Civic Intelligence

International Association for Strategy

990 • Fiscal year 2018 • EIN 20-8146076

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 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

86th percentile

0.30x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

9.8%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-1.7%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$367,797

Up $83,270 (+29%) from 2017

Net Assets

Up

$258,888

Up $37,316 (+17%) from 2017

Liabilities

Up

$108,909

Up $45,954 (+73%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin68th percentile

Revenue

Down

$379,556

Down $6,442 (-1.7%) from 2017

Expenses

Up

$342,240

Up $84,026 (+33%) from 2017

Net Income

Down

$37,316

Down $90,468 (-71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$367,797
Liabilities$108,909
Net Assets$258,888
Open 2018 Filing

Operations Trend

Revenue Growth44th 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

2018

Revenue$379,556
Expenses$342,240
Net Income$37,316
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.3
Gross Receipts
$379,556
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$271,625$358,188▲ $86,563
Prepaid Expenses and Deferred Charges$7,702$4,941▼ $2,761
Pledges and Grants Receivable$5,200$3,498▼ $1,702
Total Assets$284,527$367,797▲ $83,270
Other Assets Total-$1,170-
Liabilities
Accounts Payable and Accrued Expenses$62,955$105,234▲ $42,279
Deferred Revenue-$3,675-
Total Liabilities$62,955$108,909▲ $45,954
Net Assets / Fund Balance
Unrestricted Net Assets$221,572$258,888▲ $37,316
Total Net Assets Fund Balance$221,572$258,888▲ $37,316
Total Liabilities and Net Assets / Fund Balance$284,527$367,797▲ $83,270
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Jim StockmalPresident
Denise McnerneyPresident El
Alan LeedsDirector
Alejandro ParedesDirector
Anca BaborDirector
Chinue UeckerDirector
Chris HafnerDirector
Chris HankinsDirector
Dan SpacieDirector
Daniel OmaraDirector
Jason BloomfieldDirector
Jitu MarwahaDirector
Mike Abrey-buggDirector
Susan RadwanDirector
Nathaniel PolsgroveSecretary
Tom CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,822
Program Service Revenue
$265,303
Investment Income
$124
Other Revenue
$11,307
Change in Net Assets
$37,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,240
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---$152,350
Conferences and Meetings---$100,548
Fees for Services Legal---$22,366
Information Technology---$14,094
Advertising---$9,665
Fees for Services Other---$9,624
Travel---$7,327
Office Expenses---$6,065
Fees for Services Accounting---$2,600
Insurance---$1,803
Other Expenses---$895
Total Functional Expenses$0$0$0$342,240
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
2018-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Stockmal
Formed
2006
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
75

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”

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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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149850
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/PYContributionsGrantsAmt0107505
IRS990/PYInvestmentIncomeAmt060
IRS990/PYOtherExpensesAmt0258214
IRS990/PYOtherRevenueAmt02290
IRS990/PYProgramServiceRevenueAmt0276143
IRS990/PYRevenuesLessExpensesAmt0127784
IRS990/PYTotalExpensesAmt0258214
IRS990/PYTotalRevenueAmt0385998
IRS990/ReconcilationRevenueExpnssAmt037316
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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/TotalAssetsBOYAmt0284527
IRS990/TotalAssetsEOYAmt0367797
IRS990/TotalAssetsGrp/BOYAmt0284527
IRS990/TotalAssetsGrp/EOYAmt0367797
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0102822
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0342240
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt062955
IRS990/TotalLiabilitiesEOYAmt0108909
IRS990/TotalLiabilitiesGrp/BOYAmt062955
IRS990/TotalLiabilitiesGrp/EOYAmt0108909
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0221572
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0258888
IRS990/TotalProgramServiceRevenueAmt0265303
IRS990/TotalRevenueGrp/ExclusionAmt0124
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0276610
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0379556
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0284527
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367797
IRS990/TravelGrp/TotalAmt07327
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0221572
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0258888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01919 N LYNN ST 8119
IRS990/USAddress/CityNm0ARLINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022209
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.STRATEGYPLUS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STOCKMAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08778162080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
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/AtSubmissionCreationDeviceId0BEA1BF410E13EDF92D17F40EB2ACB0B4208B2B09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BEA1BF410E13EDF92D17F40EB2ACB0B4208B2B09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.167.186.164
ReturnHeader/FilingSecurityInformation/IPDt02018-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:04:47
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/PreparationDt02018-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BARTOLOMEI CPA
ReturnHeader/ReturnTs02018-11-20T09:04:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$367,797
Liabilities
$108,909
Net assets
$258,888
Revenue
$379,556
Expenses
$342,240
Net income
$37,316
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
2018Detailed filing. Detailed filing data is available for this year.$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