Civic Intelligence

International Association Of

990EZ • Fiscal year 2017 • EIN 35-2041348

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 28, 2017

1120 Chester Avenue Suite 470Cleveland, OH 44114

(216) 621-3215

Siviq Scores

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

Liabilities / Assets

91st percentile

0.47x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

63rd percentile

6.8%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$19,125

Down $33,580 (-64%) from 2015

Net Assets

Down

$10,138

Down $36,092 (-78%) from 2015

Liabilities

Up

$8,987

Up $2,512 (+39%) from 2015

Revenue

Up

$145,784

Up $17,864 (+14%) from 2015

Expenses

Up

$172,728

Up $11,733 (+7.3%) from 2015

Net Income

Up

-$26,944

Up $6,131 (+19%) from 2015

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

2017

Assets$19,125
Liabilities$8,987
Net Assets$10,138

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

2017

Revenue$145,784
Expenses$172,728
Net Income-$26,944
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$145,784
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 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
LAURA MALONEPresident-$0--
DAVID TAYLORVice Preside-$0--
RODNEY ZEEBSecretary/Tr-$0--
TODD FITHIANDirector-$0--
ADAM MILLERDirector-$0--
MARTY DUTCHDirector-$0--
ELLEN ISRAELSONDirector-$0--
PETER LIEFERDirector-$0--
NNAMDI OKAFORDirector-$0--
BRIAN KASALDirector-$0--
Filing and Contact Details

Filer

Filer Name
International Association of
EIN
35-2041348
Phone
2166213215
Address
1120 CHESTER AVENUE SUITE 470, CLEVELAND, OH 44114

Signing Officer

Name
Laura Malone
Title
President
Phone
2166213215
Signed
2017-08-28
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 8,724 office supplies 514 small office equipment 1,535 travel to conference 24 spring conference 84,865 webinar expense 1,517 aip - oregon chapter event 4,638 aip - ny chapter event 17 insurance 2,126 telephone 1,206 bank fees 7,250 recognition 570 internet services 101 total 113,087

Form 990-ez, Part II, Line 24

Accounts receivable 4,250 771 prepaid expenses and deferred charges 0 3,148 website development 9,977 9,977 less accumulated depreciation 9,977 9,977 goodwill 2,880 2,880 less accumulated amortization 2,809 2,834 total 4,321 3,965

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,600 8,987

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 and monthly webinars to reinforce wealth-counseling ideals and empower advisors to help their clients transform communities through inspired giving.

Raw XML Appendix139 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING AND INTERNET 8,724 OFFICE SUPPLIES 514 SMALL OFFICE EQUIPMENT 1,535 TRAVEL TO CONFERENCE 24 SPRING CONFERENCE 84,865 WEBINAR EXPENSE 1,517 AIP - OREGON CHAPTER EVENT 4,638 AIP - NY CHAPTER EVENT 17 INSURANCE 2,126 TELEPHONE 1,206 BANK FEES 7,250 RECOGNITION 570 INTERNET SERVICES 101 TOTAL 113,087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 4,250 771 PREPAID EXPENSES AND DEFERRED CHARGES 0 3,148 WEBSITE DEVELOPMENT 9,977 9,977 LESS ACCUMULATED DEPRECIATION 9,977 9,977 GOODWILL 2,880 2,880 LESS ACCUMULATED AMORTIZATION 2,809 2,834 TOTAL 4,321 3,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,600 8,987
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 AND MONTHLY WEBINARS TO REINFORCE WEALTH-COUNSELING IDEALS AND EMPOWER ADVISORS TO HELP THEIR CLIENTS TRANSFORM COMMUNITIES THROUGH INSPIRED GIVING.
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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
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ReturnHeader/ReturnTs02017-10-18T08:42:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings