Civic Intelligence

Indiana Society of Association Executives Inc

990 • Fiscal year 2013 • EIN 23-7130850

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

9100 Purdue Road No 20046268

(317) 328-4421

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.26x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

55th percentile

4.1%

Higher net margin than 55% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$294,204

No earlier filing loaded for comparison.

Net Assets

$217,835

No earlier filing loaded for comparison.

Liabilities

$76,369

No earlier filing loaded for comparison.

Revenue

$214,471

No earlier filing loaded for comparison.

Expenses

$205,727

No earlier filing loaded for comparison.

Net Income

$8,744

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $294,204Liabilities 2013: $76,369Net Assets 2013: $217,8352013Assets 2014: $286,954Liabilities 2014: $66,682Net Assets 2014: $220,2722014Assets 2015: $265,755Liabilities 2015: $65,716Net Assets 2015: $200,0392015Assets 2016: $263,212Liabilities 2016: $60,239Net Assets 2016: $202,9732016Assets 2017: $261,806Liabilities 2017: $50,463Net Assets 2017: $211,3432017Assets 2018: $232,840Liabilities 2018: $59,578Net Assets 2018: $173,2622018Assets 2019: $234,457Liabilities 2019: $56,268Net Assets 2019: $178,1892019Assets 2020: $211,395Liabilities 2020: $57,125Net Assets 2020: $154,2702020Assets 2021: $197,418Liabilities 2021: $56,386Net Assets 2021: $141,0322021Assets 2022: $138,329Liabilities 2022: $69,391Net Assets 2022: $68,9382022Assets 2023: $98,101Liabilities 2023: $62,418Net Assets 2023: $35,6832023Assets 2024: $81,703Liabilities 2024: $47,930Net Assets 2024: $33,7732024

Highlighted filing

2013

Assets$294,204
Liabilities$76,369
Net Assets$217,835

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $214,471Expenses 2013: $205,727Net Income 2013: $8,7442013Revenue 2014: $220,126Expenses 2014: $217,689Net Income 2014: $2,4372014Revenue 2015: $215,201Expenses 2015: $235,434Net Income 2015: -$20,2332015Revenue 2016: $239,508Expenses 2016: $236,574Net Income 2016: $2,9342016Revenue 2017: $228,687Expenses 2017: $230,984Net Income 2017: -$2,2972017Revenue 2018: $223,609Expenses 2018: $247,796Net Income 2018: -$24,1872018Revenue 2019: $220,501Expenses 2019: $248,872Net Income 2019: -$28,3712019Revenue 2020: $176,953Expenses 2020: $222,083Net Income 2020: -$45,1302020Revenue 2021: $204,579Expenses 2021: $226,488Net Income 2021: -$21,9092021Revenue 2022: $196,676Expenses 2022: $243,530Net Income 2022: -$46,8542022Revenue 2023: $204,715Expenses 2023: $241,767Net Income 2023: -$37,0522023Revenue 2024: $217,195Expenses 2024: $222,472Net Income 2024: -$5,2772024

Highlighted filing

2013

Revenue$214,471
Expenses$205,727
Net Income$8,744
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Gross Receipts
$214,471
Mission and Program Overview

Mission

Provide a forum for association executives to improve leadership and management skills.

Provide a forum for association executives to improve leadership and management skills

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$209,215$231,150▲ $21,935
Cash and Non-Interest-Bearing Accounts$40,825$61,661▲ $20,836
Accounts Receivable$8,740$1,275▼ $7,465
Prepaid Expenses and Deferred Charges$968$118▼ $850
Total Assets$259,748$294,204▲ $34,456
Liabilities
Deferred Revenue$47,812$62,367▲ $14,555
Accounts Payable and Accrued Expenses$2,845$14,002▲ $11,157
Total Liabilities$50,657$76,369▲ $25,712
Net Assets / Fund Balance
Unrestricted Net Assets$209,091$217,835▲ $8,744
Total Net Assets Fund Balance$209,091$217,835▲ $8,744
Total Liabilities and Net Assets / Fund Balance$259,748$294,204▲ $34,456
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom PopcheffPast President
Michael DownsPresident
Lane VelayoPresident Elect
CHERI O'NEILLDirector
Cindy BussellDirector
Courtney KincaidDirector
John PorayDirector
Karl BerronDirector
Kevin BrinegarDirector
Kim StonekingDirector
Louis LeblancDirector
Marissa ManloveDirector
Meredith EdwardsDirector
Roe WrightDirector
Scott GrimesDirector
Leslie MurphySecretary
Mark McsweeneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$212,298
Investment Income
$2,173
Other Revenue
$0
Change in Net Assets
$8,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,727
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$53,463$87,228-$140,691
Conferences and Meetings$29,382$1,013-$30,395
Fees for Services Accounting-$5,000-$5,000
Office Expenses$2,147$2,679-$4,826
All Other Expenses$2,045$1,668-$3,713
Other Expenses$2,410$2,147-$2,147
Insurance-$2,030-$2,030
Advertising$684--$684
Total Functional Expenses$98,621$107,106$0$205,727
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
No
Other officer compensation reviewed
No
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

Line 6 explanation - members are professionals who provide leadership to indiana's associations and nonprofits. These organizations include a broad variety of professionals.

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

Line 7a explanation - 3. Manner of election and term of directors. (a). Association professionals. Directors shall be elected at the annual meeting by a vote of the voting members for a term of three (3) years. The term of four (4) directors shall expire at the end of each calendar year. A director may not be elected to more than two (2) consecutive three-year terms of the board of directors. (b). One association supplier director shall be appointed each year to a voting position on the board by the president-elect, and shall serve a term of two (2) years. The term of one association supplier director shall expire at the end of each calendar year. Association suppliers are not eligible to be elected as officers of the society.

Form 990, Part VI, Section B, Line 11

Line 11a explanation - the 990 is first reviewed by the finance committee and then provided to the board of directors for review and approval.

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

Annual reporting is required by officers and directors as well as identifying any conflict at each board meeting. Violation is grounds for removal from the board of directors.

Form 990, Part VI, Section C, Line 19

Consistent with the requirements of 6104(d) of the internal revenue code and the regulations there under, electronic copies of the organization's form 990 shall be made available, upon request, in a timely manner, and without charge to any individuals who request it.

Filing and Contact Details

Filer

EIN
23-7130850
Phone
3173284421

Signing Officer

Name
Michael Downs
Title
President
Phone
3173284421
Signed
2014-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Downs
Formed
1989
Legal Domicile
In
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Preparer
Michelle Siner
Phone
3174690169
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc2AWARDS
IRS990/ProgramServiceRevenueGrp/Desc3SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc4NEWSLETTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt076793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt148060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt327995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt076793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt148060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt414160
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt014160
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01421
IRS990/PYOtherExpensesAmt0221442
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0223086
IRS990/PYRevenuesLessExpensesAmt03065
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0221442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0224507
IRS990/ReconcilationRevenueExpnssAmt08744
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0198138
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0209215
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231150
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - MEMBERS ARE PROFESSIONALS WHO PROVIDE LEADERSHIP TO INDIANA'S ASSOCIATIONS AND NONPROFITS. THESE ORGANIZATIONS INCLUDE A BROAD VARIETY OF PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - 3. MANNER OF ELECTION AND TERM OF DIRECTORS. (A). ASSOCIATION PROFESSIONALS. DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING BY A VOTE OF THE VOTING MEMBERS FOR A TERM OF THREE (3) YEARS. THE TERM OF FOUR (4) DIRECTORS SHALL EXPIRE AT THE END OF EACH CALENDAR YEAR. A DIRECTOR MAY NOT BE ELECTED TO MORE THAN TWO (2) CONSECUTIVE THREE-YEAR TERMS OF THE BOARD OF DIRECTORS. (B). ONE ASSOCIATION SUPPLIER DIRECTOR SHALL BE APPOINTED EACH YEAR TO A VOTING POSITION ON THE BOARD BY THE PRESIDENT-ELECT, AND SHALL SERVE A TERM OF TWO (2) YEARS. THE TERM OF ONE ASSOCIATION SUPPLIER DIRECTOR SHALL EXPIRE AT THE END OF EACH CALENDAR YEAR. ASSOCIATION SUPPLIERS ARE NOT ELIGIBLE TO BE ELECTED AS OFFICERS OF THE SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11A EXPLANATION - THE 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL REPORTING IS REQUIRED BY OFFICERS AND DIRECTORS AS WELL AS IDENTIFYING ANY CONFLICT AT EACH BOARD MEETING. VIOLATION IS GROUNDS FOR REMOVAL FROM THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSISTENT WITH THE REQUIREMENTS OF 6104(D) OF THE INTERNAL REVENUE CODE AND THE REGULATIONS THERE UNDER, ELECTRONIC COPIES OF THE ORGANIZATION'S FORM 990 SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND WITHOUT CHARGE TO ANY INDIVIDUALS WHO REQUEST IT.
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 C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0259748
IRS990/TotalAssetsEOYAmt0294204
IRS990/TotalAssetsGrp/BOYAmt0259748
IRS990/TotalAssetsGrp/EOYAmt0294204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205727
IRS990/TotalGrossUBIAmt014160
IRS990/TotalLiabilitiesBOYAmt050657
IRS990/TotalLiabilitiesEOYAmt076369
IRS990/TotalLiabilitiesGrp/BOYAmt050657
IRS990/TotalLiabilitiesGrp/EOYAmt076369
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209091
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0217835
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt09615
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt09615
IRS990/TotalProgramServiceExpensesAmt098621
IRS990/TotalProgramServiceRevenueAmt0212298
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02173
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0198138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0214471
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt014160
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0259748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0294204
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0209091
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0217835
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine109100 PURDUE ROAD NO 200
IRS990/USAddress/City0INDIANAPOLIS
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046268
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.ISAE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DOWNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03173284421
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10INDIANA SOCIETY OF ASSOCIATION EXECUTIVES
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0237130850
ReturnHeader/Filer/PhoneNum03173284421
ReturnHeader/Filer/USAddress/AddressLine109100 PURDUE ROAD NO 200
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046268
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108250 WOODFIELD CROSSING BLVD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine20300

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