Civic Intelligence

International Association for Strategy

990 • Fiscal year 2017 • EIN 20-8146076

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 02, 2018

Organization ProfileWWW.STRATEGYPLUS.ORG
411 Richmond Street East Suite 200Toronto, Ontario M5A 3S5CA

(877) 816-2080

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.22x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

33%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

96%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

24%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$284,527

Up $139,147 (+96%) from 2016

Net Assets

Up

$221,572

Up $127,784 (+136%) from 2016

Liabilities

Up

$62,955

Up $11,363 (+22%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin93rd percentile

Revenue

Up

$385,998

Up $73,481 (+24%) from 2016

Expenses

Down

$258,214

Down $44,863 (-15%) from 2016

Net Income

Up

$127,784

Up $118,344 (+1254%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2017

Assets$284,527
Liabilities$62,955
Net Assets$221,572
Open 2017 Filing

Operations Trend

Revenue Growth83rd 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

2017

Revenue$385,998
Expenses$258,214
Net Income$127,784
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 2, 2018
Return Version
2016v3.1
Gross Receipts
$385,998
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$128,112$271,625▲ $143,513
Prepaid Expenses and Deferred Charges$8,718$7,702▼ $1,016
Pledges and Grants Receivable$8,550$5,200▼ $3,350
Total Assets$145,380$284,527▲ $139,147
Liabilities
Accounts Payable and Accrued Expenses$51,592$62,955▲ $11,363
Total Liabilities$51,592$62,955▲ $11,363
Net Assets / Fund Balance
Unrestricted Net Assets$93,788$221,572▲ $127,784
Total Net Assets Fund Balance$93,788$221,572▲ $127,784
Total Liabilities and Net Assets / Fund Balance$145,380$284,527▲ $139,147

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,378$3,378
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Jim StockmalPresident
Alan LeedsDirector
Cindy WackettDirector
Howard RohmDirector
Jen BigosDirector
Laurie BacopoulosDirector
Susan RadwanDirector
Alan AnnisTrustee/dire
Alejandro ParedesTrustee/dire
Chinue UeckerTrustee/dire
Chris HafnerTrustee/dire
Jitu MarwahaTrustee/dire
Nathaniel PolsgroveTrustee/dire
Robert BlackTrustee/dire
Lee CrumbaughPast Preside
Denise McnerneySecretary
Tom CarterTreasurer
Ahmed SamyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$107,505
Program Service Revenue
$276,143
Investment Income
$60
Other Revenue
$2,290
Change in Net Assets
$127,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$258,214
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---$116,735
Conferences and Meetings---$62,167
Information Technology---$17,922
Office Expenses---$12,565
Advertising---$9,012
Fees for Services Legal---$7,691
Insurance---$2,902
Fees for Services Accounting---$2,500
Fees for Services Other---$2,487
Travel---$1,896
Other Expenses---$585
All Other Expenses---$75
Total Functional Expenses$0$0$0$258,214
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

Filer Name
Association for Strategic Planning
EIN
20-8146076
Phone
8778162080
Address
CA

Signing Officer

Name
Jim Stockmal
Title
President
Phone
8778162080
Signed
2018-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Stockmal
Formed
2006
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
50

