Civic Intelligence

Environmental Design Research Association Inc.

990 • Fiscal year 2014 • EIN 23-7451983

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

22 N Carroll StRoom/Suite 300Madison, WI 53703

(608) 310-7540

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

54th percentile

4.9%

Higher net margin than 54% 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

53rd percentile

3.8%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

61st percentile

9.3%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$322,308

Up $11,788 (+3.8%) from 2013

Net Assets

Up

$294,764

Up $19,605 (+7.1%) from 2013

Liabilities

Down

$27,544

Down $7,817 (-22%) from 2013

Revenue

Up

$325,125

Up $27,643 (+9.3%) from 2013

Expenses

Up

$309,240

Up $38,175 (+14%) from 2013

Net Income

Down

$15,885

Down $10,532 (-40%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $310,520Liabilities 2013: $35,361Net Assets 2013: $275,1592013Assets 2014: $322,308Liabilities 2014: $27,544Net Assets 2014: $294,7642014Assets 2015: $292,799Liabilities 2015: $27,197Net Assets 2015: $265,6022015Assets 2016: $259,997Liabilities 2016: $18,109Net Assets 2016: $241,8882016Assets 2017: $268,508Liabilities 2017: $30,635Net Assets 2017: $237,8732017Assets 2018: $219,667Liabilities 2018: $20,480Net Assets 2018: $199,1872018Assets 2019: $405,014Liabilities 2019: $18,202Net Assets 2019: $386,8122019Assets 2020: $436,686Liabilities 2020: $18,030Net Assets 2020: $418,6562020Assets 2021: $628,935Liabilities 2021: $21,625Net Assets 2021: $607,3102021Assets 2022: $616,336Liabilities 2022: $22,784Net Assets 2022: $593,5522022Assets 2023: $769,129Liabilities 2023: $18,253Net Assets 2023: $750,8762023Assets 2024: $896,140Liabilities 2024: $21,698Net Assets 2024: $874,4422024

Highlighted filing

2014

Assets$322,308
Liabilities$27,544
Net Assets$294,764

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $297,482Expenses 2013: $271,065Net Income 2013: $26,4172013Revenue 2014: $325,125Expenses 2014: $309,240Net Income 2014: $15,8852014Revenue 2015: $279,748Expenses 2015: $297,256Net Income 2015: -$17,5082015Revenue 2016: $232,482Expenses 2016: $256,051Net Income 2016: -$23,5692016Revenue 2017: $260,568Expenses 2017: $272,108Net Income 2017: -$11,5402017Revenue 2018: $273,067Expenses 2018: $272,019Net Income 2018: $1,0482018Revenue 2019: $398,653Expenses 2019: $240,288Net Income 2019: $158,3652019Revenue 2020: $156,369Expenses 2020: $146,449Net Income 2020: $9,9202020Revenue 2021: $301,730Expenses 2021: $167,696Net Income 2021: $134,0342021Revenue 2022: $320,028Expenses 2022: $245,655Net Income 2022: $74,3732022Revenue 2023: $322,195Expenses 2023: $220,809Net Income 2023: $101,3862023Revenue 2024: $409,765Expenses 2024: $341,630Net Income 2024: $68,1352024

Highlighted filing

2014

Revenue$325,125
Expenses$309,240
Net Income$15,885
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$325,125
Mission and Program Overview

Mission

The environmental design research association advances & disseminates behavior & design research toward improving understanding of the relationships between people & their environment.

The environmental design research association advances and disseminates behavior and design research toward improving understanding of the relationships between people and their environments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$255,898$275,025▲ $19,127
Cash and Non-Interest-Bearing Accounts$34,591$27,580▼ $7,011
Prepaid Expenses and Deferred Charges$17,239$18,220▲ $981
Intangible Assets$2,293--
Accounts Receivable$499$1,483▲ $984
Total Assets$310,520$322,308▲ $11,788
Liabilities
Deferred Revenue$31,776$27,319▼ $4,457
Accounts Payable and Accrued Expenses$3,585$225▼ $3,360
Total Liabilities$35,361$27,544▼ $7,817
Net Assets / Fund Balance
Unrestricted Net Assets$275,159$294,764▲ $19,605
Total Net Assets Fund Balance$275,159$294,764▲ $19,605
Total Liabilities and Net Assets / Fund Balance$310,520$322,308▲ $11,788
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$8,549
Program Service Revenue
$297,361
Investment Income
$15,407
Other Revenue
$3,808
All Other Contributions
$8,549
Change in Net Assets
$15,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,740
Grants and Similar Amounts Paid$4,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$133,851--$133,851
Fees for Services Management$3,000$113,242-$116,242
Travel-$7,114-$7,114
All Other Expenses-$4,919-$4,919
Other Expenses$4,686$8,601-$4,686
Fees for Services Accounting-$4,519-$4,519
Grants to Domestic Individuals$4,500--$4,500
Information Technology-$2,772-$2,772
Office Expenses-$2,551-$2,551
Depreciation Depletion$2,292--$2,292
Insurance-$933-$933
Total Functional Expenses$164,589$144,651$0$309,240
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 3

The organization has contracted with coulter companies for management services. The executive director is an employee of coulter.

Form 990, Page 6, Part VI, Line 6

Organization has several classes of membership for individuals and organizations.

Form 990, Page 6, Part VI, Line 7A

Board members are elected by the membership.

Form 990, Page 6, Part VI, Line 11B

Return reviewed by the executive director and members of professional management company prior to filing.

Form 990, Page 6, Part VI, Line 12C

Board members are required annually to review the policy indicate any conflicts. Ongoing monitoring throughout the year is informal.

Form 990, Page 6, Part VI, Line 15A

Day to day management of organization is delegated to professional management company whose contract is reviewed and approved annually by the board.

Form 990, Page 6, Part VI, Line 15B

SEE ABOVE.

Form 990, Page 6, Part VI, Line 19

Available upon written request.

Filing and Contact Details

Filer

Filer Name
Environmental Design Research
EIN
23-7451983
Phone
6083107540
Address
22 N CARROLL ST, ROOM/SUITE 300, MADISON, WI 53703

Signing Officer

Name
KATE O'DONNELL
Title
Executive Director
Phone
6083107540
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
KATE O'DONNELL
Formed
1968
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
40

Preparer

Firm
Steve Guy & Associates Pc
Address
4900 SOUTHPOINT DRIVE, FREDERICKSBURG, VA 22407
Preparer
Steve R Guy
Phone
5408917555
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

STUDENT SERVICES

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS CONTRACTED WITH COULTER COMPANIES FOR MANAGEMENT SERVICES. THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF COULTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION HAS SEVERAL CLASSES OF MEMBERSHIP FOR INDIVIDUALS AND ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETURN REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF PROFESSIONAL MANAGEMENT COMPANY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE REQUIRED ANNUALLY TO REVIEW THE POLICY INDICATE ANY CONFLICTS. ONGOING MONITORING THROUGHOUT THE YEAR IS INFORMAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DAY TO DAY MANAGEMENT OF ORGANIZATION IS DELEGATED TO PROFESSIONAL MANAGEMENT COMPANY WHOSE CONTRACT IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SEE ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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