Civic Intelligence

Association for Comprehensive Energy Psychology

990 • Fiscal year 2019 • EIN 33-0832999

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 28, 2020

28 Garrett AvenueBryn Mawr, PA 19010

(619) 861-2237

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$165,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

96th percentile

109%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$416,750

Up $217,412 (+109%) from 2018

Net Assets

Up

$416,448

Up $228,339 (+121%) from 2018

Liabilities

Down

$302

Down $10,927 (-97%) from 2018

Revenue

Up

$1,277,756

Up $163,685 (+15%) from 2018

Expenses

Up

$1,049,417

Up $76,436 (+7.9%) from 2018

Net Income

Up

$228,339

Up $87,249 (+62%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $119,839Liabilities 2011: $3,981Net Assets 2011: $115,8582011Assets 2012: $98,500Liabilities 2012: $1,899Net Assets 2012: $96,6012012Assets 2013: $115,168Liabilities 2013: $1,906Net Assets 2013: $113,2622013Assets 2014: $97,530Liabilities 2014: $1,850Net Assets 2014: $95,6802014Assets 2015: $100,821Liabilities 2015: $3,192Net Assets 2015: $97,6292015Assets 2016: $133,441Liabilities 2016: $3,100Net Assets 2016: $130,3412016Assets 2018: $199,338Liabilities 2018: $11,229Net Assets 2018: $188,1092018Assets 2019: $416,750Liabilities 2019: $302Net Assets 2019: $416,4482019Assets 2020: $473,996Liabilities 2020: $18,000Net Assets 2020: $455,9962020Assets 2021: $609,610Liabilities 2021: $15,078Net Assets 2021: $594,5322021Assets 2022: $416,573Liabilities 2022: $10,315Net Assets 2022: $406,2582022Assets 2024: $289,147Liabilities 2024: $3,334Net Assets 2024: $285,8132024

Highlighted filing

2019

Assets$416,750
Liabilities$302
Net Assets$416,448

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $567,0402011Expenses 2012: $751,6582012Revenue 2013: $713,931Expenses 2013: $697,270Net Income 2013: $16,6612013Revenue 2014: $760,202Expenses 2014: $777,784Net Income 2014: -$17,5822014Revenue 2015: $1,063,612Expenses 2015: $1,061,663Net Income 2015: $1,9492015Revenue 2016: $982,568Expenses 2016: $949,856Net Income 2016: $32,7122016Revenue 2018: $1,114,071Expenses 2018: $972,981Net Income 2018: $141,0902018Revenue 2019: $1,277,756Expenses 2019: $1,049,417Net Income 2019: $228,3392019Revenue 2020: $847,383Expenses 2020: $807,835Net Income 2020: $39,5482020Revenue 2021: $860,324Expenses 2021: $721,788Net Income 2021: $138,5362021Revenue 2022: $787,857Expenses 2022: $976,131Net Income 2022: -$188,2742022Revenue 2024: $823,344Expenses 2024: $816,375Net Income 2024: $6,9692024

Highlighted filing

2019

Revenue$1,277,756
Expenses$1,049,417
Net Income$228,339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 28, 2020
Return Version
2019v5.0
Gross Receipts
$1,277,756
Mission and Program Overview

Mission

To provide education and promote awareness of energy psychology

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$165,215$314,002▲ $148,787
Accounts Receivable$2,540$91,560▲ $89,020
Prepaid Expenses and Deferred Charges$25,583$5,188▼ $20,395
Total Assets$199,338$416,750▲ $217,412
Other Assets Total$6,000$6,000→ $0
Liabilities
Other Liabilities$11,229$302▼ $10,927
Total Liabilities$11,229$302▼ $10,927
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$145,197$375,868▲ $230,671
Net Assets With Donor Restrictions$42,912$40,580▼ $2,332
Total Net Assets Fund Balance$188,109$416,448▲ $228,339
Total Liabilities and Net Assets / Fund Balance$199,338$416,750▲ $217,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SchwarzExecutive DiFT$165,000-$165,000
Robert SchwarzExecutive Director-$165,000-$165,000
Lynn KarjalaDirector-$5,602$500$6,102
Phillip MollonPresident-$3,925$500$4,425
Craig WeinerDirector--$500$500
Debby VajdaDirector--$500$500
Fred GalloDirector--$500$500
Julie GeorgeDirector--$500$500
Kristin HolthuisDirector--$500$500
Lori HopsDirector--$500$500
Mark LomaxDirector--$500$500
Pam AltafferDirector--$500$500
Paula ShawDirector--$500$500
Sherry ObrianDirector--$500$500
Stephanie TaylorDirector--$500$500
Suzanne ConnollyDirector--$500$500
Sylvia StengleDirector--$500$500
Wade CockburnDirector--$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$149,787
Program Service Revenue
$1,073,974
Investment Income
$211
Other Revenue
$53,784
All Other Contributions
$149,787
Change in Net Assets
$228,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$674,674
Salaries, Compensation, and Employee Benefits$374,743
Total Fundraising Expense$24,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,800$201,309$22,368$338,477
Conferences and Meetings$317,787--$317,787
Occupancy-$51,095-$51,095
Payroll Taxes$8,227$14,426$1,603$24,256
All Other Expenses$3,563$9,528-$13,091
Other Expenses$39,925$12,527-$12,527
Other Employee Benefits$4,074$7,142$794$12,010
Fees for Services Accounting-$9,155-$9,155
Office Expenses-$8,204-$8,204
Insurance-$3,151-$3,151
Total Functional Expenses$685,587$339,065$24,765$1,049,417
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
Payroll Liabilities$302
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

