
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056877
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-1150
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-912
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-46160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt086140
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0102599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt086990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt086140
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-9088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7862
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt071532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt086990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-8000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012508
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt31150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt45415
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DISSERTATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HUNTINGTON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2UNDERGRAD ESSAY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3BOOKS AND ARTICLES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4STERN TRAVEL AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt28
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt33
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt414
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND THE TREASURER BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt045722
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt046160
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0580720
IRS990/TotalAssetsEOYAmt0630766
IRS990/TotalAssetsGrp/BOYAmt0580720
IRS990/TotalAssetsGrp/EOYAmt0630766
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03990
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044960
IRS990/TotalFunctionalExpensesGrp/TotalAmt048950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0580720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0630766
IRS990/TotalProgramServiceExpensesAmt044960
IRS990/TotalProgramServiceRevenueAmt0100646

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.22$0.22$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.16$0.26$0.30$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.18$0.11$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.16$0.12$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.15$0.11$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.13$0.08$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.14$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.14$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.12$0.05$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.17$0.05$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.13$0.03$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.05$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.09$0.04$0.05