Civic Intelligence

Boston Security Analysts Society

990 • Fiscal year 2015 • EIN 23-7069432

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 19, 2015

Organization ProfileWWW.BSAS.ORG

View Organization Page

2 Financial Ctr Ste 1010 60 S StBoston, MA 02111

(617) 426-0270

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.08x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.20x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

43rd percentile

2.0%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$196,906

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-4.2%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,250,173

Down $43,767 (-1.0%) from 2014

Net Assets

Down

$3,930,418

Down $109,270 (-2.7%) from 2014

Liabilities

Up

$319,755

Up $65,503 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin43rd percentile

Revenue

Down

$1,616,079

Down $70,387 (-4.2%) from 2014

Expenses

Up

$1,584,191

Up $73,326 (+4.9%) from 2014

Net Income

Down

$31,888

Down $143,713 (-82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,059,438Liabilities 2011: $211,488Net Assets 2011: $2,847,9502011Assets 2012: $3,424,654Liabilities 2012: $195,843Net Assets 2012: $3,228,8112012Assets 2013: $3,879,572Liabilities 2013: $307,910Net Assets 2013: $3,571,6622013Assets 2014: $4,293,940Liabilities 2014: $254,252Net Assets 2014: $4,039,6882014Assets 2015: $4,250,173Liabilities 2015: $319,755Net Assets 2015: $3,930,4182015Assets 2016: $4,277,224Liabilities 2016: $317,724Net Assets 2016: $3,959,5002016Assets 2018: $4,463,942Liabilities 2018: $341,760Net Assets 2018: $4,122,1822018Assets 2019: $4,764,884Liabilities 2019: $411,881Net Assets 2019: $4,353,0032019Assets 2020: $4,708,519Liabilities 2020: $167,713Net Assets 2020: $4,540,8062020Assets 2021: $6,009,185Liabilities 2021: $269,573Net Assets 2021: $5,739,6122021Assets 2022: $5,288,449Liabilities 2022: $321,554Net Assets 2022: $4,966,8952022Assets 2023: $6,655,258Liabilities 2023: $1,492,130Net Assets 2023: $5,163,1282023Assets 2024: $6,910,043Liabilities 2024: $1,425,846Net Assets 2024: $5,484,1972024Assets 2025: $6,656,724Liabilities 2025: $1,236,645Net Assets 2025: $5,420,0792025

Highlighted filing

2015

Assets$4,250,173
Liabilities$319,755
Net Assets$3,930,418
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,244,3262011Expenses 2012: $1,049,8102012Expenses 2013: $1,517,2972013Revenue 2014: $1,686,466Expenses 2014: $1,510,865Net Income 2014: $175,6012014Revenue 2015: $1,616,079Expenses 2015: $1,584,191Net Income 2015: $31,8882015Revenue 2016: $1,634,873Expenses 2016: $1,647,010Net Income 2016: -$12,1372016Revenue 2018: $1,701,394Expenses 2018: $1,606,329Net Income 2018: $95,0652018Revenue 2019: $1,919,405Expenses 2019: $1,847,413Net Income 2019: $71,9922019Revenue 2020: $1,832,964Expenses 2020: $1,681,778Net Income 2020: $151,1862020Revenue 2021: $1,696,898Expenses 2021: $1,331,024Net Income 2021: $365,8742021Revenue 2022: $2,072,624Expenses 2022: $1,759,733Net Income 2022: $312,8912022Revenue 2023: $1,853,709Expenses 2023: $1,890,424Net Income 2023: -$36,7152023Revenue 2024: $1,998,288Expenses 2024: $2,096,241Net Income 2024: -$97,9532024Revenue 2025: $2,419,772Expenses 2025: $2,588,166Net Income 2025: -$168,3942025

Highlighted filing

2015

Revenue$1,616,079
Expenses$1,584,191
Net Income$31,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 19, 2015
Return Version
2014v5.0
Gross Receipts
$1,673,868
Mission and Program Overview

Mission

Cfa society boston members promote the highest ethical standards, best practices and professional development within the investment industry to educate and build trust in the community it serves.

