Civic Intelligence

Illinois Psychological Association

990 • Fiscal year 2018 • EIN 36-6109267

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 09, 2019

67 E Madison St No 1817Chicago, IL 60603

(312) 372-7610

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

3.1%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$60,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

7.3%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$399,751

Up $13,484 (+3.5%) from 2017

Net Assets

Up

$399,667

Up $14,801 (+3.8%) from 2017

Liabilities

Down

$84

Down $1,317 (-94%) from 2017

Revenue

Up

$473,071

Up $32,114 (+7.3%) from 2017

Expenses

Down

$458,270

Down $56,606 (-11%) from 2017

Net Income

Up

$14,801

Up $88,720 (+120%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2014: $472,506Liabilities 2014: $250Net Assets 2014: $472,2562014Assets 2015: $504,215Liabilities 2015: $5,017Net Assets 2015: $499,1982015Assets 2016: $459,959Liabilities 2016: $1,174Net Assets 2016: $458,7852016Assets 2017: $386,267Liabilities 2017: $1,401Net Assets 2017: $384,8662017Assets 2018: $399,751Liabilities 2018: $84Net Assets 2018: $399,6672018Assets 2021: $693,725Liabilities 2021: $1,522Net Assets 2021: $692,2032021Assets 2022: $857,030Liabilities 2022: -$1,004Net Assets 2022: $858,0342022Assets 2023: $938,834Liabilities 2023: $1,981Net Assets 2023: $936,8532023Assets 2024: $1,041,417Liabilities 2024: $2,505Net Assets 2024: $1,038,9122024

Highlighted filing

2018

Assets$399,751
Liabilities$84
Net Assets$399,667

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $759,796Expenses 2014: $729,806Net Income 2014: $29,9902014Revenue 2015: $590,335Expenses 2015: $563,393Net Income 2015: $26,9422015Revenue 2016: $511,287Expenses 2016: $551,700Net Income 2016: -$40,4132016Revenue 2017: $440,957Expenses 2017: $514,876Net Income 2017: -$73,9192017Revenue 2018: $473,071Expenses 2018: $458,270Net Income 2018: $14,8012018Revenue 2021: $426,441Expenses 2021: $320,606Net Income 2021: $105,8352021Revenue 2022: $482,005Expenses 2022: $316,175Net Income 2022: $165,8302022Revenue 2023: $454,083Expenses 2023: $375,264Net Income 2023: $78,8192023Revenue 2024: $564,762Expenses 2024: $462,703Net Income 2024: $102,0592024

Highlighted filing

2018

Revenue$473,071
Expenses$458,270
Net Income$14,801
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 9, 2019
Return Version
2017v2.3
Gross Receipts
$473,071
Mission and Program Overview

Mission

Advance psychology as a science and a profession, and as a means of promoting human welfare.

Professional business association for psychologists

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$379,317$392,801▲ $13,484
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$386,267$399,751▲ $13,484
Other Assets Total$6,950$6,950→ $0
Liabilities
Other Liabilities$1,401$84▼ $1,317
Total Liabilities$1,401$84▼ $1,317
Net Assets / Fund Balance
Unrestricted Net Assets$384,866$399,667▲ $14,801
Total Net Assets Fund Balance$384,866$399,667▲ $14,801
Total Liabilities and Net Assets / Fund Balance$386,267$399,751▲ $13,484

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$39,868$39,868
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marsha KareyExecutive DirectorFT$60,000$60,000
Terrence Koller PhdLegislative LiaisonPT$55,000$55,000

Board Members and Trustees

NameTitle
Laura Faynor - Ciha PhdPast President
Lynda BehrendtPresident
Kalyani Gopal PhdPresident Elect
Susan Zoline Phd AbppAcademic Section
Cliff Saper PhdApa Council Representative
Patricia Farrell PhdClinical Practice Section
Andrea Seefeldt PsydEarly Career Psychologists
Kathy Borchardt PsydHaelth & Rehabilitation Section
Matthew HaringsIpags
Alice Bernstein PhdMetropolitan Region
Erin Alexander PsydMetropolitan Region
Patricia Pimental PsydMetropolitan Region
Joseph Troiani PhdMilitary Psychology Sectio
Mary Dellorto PsydNorth Central Region
Theresa Schultz PhdNorth Region
Lisa Page PsydOrganizational & Business Consulting
Cristina Cox PhdSecretary
Daniel Brewer PsydSexual Orientation and Gender Identity
Abigail Brown PsydSocial Responsibility Section
Anna Hickey PhdSouth Central Region
Jeffrey Kellogg PsydSouth Region
Margo Jacquot PsydTreasurer
Patricia Walker PhdWOMEN'S ISSUES SECTION
Revenue and Support

Revenue Composition

Contributions and Grants
$356,009
Program Service Revenue
$116,569
Investment Income
$493
Other Revenue
$0
All Other Contributions
$73,852
Change in Net Assets
$14,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,215
Salaries, Compensation, and Employee Benefits$128,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$115,000
Conferences and Meetings---$95,225
Fees for Services Lobbying---$90,600
Occupancy---$53,817
Office Expenses---$42,204
Insurance---$16,409
Fees for Services Accounting---$12,904
Other Salaries and Wages---$11,655
Advertising---$9,500
Information Technology---$6,456
Fees for Services Legal---$3,100
Payroll Taxes---$1,400
Total Functional Expenses$0$0$0$458,270
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
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$60,311
Total Nondeductible Lobbying and Political Cost$60,311
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$84
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Form 990 is reviewed by the managing board members prior to filing.

