Civic Intelligence

Enneagram Association in the Narrative Tradition

990EZ • Fiscal year 2017 • EIN 41-1923867

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

PO Box 4114Boulder, CO 80306-4114

(513) 872-5162

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $44,403 (-100%) from 2016

Net Assets

Down

$0

Down $44,403 (-100%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$33,604

Down $10,710 (-24%) from 2016

Expenses

Up

$40,288

Up $5,245 (+15%) from 2016

Net Income

Down

-$6,684

Down $15,955 (-172%) from 2016

Historical Trend

Balance Sheet Trend

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: $44,403Net Assets 2016: $44,4032016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

2017

Revenue$33,604
Expenses$40,288
Net Income-$6,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$33,604
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.$14,260$40,288
Compensation and Service Providers

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
PO BOX 4114, BOULDER, CO 80306-4114

Signing Officer

Name
Tina Heck
Title
President
Phone
7039308524
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Retreat-room and board 8,795 webinar payments 45 total 8,840

Form 990-ez, Part I, Line 10

Name: enneagram studies in the address: p.o. Box 4114 boulder, co 80306 cash contribution: 14,260

Form 990-ez, Part I, Line 16

Expenses marketing 1,631 website 217 retreat expenses 12,107 webinars 1,250 bank & credit card chgs 685 miscellaneous 452 discounts 2,350 total 18,692

Form 990-ez, Part I, Line 20

MERGER WITH ESNT -37,719

Raw XML Appendix194 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/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BRETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-37719
IRS990EZ/OtherExpensesTotalAmt018692
IRS990EZ/OtherRevenueTotalAmt08840
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt01323
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014260
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040288
IRS990EZ/TotalProgramServiceExpensesAmt040288
IRS990EZ/TotalRevenueAmt033604
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125763
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0154
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0BANK ACCOUNTS
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0274376250
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0ENNEAGRAM STUDIES IN THE NARRATIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01538 EASY RIDER LANE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BOULDER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd080304
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETREAT-ROOM AND BOARD 8,795 WEBINAR PAYMENTS 45 TOTAL 8,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ENNEAGRAM STUDIES IN THE ADDRESS: P.O. BOX 4114 BOULDER, CO 80306 CASH CONTRIBUTION: 14,260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MARKETING 1,631 WEBSITE 217 RETREAT EXPENSES 12,107 WEBINARS 1,250 BANK & CREDIT CARD CHGS 685 MISCELLANEOUS 452 DISCOUNTS 2,350 TOTAL 18,692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERGER WITH ESNT -37,719
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039308524
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENNEAGRAM ASSOCIATION IN THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NARRATIVE TRADITION
ReturnHeader/Filer/BusinessNameControlTxt0ENNE
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:14:34
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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE R HUHN
ReturnHeader/ReturnTs02018-05-17T08:14:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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