Civic Intelligence

The Arthur Page Society

990 • Fiscal year 2017 • EIN 23-2290568

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 29, 2018

230 Park Avenue Ste 455New York, NY 10169

(212) 400-7959

Siviq Scores

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

Liabilities / Assets

76th percentile

0.41x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.25x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

95th percentile

$342,974

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

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

Asset Growth

13th percentile

-8.5%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

54th percentile

6.2%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$2,267,407

Down $211,778 (-8.5%) from 2016

Net Assets

Down

$1,340,101

Down $352,313 (-21%) from 2016

Liabilities

Up

$927,306

Up $140,535 (+18%) from 2016

Revenue

Up

$3,778,180

Up $219,183 (+6.2%) from 2016

Expenses

Up

$4,325,882

Up $415,238 (+11%) from 2016

Net Income

Down

-$547,702

Down $196,055 (-56%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,406,379Liabilities 2011: $424,325Net Assets 2011: $982,0542011Assets 2012: $1,560,055Liabilities 2012: $485,220Net Assets 2012: $1,074,8352012Assets 2013: $2,506,054Liabilities 2013: $954,246Net Assets 2013: $1,551,8082013Assets 2014: $2,973,623Liabilities 2014: $1,039,434Net Assets 2014: $1,934,1892014Assets 2015: $2,934,912Liabilities 2015: $961,335Net Assets 2015: $1,973,5772015Assets 2016: $2,479,185Liabilities 2016: $786,771Net Assets 2016: $1,692,4142016Assets 2017: $2,267,407Liabilities 2017: $927,306Net Assets 2017: $1,340,1012017Assets 2018: $2,396,223Liabilities 2018: $1,172,998Net Assets 2018: $1,223,2252018Assets 2019: $3,606,743Liabilities 2019: $1,950,794Net Assets 2019: $1,655,9492019Assets 2020: $4,076,735Liabilities 2020: $1,419,805Net Assets 2020: $2,656,9302020Assets 2021: $4,651,652Liabilities 2021: $1,759,195Net Assets 2021: $2,892,4572021Assets 2022: $3,285,184Liabilities 2022: $1,833,636Net Assets 2022: $1,451,5482022Assets 2023: $3,569,566Liabilities 2023: $2,458,905Net Assets 2023: $1,110,6612023Assets 2024: $3,281,349Liabilities 2024: $2,071,891Net Assets 2024: $1,209,4582024

Highlighted filing

2017

Assets$2,267,407
Liabilities$927,306
Net Assets$1,340,101

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,821,662Expenses 2011: $1,468,236Net Income 2011: $353,4262011Revenue 2012: $1,711,913Expenses 2012: $1,691,740Net Income 2012: $20,1732012Revenue 2013: $2,449,539Expenses 2013: $2,084,392Net Income 2013: $365,1472013Revenue 2014: $3,096,691Expenses 2014: $2,753,560Net Income 2014: $343,1312014Revenue 2015: $3,508,943Expenses 2015: $3,415,281Net Income 2015: $93,6622015Revenue 2016: $3,558,997Expenses 2016: $3,910,644Net Income 2016: -$351,6472016Revenue 2017: $3,778,180Expenses 2017: $4,325,882Net Income 2017: -$547,7022017Revenue 2018: $4,599,606Expenses 2018: $4,599,829Net Income 2018: -$2232018Revenue 2019: $5,435,669Expenses 2019: $5,240,739Net Income 2019: $194,9302019Revenue 2020: $4,564,544Expenses 2020: $3,767,066Net Income 2020: $797,4782020Revenue 2021: $4,039,971Expenses 2021: $3,988,087Net Income 2021: $51,8842021Revenue 2022: $5,450,484Expenses 2022: $6,420,258Net Income 2022: -$969,7742022Revenue 2023: $5,660,634Expenses 2023: $6,108,692Net Income 2023: -$448,0582023Revenue 2024: $6,336,573Expenses 2024: $6,103,544Net Income 2024: $233,0292024

Highlighted filing

2017

Revenue$3,778,180
Expenses$4,325,882
Net Income-$547,702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 29, 2018
Return Version
2017v2.3
Gross Receipts
$3,778,180
Mission and Program Overview

