Civic Intelligence

Eastern Finance Association

990EZ • Fiscal year 2012 • EIN 14-1582348

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 29, 2013

Organization ProfileN/A
AUM - PO Box 24402336124-4023
Siviq Scores

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

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$413,220

Up $17,466 (+4.4%) from 2011

Net Assets

Up

$401,975

Up $27,680 (+7.4%) from 2011

Liabilities

Down

$11,245

Down $10,214 (-48%) from 2011

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin70th percentile

Revenue

Up

$144,350

Up $26,902 (+23%) from 2011

Expenses

Up

$128,639

Up $18,164 (+16%) from 2011

Net Income

Up

$15,711

Up $8,738 (+125%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $391,359Liabilities 2010: $11,0292010Assets 2011: $395,754Liabilities 2011: $21,459Net Assets 2011: $374,2952011Assets 2012: $413,220Liabilities 2012: $11,245Net Assets 2012: $401,9752012Assets 2013: $525,181Liabilities 2013: $9,136Net Assets 2013: $516,0452013Assets 2014: $564,245Liabilities 2014: $7,871Net Assets 2014: $556,3742014Assets 2015: $559,536Liabilities 2015: $8,348Net Assets 2015: $551,1882015Assets 2016: $585,814Liabilities 2016: $19,094Net Assets 2016: $566,7202016Assets 2017: $710,355Liabilities 2017: $16,629Net Assets 2017: $693,7262017Assets 2018: $638,031Liabilities 2018: $34,845Net Assets 2018: $603,1862018Assets 2019: $818,244Liabilities 2019: $22,870Net Assets 2019: $795,3742019Assets 2020: $918,288Liabilities 2020: $0Net Assets 2020: $918,2882020Assets 2021: $1,122,753Liabilities 2021: $2,744Net Assets 2021: $1,120,0092021Assets 2022: $952,902Liabilities 2022: $6,930Net Assets 2022: $945,9722022Assets 2023: $1,092,180Liabilities 2023: $16,000Net Assets 2023: $1,076,1802023Assets 2024: $1,252,181Liabilities 2024: $8,398Net Assets 2024: $1,243,7832024

Highlighted filing

2012

Assets$413,220
Liabilities$11,245
Net Assets$401,975
Open 2012 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $134,179Expenses 2010: $108,492Net Income 2010: $25,6872010Revenue 2011: $117,448Expenses 2011: $110,475Net Income 2011: $6,9732011Revenue 2012: $144,350Expenses 2012: $128,639Net Income 2012: $15,7112012Revenue 2013: $119,820Expenses 2013: $91,085Net Income 2013: $28,7352013Revenue 2014: $122,657Expenses 2014: $122,018Net Income 2014: $6392014Revenue 2015: $138,361Expenses 2015: $133,600Net Income 2015: $4,7612015Revenue 2016: $139,545Expenses 2016: $148,628Net Income 2016: -$9,0832016Revenue 2017: $160,690Expenses 2017: $114,208Net Income 2017: $46,4822017Revenue 2018: $157,492Expenses 2018: $221,481Net Income 2018: -$63,9892018Revenue 2019: $214,222Expenses 2019: $143,506Net Income 2019: $70,7162019Revenue 2020: $152,297Expenses 2020: $157,666Net Income 2020: -$5,3692020Revenue 2021: $120,894Expenses 2021: $89,049Net Income 2021: $31,8452021Revenue 2022: $176,304Expenses 2022: $209,511Net Income 2022: -$33,2072022Revenue 2023: $154,091Expenses 2023: $124,961Net Income 2023: $29,1302023Revenue 2024: $229,363Expenses 2024: $143,588Net Income 2024: $85,7752024

Highlighted filing

2012

Revenue$144,350
Expenses$128,639
Net Income$15,711
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 29, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

The purpose shall be to foster professional interest in finance through meetings, publications, and other activities.

