Civic Intelligence

Society of Incentive & Travel Executives Inc

990EZ • Fiscal year 2015 • EIN 26-0776222

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

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

88th percentile

0.38x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

16%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

334%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

31%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$57,705

Up $44,415 (+334%) from 2014

Net Assets

Up

$35,512

Up $23,810 (+203%) from 2014

Liabilities

Up

$22,193

Up $20,605 (+1298%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin79th percentile

Revenue

Up

$137,073

Up $32,757 (+31%) from 2014

Expenses

Up

$114,790

Up $4,545 (+4.1%) from 2014

Net Income

Up

$22,283

Up $28,212 (+476%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2015

Assets$57,705
Liabilities$22,193
Net Assets$35,512
Open 2015 Filing

Operations Trend

Revenue Growth87th 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

2015

Revenue$137,073
Expenses$114,790
Net Income$22,283
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$137,073
Mission and Program Overview

Mission

Provide education and best practices

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND TRAINING SESSIONS OFFERINGS TO MEMBERSHIP-$51,547
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED EDSONPresident-$0--
DAVID DIPUMAImmediate Past President-$0--
AMY JOHNSONTreasurer-$0--
KATHI KELLYSponsors/Fundraising-$0--
JAMES GRAVESCommunications-$0--
CARA CARTEEPrograms And Education-$0--
ANDJELA KESSLERCommunications-$0--
TRACI BAXTERPrograms And Education-$0--
KATHY BOTERO FRANTZCommunications-$0--
PAM SHEPHERDMembership-$0--
SHAWN BENDIGCommunications-$0--
GINNY IZYDOREPrograms & Education, Planner Engagement-$0--
DEBRA EDWARDSProcurement/Philanthropy-$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
2016-05-10
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 16

“Auction 10100.”

Form 990EZ, Part I, Line 16

“Awards and Recognition 564.”

Form 990EZ, Part I, Line 16

“Board of Directors Meetings 5728.”

Form 990EZ, Part I, Line 16

“Chapter Administrator 6391.”

Form 990EZ, Part I, Line 16

“General Chapter Event Expenses 79702.”

Form 990EZ, Part I, Line 16

“Insurance 1711.”

Form 990EZ, Part I, Line 16

“Marketing & Communications 1102.”

Form 990EZ, Part I, Line 16

“Miscellaneous 500.”

Form 990EZ, Part I, Line 20

“Adjustment from Prior Years Accounts Payable 1527.”

Form 990EZ, Part II, Line 24

“Deposits, Prepaids and Over Payments 0. 2107.”

Form 990EZ, Part II, Line 26

“Credit Card Payable and Outstanding Checks 1588. 22193.”

Raw XML Appendix163 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/BooksInCareOfDetail/USAddress/CityNm0Atlanta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHI KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES GRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARA CARTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDJELA KESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TRACI BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHY BOTERO FRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAM SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHAWN BENDIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GINNY IZYDORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DEBRA EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sponsors/Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Programs and Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Programs and Education
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Membership
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Procurement/Philanthropy
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051547
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0www.sitessoutheast.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Auction 10100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards and Recognition 564.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Directors Meetings 5728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chapter Administrator 6391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General Chapter Event Expenses 79702.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 1711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Marketing & Communications 1102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Adjustment from Prior Years Accounts Payable 1527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Deposits, Prepaids and Over Payments 0. 2107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Payable and Outstanding Checks 1588. 22193.
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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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05614007553
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SITE
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ReturnHeader/Filer/EIN0260776222
ReturnHeader/Filer/PhoneNum05614007553
ReturnHeader/Filer/USAddress/AddressLine1Txt03525 Piedmont Road Five Piedmont Ce
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Crescent Centre Parkway Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucker
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030084
ReturnHeader/PreparerPersonGrp/PhoneNum07704145770
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE B PAULK CPA
ReturnHeader/ReturnTs02016-08-09T13:44:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,705
Liabilities
$22,193
Net assets
$35,512
Revenue
$137,073
Expenses
$114,790
Net income
$22,283
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
2015Detailed filing. Detailed filing data is available for this year.$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