Civic Intelligence

The Assemblies

990 • Fiscal year 2017 • EIN 23-2567052

Mar 01, 2016 to Feb 28, 2017 • Filed on Sep 20, 2017

PO Box 738Devon, PA 19333

(610) 975-9231

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.00x

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$46,679

Up $9,345 (+25%) from 2016

Net Assets

Up

$46,679

Up $9,345 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$68,299

Down $13,890 (-17%) from 2016

Expenses

Down

$60,590

Down $20,715 (-25%) from 2016

Net Income

Up

$7,709

Up $6,825 (+772%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $25,593Liabilities 2012: $0Net Assets 2012: $25,5932012Assets 2013: $29,163Liabilities 2013: $0Net Assets 2013: $29,1632013Assets 2014: $31,295Liabilities 2014: $0Net Assets 2014: $31,2952014Assets 2015: $36,450Liabilities 2015: $0Net Assets 2015: $36,4502015Assets 2016: $37,334Liabilities 2016: $0Net Assets 2016: $37,3342016Assets 2017: $46,679Liabilities 2017: $0Net Assets 2017: $46,6792017Assets 2018: $35,404Liabilities 2018: $0Net Assets 2018: $35,4042018Assets 2019: $61,753Liabilities 2019: $0Net Assets 2019: $61,7532019Assets 2020: $71,030Liabilities 2020: $0Net Assets 2020: $71,0302020Assets 2021: $92,475Liabilities 2021: $0Net Assets 2021: $92,4752021Assets 2022: $48,795Liabilities 2022: $0Net Assets 2022: $48,7952022Assets 2023: $35,087Liabilities 2023: $0Net Assets 2023: $35,0872023Assets 2024: $83,950Liabilities 2024: $0Net Assets 2024: $83,9502024Assets 2025: $90,808Liabilities 2025: $0Net Assets 2025: $90,8082025

Highlighted filing

2017

Assets$46,679
Liabilities$0
Net Assets$46,679

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $62,5192012Expenses 2013: $68,0062013Revenue 2014: $68,482Expenses 2014: $66,350Net Income 2014: $2,1322014Revenue 2015: $74,625Expenses 2015: $69,470Net Income 2015: $5,1552015Revenue 2016: $82,189Expenses 2016: $81,305Net Income 2016: $8842016Revenue 2017: $68,299Expenses 2017: $60,590Net Income 2017: $7,7092017Revenue 2018: $50,870Expenses 2018: $62,145Net Income 2018: -$11,2752018Revenue 2019: $93,111Expenses 2019: $68,007Net Income 2019: $25,1042019Revenue 2020: $87,086Expenses 2020: $77,809Net Income 2020: $9,2772020Revenue 2021: $85,271Expenses 2021: $63,826Net Income 2021: $21,4452021Revenue 2022: $52,311Expenses 2022: $95,991Net Income 2022: -$43,6802022Revenue 2023: $69,718Expenses 2023: $83,426Net Income 2023: -$13,7082023Revenue 2024: $136,609Expenses 2024: $87,746Net Income 2024: $48,8632024Revenue 2025: $104,613Expenses 2025: $97,755Net Income 2025: $6,8582025

Highlighted filing

2017

Revenue$68,299
Expenses$60,590
Net Income$7,709
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$257,417
Mission and Program Overview

Mission

ANNUAL BALL

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,981$46,679▲ $25,698
Savings and Temporary Cash Investments$17,989--
Total Assets$38,970$46,679▲ $7,709
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38,970$46,679▲ $7,709
Total Net Assets Fund Balance$38,970$46,679▲ $7,709
Total Liabilities and Net Assets / Fund Balance$38,970$46,679▲ $7,709
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ellen WheelerBusiness Manager
J Sergeant PepperManager
J Thomas MooreManager
R Kent CadwaladerManager
David B ThayerSecretary
F Doulas Raymond IIISenior Manager
Gary A CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,374
Program Service Revenue
$0
Investment Income
$100
Other Revenue
$-52,175
Change in Net Assets
$7,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$43,993-$43,993
Insurance-$3,434-$3,434
Conferences and Meetings-$3,075-$3,075
Other Expenses-$2,274-$2,274
Fees for Services Accounting-$1,200-$1,200
Office Expenses-$472-$472
Total Functional Expenses$0$60,590$0$60,590
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$189,118
Fundraising Gross Income$136,670
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Ball$136,670$136,670$32,872$103,798
Total Events$136,670$136,670$189,118$-52,448
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

The organizations governing document and financial statements are available to the public upon request by contacting Ellen Wheeler at 610-975-9231

Filing and Contact Details

Filer

Filer Name
The Assemblies
EIN
23-2567052
Phone
6109759231
Address
PO Box 738, Devon, PA 19333

Signing Officer

Name
Ellen Wheeler
Title
Manager
Signed
2017-09-20
Discuss with paid preparer
No

Organization Details

Principal Officer
Ellen Wheeler
Formed
1960
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Frank Celona CPA
Address
P O BOX 11660, PHILADELPHIA, PA 19116
Preparer
Frank Celona
Phone
6109890189
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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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ReturnHeader/FilingSecurityInformation/IPTm023:09:13
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ReturnHeader/PreparerPersonGrp/PhoneNum06109890189
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK CELONA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-20T07:09:42-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.05$0.98$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.37$0.88$0.49
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.70$0.83$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.52$0.96$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.85$0.64$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.87$0.78$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.93$0.68$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.51$0.62$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.68$0.61$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.82$0.81$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.75$0.69$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.68$0.66$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.63