Civic Intelligence

Ioos Association

990 • Fiscal year 2018 • EIN 27-4702525

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 20, 2019

205 Oakledge RdHarpswell, ME 04079

(207) 725-8143

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

98th percentile

$109,424

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 46.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Up

$114,207

Up $42,496 (+59%) from 2016

Net Assets

Up

$110,328

Up $40,719 (+58%) from 2016

Liabilities

Up

$3,879

Up $1,777 (+85%) from 2016

Revenue

Up

$234,561

Up $42,061 (+22%) from 2016

Expenses

Down

$218,916

Down $791 (-0.4%) from 2016

Net Income

Up

$15,645

Up $42,852 (+158%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $73,002Liabilities 2014: $2,868Net Assets 2014: $70,1342014Assets 2016: $71,711Liabilities 2016: $2,102Net Assets 2016: $69,6092016Assets 2018: $114,207Liabilities 2018: $3,879Net Assets 2018: $110,3282018Assets 2019: $216,116Liabilities 2019: $21,316Net Assets 2019: $194,8002019Assets 2020: $153,560Liabilities 2020: $4,252Net Assets 2020: $149,3082020Assets 2021: $244,860Liabilities 2021: $4,284Net Assets 2021: $240,5762021Assets 2022: $358,126Liabilities 2022: $8,261Net Assets 2022: $349,8652022Assets 2023: $489,822Liabilities 2023: $9,589Net Assets 2023: $480,2332023Assets 2024: $636,574Liabilities 2024: $44,746Net Assets 2024: $591,8282024

Highlighted filing

2018

Assets$114,207
Liabilities$3,879
Net Assets$110,328

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $180,500Expenses 2014: $154,841Net Income 2014: $25,6592014Revenue 2016: $192,500Expenses 2016: $219,707Net Income 2016: -$27,2072016Revenue 2018: $234,561Expenses 2018: $218,916Net Income 2018: $15,6452018Revenue 2019: $367,275Expenses 2019: $282,803Net Income 2019: $84,4722019Revenue 2020: $299,821Expenses 2020: $345,313Net Income 2020: -$45,4922020Revenue 2021: $360,597Expenses 2021: $269,329Net Income 2021: $91,2682021Revenue 2022: $542,865Expenses 2022: $433,576Net Income 2022: $109,2892022Revenue 2023: $632,747Expenses 2023: $502,379Net Income 2023: $130,3682023Revenue 2024: $657,802Expenses 2024: $587,886Net Income 2024: $69,9162024

Highlighted filing

2018

Revenue$234,561
Expenses$218,916
Net Income$15,645
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 20, 2019
Return Version
2017v2.3
Gross Receipts
$234,561
Mission and Program Overview

Mission

Develop regional associations for coastal and ocean observing to deliver scientific data and information on the nation's ocean; promote the integration and coordination of the regional systems into an integrated national system to enhance observational and predictive abilities in ocean science; develop regional programs through capacity building, exchange of technical information, and sharing of facilities and infrastructure; and educate the public about ocean observing and its importance to the nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$97,876$114,207▲ $16,331
Total Assets$97,876$114,207▲ $16,331
Liabilities
Other Liabilities$3,193$3,879▲ $686
Total Liabilities$3,193$3,879▲ $686
Net Assets / Fund Balance
Unrestricted Net Assets$94,683$110,328▲ $15,645
Total Net Assets Fund Balance$94,683$110,328▲ $15,645
Total Liabilities and Net Assets / Fund Balance$97,876$114,207▲ $16,331
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ella S QuintrellExecutive DiFT$106,520$2,904$109,424

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$234,561
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$124,111
Change in Net Assets
$15,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,492
Salaries, Compensation, and Employee Benefits$109,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,520--$106,520
Travel$27,341--$27,341
Fees for Services Other-$25,725-$25,725
Conferences and Meetings$16,185--$16,185
Occupancy-$4,389-$4,389
Office Expenses$2,353$1,392-$3,745
Fees for Services Accounting-$3,447-$3,447
Pension Plan Contributions-$2,904-$2,904
Insurance-$1,880-$1,880
Fees for Services Legal-$170-$170
Other Expenses-$21-$21
All Other Expenses-$15-$15
Total Functional Expenses$152,399$66,517$0$218,916
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,879
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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 11B

Prior to filing form 990, the board of directors will review the tax return.

Form 990, Page 6, Part VI, Line 15A

The executive director's compensation is reviewed and approved by the board of directors.

Form 990, Page 6, Part VI, Line 15B

The process for determining other officers and key employees of the organiztion compensation include a review and approval by the board of directors.