Filing and Contact Details

Filer

EIN
14-1582348
Raw XML Appendix170 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/CashSavingsAndInvestments/EOY0410720
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IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear015711
IRS990EZ/FeesAndOthPymtToIndContractors09870
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GainOrLossFromSaleOfAssets027647
IRS990EZ/GrossAmountFromSaleOfAssets027647
IRS990EZ/GrossReceipts0144350
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Walter J Reinhart
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1David R Lange
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Claire E Crutchley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Daniel A Rogers
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4W Brian Barrett
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Bonnie F Van Ness
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Robert Van Ness
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Marcus Ingram
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Beverly B Marshall
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Anna D Martin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Jack Wolf
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0VP - Finance
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Exec. Dir. and Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Chairman of the Trustees
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Vice Chairman of the Trust
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Co-Editor Financial Review
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Co-Editor Financial Review
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7VP - Local Arrangements
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8VP - Planning
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9VP - Program
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10VP - Program Elect
IRS990EZ/Organization501c0X
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IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY02500
IRS990EZ/OtherAssetsTotal/EOY02500
IRS990EZ/OtherChangesInNetAssets011969
IRS990EZ/OtherExpensesTotal090036
IRS990EZ/PrimaryExemptPurpose0Academic Education & Research
IRS990EZ/PrintingPublicationsPostage021982
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Annual Academic Scholarly Meeting in April. Attendance: approximately 175
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Quarterly Journal PublicationMailed to 1300 members and libraries
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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10Auburn University Montgomery
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Montgomery
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode036124
IRS990EZ/TheBooksAreInCareOf/NamePerson0David R Lange
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03342443492
IRS990EZ/TotalAssets/BOY0395754
IRS990EZ/TotalAssets/EOY0413220
IRS990EZ/TotalExpenses0128639
IRS990EZ/TotalRevenue0144350
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0Investment Income Interest 222.. Investment Income Dividends 6380.. Total Included on Form 990-EZ, line 4: 6602.
IRS990ScheduleO/GeneralExplanation/Explanation1Description: Bank and merchant fees. Amount: 3756. Description: Annual Conference. Amount: 86280. Total to Form 990-EZ, line 16: 90036.
IRS990ScheduleO/GeneralExplanation/Explanation2Description: Unrealized Gain / (Loss). Amount: 11969.
IRS990ScheduleO/GeneralExplanation/Explanation3Description: Prepaid Expenses. Beg. of Year Amount: 2500. End of Year Amount: 2500.
IRS990ScheduleO/GeneralExplanation/Explanation4Description: Deferred Revenue. Beg. of Year Amount: 21459. End of Year Amount: 11245.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier1Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier2Other Changes in Net Assets
IRS990ScheduleO/GeneralExplanation/Identifier3Other Assets
IRS990ScheduleO/GeneralExplanation/Identifier4Other Liabilities
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990-EZ, Part II, Line 26
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0141582348
ReturnHeader/Filer/Name/BusinessNameLine10Eastern Finance Association
ReturnHeader/Filer/NameControl0EAST
ReturnHeader/Filer/Phone03342443492
ReturnHeader/Filer/USAddress/AddressLine10AUM - PO Box 244023
ReturnHeader/Filer/USAddress/City0Montgomery
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode0361244023
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-29
ReturnHeader/Officer/Name0Dr David R Lange
ReturnHeader/Officer/Phone03342443492
ReturnHeader/Officer/Title0Executive Director and Treasurer
ReturnHeader/Preparer/DatePrepared02013-07-29
ReturnHeader/PreparerFirm/EIN0631003744
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PARKER GILL EISEN & STEVENSON PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104228 Lomac Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Montgomery
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode036106
ReturnHeader/Preparer/Name0Catherine H Eisen
ReturnHeader/Preparer/Phone03342708061
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-08T18:12:59-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$413,220
Liabilities
$11,245
Net assets
$401,975
Revenue
$144,350
Expenses
$128,639
Net income
$15,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.01$1.24$0.23$0.14$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.08$0.15$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.95$0.18$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.80$0.21$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.03$0.60$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.14$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.14$0.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.56$0.12$0.12$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.12$0.09$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.40$0.14$0.13$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.37$0.12$0.11$0.01
2010Summary only. Only limited summary data is available for this year.$0.39$0.01$0.13$0.11$0.03