Civic Intelligence

Ntm Info & Research Inc.

990 • Fiscal year 2016 • EIN 20-0156638

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 28, 2017

1550 Madruga Avenue No 230Coral Gables, FL 33146

(305) 667-6461

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$41,981

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$151,189

Down $22,979 (-13%) from 2015

Net Assets

Down

$149,507

Down $21,776 (-13%) from 2015

Liabilities

Down

$1,682

Down $1,203 (-42%) from 2015

Revenue

Down

$176,438

Down $94,082 (-35%) from 2015

Expenses

Down

$198,214

Down $36,044 (-15%) from 2015

Net Income

Down

-$21,776

Down $58,038 (-160%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $119,307Liabilities 2010: $0Net Assets 2010: $119,3072010Assets 2011: $221,821Liabilities 2011: $0Net Assets 2011: $221,8212011Assets 2012: $188,595Liabilities 2012: $0Net Assets 2012: $188,5952012Assets 2013: $108,267Liabilities 2013: $0Net Assets 2013: $108,2672013Assets 2014: $135,021Liabilities 2014: $0Net Assets 2014: $135,0212014Assets 2015: $174,168Liabilities 2015: $2,885Net Assets 2015: $171,2832015Assets 2016: $151,189Liabilities 2016: $1,682Net Assets 2016: $149,5072016Assets 2017: $386,297Liabilities 2017: $4,181Net Assets 2017: $382,1162017Assets 2018: $353,397Liabilities 2018: $5,767Net Assets 2018: $347,6302018Assets 2019: $213,746Liabilities 2019: $5,767Net Assets 2019: $207,9792019Assets 2020: $391,223Liabilities 2020: $323Net Assets 2020: $390,9002020Assets 2021: $534,408Liabilities 2021: $379Net Assets 2021: $534,0292021Assets 2022: $512,397Liabilities 2022: $10,504Net Assets 2022: $501,8932022Assets 2023: $297,304Liabilities 2023: $192Net Assets 2023: $297,1122023Assets 2024: $147,001Liabilities 2024: $192Net Assets 2024: $146,8092024

Highlighted filing

2016

Assets$151,189
Liabilities$1,682
Net Assets$149,507

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $153,215Expenses 2010: $180,882Net Income 2010: -$27,6672010Revenue 2011: $252,918Expenses 2011: $150,404Net Income 2011: $102,5142011Revenue 2012: $132,890Expenses 2012: $166,116Net Income 2012: -$33,2262012Revenue 2013: $108,234Expenses 2013: $188,562Net Income 2013: -$80,3282013Revenue 2014: $167,492Expenses 2014: $140,738Net Income 2014: $26,7542014Revenue 2015: $270,520Expenses 2015: $234,258Net Income 2015: $36,2622015Revenue 2016: $176,438Expenses 2016: $198,214Net Income 2016: -$21,7762016Revenue 2017: $478,952Expenses 2017: $246,343Net Income 2017: $232,6092017Revenue 2018: $338,277Expenses 2018: $372,977Net Income 2018: -$34,7002018Revenue 2019: $345,216Expenses 2019: $485,338Net Income 2019: -$140,1222019Revenue 2020: $577,320Expenses 2020: $393,928Net Income 2020: $183,3922020Revenue 2021: $582,234Expenses 2021: $439,105Net Income 2021: $143,1292021Revenue 2022: $471,183Expenses 2022: $503,319Net Income 2022: -$32,1362022Revenue 2023: $351,803Expenses 2023: $556,584Net Income 2023: -$204,7812023Revenue 2024: $758,500Expenses 2024: $908,803Net Income 2024: -$150,3032024

Highlighted filing

2016

Revenue$176,438
Expenses$198,214
Net Income-$21,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 28, 2017
Return Version
2016v3.0
Gross Receipts
$186,992
Mission and Program Overview

Mission

To increase epidemiological, clinical and basic research for NTM lung disease, raise physician awareness to encourage earlier diagnosis, and provide meaningful NTM lung disease patient education and support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$174,100$146,670▼ $27,430
Land, Buildings, and Equipment, Net$68$259▲ $191
Total Assets$174,168$151,189▼ $22,979
Other Assets Total$0$4,260▲ $4,260
Liabilities
Accounts Payable and Accrued Expenses$2,885$1,682▼ $1,203
Total Liabilities$2,885$1,682▼ $1,203
Net Assets / Fund Balance
Unrestricted Net Assets$171,283$149,507▼ $21,776
Total Net Assets Fund Balance$171,283$149,507▼ $21,776
Total Liabilities and Net Assets / Fund Balance$174,168$151,189▼ $22,979

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$259$3,256$3,515
Compensation and Service Providers

Employees

NameTitleBaseTotal
Susan WislicenyDirector of Operations$41,981$41,981

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$176,650
Program Service Revenue
$0
Investment Income
$-212
Other Revenue
$0
All Other Contributions
$176,650
Change in Net Assets
$-21,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,090
Total Fundraising Expense$34,701
Grants and Similar Amounts Paid$28,124
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$27,733$22,211$22,211$72,155
Grants to Domestic Orgs$28,124--$28,124
Conferences and Meetings$18,206$46-$18,252
All Other Expenses$3,276$3,106$1,624$8,006
Fees for Services Accounting-$5,285-$5,285
Fees for Services Legal$4,547--$4,547
Travel$2,508$1,885-$4,393
Other Expenses$8,824$340$3,773$3,773
Office Expenses$1,268$955$955$3,178
Advertising$3,037$100-$3,137
Insurance$647$647$647$1,941
Depreciation Depletion-$399-$399
Total Functional Expenses$128,539$34,974$34,701$198,214
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New York University School of MedicineNew York, NY501c3Research Grant - Ntm Study by Dr Change$25,000
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
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, Part VI, Section B, line 11B

Form 990 is circulated among members of the Organization's Finance Committee for review, comments and approval prior to submission

Form 990, Part VI, Section B, line 12C

Current policies do not preclude Officers, Directors, Trustees and/or employees from doing business with each other. To the extent that any such business dealings may present a conflict of interest, they are required to disclose same in the conflict of interest policy statement, which is required to be completed each year and to further recuse themselves from voting on any relevant Foundation business matters.

