Civic Intelligence

Natpe Educational Foundation Inc

990 • Fiscal year 2016 • EIN 23-2092553

Apr 01, 2015 to Mar 31, 2016 • Filed on Jan 25, 2017

5757 Wilshire Blvd Penthouse 10Los Angeles, CA 90036-3681

(310) 453-4440

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$274,298

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 164.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$84,215

Up $12,174 (+17%) from 2015

Net Assets

Up

$84,215

Up $12,727 (+18%) from 2015

Liabilities

Down

$0

Down $553 (-100%) from 2015

Revenue

Up

$166,349

Up $48,512 (+41%) from 2015

Expenses

Up

$144,729

Up $19,842 (+16%) from 2015

Net Income

Up

$21,620

Up $28,670 (+407%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $68,068Liabilities 2012: $12,984Net Assets 2012: $55,0842012Assets 2013: $73,842Liabilities 2013: $6,527Net Assets 2013: $67,3152013Assets 2014: $84,375Liabilities 2014: $53Net Assets 2014: $84,3222014Assets 2015: $72,041Liabilities 2015: $553Net Assets 2015: $71,4882015Assets 2016: $84,215Liabilities 2016: $0Net Assets 2016: $84,2152016Assets 2017: $77,762Liabilities 2017: $17,319Net Assets 2017: $60,4432017Assets 2018: $80,258Liabilities 2018: $6,037Net Assets 2018: $74,2212018Assets 2019: $81,428Liabilities 2019: $440Net Assets 2019: $80,9882019Assets 2020: $77,989Liabilities 2020: $0Net Assets 2020: $77,9892020Assets 2021: $110,146Liabilities 2021: $0Net Assets 2021: $110,1462021Assets 2022: $108,231Liabilities 2022: $0Net Assets 2022: $108,2312022

Highlighted filing

2016

Assets$84,215
Liabilities$0
Net Assets$84,215

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $93,539Expenses 2012: $89,649Net Income 2012: $3,8902012Revenue 2013: $97,078Expenses 2013: $87,528Net Income 2013: $9,5502013Revenue 2014: $105,653Expenses 2014: $92,957Net Income 2014: $12,6962014Revenue 2015: $117,837Expenses 2015: $124,887Net Income 2015: -$7,0502015Revenue 2016: $166,349Expenses 2016: $144,729Net Income 2016: $21,6202016Revenue 2017: $125,449Expenses 2017: $149,221Net Income 2017: -$23,7722017Revenue 2018: $152,967Expenses 2018: $142,592Net Income 2018: $10,3752018Revenue 2019: $398,129Expenses 2019: $391,437Net Income 2019: $6,6922019Revenue 2020: $161,682Expenses 2020: $156,584Net Income 2020: $5,0982020Revenue 2021: $13,030Expenses 2021: $904Net Income 2021: $12,1262021Revenue 2022: $13,496Expenses 2022: $3,600Net Income 2022: $9,8962022

Highlighted filing

2016

Revenue$166,349
Expenses$144,729
Net Income$21,620
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$166,349
Mission and Program Overview

Mission

The natpe educational foundation promotes educational activities on behalf of national association of television program executives, inc. Through seminars, workshops, mentorship programs, reaching out to the academic community and students to prepare them for their future in television.

The NATPE Educational Foundation promotes educational activities on behalf of National Association of Television Program Executives, Inc. through seminars, grants, workshops, reaching out to the academic community and students to prepare them for their future in television.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$66,506$63,251▼ $3,255
Cash and Non-Interest-Bearing Accounts$3,570$18,999▲ $15,429
Savings and Temporary Cash Investments$1,965$1,965→ $0
Total Assets$72,041$84,215▲ $12,174
Liabilities
Accounts Payable and Accrued Expenses$553--
Total Liabilities$553$0▼ $553
Net Assets / Fund Balance
Unrestricted Net Assets$71,488$84,215▲ $12,727
Total Net Assets Fund Balance$71,488$84,215▲ $12,727
Total Liabilities and Net Assets / Fund Balance$72,041$84,215▲ $12,174
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lew KleinPresident
Deb McdermottDirector
Don TillmanDirector
Elizabeth TumultyDirector
Emerson ColemanDirector
Gary LicoDirector
Kay HallDirector
Kevin BeggsDirector
Jon DobkinSecretary/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$160,710
Program Service Revenue
$0
Investment Income
$5,639
Other Revenue
$0
All Other Contributions
$31,900
Change in Net Assets
$21,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,229
Grants and Similar Amounts Paid$6,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$109,411--$109,411
Fees for Services Other$19,500--$19,500
Travel$7,960--$7,960
Grants to Domestic Individuals$6,500--$6,500
Office Expenses-$1,358-$1,358
Total Functional Expenses$143,371$1,358$0$144,729
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 B, line 11

