Civic Intelligence

Institute for Portfolio Alternativesinc

990 • Fiscal year 2012 • EIN 22-2597521

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 29, 2013

Organization ProfileWWW.IPA.COM

View Organization Page

PO Box 48021041
Siviq Scores

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

Liabilities / Assets

29th percentile

0.07x

Higher debt load relative to assets than 29% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,873,140

Down $215,270 (-10%) from 2011

Net Assets

Down

$1,743,386

Down $222,273 (-11%) from 2011

Liabilities

Up

$129,754

Up $7,003 (+5.7%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,390,317

Up $306,435 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,088,410Liabilities 2011: $122,751Net Assets 2011: $1,965,6592011Assets 2012: $1,873,140Liabilities 2012: $129,754Net Assets 2012: $1,743,3862012Assets 2013: $1,330,394Liabilities 2013: $171,331Net Assets 2013: $1,159,0632013Assets 2014: $1,121,367Liabilities 2014: $454,683Net Assets 2014: $666,6842014Assets 2015: $1,017,234Liabilities 2015: $308,469Net Assets 2015: $708,7652015Assets 2016: $1,272,412Liabilities 2016: $231,897Net Assets 2016: $1,040,5152016Assets 2017: $1,597,612Liabilities 2017: $289,018Net Assets 2017: $1,308,5942017Assets 2018: $1,931,325Liabilities 2018: $284,382Net Assets 2018: $1,646,9432018Assets 2019: $1,940,785Liabilities 2019: $266,326Net Assets 2019: $1,674,4592019Assets 2020: $1,334,951Liabilities 2020: $430,879Net Assets 2020: $904,0722020Assets 2021: $1,460,479Liabilities 2021: $580,275Net Assets 2021: $880,2042021Assets 2022: $1,784,232Liabilities 2022: $491,364Net Assets 2022: $1,292,8682022Assets 2023: $2,374,020Liabilities 2023: $277,765Net Assets 2023: $2,096,2552023Assets 2024: $3,759,764Liabilities 2024: $630,323Net Assets 2024: $3,129,4412024

Highlighted filing

2012

Assets$1,873,140
Liabilities$129,754
Net Assets$1,743,386
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,083,8822011Expenses 2012: $2,390,3172012Revenue 2013: $2,159,436Expenses 2013: $2,742,348Net Income 2013: -$582,9122013Revenue 2014: $2,173,521Expenses 2014: $2,665,900Net Income 2014: -$492,3792014Revenue 2015: $2,744,954Expenses 2015: $2,702,873Net Income 2015: $42,0812015Revenue 2016: $2,597,594Expenses 2016: $2,265,844Net Income 2016: $331,7502016Revenue 2017: $3,228,302Expenses 2017: $2,960,223Net Income 2017: $268,0792017Revenue 2018: $3,427,591Expenses 2018: $3,089,242Net Income 2018: $338,3492018Revenue 2019: $3,383,875Expenses 2019: $3,356,359Net Income 2019: $27,5162019Revenue 2020: $1,906,864Expenses 2020: $2,677,251Net Income 2020: -$770,3872020Revenue 2021: $3,534,646Expenses 2021: $3,558,514Net Income 2021: -$23,8682021Revenue 2022: $4,576,207Expenses 2022: $4,163,543Net Income 2022: $412,6642022Revenue 2023: $4,841,673Expenses 2023: $4,190,015Net Income 2023: $651,6582023Revenue 2024: $5,584,160Expenses 2024: $4,550,974Net Income 2024: $1,033,1862024

Highlighted filing

2012

Revenue-
Expenses$2,390,317
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 29, 2013
Return Version
2012v2.1
Gross Receipts
$2,169,340
Mission and Program Overview

Mission

National association of investment sponsors, broker dealers, & industry professionals organized to ensure unity of direction and efficient coordination of issues relating to strategies & operational alignment in their offer & distribution of direct investments.

Filing and Contact Details

Filer

EIN
22-2597521
Raw XML AppendixShowing 400 of 552 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/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-220977
IRS990/RevenuesLessExpensesPriorYear099429
IRS990/SalariesEtcCurrentYear0924261
IRS990/SalariesEtcPriorYear0754154
IRS990/SavingsAndTempCashInvestments/BOY01998830
IRS990/SavingsAndTempCashInvestments/EOY01043417
IRS990/ScheduleBRequired00
IRS990ScheduleC/AggrAmtReportedInDuesNotices065025
IRS990ScheduleC/AgreeToCarryoverPriorYear00
IRS990ScheduleC/DuesAssessments01300498
IRS990ScheduleC/NonDedLobbyPoliticalCarryover0-187664
IRS990ScheduleC/NonDedLobbyPoliticalCurrent0167521
IRS990ScheduleC/NonDedLobbyPoliticalTotal0-20143
IRS990ScheduleC/OnlyInHouseLobbying00
IRS990ScheduleC/SubstantiallyAllDuesNondeduct00
IRS990ScheduleC/TaxableAmount0-85168
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS AND DEDUCTIONS WILL BE SUSTAINED UPON EXAMINATION, AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, AT DECEMBER 31, 2012, FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ASSOCIATION HAS ADOPTED A POLICY UNDER WHICH, IF REQUIRED TO BE RECOGNIZED IN THE FUTURE, IT WILL CLASSIFY INTEREST RELATED TO THE UNDERPAYMENT OF INCOME TAXES AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES, AND WILL CLASSIFY ANY RELATED PENALTIES AS GENERAL AND ADMINISTRATIVE EXPENSES IN THE STATEMENTS OF ACTIVITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/OtherAssets/BookValue0747000
IRS990ScheduleD/OtherAssets/Description0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherLandBuildings/BookValue021485
IRS990ScheduleD/OtherLandBuildings/Depreciation026352
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis047837
IRS990ScheduleD/TotalBookValueOtherAssets0747000
IRS990ScheduleD/TotalOfBookValueLandBuildings021485
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,873,140
Liabilities
$129,754
Net assets
$1,743,386
Revenue
-
Expenses
$2,390,317
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.63$3.13$5.58$4.55$1.03
2023Summary only. Only limited summary data is available for this year.$2.37$0.28$2.10$4.84$4.19$0.65
2022Summary only. Only limited summary data is available for this year.$1.78$0.49$1.29$4.58$4.16$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.58$0.88$3.53$3.56$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.43$0.90$1.91$2.68$0.77
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.27$1.67$3.38$3.36$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.28$1.65$3.43$3.09$0.34
2017Summary only. Only limited summary data is available for this year.$1.60$0.29$1.31$3.23$2.96$0.27
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.23$1.04$2.60$2.27$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.31$0.71$2.74$2.70$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.45$0.67$2.17$2.67$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.17$1.16$2.16$2.74$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.13$1.74$2.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.12$1.97$2.08