Civic Intelligence

Center for Effective Public Policy

990 • Fiscal year 2017 • EIN 23-2188609

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

10605 Concord Street No 440Kensington, MD 20895

(301) 589-9383

Siviq Scores

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

Liabilities / Assets

90th percentile

0.91x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$242,134

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$297,682

Down $43,143 (-13%) from 2016

Net Assets

Up

$27,112

Up $145 (+0.5%) from 2016

Liabilities

Down

$270,570

Down $43,288 (-14%) from 2016

Revenue

Down

$2,334,731

Down $655,091 (-22%) from 2016

Expenses

Down

$2,334,586

Down $655,148 (-22%) from 2016

Net Income

Up

$145

Up $57 (+65%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $414,492Liabilities 2011: $358,874Net Assets 2011: $55,6182011Assets 2012: $364,606Liabilities 2012: $331,766Net Assets 2012: $32,8402012Assets 2013: $413,317Liabilities 2013: $381,496Net Assets 2013: $31,8212013Assets 2014: $450,392Liabilities 2014: $421,972Net Assets 2014: $28,4202014Assets 2015: $698,799Liabilities 2015: $671,920Net Assets 2015: $26,8792015Assets 2016: $340,825Liabilities 2016: $313,858Net Assets 2016: $26,9672016Assets 2017: $297,682Liabilities 2017: $270,570Net Assets 2017: $27,1122017Assets 2018: $13,627,222Liabilities 2018: $317,954Net Assets 2018: $13,309,2682018Assets 2019: $9,950,519Liabilities 2019: $643,742Net Assets 2019: $9,306,7772019Assets 2020: $19,178,710Liabilities 2020: $557,448Net Assets 2020: $18,621,2622020Assets 2021: $14,990,522Liabilities 2021: $706,364Net Assets 2021: $14,284,1582021Assets 2022: $11,765,926Liabilities 2022: $1,380,885Net Assets 2022: $10,385,0412022Assets 2023: $2,719,354Liabilities 2023: $2,479,249Net Assets 2023: $240,1052023Assets 2024: $2,667,813Liabilities 2024: $1,969,609Net Assets 2024: $698,2042024

Highlighted filing

2017

Assets$297,682
Liabilities$270,570
Net Assets$27,112

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,040,257Expenses 2011: $3,261,120Net Income 2011: -$220,8632011Expenses 2012: $2,881,1602012Revenue 2013: $2,648,533Expenses 2013: $2,649,552Net Income 2013: -$1,0192013Revenue 2014: $2,967,860Expenses 2014: $2,971,261Net Income 2014: -$3,4012014Revenue 2015: $4,386,526Expenses 2015: $4,388,067Net Income 2015: -$1,5412015Revenue 2016: $2,989,822Expenses 2016: $2,989,734Net Income 2016: $882016Revenue 2017: $2,334,731Expenses 2017: $2,334,586Net Income 2017: $1452017Revenue 2018: $15,110,284Expenses 2018: $1,828,128Net Income 2018: $13,282,1562018Revenue 2019: $1,071,829Expenses 2019: $5,074,320Net Income 2019: -$4,002,4912019Revenue 2020: $15,299,231Expenses 2020: $5,984,746Net Income 2020: $9,314,4852020Revenue 2021: $715,106Expenses 2021: $5,052,210Net Income 2021: -$4,337,1042021Revenue 2022: $1,806,408Expenses 2022: $5,545,672Net Income 2022: -$3,739,2642022Revenue 2023: $6,644,105Expenses 2023: $6,646,745Net Income 2023: -$2,6402023Revenue 2024: $6,846,244Expenses 2024: $6,388,145Net Income 2024: $458,0992024

Highlighted filing

2017

Revenue$2,334,731
Expenses$2,334,586
Net Income$145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.3
Gross Receipts
$2,334,731
Mission and Program Overview

Mission

CEPP works collaboratively to improve systems of justice and advance community well-being by sharing expertise, promoting research-informed and emerging practices, and facilitiating change.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$256,312$157,317▼ $98,995
Savings and Temporary Cash Investments$72,508$113,229▲ $40,721
Prepaid Expenses and Deferred Charges$4,127$21,932▲ $17,805
Accounts Receivable$949$2,996▲ $2,047
Land, Buildings, and Equipment, Net$4,619$1,358▼ $3,261
Total Assets$340,825$297,682▼ $43,143
Other Assets Total$2,310$850▼ $1,460
Liabilities
Accounts Payable and Accrued Expenses$308,735$237,469▼ $71,266
Deferred Revenue-$33,101-
Other Liabilities$5,123$0▼ $5,123
Total Liabilities$313,858$270,570▼ $43,288
Net Assets / Fund Balance
Unrestricted Net Assets$26,967$27,112▲ $145
Total Net Assets Fund Balance$26,967$27,112▲ $145
Total Liabilities and Net Assets / Fund Balance$340,825$297,682▼ $43,143