Form 990, Part VI, Section C, line 19

Officers, Directors, Trustees and/or employees are required to disclose in the conflict of interest statement any business dealings that may present a conflict of interest.

Filing and Contact Details

Filer

Filer Name
NTM Info & Research Inc
EIN
20-0156638
Phone
3056676461
Address
1550 Madruga Avenue No 230, Coral Gables, FL 33146

Signing Officer

Name
James Zimny
Title
Treasurer
Phone
3056676461
Signed
2017-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Zimny
Formed
2004
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cherry Bekaert Llp
Address
2525 Ponce de Leon Blvd Suite 1040, Coral Gables, FL 33134
Preparer
Jamie Byington
Phone
7866936300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

CONSULTING: Program service expenses 27,733. Management and general expenses 22,211. Fundraising expenses 22,211. Total expenses 72,155.

Form 990 Part XII Line 2C

The organization has not changed its oversight or selection process

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0133126
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0854917
IRS990ScheduleA/TotalSupportAmt0855692
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0259
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03256
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03515
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0259
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH GRANT - NTM STUDY BY DR CHANGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEW YORK UNIVERSITY SCHOOL OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientEIN0135562308
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0550 FIRST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EACH GRANTEE IS REQUIRED TO PROVIDE WRITTEN ANNUAL PROGRESS REPORTS. NTM INFO & RESEARCH REVIEWS THESE REPORTS TO ENSURE THAT THE GRANTED FUNDS ARE BEING USED APPROPRIATELY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is circulated among members of the Organization's Finance Committee for review, comments and approval prior to submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Current policies do not preclude Officers, Directors, Trustees and/or employees from doing business with each other. To the extent that any such business dealings may present a conflict of interest, they are required to disclose same in the conflict of interest policy statement, which is required to be completed each year and to further recuse themselves from voting on any relevant Foundation business matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers, Directors, Trustees and/or employees are required to disclose in the conflict of interest statement any business dealings that may present a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: Program service expenses 27,733. Management and general expenses 22,211. Fundraising expenses 22,211. Total expenses 72,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0812715045
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SELLING WATER FILTERS TO HELP WITH NTM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NTM RESOURCES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01550 MADRUGA AVENUE 108
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CORAL GABLES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd033146
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/StatesWhereCopyOfReturnIsFldCd1AL
IRS990/StatesWhereCopyOfReturnIsFldCd2AR
IRS990/StatesWhereCopyOfReturnIsFldCd3CA
IRS990/StatesWhereCopyOfReturnIsFldCd4CO
IRS990/StatesWhereCopyOfReturnIsFldCd5CT
IRS990/StatesWhereCopyOfReturnIsFldCd6IL
IRS990/StatesWhereCopyOfReturnIsFldCd7KS
IRS990/StatesWhereCopyOfReturnIsFldCd8KY
IRS990/StatesWhereCopyOfReturnIsFldCd9MD
IRS990/StatesWhereCopyOfReturnIsFldCd10MA
IRS990/StatesWhereCopyOfReturnIsFldCd11MI
IRS990/StatesWhereCopyOfReturnIsFldCd12MN
IRS990/StatesWhereCopyOfReturnIsFldCd13NH
IRS990/StatesWhereCopyOfReturnIsFldCd14NJ
IRS990/StatesWhereCopyOfReturnIsFldCd15NY
IRS990/StatesWhereCopyOfReturnIsFldCd16OH
IRS990/StatesWhereCopyOfReturnIsFldCd17OK
IRS990/StatesWhereCopyOfReturnIsFldCd18OR
IRS990/StatesWhereCopyOfReturnIsFldCd19AZ
IRS990/StatesWhereCopyOfReturnIsFldCd20PA
IRS990/StatesWhereCopyOfReturnIsFldCd21RI
IRS990/StatesWhereCopyOfReturnIsFldCd22VA
IRS990/StatesWhereCopyOfReturnIsFldCd23SC
IRS990/StatesWhereCopyOfReturnIsFldCd24WA
IRS990/StatesWhereCopyOfReturnIsFldCd25GA
IRS990/StatesWhereCopyOfReturnIsFldCd26HI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0174168
IRS990/TotalAssetsEOYAmt0151189
IRS990/TotalAssetsGrp/BOYAmt0174168
IRS990/TotalAssetsGrp/EOYAmt0151189
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0176650
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt034701
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034974
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128539
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198214
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02885
IRS990/TotalLiabilitiesEOYAmt01682
IRS990/TotalLiabilitiesGrp/BOYAmt02885
IRS990/TotalLiabilitiesGrp/EOYAmt01682
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0149507
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$7.59$9.09$1.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$3.52$5.57$2.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.11$5.02$4.71$5.03$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$5.82$4.39$1.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$5.77$3.94$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.06$2.08$3.45$4.85$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.06$3.48$3.38$3.73$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.04$3.82$4.79$2.46$2.33
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.02$1.50$1.76$1.98$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.71$2.71$2.34$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.67$1.41$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.08$1.89$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$1.33$1.66$0.33
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$2.53$1.50$1.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$1.53$1.81$0.28