Form 990, Part VI, Section C, Line 19

Public disclosure is not required.

Filing and Contact Details

Filer

Filer Name
Illinois Psychological Association
EIN
36-6109267
Phone
3123727610
Address
67 E MADISON ST NO 1817, CHICAGO, IL 60603

Signing Officer

Name
Marsha Karey
Title
Executive Director
Phone
3123727610
Signed
2019-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Karey
Formed
1936
Legal Domicile
Il
Voting Board Members
23
Independent Board Members
23
Employees
2
Volunteers
0

Preparer

Firm
Daniel M Weitzman CPA LLC
Address
2700 PATRIOT BOULEVARD-SUITE 400, GLENVIEW, IL 60026
Preparer
Daniel M Weitzman
Phone
8479045188
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No process change from the prior year

Raw XML AppendixShowing 400 of 443 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6ACADEMIC SECTION
IRS990/Form990PartVIISectionAGrp/TitleTxt7CLINICAL PRACTICE SECTION
IRS990/Form990PartVIISectionAGrp/TitleTxt8ORGANIZATIONAL & BUSINESS CONSULTING
IRS990/Form990PartVIISectionAGrp/TitleTxt9EARLY CAREER PSYCHOLOGISTS
IRS990/Form990PartVIISectionAGrp/TitleTxt10HAELTH & REHABILITATION SECTION
IRS990/Form990PartVIISectionAGrp/TitleTxt11IPAGS
IRS990/Form990PartVIISectionAGrp/TitleTxt12MILITARY PSYCHOLOGY SECTIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13SEXUAL ORIENTATION AND GENDER IDENTITY
IRS990/Form990PartVIISectionAGrp/TitleTxt14SOCIAL RESPONSIBILITY SECTION
IRS990/Form990PartVIISectionAGrp/TitleTxt15WOMEN'S ISSUES SECTION
IRS990/Form990PartVIISectionAGrp/TitleTxt16SOUTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt17SOUTH CENTRAL REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt18METROPOLITAN REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt19METROPOLITAN REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt20METROPOLITAN REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt21NORTH REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt22NORTH CENTRAL REGION
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IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0473071
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt06456
IRS990/InsuranceGrp/TotalAmt016409
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0493
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0493
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039868
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt039868
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0282157
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ADVANCE PSYCHOLOGY AS A SCIENCE AND A PROFESSION, AND AS A MEANS OF PROMOTING HUMAN WELFARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0384866
IRS990/NetAssetsOrFundBalancesEOYAmt0399667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt053817
IRS990/OfficeExpensesGrp/TotalAmt042204
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06950
IRS990/OtherAssetsTotalGrp/EOYAmt06950
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01401
IRS990/OtherLiabilitiesGrp/EOYAmt084
IRS990/OtherSalariesAndWagesGrp/TotalAmt011655
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01400
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARSHA KAREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541800
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTION AND WORKSHO
IRS990/ProgramServiceRevenueGrp/Desc1NEWSLETTER ADVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0112443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0112443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14126
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt04126
IRS990/ProgSrvcAccomActy2Grp/Desc0NEWSLETTER AND PUBLICATIONS SERVICE OUTPUT: NEWSLETTERS AND BROCHURES PROVIDE INFORMATION, NEWS UPDATES, AND DEVELOPMENTS IN PROFESSION
IRS990/ProgSrvcAccomActy3Grp/Desc0CONSUMER INFORMATION/CONTINUING EDUCATION SERVICE OUTPUT: PARTICIPANTS' INVOLVEMENT PROVIDES INFORMATION TO PUBLIC REGARDING FIELD OF PSYCHOLOGY
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0354314
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034
IRS990/PYOtherExpensesAmt0368521
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt086609
IRS990/PYRevenuesLessExpensesAmt0-73919
IRS990/PYSalariesCompEmpBnftPaidAmt0146355
IRS990/PYTotalExpensesAmt0514876
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0440957
IRS990/ReconcilationRevenueExpnssAmt014801
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0379317
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0392801
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt060311
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0282157
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt060311
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt060311
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039868
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt039868
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt084
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE MANAGING BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLIC DISCLOSURE IS NOT REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO PROCESS CHANGE FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0386267
IRS990/TotalAssetsEOYAmt0399751
IRS990/TotalAssetsGrp/BOYAmt0386267
IRS990/TotalAssetsGrp/EOYAmt0399751
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0356009
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0458270
IRS990/TotalGrossUBIAmt04126
IRS990/TotalLiabilitiesBOYAmt01401
IRS990/TotalLiabilitiesEOYAmt084
IRS990/TotalLiabilitiesGrp/BOYAmt01401
IRS990/TotalLiabilitiesGrp/EOYAmt084
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0384866
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0399667
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0116569
IRS990/TotalReportableCompFromOrgAmt0115000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0112936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0473071
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04126
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0386267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0399751
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0384866
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0399667
IRS990/UponRequestInd0X

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