Civic Intelligence

Institute for Portfolio Alternativesinc

990 • Fiscal year 2015 • EIN 22-2597521

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

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

64th percentile

0.30x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$339,285

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

15th percentile

-9.3%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

26%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,017,234

Down $104,133 (-9.3%) from 2014

Net Assets

Up

$708,765

Up $42,081 (+6.3%) from 2014

Liabilities

Down

$308,469

Down $146,214 (-32%) from 2014

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin41st percentile

Revenue

Up

$2,744,954

Up $571,433 (+26%) from 2014

Expenses

Up

$2,702,873

Up $36,973 (+1.4%) from 2014

Net Income

Up

$42,081

Up $534,460 (+109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2015

Assets$1,017,234
Liabilities$308,469
Net Assets$708,765
Open 2015 Filing

Operations Trend

Revenue Growth90th 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

2015

Revenue$2,744,954
Expenses$2,702,873
Net Income$42,081
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$3,241,079
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$492,969$836,492▲ $343,523
Accounts Receivable$41,250$85,313▲ $44,063
Prepaid Expenses and Deferred Charges$73,395$80,426▲ $7,031
Land, Buildings, and Equipment, Net$17,753$15,003▼ $2,750
Total Assets$1,121,367$1,017,234▼ $104,133
Other Assets Total$496,000$0▼ $496,000
Liabilities
Accounts Payable and Accrued Expenses$300,199$308,469▲ $8,270
Deferred Revenue$154,484--
Total Liabilities$454,683$308,469▼ $146,214
Net Assets / Fund Balance
Unrestricted Net Assets$666,684$708,765▲ $42,081
Total Net Assets Fund Balance$666,684$708,765▲ $42,081
Total Liabilities and Net Assets / Fund Balance$1,121,367$1,017,234▼ $104,133

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,003$36,756$51,759
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HoganPresident/CEO Until 12/1/15FT$231,732$107,553$339,285
Matthew TramelChief Communication OfficeFT$137,357$18,478$155,835
Dawn JacobsenDirector of Strategic RelationFT$109,994$42,656$152,650
Jerry MontgomeryDirector of EducationFT$107,058$28,513$135,571
Tracy MesterharmAssociate DirectorFT$104,818$24,122$128,940
Anthony CheresoPresident/CEO Beginning 12/1/15FT$11,458-$11,458

Board Members and Trustees

NameTitle
Thomas SittemaChair Elect
Kevin ShieldsChairman
Charles MurrayDirector
David FredDirector
Ella NeylandDirector
Frank MccarthyDirector
Frank MullerDirector
Gerald StahleckerDirector
Jack HollanderDirector
John GutheryDirector
Judith FryerDirector
Keith AllaireDirector
Kevin KeefeDirector
Larry RothDirector
Martel DayDirector
Mitchell SabshonDirector
Nathan HeadrickDirector
Nicholas SchorschDirector
Rosemarie ThurstonDirector
Ryan ParkerDirector
Sherri CookeDirector
Sherri SchugartDirector
Wally KunzmanDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Eris GroupLobbying439 NEW JERSEY AVENUE SE, Washington, DC 20003$208,000
Arizona Grand HotelHotel/catering8000 ARIZONA GRAND PKWY, Phoenix, AZ 85044$198,038
MakovskyPublic Relations16 EAST 34TH STREET, New York, NY 10016$142,209
The Westin Michigan Avenue HotelHotel/catering909 N MICHIGAN AVE, Chicago, IL 60611$120,528
Jones DayLegal Services51 LOUISIANA AVE NW, Washington, DC 20001$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,742,666
Investment Income
$2,288
Other Revenue
$0
Change in Net Assets
$42,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,396,780
Salaries, Compensation, and Employee Benefits$1,306,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$612,508
Conferences and Meetings---$606,658
Other Salaries and Wages---$524,253
Fees for Services Lobbying---$208,000
Other Employee Benefits---$100,420
Information Technology---$85,233
Payroll Taxes---$54,166
Office Expenses---$50,604
Travel---$34,303
Fees for Services Legal---$30,803
Other Expenses---$30,432
All Other Expenses---$25,029
Fees for Services Accounting---$16,641
Pension Plan Contributions---$14,746
Insurance---$7,668
Depreciation Depletion---$6,379
Advertising---$1,660
Occupancy---$1,119
Fees for Services Other---$812
Total Functional Expenses$0$0$0$2,702,873
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$345,247
Current Year Nondeductible Lobbying and Political Cost$318,000
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 2015.”

Form 990, Part VI, Section C, Line 19

“The organization's policies, governance documents and conflict of interest policy are 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
Anthony Chereso
Title
President and CEO
Phone
2128129799
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Chereso
Formed
2005
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
8
Volunteers
370

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 is exempt from federal income tax based on the provisions of section 501(c)(6) of the internal revenue code; therefore, no provision for income taxes has been included in these financial statements. The association adopted financial accounting standards board accounting standards codification (fasb asc) 740, income taxes, with no cumulative effect adjustment required.”

Raw XML AppendixShowing 400 of 589 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/PersonNm7JUDITH FRYER
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN GUTHERY
IRS990/Form990PartVIISectionAGrp/PersonNm9NATHAN HEADRICK
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IRS990/Form990PartVIISectionAGrp/PersonNm22GERALD STAHLECKER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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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/CEO UNTIL 12/1/15
IRS990/Form990PartVIISectionAGrp/TitleTxt25ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF COMMUNICATION OFFICE
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIR. OF STRATEGIC RELATION
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF EDUCATION
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,017,234
Liabilities
$308,469
Net assets
$708,765
Revenue
$2,744,954
Expenses
$2,702,873
Net income
$42,081
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
Peer Organizations

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