The return is circulated to members of the governing body electronically for review before the form 990 is filed

Form 990, Page 6, Part VI, Line 12C

All board directors and officers of the organization are required to disclose conflicts of interest on an annual basis and the conflicts are reviewed by the executive director

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

For the executive director's annual salary it was determined by a comparability data study

Form 990, Page 6, Part VI, Line 19

All governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Association for Comprehensive
EIN
33-0832999
Phone
6198612237
Address
28 GARRETT AVENUE, BRYN MAWR, PA 19010

Signing Officer

Name
Robert Schwarz
Title
Executive Director
Phone
6198612237
Signed
2020-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schwarz
Voting Board Members
17
Independent Board Members
17
Employees
4

Preparer

Firm
Lopez Teodosio & Larkin LLC
Address
413 EXECUTIVE DRIVE, LANGHORNE, PA 19047
Preparer
Peter D Place CPA
Phone
2155791580
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05842
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15443
IRS990/OtherRevenueTotalAmt011285
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022368
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0201309
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0114800
IRS990/OtherSalariesAndWagesGrp/TotalAmt0338477
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01603
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014426
IRS990/PayrollTaxesGrp/ProgramServicesAmt08227
IRS990/PayrollTaxesGrp/TotalAmt024256
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025583
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05188
IRS990/PrincipalOfficerNm0ROBERT SCHWARZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CEP AND ONLINE COURSES INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3EFT CERTIFICATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0466774
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1355695
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2155430
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt396075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0466774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1355695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2155430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt396075
IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP TO PROMPT AND EDUCATE IN THE FIELD OF ENERGY PSYCHOLOGY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020170
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION PROGRAMS AND ONLINE COURSES OFFERED IN ENERGY PSYCHOLOGY PROGRAMS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0292272
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt064
IRS990/PYOtherExpensesAmt0663083
IRS990/PYOtherRevenueAmt048533
IRS990/PYProgramServiceRevenueAmt01045474
IRS990/PYRevenuesLessExpensesAmt0141090
IRS990/PYSalariesCompEmpBnftPaidAmt0309898
IRS990/PYTotalExpensesAmt0972981
IRS990/PYTotalRevenueAmt01114071
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0228339
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt018000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt024499
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt024499
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt023,507
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0230447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0146670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0166889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0132375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0826168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04632
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt062128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01109969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0865624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0766907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0811047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0925211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04478758
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04632
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt062128
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023507
IRS990ScheduleA/OtherIncome509Grp/TotalAmt023507
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98410
IRS990ScheduleA/PublicSupportPY509Pct00.98450
IRS990ScheduleA/PublicSupportTotal509Amt05304926
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01259756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01096071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0913577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0977936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01057586
IRS990ScheduleA/Total509Grp/TotalAmt05304926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01277756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01114071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0952554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0982568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01063612
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05390561
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
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt0302
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT SCHWARZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0165000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS CIRCULATED TO MEMBERS OF THE GOVERNING BODY ELECTRONICALLY FOR REVIEW BEFORE THE FORM 990 IS FILED

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.82$0.82$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.41$0.79$0.98$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.02$0.59$0.86$0.72$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.02$0.46$0.85$0.81$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.28$1.05$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.01$0.19$1.11$0.97$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.98$0.95$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$1.06$1.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.76$0.78$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.11$0.71$0.70$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.57