To be a community of investment professionals which promotes the highest ethical standards, best practices and professional development of current and future members to benefit clients and the broader investing public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,880,303$3,851,987▼ $28,316
Cash and Non-Interest-Bearing Accounts$201,451$204,088▲ $2,637
Savings and Temporary Cash Investments$83,711$79,610▼ $4,101
Land, Buildings, and Equipment, Net$104,591$67,903▼ $36,688
Accounts Receivable$20,257$44,341▲ $24,084
Prepaid Expenses and Deferred Charges$3,627$2,244▼ $1,383
Total Assets$4,293,940$4,250,173▼ $43,767
Liabilities
Other Liabilities$150,540$216,092▲ $65,552
Accounts Payable and Accrued Expenses$103,712$103,663▼ $49
Total Liabilities$254,252$319,755▲ $65,503
Net Assets / Fund Balance
Unrestricted Net Assets$4,039,688$3,930,418▼ $109,270
Total Net Assets Fund Balance$4,039,688$3,930,418▼ $109,270
Total Liabilities and Net Assets / Fund Balance$4,293,940$4,250,173▼ $43,767

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,313$132,294$166,607
Other Land Buildings$28,712$45,084$73,796
Leasehold Improvements$4,878$2,031$6,909
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne WolfExecutive DirectorFT$150,651$46,255$196,906
Stephanie FieldManaging DirectorFT$119,936$11,541$131,477

Board Members and Trustees

NameTitle
Pamela YangChair
Chris FotiChair, Programs, and Education
Alice AvanianImmediate Past Chair
Dan FascianoPast Chair
Mike RobergePast Chair
Scott StewartVice Chair
Erinn KingDirector
George MellmanDirector
Larry PohlmanDirector
Michael TrotskyDirector
Stacey MarinoDirector
Susan FarrisDirector
Thomas BavinDirector
William RichardsonDirector
Jeff AugustineSecretary
George HoguetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,357,942
Investment Income
$113,137
Other Revenue
$145,000
Change in Net Assets
$31,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$930,823
Salaries, Compensation, and Employee Benefits$653,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$365,208
Current Officers, Directors, Trustees, and Key Employees---$192,074
Occupancy---$87,421
All Other Expenses---$78,660
Fees for Services Other---$45,463
Payroll Taxes---$42,810
Fees for Services Accounting---$40,995
Depreciation Depletion---$36,580
Travel---$28,698
Information Technology---$28,639
Other Employee Benefits---$27,049
Pension Plan Contributions---$26,227
Other Expenses---$21,084
Office Expenses---$17,475
Insurance---$11,690
Fees for Services Legal---$11,050
Advertising---$10,309
Total Functional Expenses$0$0$0$1,584,191
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Membership Dues$216,092
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The organization's members elect members of the governing board.”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed by the audit committee prior to its filing.”

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

“The organization monitors compliance with the written conflict of interest policy on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation for the organization's executive director and other key employees, is approved by the organization's board of directors. The organization uses comparative 990's from similar organizations, employment contracts, and compensation surveys to establish the salaries of the executive director and any other key employees.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policies, and financial statements are avaliable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Boston Security Analysts Society
EIN
23-7069432
Phone
6174260270
Address
2 FINANCIAL CTR STE 1010 60 S ST, BOSTON, MA 02111

Signing Officer

Name
Jeanne Wolf
Title
Executive Director
Phone
6174260270
Signed
2015-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Wolf
Formed
1946
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
16
Employees
11
Volunteers
200

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Douglas M Thorpe
Phone
7819143400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Bank and credit card fees 16,436. Annual meeting 12,785. Newsletter 9,790. Telephone 8,498. Board expense 7,051. Staff development 6,585. Bad debt expense 5,015. Neirc 4,149. Committee expense 3,172. Postage and shipping 2,952. Instructors 1,985. Text books 242.”

FORM 990, PART XII, LINE 2C:

“The process has remained the same from last year.”

