Civic Intelligence

Customer Experience Professionals

990 • Fiscal year 2023 • EIN 27-4826627

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profilewww.cxpa.org
10700 W Highway 55 275Plymouth, MN 55441

(952) 564-3048

Siviq Scores

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

Liabilities / Assets

69th percentile

0.30x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.42x

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,972,742

Up $255,678 (+15%) from 2022

Net Assets

Up

$1,386,728

Up $94,200 (+7.3%) from 2022

Liabilities

Up

$586,014

Up $161,478 (+38%) from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin45th percentile

Revenue

Up

$1,387,932

Up $128,225 (+10%) from 2022

Expenses

Up

$1,355,461

Up $140,599 (+12%) from 2022

Net Income

Down

$32,471

Down $12,374 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $641,640Liabilities 2013: $359,988Net Assets 2013: $281,6522013Assets 2014: $864,014Liabilities 2014: $470,101Net Assets 2014: $393,9132014Assets 2015: $877,121Liabilities 2015: $620,105Net Assets 2015: $257,0162015Assets 2020: $1,538,777Liabilities 2020: $643,658Net Assets 2020: $895,1192020Assets 2021: $1,805,378Liabilities 2021: $429,745Net Assets 2021: $1,375,6332021Assets 2022: $1,717,064Liabilities 2022: $424,536Net Assets 2022: $1,292,5282022Assets 2023: $1,972,742Liabilities 2023: $586,014Net Assets 2023: $1,386,7282023Assets 2024: $1,802,810Liabilities 2024: $388,849Net Assets 2024: $1,413,9612024

Highlighted filing

2023

Assets$1,972,742
Liabilities$586,014
Net Assets$1,386,728
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $913,901Expenses 2013: $789,186Net Income 2013: $124,7152013Revenue 2014: $1,106,858Expenses 2014: $994,597Net Income 2014: $112,2612014Revenue 2015: $1,133,597Expenses 2015: $1,270,494Net Income 2015: -$136,8972015Revenue 2020: $1,309,672Expenses 2020: $1,151,933Net Income 2020: $157,7392020Revenue 2021: $1,511,900Expenses 2021: $1,317,953Net Income 2021: $193,9472021Revenue 2022: $1,259,707Expenses 2022: $1,214,862Net Income 2022: $44,8452022Revenue 2023: $1,387,932Expenses 2023: $1,355,461Net Income 2023: $32,4712023Revenue 2024: $1,538,409Expenses 2024: $1,548,668Net Income 2024: -$10,2592024

Highlighted filing

2023

Revenue$1,387,932
Expenses$1,355,461
Net Income$32,471
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$1,387,932
Mission and Program Overview

Mission

The Customer Experience Professionals Association, Inc. (CXPA) is a global non-profit organization dedicated to the advancement of customer experience management practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$547,296$692,566▲ $145,270
Investments in Publicly Traded Securities$574,894$636,623▲ $61,729
Savings and Temporary Cash Investments$502,365$503,371▲ $1,006
Prepaid Expenses and Deferred Charges$92,509$140,182▲ $47,673
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,717,064$1,972,742▲ $255,678
Other Assets Total-$0-
Liabilities
Deferred Revenue$419,250$560,102▲ $140,852
Accounts Payable and Accrued Expenses$5,286$25,912▲ $20,626
Total Liabilities$424,536$586,014▲ $161,478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,292,528$1,386,728▲ $94,200
Total Net Assets Fund Balance$1,292,528$1,386,728▲ $94,200
Total Liabilities and Net Assets / Fund Balance$1,717,064$1,972,742▲ $255,678
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
Tabitha DunnChair
Nancy PorteImed Past Chair
Amy ShiojiVice Chair
Anita SiassiosDirector
Bryan SanderDirector
Carolyn KlingerDirector
Darin ByrneDirector
Francis GohDirector
Heather GillbanksDirector
Jayalakshmi SudarshanDirector
Jim TincherDirector
Mark RatekinDirector
Mark SlatinDirector
Sebastien MunarDirector
Stacey NevelDirector
Wayne SimmonsDirector
Roxie StrohmengerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jaffe ManagementManagement Services10700 W HIGHWAY 55 STE 275, Plymouth, MN 55441-6162$863,988
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,386,576
Investment Income
$1,356
Other Revenue
$0
Change in Net Assets
$32,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,355,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$863,988
Fees for Services Other---$126,228
All Other Expenses---$47,111
Other Expenses---$40,357
Travel---$13,732
Insurance---$6,313
Total Functional Expenses$0$0$0$1,355,461
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The Organization delegates its administrative and financial duties to IntrinXec Management, Inc., an association managment company.”

