Civic Intelligence

Employee Assistance Professionals Association Inc

990 • Fiscal year 2016 • EIN 23-7364481

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

4350 N Fairfax Drive No 740Arlington, VA 22203

(703) 387-1000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.36x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.32x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

46th percentile

1.0%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

88th percentile

$182,828

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

16th percentile

-7.6%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-2.2%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,433,897

Down $118,357 (-7.6%) from 2015

Net Assets

Down

$917,980

Down $35,039 (-3.7%) from 2015

Liabilities

Down

$515,917

Down $83,318 (-14%) from 2015

Revenue

Down

$1,619,003

Down $37,022 (-2.2%) from 2015

Expenses

Up

$1,603,166

Up $42,343 (+2.7%) from 2015

Net Income

Down

$15,837

Down $79,365 (-83%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,224,437Liabilities 2013: $559,712Net Assets 2013: $664,7252013Assets 2014: $1,482,112Liabilities 2014: $586,098Net Assets 2014: $896,0142014Assets 2015: $1,552,254Liabilities 2015: $599,235Net Assets 2015: $953,0192015Assets 2016: $1,433,897Liabilities 2016: $515,917Net Assets 2016: $917,9802016Assets 2017: $1,471,469Liabilities 2017: $528,935Net Assets 2017: $942,5342017Assets 2018: $1,375,069Liabilities 2018: $465,351Net Assets 2018: $909,7182018Assets 2019: $1,197,811Liabilities 2019: $390,555Net Assets 2019: $807,2562019Assets 2020: $935,810Liabilities 2020: $392,066Net Assets 2020: $543,7442020Assets 2021: $1,068,483Liabilities 2021: $722,897Net Assets 2021: $345,5862021Assets 2022: $537,216Liabilities 2022: $483,068Net Assets 2022: $54,1482022Assets 2023: $344,151Liabilities 2023: $309,182Net Assets 2023: $34,9692023Assets 2024: $647,174Liabilities 2024: $430,792Net Assets 2024: $216,3822024Assets 2025: $963,383Liabilities 2025: $393,888Net Assets 2025: $569,4952025

Highlighted filing

2016

Assets$1,433,897
Liabilities$515,917
Net Assets$917,980

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2013: $1,560,8342013Revenue 2014: $1,748,886Expenses 2014: $1,524,107Net Income 2014: $224,7792014Revenue 2015: $1,656,025Expenses 2015: $1,560,823Net Income 2015: $95,2022015Revenue 2016: $1,619,003Expenses 2016: $1,603,166Net Income 2016: $15,8372016Revenue 2017: $1,605,703Expenses 2017: $1,667,097Net Income 2017: -$61,3942017Revenue 2018: $1,525,922Expenses 2018: $1,569,770Net Income 2018: -$43,8482018Revenue 2019: $1,516,912Expenses 2019: $1,622,511Net Income 2019: -$105,5992019Revenue 2020: $1,325,108Expenses 2020: $1,567,617Net Income 2020: -$242,5092020Revenue 2021: $904,286Expenses 2021: $1,143,840Net Income 2021: -$239,5542021Revenue 2022: $1,145,576Expenses 2022: $1,437,014Net Income 2022: -$291,4382022Revenue 2023: $1,178,026Expenses 2023: $1,171,107Net Income 2023: $6,9192023Revenue 2024: $1,105,729Expenses 2024: $930,278Net Income 2024: $175,4512024Revenue 2025: $1,316,805Expenses 2025: $963,692Net Income 2025: $353,1132025

Highlighted filing

2016

Revenue$1,619,003
Expenses$1,603,166
Net Income$15,837
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$1,619,003
Mission and Program Overview

Mission

To promote the highest standards of practice and the continuing development of employee assistance professionals, programs, and services.

To provide employee assistance professionals continuing professional educational opportunities as well as certification & other support services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$645,937$632,711▼ $13,226
Cash and Non-Interest-Bearing Accounts$360,637$302,919▼ $57,718
Savings and Temporary Cash Investments$242,429$242,502▲ $73
Prepaid Expenses and Deferred Charges$150,149$154,740▲ $4,591
Land, Buildings, and Equipment, Net$53,773$45,222▼ $8,551
Accounts Receivable$65,433$26,396▼ $39,037
Intangible Assets$0$0→ $0
Total Assets$1,552,254$1,433,897▼ $118,357
Other Assets Total$33,896$29,407▼ $4,489
Liabilities
Deferred Revenue$437,263$408,099▼ $29,164
Accounts Payable and Accrued Expenses$128,513$77,483▼ $51,030
Other Liabilities$33,459$30,335▼ $3,124
Total Liabilities$599,235$515,917▼ $83,318
Net Assets / Fund Balance
Unrestricted Net Assets$949,677$911,056▼ $38,621
Temporarily Rstr Net Assets$3,342$6,924▲ $3,582
Total Net Assets Fund Balance$953,019$917,980▼ $35,039
Total Liabilities and Net Assets / Fund Balance$1,552,254$1,433,897▼ $118,357

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,856$108,687$140,543
Equipment$13,366$61,436$74,802
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Maynard Phd CeapCEO to 12/31/15(ex-ofFT$141,725$41,103$182,828
Christopher DrakeSenior Director of FinanceFT$115,985$13,173$129,158