Mission

To strengthen the enterprise leadership role of the chief communications officer by embracing the highest professional standards; by advancing the way communications is understood, practiced and taught; and by providing a collegial and dynamic learning environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,793,944$1,763,769▼ $30,175
Cash and Non-Interest-Bearing Accounts$173,564$179,789▲ $6,225
Savings and Temporary Cash Investments$259,982$139,893▼ $120,089
Intangible Assets$98,729$80,778▼ $17,951
Prepaid Expenses and Deferred Charges$59,639$47,468▼ $12,171
Pledges and Grants Receivable$75,097$42,000▼ $33,097
Accounts Receivable$18,230$13,710▼ $4,520
Total Assets$2,479,185$2,267,407▼ $211,778
Liabilities
Deferred Revenue$721,455$871,108▲ $149,653
Accounts Payable and Accrued Expenses$65,316$56,198▼ $9,118
Total Liabilities$786,771$927,306▲ $140,535
Net Assets / Fund Balance
Unrestricted Net Assets$1,547,557$1,260,201▼ $287,356
Temporarily Rstr Net Assets$144,857$79,900▼ $64,957
Total Net Assets Fund Balance$1,692,414$1,340,101▼ $352,313
Total Liabilities and Net Assets / Fund Balance$2,479,185$2,267,407▼ $211,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John R BoltonPresidentFT$225,000$117,974$342,974
Eliot MizrachiVice PresideFT$171,000$16,861$187,861
Eliot MizrachiVice President-$125,000$62,861$187,861
Mary ElliottVice PresideFT$171,000$16,597$187,597
Mary ElliottVice President-$125,000$62,597$187,597
Daniel StrouhalVice PresideFT$175,000$11,658$186,658
Daniel StrouhalVice President-$125,000$61,658$186,658
Anabella TinocoDirectorFT$103,500$11,956$115,456
Revenue and Support

Revenue Composition

Contributions and Grants
$436,070
Program Service Revenue
$3,299,752
Investment Income
$42,358
Other Revenue
$0
All Other Contributions
$436,070
Change in Net Assets
$-547,702

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,778,180
Revenue Not Reported on Form 990
$370,389
Total Revenue per Audited Statements
$4,148,569
Total Revenue per Form 990
$3,778,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,530,297
Salaries, Compensation, and Employee Benefits$1,776,235
Total Fundraising Expense$64,499
Grants and Similar Amounts Paid$19,350
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$741,435$146,506$17,149$905,090
Other Salaries and Wages$600,929$110,727$20,061$731,717
Fees for Services Other$222,803$30,834-$253,637
Travel$205,589$4,191$524$210,304
Office Expenses$179,002$24,573$4,530$208,105
Occupancy$141,489$27,608$3,451$172,548
Information Technology$113,087$12,100$1,512$126,699
Payroll Taxes$86,649$16,770$2,464$105,883
Other Expenses$85,658-$13,081$98,739
All Other Expenses$97,131--$97,131
Fees for Services Accounting-$38,265-$38,265
Fees for Service Investment Mgmnt Fees-$21,987-$21,987
Pension Plan Contributions$16,543$3,767$667$20,977
Grants to Domestic Individuals$19,350--$19,350
Other Employee Benefits$7,827$3,774$967$12,568
Fees for Services Legal$454$6,258-$6,712
Insurance$3,792$740$93$4,625
Total Functional Expenses$3,813,283$448,100$64,499$4,325,882

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,500,882
Expenses per Audited Statements$4,325,882
Total Expenses per Form 990$4,325,882
Expenses Not Reported on Form 990$175,000
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
Audit committee
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
Yes
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, Page 6, Part VI, Line 2

Rob flaherty jon iwata vice chair vice chair business kelli parsons maril mcdonald vice chair trustee business kelli parsons andy polansky vice chair trustee business kelli parsons aedhmar hynes vice chair trustee business

Form 990, Page 6, Part VI, Line 6

Membership in the society is restricted to persons who are or have been in policymaking positions or have demonstrated outstanding achievements in public relations or corporate communications. Each member will be classified as an individual, educator, non-profit, government, retired, life or honorary member.

Form 990, Page 6, Part VI, Line 7A

The election of trustees by the membership shall be conducted at the annual meeting each year. The nominating committee will be responsible for ensuring and administering an orderly election process as authorized and directed by the board of trustees.

Form 990, Page 6, Part VI, Line 11B

A draft of the form 990 is reviewed and approved by the financial planning, audit and investment committee and the president of the organization. A draft of the form is sent to all board members.

Form 990, Page 6, Part VI, Line 12C

During the arthur w. Page society's first board of trustees meeting in 2017, chairman david samson reminded the trustees of their commitment to the conflict of interest (coi) policy. Each trustee was then asked to complete a conflict of interest (coi) statement. The statement required each trustee to personally affirm that she or he has reviewed the coi policy, understands the policy, and agrees to comply with the policy. Moreover, the statement requests each trustee to disclose information about any business relationships she or he or her/his relative(s) may have with the society. Arthur w. Page society staff sent email follow-up reminders to trustees who do not complete the coi statement onsite, including those who participated in the meeting via teleconference or who were absent.

