Civic Intelligence

Sepa Shrm

990EZ • Fiscal year 2021 • EIN 23-2742461

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 28, 2022

Organization ProfileN/A
102 Galloping Hill DriveLincoln University, PA 19352

(484) 643-0393

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

33rd percentile

-1.7%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-1.7%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

0.6%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$71,766

Down $1,246 (-1.7%) from 2020

Net Assets

Down

$71,766

Down $1,246 (-1.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$75,105

Up $430 (+0.6%) from 2020

Expenses

Up

$76,351

Up $3,926 (+5.4%) from 2020

Net Income

Down

-$1,246

Down $3,496 (-155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$100K$50K$0Assets 2013: $55,074Liabilities 2013: $02013Assets 2014: $57,300Liabilities 2014: $02014Assets 2015: $67,624Liabilities 2015: $02015Assets 2016: $80,218Liabilities 2016: $02016Assets 2017: $86,205Liabilities 2017: $02017Assets 2018: $82,519Liabilities 2018: $02018Assets 2019: $70,762Net Assets 2019: $70,7622019Assets 2020: $73,012Net Assets 2020: $73,0122020Assets 2021: $71,766Net Assets 2021: $71,7662021Assets 2022: $69,984Net Assets 2022: $69,9842022Assets 2023: $66,763Net Assets 2023: $66,7632023Assets 2024: $65,302Net Assets 2024: $65,3022024

Highlighted filing

2021

Assets$71,766
Liabilities-
Net Assets$71,766
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $67,154Expenses 2013: $48,751Net Income 2013: $18,4032013Revenue 2014: $75,401Expenses 2014: $73,175Net Income 2014: $2,2262014Revenue 2015: $95,790Expenses 2015: $85,466Net Income 2015: $10,3242015Revenue 2016: $102,101Expenses 2016: $89,507Net Income 2016: $12,5942016Revenue 2017: $94,036Expenses 2017: $88,049Net Income 2017: $5,9872017Revenue 2018: $86,936Expenses 2018: $90,622Net Income 2018: -$3,6862018Revenue 2019: $91,389Expenses 2019: $103,146Net Income 2019: -$11,7572019Revenue 2020: $74,675Expenses 2020: $72,425Net Income 2020: $2,2502020Revenue 2021: $75,105Expenses 2021: $76,351Net Income 2021: -$1,2462021Revenue 2022: $81,302Expenses 2022: $83,084Net Income 2022: -$1,7822022Revenue 2023: $91,652Expenses 2023: $94,873Net Income 2023: -$3,2212023Revenue 2024: $93,785Expenses 2024: $95,246Net Income 2024: -$1,4612024

Highlighted filing

2021

Revenue$75,105
Expenses$76,351
Net Income-$1,246
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 28, 2022
Return Version
2021v4.1
Gross Receipts
$75,105
Mission and Program Overview

Mission

Further the professional development of membership through programs and net- working meetings

Program Services

DescriptionGrantsExpenses
CONDUCTED ANNUAL AND WEEKLY EDUCATIONAL FUNCTIONSFOR ITS MEMBERS--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE LANTZPresidentPT$0--
MICHELE MCDONALDPres-ElectPT$0--
DAVID BROWNSecretaryPT$0--
NED CLOPTONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Sepa Shrm
EIN
23-2742461
Phone
4846430393
Address
102 GALLOPING HILL DRIVE, LINCOLN UNIVERSITY, PA 19352

Signing Officer

Name
Ned Clopton
Title
Treasurer
Phone
4846430393
Signed
2022-03-28

Preparer

Firm
Thomas Maher
Address
410 EASTON RD, WILLOW GROVE, PA 19090
Preparer
Thomas J Maher CPA
Phone
2158065009
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Certification course 30155.”

Form 990EZ, Part I, Line 8

“SPONSORSHIPS 11900.”

Form 990EZ, Part I, Line 8

“FOUNDATION 477.”

Form 990EZ, Part I, Line 8

“OTHER 777.”

Form 990EZ, Part I, Line 16

“Travel and officer expenses 2131.”

Form 990EZ, Part I, Line 16

“Telephone and internet 8470.”

Form 990EZ, Part I, Line 16

“Professional development programs 27886.”

Form 990EZ, Part I, Line 16

“ADMINISTRATIVE 9225.”

Form 990EZ, Part I, Line 16

“INSURANCE 1506.”

Form 990EZ, Part I, Line 16

“MEETING COSTS 1020.”

Form 990EZ, Part I, Line 16

“OTHER 1677.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIP 1495.”

Raw XML Appendix144 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NED CLOPTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06108329144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015 COLWELL LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONSHOHOCKEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019428
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019663
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1246
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071766
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt075105
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012035
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071766
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE LANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELE MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NED CLOPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053410
IRS990EZ/OtherRevenueTotalAmt043309
IRS990EZ/PrimaryExemptPurposeTxt0FURTHER THE PROFESSIONAL DEVELOPMENT OF MEMBERSHIP THROUGH PROGRAMS AND NET- WORKING MEETINGS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED ANNUAL AND WEEKLY EDUCATIONAL FUNCTIONSFOR ITS MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022941
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076351
IRS990EZ/TotalRevenueAmt075105
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CERTIFICATION COURSE 30155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPONSORSHIPS 11900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION 477.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER 777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL AND OFFICER EXPENSES 2131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE AND INTERNET 8470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL DEVELOPMENT PROGRAMS 27886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE 9225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 1506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEETING COSTS 1020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER 1677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOLARSHIP 1495.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NED CLOPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04846430393
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEPA SHRM
ReturnHeader/Filer/BusinessNameControlTxt0SEPA
ReturnHeader/Filer/EIN0232742461
ReturnHeader/Filer/PhoneNum04846430393
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 GALLOPING HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0LINCOLN UNIVERSITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS MAHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 EASTON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLOW GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019090
ReturnHeader/PreparerPersonGrp/PhoneNum02158065009
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J MAHER CPA
ReturnHeader/ReturnTs02022-04-06T07:45:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLOPTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,766
Liabilities
-
Net assets
$71,766
Revenue
$75,105
Expenses
$76,351
Net income
-$1,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.94$0.95$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.92$0.95$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.81$0.83$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.75$0.76$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.75$0.72$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.91$1.03$0.12
2018Summary only. Only limited summary data is available for this year.$0.83$0.00$0.87$0.91$0.04
2017Summary only. Only limited summary data is available for this year.$0.86$0.00$0.94$0.88$0.06
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$1.02$0.90$0.13
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$0.96$0.85$0.10
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.75$0.73$0.02
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.67$0.49$0.18