Civic Intelligence

Society of Incentive & Travel Executives Inc

990EZ • Fiscal year 2014 • EIN 26-0776222

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profilewww.sitessoutheast.org
3525 Piedmont Road Five Piedmont CeAtlanta, GA 30305

(561) 400-7553

Siviq Scores

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

Liabilities / Assets

75th percentile

0.12x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.02x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-5.7%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-47%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$13,290

Down $11,999 (-47%) from 2013

Net Assets

Down

$11,702

Down $5,929 (-34%) from 2013

Liabilities

Down

$1,588

Down $6,070 (-79%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin27th percentile

Revenue

Down

$104,316

Down $37,020 (-26%) from 2013

Expenses

Down

$110,245

Down $34,531 (-24%) from 2013

Net Income

Down

-$5,929

Down $2,489 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$150K$100K$50K$0Assets 2012: $21,071Net Assets 2012: $21,0712012Assets 2013: $25,289Liabilities 2013: $7,658Net Assets 2013: $17,6312013Assets 2014: $13,290Liabilities 2014: $1,588Net Assets 2014: $11,7022014Assets 2015: $57,705Liabilities 2015: $22,193Net Assets 2015: $35,5122015Assets 2024: $132,422Liabilities 2024: $0Net Assets 2024: $132,4222024

Highlighted filing

2014

Assets$13,290
Liabilities$1,588
Net Assets$11,702
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $141,456Expenses 2012: $115,634Net Income 2012: $25,8222012Revenue 2013: $141,336Expenses 2013: $144,776Net Income 2013: -$3,4402013Revenue 2014: $104,316Expenses 2014: $110,245Net Income 2014: -$5,9292014Revenue 2015: $137,073Expenses 2015: $114,790Net Income 2015: $22,2832015Revenue 2024: $268,690Expenses 2024: $199,351Net Income 2024: $69,3392024

Highlighted filing

2014

Revenue$104,316
Expenses$110,245
Net Income-$5,929
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$104,316
Mission and Program Overview

Mission

Provide education and best practices

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND TRAINING SESSIONS OFFERINGS TO MEMBERSHIP-$35,677
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DIPUMAPresident-$0--
AMY JOHNSONTreasurer-$0--
FRED EDSONSecretary-$0--
JAMES GREVASPrograms And Education-$0--
TRACI BAXTERPrograms And Education-$0--
DALE EDMONDSAwards, Recognition And Volunteerism-$0--
DEBRA EDWARDSMembership And Philanthropy-$0--
KATHI KELLYSponsorship-$0--
ANDJELA KESSLERFudraising, Communications & Awards-$0--
CARA CARTEEPrograms And Education-$0--
KATHY BOTEROCommunications-$0--
SHAWN BENDIGPast President-$0--
Filing and Contact Details

Filer

Filer Name
Site
EIN
26-0776222
Phone
5614007553
Address
3525 Piedmont Road Five Piedmont Ce, Atlanta, GA 30305

Signing Officer

Name
Amy Johnson
Title
Treasurer
Phone
5614007553
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Clayton Paulk & Associates PC
Address
100 Crescent Centre Parkway Suite 3, Tucker, GA 30084
Preparer
Bruce B Paulk CPA
Phone
7704145770
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Restitution income 12006.”

Form 990EZ, Part I, Line 16

“Auction 10000. Awards and recognition 2091. Board of directors meetings 9396. Chapter administrator 5499. General chapter event expenses 48540. Insurance 1865. Marketing & communications 5276. Membership event 520.”

Raw XML Appendix140 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DIPUMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRED EDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES GREVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACI BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DALE EDMONDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEBRA EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHI KELLY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083187
IRS990EZ/OtherRevenueTotalAmt012006
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IRS990EZ/WebsiteAddressTxt0www.sitessoutheast.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RESTITUTION INCOME 12006.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AUCTION 10000. AWARDS AND RECOGNITION 2091. BOARD OF DIRECTORS MEETINGS 9396. CHAPTER ADMINISTRATOR 5499. GENERAL CHAPTER EVENT EXPENSES 48540. INSURANCE 1865. MARKETING & COMMUNICATIONS 5276. MEMBERSHIP EVENT 520.
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ReturnHeader/Filer/PhoneNum05614007553
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ReturnHeader/ReturnTs02015-06-17T10:27:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,290
Liabilities
$1,588
Net assets
$11,702
Revenue
$104,316
Expenses
$110,245
Net income
-$5,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$2.69$1.99$0.69
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.22$0.36$1.37$1.15$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.12$1.04$1.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.08$0.18$1.41$1.45$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$1.41$1.16$0.26