The secretary of the organization reviews the form 990 and communicates any changes to the accountant responsible for preparing the form. The form is then provided to the president for final approval before filing.

Form 990, Part VI, Section B, line 12C

The organization requires disclosure questionnaires to be submitted annually. The Secretary of the organization reviews the completed disclosure questionnaires, and, if a conflict exists, discusses it with the President. Any board member with a conflict would be excluded from discussions regarding such conflict.

Form 990, Part VI, Section C, line 19

The foundation's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Natpe Educational Foundation Inc
EIN
23-2092553
Phone
3104534440
Address
5757 WILSHIRE BLVD PENTHOUSE 10, LOS ANGELES, CA 90036-3681

Signing Officer

Name
Jon Dobkin
Title
Secretary
Phone
3104534440
Signed
2017-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lew Klein
Formed
1978
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

consulting: Program service expenses 19,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,500.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NATPE EDUCATION FOUNDATION, INC. SUPPORTS NATIONAL ASSOCIATION OF TELEVISION PROGRAM EXECUTIVES, INC. (NATPE), A 501(C)(6) ORGANIZATION. NATPE SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NATPE EDUCATION FOUNDATION, INC.'S SUPPORTED ORGANIZATION, NATIONAL ASSOCIATION OF TELEVISION PROGRAM EXECUTIVES, INC., QUALIFIES AS A 501(C)(6) ORGANIZATION. THE FOUNDATION MAKES A DETERMINATION THAT THEIR SUPPORTED ORGANIZATION SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) ON AN ANNUAL BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FOR THE FISCAL YEAR ENDED MARCH 31, 2016, NO MONETARY SUPPORT WAS PROVIDED TO NATIONAL ASSOCIATION OF TELEVISION PROGRAM EXECUTIVES, INC.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL ASSOC OF TV PROGR EXECS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FACULTY DEVELOPMENT GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE GIVEN AFTER THE COMPLETION OF INTERNSHIPS BY THE PROFESSORS. PROFESSORS CAN DO WHATEVER THEY WISH WITH THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JON DOBKIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY/CFO
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IRS990ScheduleJ/SeverancePaymentInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY OF THE ORGANIZATION REVIEWS THE FORM 990 AND COMMUNICATES ANY CHANGES TO THE ACCOUNTANT RESPONSIBLE FOR PREPARING THE FORM. THE FORM IS THEN PROVIDED TO THE PRESIDENT FOR FINAL APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization requires disclosure questionnaires to be submitted annually. The Secretary of the organization reviews the completed disclosure questionnaires, and, if a conflict exists, discusses it with the President. Any board member with a conflict would be excluded from discussions regarding such conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3consulting: Program service expenses 19,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF TV PROGRAM EXECUTIVES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231709417
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE AND EDUCATE TV PROGRAMMING INDUSTRY
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084215
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IRS990/TotalProgramServiceExpensesAmt0143371
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05639
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0166349
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
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IRS990/TravelGrp/ProgramServicesAmt07960
IRS990/TravelGrp/TotalAmt07960
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05757 WILSHIRE BLVD PENTHOUSE 10
IRS990/USAddress/CityNm0LOS ANGELES
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IRS990/USAddress/ZIPCd0900363681
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.NATPE.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON DOBKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03104534440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATPE EDUCATIONAL FOUNDATION INC

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