Civic Intelligence

P H D Association

990PF • Fiscal year 2019 • EIN 43-1824092

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

1805 S Munn AveMaryville, MO 64468

(816) 809-3262

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$44,875

Down $11,815 (-21%) from 2018

Net Assets

Down

$44,875

Down $11,815 (-21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$111,364

Down $34,813 (-24%) from 2018

Expenses

Down

$123,179

Down $36,501 (-23%) from 2018

Net Income

Up

-$11,815

Up $1,688 (+13%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $42,645Liabilities 2010: $0Net Assets 2010: $42,6452010Assets 2011: $39,071Liabilities 2011: $0Net Assets 2011: $39,0712011Assets 2012: $53,989Liabilities 2012: $0Net Assets 2012: $53,9892012Assets 2013: $34,394Liabilities 2013: $0Net Assets 2013: $34,3942013Assets 2014: $57,201Liabilities 2014: $0Net Assets 2014: $57,2012014Assets 2015: $55,217Liabilities 2015: $0Net Assets 2015: $55,2172015Assets 2016: $61,149Liabilities 2016: $0Net Assets 2016: $61,1492016Assets 2017: $70,193Liabilities 2017: $0Net Assets 2017: $70,1932017Assets 2018: $56,690Liabilities 2018: $0Net Assets 2018: $56,6902018Assets 2019: $44,875Liabilities 2019: $0Net Assets 2019: $44,8752019Assets 2020: $34,493Liabilities 2020: $0Net Assets 2020: $34,4932020Assets 2021: $27,639Liabilities 2021: $0Net Assets 2021: $27,6392021Assets 2022: $21,042Liabilities 2022: $0Net Assets 2022: $21,0422022Assets 2023: $11,618Liabilities 2023: $0Net Assets 2023: $11,6182023Assets 2024: $11,845Liabilities 2024: $0Net Assets 2024: $11,8452024

Highlighted filing

2019

Assets$44,875
Liabilities$0
Net Assets$44,875

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $261,3332010Expenses 2011: $239,1022011Expenses 2012: $204,8792012Revenue 2013: $104,117Expenses 2013: $123,712Net Income 2013: -$19,5952013Revenue 2014: $157,935Expenses 2014: $135,128Net Income 2014: $22,8072014Revenue 2015: $135,137Expenses 2015: $137,121Net Income 2015: -$1,9842015Revenue 2016: $134,876Expenses 2016: $128,944Net Income 2016: $5,9322016Revenue 2017: $140,507Expenses 2017: $131,463Net Income 2017: $9,0442017Revenue 2018: $146,177Expenses 2018: $159,680Net Income 2018: -$13,5032018Revenue 2019: $111,364Expenses 2019: $123,179Net Income 2019: -$11,8152019Revenue 2020: $20,884Expenses 2020: $31,266Net Income 2020: -$10,3822020Revenue 2021: $32,635Expenses 2021: $39,489Net Income 2021: -$6,8542021Revenue 2022: $40,359Expenses 2022: $46,956Net Income 2022: -$6,5972022Revenue 2023: $44,355Expenses 2023: $53,779Net Income 2023: -$9,4242023Revenue 2024: $51,893Expenses 2024: $51,666Net Income 2024: $2272024

Highlighted filing

2019

Revenue$111,364
Expenses$123,179
Net Income-$11,815
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI PRICEPresident-$0--
JENNIFER JANNINGSVice President-$0--
JEFF FARLOWTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Phd Association
EIN
43-1824092
Phone
8168093262
Address
1805 S MUNN AVE, MARYVILLE, MO 64468

Signing Officer

Name
Jeff Farlow
Title
Treasurer
Phone
8168093262
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Marsh Espey & Merrill PC
Address
101 W Edwards St, Maryville, MO 64468
Preparer
Ted Espey
Phone
6605823181
Raw XML Appendix278 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0290
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Marsh, Espey & Riggs Income tax preparation
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0290
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0762
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt050020
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER JANNINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFF FARLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0410 NORTH 31ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1755 HERMAN CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21805 S MUNN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST JOSEPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LIBERTY
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Aramark
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2St Joe Mustangs
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO Box
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Kansas City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Independence
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112418
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt231467
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRAVEL, UNIFORMS & ENTRY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE & POSTAGE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0122074
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1675
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0122074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2140
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Farlow
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08168093262
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHD ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PHDA
ReturnHeader/Filer/EIN0431824092
ReturnHeader/Filer/PhoneNum08168093262
ReturnHeader/Filer/USAddress/AddressLine1Txt01805 S MUNN AVE
ReturnHeader/Filer/USAddress/CityNm0MARYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064468
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08137EAF7911C8D69388A4B79B4CA04316D03948D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08137EAF7911C8D69388A4B79B4CA04316D03948D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.46.145.12
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:34:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marsh Espey & Merrill PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 W Edwards St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maryville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064468
ReturnHeader/PreparerPersonGrp/PhoneNum06605823181
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ted Espey
ReturnHeader/ReturnTs02020-11-12T09:35:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.52$0.52$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.44$0.54$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.40$0.47$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.33$0.39$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.21$0.31$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.11$1.23$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.46$1.60$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.41$1.31$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.35$1.29$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.35$1.37$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.58$1.35$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.04$1.24$0.20
2012Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$2.05
2011Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$2.39
2010Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.61