Civic Intelligence

International Association Of

990EZ • Fiscal year 2015 • EIN 35-2041348

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 30, 2016

216 W Jackson Blvd Suite 625Chicago, IL 60606

(312) 252-2501

Siviq Scores

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

Liabilities / Assets

75th percentile

0.12x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.05x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2015

Assets

Down

$52,705

Down $18,060 (-26%) from 2013

Net Assets

Down

$46,230

Down $24,135 (-34%) from 2013

Liabilities

Up

$6,475

Up $6,075 (+1519%) from 2013

Revenue

Down

$127,920

Down $35,570 (-22%) from 2013

Expenses

Down

$160,995

Down $459 (-0.3%) from 2013

Net Income

Down

-$33,075

Down $35,111 (-1725%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $70,765Liabilities 2013: $400Net Assets 2013: $70,3652013Assets 2015: $52,705Liabilities 2015: $6,475Net Assets 2015: $46,2302015Assets 2017: $19,125Liabilities 2017: $8,987Net Assets 2017: $10,1382017Assets 2018: $29,692Liabilities 2018: $11,000Net Assets 2018: $18,6922018Assets 2019: $143,218Liabilities 2019: $121,512Net Assets 2019: $21,7062019Assets 2021: $85,409Liabilities 2021: $55,990Net Assets 2021: $29,4192021Assets 2022: $90,975Liabilities 2022: $4,750Net Assets 2022: $86,2252022Assets 2023: $98,690Liabilities 2023: $450Net Assets 2023: $98,2402023Assets 2024: $114,209Liabilities 2024: $14,635Net Assets 2024: $99,5742024

Highlighted filing

2015

Assets$52,705
Liabilities$6,475
Net Assets$46,230

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $163,490Expenses 2013: $161,454Net Income 2013: $2,0362013Revenue 2015: $127,920Expenses 2015: $160,995Net Income 2015: -$33,0752015Revenue 2017: $145,784Expenses 2017: $172,728Net Income 2017: -$26,9442017Revenue 2018: $166,524Expenses 2018: $157,970Net Income 2018: $8,5542018Revenue 2019: $180,418Expenses 2019: $177,404Net Income 2019: $3,0142019Revenue 2021: $62,375Expenses 2021: $42,057Net Income 2021: $20,3182021Revenue 2022: $123,595Expenses 2022: $66,789Net Income 2022: $56,8062022Revenue 2023: $64,575Expenses 2023: $52,560Net Income 2023: $12,0152023Revenue 2024: $50,342Expenses 2024: $49,008Net Income 2024: $1,3342024

Highlighted filing

2015

Revenue$127,920
Expenses$160,995
Net Income-$33,075
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 30, 2016
Return Version
2015v2.1
Gross Receipts
$127,920
Mission and Program Overview

Mission

To inspire and educate advisors, helping them make philanthropic planning an integral part of their practice, to create a unique network of support through collegial relationships among a diverse spectrum of professionals, and to promote the highest ethical standards in philanthropic planning.

Program Services

DescriptionGrantsExpenses
OUR ORGANIZATION HELD A SPRING CONFERENCE,BOARD RETREAT AND MONTHLY WEBINARS TO REINFORCE WEALTH-COUNSELING IDEALS AND EMPOWER ADVISORS TO HELP THEIR CLIENTS TRANSFORM COMMUNITIES THROUGH INSPIRED GIVING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD FITHIANPresident-$0--
PAMELA AVERICKSecretary/Tr-$0--
CHRISTOPHER JACOBDirector-$0--
DAVID HOLADAYDirector-$0--
LAURA MALONEVice Preside-$0--
ADAM MILLERDirector-$0--
MARTY DUTCHDirector-$0--
DAVID TAYLORDirector-$0--
ELLEN ISRAELSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
International Association of
EIN
35-2041348
Phone
3122522501
Address
216 W JACKSON BLVD SUITE 625, CHICAGO, IL 60606

