Civic Intelligence

Frost & Sullivan Institute

990 • Fiscal year 2015 • EIN 20-3391011

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 10, 2018

Organization ProfileN/A
7550 Ih 10 WestSan Antonio, TX 78229

(210) 621-5907

Siviq Scores

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

Liabilities / Assets

100th percentile

6.96x

Higher debt load relative to assets than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$167,750

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

1st percentile

-75%

Faster asset growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2015

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$61,911

Down $960,095 (-94%) from 2013

Net Assets

Down

-$369,233

Down $850,920 (-177%) from 2013

Liabilities

Down

$431,144

Down $109,175 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin13th percentile

Revenue

Down

$1,791,325

Down $484,517 (-21%) from 2013

Expenses

Up

$2,208,465

Up $37,318 (+1.7%) from 2013

Net Income

Down

-$417,140

Down $521,835 (-498%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $608,280Liabilities 2011: $691,185Net Assets 2011: -$82,9062011Assets 2012: $960,719Liabilities 2012: $583,727Net Assets 2012: $376,9922012Assets 2013: $1,022,006Liabilities 2013: $540,319Net Assets 2013: $481,6872013Assets 2015: $61,911Liabilities 2015: $431,144Net Assets 2015: -$369,2332015Assets 2016: $64,575Liabilities 2016: $1,256,571Net Assets 2016: -$1,191,9962016Assets 2017: $2,902Liabilities 2017: $2,040,748Net Assets 2017: -$2,037,8462017Assets 2018: $8,129,723Liabilities 2018: $1,917,033Net Assets 2018: $6,212,6902018Assets 2019: $8,734,812Liabilities 2019: $2,276,082Net Assets 2019: $6,458,7302019Assets 2020: $8,918,747Liabilities 2020: $2,397,662Net Assets 2020: $6,521,0852020Assets 2021: $9,106,452Liabilities 2021: $2,634,764Net Assets 2021: $6,471,6882021Assets 2022: $9,318,351Liabilities 2022: $2,495,750Net Assets 2022: $6,822,6012022Assets 2023: $8,879,892Liabilities 2023: $2,156,919Net Assets 2023: $6,722,9732023Assets 2024: $8,786,952Liabilities 2024: $2,066,345Net Assets 2024: $6,720,6072024

Highlighted filing

2015

Assets$61,911
Liabilities$431,144
Net Assets-$369,233
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,182,069Expenses 2011: $2,109,809Net Income 2011: $72,2602011Revenue 2012: $2,517,626Expenses 2012: $2,057,728Net Income 2012: $459,8982012Revenue 2013: $2,275,842Expenses 2013: $2,171,147Net Income 2013: $104,6952013Revenue 2015: $1,791,325Expenses 2015: $2,208,465Net Income 2015: -$417,1402015Revenue 2016: $1,414,779Expenses 2016: $2,237,542Net Income 2016: -$822,7632016Revenue 2017: $1,345,895Expenses 2017: $2,191,745Net Income 2017: -$845,8502017Revenue 2018: $9,125,441Expenses 2018: $874,905Net Income 2018: $8,250,5362018Revenue 2019: $1,517,154Expenses 2019: $1,271,114Net Income 2019: $246,0402019Revenue 2020: $791,406Expenses 2020: $729,051Net Income 2020: $62,3552020Revenue 2021: $698,328Expenses 2021: $747,725Net Income 2021: -$49,3972021Revenue 2022: $1,146,153Expenses 2022: $795,240Net Income 2022: $350,9132022Revenue 2023: $932,048Expenses 2023: $1,027,690Net Income 2023: -$95,6422023Revenue 2024: $779,104Expenses 2024: $779,961Net Income 2024: -$8572024

Highlighted filing

2015

Revenue$1,791,325
Expenses$2,208,465
Net Income-$417,140
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 10, 2018
Return Version
2015v3.0
Gross Receipts
$1,791,325
Mission and Program Overview

Mission

To be the global organization of choice for professionals engaged in competitive intelligence and related disciplines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$191,648$58,152▼ $133,496
Land, Buildings, and Equipment, Net$14,172$8,141▼ $6,031
Accounts Receivable-$1,859-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Cash and Non-Interest-Bearing Accounts$-5,718$-6,241▼ $523
Other Assets Total$280,700$0▼ $280,700
Total Assets$480,802$61,911▼ $418,891
Liabilities
Deferred Revenue$417,739$299,497▼ $118,242
Other Liabilities$15,156$131,647▲ $116,491
Total Liabilities$432,895$431,144▼ $1,751
Net Assets / Fund Balance
Unrestricted Net Assets$47,907$-369,233▼ $417,140
Total Net Assets Fund Balance$47,907$-369,233▼ $417,140
Total Liabilities and Net Assets / Fund Balance$480,802$61,911▼ $418,891

