Civic Intelligence

O a P Inc.

990 • Fiscal year 2011 • EIN 23-1986931

Jul 01, 2010 to Jun 30, 2011 • Filed on May 14, 2012

Organization ProfileN/A
3451 Walnut Street19104
Siviq Scores

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

Liabilities / Assets

93rd percentile

1.15x

Higher debt load relative to assets than 93% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

27th percentile

-4.2%

Faster asset growth than 27% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$4,172,608

Down $184,266 (-4.2%) from 2010

Net Assets

Up

-$625,301

Up $127,578 (+17%) from 2010

Liabilities

Down

$4,797,909

Down $311,844 (-6.1%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$407,693

Up $38,146 (+10%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100M$50M$0-$50MAssets 2010: $4,356,874Liabilities 2010: $5,109,753Net Assets 2010: -$752,8792010Assets 2011: $4,172,608Liabilities 2011: $4,797,909Net Assets 2011: -$625,3012011Assets 2012: $2,821,286Liabilities 2012: $4,501,862Net Assets 2012: -$1,680,5762012Assets 2013: $2,692,119Liabilities 2013: $4,159,171Net Assets 2013: -$1,467,0522013Assets 2014: $2,483,670Liabilities 2014: $3,829,215Net Assets 2014: -$1,345,5452014Assets 2015: $2,386,660Liabilities 2015: $3,518,877Net Assets 2015: -$1,132,2172015Assets 2016: $3,298,492Liabilities 2016: $3,494,009Net Assets 2016: -$195,5172016Assets 2017: $3,254,639Liabilities 2017: $3,182,466Net Assets 2017: $72,1732017Assets 2018: $3,213,727Liabilities 2018: $2,933,161Net Assets 2018: $280,5662018Assets 2019: $3,120,233Liabilities 2019: $2,560,874Net Assets 2019: $559,3592019Assets 2020: $3,140,509Liabilities 2020: $2,332,623Net Assets 2020: $807,8862020Assets 2021: $3,047,741Liabilities 2021: $2,040,567Net Assets 2021: $1,007,1742021Assets 2022: $2,963,902Liabilities 2022: $1,742,116Net Assets 2022: $1,221,7862022Assets 2023: $2,880,141Liabilities 2023: $1,388,902Net Assets 2023: $1,491,2392023Assets 2024: $92,591,939Liabilities 2024: $87,765,625Net Assets 2024: $4,826,3142024

Highlighted filing

2011

Assets$4,172,608
Liabilities$4,797,909
Net Assets-$625,301
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $369,5472010Expenses 2011: $407,6932011Expenses 2012: $423,0932012Expenses 2013: $341,1562013Revenue 2014: $493,900Expenses 2014: $372,393Net Income 2014: $121,5072014Revenue 2015: $554,975Expenses 2015: $341,647Net Income 2015: $213,3282015Revenue 2016: $1,221,581Expenses 2016: $284,881Net Income 2016: $936,7002016Revenue 2017: $589,092Expenses 2017: $321,402Net Income 2017: $267,6902017Revenue 2018: $528,069Expenses 2018: $319,676Net Income 2018: $208,3932018Revenue 2019: $577,064Expenses 2019: $298,271Net Income 2019: $278,7932019Revenue 2020: $530,501Expenses 2020: $281,974Net Income 2020: $248,5272020Revenue 2021: $524,075Expenses 2021: $324,787Net Income 2021: $199,2882021Revenue 2022: $552,196Expenses 2022: $337,584Net Income 2022: $214,6122022Revenue 2023: $581,559Expenses 2023: $312,106Net Income 2023: $269,4532023Revenue 2024: $6,302,316Expenses 2024: $665,905Net Income 2024: $5,636,4112024

Highlighted filing

2011

Revenue-
Expenses$407,693
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 14, 2012
Return Version
2010v3.7
Gross Receipts
$535,271
Mission and Program Overview

Mission

To create a more livable atmosphere for students, faculty, administration employees and residents of the university city/west philadelphia community.

Filing and Contact Details

Filer

EIN
23-1986931
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANZIATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP" DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE SERP PLAN DURING THE YEAR: ANNE PAPAGEORGE
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION
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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. THE FINAL COPY OF THE 2010 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2010 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER. ---------------------------------------------------------- CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEES EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEES EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEES EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ----------------------------------------------------------- COMPENSATION REVIEW AND APPROVAL FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ----------------------------------------------------------- GOVERNANCE, MANAGEMENT, AND DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation1NAME:HELEN KREIDER TITLE:VICE PRESIDENT, DIRECTOR HOURS:2
IRS990ScheduleO/GeneralExplanation/Explanation2NAME:EDWIN DATZ TITLE:PRESIDENT, DIRECTOR HOURS:2
IRS990ScheduleO/GeneralExplanation/Explanation3NAME:MARILYN JOST TITLE:TREASURER HOURS:2
IRS990ScheduleO/GeneralExplanation/Explanation4NAME:ANNE PAPAGEORGE TITLE:DIRECTOR HOURS:42
IRS990ScheduleO/GeneralExplanation/Explanation5NAME:ROMAN PETYK TITLE:SECRETARY, DIRECTOR HOURS:2
IRS990ScheduleO/GeneralExplanation/Explanation6NAME:PAUL SEHNERT TITLE:DIRECTOR HOURS:2
IRS990ScheduleO/GeneralExplanation/Identifier0SUPPLEMENTAL DISCLOSURES
IRS990ScheduleO/GeneralExplanation/Identifier1HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier2HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier3HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier4HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier5HOURS DEVOTED FOR RELATED ORGANIZATION

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,172,608
Liabilities
$4,797,909
Net assets
-$625,301
Revenue
-
Expenses
$407,693
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.6$87.8$4.83$6.30$0.67$5.64
2023Detailed filing. Detailed filing data is available for this year.$2.88$1.39$1.49$0.58$0.31$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.96$1.74$1.22$0.55$0.34$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.05$2.04$1.01$0.52$0.32$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.14$2.33$0.81$0.53$0.28$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.12$2.56$0.56$0.58$0.30$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.21$2.93$0.28$0.53$0.32$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.25$3.18$0.07$0.59$0.32$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.30$3.49$0.20$1.22$0.28$0.94
2015Detailed filing. Detailed filing data is available for this year.$2.39$3.52$1.13$0.55$0.34$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.48$3.83$1.35$0.49$0.37$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$4.16$1.47$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$4.50$1.68$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$4.80$0.63$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$5.11$0.75$0.37