Civic Intelligence

Sma Alumni Association Inc

990EZ • Fiscal year 2013 • EIN 23-7072143

Sep 01, 2012 to Aug 31, 2013 • Filed on Sep 30, 2013

Organization ProfileWWW.SMA-ALUMNI.ORG
P O Box 95824402-0958
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

0.97x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-87%

Higher net margin than 2% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

8th percentile

-31%

Faster asset growth than 8% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-55%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)7 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$19,786

Down $9,026 (-31%) from 2012

Net Assets

Down

$5,795

Down $12,533 (-68%) from 2012

Liabilities

Up

$13,991

Up $3,507 (+33%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Down

$14,392

Down $17,824 (-55%) from 2012

Expenses

Up

$26,925

Up $2,941 (+12%) from 2012

Net Income

Down

-$12,533

Down $20,765 (-252%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0-$20KAssets 2010: $12,829Liabilities 2010: $7,921Net Assets 2010: $4,9082010Assets 2011: $21,470Liabilities 2011: $11,374Net Assets 2011: $10,0962011Assets 2012: $28,812Liabilities 2012: $10,484Net Assets 2012: $18,3282012Assets 2013: $19,786Liabilities 2013: $13,991Net Assets 2013: $5,7952013Assets 2014: $18,306Liabilities 2014: $22,156Net Assets 2014: -$3,8502014Assets 2015: $24,592Liabilities 2015: $42,472Net Assets 2015: -$17,8802015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$19,786
Liabilities$13,991
Net Assets$5,795
Open 2013 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $28,178Expenses 2010: $28,877Net Income 2010: -$6992010Revenue 2011: $44,231Expenses 2011: $39,043Net Income 2011: $5,1882011Revenue 2012: $32,216Expenses 2012: $23,984Net Income 2012: $8,2322012Revenue 2013: $14,392Expenses 2013: $26,925Net Income 2013: -$12,5332013Revenue 2014: $28,372Expenses 2014: $38,017Net Income 2014: -$9,6452014Revenue 2015: $23,171Expenses 2015: $37,201Net Income 2015: -$14,0302015Revenue 2016: $17,689Expenses 2016: $25,609Net Income 2016: -$7,9202016

Highlighted filing

2013

Revenue$14,392
Expenses$26,925
Net Income-$12,533
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Sep 30, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

To promote activities for sma alumni.

Filing and Contact Details

Filer

EIN
23-7072143
Raw XML Appendix184 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
CompensationExplanation/Compensation/PersonName0WILLIAM K BISSETT
CompensationExplanation/Compensation/PersonName1THOMAS PHILLIPS
CompensationExplanation/Compensation/PersonName2THOMAS A DAVIS
CompensationExplanation/Compensation/PersonName3ALFRED ROSSY
CompensationExplanation/Compensation/PersonName4PETER BIRKHEAD
CompensationExplanation/Compensation/PersonName5DOMINICK ADALBO
CompensationExplanation/Compensation/PersonName6EDMUND A SMITH
CompensationExplanation/Compensation/PersonName7LEE W LAWRENCE
CompensationExplanation/Compensation/PersonName8WARREN A HUTTON
CompensationExplanation/Compensation/PersonName9BURDETTE W HOLMES
CompensationExplanation/Compensation/PersonName10ROBERT BARKSDALE
CompensationExplanation/Compensation/PersonName11JHARVIE MARTIN III
CompensationExplanation/Compensation/PersonName12MARK J ORR
CompensationExplanation/Compensation/PersonName13RICHARD HENDERSON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY015609
IRS990EZ/CashSavingsAndInvestments/EOY07981
IRS990EZ/CostOfGoodsSold01758
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-12533
IRS990EZ/FeesAndOthPymtToIndContractors01640
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome016640
IRS990EZ/GroProfitLossSalesOfInventory01780
IRS990EZ/GrossReceipts032080
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/GrossSalesOfInventory03538
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome015
IRS990EZ/LandAndBuildings/BOY03371
IRS990EZ/LandAndBuildings/EOY03371
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues011240
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY018328
IRS990EZ/NetAssetsOrFundBalancesBOY018328
IRS990EZ/NetAssetsOrFundBalances/EOY05795
IRS990EZ/NetAssetsOrFundBalancesEOY05795
IRS990EZ/OccupancyRentUtilitiesAndMaint0299
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition04.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition14.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition34.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition62.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition82.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition92.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition102.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition112.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition122.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition132.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WILLIAM K BISSETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1THOMAS PHILLIPS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2THOMAS A DAVIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ALFRED ROSSY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4PETER BIRKHEAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DOMINICK ADALBO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6EDMUND A SMITH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7LEE W LAWRENCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8WARREN A HUTTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9BURDETTE W HOLMES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10ROBERT BARKSDALE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11JHARVIE MARTIN III
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12MARK J ORR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13RICHARD HENDERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES.
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY09832
IRS990EZ/OtherAssetsTotal/EOY08434
IRS990EZ/OtherExpensesTotal019277
IRS990EZ/OtherRevenueTotal0647
IRS990EZ/PrimaryExemptPurpose0TO PROMOTE ACTIVITIES FOR SMA ALUMNI.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MAINTAINING RECORDS OF ALUMNI OF STAUNTON MILITARY ACADEMY (NOW CLOSED) AS WELL AS PROMOTION OF ASSOCIATION OF FORMER STUDENTS OF SCHOOL BY REUNION, MAILINGS ETC.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses09827
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits05709
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses015930
IRS990EZ/SpecialEventsNetIncomeLoss0710
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY010484
IRS990EZ/SumOfTotalLiabilities/EOY013991
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10300 RAINBOW DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0STAUNTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0VA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode024401
IRS990EZ/TheBooksAreInCareOf/NamePerson0THOMAS DAVIS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05408863803
IRS990EZ/TotalAssets/BOY028812
IRS990EZ/TotalAssets/EOY019786
IRS990EZ/TotalExpenses026925
IRS990EZ/TotalProgramServiceExpenses09827
IRS990EZ/TotalRevenue014392
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.SMA-ALUMNI.ORG
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents015930
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1016640
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal016640
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1016640
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents016640
IRS990ScheduleG/EventsInformation/NameOfEvent10ANNUAL REUNION
IRS990ScheduleG/EventsInformation/NetIncomeSummary0710
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1015930
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents015930
IRS990ScheduleO/GeneralExplanation/Explanation0REVENUE OTHER 647 TOTAL 647
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES INSURANCE 398 OFFICE SUPPLIES & EXPENSE 1,418 COMPUTER EXPENSE 50 OUTSIDE SERVICES 3,400 CORPORATE REGISTRATION 125 INTERNET AND WEBSITE 961 POSTAGE AND FREIGHT 1,634 TELEPHONE 2,507 NEWSLETTER - POSTAGE 1,000 NEWSLETTER - PRINTING 7,320 MERCHANT BANK FEES 408 OTHER EXPENSES 56 TOTAL 19,277
IRS990ScheduleO/GeneralExplanation/Explanation2INVENTORIES FOR SALE OR USE 9,832 8,434 OFFICE EQUIPMENT 9,439 9,439 LESS ACCUMULATED DEPRECIATION 9,439 9,439 OFFICE FURNITURE 0 0 ASSETS NOT IN SERVICE 0 0 TOTAL 9,832 8,434
IRS990ScheduleO/GeneralExplanation/Explanation3DUE TO SMA FOUNDATION 9,872 13,530 FICA PAYABLE 408 147 FEDERAL TAX W/H PAYABLE 106 45 VIRGINIA TAX W/H PAYBLE 98 54 DUE TO MARY BALDWIN 0 215
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237072143
ReturnHeader/Filer/Name/BusinessNameLine10SMA ALUMNI ASSOCIATION INC
ReturnHeader/Filer/NameControl0SMAA
ReturnHeader/Filer/Phone05408851309
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 958
ReturnHeader/Filer/USAddress/City0STAUNTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0244020958
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-30
ReturnHeader/Officer/Name0THOMAS A DAVIS
ReturnHeader/Officer/Phone05408851309
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-09-30
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RITCHIE WITHERS & MASINCUP PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1048
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STAUNTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0244021048
ReturnHeader/Preparer/Name0ROBERT W MASINCUP
ReturnHeader/Preparer/Phone05408858123
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-02T10:05:59-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,786
Liabilities
$13,991
Net assets
$5,795
Revenue
$14,392
Expenses
$26,925
Net income
-$12,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$17.7$25.6$7.92
2015Detailed filing. Detailed filing data is available for this year.$24.6$42.5$17.9$23.2$37.2$14.0
2014Detailed filing. Detailed filing data is available for this year.$18.3$22.2$3.85$28.4$38.0$9.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$14.0$5.80$14.4$26.9$12.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$10.5$18.3$32.2$24.0$8.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$11.4$10.1$44.2$39.0$5.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$7.92$4.91$28.2$28.9$0.70