Civic Intelligence

MID-Atlantic Chapter

990EZ • Fiscal year 2017 • EIN 22-3302395

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 22, 2018

1323 E Prospect AvenueNorth Wales, PA 19454

(215) 872-1770

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

67%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$26,143

Down $273 (-1.0%) from 2016

Net Assets

Down

$26,143

Down $273 (-1.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$22,519

Up $9,058 (+67%) from 2016

Expenses

Up

$22,792

Up $8,731 (+62%) from 2016

Net Income

Up

-$273

Up $327 (+55%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $24,245Liabilities 2011: $02011Assets 2012: $17,854Net Assets 2012: $17,8542012Assets 2013: $21,402Net Assets 2013: $21,4022013Assets 2014: $26,065Net Assets 2014: $26,0652014Assets 2015: $27,016Net Assets 2015: $27,0162015Assets 2016: $26,416Net Assets 2016: $26,4162016Assets 2017: $26,143Net Assets 2017: $26,1432017Assets 2018: $20,875Net Assets 2018: $20,8752018Assets 2019: $13,595Net Assets 2019: $13,5952019Assets 2020: $14,383Net Assets 2020: $14,3832020Assets 2021: $14,920Net Assets 2021: $14,9202021Assets 2022: $12,113Net Assets 2022: $12,1132022Assets 2023: $18,105Net Assets 2023: $18,1052023Assets 2024: $13,941Net Assets 2024: $13,9412024

Highlighted filing

2017

Assets$26,143
Liabilities-
Net Assets$26,143

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $14,766Expenses 2011: $8,906Net Income 2011: $5,8602011Revenue 2012: $19,199Expenses 2012: $25,590Net Income 2012: -$6,3912012Revenue 2013: $24,961Expenses 2013: $21,413Net Income 2013: $3,5482013Revenue 2014: $27,540Expenses 2014: $22,877Net Income 2014: $4,6632014Revenue 2015: $25,977Expenses 2015: $25,026Net Income 2015: $9512015Revenue 2016: $13,461Expenses 2016: $14,061Net Income 2016: -$6002016Revenue 2017: $22,519Expenses 2017: $22,792Net Income 2017: -$2732017Revenue 2018: $13,094Expenses 2018: $18,362Net Income 2018: -$5,2682018Revenue 2019: $16,269Expenses 2019: $23,549Net Income 2019: -$7,2802019Revenue 2020: $3,796Expenses 2020: $3,008Net Income 2020: $7882020Revenue 2021: $5,067Expenses 2021: $4,530Net Income 2021: $5372021Revenue 2022: $5,856Expenses 2022: $8,663Net Income 2022: -$2,8072022Revenue 2023: $17,311Expenses 2023: $11,319Net Income 2023: $5,9922023Revenue 2024: $7,056Expenses 2024: $11,220Net Income 2024: -$4,1642024

Highlighted filing

2017

Revenue$22,519
Expenses$22,792
Net Income-$273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 22, 2018
Return Version
2017v2.2
Gross Receipts
$22,519
Mission and Program Overview

Mission

Case management for healthcare providers & community

Program Services

DescriptionGrantsExpenses
PROVIDING A LOCAL FORUM IN WHICH EDUCATES MEMBERS, HEALTHCARE PROVIDERS & COMMUNITY TO THE FULL SCOPE OF SERVICES THAT COMPRISE THE PRACTICE OF CASE MANAGEMENT-$22,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA AGIUSBoard MemberPT$0--
KAREN MCMAHONEvent CoordinatorPT$0--
SUSAN MOJAVERIANEducational DirectorPT$0--
SUZANNE KUNZETreasurerPT$0--
MAGGIE SCOTTPresidentPT$0--
MARY DETWEILER SMITHSecretaryPT$0--
SUSAN HUNTBoard MemeberPT$0--
THERESA RADUCHA MEYERBoard MemberPT$0--
BARBARA KURITZBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Mid-atlantic Chapter
EIN
22-3302395
Phone
2158721770
Address
1323 E PROSPECT AVENUE, NORTH WALES, PA 19454

Signing Officer

Name
Suzanne Kunze
Title
Treasurer
Phone
2158721770
Signed
2018-02-22
Discuss with paid preparer
Yes

Preparer

Firm
101 Associates
Address
101 Greenwood Ave Ste 160, Jenkintown, PA 19046
Preparer
Daniel P Mccollum Jr CPA
Phone
2158868700
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

CHAPTER MEETINGS 478.

