Civic Intelligence

Philadelphia Treasury Management Association

990EZ • Fiscal year 2013 • EIN 23-2861654

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 30, 2014

Organization ProfileWWW.PHILADELPHIAAFP.COM
PO Box 5901219102-9012

(215) 353-6925

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

64th percentile

8.5%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$75,958

Down $3,824 (-4.8%) from 2012

Net Assets

$75,958

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$68,092

Up $5,313 (+8.5%) from 2012

Expenses

Down

$71,916

Down $22,633 (-24%) from 2012

Net Income

Up

-$3,824

Up $27,946 (+88%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150K$100K$50K$0Assets 2011: $111,552Net Assets 2011: $111,5522011Assets 2012: $79,782Liabilities 2012: $02012Assets 2013: $75,958Net Assets 2013: $75,9582013Assets 2014: $61,099Net Assets 2014: $61,0992014Assets 2015: $52,048Liabilities 2015: $0Net Assets 2015: $52,0482015Assets 2016: $68,075Net Assets 2016: $68,0752016Assets 2017: $78,650Net Assets 2017: $78,6502017Assets 2018: $87,132Net Assets 2018: $87,1322018Assets 2019: $78,352Net Assets 2019: $78,3522019Assets 2020: $78,724Liabilities 2020: $4,995Net Assets 2020: $73,7292020Assets 2021: $73,912Net Assets 2021: $73,9122021Assets 2022: $82,737Net Assets 2022: $82,7372022Assets 2023: $81,693Net Assets 2023: $81,6932023

Highlighted filing

2013

Assets$75,958
Liabilities-
Net Assets$75,958
Open 2013 Filing

Operations Trend

Revenue Growth64th percentile

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

$100K$50K$0-$50KRevenue 2011: $67,086Expenses 2011: $71,734Net Income 2011: -$4,6482011Revenue 2012: $62,779Expenses 2012: $94,549Net Income 2012: -$31,7702012Revenue 2013: $68,092Expenses 2013: $71,916Net Income 2013: -$3,8242013Revenue 2014: $61,681Expenses 2014: $76,540Net Income 2014: -$14,8592014Revenue 2015: $65,566Expenses 2015: $74,617Net Income 2015: -$9,0512015Revenue 2016: $76,433Expenses 2016: $60,406Net Income 2016: $16,0272016Revenue 2017: $87,649Expenses 2017: $77,074Net Income 2017: $10,5752017Revenue 2018: $73,774Expenses 2018: $65,292Net Income 2018: $8,4822018Revenue 2019: $29,713Expenses 2019: $38,493Net Income 2019: -$8,7802019Revenue 2020: $7,861Expenses 2020: $12,484Net Income 2020: -$4,6232020Revenue 2021: $10,427Expenses 2021: $10,244Net Income 2021: $1832021Revenue 2022: $27,856Expenses 2022: $19,031Net Income 2022: $8,8252022Revenue 2023: $24,337Expenses 2023: $25,381Net Income 2023: -$1,0442023

Highlighted filing

2013

Revenue$68,092
Expenses$71,916
Net Income-$3,824
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 30, 2014
Return Version
2013v3.1
Gross Receipts
$68,092
Mission and Program Overview

Mission

Educational and networking opportunities

Program Services

DescriptionGrantsExpenses
WE PROVIDE MONTHLY PRESENTATIONS AND AN ANNUAL ONE DAY CONFERENCE LED BY EXPERTS IN THE AREA OF TREASURY MANAGEMENT AND RELATED FIELDS.--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL RINELLIPresidentPT$0--
TRICIA LEFKOFVice PresidentPT$0--
KAREN ARMSTRONGSecretaryPT$0--
JOHN BRAWNERTreasurerPT$0--
Filing and Contact Details

Filer

EIN
23-2861654
Phone
2153536925

Signing Officer

Name
John Brawner
Title
Treasurer
Phone
2153536925
Signed
2014-03-30
Discuss with paid preparer
Yes

Preparer

Preparer
Larry Katz
Phone
2153937238
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Conference 755. Website fees 4088. Meeting expense 2593. Insurance 1164. Scholarships 2500. Regional officer's meeting 3217. Social events 4787. Community donations 1000. Po box 124. Annual agent fee 230. Merchant fees 1454. Ti expenses 43574. Meeting speaker fees 3000. Marketing 666. Accounting 270. Ti14 1627. Miscellaneous 172. Board meetings 695.”

Raw XML Appendix100 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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IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN BRAWNER
IRS990EZ/BooksInCareOfDetail/PhoneNum02153536925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 59012
IRS990EZ/BooksInCareOfDetail/USAddress/City0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0191029012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075958
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3824
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt068092
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0396
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09936
IRS990EZ/MethodOfAccountingCashInd0X
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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/PersonNm0MICHAEL RINELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRICIA LEFKOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN ARMSTRONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN BRAWNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071916
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND NETWORKING OPPORTUNITIES
IRS990EZ/ProgramServiceRevenueAmt057760
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE PROVIDE MONTHLY PRESENTATIONS AND AN ANNUAL ONE DAY CONFERENCE LED BY EXPERTS IN THE AREA OF TREASURY MANAGEMENT AND RELATED FIELDS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071916
IRS990EZ/TotalRevenueAmt068092
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PHILADELPHIAAFP.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCE 755. WEBSITE FEES 4088. MEETING EXPENSE 2593. INSURANCE 1164. SCHOLARSHIPS 2500. REGIONAL OFFICER'S MEETING 3217. SOCIAL EVENTS 4787. COMMUNITY DONATIONS 1000. PO BOX 124. ANNUAL AGENT FEE 230. MERCHANT FEES 1454. TI EXPENSES 43574. MEETING SPEAKER FEES 3000. MARKETING 666. ACCOUNTING 270. TI14 1627. MISCELLANEOUS 172. BOARD MEETINGS 695.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BRAWNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153536925
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHILADELPHIA ASSOCIATION FOR FINANCIAL PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0232861654
ReturnHeader/Filer/PhoneNum02153536925
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 59012
ReturnHeader/Filer/USAddress/City0PHILADELPHIA
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0191029012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KATZ and Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101504 CANTERBURY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LANSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019446
ReturnHeader/PreparerPersonGrp/PhoneNum02153937238
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY KATZ
ReturnHeader/ReturnTs02014-04-09T10:30:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,958
Liabilities
-
Net assets
$75,958
Revenue
$68,092
Expenses
$71,916
Net income
-$3,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.24$0.25$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.28$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$0.08$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.30$0.38$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.74$0.65$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.88$0.77$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.76$0.60$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.66$0.75$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.62$0.77$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.68$0.72$0.04
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.63$0.95$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$1.12$0.67$0.72$0.05