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,141$11,346$19,487
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nannette BulgerExecutive DirectorFT$167,750$167,750

Board Members and Trustees

NameTitle
David FrigstadDirector
Wyman BravardDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,791,325
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-417,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,811,046
Salaries, Compensation, and Employee Benefits$397,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,135,364--$1,135,364
Conferences and Meetings$226,509--$226,509
Other Salaries and Wages$201,037--$201,037
Fees for Services Accounting-$191,564-$191,564
Current Officers, Directors, Trustees, and Key Employees$151,250$16,500-$167,750
Fees for Services Other$72,137--$72,137
Travel$55,149--$55,149
Information Technology$46,740--$46,740
Office Expenses-$26,003-$26,003
Payroll Taxes$24,203$1,134-$25,337
Advertising$17,828--$17,828
Depreciation Depletion-$6,190-$6,190
Other Employee Benefits$3,295--$3,295
Fees for Services Legal-$1,835-$1,835
Other Expenses$3,195$358-$358
Insurance-$106-$106
Total Functional Expenses$1,964,775$243,690$0$2,208,465
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Frost & Sullivan - Due To/due From$110,231
Accrued Vacation$13,869
Accrued Expenses$3,817
Chapters Liability$3,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Frost & Sullivan Institute
EIN
20-3391011
Phone
2106215907
Address
7550 IH 10 WEST, SAN ANTONIO, TX 78229

Signing Officer

Name
Nannette Bulger
Title
Executive Director
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nannette Bulger
Formed
2005
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
5

Preparer

Firm
Brehm Havel & Company Llp
Address
7809 BROADWAY ST, SAN ANTONIO, TX 78209-2558
Preparer
Roberta M Cowart
Phone
2108267000
Supplemental Narrative

Additional Explanations

Amended Explanation

“The financials were adjusted, reflecting changes to revenue & deferred revenue, and expenses & prepaid expenses. These changes have been reflected on the amended return.”

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02275842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02517626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02182069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010549901
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt010549901
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010549901
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08141
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011346
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019487
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3110231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CHAPTERS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3FROST & SULLIVAN - DUE TO/DUE FROM
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08141
IRS990ScheduleD/TotalLiabilityAmt0131647
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NANNETTE BULGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167750
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIALS WERE ADJUSTED, REFLECTING CHANGES TO REVENUE & DEFERRED REVENUE, AND EXPENSES & PREPAID EXPENSES. THESE CHANGES HAVE BEEN REFLECTED ON THE AMENDED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Amended Explanation
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0243690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01964775
IRS990/TotalFunctionalExpensesGrp/TotalAmt02208465
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0431144
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IRS990/TotalProgramServiceRevenueAmt01791325
IRS990/TotalReportableCompFromOrgAmt0167750
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01791325
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IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt055149
IRS990/TravelGrp/TotalAmt055149
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt047907
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-369233
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANNETTE BULGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FROST & SULLIVAN INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0FROS
ReturnHeader/Filer/EIN0203391011
ReturnHeader/Filer/PhoneNum02106215907
ReturnHeader/Filer/USAddress/AddressLine1Txt07550 IH 10 WEST
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BREHM HAVEL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07809 BROADWAY ST

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,911
Liabilities
$431,144
Net assets
-$369,233
Revenue
$1,791,325
Expenses
$2,208,465
Net income
-$417,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.79$2.07$6.72$0.78$0.78$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.88$2.16$6.72$0.93$1.03$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.32$2.50$6.82$1.15$0.80$0.35
2021Detailed filing. Detailed filing data is available for this year.$9.11$2.63$6.47$0.70$0.75$0.05
2020Detailed filing. Detailed filing data is available for this year.$8.92$2.40$6.52$0.79$0.73$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.73$2.28$6.46$1.52$1.27$0.25
2018Detailed filing. Detailed filing data is available for this year.$8.13$1.92$6.21$9.13$0.87$8.25
2017Detailed filing. Detailed filing data is available for this year.$0.00$2.04$2.04$1.35$2.19$0.85
2016Detailed filing. Detailed filing data is available for this year.$0.06$1.26$1.19$1.41$2.24$0.82
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.43$0.37$1.79$2.21$0.42
2013Summary only. Only limited summary data is available for this year.$1.02$0.54$0.48$2.28$2.17$0.10
2012Summary only. Only limited summary data is available for this year.$0.96$0.58$0.38$2.52$2.06$0.46
2011Summary only. Only limited summary data is available for this year.$0.61$0.69$0.08$2.18$2.11$0.07