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,911$9,911
Equipment$1,358$8,424$9,782
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Ney See Sched OPrincipalFT$200,281$41,853$242,134
Madeline Carter See Sched OPrincipalFT$200,281$40,777$241,058
Kurt BumbySenior AssociateFT$162,960$24,515$187,475
Richard StrokerSenior ManagerFT$156,600$12,672$169,272
Susan GibelChief Operating OfficerFT$127,201$23,277$150,478
Leilah GilliganSenior ManagerFT$118,045$14,824$132,869
Revenue and Support

Revenue Composition

Contributions and Grants
$2,334,692
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$0
All Other Contributions
$52,787
Change in Net Assets
$145

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,334,731
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,334,731
Total Revenue per Form 990
$2,334,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,465,331
Other Expenses$869,255
Total Fundraising Expense$475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$708,634$112,511-$821,145
Fees for Services Other$453,268$1,512-$454,780
Other Salaries and Wages$220,374$104,814$475$325,663
Travel$228,809$84-$228,893
Other Employee Benefits$144,958$42,403-$187,361
Payroll Taxes$62,906$15,391-$78,297
Information Technology$18,243$40,875-$59,118
Pension Plan Contributions$40,028$12,837-$52,865
Fees for Services Accounting-$31,249-$31,249
Occupancy-$25,964-$25,964
Insurance-$24,614-$24,614
Office Expenses$1,951$9,673-$11,624
Conferences and Meetings$80$5,226-$5,306
All Other Expenses$1,285$2,969-$4,254
Depreciation Depletion-$3,261-$3,261
Other Expenses-$1,498-$1,498
Fees for Services Legal-$357-$357
Total Functional Expenses$1,880,536$453,575$475$2,334,586

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,334,586
Total Expenses per Audited Statements$2,334,586
Total Expenses per Form 990$2,334,586
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Mark Carey Owner Tcg Domestic Partner of Madeline Carter, Principal of CeppSubcontract for Subject Matter Expertise, at Comparable Rates and Fair Market Value.No$98,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 B, Line 11B

The 990 was prepared by outside accountants and reviewed by the organization's accounting manager and coo before the entire board reviews the return. Once the review process is complete the 990 is filed with the irs.

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

The center for effective public policy has a conflict of interest policy that the officers, board members and employees of the organization must review and sign annually. Officers and employees are required to self-report a possible conflict of interest. The board then reviews over the matter and has the ability to deny permission to an employee to take work outside the organization that might be a conflict. Also, board members are required to keep the organization up to date with work they may take on outside of the organization.

Form 990, Part VI, Section B, Line 15

Executive compensation for the two principals at the center (the principals also serve as the board of directors and the officers for the corporation) is periodically reviewed (although not annually) against average annual salaries for other key corporate executive staff and officers regionally, nationally, and in other organizations who provide similar services. Each of the principals has served with the center for more than a decade, therefore, an annual review is not considered necessary. The most recent compensation review was completed on july 2016. Compensation for other key employees (administration and senior managers) is reviewed annually by the principals, and generally salary increases for the forthcoming year are approved at board meetings. All employee salaries are reviewed as part of the routine budget review conducted by federal, state, and local jurisdictions prior to awarding funds.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public by request at the office. The organization also makes its 990 available on guidestar.com.

FORM 990, PART VII, SECTION A, BOARD COMPENSATION:

The organization's board is made up of cepp employees. Their compensation is unrelated to their duties as board members.

Filing and Contact Details

Filer

Filer Name
Center for Effective Public Policy
EIN
23-2188609
Phone
3015899383
Address
10605 CONCORD STREET NO 440, KENSINGTON, MD 20895

Signing Officer

Name
Susan Gibel
Title
Chief Operating Officer
Phone
3015899383
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Ney
Formed
1981
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 650N, BETHESDA, MD 20814-2930
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Criminal justice consultants: program service expenses 429,183. Management and general expenses 1,432. Fundraising expenses 0. Total expenses 430,615. Translation services: program service expenses 1,754. Management and general expenses 6. Fundraising expenses 0. Total expenses 1,760. Editing: program service expenses 9,374. Management and general expenses 31. Fundraising expenses 0. Total expenses 9,405. Social media/communications: program service expenses 12,957. Management and general expenses 43. Fundraising expenses 0. Total expenses 13,000.

