Civic Intelligence

North American Conference On

EIN 13-2877889 • 501(c)3 • Buffalo, NY

Profile

Advancement and support of the scholarly field of british studies

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

www.nacbs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,330,303

Up $165,301 (+14%) from 2023

Liabilities

Down

$1,150

Down $1,373 (-54%) from 2023

Net Assets

Up

$1,329,153

Up $166,674 (+14%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin40th percentile

Revenue

Down

$220,905

Down $38,390 (-15%) from 2023

Expenses

Down

$220,459

Down $84,524 (-28%) from 2023

Net Income

Up

$446

Up $46,134 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,330,303
Liabilities$1,150
Net Assets$1,329,153
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$220,905
Expenses$220,459
Net Income$446
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,330,303
Liabilities
$1,150
Net assets
$1,329,153
Revenue
$220,905
Expenses
$220,459
Net income
$446
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 5, 2025
Return Version
2023v6.0
Gross Receipts
$220,905
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$985,521$1,196,375▲ $210,854
Cash and Non-Interest-Bearing Accounts$136,111$93,241▼ $42,870
Accounts Receivable$43,370$40,687▼ $2,683
Total Assets$1,165,002$1,330,303▲ $165,301
Liabilities
Accounts Payable and Accrued Expenses$2,523$1,150▼ $1,373
Total Liabilities$2,523$1,150▼ $1,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,041,234$1,200,509▲ $159,275
Net Assets With Donor Restrictions$121,245$128,644▲ $7,399
Total Net Assets Fund Balance$1,162,479$1,329,153▲ $166,674
Total Liabilities and Net Assets / Fund Balance$1,165,002$1,330,303▲ $165,301

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$56,877---$56,877
2021$56,877---$56,877
2020$56,877---$56,877
2019$56,877---$56,877
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Michelle TusanPresident
Amy Milne-smithAssoc Exec S
Christopher FrankCouncil
Esther CueneaCouncil
Jason KellyCouncil
Jennifer WellsCouncil
Magdalene KlassenCouncil
Priya SatiaCouncil
Stephanie ShackletonCouncil
Amanda PerryExecutive Di
Michael De NieExecutive Se
Katie Hindmarch-watsonMid Atl Conf
Jennifer McnabbMidwest Conf
Jennifer Regan-lefebvreNortheast Co
David ComoPacific Coas
Deborah ValenzePast Preside
Jill BenderSouthern CON
Jennifer PurcellTreasurer
Brian LewisVice Preside
Kyle ThompsonWestern Conf
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$168,429
Investment Income
$24,626
Other Revenue
$27,850
Change in Net Assets
$446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,334
Grants and Similar Amounts Paid$56,975
Salaries, Compensation, and Employee Benefits$44,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$110,105--$110,105
Grants to Domestic Individuals$56,975--$56,975
Other Salaries and Wages$37,527$6,623-$44,150
Fees for Services Other-$9,196-$9,196
Travel-$33-$33
Total Functional Expenses$204,607$15,852$0$220,459
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 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
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
7189608512
Address
546 PARK HALL UNIV OF BUFFALO SUNY, BUFFALO, NY 14260-4120

Signing Officer

Name
Jennifer Purcell
Title
Treasurer
Phone
7189608512
Signed
2025-06-05

Organization Details

Principal Officer
Deborah Valenze
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
46

Preparer

Firm
Baratz & Associates Pa
Address
4B EVES DR STE 100, MARLTON, NJ 08053
Preparer
John Fekete CPA
Phone
8569855688
Raw XML AppendixShowing 400 of 433 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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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
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