Civic Intelligence

International Association for Strategy

990 • Fiscal year 2014 • EIN 20-8146076

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 07, 2016

Organization ProfileWWW.STRATEGYPLUS.ORG
201 W Lake St Suite 260606

(877) 816-2080

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.23x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

31st percentile

-3.9%

Higher net margin than 31% 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

54th percentile

5.0%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.3%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$104,374

Up $4,950 (+5.0%) from 2013

Net Assets

Down

$79,905

Down $11,036 (-12%) from 2013

Liabilities

Up

$24,469

Up $15,986 (+188%) from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin31st percentile

Revenue

Up

$285,407

Up $6,337 (+2.3%) from 2013

Expenses

Down

$296,443

Down $31,646 (-9.6%) from 2013

Net Income

Up

-$11,036

Up $37,983 (+77%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2012: $140,095Liabilities 2012: $135Net Assets 2012: $139,9602012Assets 2013: $99,424Liabilities 2013: $8,483Net Assets 2013: $90,9412013Assets 2014: $104,374Liabilities 2014: $24,469Net Assets 2014: $79,9052014Assets 2015: $104,148Liabilities 2015: $19,800Net Assets 2015: $84,3482015Assets 2016: $145,380Liabilities 2016: $51,592Net Assets 2016: $93,7882016Assets 2017: $284,527Liabilities 2017: $62,955Net Assets 2017: $221,5722017Assets 2018: $367,797Liabilities 2018: $108,909Net Assets 2018: $258,8882018Assets 2019: $298,888Liabilities 2019: $24,038Net Assets 2019: $274,8502019Assets 2020: $201,013Liabilities 2020: $97,013Net Assets 2020: $104,0002020Assets 2021: $154,112Liabilities 2021: $67,809Net Assets 2021: $86,3032021Assets 2022: $197,144Liabilities 2022: $51,660Net Assets 2022: $145,4842022Assets 2023: $168,695Liabilities 2023: $59,260Net Assets 2023: $109,4352023

Highlighted filing

2014

Assets$104,374
Liabilities$24,469
Net Assets$79,905
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200KRevenue 2012: $315,697Expenses 2012: $315,342Net Income 2012: $3552012Revenue 2013: $279,070Expenses 2013: $328,089Net Income 2013: -$49,0192013Revenue 2014: $285,407Expenses 2014: $296,443Net Income 2014: -$11,0362014Revenue 2015: $309,353Expenses 2015: $304,910Net Income 2015: $4,4432015Revenue 2016: $312,517Expenses 2016: $303,077Net Income 2016: $9,4402016Revenue 2017: $385,998Expenses 2017: $258,214Net Income 2017: $127,7842017Revenue 2018: $379,556Expenses 2018: $342,240Net Income 2018: $37,3162018Revenue 2019: $395,611Expenses 2019: $379,649Net Income 2019: $15,9622019Revenue 2020: $163,431Expenses 2020: $334,281Net Income 2020: -$170,8502020Revenue 2021: $300,910Expenses 2021: $318,607Net Income 2021: -$17,6972021Revenue 2022: $326,346Expenses 2022: $267,165Net Income 2022: $59,1812022Revenue 2023: $362,300Expenses 2023: $398,348Net Income 2023: -$36,0482023

Highlighted filing

2014

Revenue$285,407
Expenses$296,443
Net Income-$11,036
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 7, 2016
Return Version
2013v4.0
Gross Receipts
$285,407
Mission and Program Overview

Mission

To encourage the development and practice of strategic planning processes by corporations, entrepreneurial businesses and not-for-profit organizations by fostering and disseminating the latest ideas and techniques for formulating and implementing strategies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$97,581$98,617▲ $1,036
Prepaid Expenses and Deferred Charges-$3,248-
Pledges and Grants Receivable$1,843$2,509▲ $666
Total Assets$99,424$104,374▲ $4,950
Liabilities
Accounts Payable and Accrued Expenses$8,483$21,824▲ $13,341
Deferred Revenue-$2,645-
Total Liabilities$8,483$24,469▲ $15,986
Net Assets / Fund Balance
Unrestricted Net Assets$90,941$79,905▼ $11,036
Total Net Assets Fund Balance$90,941$79,905▼ $11,036
Total Liabilities and Net Assets / Fund Balance$99,424$104,374▲ $4,950

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,378$3,378
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Neelima FirthPresident
Ahmed SamyDirector
Alan LeedsDirector
Bill CraddockDirector
Kevin CenterDirector
Laurie BacopoulosDirector
Michael BischoffDirector
Robert HockinDirector
Susan RadwanDirector
Ted GalpinDirector
Jim StockmalSecretary
Tom CarterTreasurer
Lee CrumbaughVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Creative Marketing Alliance INCManagement Fee-$123,184
Revenue and Support

Revenue Composition

Contributions and Grants
$92,557
Program Service Revenue
$189,287
Investment Income
$23
Other Revenue
$3,540
Change in Net Assets
$-11,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,443
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
Fees for Services Management---$138,859
Conferences and Meetings---$69,123
Fees for Services Other---$19,640
Office Expenses---$15,559
Advertising---$7,903
Travel---$4,214
Information Technology---$3,499
Fees for Services Accounting---$2,250
Insurance---$1,900
Other Expenses---$1,595
All Other Expenses---$1,470
Total Functional Expenses$0$0$0$296,443
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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, Page 6, Part VI, Line 3

“The organization has used an independent management company to handle day- to-day financial responsibilities of the organization, including accounting functions. All financial statements are reviewed on a regular basis by the board of directors.”

