Civic Intelligence

Enneagram Association in the Narrative Tradition

990EZ • Fiscal year 2016 • EIN 41-1923867

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization ProfileN/A
20131 Spring Gulch RdMorrison, CO 80465

(513) 872-5162

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$44,403

Up $9,271 (+26%) from 2015

Net Assets

$44,403

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$44,314

Up $15,940 (+56%) from 2015

Expenses

Down

$35,043

Down $1,777 (-4.8%) from 2015

Net Income

Up

$9,271

Up $17,717 (+210%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$100K$50K$0Assets 2011: $99,811Liabilities 2011: $2,7902011Assets 2012: $74,554Liabilities 2012: $1,8002012Assets 2013: $54,514Liabilities 2013: $9,8482013Assets 2014: $52,317Liabilities 2014: $8,7392014Assets 2015: $35,132Liabilities 2015: $02015Assets 2016: $44,403Liabilities 2016: $0Net Assets 2016: $44,4032016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$44,403
Liabilities$0
Net Assets$44,403
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $47,824Expenses 2011: $64,287Net Income 2011: -$16,4632011Revenue 2012: $86,313Expenses 2012: $110,580Net Income 2012: -$24,2672012Revenue 2013: $106,254Expenses 2013: $134,342Net Income 2013: -$28,0882013Revenue 2014: $86,333Expenses 2014: $87,421Net Income 2014: -$1,0882014Revenue 2015: $28,374Expenses 2015: $36,820Net Income 2015: -$8,4462015Revenue 2016: $44,314Expenses 2016: $35,043Net Income 2016: $9,2712016Revenue 2017: $33,604Expenses 2017: $40,288Net Income 2017: -$6,6842017

Highlighted filing

2016

Revenue$44,314
Expenses$35,043
Net Income$9,271
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Gross Receipts
$44,314
Mission and Program Overview

Mission

MEMBER EDUCATION

Program Services

DescriptionGrantsExpenses
THE MAIN PURPOSE IS TO PROMOTE THE IDEALS AND BELIEFS OF THIS ORGANIZATION TO ITS MEMBERS VIA CONFERENCES.$11,400$35,043
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA HECKPresidentPT$0--
THOMAS A BALDWINPast-Pres/Tr-$0--
BARB ALLGAIERSecretary-$0--
JOYCE PLAZAMember At La-$0--
JOHN BRETTMember At La-$0--
ANNE GEARYMember At La-$0--
LAURA VALTONENMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Enneagram Association in the
EIN
41-1923867
Phone
5138725162
Address
20131 SPRING GULCH RD, MORRISON, CO 80465

Signing Officer

Name
Tina Heck
Title
President
Phone
7039308524
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Bramel & Ackley Psc
Address
1885 DIXIE HIGHWAY SUITE 310, FT WRIGHT, KY 41011-2663
Preparer
J Carlyle Ackley
Phone
8593416700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Retreat-room and board 20,775 webinar payments 60 total 20,835”

Form 990-ez, Part I, Line 10

“Enneagram studies in the narrative tradition p.o. Box 411 11,400 0 morrison, co 80465 0”

Form 990-ez, Part I, Line 16

“Expenses marketing 1,103 website 443 retreat expenses 2,585 webinars 1,160 bank & credit card chgs 858 miscellaneous 1,199 discounts 4,899 total 12,247”

Raw XML Appendix175 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISON
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080465
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TINA HECK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARB ALLGAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOYCE PLAZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE GEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA VALTONEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST-PRES/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012247
IRS990EZ/OtherRevenueTotalAmt020835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt03988
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MAIN PURPOSE IS TO PROMOTE THE IDEALS AND BELIEFS OF THIS ORGANIZATION TO ITS MEMBERS VIA CONFERENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035043
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035043
IRS990EZ/TotalProgramServiceExpensesAmt035043
IRS990EZ/TotalRevenueAmt044314
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0221680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0269
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
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IRS990ScheduleA/PublicSupportTotal509Amt0351319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028347
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086313
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0351588
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETREAT-ROOM AND BOARD 20,775 WEBINAR PAYMENTS 60 TOTAL 20,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENNEAGRAM STUDIES IN THE NARRATIVE TRADITION P.O. BOX 411 11,400 0 MORRISON, CO 80465 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MARKETING 1,103 WEBSITE 443 RETREAT EXPENSES 2,585 WEBINARS 1,160 BANK & CREDIT CARD CHGS 858 MISCELLANEOUS 1,199 DISCOUNTS 4,899 TOTAL 12,247
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039308524
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENNEAGRAM ASSOCIATION IN THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NARRATIVE TRADITION
ReturnHeader/Filer/BusinessNameControlTxt0ENNE
ReturnHeader/Filer/EIN0411923867
ReturnHeader/Filer/PhoneNum05138725162
ReturnHeader/Filer/USAddress/AddressLine1Txt020131 SPRING GULCH RD
ReturnHeader/Filer/USAddress/CityNm0MORRISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080465
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611166184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAMEL & ACKLEY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01885 DIXIE HIGHWAY SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410112663
ReturnHeader/PreparerPersonGrp/PhoneNum08593416700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CARLYLE ACKLEY
ReturnHeader/ReturnTs02017-04-28T13:28:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,403
Liabilities
$0
Net assets
$44,403
Revenue
$44,314
Expenses
$35,043
Net income
$9,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.34$0.40$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.44$0.35$0.09
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.28$0.37$0.08
2014Summary only. Only limited summary data is available for this year.$0.52$0.09$0.86$0.87$0.01
2013Summary only. Only limited summary data is available for this year.$0.55$0.10$1.06$1.34$0.28
2012Summary only. Only limited summary data is available for this year.$0.75$0.02$0.86$1.11$0.24
2011Summary only. Only limited summary data is available for this year.$1.00$0.03$0.48$0.64$0.16