Signing Officer

Name
Todd Fithian
Title
President
Phone
3122522501
Signed
2016-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Hash CPA Group LLC
Address
PO BOX 637, FRANKLIN, IN 46131-0637
Preparer
Dennis J Hash
Phone
3177382366
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing and internet 5,432 office supplies 22 spring conference 76,729 webinar expense 985 aip - ny chapter event 185 board retreat 5,054 insurance 2,126 telephone 1,204 bank fees 5,360 recognition 595 licenses and permits 685 total 98,377

Form 990-ez, Part II, Line 24

Accounts receivable 3,000 0 prepaid expenses and deferred charges 0 7,560 website development 9,977 9,977 less accumulated depreciation 9,977 9,977 goodwill 2,880 2,880 less accumulated amortization 2,521 2,713 total 3,359 7,727

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,350 6,475

Form 990-ez, Part III

To inspire and educate advisors, helping them make philanthropic planning an integral part of their practice, to create a unique network of support through collegial relationships among a diverse spectrum of professionals, and to promote the highest ethical standards in philanthropic planning.

Form 990-ez, Part III, Line 28

Our organization held a spring conference,board retreat and monthly webinars to reinforce wealth-counseling ideals and empower advisors to help their clients transform communities through inspired giving.

Raw XML Appendix131 raw XML fields

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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID HOLADAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA MALONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADAM MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARTY DUTCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELLEN ISRAELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt07727
IRS990EZ/OtherExpensesTotalAmt098377
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INSPIRE AND EDUCATE ADVISORS, HELPING THEM MAKE PHILANTHROPIC PLANNING AN INTEGRAL PART OF THEIR PRACTICE, TO CREATE A UNIQUE NETWORK OF SUPPORT THROUGH COLLEGIAL RELATIONSHIPS AMONG A DIVERSE SPECTRUM OF PROFESSIONALS, AND TO PROMOTE THE HIGHEST ETHICAL STANDARDS IN PHILANTHROPIC PLANNING.
IRS990EZ/PrintingPublicationsPostageAmt0269
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR ORGANIZATION HELD A SPRING CONFERENCE,BOARD RETREAT AND MONTHLY WEBINARS TO REINFORCE WEALTH-COUNSELING IDEALS AND EMPOWER ADVISORS TO HELP THEIR CLIENTS TRANSFORM COMMUNITIES THROUGH INSPIRED GIVING.
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0160995
IRS990EZ/TotalRevenueAmt0127920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ADVISORSINPHILANTHROPY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING AND INTERNET 5,432 OFFICE SUPPLIES 22 SPRING CONFERENCE 76,729 WEBINAR EXPENSE 985 AIP - NY CHAPTER EVENT 185 BOARD RETREAT 5,054 INSURANCE 2,126 TELEPHONE 1,204 BANK FEES 5,360 RECOGNITION 595 LICENSES AND PERMITS 685 TOTAL 98,377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,000 0 PREPAID EXPENSES AND DEFERRED CHARGES 0 7,560 WEBSITE DEVELOPMENT 9,977 9,977 LESS ACCUMULATED DEPRECIATION 9,977 9,977 GOODWILL 2,880 2,880 LESS ACCUMULATED AMORTIZATION 2,521 2,713 TOTAL 3,359 7,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,350 6,475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO INSPIRE AND EDUCATE ADVISORS, HELPING THEM MAKE PHILANTHROPIC PLANNING AN INTEGRAL PART OF THEIR PRACTICE, TO CREATE A UNIQUE NETWORK OF SUPPORT THROUGH COLLEGIAL RELATIONSHIPS AMONG A DIVERSE SPECTRUM OF PROFESSIONALS, AND TO PROMOTE THE HIGHEST ETHICAL STANDARDS IN PHILANTHROPIC PLANNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR ORGANIZATION HELD A SPRING CONFERENCE,BOARD RETREAT AND MONTHLY WEBINARS TO REINFORCE WEALTH-COUNSELING IDEALS AND EMPOWER ADVISORS TO HELP THEIR CLIENTS TRANSFORM COMMUNITIES THROUGH INSPIRED GIVING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PhoneNum03177382366
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS J HASH
ReturnHeader/ReturnTs02016-10-21T07:16:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings