Civic Intelligence

Institute for Portfolio Alternativesinc

990 • Fiscal year 2014 • EIN 22-2597521

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization ProfileWWW.IPA.COM

View Organization Page

PO Box 480Ellicott City, MD 21041

(212) 812-9799

Siviq Scores

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

Liabilities / Assets

74th percentile

0.41x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.21x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

5th percentile

-23%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$349,590

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

0.7%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,121,367

Down $209,027 (-16%) from 2013

Net Assets

Down

$666,684

Down $492,379 (-42%) from 2013

Liabilities

Up

$454,683

Up $283,352 (+165%) from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin5th percentile

Revenue

Up

$2,173,521

Up $14,085 (+0.7%) from 2013

Expenses

Down

$2,665,900

Down $76,448 (-2.8%) from 2013

Net Income

Up

-$492,379

Up $90,533 (+16%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2014

Assets$1,121,367
Liabilities$454,683
Net Assets$666,684
Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

2014

Revenue$2,173,521
Expenses$2,665,900
Net Income-$492,379
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$2,178,447
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.

Advocating direct investments through education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$776,306$492,969▼ $283,337
Prepaid Expenses and Deferred Charges$36,101$73,395▲ $37,294
Accounts Receivable$7,389$41,250▲ $33,861
Land, Buildings, and Equipment, Net$13,598$17,753▲ $4,155
Total Assets$1,330,394$1,121,367▼ $209,027
Other Assets Total$497,000$496,000▼ $1,000
Liabilities
Accounts Payable and Accrued Expenses$170,131$300,199▲ $130,068
Deferred Revenue$1,200$154,484▲ $153,284
Total Liabilities$171,331$454,683▲ $283,352
Net Assets / Fund Balance
Unrestricted Net Assets$1,159,063$666,684▼ $492,379
Total Net Assets Fund Balance$1,159,063$666,684▼ $492,379
Total Liabilities and Net Assets / Fund Balance$1,330,394$1,121,367▼ $209,027

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,753$31,752$49,505
Other Assets Org$496,000--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HoganPresident and CEOFT$240,170$109,420$349,590
Dawn JacobsenDirector of Strategic RelationshipsFT$111,032$57,930$168,962
Jerry MontgomeryDirector of EducationFT$106,919$49,904$156,823
Matthew TramelChief Communication OfficerFT$119,969$34,342$154,311
Tracy MesterharmAssociate DirectorFT$104,348$47,382$151,730

Board Members and Trustees

NameTitle
Kevin ShieldsChair Elect
Mark GoldbergChairman
Anthony CheresoDirector
Charles MurrayDirector
David FredDirector
Ella NeylandDirector
Frank MccarthyDirector
Frank MullerDirector
Gerald StahleckerDirector
Jack HollanderDirector
Judith FryerDirector
Keith AllaireDirector
Kevin KeefeDirector
Marc NemerDirector
Martel DayDirector
Mike CrimminsDirector
Mitchell SabshonDirector
Nicholas SchorschDirector
Rosemarie ThurstonDirector
Ryan ParkerDirector
Sherri CookeDirector
Thomas SittemaDirector
Wally KunzmanDirector
Wayne SouzaDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Arizona Grand HotelHotel/catering8000 ARIZONA GRAND PKWY, Phoenix, AZ 85044$198,038
Eris GroupLobbying439 NEW JERSEY AVENUE SE, Washington, DC 20003$198,000
MakovskyPublic Relations16 EAST 34TH STREET, New York, NY 10016$161,998
Jw MarriottHotel/cateringPO BOX 406474, Atlanta, GA 30384$111,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,173,752
Investment Income
$-231
Other Revenue
$0
Change in Net Assets
$-492,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,485,271
Salaries, Compensation, and Employee Benefits$1,180,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$704,682
Conferences and Meetings---$520,548
Current Officers, Directors, Trustees, and Key Employees---$354,420
Fees for Services Lobbying---$206,572
Fees for Services Other---$146,884
Fees for Services Legal---$72,942
Information Technology---$70,858
Payroll Taxes---$61,952
Office Expenses---$52,299
Other Employee Benefits---$43,829
Other Expenses---$29,931
Travel---$23,843
Fees for Services Accounting---$15,793
Pension Plan Contributions---$15,746
All Other Expenses---$9,402
Depreciation Depletion---$9,120
Insurance---$7,123
Occupancy---$1,020
Total Functional Expenses$0$0$0$2,665,900
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

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$235,883
Current Year Nondeductible Lobbying and Political Cost$206,572
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The association's members nominate and elect members of the governing body.”

Form 990, Part VI, Section B, Line 11

“The ceo reviews the form 990 with the treasurer followed by a review of the form 990 by the finance committee.”

Form 990, Part VI, Section B, Line 15

“Ipa utilizes comparability data, including compensation surveys and copies of written employment contracts of similarly situated organizations but does not document deliberations regarding ceo compensation. The last such compensation review took place in december of 2014.”

Form 990, Part VI, Section C, Line 19

“The organization's policies and governance documents are available on the organization's website. All other information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Investment Program Association Inc
EIN
22-2597521
Phone
2128129799
Address
PO BOX 480, ELLICOTT CITY, MD 21041

Signing Officer

Name
Kevin Hogan
Title
President and CEO
Phone
2128129799
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Hogan
Formed
2005
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
8
Volunteers
330

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
1801 MCCORMICK DRIVE SUITE 200, LARGO, MD 20774
Preparer
Mario F Maresca CPA
Phone
3016366001
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's policy on independent accountant selection and oversight has not changed during the current year.”

Financial Statement Notes

PART X, LINE 2:

“The association adopted fasb asc 740, income taxes, with no cumulative effect adjustment required. The 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, 2014, 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 management and general expenses, and will classify any related penalties as management and general expenses in the statements of activities and changes in unrestricted net assets. With few exceptions, the association is no longer subject to u.s. Federal, state and local income tax examinations by tax authorities for tax years beginning before january 1, 2011.”

Raw XML AppendixShowing 400 of 611 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/Form990PartVIISectionAGrp/PersonNm12KEVIN KEEFE
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANK MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROSEMARIE THURSTON
IRS990/Form990PartVIISectionAGrp/PersonNm15MARC NEMER
IRS990/Form990PartVIISectionAGrp/PersonNm16ELLA NEYLAND
IRS990/Form990PartVIISectionAGrp/PersonNm17RYAN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm18MITCHELL SABSHON
IRS990/Form990PartVIISectionAGrp/PersonNm19NICHOLAS SCHORSCH
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS SITTEMA
IRS990/Form990PartVIISectionAGrp/PersonNm21FRANK MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm22WAYNE SOUZA
IRS990/Form990PartVIISectionAGrp/PersonNm23GERALD STAHLECKER
IRS990/Form990PartVIISectionAGrp/PersonNm24KEVIN HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm25TRACY MESTERHARM
IRS990/Form990PartVIISectionAGrp/PersonNm26MATTHEW TRAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm27DAWN JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm28JERRY MONTGOMERY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt25ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF COMMUNICATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIR. OF STRATEGIC RELATIONSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF EDUCATION
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt02178447
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/TotalAmt07123
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,121,367
Liabilities
$454,683
Net assets
$666,684
Revenue
$2,173,521
Expenses
$2,665,900
Net income
-$492,379
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