Civic Intelligence

Professional Association for Customer Engagement Inc

990 • Fiscal year 2023 • EIN 22-2582290

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

7230 Arbuckle Commons Ste 190Brownsburg, IN 46112

(317) 816-9336

Siviq Scores

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

Liabilities / Assets

99th percentile

2.08x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.61x

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-21%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$150,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Revenue Growth

89th percentile

43%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2023

Assets

Up

$417,750

Up $120,850 (+41%) from 2021

Net Assets

Down

-$451,978

Down $641,758 (-338%) from 2021

Liabilities

Up

$869,728

Up $762,608 (+712%) from 2021

Revenue

Up

$1,428,274

Up $731,045 (+105%) from 2021

Expenses

Up

$1,723,265

Up $1,123,925 (+188%) from 2021

Net Income

Down

-$294,991

Down $392,880 (-401%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $473,351Liabilities 2010: $573,581Net Assets 2010: -$100,2302010Assets 2011: $314,592Liabilities 2011: $639,380Net Assets 2011: -$324,7882011Assets 2014: $247,654Liabilities 2014: $375,130Net Assets 2014: -$127,4762014Assets 2015: $315,094Liabilities 2015: $132,265Net Assets 2015: $182,8292015Assets 2016: $358,958Liabilities 2016: $141,387Net Assets 2016: $217,5712016Assets 2017: $268,055Liabilities 2017: $126,497Net Assets 2017: $141,5582017Assets 2018: $250,155Liabilities 2018: $215,406Net Assets 2018: $34,7492018Assets 2019: $276,552Liabilities 2019: $297,649Net Assets 2019: -$21,0972019Assets 2020: $277,593Liabilities 2020: $185,702Net Assets 2020: $91,8912020Assets 2021: $296,900Liabilities 2021: $107,120Net Assets 2021: $189,7802021Assets 2023: $417,750Liabilities 2023: $869,728Net Assets 2023: -$451,9782023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$417,750
Liabilities$869,728
Net Assets-$451,978

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,895,7012010Revenue 2011: $1,717,673Expenses 2011: $1,811,926Net Income 2011: -$94,2532011Revenue 2014: $1,432,078Expenses 2014: $1,323,808Net Income 2014: $108,2702014Revenue 2015: $1,222,739Expenses 2015: $912,434Net Income 2015: $310,3052015Revenue 2016: $1,041,432Expenses 2016: $1,006,690Net Income 2016: $34,7422016Revenue 2017: $1,023,872Expenses 2017: $1,099,885Net Income 2017: -$76,0132017Revenue 2018: $1,033,002Expenses 2018: $1,139,811Net Income 2018: -$106,8092018Revenue 2019: $1,083,184Expenses 2019: $1,139,030Net Income 2019: -$55,8462019Revenue 2020: $826,364Expenses 2020: $713,376Net Income 2020: $112,9882020Revenue 2021: $697,229Expenses 2021: $599,340Net Income 2021: $97,8892021Revenue 2023: $1,428,274Expenses 2023: $1,723,265Net Income 2023: -$294,9912023

Highlighted filing

2023

Revenue$1,428,274
Expenses$1,723,265
Net Income-$294,991
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.0
Gross Receipts
$1,428,274
Mission and Program Overview

Mission

The professional association for customer engagement (pace) is the only non-profit trade association dedicated exclusively to the advancement of companies that engage with customers via the contact center. We promote our members ability to provide outstanding customer service and sales solutions delivered via omni channel communication including voice, email, chat, text and social media.pace values members by providing essential business elements in the form of:-forums for networking at international, national and regional levels;-programs for business learning;-advocacy of contact center users and providers'interests before state and federal government;-research on consumer and regulatory topics of interest to contact centers in their business operations;-information about global developments in contact centers; and-education of the general public and media to promote contact center providers and users' business interests of their strong commitment to customer service

The professional association of customer engagement (pace) is the only non-profit trade assocation dedicated exclusively to the advancement of companies that engage with customers via the contact center. We promote our members' ability to provide outstanding customer service and sales solutions delivered via omni channel communication including voice, email, chat, text and social media.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$280,153$410,393▲ $130,240
Cash and Non-Interest-Bearing Accounts$41,874--
Prepaid Expenses and Deferred Charges$9,306--
Savings and Temporary Cash Investments$95,224$7,357▼ $87,867
Rtn Earn Endowment Incm Other Fnds$-197,575$-451,978▼ $254,403
Total Assets$426,666$417,750▼ $8,916
Other Assets Total$109--
Liabilities
Accounts Payable and Accrued Expenses$356,374$869,728▲ $513,354
Deferred Revenue$267,867--
Total Liabilities$624,241$869,728▲ $245,487
Net Assets / Fund Balance
Total Net Assets Fund Balance$-197,575$-451,978▼ $254,403
Total Liabilities and Net Assets / Fund Balance$426,666$417,750▼ $8,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rob SeaverCEOFT$150,000$150,000
Joe LaskowskiCOOFT$100,000$100,000

Board Members and Trustees

NameTitle
Gregory GraggChair
Isaac ShlossVice-chair
Mark BoehmerSecretary
Carmit DiandreaTreasurer
Aaron EvansVoting Membe
Amanda HortonVoting Membe
Andrew BalthaserVoting Membe
Bas OffersVoting Membe
Ben ZitterVoting Membe
Bruce CookVoting Membe
Christine HaerichVoting Membe
Erik JosowitzVoting Membe
Fernando BorgheseVoting Membe
Gayla HuberVoting Membe
Joy ParkVoting Membe
Matt ConlinVoting Membe
Nima HakimiVoting Membe
Rob MarshallVoting Membe
Rob RokoffVoting Membe
Sam FallettaVoting Membe
Scott FreyVoting Membe
Steve RaffertyVoting Membe
Tyler OrrellVoting Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$611,608
Program Service Revenue
$810,661
Investment Income
$10
Other Revenue
$5,995
All Other Contributions
$268,194
Change in Net Assets
$-294,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,364,345
Salaries, Compensation, and Employee Benefits$358,920
Total Fundraising Expense$202,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$695,470--$695,470
Current Officers, Directors, Trustees, and Key Employees$67,500$120,000$62,500$250,000
Fees for Services Other$91,845$91,846-$183,691
Advertising$51,424$61,128$31,838$144,390
Other Salaries and Wages$29,408$52,282$27,230$108,920
Travel$24,794$41,619$22,138$88,551
Information Technology$18,168$30,496$16,221$64,885
Fees for Services Accounting$14,840$24,910$13,250$53,000
Office Expenses$24,863$14,903$7,927$47,693
Fees for Services Legal$13,160$22,090$11,750$47,000
Fees for Services Lobbying$4,200$7,050$3,750$15,000
Fees for Services Management$3,400$5,706$3,035$12,141
Insurance$741$1,244$662$2,647
Other Expenses$1,211$821$437$1,211
Total Functional Expenses$1,043,761$477,014$202,490$1,723,265
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Classes of members or stockholders; each member of professional association for customer engagement, inc. (pace) is a company who is significantly involved in contact centers. The members elect the board of directors and approve significant decisions of the governing body. There are four classes of members, all of which have equal rights. The classes of members are platinum, gold, silver, and brand.

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

Members or stockholders electing members of governing body: the members of professional association for customer engagement, inc. (pace) elect the board of directors.

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

Decisions requiring approval by members or stockholders; the members of professional association for customer engagement, inc. (pace) approve significant decisions of the governing body including approval of changes made to the organization's governing documents.

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

Review of form 990 by governing body: the chairman of the board and the treasurer review the form 990. After the review, a final draft of the form 990 is distributed via email to the entire board of directors before it is filed with the irs.

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

Conflict of interest policy; the finance director of the association is charged with identifying any potential conflicts of interest, in which case it goes to the executive committee and then board of directors at its next scheduled board meeting. Further, officers, directors and other affected parties are required, on an annual basis, to affirmatively state that they are not aware of any conflict of interest that has not been previously reported. If a conflict is identified, the individuals involved in the conflict must remove themselves from the decision making process associated with teh conflict.

Form 990, Page 6, Part VI, Line 19

Public disclosure; financial statments, governing documents, and conflict of interest policies are not required disclosures pursuant to internal revenue code (irc) section 6104. These documents are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Professional Association for
EIN
22-2582290
Phone
3178169336
Address
7230 ARBUCKLE COMMONS STE 190, BROWNSBURG, IN 46112

Signing Officer

Name
Gregory Gragg
Title
Chair
Phone
8165916529
Signed
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Gragg
Formed
1985
Legal Domicile
De
Voting Board Members
23
Independent Board Members
23
Employees
5
Volunteers
100

Preparer

Firm
Goldstein Tax Prep
Address
6507 WILKINS AVE STE 202, PITTSBURGH, PA 15217
Preparer
Barry Kaufman CPA
Phone
4123629040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The professional association of customer engagement (pace) is the only non-profit trade assocation dedicated exclusively to the advancement of companies that engage with customers via the contact center. We promote our members' ability to provide outstanding customer service and sales solutions delivered via omni channel communication including voice, email, chat, text and social media.

Form 990

Description of organization mission: dedicated exclusively to the advancement of companies that engage with customers via the contact center. We promote our members ability to provide outstandign customer service and sales solutions delivered via omni channel communication including voice, email, chat, text and social media.