Form 990EZ, Part I, Line 16

OFFICE & POSTAGE 661.

Form 990EZ, Part I, Line 16

Programs & conferences 19443.

Form 990EZ, Part I, Line 16

Website hosting & maintenance expenses 408.

Form 990EZ, Part I, Line 16

Post office box rental 236.

Form 990EZ, Part I, Line 16

BANK CHARGES 6.

Form 990EZ, Part I, Line 16

PAYPAL FEES 360.

Form 990EZ, Part I, Line 16

Charitable donations 500.

Form 990EZ, Part I, Line 16

DUES & PUBLICATIONS 301.

Raw XML Appendix147 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNE KUNZE
IRS990EZ/BooksInCareOfDetail/PhoneNum02158721770
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01323 E PROSPECT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-273
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026143
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022519
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022519
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026143
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026143
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt620.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt720.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt820.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA AGIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN MOJAVERIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNE KUNZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAGGIE SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY DETWEILER SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THERESA RADUCHA MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA KURITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EVENT COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EDUCATIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022393
IRS990EZ/PrimaryExemptPurposeTxt0CASE MANAGEMENT FOR HEALTHCARE PROVIDERS & COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0149
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING A LOCAL FORUM IN WHICH EDUCATES MEMBERS, HEALTHCARE PROVIDERS & COMMUNITY TO THE FULL SCOPE OF SERVICES THAT COMPRISE THE PRACTICE OF CASE MANAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022792
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022792
IRS990EZ/TotalProgramServiceExpensesAmt022792
IRS990EZ/TotalRevenueAmt022519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAPTER MEETINGS 478.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE & POSTAGE 661.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAMS & CONFERENCES 19443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEBSITE HOSTING & MAINTENANCE EXPENSES 408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POST OFFICE BOX RENTAL 236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYPAL FEES 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHARITABLE DONATIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES & PUBLICATIONS 301.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE KUNZE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158721770
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-ATLANTIC CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0223302395
ReturnHeader/Filer/PhoneNum02158721770
ReturnHeader/Filer/USAddress/AddressLine1Txt01323 E PROSPECT AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORTH WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019454
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0444139C35C3878989D732FC2DD9092951B39E005
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9DB9E63D6FEB932B20A0829AAED16366A671BFE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.165.119.61
ReturnHeader/FilingSecurityInformation/IPDt02018-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:19:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0101 Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 Greenwood Ave Ste 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jenkintown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158868700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P MCCOLLUM JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-24T18:19:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$13.9$7.06$11.2$4.16
2023Detailed filing. Detailed filing data is available for this year.$18.1$18.1$17.3$11.3$5.99
2022Detailed filing. Detailed filing data is available for this year.$12.1$12.1$5.86$8.66$2.81
2021Detailed filing. Detailed filing data is available for this year.$14.9$14.9$5.07$4.53$0.54
2020Detailed filing. Detailed filing data is available for this year.$14.4$14.4$3.80$3.01$0.79
2019Detailed filing. Detailed filing data is available for this year.$13.6$13.6$16.3$23.5$7.28
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$13.1$18.4$5.27
2017Detailed filing. Detailed filing data is available for this year.$26.1$26.1$22.5$22.8$0.27
2016Detailed filing. Detailed filing data is available for this year.$26.4$26.4$13.5$14.1$0.60
2015Detailed filing. Detailed filing data is available for this year.$27.0$27.0$26.0$25.0$0.95
2014Detailed filing. Detailed filing data is available for this year.$26.1$26.1$27.5$22.9$4.66
2013Detailed filing. Detailed filing data is available for this year.$21.4$21.4$25.0$21.4$3.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$17.9$19.2$25.6$6.39
2011Summary only. Only limited summary data is available for this year.$24.2$0.00$14.8$8.91$5.86