Preparer

Firm
Hill Barth & King LLC
Address
2564 BRUNSWICK PIKE, LAWRENCEVILLE, NJ 08648-4128
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 Appendix397 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt051592
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt062955
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/TotalAmt09012
IRS990/AllOtherExpensesGrp/TotalAmt075
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR STRATEGIC PLANNING
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOR STRATEGIC PLANNING
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt0411 RICHMOND STREET EAST
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine2Txt0SUITE 200
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0TORONTO
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0CA
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0M5A3S5
IRS990/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0ONTARIO
IRS990/BooksInCareOfDetail/PhoneNum08443452828
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0128112
IRS990/CashNonInterestBearingGrp/EOYAmt0271625
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt062167
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107505
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060
IRS990/CYOtherExpensesAmt0258214
IRS990/CYOtherRevenueAmt02290
IRS990/CYProgramServiceRevenueAmt0276143
IRS990/CYRevenuesLessExpensesAmt0127784
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0258214
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0385998
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE ORGANIZATION CONDUCTED CHAPTER PROGRAMS RELEVANT TO STRATEGIC PLANNING.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesLegalGrp/TotalAmt07691
IRS990/FeesForServicesManagementGrp/TotalAmt0116735
IRS990/FeesForServicesOtherGrp/TotalAmt02487
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt515.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt615.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt715.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt815.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt915.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1515.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1615.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1715.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM STOCKMAL
IRS990/Form990PartVIISectionAGrp/PersonNm1AHMED SAMY
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm3DENISE MCNERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4LEE CRUMBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JEN BIGOS
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURIE BACOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm7ALAN LEEDS
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN RADWAN
IRS990/Form990PartVIISectionAGrp/PersonNm9HOWARD ROHM
IRS990/Form990PartVIISectionAGrp/PersonNm10CINDY WACKETT
IRS990/Form990PartVIISectionAGrp/PersonNm11ALAN ANNIS
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRIS HAFNER
IRS990/Form990PartVIISectionAGrp/PersonNm14JITU MARWAHA
IRS990/Form990PartVIISectionAGrp/PersonNm15ALEJANDRO PAREDES
IRS990/Form990PartVIISectionAGrp/PersonNm16NATHANIEL POLSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm17CHINUE UECKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE/DIRE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0385998
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt017922
IRS990/InsuranceGrp/TotalAmt02902
IRS990/InvestmentIncomeGrp/ExclusionAmt060
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt060
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03378
IRS990/LandBldgEquipCostOrOtherBssAmt03378
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0107505
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt093788
IRS990/NetAssetsOrFundBalancesEOYAmt0221572
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt012565
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2AWARDS & RECOGNITION
IRS990/OtherExpensesGrp/Desc3FOREIGN EXCHANGE
IRS990/OtherExpensesGrp/TotalAmt017125
IRS990/OtherExpensesGrp/TotalAmt12790
IRS990/OtherExpensesGrp/TotalAmt21762
IRS990/OtherExpensesGrp/TotalAmt3585
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02290
IRS990/OtherRevenueTotalAmt02290
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08550
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05200
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08718
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07702
IRS990/PrincipalOfficerNm0JIM STOCKMAL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SPONSOR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0230693
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0230693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145450
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION CONDUCTED AN ANNUAL TWO AND A HALF DAY CONFERENCE ON ISSUES OF STRATEGIC PLANNING.
IRS990/ProgSrvcAccomActy3Grp/Desc0PRODUCED PROFESSIONAL PUBLICATIONS, INCLUDING E MAGAZINE FOR MEMBERS, "THE STRATEGIC EDGE".
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CERTIFICATION PROGRAM
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0104815
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt0303077
IRS990/PYOtherRevenueAmt011674
IRS990/PYProgramServiceRevenueAmt0195992
IRS990/PYRevenuesLessExpensesAmt09440
IRS990/PYTotalExpensesAmt0303077
IRS990/PYTotalRevenueAmt0312517
IRS990/ReconcilationRevenueExpnssAmt0127784
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
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/TotalAssetsBOYAmt0145380
IRS990/TotalAssetsEOYAmt0284527
IRS990/TotalAssetsGrp/BOYAmt0145380
IRS990/TotalAssetsGrp/EOYAmt0284527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107505
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258214
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051592
IRS990/TotalLiabilitiesEOYAmt062955
IRS990/TotalLiabilitiesGrp/BOYAmt051592
IRS990/TotalLiabilitiesGrp/EOYAmt062955
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221572
IRS990/TotalProgramServiceRevenueAmt0276143
IRS990/TotalRevenueGrp/ExclusionAmt060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0278433
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0385998
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0145380
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284527
IRS990/TravelGrp/TotalAmt01896
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt093788
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0221572
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01919 N LYNN ST 8119
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.STRATEGYPLUS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STOCKMAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08778162080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR STRATEGIC PLANNING
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0208146076
ReturnHeader/Filer/ForeignAddress/AddressLine1Txt0411 RICHMOND STREET EAST SUITE 200
ReturnHeader/Filer/ForeignAddress/CityNm0TORONTO
ReturnHeader/Filer/ForeignAddress/CountryCd0CA
ReturnHeader/Filer/ForeignAddress/ForeignPostalCd0M5A 3S5
ReturnHeader/Filer/ForeignAddress/ProvinceOrStateNm0ONTARIO
ReturnHeader/Filer/PhoneNum08778162080
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06ADE26FB162C5154380582036B348BE35A4D0EAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04AEADFD85257E699A68CDBA2558579437B293DCE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02564 BRUNSWICK PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAWRENCEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086484128
ReturnHeader/PreparerPersonGrp/PhoneNum06098839000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BARTOLOMEI CPA
ReturnHeader/ReturnTs02018-05-14T15:02:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,527
Liabilities
$62,955
Net assets
$221,572
Revenue
$385,998
Expenses
$258,214
Net income
$127,784
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits