Civic Intelligence

Society of Financial Examiners

990 • Fiscal year 2013 • EIN 23-7327434

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

12100 Sunset Hills Rd No 13020190

(703) 437-4377

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.20x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.20x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

15th percentile

-8.1%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

16th percentile

-9.0%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$540,224

Down $53,482 (-9.0%) from 2012

Net Assets

Down

$430,881

Down $43,958 (-9.3%) from 2012

Liabilities

Down

$109,343

Down $9,524 (-8.0%) from 2012

Revenue

$545,419

No earlier filing loaded for comparison.

Expenses

Up

$589,377

Up $85,579 (+17%) from 2012

Net Income

-$43,958

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.

$1.5M$1.0M$500K$0Assets 2010: $442,665Liabilities 2010: $96,419Net Assets 2010: $346,2462010Assets 2011: $509,914Liabilities 2011: $93,736Net Assets 2011: $416,1782011Assets 2012: $593,706Liabilities 2012: $118,867Net Assets 2012: $474,8392012Assets 2013: $540,224Liabilities 2013: $109,343Net Assets 2013: $430,8812013Assets 2014: $539,326Liabilities 2014: $101,373Net Assets 2014: $437,9532014Assets 2015: $565,170Liabilities 2015: $97,918Net Assets 2015: $467,2522015Assets 2016: $458,284Liabilities 2016: $60,455Net Assets 2016: $397,8292016Assets 2017: $513,086Liabilities 2017: $113,350Net Assets 2017: $399,7362017Assets 2018: $584,652Liabilities 2018: $164,690Net Assets 2018: $419,9622018Assets 2019: $674,720Liabilities 2019: $138,030Net Assets 2019: $536,6902019Assets 2020: $1,034,967Liabilities 2020: $122,430Net Assets 2020: $912,5372020Assets 2021: $1,151,069Liabilities 2021: $146,350Net Assets 2021: $1,004,7192021Assets 2022: $988,892Liabilities 2022: $132,705Net Assets 2022: $856,1872022Assets 2023: $1,077,228Liabilities 2023: $131,550Net Assets 2023: $945,6782023Assets 2024: $1,193,543Liabilities 2024: $110,200Net Assets 2024: $1,083,3432024

Highlighted filing

2013

Assets$540,224
Liabilities$109,343
Net Assets$430,881

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $527,1102010Expenses 2011: $500,9392011Expenses 2012: $503,7982012Revenue 2013: $545,419Expenses 2013: $589,377Net Income 2013: -$43,9582013Revenue 2014: $624,923Expenses 2014: $617,851Net Income 2014: $7,0722014Revenue 2015: $590,558Expenses 2015: $557,313Net Income 2015: $33,2452015Revenue 2016: $616,677Expenses 2016: $696,746Net Income 2016: -$80,0692016Revenue 2017: $630,299Expenses 2017: $656,732Net Income 2017: -$26,4332017Revenue 2018: $638,360Expenses 2018: $579,465Net Income 2018: $58,8952018Revenue 2019: $744,388Expenses 2019: $645,308Net Income 2019: $99,0802019Revenue 2020: $751,376Expenses 2020: $419,162Net Income 2020: $332,2142020Revenue 2021: $690,407Expenses 2021: $618,247Net Income 2021: $72,1602021Revenue 2022: $660,727Expenses 2022: $723,478Net Income 2022: -$62,7512022Revenue 2023: $778,393Expenses 2023: $729,795Net Income 2023: $48,5982023Revenue 2024: $817,110Expenses 2024: $679,445Net Income 2024: $137,6652024

Highlighted filing

2013

Revenue$545,419
Expenses$589,377
Net Income-$43,958
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$545,419
Mission and Program Overview

Mission

To provide a professional forum for financial examiners.

To provide a professional forum for financial examiners

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$378,116$379,179▲ $1,063
Cash and Non-Interest-Bearing Accounts$195,125$128,070▼ $67,055
Prepaid Expenses and Deferred Charges$18,425$31,975▲ $13,550
Accounts Receivable$2,040$1,000▼ $1,040
Total Assets$593,706$540,224▼ $53,482
Liabilities
Deferred Revenue$98,377$107,530▲ $9,153
Accounts Payable and Accrued Expenses$20,490$1,673▼ $18,817
Other Liabilities$0$140▲ $140
Total Liabilities$118,867$109,343▼ $9,524
Net Assets / Fund Balance
Unrestricted Net Assets$474,839$430,881▼ $43,958
Total Net Assets Fund Balance$474,839$430,881▼ $43,958
Total Liabilities and Net Assets / Fund Balance$593,706$540,224▼ $53,482

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$154,188--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ryan L HavickPast President
Richard B FosterPresident
Colette Hogan SawyerVice President
Eli SnowbargerVice President
Eric DercherVice President
James M KattmanVice President
Jenny JeffersVice President
Joanne CampanelliVice President
Joseph EvansVice President
Mark J MurphyVice President
Virginia WestVice President
Wanda LaprathVice President
Annette KniefSecretary
Rick NelsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Drohan Management GroupManagement-$204,000
Revenue and Support

Revenue Composition

Contributions and Grants
$161,260
Program Service Revenue
$369,257
Investment Income
$1,182
Other Revenue
$13,720
Change in Net Assets
$-43,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$545,419
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$545,419
Total Revenue per Form 990
$545,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$589,377
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$89,400$114,600-$204,000
All Other Expenses$32,572$28,353-$60,925
Fees for Services Other$21,864--$21,864
Other Expenses$8,342$11,916-$20,258
Travel$7,892--$7,892
Fees for Services Accounting-$7,700-$7,700
Office Expenses$805$3,717-$4,522
Insurance-$2,660-$2,660
Fees for Services Legal-$400-$400
Total Functional Expenses$420,031$169,346$0$589,377

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$589,377
Total Expenses per Audited Statements$589,377
Total Expenses per Form 990$589,377
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refunds to Customers$140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The executive committee has elected to delegate control of management responsibilities to a management company which the society oversees.

Form 990, Part VI, Section A, Line 6

The organization has members who pay annual membership dues. In the year ending december 31, 2013, the organization had 1679 members.

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

Members are able to vote during the election for members of the board of governors. The board of governors elects members of the executive committee.

Form 990, Part VI, Section B, Line 11

Form 990, part iii, line 4d - all other achievements the society promotes certification of financial examiners through educational seminars, programs, newsletters, and a journal. The society conducts tests to certify examiners. Form 990, part iv, line 11a - organization's process to review form 990- reviewed by staff accountant and executive director. It is then forwarded to the president and the treasurer for their review and acceptance.

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

The conflict of interest policy is enforced by the professional standards committee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
23-7327434
Phone
7034374377

Signing Officer

Name
Richard Foster
Title
President
Phone
7032344083
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Foster
Formed
1973
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
48

Preparer

Preparer
Robert T Bishop
Phone
5403738973
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Website: program service expenses 4,483. Management and general expenses 10,876. Fundraising expenses 0. Total expenses 15,359. Printing: program service expenses 11,146. Management and general expenses 2,284. Fundraising expenses 0. Total expenses 13,430. Committees: program service expenses 0. Management and general expenses 10,619. Fundraising expenses 0. Total expenses 10,619. Speaker fees: program service expenses 7,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,625. Postage & shipping: program service expenses 4,576. Management and general expenses 756. Fundraising expenses 0. Total expenses 5,332. Miscellaneous: program service expenses 4,637. Management and general expenses 194. Fundraising expenses 0. Total expenses 4,831. Telephone: program service expenses 105. Management and general expenses 2,887. Fundraising expenses 0. Total expenses 2,992. Storage: program service expenses 0. Management and general expenses 737. Fundraising expenses 0. Total expenses 737.

FORM 990, PART XII, LINE 1:

MODIFIED ACCRUAL

Financial Statement Notes

PART X, LINE 2:

The society adopted the provisions of accounting standards regarding uncertainty in income tax positions, however, management does not believe it is exposed to any such positions as they are defined in the accounting standards. The society files irs form 990, return of organization exempt from income tax annually. Such tax returns for 2010, 2011, and 2012 remain open to potential examination by the irs.

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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/TitleTxt0PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
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IRS990/OtherExpensesGrp/ProgramServicesAmt135402
IRS990/OtherExpensesGrp/ProgramServicesAmt221546
IRS990/OtherExpensesGrp/ProgramServicesAmt38342
IRS990/OtherExpensesGrp/TotalAmt0202208
IRS990/OtherExpensesGrp/TotalAmt135402
IRS990/OtherExpensesGrp/TotalAmt221546
IRS990/OtherExpensesGrp/TotalAmt320258
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0140
IRS990/OtherRevenueMiscGrp/BusinessCd0813920
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013720
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013720
IRS990/OtherRevenueTotalAmt013720
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018425
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031975
IRS990/PrincipalOfficerNm0RICHARD FOSTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1813920
IRS990/ProgramServiceRevenueGrp/BusinessCd2813920
IRS990/ProgramServiceRevenueGrp/Desc0CAREER DEV SEMINAR
IRS990/ProgramServiceRevenueGrp/Desc1EXAMINATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2EXAMINER NEWSLETTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0311877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt157100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0311877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt157100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2280
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0156149
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0948
IRS990/PYOtherExpensesAmt0503798
IRS990/PYOtherRevenueAmt04720
IRS990/PYProgramServiceRevenueAmt0400642
IRS990/PYRevenuesLessExpensesAmt058661
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0503798
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0562459
IRS990/ReconcilationRevenueExpnssAmt0-43958
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0161260
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0589377
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDS TO CUSTOMERS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0224991
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1154188
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MORGAN STANLEY ACTIVE ASSETS MONEY TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0545419
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS REGARDING UNCERTAINTY IN INCOME TAX POSITIONS, HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THE ACCOUNTING STANDARDS. THE SOCIETY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ANNUALLY. SUCH TAX RETURNS FOR 2010, 2011, AND 2012 REMAIN OPEN TO POTENTIAL EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0379179
IRS990ScheduleD/TotalExpensesPerForm990Amt0589377
IRS990ScheduleD/TotalLiabilityAmt0140
IRS990ScheduleD/TotalRevenuePerForm990Amt0545419
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0545419
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0589377
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE HAS ELECTED TO DELEGATE CONTROL OF MANAGEMENT RESPONSIBILITIES TO A MANAGEMENT COMPANY WHICH THE SOCIETY OVERSEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES. IN THE YEAR ENDING DECEMBER 31, 2013, THE ORGANIZATION HAD 1679 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE ABLE TO VOTE DURING THE ELECTION FOR MEMBERS OF THE BOARD OF GOVERNORS. THE BOARD OF GOVERNORS ELECTS MEMBERS OF THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART III, LINE 4D - ALL OTHER ACHIEVEMENTS THE SOCIETY PROMOTES CERTIFICATION OF FINANCIAL EXAMINERS THROUGH EDUCATIONAL SEMINARS, PROGRAMS, NEWSLETTERS, AND A JOURNAL. THE SOCIETY CONDUCTS TESTS TO CERTIFY EXAMINERS. FORM 990, PART IV, LINE 11A - ORGANIZATION'S PROCESS TO REVIEW FORM 990- REVIEWED BY STAFF ACCOUNTANT AND EXECUTIVE DIRECTOR. IT IS THEN FORWARDED TO THE PRESIDENT AND THE TREASURER FOR THEIR REVIEW AND ACCEPTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE PROFESSIONAL STANDARDS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE: PROGRAM SERVICE EXPENSES 4,483. MANAGEMENT AND GENERAL EXPENSES 10,876. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,359. PRINTING: PROGRAM SERVICE EXPENSES 11,146. MANAGEMENT AND GENERAL EXPENSES 2,284. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,430. COMMITTEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,619. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,619. SPEAKER FEES: PROGRAM SERVICE EXPENSES 7,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,625. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 4,576. MANAGEMENT AND GENERAL EXPENSES 756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,332. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 4,637. MANAGEMENT AND GENERAL EXPENSES 194. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,831. TELEPHONE: PROGRAM SERVICE EXPENSES 105. MANAGEMENT AND GENERAL EXPENSES 2,887. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,992. STORAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MODIFIED ACCRUAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
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 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0593706
IRS990/TotalAssetsEOYAmt0540224
IRS990/TotalAssetsGrp/BOYAmt0593706
IRS990/TotalAssetsGrp/EOYAmt0540224
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0161260
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0169346
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0420031
IRS990/TotalFunctionalExpensesGrp/TotalAmt0589377
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118867
IRS990/TotalLiabilitiesEOYAmt0109343
IRS990/TotalLiabilitiesGrp/BOYAmt0118867
IRS990/TotalLiabilitiesGrp/EOYAmt0109343
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474839
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0430881
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0420031
IRS990/TotalProgramServiceRevenueAmt0369257
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0382977
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0545419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt048
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0593706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0540224
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07892
IRS990/TravelGrp/TotalAmt07892
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0474839
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0430881
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1012100 SUNSET HILLS RD STE 130
IRS990/USAddress/City0RESTON
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode020190
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SOFE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07032344083
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOCIETY OF FINANCIAL EXAMINERS
ReturnHeader/Filer/BusinessNameControlTxt0SOCI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.11$1.08$0.82$0.68$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.13$0.95$0.78$0.73$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.13$0.86$0.66$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.15$1.00$0.69$0.62$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.12$0.91$0.75$0.42$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.14$0.54$0.74$0.65$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.16$0.42$0.64$0.58$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.11$0.40$0.63$0.66$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.06$0.40$0.62$0.70$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.10$0.47$0.59$0.56$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.44$0.62$0.62$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.11$0.43$0.55$0.59$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.12$0.47$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.09$0.42$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.10$0.35$0.53