Civic Intelligence

The Center for the Advancement of Group Studies Inc Co Jerry Rosenband CPA PC

990 • Fiscal year 2021 • EIN 13-3543235

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

2001 West Main Street No 115Stamford, CT 06902

(212) 246-5055

Siviq Scores

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

Liabilities / Assets

69th percentile

0.09x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.09x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

6.4%

Higher net margin than 46% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • NTEE A • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • NTEE A • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$326,413

Up $5,890 (+1.8%) from 2020

Net Assets

Up

$298,568

Up $3,425 (+1.2%) from 2020

Liabilities

Up

$27,845

Up $2,465 (+9.7%) from 2020

Revenue

Down

$306,252

Down $100 (-0.0%) from 2020

Expenses

Up

$286,550

Up $11,528 (+4.2%) from 2020

Net Income

Down

$19,702

Down $11,628 (-37%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $102,851Liabilities 2011: $29,6142011Assets 2012: $126,529Liabilities 2012: $29,315Net Assets 2012: $97,2142012Assets 2013: $172,456Liabilities 2013: $30,769Net Assets 2013: $141,6872013Assets 2014: $191,964Liabilities 2014: $34,672Net Assets 2014: $157,2922014Assets 2015: $213,153Liabilities 2015: $23,214Net Assets 2015: $189,9392015Assets 2016: $227,032Liabilities 2016: $34,212Net Assets 2016: $192,8202016Assets 2017: $227,549Liabilities 2017: $24,423Net Assets 2017: $203,1262017Assets 2018: $243,018Liabilities 2018: $35,184Net Assets 2018: $207,8342018Assets 2019: $291,034Liabilities 2019: $27,222Net Assets 2019: $263,8122019Assets 2020: $320,523Liabilities 2020: $25,380Net Assets 2020: $295,1432020Assets 2021: $326,413Liabilities 2021: $27,845Net Assets 2021: $298,5682021Assets 2023: $272,190Liabilities 2023: $25,849Net Assets 2023: $246,3412023Assets 2024: $261,065Liabilities 2024: $30,820Net Assets 2024: $230,2452024

Highlighted filing

2021

Assets$326,413
Liabilities$27,845
Net Assets$298,568

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $96,202Expenses 2011: $83,008Net Income 2011: $13,1942011Revenue 2012: $125,600Expenses 2012: $101,623Net Income 2012: $23,9772012Revenue 2013: $167,162Expenses 2013: $122,689Net Income 2013: $44,4732013Revenue 2014: $182,734Expenses 2014: $167,129Net Income 2014: $15,6052014Revenue 2015: $245,904Expenses 2015: $213,257Net Income 2015: $32,6472015Revenue 2016: $256,014Expenses 2016: $253,133Net Income 2016: $2,8812016Revenue 2017: $268,905Expenses 2017: $258,599Net Income 2017: $10,3062017Revenue 2018: $271,215Expenses 2018: $266,507Net Income 2018: $4,7082018Revenue 2019: $319,594Expenses 2019: $263,616Net Income 2019: $55,9782019Revenue 2020: $306,352Expenses 2020: $275,022Net Income 2020: $31,3302020Revenue 2021: $306,252Expenses 2021: $286,550Net Income 2021: $19,7022021Revenue 2023: $300,303Expenses 2023: $373,253Net Income 2023: -$72,9502023Revenue 2024: $402,015Expenses 2024: $406,606Net Income 2024: -$4,5912024

Highlighted filing

2021

Revenue$306,252
Expenses$286,550
Net Income$19,702
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 15, 2022
Return Version
2020v4.2
Gross Receipts
$306,252
Mission and Program Overview

Mission

Provide group leadership for professionals in the fields of mental health, business, education, religion and the arts

The organization is an educational organization providing training for professionals in the fields of mental health, business, education, religion and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,646$211,646▲ $22,000
Investments in Publicly Traded Securities$124,066$108,327▼ $15,739
Total Assets$320,523$326,413▲ $5,890
Other Assets Total$6,811$6,440▼ $371
Liabilities
Other Liabilities$25,205$26,082▲ $877
Accounts Payable and Accrued Expenses$175$1,763▲ $1,588
Total Liabilities$25,380$27,845▲ $2,465
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$295,143$298,568▲ $3,425
Total Net Assets Fund Balance$295,143$298,568▲ $3,425
Total Liabilities and Net Assets / Fund Balance$320,523$326,413▲ $5,890
Compensation and Service Providers

Board Members and Trustees

NameTitle
E Paul KanefskyDirector
Gail BrownDirector
Jeffrey GlatzerDirector
Wilma SelenfriendDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$46,217
Program Service Revenue
$260,035
Investment Income
$0
Other Revenue
$0
All Other Contributions
$46,217
Change in Net Assets
$19,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,622
Other Expenses$141,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$63,057$71,042-$134,099
Occupancy-$38,640-$38,640
Insurance$11,073$1,037-$12,110
All Other Expenses-$11,412-$11,412
Payroll Taxes$4,948$5,575-$10,523
Travel-$6,995-$6,995
Other Expenses$4,375$6,713-$4,375
Fees for Services Accounting-$2,035-$2,035
Advertising$1,359--$1,359
Fees for Services Other-$250-$250
Total Functional Expenses$84,812$201,738$0$286,550
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$20,391
Payroll Liability$5,190
Credit Cards$501
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11B

The 990 is reviewed and approved by the board before filing

Form 990, Part VI, Section C, Line 19

These documents are available upon request

Filing and Contact Details

Filer

Filer Name
Center for Group Studies
EIN
13-3543235
Address
2001 WEST MAIN STREET NO 115, STAMFORD, CT 06902

Signing Officer

Name
Gail Brown
Title
Director
Signed
2022-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as Above
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Shalik Thorn Cpas Llp
Address
30 MYANO LANE, STAMFORD, CT 06902
Preparer
Jerry Rosenband
Phone
2039679202
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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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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.31$2.30$4.02$4.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.26$2.46$3.00$3.73$0.73
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.28$2.99$3.06$2.87$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.25$2.95$3.06$2.75$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.27$2.64$3.20$2.64$0.56
2018Summary only. Only limited summary data is available for this year.$2.43$0.35$2.08$2.71$2.67$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.24$2.03$2.69$2.59$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.34$1.93$2.56$2.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.23$1.90$2.46$2.13$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.35$1.57$1.83$1.67$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.31$1.42$1.67$1.23$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.29$0.97$1.26$1.02$0.24
2011Summary only. Only limited summary data is available for this year.$1.03$0.30$0.96$0.83$0.13