Civic Intelligence

Enneagram Studies in the Narrative Tradition

990 • Fiscal year 2018 • EIN 27-4376250

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

Organization ProfileWWW.ENNEAGRAMWORLDWIDE.COM
PO Box 4114Boulder, CO 80306-4114

(866) 366-8973

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

7.2%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$282,275

Up $34,797 (+14%) from 2017

Net Assets

Up

$278,999

Up $32,490 (+13%) from 2017

Liabilities

Up

$3,276

Up $2,307 (+238%) from 2017

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin33rd percentile

Revenue

Up

$736,059

Up $49,481 (+7.2%) from 2017

Expenses

Up

$755,267

Up $41,968 (+5.9%) from 2017

Net Income

Up

-$19,208

Up $7,513 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2016: $184,362Liabilities 2016: $4,157Net Assets 2016: $180,2052016Assets 2017: $247,478Liabilities 2017: $969Net Assets 2017: $246,5092017Assets 2018: $282,275Liabilities 2018: $3,276Net Assets 2018: $278,9992018Assets 2020: $841,580Liabilities 2020: $205,456Net Assets 2020: $636,1242020Assets 2021: $931,876Liabilities 2021: $125,917Net Assets 2021: $805,9592021Assets 2022: $718,659Liabilities 2022: $125,804Net Assets 2022: $592,8552022Assets 2023: $565,883Liabilities 2023: $144,239Net Assets 2023: $421,6442023Assets 2024: $448,470Liabilities 2024: $95,776Net Assets 2024: $352,6942024

Highlighted filing

2018

Assets$282,275
Liabilities$3,276
Net Assets$278,999
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $803,206Expenses 2016: $784,449Net Income 2016: $18,7572016Revenue 2017: $686,578Expenses 2017: $713,299Net Income 2017: -$26,7212017Revenue 2018: $736,059Expenses 2018: $755,267Net Income 2018: -$19,2082018Revenue 2020: $921,956Expenses 2020: $753,425Net Income 2020: $168,5312020Revenue 2021: $958,825Expenses 2021: $784,424Net Income 2021: $174,4012021Revenue 2022: $794,796Expenses 2022: $996,411Net Income 2022: -$201,6152022Revenue 2023: $808,112Expenses 2023: $979,323Net Income 2023: -$171,2112023Revenue 2024: $806,614Expenses 2024: $875,564Net Income 2024: -$68,9502024

Highlighted filing

2018

Revenue$736,059
Expenses$755,267
Net Income-$19,208
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$814,582
Mission and Program Overview

Mission

To clarify, refine and publish the theory, principals and methodology that are the foundation of the narrative tradition; to develop a coherent curriculum based on that methodology that integrates psychological, spiritual, and somatic understanding; to deliver programs wthin this curriculum to beginning and advanced students utilizing the worldwide network of teachers dedicated to the narrative and tradition; to offer learning materials to students through publication ber-based information and other media.

To clarify, refine and publish the theory, principals and methodology that are the foundation of the narrative tradition; to develop a coherent curriculum based on that methodology that integrates psychological, spiritual and somatic understanding; to deliver programs within this curriculum to beginning and advanced students utilizing the worldwide network of teachers dedicated to the narrative and tradition; to offer learning materials to students through publication ber-based information and other media.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$214,918$271,277▲ $56,359
Inventories for Sale or Use$9,040$6,983▼ $2,057
Intangible Assets$22,409$3,202▼ $19,207
Investments in Publicly Traded Securities$852$660▼ $192
Land, Buildings, and Equipment, Net$259$153▼ $106
Total Assets$247,478$282,275▲ $34,797
Liabilities
Other Liabilities$969$3,276▲ $2,307
Total Liabilities$969$3,276▲ $2,307
Net Assets / Fund Balance
Unrestricted Net Assets$246,509$278,999▲ $32,490
Total Net Assets Fund Balance$246,509$278,999▲ $32,490
Total Liabilities and Net Assets / Fund Balance$247,478$282,275▲ $34,797

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$153$2,272$2,425
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Joyce PlazaPresident
Anna GearyMember
Kirsty SpenceMember
Monica TinocoMember
Skip MorrisMember
Christopher CopelandSecretary
Sheryl CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$142,030
Program Service Revenue
$551,696
Investment Income
$189
Other Revenue
$42,144
All Other Contributions
$142,030
Change in Net Assets
$-19,208

