Civic Intelligence

Accountants Forum Inc

990EZ • Fiscal year 2014 • EIN 23-7379087

Nov 01, 2013 to Oct 31, 2014 • Filed on Feb 15, 2015

PO Box 3236Suite10163

(212) 382-0404

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$101,032

Down $457 (-0.5%) from 2013

Net Assets

Down

$100,656

Down $32 (-0.0%) from 2013

Liabilities

Down

$376

Down $425 (-53%) from 2013

Revenue

Down

$11,103

Down $10,765 (-49%) from 2013

Expenses

Down

$8,788

Down $12,058 (-58%) from 2013

Net Income

Up

$2,315

Up $1,293 (+127%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $99,666Liabilities 2012: $0Net Assets 2012: $99,6662012Assets 2013: $101,489Liabilities 2013: $801Net Assets 2013: $100,6882013Assets 2014: $101,032Liabilities 2014: $376Net Assets 2014: $100,6562014Assets 2015: $100,365Liabilities 2015: $0Net Assets 2015: $100,3652015Assets 2016: $90,272Liabilities 2016: $0Net Assets 2016: $90,2722016Assets 2017: $143,691Liabilities 2017: $0Net Assets 2017: $143,6912017Assets 2018: $93,489Liabilities 2018: $0Net Assets 2018: $93,4892018Assets 2019: $78,909Liabilities 2019: $0Net Assets 2019: $78,9092019Assets 2020: $75,168Liabilities 2020: $0Net Assets 2020: $75,1682020

Highlighted filing

2014

Assets$101,032
Liabilities$376
Net Assets$100,656

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $15,082Expenses 2012: $20,290Net Income 2012: -$5,2082012Revenue 2013: $21,868Expenses 2013: $20,846Net Income 2013: $1,0222013Revenue 2014: $11,103Expenses 2014: $8,788Net Income 2014: $2,3152014Revenue 2015: $14,044Expenses 2015: $13,767Net Income 2015: $2772015Revenue 2016: $24,412Expenses 2016: $34,662Net Income 2016: -$10,2502016Revenue 2017: $112,783Expenses 2017: $57,271Net Income 2017: $55,5122017Revenue 2018: -$7,510Expenses 2018: $47,765Net Income 2018: -$55,2752018Revenue 2019: $24,578Expenses 2019: $39,183Net Income 2019: -$14,6052019Revenue 2020: $6,147Expenses 2020: $9,794Net Income 2020: -$3,6472020

Highlighted filing

2014

Revenue$11,103
Expenses$8,788
Net Income$2,315
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Feb 15, 2015
Return Version
2013v4.0
Gross Receipts
$11,103
Mission and Program Overview

Mission

Provide forum for discussion of activities in the accounting profession.

Program Services

DescriptionGrantsExpenses
FORUMS - PROVIDES TRAINING SESSIONS TO THE ACCOUNTANT'S CLUB OF AMERICA MEMBERS AND OTHERS IN THE ACCOUNTING PROFESSION.-$8,397
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D EDWARD MARTINPresident-$0--
WARREN M BERGSTEINVice-President-$0--
JOHN H EICKEMEYERSecond Vice-President-$0--
ELLIOT L HENDLERSecretary-$0--
ALAN J HOFFMANTreasurer-$0--
Filing and Contact Details

Filer

EIN
23-7379087
In Care Of
% ALAN J HOFFMAN
Phone
2123820404

Signing Officer

Name
Warren Bergstein
Title
President
Phone
2128914020
Signed
2015-02-15
Discuss with paid preparer
Yes

Preparer

Preparer
Julie Floch
Phone
2128914020
Supplemental Narrative

Additional Explanations

Form 990EZ, Part II - Line 26

Total liabilities consists of amounts due to accountants club of america, inc. For the fiscal-year ended october 31, 2014.

Form 990EZ Part I Line 16

Description:CONFERENCES Amount:8397

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:341

Form 990EZ Part I Line 16

Description:FILING FEES Amount:50

Form 990EZ Part I Line 20

Description:UNREALIZED LOSS ON INVESTMENTS Amount:2347

Raw XML Appendix197 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALAN J HOFFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05165426300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10C/O THE ORGANIZATION - PO BOX 3236
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010163
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02315
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101032
IRS990EZ/GainOrLossFromSaleOfAssetsAmt026
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt011103
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01157
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100688
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100656
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100688
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0D EDWARD MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WARREN M BERGSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN H EICKEMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLIOT L HENDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAN J HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-2347
IRS990EZ/OtherExpensesTotalAmt08788
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FORUM FOR DISCUSSION OF ACTIVITIES IN THE ACCOUNTING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt09920
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FORUMS - PROVIDES TRAINING SESSIONS TO THE ACCOUNTANT'S CLUB OF AMERICA MEMBERS AND OTHERS IN THE ACCOUNTING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08397
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt026
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0801
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0376
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08788
IRS990EZ/TotalProgramServiceExpensesAmt08397
IRS990EZ/TotalRevenueAmt011103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02984
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0974
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013074
IRS990ScheduleA/InvestmentIncomeCYPct00.16292
IRS990ScheduleA/InvestmentIncomePYPct00.15660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83708
IRS990ScheduleA/PublicSupportPY509Pct00.84340
IRS990ScheduleA/PublicSupportTotal509Amt067172
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012233
IRS990ScheduleA/Total509Grp/TotalAmt067172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015082
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTAL LIABILITIES CONSISTS OF AMOUNTS DUE TO ACCOUNTANTS CLUB OF AMERICA, INC. FOR THE FISCAL-YEAR ENDED OCTOBER 31, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:CONFERENCES Amount:8397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:BANK CHARGES Amount:341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:FILING FEES Amount:50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:UNREALIZED LOSS ON INVESTMENTS Amount:2347
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ, PART II - LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN BERGSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128914020
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10ACCOUNTANTS FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0ACCO
ReturnHeader/Filer/EIN0237379087
ReturnHeader/Filer/InCareOfNm0% ALAN J HOFFMAN
ReturnHeader/Filer/PhoneNum02123820404
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3236
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10750 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02128914020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE FLOCH
ReturnHeader/ReturnTs02015-02-03T12:26:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

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Filings