Form 990, Part VI, Section A, Line 6

“The Organization has two levels of membership, Individual and Corporate. All membersare entitled to the following benefits: Permission to display the Association logoon premises, free or discounted access to tools, programs, seminars, etc., access tothe Assocation Career Center listings, participation in research projects andbenchmark studies and receiving by electronic transmission the publications of theAssociation.”

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

“The Form 990 will be submitted to the Treasurer for review prior to being submitted.”

Form 990, Part VI, Section B, Line 12C

“The Management company and the Board of Directors annually disclose any potentialconflicts of interest and take action as necessary.”

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

“No employees. Board reviews contract of management company on a periodic basis to determine that services are provided at fair value.”

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

“No employees. Board reviews contract of management company on a periodic basis to determine that services are provided at fair value.”

Form 990, Part VI, Section C, Line 19

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Customer Experience Professionals
EIN
27-4826627
Phone
9525643048
Address
10700 W HIGHWAY 55 275, PLYMOUTH, MN 55441

Signing Officer

Name
Jayalakshmi Sudarshan
Title
Current Treasurer
Signed
2024-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
De
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
289

Preparer

Firm
Givens & Barnes
Address
200 E Evergreen Ave Ste 117, Mount Prospect, IL 60056
Preparer
William J Barnes
Phone
2247642442
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt06313
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01356
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01356
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0574894
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0636623
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Customer Experience Professionals Association, Inc. (CXPA) is a global non-profit organization dedicated to the advancement of customer experience management practices.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01292528
IRS990/NetAssetsOrFundBalancesEOYAmt01386728
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt061729
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01292528
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01386728
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Database & Website
IRS990/OtherExpensesGrp/Desc1Food & Beverage
IRS990/OtherExpensesGrp/Desc2Merchant/Bank Fees
IRS990/OtherExpensesGrp/Desc3FACILITY RENTAL
IRS990/OtherExpensesGrp/TotalAmt0119031
IRS990/OtherExpensesGrp/TotalAmt184150
IRS990/OtherExpensesGrp/TotalAmt254551
IRS990/OtherExpensesGrp/TotalAmt340357
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092509
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0140182
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Certification Program
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Publications Revenue
IRS990/ProgramServiceRevenueGrp/Desc3Registration fees
IRS990/ProgramServiceRevenueGrp/Desc4Sponsorship Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0337452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1539292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt244777
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3158383
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4262652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0337452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1539292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt244777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3158383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4262652
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt016696
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01214862
IRS990/PYProgramServiceRevenueAmt01243011
IRS990/PYRevenuesLessExpensesAmt044845
IRS990/PYTotalExpensesAmt01214862
IRS990/PYTotalRevenueAmt01259707
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032471
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0502365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0503371
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/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization delegates its administrative and financial duties to IntrinXec Management, Inc., an association managment company.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization has two levels of membership, Individual and Corporate. All membersare entitled to the following benefits: Permission to display the Association logoon premises, free or discounted access to tools, programs, seminars, etc., access tothe Assocation Career Center listings, participation in research projects andbenchmark studies and receiving by electronic transmission the publications of theAssociation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 will be submitted to the Treasurer for review prior to being submitted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Management company and the Board of Directors annually disclose any potentialconflicts of interest and take action as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No employees. Board reviews contract of management company on a periodic basis to determine that services are provided at fair value.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No employees. Board reviews contract of management company on a periodic basis to determine that services are provided at fair value.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01717064
IRS990/TotalAssetsEOYAmt01972742
IRS990/TotalAssetsGrp/BOYAmt01717064
IRS990/TotalAssetsGrp/EOYAmt01972742
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01355461
IRS990/TotalGrossUBIAmt06214
IRS990/TotalLiabilitiesBOYAmt0424536

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,972,742
Liabilities
$586,014
Net assets
$1,386,728
Revenue
$1,387,932
Expenses
$1,355,461
Net income
$32,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.39$1.41$1.54$1.55$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.59$1.39$1.39$1.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.42$1.29$1.26$1.21$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.43$1.38$1.51$1.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.64$0.90$1.31$1.15$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.62$0.26$1.13$1.27$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.47$0.39$1.11$0.99$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.36$0.28$0.91$0.79$0.12