Form 990, Page 6, Part VI, Line 19

The governing documents, policies, procedures and compiled financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ioos Association
EIN
27-4702525
Phone
2077258143
Address
205 OAKLEDGE RD, HARPSWELL, ME 04079

Signing Officer

Name
Ella S Quintrell
Title
Executive Director
Phone
2077258143
Signed
2019-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Hernandez
Formed
2010
Legal Domicile
Me
Voting Board Members
22
Independent Board Members
22
Employees
1

Preparer

Firm
Mangum & Associates LLC
Address
9 GILMAN AVE 1, BRUNSWICK, ME 04011
Preparer
Thomas C Mangum
Phone
2077254505
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Develop regional associations for coastal and ocean observing to deliver scientific data and information on the nation's ocean; promote the integration and coordination of the regional systems into an integrated national system to enhance observational and predictive abilities in ocean science; develop regional programs through capacity building, exchange of technical information, and sharing of facilities and infrastructure; and educate the public about ocean observing and its importance to the nation.

Form 990, Part IX, Line 11G

Financial coordinator 0 5,291 0 program coordinator 0 20,434 0 total 0 25,725 0

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IRS990/MissionDesc0DEVELOP REGIONAL ASSOCIATIONS FOR COASTAL AND OCEAN OBSERVING TO DELIVER SCIENTIFIC DATA AND INFORMATION ON THE NATION'S OCEAN; PROMOTE THE INTEGRATION AND COORDINATION OF THE REGIONAL SYSTEMS INTO AN INTEGRATED NATIONAL SYSTEM TO ENHANCE OBSERVATIONAL AND PREDICTIVE ABILITIES IN OCEAN SCIENCE; DEVELOP REGIONAL PROGRAMS THROUGH CAPACITY BUILDING, EXCHANGE OF TECHNICAL INFORMATION, AND SHARING OF FACILITIES AND INFRASTRUCTURE; AND EDUCATE THE PUBLIC ABOUT OCEAN OBSERVING AND ITS IMPORTANCE TO THE NATION.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0110328
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04389
IRS990/OccupancyGrp/TotalAmt04389
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01392
IRS990/OfficeExpensesGrp/ProgramServicesAmt02353
IRS990/OfficeExpensesGrp/TotalAmt03745
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc1PAYROLL TAX EXPENSE
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3PAYROLL PROCESSING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321
IRS990/OtherExpensesGrp/TotalAmt014489
IRS990/OtherExpensesGrp/TotalAmt18085
IRS990/OtherExpensesGrp/TotalAmt24000
IRS990/OtherExpensesGrp/TotalAmt321
IRS990/OtherLiabilitiesGrp/BOYAmt03193
IRS990/OtherLiabilitiesGrp/EOYAmt03879
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106520
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106520
IRS990/PartialLiquidationInd0false
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02904
IRS990/PensionPlanContributionsGrp/TotalAmt02904
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEBRA HERNANDEZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0254170
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0129922
IRS990/PYRevenuesLessExpensesAmt025074
IRS990/PYSalariesCompEmpBnftPaidAmt099174
IRS990/PYTotalExpensesAmt0229096
IRS990/PYTotalRevenueAmt0254170
IRS990/ReconcilationRevenueExpnssAmt015645
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0234562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0254170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0192500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0182500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0180500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01044232
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0192500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0182500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0180500
IRS990ScheduleA/Total509Grp/TotalAmt01044232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0234562
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0182500
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt010985
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt07791
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt041177
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt043783
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt045819
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt043941
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt031164
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0164707
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt011804
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt013131
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt05991
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt011692
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt042618
IRS990ScheduleC/GrassrootsCeilingAmt061766
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt010946
IRS990ScheduleC/LobbyingCeilingAmt0247061
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt043783
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0207111
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt011804
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0218915
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt011804
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03879
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt03879
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEVELOP REGIONAL ASSOCIATIONS FOR COASTAL AND OCEAN OBSERVING TO DELIVER SCIENTIFIC DATA AND INFORMATION ON THE NATION'S OCEAN; PROMOTE THE INTEGRATION AND COORDINATION OF THE REGIONAL SYSTEMS INTO AN INTEGRATED NATIONAL SYSTEM TO ENHANCE OBSERVATIONAL AND PREDICTIVE ABILITIES IN OCEAN SCIENCE; DEVELOP REGIONAL PROGRAMS THROUGH CAPACITY BUILDING, EXCHANGE OF TECHNICAL INFORMATION, AND SHARING OF FACILITIES AND INFRASTRUCTURE; AND EDUCATE THE PUBLIC ABOUT OCEAN OBSERVING AND ITS IMPORTANCE TO THE NATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO FILING FORM 990, THE BOARD OF DIRECTORS WILL REVIEW THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZTION COMPENSATION INCLUDE A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, POLICIES, PROCEDURES AND COMPILED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL COORDINATOR 0 5,291 0 PROGRAM COORDINATOR 0 20,434 0 TOTAL 0 25,725 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt097876
IRS990/TotalAssetsEOYAmt0114207
IRS990/TotalAssetsGrp/BOYAmt097876
IRS990/TotalAssetsGrp/EOYAmt0114207
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0234561
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066517
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152399

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