Financial Statement Notes

PART X, LINE 2:

For the years ended december 31, 2017 and 2016, the center has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.

Raw XML AppendixShowing 400 of 504 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/MissionDesc0THE CENTER IS COMMITTED TO EFFECTING SOCIAL ORGANIZATIONAL CHANGE IN THE PUBLIC INTEREST THROUGH THE USE OF CREATIVE PROBLEM SOLVING PROCESSES. THREE MAJOR PRINCIPLES UNDERLIE THE CENTER'S APPROACH 1) PROBLEMS NEED TO BE ANALYZED AND RESPOND TO SYSTEMATICALLY AND IN THE CONTEXT OF THE RELEVANT POLITICAL ENVIRONMENT, 2) THOSE WHO HAVE THE POWER TO INFLUENCE THE OUTCOME OF THE PROBLEM, AND HAVE AN INVESTMENT IN DOING SO, NEED TO ENGAGE IN A PARTICIPATORY PROCESS TO CREATE THE DESIRED CHANGE, AND 3) CHANGE CANNOT BE IMPOSED BUT MUST GROW FROM THE PARTICULAR CULTURE AND CONTEXT INVOLVED. THE CENTER CARRIES OUT THIS MISSION BY PROVIDING A WIDE ARRAY OF SERVICES WHICH ASSIST PARTICIPANTS IN RESPONDING TO THE PROBLEMS BY FRAMING AND ASSESSING THEIR COMPONENT PARTS, SETTING CONCRETE GOALS, AND DEVELOPING STRATEGIES FOR ADOPTING AND IMPLEMENTING THE OPTIONS WHICH WILL ACHIEVE THOSE GOALS.
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0325663
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015391
IRS990/PayrollTaxesGrp/ProgramServicesAmt062906
IRS990/PayrollTaxesGrp/TotalAmt078297
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012837
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040028
IRS990/PensionPlanContributionsGrp/TotalAmt052865
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0256312
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0157317
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021932
IRS990/PrincipalOfficerNm0REBECCA NEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02989778
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0281386
IRS990/PYInvestmentIncomeAmt044
IRS990/PYOtherExpensesAmt01201177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt088
IRS990/PYSalariesCompEmpBnftPaidAmt01507171
IRS990/PYTotalExpensesAmt02989734
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02989822
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0145
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072508
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02334692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02989778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04386485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02966943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02647619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015325517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0834
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05881
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06715
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt015325517
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02334692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02989778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04386485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02966943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02647619
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015325517
IRS990ScheduleA/TotalSupportAmt015332472
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01358
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08424
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09782
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02334586
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09911
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09911
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02334731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, THE CENTER HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01358
IRS990ScheduleD/TotalExpensesPerForm990Amt02334586
IRS990ScheduleD/TotalRevenuePerForm990Amt02334731
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02334731
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02334586
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0200281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1200281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2162960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3127201
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4156600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt112017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt29778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt37632
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt49396
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024553
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt129836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt27439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt311472
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt41256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt04207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt27298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt34173
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt42020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MADELINE CARTER SEE SCHED O
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1REBECCA NEY SEE SCHED O
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KURT BUMBY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3SUSAN GIBEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4RICHARD STROKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRINCIPAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SENIOR ASSOCIATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CHIEF OPERATING OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4SENIOR MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0241058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1242134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2187475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3150478
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4169272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt40
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0THE CAREY GROUP (TCG)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MARK CAREY OWNER TCG DOMESTIC PARTNER OF MADELINE CARTER, PRINCIPAL OF CEPP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$1.97$0.70$6.85$6.39$0.46
2023Summary only. Only limited summary data is available for this year.$2.72$2.48$0.24$6.64$6.65$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$1.38$10.4$1.81$5.55$3.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.71$14.3$0.72$5.05$4.34
2020Summary only. Only limited summary data is available for this year.$19.2$0.56$18.6$15.3$5.98$9.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.64$9.31$1.07$5.07$4.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.32$13.3$15.1$1.83$13.3
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.27$0.03$2.33$2.33$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.31$0.03$2.99$2.99$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.67$0.03$4.39$4.39$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.42$0.03$2.97$2.97$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.38$0.03$2.65$2.65$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.33$0.03$2.88
2011Summary only. Only limited summary data is available for this year.$0.41$0.36$0.06$3.04$3.26$0.22