Civic Intelligence

Investment Adviser Association

990 • Fiscal year 2012 • EIN 13-6130873

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 26, 2013

Organization Profilewww.investmentadviser.org

View Organization Page

1050 17th Street NW No 72520036
Siviq Scores

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

Liabilities / Assets

68th percentile

0.36x

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$4,349,815

Up $518,074 (+14%) from 2011

Net Assets

Up

$2,771,915

Up $377,549 (+16%) from 2011

Liabilities

Up

$1,577,900

Up $140,525 (+9.8%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,410,606

Down $23,334 (-0.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,831,741Liabilities 2011: $1,437,375Net Assets 2011: $2,394,3662011Assets 2012: $4,349,815Liabilities 2012: $1,577,900Net Assets 2012: $2,771,9152012Assets 2013: $4,735,607Liabilities 2013: $1,720,928Net Assets 2013: $3,014,6792013Assets 2014: $4,793,907Liabilities 2014: $1,756,897Net Assets 2014: $3,037,0102014Assets 2015: $5,217,430Liabilities 2015: $1,969,283Net Assets 2015: $3,248,1472015Assets 2016: $5,210,141Liabilities 2016: $1,731,443Net Assets 2016: $3,478,6982016Assets 2017: $6,120,327Liabilities 2017: $2,358,192Net Assets 2017: $3,762,1352017Assets 2018: $6,655,764Liabilities 2018: $2,956,116Net Assets 2018: $3,699,6482018Assets 2019: $7,993,395Liabilities 2019: $3,959,619Net Assets 2019: $4,033,7762019Assets 2020: $7,849,853Liabilities 2020: $3,531,889Net Assets 2020: $4,317,9642020Assets 2021: $7,311,735Liabilities 2021: $3,691,237Net Assets 2021: $3,620,4982021Assets 2022: $8,563,658Liabilities 2022: $5,316,396Net Assets 2022: $3,247,2622022Assets 2023: $10,400,041Liabilities 2023: $7,303,509Net Assets 2023: $3,096,5322023Assets 2024: $10,048,217Liabilities 2024: $7,121,645Net Assets 2024: $2,926,5722024

Highlighted filing

2012

Assets$4,349,815
Liabilities$1,577,900
Net Assets$2,771,915
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,433,9402011Expenses 2012: $3,410,6062012Revenue 2013: $3,944,067Expenses 2013: $3,661,177Net Income 2013: $282,8902013Revenue 2014: $4,314,654Expenses 2014: $4,288,629Net Income 2014: $26,0252014Revenue 2015: $4,597,119Expenses 2015: $4,359,341Net Income 2015: $237,7782015Revenue 2016: $5,155,863Expenses 2016: $4,849,597Net Income 2016: $306,2662016Revenue 2017: $5,463,193Expenses 2017: $5,139,830Net Income 2017: $323,3632017Revenue 2018: $5,828,438Expenses 2018: $5,868,411Net Income 2018: -$39,9732018Revenue 2019: $6,400,740Expenses 2019: $6,113,308Net Income 2019: $287,4322019Revenue 2020: $6,258,601Expenses 2020: $5,946,964Net Income 2020: $311,6372020Revenue 2021: $5,665,058Expenses 2021: $6,225,415Net Income 2021: -$560,3572021Revenue 2022: $6,808,451Expenses 2022: $6,960,922Net Income 2022: -$152,4712022Revenue 2023: $6,862,509Expenses 2023: $7,114,955Net Income 2023: -$252,4462023Revenue 2024: $7,207,863Expenses 2024: $7,475,793Net Income 2024: -$267,9302024

Highlighted filing

2012

Revenue-
Expenses$3,410,606
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 26, 2013
Return Version
2012v2.1
Gross Receipts
$3,804,325
Mission and Program Overview

Mission

To be the leading industry organization: A. Promoting high standards of fiduciary duty, integrity, public responsibility, and competence in the investment advisory profession. B. Providing effective, quality representation of the investment advisory profession with respect to the development, formulation, and enactment of legislation, regulations, and other policies relating to investment advisers. C. Offering benefits, services, and resources that assist and add value for member firms.