Raw XML AppendixShowing 400 of 459 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/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt028639
IRS990/InsuranceGrp/TotalAmt011690
IRS990/InvestmentIncomeGrp/ExclusionAmt087176
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087176
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03880303
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03851987
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0179409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0104591
IRS990/LandBldgEquipBasisNetGrp/EOYAmt067903
IRS990/LandBldgEquipCostOrOtherBssAmt0247312
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0108
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057681
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS TO BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04039688
IRS990/NetAssetsOrFundBalancesEOYAmt03930418
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt025961
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025961
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-141158
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt087421
IRS990/OfficeExpensesGrp/TotalAmt017475
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027049
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FACILITY AND FOOD
IRS990/OtherExpensesGrp/Desc2PRACTICE EXAM
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0294067
IRS990/OtherExpensesGrp/TotalAmt1164240
IRS990/OtherExpensesGrp/TotalAmt254452
IRS990/OtherExpensesGrp/TotalAmt321084
IRS990/OtherLiabilitiesGrp/BOYAmt0150540
IRS990/OtherLiabilitiesGrp/EOYAmt0216092
IRS990/OtherSalariesAndWagesGrp/TotalAmt0365208
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042810
IRS990/PensionPlanContributionsGrp/TotalAmt026227
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03627
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02244
IRS990/PrincipalOfficerNm0JEANNE WOLF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL COURSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0290015
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1277177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0290015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1277177
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt066700
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0277177
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEMBERSHIP DUES.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0790750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0151083
IRS990/PYOtherExpensesAmt0954563
IRS990/PYOtherRevenueAmt0135000
IRS990/PYProgramServiceRevenueAmt01400383
IRS990/PYRevenuesLessExpensesAmt0175601
IRS990/PYSalariesCompEmpBnftPaidAmt0556302
IRS990/PYTotalExpensesAmt01510865
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01686466
IRS990/ReconcilationRevenueExpnssAmt031888
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0290015
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0145000
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0145000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt083711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079610
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt034313
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0132294
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0166607
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04878
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02031
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06909
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028712
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045084
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0216092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED MEMBERSHIP DUES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067903
IRS990ScheduleD/TotalLiabilityAmt0216092
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150651
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount032012
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08003
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEANNE WOLF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196906
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MONITORS COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE ORGANIZATION USES COMPARATIVE 990'S FROM SIMILAR ORGANIZATIONS, EMPLOYMENT CONTRACTS, AND COMPENSATION SURVEYS TO ESTABLISH THE SALARIES OF THE EXECUTIVE DIRECTOR AND ANY OTHER KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK AND CREDIT CARD FEES 16,436. ANNUAL MEETING 12,785. NEWSLETTER 9,790. TELEPHONE 8,498. BOARD EXPENSE 7,051. STAFF DEVELOPMENT 6,585. BAD DEBT EXPENSE 5,015. NEIRC 4,149. COMMITTEE EXPENSE 3,172. POSTAGE AND SHIPPING 2,952. INSTRUCTORS 1,985. TEXT BOOKS 242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS REMAINED THE SAME FROM LAST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04293940
IRS990/TotalAssetsEOYAmt04250173
IRS990/TotalAssetsGrp/BOYAmt04293940
IRS990/TotalAssetsGrp/EOYAmt04250173
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt01584191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0254252
IRS990/TotalLiabilitiesEOYAmt0319755
IRS990/TotalLiabilitiesGrp/BOYAmt0254252
IRS990/TotalLiabilitiesGrp/EOYAmt0319755

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,250,173
Liabilities
$319,755
Net assets
$3,930,418
Revenue
$1,616,079
Expenses
$1,584,191
Net income
$31,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$1.24$5.42$2.42$2.59$0.17
2024Detailed filing. Detailed filing data is available for this year.$6.91$1.43$5.48$2.00$2.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.66$1.49$5.16$1.85$1.89$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.29$0.32$4.97$2.07$1.76$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.27$5.74$1.70$1.33$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.17$4.54$1.83$1.68$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.41$4.35$1.92$1.85$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.34$4.12$1.70$1.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.32$3.96$1.63$1.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.32$3.93$1.62$1.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.25$4.04$1.69$1.51$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.31$3.57$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.20$3.23$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.21$2.85$1.24