Civic Intelligence

Xmpie User Group Inc

990 • Fiscal year 2014 • EIN 20-5519995

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

330 North Wabash Suite 2000Chicago, IL 60611

(312) 673-4750

Siviq Scores

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

Liabilities / Assets

97th percentile

1.05x

Higher debt load relative to assets than 97% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.44x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

264%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

31%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$93,343

Up $67,690 (+264%) from 2013

Net Assets

Down

-$4,452

Down $902 (-25%) from 2013

Liabilities

Up

$97,795

Up $68,592 (+235%) from 2013

Revenue

Up

$223,091

Up $52,485 (+31%) from 2013

Expenses

Up

$223,993

Up $41,913 (+23%) from 2013

Net Income

Up

-$902

Up $10,572 (+92%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $68,525Liabilities 2010: $19,602Net Assets 2010: $48,9232010Assets 2011: $105,601Liabilities 2011: $63,642Net Assets 2011: $41,9592011Assets 2012: $83,785Liabilities 2012: $75,861Net Assets 2012: $7,9242012Assets 2013: $25,653Liabilities 2013: $29,203Net Assets 2013: -$3,5502013Assets 2014: $93,343Liabilities 2014: $97,795Net Assets 2014: -$4,4522014Assets 2015: $121,133Liabilities 2015: $141,259Net Assets 2015: -$20,1262015Assets 2016: $152,531Liabilities 2016: $137,445Net Assets 2016: $15,0862016Assets 2017: $92,034Liabilities 2017: $151,949Net Assets 2017: -$59,9152017Assets 2018: $53,910Liabilities 2018: $69,223Net Assets 2018: -$15,3132018Assets 2019: $42,420Liabilities 2019: $69,223Net Assets 2019: -$26,8032019

Highlighted filing

2014

Assets$93,343
Liabilities$97,795
Net Assets-$4,452

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $135,516Expenses 2010: $126,112Net Income 2010: $9,4042010Revenue 2011: $175,543Expenses 2011: $182,507Net Income 2011: -$6,9642011Revenue 2012: $189,400Expenses 2012: $223,435Net Income 2012: -$34,0352012Revenue 2013: $170,606Expenses 2013: $182,080Net Income 2013: -$11,4742013Revenue 2014: $223,091Expenses 2014: $223,993Net Income 2014: -$9022014Revenue 2015: $201,064Expenses 2015: $216,738Net Income 2015: -$15,6742015Revenue 2016: $251,455Expenses 2016: $216,243Net Income 2016: $35,2122016Revenue 2017: $207,749Expenses 2017: $282,750Net Income 2017: -$75,0012017Revenue 2018: $60,000Expenses 2018: $15,398Net Income 2018: $44,6022018Revenue 2019: $0Expenses 2019: $11,490Net Income 2019: -$11,4902019

Highlighted filing

2014

Revenue$223,091
Expenses$223,993
Net Income-$902
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$223,091
Mission and Program Overview

Mission

To provide a forum to discuss and share variable data campaign experiences and knowledge

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,007$73,308▲ $49,301
Accounts Receivable-$18,599-
Prepaid Expenses and Deferred Charges$1,646$1,436▼ $210
Total Assets$25,653$93,343▲ $67,690
Liabilities
Accounts Payable and Accrued Expenses$23,598$87,018▲ $63,420
Deferred Revenue$5,605$10,777▲ $5,172
Total Liabilities$29,203$97,795▲ $68,592
Net Assets / Fund Balance
Unrestricted Net Assets$-3,550$-4,452▼ $902
Total Net Assets Fund Balance$-3,550$-4,452▼ $902
Total Liabilities and Net Assets / Fund Balance$25,653$93,343▲ $67,690
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeroen Van DruenenPresident
Mark BrinkmanVice President
Christian KopoczDirector
Jacob AizikowitzDirector
John LeiningerDirector
Judy BerlinDirector
Leodnardo CarvalhoDirector
Waleed AshooDirector
Josh BermanExecutive Director
Will FurphySecretary / Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Smithbucklin CorporationAssociation Management330 NORTH WABASH AVENUE STE 6000, Chicago, IL 60611$101,430
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$213,091
Investment Income
$0
Other Revenue
$10,000
Change in Net Assets
$-902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$97,619
Fees for Services Management---$70,527
Information Technology---$19,221
Fees for Services Accounting---$15,169
Office Expenses---$7,002
Insurance---$3,178
Other Expenses---$223
Fees for Services Legal---$40
Total Functional Expenses$0$0$0$223,993
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Smithbucklin corporation is a management company which manages all aspects of the organization in accordance with the organization's bylaws and policies. Operations may include but are not limited to administration, membership, finance and accounting, convention/tradeshow/meeting planning, education, marketing, information technology and government relations.

Form 990, Part VI, Section A, Line 6

The organization has several classes of members. However, only regular and affiliate members have voting power and receive one vote each.

Form 990, Part VI, Section A, Line 7A

See explanation for part vi, section a, line 6

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the board of directors prior to filing

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

All directors, principal officers and committee members must disclose any conflict of interest, including all material facts, to the directors and committee members who will then decide if a conflict of interest exists and take appropriate disciplinary and corrective action, if necessary. On an annual basis, each director, principal officer and committee member shall discuss the conflict of interest policy and declare any conflict at that time. On an annual basis, each director, principal officer and committee member shall orally agree to comply with the policy and affirm that he/she understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request

Filing and Contact Details

Filer

Filer Name
Xmpie User Group Inc
EIN
20-5519995
Phone
3126734750
Address
330 NORTH WABASH SUITE 2000, CHICAGO, IL 60611

Signing Officer

Name
Josh Berman
Title
Executive Director
Phone
3126734750
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Berman
Formed
2006
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Gregory S Adams
Phone
6305738600
Raw XML Appendix323 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS SEVERAL CLASSES OF MEMBERS. HOWEVER, ONLY REGULAR AND AFFILIATE MEMBERS HAVE VOTING POWER AND RECEIVE ONE VOTE EACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE EXPLANATION FOR PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DIRECTORS, PRINCIPAL OFFICERS AND COMMITTEE MEMBERS MUST DISCLOSE ANY CONFLICT OF INTEREST, INCLUDING ALL MATERIAL FACTS, TO THE DIRECTORS AND COMMITTEE MEMBERS WHO WILL THEN DECIDE IF A CONFLICT OF INTEREST EXISTS AND TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, IF NECESSARY. ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER SHALL DISCUSS THE CONFLICT OF INTEREST POLICY AND DECLARE ANY CONFLICT AT THAT TIME. ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER SHALL ORALLY AGREE TO COMPLY WITH THE POLICY AND AFFIRM THAT HE/SHE UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-3550
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-4452
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0213091
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0223091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223091
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025653
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093343
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-3550
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-4452
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 NORTH WABASH AVENUE
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060611
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.XMPIEUSERS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126734750
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XMPIE USER GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0XMPI
ReturnHeader/Filer/EIN0205519995
ReturnHeader/Filer/PhoneNum03126734750
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 NORTH WABASH SUITE 2000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 W 22ND ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAK BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060523
ReturnHeader/PreparerPersonGrp/PhoneNum06305738600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S ADAMS
ReturnHeader/ReturnTs02015-11-11T07:46:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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