Civic Intelligence

Physicians Association for Anthroposophial Medicine Inc.

990 • Fiscal year 2017 • EIN 14-1643406

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 06, 2018

481 Kingstown RoadWakefield, RI 02879-3626

(734) 255-8221

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$22,050

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$203,399

Down $24,766 (-11%) from 2016

Net Assets

Down

$203,399

Down $24,766 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$134,827

Down $70,028 (-34%) from 2016

Expenses

Up

$159,592

Up $11,904 (+8.1%) from 2016

Net Income

Down

-$24,765

Down $81,932 (-143%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $113,964Liabilities 2010: $02010Assets 2011: $109,964Liabilities 2011: $02011Assets 2012: $113,498Liabilities 2012: $02012Assets 2013: $135,956Net Assets 2013: $135,9562013Assets 2014: $149,199Net Assets 2014: $149,1992014Assets 2015: $170,998Net Assets 2015: $170,9982015Assets 2016: $228,165Liabilities 2016: $0Net Assets 2016: $228,1652016Assets 2017: $203,399Liabilities 2017: $0Net Assets 2017: $203,3992017Assets 2018: $168,556Liabilities 2018: $0Net Assets 2018: $168,5562018Assets 2019: $322,336Liabilities 2019: $0Net Assets 2019: $322,3362019Assets 2020: $465,994Liabilities 2020: $0Net Assets 2020: $465,9942020Assets 2021: $471,890Liabilities 2021: $0Net Assets 2021: $471,8902021Assets 2022: $655,037Liabilities 2022: $0Net Assets 2022: $655,0372022Assets 2023: $664,236Liabilities 2023: $0Net Assets 2023: $664,2362023Assets 2024: $669,282Liabilities 2024: $98,569Net Assets 2024: $570,7142024

Highlighted filing

2017

Assets$203,399
Liabilities$0
Net Assets$203,399

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $191,202Expenses 2010: $182,364Net Income 2010: $8,8382010Revenue 2011: $135,358Expenses 2011: $139,358Net Income 2011: -$4,0002011Revenue 2012: $153,545Expenses 2012: $150,011Net Income 2012: $3,5342012Revenue 2013: $172,488Expenses 2013: $150,030Net Income 2013: $22,4582013Revenue 2014: $162,680Expenses 2014: $149,437Net Income 2014: $13,2432014Revenue 2015: $162,566Expenses 2015: $140,767Net Income 2015: $21,7992015Revenue 2016: $204,855Expenses 2016: $147,688Net Income 2016: $57,1672016Revenue 2017: $134,827Expenses 2017: $159,592Net Income 2017: -$24,7652017Revenue 2018: $155,792Expenses 2018: $190,635Net Income 2018: -$34,8432018Revenue 2019: $389,794Expenses 2019: $236,014Net Income 2019: $153,7802019Revenue 2020: $368,747Expenses 2020: $225,089Net Income 2020: $143,6582020Revenue 2021: $189,906Expenses 2021: $183,648Net Income 2021: $6,2582021Revenue 2022: $443,305Expenses 2022: $260,158Net Income 2022: $183,1472022Revenue 2023: $331,373Expenses 2023: $322,174Net Income 2023: $9,1992023Revenue 2024: $267,798Expenses 2024: $361,320Net Income 2024: -$93,5222024

Highlighted filing

2017

Revenue$134,827
Expenses$159,592
Net Income-$24,765
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.3
Gross Receipts
$134,827
Mission and Program Overview

Mission

To provide an educational resource for the facilitation of personal contact, communication, education and the exchange of knowledge between anthroposophic physicians and with other health practitioners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$228,164$203,399▼ $24,765
Total Assets$228,164$203,399▼ $24,765
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$228,164$203,399▼ $24,765
Total Net Assets Fund Balance$228,164$203,399▼ $24,765
Total Liabilities and Net Assets / Fund Balance$228,164$203,399▼ $24,765
Compensation and Service Providers

Employees

NameTitleBaseTotal
Adam Blanning MdDirector$22,050$22,050
Steven Johnson DoPresident$9,240$9,240

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$28,169
Program Service Revenue
$104,791
Investment Income
$35
Other Revenue
$1,832
All Other Contributions
$28,169
Change in Net Assets
$-24,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,302
Salaries, Compensation, and Employee Benefits$31,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,290--$31,290
All Other Expenses$29,801--$29,801
Occupancy$12,625--$12,625
Other Expenses$11,227--$11,227
Fees for Services Other$10,685--$10,685
Advertising$6,055--$6,055
Fees for Services Accounting$3,410--$3,410
Office Expenses$1,485--$1,485
Insurance$176--$176
Total Functional Expenses$159,592$0$0$159,592
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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 prepared 990 is reviewed by the treasurer, signed and submitted. The 990 is then available for review upon request.

Form 990, Page 6, Part VI, Line 12C

All speakers at conferences are required to fill out disclosure forms before seminars. Any conflicts of interest are reviewed at board meetings.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
PHYSICIAN'S ASSOCIATION FOR
EIN
14-1643406
Address
481 KINGSTOWN ROAD, WAKEFIELD, RI 02879-3626

Signing Officer

Name
Paul F Barratt
Title
Treasurer
Signed
2018-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Johnson Do
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
16

Preparer

Firm
Sigler Accounting
Address
2900 PACKARD RD STE 3, YPSILANTI, MI 48197-1968
Preparer
Nicole Sigler
Phone
7344343444
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Faculty expense 10,177 0 0 conference cme 4,500 0 0 ivaa dues 3,726 0 0 membership/outreach exp 2,503 0 0 bank fees 2,455 0 0 website 1,268 0 0 tech services 1,160 0 0 computer and internet exp 1,098 0 0 conference materials 1,077 0 0 miscellaneous 835 0 0 director travel 338 0 0 office expense 311 0 0 copying expense 253 0 0 supplies 100 0 0 total 29,801 0 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED 990 IS REVIEWED BY THE TREASURER, SIGNED AND SUBMITTED. THE 990 IS THEN AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SPEAKERS AT CONFERENCES ARE REQUIRED TO FILL OUT DISCLOSURE FORMS BEFORE SEMINARS. ANY CONFLICTS OF INTEREST ARE REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FACULTY EXPENSE 10,177 0 0 CONFERENCE CME 4,500 0 0 IVAA DUES 3,726 0 0 MEMBERSHIP/OUTREACH EXP 2,503 0 0 BANK FEES 2,455 0 0 WEBSITE 1,268 0 0 TECH SERVICES 1,160 0 0 COMPUTER AND INTERNET EXP 1,098 0 0 CONFERENCE MATERIALS 1,077 0 0 MISCELLANEOUS 835 0 0 DIRECTOR TRAVEL 338 0 0 OFFICE EXPENSE 311 0 0 COPYING EXPENSE 253 0 0 SUPPLIES 100 0 0 TOTAL 29,801 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-06
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$6.69$0.99$5.71$2.68$3.61$0.94
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$3.31$3.22$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$4.43$2.60$1.83
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.90$1.84$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$3.69$2.25$1.44
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$3.90$2.36$1.54
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.56$1.91$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.35$1.60$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.05$1.48$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.63$1.41$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.49$1.49$1.63$1.49$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.72$1.50$0.22
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.54$1.50$0.04
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.35$1.39$0.04
2010Summary only. Only limited summary data is available for this year.$1.14$0.00$1.91$1.82$0.09