Form 990, Part IX, Line 11G

Professional fees 91,845 91,846 0

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IRS990/MissionDesc0THE PROFESSIONAL ASSOCIATION OF CUSTOMER ENGAGEMENT (PACE) IS THE ONLY NON-PROFIT TRADE ASSOCATION DEDICATED EXCLUSIVELY TO THE ADVANCEMENT OF COMPANIES THAT ENGAGE WITH CUSTOMERS VIA THE CONTACT CENTER. WE PROMOTE OUR MEMBERS' ABILITY TO PROVIDE OUTSTANDING CUSTOMER SERVICE AND SALES SOLUTIONS DELIVERED VIA OMNI CHANNEL COMMUNICATION INCLUDING VOICE, EMAIL, CHAT, TEXT AND SOCIAL MEDIA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0DURING THE YEAR, PACE HELD OVER MULTIPLE EVENTS FOR THE BENEFIT OF ITS MEMBERS. THESE EVENTS FURTHER THE ASSOCIATION'S OBJECTIVE OF PROVIDING EDUCATION AND NETWORKING OPPORTUNITIES AND CONTINUING TO IMPROVE THE OVERALL HEALTH OF THE CONTACT CENTER CHANNEL.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT SELF REGULATORY ORGANIZATION (PACE-SRO), A DIVISION OF PACE, INCORPROATES ASPECTS OF GOVERNMENTAL REGULATIONS AND CONSUMER PROTECTION RULES FOR CONTACT CENTERS. THE GOAL OF THE PACE-SRO IS TO ASSURE A POSTIIVE CONTACT CENTER EXPERIENCE FOR CONSUMERS AND PROVIDE AN OBJECTIVE SYSTEM THAT REINFORCES COMPANIES' COMMITMENT TO GOVERNMENT COMPLIANCE. PACE FURTHER BROADED ITS SRO INTIIATIVE BY CREATING ACCREDITATION OPPORTUNITIES THROUGH THE TAYLOR INSTITUTE OF AKRON UNIVERSITY AND CONTINUED COOPERATION WITH THE FEDERAL TRADE COMMISSION AND FEDERAL COMMUNICATIONS COMMISSION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROFESSIONAL ASSOCIATION OF CUSTOMER ENGAGEMENT (PACE) IS THE ONLY NON-PROFIT TRADE ASSOCATION DEDICATED EXCLUSIVELY TO THE ADVANCEMENT OF COMPANIES THAT ENGAGE WITH CUSTOMERS VIA THE CONTACT CENTER. WE PROMOTE OUR MEMBERS' ABILITY TO PROVIDE OUTSTANDING CUSTOMER SERVICE AND SALES SOLUTIONS DELIVERED VIA OMNI CHANNEL COMMUNICATION INCLUDING VOICE, EMAIL, CHAT, TEXT AND SOCIAL MEDIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION OF ORGANIZATION MISSION: DEDICATED EXCLUSIVELY TO THE ADVANCEMENT OF COMPANIES THAT ENGAGE WITH CUSTOMERS VIA THE CONTACT CENTER. WE PROMOTE OUR MEMBERS ABILITY TO PROVIDE OUTSTANDIGN CUSTOMER SERVICE AND SALES SOLUTIONS DELIVERED VIA OMNI CHANNEL COMMUNICATION INCLUDING VOICE, EMAIL, CHAT, TEXT AND SOCIAL MEDIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSES OF MEMBERS OR STOCKHOLDERS; EACH MEMBER OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) IS A COMPANY WHO IS SIGNIFICANTLY INVOLVED IN CONTACT CENTERS. THE MEMBERS ELECT THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. THERE ARE FOUR CLASSES OF MEMBERS, ALL OF WHICH HAVE EQUAL RIGHTS. THE CLASSES OF MEMBERS ARE PLATINUM, GOLD, SILVER, AND BRAND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: THE MEMBERS OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS; THE MEMBERS OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY INCLUDING APPROVAL OF CHANGES MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW OF FORM 990 BY GOVERNING BODY: THE CHAIRMAN OF THE BOARD AND THE TREASURER REVIEW THE FORM 990. AFTER THE REVIEW, A FINAL DRAFT OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONFLICT OF INTEREST POLICY; THE FINANCE DIRECTOR OF THE ASSOCIATION IS CHARGED WITH IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST, IN WHICH CASE IT GOES TO THE EXECUTIVE COMMITTEE AND THEN BOARD OF DIRECTORS AT ITS NEXT SCHEDULED BOARD MEETING. FURTHER, OFFICERS, DIRECTORS AND OTHER AFFECTED PARTIES ARE REQUIRED, ON AN ANNUAL BASIS, TO AFFIRMATIVELY STATE THAT THEY ARE NOT AWARE OF ANY CONFLICT OF INTEREST THAT HAS NOT BEEN PREVIOUSLY REPORTED. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUALS INVOLVED IN THE CONFLICT MUST REMOVE THEMSELVES FROM THE DECISION MAKING PROCESS ASSOCIATED WITH TEH CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PUBLIC DISCLOSURE; FINANCIAL STATMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL FEES 91,845 91,846 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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