Civic Intelligence

Association for Comprehensive Energy Psychology

990 • Fiscal year 2023 • EIN 33-0832999

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

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

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$157,846

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

7th percentile

-29%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

4.0%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$293,691

Down $122,882 (-29%) from 2022

Net Assets

Down

$277,945

Down $128,313 (-32%) from 2022

Liabilities

Up

$15,746

Up $5,431 (+53%) from 2022

Revenue

Up

$819,755

Up $31,898 (+4.0%) from 2022

Expenses

Down

$948,068

Down $28,063 (-2.9%) from 2022

Net Income

Up

-$128,313

Up $59,961 (+32%) from 2022

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 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 2023: $293,691Liabilities 2023: $15,746Net Assets 2023: $277,9452023Assets 2024: $289,147Liabilities 2024: $3,334Net Assets 2024: $285,8132024

Highlighted filing

2023

Assets$293,691
Liabilities$15,746
Net Assets$277,945

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 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 2023: $819,755Expenses 2023: $948,068Net Income 2023: -$128,3132023Revenue 2024: $823,344Expenses 2024: $816,375Net Income 2024: $6,9692024

Highlighted filing

2023

Revenue$819,755
Expenses$948,068
Net Income-$128,313
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.0
Gross Receipts
$819,755
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$365,361$273,296▼ $92,065
Pledges and Grants Receivable$21,000--
Intangible Assets$17,998$8,181▼ $9,817
Prepaid Expenses and Deferred Charges$6,214$6,214→ $0
Total Assets$416,573$293,691▼ $122,882
Other Assets Total$6,000$6,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,315$15,746▲ $5,431
Total Liabilities$10,315$15,746▲ $5,431
Net Assets / Fund Balance
Net Assets With Donor Restrictions$45,509$146,008▲ $100,499
Net Assets Without Donor Restrictions$360,749$131,937▼ $228,812
Total Net Assets Fund Balance$406,258$277,945▼ $128,313
Total Liabilities and Net Assets / Fund Balance$416,573$293,691▼ $122,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert SchwarzExecutive DiFT$157,846$157,846
Robert SchwarzExecutive Director-$157,846$157,846

Board Members and Trustees

NameTitle
Pamela AltafferPresident
Joan KaylorDirector
Julie GeorgeDirector
Kerri MorrisonDirector
Robert BrayDirector
Sarah MurphyDirector
Sarette ZechariaDirector
Shawn BlueDirector
Sherry ObrianDirector
Lori HopsPast Preside
Kerri HusmenSecretary
David MackayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,795
Program Service Revenue
$657,266
Investment Income
$27,923
Other Revenue
$59,771
All Other Contributions
$74,795
Change in Net Assets
$-128,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$574,061
Salaries, Compensation, and Employee Benefits$374,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,075$116,491-$337,566
Conferences and Meetings$248,183--$248,183
Occupancy-$46,123-$46,123
Other Expenses$28,869$89,370-$28,869
Fees for Services Lobbying-$23,484-$23,484
Payroll Taxes$15,235$8,029-$23,264
Other Employee Benefits$8,630$4,547-$13,177
Depreciation Depletion$9,817--$9,817
All Other Expenses$6,922--$6,922
Insurance-$6,044-$6,044
Fees for Services Accounting-$851-$851
Total Functional Expenses$653,129$294,939$0$948,068
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schwarz
Voting Board Members
13
Independent Board Members
13
Employees
3

Preparer

Firm
Lopez Teodosio & Larkin LLC
Address
413 EXECUTIVE DRIVE, LANGHORNE, PA 19047
Preparer
Stephen Mooney Ea
Phone
2155791580
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Management and general expenses for the operation of the organization

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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/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-128313
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt058425
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt058425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0168375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018000
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0744960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0725856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0691949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0802315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01109969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04075049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99610
IRS990ScheduleA/PublicSupportPY509Pct00.99260
IRS990ScheduleA/PublicSupportTotal509Amt04575075
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0819755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0787857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0860324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0847383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01259756
IRS990ScheduleA/Total509Grp/TotalAmt04575075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0819755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0787857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0860324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0847383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01277756
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04593075
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesAmt023484
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0LOBBYIST CONSULTANT PROVIDES GOVERNMENTAL RELATIONS MANAGEMENT FOR ACEP. THE CONSULTANT PROVIDES GUIDANCE AND ASSISTANCE WITH ALL LEGISLATIVE AND REGULATORY ISSUES THAT COME BEFORE THE FEDERAL GOVERNMENT RELATED TO RELEVANT ACEP PRIORITIES AND OBJECTIVES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt023484
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT SCHWARZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157846
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT AND GENERAL EXPENSES FOR THE OPERATION OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS CIRCULATED TO MEMBERS OF THE GOVERNING BODY ELECTRONICALLY FOR REVIEW BEFORE THE FORM 990 IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOR THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IT WAS DETERMINED BY A COMPARABILITY DATA STUDY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0416573
IRS990/TotalAssetsEOYAmt0293691
IRS990/TotalAssetsGrp/BOYAmt0416573
IRS990/TotalAssetsGrp/EOYAmt0293691
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt074795
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0294939
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0653129
IRS990/TotalFunctionalExpensesGrp/TotalAmt0948068
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010315
IRS990/TotalLiabilitiesEOYAmt015746
IRS990/TotalLiabilitiesGrp/BOYAmt010315
IRS990/TotalLiabilitiesGrp/EOYAmt015746
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0406258
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277945
IRS990/TotalProgramServiceExpensesAmt0653129
IRS990/TotalProgramServiceRevenueAmt0657266
IRS990/TotalReportableCompFromOrgAmt0157846
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0744960
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0819755
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0416573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0293691
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

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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
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.28$0.82$0.95$0.13
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
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