Form 990, Page 6, Part VI, Line 6

“The organization has members that pay annual dues to the national office. The organization has an annual election in which members vote for the board of directors. The members do not vote on other issues.”

Form 990, Page 6, Part VI, Line 7A

“The organization has members that pay annual dues to the national office. The organization has an annual election in which members vote for the board of directors. The members do not vote on other issues.”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 was made available to all board members prior to its filing.”

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

“As described in the organization's conflict of interest policy, periodic reviews to ensure compliance with this policy. If necessary, the policy provides for the use of outside experts to review potential conflicts.”

Form 990, Page 6, Part VI, Line 19

“Documents and returns are available upon request.”

Filing and Contact Details

Filer

EIN
20-8146076
Phone
8778162080

Signing Officer

Name
Lee Crumbaugh
Title
President
Phone
8778162080
Signed
2016-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neelima Firth
Formed
2006
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
94

Preparer

Preparer
James Bartolomei CPA
Phone
6098839000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To encourage the development and practice of strategic planning processes by corporations, entrepreneurial businesses and not-for-profit organizations by fostering and disseminating the latest ideas and techniques for formulating and implementing strategies.”

Form 990, Page 2, Part III, Line 4D

“CERTIFICATION PROGRAM”

Raw XML Appendix365 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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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03378
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03378
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ENCOURAGE THE DEVELOPMENT AND PRACTICE OF STRATEGIC PLANNING PROCESSES BY CORPORATIONS, ENTREPRENEURIAL BUSINESSES AND NOT-FOR-PROFIT ORGANIZATIONS BY FOSTERING AND DISSEMINATING THE LATEST IDEAS AND TECHNIQUES FOR FORMULATING AND IMPLEMENTING STRATEGIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CERTIFICATION PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS USED AN INDEPENDENT MANAGEMENT COMPANY TO HANDLE DAY- TO-DAY FINANCIAL RESPONSIBILITIES OF THE ORGANIZATION, INCLUDING ACCOUNTING FUNCTIONS. ALL FINANCIAL STATEMENTS ARE REVIEWED ON A REGULAR BASIS BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS MEMBERS THAT PAY ANNUAL DUES TO THE NATIONAL OFFICE. THE ORGANIZATION HAS AN ANNUAL ELECTION IN WHICH MEMBERS VOTE FOR THE BOARD OF DIRECTORS. THE MEMBERS DO NOT VOTE ON OTHER ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS MEMBERS THAT PAY ANNUAL DUES TO THE NATIONAL OFFICE. THE ORGANIZATION HAS AN ANNUAL ELECTION IN WHICH MEMBERS VOTE FOR THE BOARD OF DIRECTORS. THE MEMBERS DO NOT VOTE ON OTHER ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AS DESCRIBED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, PERIODIC REVIEWS TO ENSURE COMPLIANCE WITH THIS POLICY. IF NECESSARY, THE POLICY PROVIDES FOR THE USE OF OUTSIDE EXPERTS TO REVIEW POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS AND RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt099424
IRS990/TotalAssetsEOYAmt0104374
IRS990/TotalAssetsGrp/BOYAmt099424
IRS990/TotalAssetsGrp/EOYAmt0104374
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092557
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08483
IRS990/TotalLiabilitiesEOYAmt024469
IRS990/TotalLiabilitiesGrp/BOYAmt08483
IRS990/TotalLiabilitiesGrp/EOYAmt024469
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079905
IRS990/TotalProgramServiceRevenueAmt0189287
IRS990/TotalRevenueGrp/ExclusionAmt023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0192827
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285407
IRS990/TotalVolunteersCnt094
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt099424
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0104374
IRS990/TravelGrp/TotalAmt04214
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt090941
IRS990/UnrestrictedNetAssetsGrp/EOYAmt079905
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1012021 WILSHIRE BLVD
IRS990/USAddress/City0LOS ANGELES
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode0900251200
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.STRATEGYPLUS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE CRUMBAUGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08778162080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ASSOCIATION FOR STRATEGIC PLANNING
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0208146076
ReturnHeader/Filer/PhoneNum08778162080
ReturnHeader/Filer/USAddress/AddressLine10201 W LAKE ST SUITE 2
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102564 BRUNSWICK PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAWRENCEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0086484128
ReturnHeader/PreparerPersonGrp/PhoneNum06098839000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BARTOLOMEI CPA
ReturnHeader/ReturnTs02016-01-13T12:18:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,374
Liabilities
$24,469
Net assets
$79,905
Revenue
$285,407
Expenses
$296,443
Net income
-$11,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.69$0.59$1.09$3.62$3.98$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.52$1.45$3.26$2.67$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.68$0.86$3.01$3.19$0.18
2020Summary only. Only limited summary data is available for this year.$2.01$0.97$1.04$1.63$3.34$1.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.24$2.75$3.96$3.80$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$1.09$2.59$3.80$3.42$0.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.63$2.22$3.86$2.58$1.28
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.52$0.94$3.13$3.03$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.20$0.84$3.09$3.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.24$0.80$2.85$2.96$0.11
2013Summary only. Only limited summary data is available for this year.$0.99$0.08$0.91$2.79$3.28$0.49
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$3.16$3.15$0.00