Civic Intelligence

Americans for the Competitive Enterprise System Inc of Western Pennsylvania

990 • Fiscal year 2020 • EIN 26-2763757

Jun 01, 2019 to May 31, 2020 • Filed on Dec 11, 2020

Organization ProfileWWW.ACESERIE.ORG

View Organization Page

1001 State Street Rm 310Erie, PA 16501-1823

(814) 456-7007

Siviq Scores

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

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-18%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$75,202

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.9%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$274,923

Down $11,494 (-4.0%) from 2018

Net Assets

Down

$240,727

Down $45,690 (-16%) from 2018

Liabilities

Up

$34,196

Up $34,196 from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin22nd percentile

Revenue

Up

$204,969

Up $16,410 (+8.7%) from 2018

Expenses

Up

$242,533

Up $26,959 (+13%) from 2018

Net Income

Down

-$37,564

Down $10,549 (-39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2013: $305,047Liabilities 2013: $0Net Assets 2013: $305,0472013Assets 2014: $316,217Liabilities 2014: $0Net Assets 2014: $316,2172014Assets 2015: $331,288Liabilities 2015: $0Net Assets 2015: $331,2882015Assets 2016: $301,328Liabilities 2016: $0Net Assets 2016: $301,3282016Assets 2017: $311,552Liabilities 2017: $0Net Assets 2017: $311,5522017Assets 2018: $286,417Liabilities 2018: $0Net Assets 2018: $286,4172018Assets 2020: $274,923Liabilities 2020: $34,196Net Assets 2020: $240,7272020Assets 2021: $454,236Liabilities 2021: $149,900Net Assets 2021: $304,3362021Assets 2022: $477,177Liabilities 2022: $149,900Net Assets 2022: $327,2772022

Highlighted filing

2020

Assets$274,923
Liabilities$34,196
Net Assets$240,727
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $202,8092013Revenue 2014: $238,364Expenses 2014: $228,034Net Income 2014: $10,3302014Revenue 2015: $212,242Expenses 2015: $197,719Net Income 2015: $14,5232015Revenue 2016: $194,226Expenses 2016: $223,588Net Income 2016: -$29,3622016Revenue 2017: $217,810Expenses 2017: $208,642Net Income 2017: $9,1682017Revenue 2018: $188,559Expenses 2018: $215,574Net Income 2018: -$27,0152018Revenue 2020: $204,969Expenses 2020: $242,533Net Income 2020: -$37,5642020Revenue 2021: $217,688Expenses 2021: $181,099Net Income 2021: $36,5892021Revenue 2022: $235,906Expenses 2022: $165,713Net Income 2022: $70,1932022

Highlighted filing

2020

Revenue$204,969
Expenses$242,533
Net Income-$37,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Dec 11, 2020
Return Version
2019v5.1
Gross Receipts
$204,969
Mission and Program Overview

Mission

Americans for the competitive enterprise system (aces) is a non-profit, non-political, educational organization promoting the understanding of free market economics to students, teachers and the general public through partnerships between the business and education communities.

To educate the public as described below

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$203,715$188,797▼ $14,918
Cash and Non-Interest-Bearing Accounts$29,022$39,448▲ $10,426
Investments in Publicly Traded Securities$24,895$25,932▲ $1,037
Investments Other Securities$21,010$20,746▼ $264
Total Assets$278,642$274,923▼ $3,719
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$34,196▲ $34,196
Total Liabilities$0$34,196▲ $34,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$278,642$240,727▼ $37,915
Total Net Assets Fund Balance$278,642$240,727▼ $37,915
Total Liabilities and Net Assets / Fund Balance$278,642$274,923▼ $3,719

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$20,746--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie a LaufenbergSecretary & Exec DirectorFT$62,767$12,435$75,202

Board Members and Trustees

NameTitle
Charles F HagertyChairman
Nathan D RossVice Chairman
Jeremy LincolnBoard Member
John E KraheBoard Member
Mark FerraraBoard Member
Ryan KatenBoard Member
Sarah PalmerBoard Member
Yvonne Best-proctorBoard Member
James B OhrnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,697
Program Service Revenue
$0
Investment Income
$3,912
Other Revenue
$13,360
All Other Contributions
$187,697
Change in Net Assets
$-37,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$204,719
Revenue Not Reported on Financial Statements
$250
Revenue Not Reported on Form 990
$435,942
Total Revenue per Audited Statements
$640,661
Total Revenue per Form 990
$204,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$185,663
Other Expenses$56,870
Total Fundraising Expense$26,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,187$17,446$11,964$101,597
Comp Disqual Persons$46,994$22,243$14,829$84,066
Occupancy-$10,289-$10,289
Travel$6,107--$6,107
Fees for Services Accounting-$4,125-$4,125
Other Expenses$5,120$2,988-$2,988
Information Technology-$1,360-$1,360
Insurance-$488-$488
Fees for Services Other$308--$308
Fees for Service Investment Mgmnt Fees-$250-$250
All Other Expenses-$168$30$198
Office Expenses-$124-$124
Total Functional Expenses$151,959$63,751$26,823$242,533

