Civic Intelligence

Environmental Design Research Association Inc.

990 • Fiscal year 2017 • EIN 23-7451983

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

1000 Westgate DriveSt Paul, MN 55114

(651) 288-3426

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.12x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$268,508

Up $8,511 (+3.3%) from 2016

Net Assets

Down

$237,873

Down $4,015 (-1.7%) from 2016

Liabilities

Up

$30,635

Up $12,526 (+69%) from 2016

Revenue

Up

$260,568

Up $28,086 (+12%) from 2016

Expenses

Up

$272,108

Up $16,057 (+6.3%) from 2016

Net Income

Up

-$11,540

Up $12,029 (+51%) from 2016

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

2017

Assets$268,508
Liabilities$30,635
Net Assets$237,873

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

2017

Revenue$260,568
Expenses$272,108
Net Income-$11,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$289,620
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$219,981$223,888▲ $3,907
Cash and Non-Interest-Bearing Accounts$15,983$32,661▲ $16,678
Prepaid Expenses and Deferred Charges$24,033$10,366▼ $13,667
Accounts Receivable-$1,593-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$259,997$268,508▲ $8,511
Other Assets Total-$0-
Liabilities
Deferred Revenue$11,467$24,703▲ $13,236
Accounts Payable and Accrued Expenses$6,642$5,932▼ $710
Total Liabilities$18,109$30,635▲ $12,526
Net Assets / Fund Balance
Unrestricted Net Assets$241,888$237,873▼ $4,015
Total Net Assets Fund Balance$241,888$237,873▼ $4,015
Total Liabilities and Net Assets / Fund Balance$259,997$268,508▲ $8,511
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deni RuggeriChair Elect
Jeremy WellsChairman
Lynn C ManzoPast Chair
Shauna Mallory-hillPast Chair
David BoeckDirector
Elizabeth HewittDirector
Emily ChmielewskiDirector
Karen KimDirector
Linda NubaniDirector
Sharmin KaderDirector
Vibhavari JaniDirector
Sue WeidemannEx-officio
Chingwen ChenSecretary
Nisha a FernandoSecretary
Daniel MittlemanTreasurer
Jennifer SenickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ewald ConsultingManagement Services1000 WESTGATE DR 252, St Paul, MN 55114$104,000
Revenue and Support

Revenue Composition

Contributions and Grants
$5,500
Program Service Revenue
$218,686
Investment Income
$36,382
Other Revenue
$0
All Other Contributions
$5,500
Change in Net Assets
$-11,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,427
Grants and Similar Amounts Paid$4,681
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$100,449$7,148-$107,597
Fees for Services Management$78,000$26,000-$104,000
Information Technology$16,123$5,882-$22,005
Office Expenses$5,897$11,906-$17,803
Travel$4,569$3,352-$7,921
Grants to Domestic Individuals$4,681--$4,681
Fees for Services Accounting-$4,625-$4,625
Insurance$654$2,006-$2,660
Advertising$816--$816
Total Functional Expenses$211,189$60,919$0$272,108
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The organization has delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a ewald consulting, a management company. The board monitors the management company activities.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members consist of dues paying individuals who are engaged in research toward improving understanding of the relationships between people & their environments.

Form 990, Part VI, Line 11B: Form 990 Review Process

The prepared form 990 is reviewed by the association's board of directors before the return is filed with the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually all directors & officers complete & sign a statement that provides information regarding their interests & those of their family members that could give rise to conflicts. The members of the governing body make determinations of whether a conflict exists & review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations & decisions in the transaction.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Government documents, policies & financial statements may be obtained upon e-mail or phone request through the management company.

Filing and Contact Details

Filer

Filer Name
Environmental Design Research
EIN
23-7451983
Phone
6512883426
Address
1000 WESTGATE DRIVE, ST PAUL, MN 55114

Signing Officer

Name
Jeremy Wells
Title
Chairman
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Wells
Formed
1968
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
30

Preparer

Firm
Petersen Professionals PC
Address
4915 West 35th St Suite 201, St Louis Park, MN 55416
Preparer
Stacey R Petersen CPA
Phone
9527673212
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15EX-OFFICIO
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IRS990/InformationTechnologyGrp/TotalAmt022005
IRS990/InsuranceGrp/ManagementAndGeneralAmt02006
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IRS990/LocalChaptersInd0false
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IRS990/MissionDesc0THE ENVIRONMENTAL DESIGN RESEARCH ASSOCIATION ADVANCES & DISSEMINATES BEHAVIOR & DESIGN RESEARCH TOWARD IMPROVING UNDERSTANDING OF THE RELATIONSHIPS BETWEEN PEOPLE & THEIR ENVIRONMENT.
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IRS990/NetUnrlzdGainsLossesInvstAmt07525
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficeExpensesGrp/TotalAmt017803
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024033
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010366
IRS990/PrincipalOfficerNm0JEREMY WELLS
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
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IRS990/ProgramServiceRevenueGrp/BusinessCd4541800
IRS990/ProgramServiceRevenueGrp/Desc0AWARDS
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/Desc4SPONSORSHIPS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08445
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1152354
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt242350
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08445
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-11540
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/RevenueAmt0218686
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036489
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014534
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011265
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014005
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07325
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt051442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0212436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0185403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0256449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0297361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0283822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01235471
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06250

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