Form 990, Page 6, Part VI, Line 15A

When the president was hired in 2011, the society researched roles, responsibilities and qualifications and, using comparative data for like- sized organizations, provided compensation recommendations to a search committee of the board. The search committee was comprised of members independent of the president. The executive committee considered information obtained regarding the hiring of the president to be current and entered into a contract with mr. Bolton on similar terms, adjusted for differences in qualifications. The search committee and the full board approved the contract. There has been no change to the contract since that time.

Form 990, Page 6, Part VI, Line 19

Bylaws and financial statements are available on organization's website(www.awpagesociety.com). Articles of incorporation & conflict of interest policy are made available upon request.

Filing and Contact Details

Filer

Filer Name
The Arthur Page Society
EIN
23-2290568
Phone
2124007959
Address
230 PARK AVENUE STE 455, NEW YORK, NY 10169

Signing Officer

Name
John R Bolton
Title
President
Phone
2124007959
Signed
2018-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John R Bolton
Formed
1983
Legal Domicile
Pa
Voting Board Members
36
Independent Board Members
35
Employees
0
Volunteers
150

Preparer

Firm
Kattell & Company Pl
Address
808B NW 16TH AVE, GAINESVILLE, FL 32601
Preparer
Stephen H Kattell
Phone
3523956565
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To strengthen the enterprise leadership role of the chief communications officer by embracing the highest professional standards; by advancing the way communications is understood, practiced and taught; and by providing a collegial and dynamic learning environment.

Form 990, Page 2, Part III, Line 4C

Committees that lead the page up organization such as the membership committee, member engagement committee, thought leadership committee and professional development committee (230 members). Diverse future is a week-long executive education program for diverse professionals who work for page members (12 participants). Leaders of tomorrow is an evening reception and speaker program series that brings together diverse young professionals and page members for learning and networking (2 events, 40+ participants each). Regional events, which include half-day insight forums as well as regional networking events, bring together members to learn and network around topics of interest and emerging best practices in the profession (15-40 participants). The format places limits on attendance to create an intimate environment that makes the experience truly engaging.

Form 990, Page 2, Part III, Line 4D

Committees create the programs and activities which serve the members. Under the board of trustees, there are nine committees that oversee the work of the society, most of which also have subcommittees or task forces that drive the work: executive, chairman's council, nominating & governance, membership, globalization, member engagement, thought leadership, professional development and financial planning & operations.

Form 990, Part V

2a. The organization is in an employee leasing arrangement with trinet. There were 18 staff members paid during 2017.

Financial Statement Notes

Schedule D, Page 3, Part X

The society is tax exempt under section 501(c)(3) of the internal revenue code and does not earn any unrelated business income. Therefore, no provision for income taxes is reflected in the accompanying financial statements.. The society holds no uncertain tax positions and, therefore, has no policy for evaluating them.

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IRS990/Form990PartVIISectionAGrp/PersonNm16HERBERT HEITMANN
IRS990/Form990PartVIISectionAGrp/PersonNm17AEDHMAR HYNES
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IRS990/Form990PartVIISectionAGrp/PersonNm23WENDI STRONG
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IRS990/Form990PartVIISectionAGrp/PersonNm32ANDY POLANSKY
IRS990/Form990PartVIISectionAGrp/PersonNm33DON STACKS
IRS990/Form990PartVIISectionAGrp/PersonNm34DONNA UCHIDA
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IRS990/Form990PartVIISectionAGrp/PersonNm36DANIEL STROUHAL
IRS990/Form990PartVIISectionAGrp/PersonNm37MARY ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm38ELIOT MIZRACHI
IRS990/Form990PartVIISectionAGrp/PersonNm39ANABELLA TINOCO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt33TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt35TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt36VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt37VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt38VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt39DIRECTOR
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$2.07$1.21$6.34$6.10$0.23
2023Summary only. Only limited summary data is available for this year.$3.57$2.46$1.11$5.66$6.11$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$1.83$1.45$5.45$6.42$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$1.76$2.89$4.04$3.99$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$1.42$2.66$4.56$3.77$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$1.95$1.66$5.44$5.24$0.19
2018Summary only. Only limited summary data is available for this year.$2.40$1.17$1.22$4.60$4.60$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.93$1.34$3.78$4.33$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.79$1.69$3.56$3.91$0.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.96$1.97$3.51$3.42$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.97$1.04$1.93$3.10$2.75$0.34
2013Summary only. Only limited summary data is available for this year.$2.51$0.95$1.55$2.45$2.08$0.37
2012Summary only. Only limited summary data is available for this year.$1.56$0.49$1.07$1.71$1.69$0.02
2011Summary only. Only limited summary data is available for this year.$1.41$0.42$0.98$1.82$1.47$0.35