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$485,241
Program Service Revenue
$1,045,936
Investment Income
$37,722
Other Revenue
$50,104
All Other Contributions
$25,472
Change in Net Assets
$15,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,619,003
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-50,876
Total Revenue per Audited Statements
$1,568,127
Total Revenue per Form 990
$1,619,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$884,086
Salaries, Compensation, and Employee Benefits$719,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$437,051$22,188-$459,239
Conferences and Meetings$357,381$1,792-$359,173
Current Officers, Directors, Trustees, and Key Employees$134,528$21,900-$156,428
Occupancy$108,271$4,429-$112,700
Office Expenses$96,724$4,041-$100,765
Fees for Services Other$94,188$5,098-$99,286
Travel$46,562$25,327-$71,889
Information Technology$56,423$2,159-$58,582
Payroll Taxes$47,678$3,593-$51,271
Pension Plan Contributions$32,664$618-$33,282
Fees for Services Accounting$29,104$1,191-$30,295
Depreciation Depletion$24,964$450-$25,414
Other Employee Benefits$17,949$911-$18,860
Insurance$17,352$710-$18,062
Fees for Services Legal$4,796$196-$4,992
Other Expenses-$2,928-$2,928
Total Functional Expenses$1,505,635$97,531$0$1,603,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,603,166
Total Expenses per Audited Statements$1,603,166
Total Expenses per Form 990$1,603,166
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Liability$30,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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

The organization is made up of individuals and organizations dedicated to maximizing workplace effectiveness through prevention, identification and resolution of productivity issues. Members pay an annual membership fee.

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

The association is a nonprofit membership based organization. Members elect the board of directors.

Form 990, Part VI, Section B, Line 11

The 990 is reviewed by the ceo, senior director of finance, and the board and finance committee prior to filing.

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

Board members must complete and sign a conflict of interest policy disclosure form at the commencement of their two year term of office.

Form 990, Part VI, Section B, Line 15A

Form 990, part vi, section b, line 15: compensation for the ceo is reviewed and approved annually by the executive committee as part of ceo's performance review. Salary and benefits data for organizations of similar size is reviewed.

Form 990, Part VI, Section C, Line 18

The 990 is available on the internet at guidestar.org or from the association upon written request.

Form 990, Part VI, Section C, Line 19

The association does not make its governing documents or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Employee Assistance
EIN
23-7364481
Phone
7033871000
Address
4350 N FAIRFAX DRIVE NO 740, ARLINGTON, VA 22203

Signing Officer

Name
Gregory P Delapp
Title
Chief Executive Officer
Phone
7033871000
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory P Delapp
Formed
1971
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
10
Volunteers
12

Preparer

Firm
Murray Jonson White & Assoc Ltd Pc
Address
6402 ARLINGTON BLVD SUITE 1130, FALLS CHURCH, VA 22042-2333
Preparer
Jeffrey a Leese
Phone
7032372500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Form 990, part xi, line 2c:management assumes responsibility for oversight of the audit and the selection of an independent auditor with notice to finance committee and board.

Financial Statement Notes

PART X, LINE 2:

The association files its tax returns as prescribed by the tax laws of the jurisdictions in which it operates. With few exceptions, the association is no longer subject to examinations by tax authorities for years prior to 2012.

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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/TitleTxt0CEO TO 12/31/15(EX-OF
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMD. PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7LABOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EACC CHAIR (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO AS OF 1/1/16 (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR DIRECTOR OF FINANCE
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02159
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0710
IRS990/InsuranceGrp/ProgramServicesAmt017352
IRS990/InsuranceGrp/TotalAmt018062
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0645937
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IRS990/IRPDocumentCnt024
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IRS990/LandBldgEquipCostOrOtherBssAmt0215345
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IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
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IRS990/MembershipDuesAmt0459769
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0795
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04041
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IRS990/OfficeExpensesGrp/TotalAmt0100765
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033896
IRS990/OtherAssetsTotalGrp/EOYAmt029407
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0911
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017949
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018860
IRS990/OtherExpensesGrp/Desc0UNRELATED BUS. INC. TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02928
IRS990/OtherExpensesGrp/TotalAmt02928
IRS990/OtherLiabilitiesGrp/BOYAmt033459
IRS990/OtherLiabilitiesGrp/EOYAmt030335
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IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1JOB BANK
IRS990/OtherRevenueMiscGrp/Desc2MAILING LIST & ROYALTI
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032326
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22972
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt114011
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0618
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgSrvcAccomActy3Grp/Desc0CERTIFICATION AND TRAINING - PROVIDES TESTING AND CREDENTIALING FOR MEMBERS AND PUBLIC.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0331101
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IRS990/ProgSrvcAccomActyOtherGrp/Desc2PUBLIC POLICY/LEGISLATIVE
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0111489
IRS990ScheduleA/InvestmentIncomeCYPct00.01390
IRS990ScheduleA/InvestmentIncomePYPct00.01060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt014696
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt015179
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt037780
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt010806
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt014767
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02574
IRS990ScheduleA/OtherIncome509Grp/TotalAmt032833
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X

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