Major Activities

Activity 2
Compliance - The IAA serves as a resource for all IAA member firms. Our staff responds to hundreds of requests for information each year from IAA members on a wide variety of regulatory and compliance issues. In addition, the IAA provides extensive online compliance and regulatory materials, located in a members only section of the website.
Activity 3
Education - The IAA is a source of educational materials and programs, tailored to address specific issues affecting the investment adviser community. The IAA sponsors a wide range of workshops, conferences, webinars and networking events. These IAA-sponsored events address business, management, compliance, operations, technology, and other relevant issues. The IAA also publishes various reports and surveys each year.
Filing and Contact Details

Filer

EIN
13-6130873
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IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY038974
IRS990/PrepaidExpensesDeferredCharges/EOY047795
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenueCY03775544
IRS990/ProgramServiceRevenue/Description0Membership dues
IRS990/ProgramServiceRevenue/Description1Conferences
IRS990/ProgramServiceRevenue/Description2Admission fees
IRS990/ProgramServiceRevenuePriorYear03546654
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome02917656
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1834888
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome223000
IRS990/ProgramServiceRevenue/TotalRevenueColumn02917656
IRS990/ProgramServiceRevenue/TotalRevenueColumn1834888
IRS990/ProgramServiceRevenue/TotalRevenueColumn223000
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0393719
IRS990/ReconciliationUnrealizedInvest0-16170
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0393719
IRS990/RevenuesLessExpensesPriorYear0158587
IRS990/SalariesEtcCurrentYear02283320
IRS990/SalariesEtcPriorYear02401325
IRS990/SavingsAndTempCashInvestments/BOY00
IRS990/SavingsAndTempCashInvestments/EOY0976381
IRS990/ScheduleBRequired00
IRS990ScheduleC/AggrAmtReportedInDuesNotices0291766
IRS990ScheduleC/AgreeToCarryoverPriorYear00
IRS990ScheduleC/DuesAssessments02917656
IRS990ScheduleC/Form990ScheduleCPartIV/Explanation0IAA has a Political Action Committee, as listed on Schedule R, Part II. All contributions by IAA's members and all contributions to candidates are made directly through the PAC. IAA provides administrative support for the PAC as allowed by federal election law.
IRS990ScheduleC/Form990ScheduleCPartIV/Identifier0Part IV, Supplemental Information:
IRS990ScheduleC/NonDedLobbyPoliticalCurrent0233096
IRS990ScheduleC/NonDedLobbyPoliticalTotal0233096
IRS990ScheduleC/OnlyInHouseLobbying00
IRS990ScheduleC/SubstantiallyAllDuesNondeduct00
IRS990ScheduleC/TaxableAmount0-58670
IRS990ScheduleD/Equipment/BookValue045368
IRS990ScheduleD/Equipment/Depreciation0362920
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0408288
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,349,815
Liabilities
$1,577,900
Net assets
$2,771,915
Revenue
-
Expenses
$3,410,606
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$7.12$2.93$7.21$7.48$0.27
2023Summary only. Only limited summary data is available for this year.$10.4$7.30$3.10$6.86$7.11$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$5.32$3.25$6.81$6.96$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$3.69$3.62$5.67$6.23$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$3.53$4.32$6.26$5.95$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.99$3.96$4.03$6.40$6.11$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$2.96$3.70$5.83$5.87$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$2.36$3.76$5.46$5.14$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$1.73$3.48$5.16$4.85$0.31
2015Detailed filing. Detailed filing data is available for this year.$5.22$1.97$3.25$4.60$4.36$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.79$1.76$3.04$4.31$4.29$0.03
2013Summary only. Only limited summary data is available for this year.$4.74$1.72$3.01$3.94$3.66$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$1.58$2.77$3.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$1.44$2.39$3.43