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$67,205Sales Price
Total Noncash Contributions3$67,205-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$598,604
Salaries, Compensation, and Employee Benefits$156,663
Total Fundraising Expense$2,329
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$255,617$10,313-$265,930
Conferences and Meetings$183,431--$183,431
Other Salaries and Wages-$144,425-$144,425
Office Expenses$56,156--$56,156
Depreciation Depletion$19,312--$19,312
Travel$16,149--$16,149
Royalties$15,430--$15,430
Payroll Taxes-$12,238-$12,238
Advertising$8,066--$8,066
Fees for Services Accounting-$6,468-$6,468
Insurance--$2,329$2,329
Other Expenses$2,114--$2,114
All Other Expenses$900$16-$916
Total Functional Expenses$579,478$173,460$2,329$755,267
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
U.s. Bank Credit Card Payable$2,257
Withholding Tax Payable$735
Sales Tax Payable$284
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“Voting members are appointed by the board of directors per the organization's bylaws”

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

“Joyce plaza, president, will perform an administrative review of form 990 before it is filed with the irs”

Form 990, Page 6, Part VI, Line 19

“All governing documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Enneagram Studies in the Narrative
EIN
27-4376250
Phone
8663668973
Address
PO BOX 4114, BOULDER, CO 80306-4114
Doing Business As
The Narrative Enneagram

Signing Officer

Name
Joyce Plaza
Title
President
Phone
3039090203
Signed
2019-10-03

Organization Details

Principal Officer
Joyce Plaza
Formed
2011
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
5

Preparer

Firm
Bramel & Ackley Psc
Address
1885 DIXIE HIGHWAY SUITE 310, FT WRIGHT, KY 41011-2663
Preparer
Stephanie R Huhn
Phone
8593416700
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To clarify, refine and publish the theory, principals and methodology that are the foundation of the narrative tradition; to develop a coherent curriculum based on that methodology that integrates psychological, spiritual and somatic understanding; to deliver programs within this curriculum to beginning and advanced students utilizing the worldwide network of teachers dedicated to the narrative and tradition; to offer learning materials to students through publication ber-based information and other media.”

Form 990, Part IX, Line 11G

“Contract labor - operations 0 7,558 0 contract labor - marketing 51,634 0 0 contract labor - social marke 10,320 0 0 contract labor - training 168,300 0 0 contract labor - other 0 2,755 0 contract labor - internationa 22,000 0 0 contract labor - curriculum 3,363 0 0 total 255,617 10,313 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -2”

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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0735314
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02272
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WITHHOLDING TAX PAYABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO CLARIFY, REFINE AND PUBLISH THE THEORY, PRINCIPALS AND METHODOLOGY THAT ARE THE FOUNDATION OF THE NARRATIVE TRADITION; TO DEVELOP A COHERENT CURRICULUM BASED ON THAT METHODOLOGY THAT INTEGRATES PSYCHOLOGICAL, SPIRITUAL AND SOMATIC UNDERSTANDING; TO DELIVER PROGRAMS WITHIN THIS CURRICULUM TO BEGINNING AND ADVANCED STUDENTS UTILIZING THE WORLDWIDE NETWORK OF TEACHERS DEDICATED TO THE NARRATIVE AND TRADITION; TO OFFER LEARNING MATERIALS TO STUDENTS THROUGH PUBLICATION BER-BASED INFORMATION AND OTHER MEDIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOTING MEMBERS ARE APPOINTED BY THE BOARD OF DIRECTORS PER THE ORGANIZATION'S BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JOYCE PLAZA, PRESIDENT, WILL PERFORM AN ADMINISTRATIVE REVIEW OF FORM 990 BEFORE IT IS FILED WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT LABOR - OPERATIONS 0 7,558 0 CONTRACT LABOR - MARKETING 51,634 0 0 CONTRACT LABOR - SOCIAL MARKE 10,320 0 0 CONTRACT LABOR - TRAINING 168,300 0 0 CONTRACT LABOR - OTHER 0 2,755 0 CONTRACT LABOR - INTERNATIONA 22,000 0 0 CONTRACT LABOR - CURRICULUM 3,363 0 0 TOTAL 255,617 10,313 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/USAddress/StateAbbreviationCd0PA
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENNEAGRAM STUDIES IN THE NARRATIVE
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,275
Liabilities
$3,276
Net assets
$278,999
Revenue
$736,059
Expenses
$755,267
Net income
-$19,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.96$3.53$8.07$8.76$0.69
2023Detailed filing. Detailed filing data is available for this year.$5.66$1.44$4.22$8.08$9.79$1.71
2022Detailed filing. Detailed filing data is available for this year.$7.19$1.26$5.93$7.95$9.96$2.02
2021Detailed filing. Detailed filing data is available for this year.$9.32$1.26$8.06$9.59$7.84$1.74
2020Detailed filing. Detailed filing data is available for this year.$8.42$2.05$6.36$9.22$7.53$1.69
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$7.36$7.55$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.47$6.87$7.13$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.04$1.80$8.03$7.84$0.19