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$678,576
Expenses Not Reported on Form 990$436,293
Total Expenses per Form 990$242,533
Expenses per Audited Statements$242,283
Expenses Not Reported on Financial Statements$250
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 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any underlying committees.”

Form 990, Part VI, Section B, Line 11B

“The organization provides the board members a copy of it's form 990 for review prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's executive director is reviewed annually by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request of the business office.”

Filing and Contact Details

Filer

Filer Name
Americans for the Competitive Enterprise
EIN
26-2763757
Phone
8144567007
Address
1001 STATE STREET RM 310, ERIE, PA 16501-1823

Signing Officer

Name
Stacy Bartholomew
Title
Executive Director
Phone
8144567007
Signed
2020-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Bartholomew
Formed
1956
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
9
Employees
4
Volunteers
209

Preparer

Firm
Mcgill Power Bell & Associates Llp
Address
2402 W 8TH STREET, ERIE, PA 16505-4935
Preparer
Vincent Halupczynski
Phone
8144536594
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The modified cash basis differs from generally accepted accounting principles in that revenues are recognized when received instead of when earned, and payments to vendors and employees are recognized when paid instead of when goods or services are received.”

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

SCHEDULE D, PART X, LINE 2:

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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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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IRS990/RevenueAmt013360
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0188797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0187697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0194497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0204466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0177455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0931225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03839
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01564
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt013360
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011522
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018325
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012094
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt015207
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070508
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70230
IRS990ScheduleA/PublicSupportPY170Pct00.74240
IRS990ScheduleA/PublicSupportTotal170Amt0712440
IRS990ScheduleA/SubstantialContributorsTotAmt0218785
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0187697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0194497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0204466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0177455
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0931225
IRS990ScheduleA/TotalSupportAmt01014447
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0436293
IRS990ScheduleD/DonatedServicesUseFcltsAmt0436293
IRS990ScheduleD/ExpensesNotReportedAmt0436293
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0250
IRS990ScheduleD/ExpensesSubtotalAmt0242283
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0250
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0250
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-351
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt020746
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ERIE COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0435942
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0250
IRS990ScheduleD/RevenueSubtotalAmt0204719
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt020746
IRS990ScheduleD/TotalExpensesPerForm990Amt0242533
IRS990ScheduleD/TotalRevenuePerForm990Amt0204969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0640661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0678576
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY UNDERLYING COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES THE BOARD MEMBERS A COPY OF IT'S FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF THE BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MODIFIED CASH BASIS DIFFERS FROM GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THAT REVENUES ARE RECOGNIZED WHEN RECEIVED INSTEAD OF WHEN EARNED, AND PAYMENTS TO VENDORS AND EMPLOYEES ARE RECOGNIZED WHEN PAID INSTEAD OF WHEN GOODS OR SERVICES ARE RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0278642
IRS990/TotalAssetsEOYAmt0274923
IRS990/TotalAssetsGrp/BOYAmt0278642
IRS990/TotalAssetsGrp/EOYAmt0274923
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0187697
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026823
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063751
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151959
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt034196
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt034196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0278642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0240727
IRS990/TotalOtherCompensationAmt012435
IRS990/TotalProgramServiceExpensesAmt0151959
IRS990/TotalReportableCompFromOrgAmt062767
IRS990/TotalRevenueGrp/ExclusionAmt03912
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0209
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0278642
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0274923
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06107
IRS990/TravelGrp/TotalAmt06107
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01001 STATE STREET RM 310
IRS990/USAddress/CityNm0ERIE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0165011823

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,923
Liabilities
$34,196
Net assets
$240,727
Revenue
$204,969
Expenses
$242,533
Net income
-$37,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$1.50$3.27$2.36$1.66$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$1.50$3.04$2.18$1.81$0.37
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.34$2.41$2.05$2.43$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$1.89$2.16$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$2.18$2.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.94$2.24$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.12$1.98$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$2.38$2.28$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$2.03