Civic Intelligence

National Sam Innovation Project Inc.

990 • Fiscal year 2015 • EIN 45-4454376

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

9100 Shelbyville Road No 280Louisville, KY 40222

(502) 509-9774

Siviq Scores

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

Liabilities / Assets

87th percentile

0.81x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.34x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$226,689

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

50th percentile

0.6%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-0.0%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,638,277

Up $8,975 (+0.6%) from 2014

Net Assets

Down

$319,240

Down $813,236 (-72%) from 2014

Liabilities

Up

$1,319,037

Up $822,211 (+165%) from 2014

Revenue

Down

$3,885,676

Down $464 (-0.0%) from 2014

Expenses

Up

$4,412,298

Up $1,019,238 (+30%) from 2014

Net Income

Down

-$526,622

Down $1,019,702 (-207%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $981,074Liabilities 2013: $341,678Net Assets 2013: $639,3962013Assets 2014: $1,629,302Liabilities 2014: $496,826Net Assets 2014: $1,132,4762014Assets 2015: $1,638,277Liabilities 2015: $1,319,037Net Assets 2015: $319,2402015Assets 2016: $2,061,297Liabilities 2016: $1,558,905Net Assets 2016: $502,3922016Assets 2017: $828,683Liabilities 2017: $556,157Net Assets 2017: $272,5262017Assets 2018: $471,988Liabilities 2018: $85,597Net Assets 2018: $386,3912018Assets 2019: $1,706,753Liabilities 2019: $1,573,087Net Assets 2019: $133,6662019Assets 2020: $361,745Liabilities 2020: $564,635Net Assets 2020: -$202,8902020Assets 2021: $1,105,945Liabilities 2021: $451,699Net Assets 2021: $654,2462021Assets 2022: $978,166Liabilities 2022: $145,805Net Assets 2022: $832,3612022Assets 2023: $1,146,678Liabilities 2023: $438,648Net Assets 2023: $708,0302023Assets 2024: $2,238,916Liabilities 2024: $720,585Net Assets 2024: $1,518,3312024Assets 2025: $1,431,675Liabilities 2025: $677,695Net Assets 2025: $753,9802025

Highlighted filing

2015

Assets$1,638,277
Liabilities$1,319,037
Net Assets$319,240

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $2,440,3872013Revenue 2014: $3,886,140Expenses 2014: $3,393,060Net Income 2014: $493,0802014Revenue 2015: $3,885,676Expenses 2015: $4,412,298Net Income 2015: -$526,6222015Revenue 2016: $4,527,320Expenses 2016: $4,344,168Net Income 2016: $183,1522016Revenue 2017: $4,977,794Expenses 2017: $5,207,660Net Income 2017: -$229,8662017Revenue 2018: $4,826,325Expenses 2018: $4,712,460Net Income 2018: $113,8652018Revenue 2019: $4,460,041Expenses 2019: $4,712,766Net Income 2019: -$252,7252019Revenue 2020: $3,445,918Expenses 2020: $3,782,474Net Income 2020: -$336,5562020Revenue 2021: $2,626,874Expenses 2021: $1,769,738Net Income 2021: $857,1362021Revenue 2022: $3,150,069Expenses 2022: $2,971,954Net Income 2022: $178,1152022Revenue 2023: $4,323,815Expenses 2023: $4,448,146Net Income 2023: -$124,3312023Revenue 2024: $4,388,800Expenses 2024: $4,558,305Net Income 2024: -$169,5052024Revenue 2025: $3,526,124Expenses 2025: $4,290,475Net Income 2025: -$764,3512025

Highlighted filing

2015

Revenue$3,885,676
Expenses$4,412,298
Net Income-$526,622
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$3,885,676
Mission and Program Overview

Mission

NSIP was established to provide a professional development process for school leaders to improve teaching and learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$286,944$942,449▲ $655,505
Cash and Non-Interest-Bearing Accounts$1,269,920$534,358▼ $735,562
Prepaid Expenses and Deferred Charges-$90,148-
Land, Buildings, and Equipment, Net$72,438$71,322▼ $1,116
Total Assets$1,629,302$1,638,277▲ $8,975
Liabilities
Deferred Revenue$424,700$1,219,634▲ $794,934
Accounts Payable and Accrued Expenses$72,126$99,403▲ $27,277
Total Liabilities$496,826$1,319,037▲ $822,211
Net Assets / Fund Balance
Unrestricted Net Assets$1,132,476$319,240▼ $813,236
Total Net Assets Fund Balance$1,132,476$319,240▼ $813,236
Total Liabilities and Net Assets / Fund Balance$1,629,302$1,638,277▲ $8,975

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,551$33,944$78,495
Other Land Buildings$26,771$20,804$47,575
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark ShellingerExecutive DirectorFT$202,401$24,288$226,689

Board Members and Trustees

NameTitle
Roberta HendecPresident
Carol LensingVice-president
Jim MercerData Analyst
David SechlerMember
Kendra BassMember
Paul KatnikMember
Debbie DanielsSecretary
Eric KramerSoftware Designer
Nathan RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$3,875,649
Investment Income
$27
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-526,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,526,081
Salaries, Compensation, and Employee Benefits$886,217
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$460,974$115,243-$576,217
Current Officers, Directors, Trustees, and Key Employees$181,350$45,338-$226,688
Travel$156,989$17,443-$174,432
Fees for Services Other$166,589--$166,589
Other Employee Benefits$66,650$16,662-$83,312
Conferences and Meetings$57,512--$57,512
Occupancy$16,685$40,214-$56,899
Other Expenses$55,875--$55,875
Office Expenses$31,871$4,497-$36,368
Advertising$5,761$26,057-$31,818
Fees for Services Accounting$2,795$25,155-$27,950
Insurance$4,976$19,904-$24,880
Depreciation Depletion$4,284$17,138-$21,422
All Other Expenses-$5,200-$5,200
Total Functional Expenses$4,079,447$332,851$0$4,412,298
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11

The final Form 990 is reviewed by the Board of Directors prior to filing with the IRS.

Form 990, Part VI, Section B, line 12C

The policy is monitored and enforced three times a year at board meetings.

Form 990, Part VI, Section B, line 15A

For the CEO, the Board researches compensation for the position at similar organizations and from there determines the CEO's salary. All other compensation is determined by the CEO using research and evaluation.

Form 990, Part VI, Section C, line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
National SAM Innovation Project Inc
EIN
45-4454376
Phone
5025099774
Address
9100 Shelbyville Road No 280, Louisville, KY 40222

Signing Officer

Name
Mark Shellinger
Title
Executive Director
Phone
5025099774
Signed
2016-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Shellinger
Formed
2011
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
10
Volunteers
0

Preparer

Firm
Strothman & Company PSC
Address
325 W Main St Suite 1600, Louisville, KY 40202-4251
Preparer
Raymond G Strothman
Phone
5025851600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Prior Period Adjustment -286,614.

Raw XML AppendixShowing 400 of 435 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03875649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03912226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02815640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010603515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0323
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010329
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011318
IRS990ScheduleA/OtherIncome509Grp/TotalAmt021647
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt010613515
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03885649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03912226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02815640
IRS990ScheduleA/Total509Grp/TotalAmt010613515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03885676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03922740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02827069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010635485
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt044551
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033944
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078495
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026771
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020804
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047575
IRS990ScheduleD/TotalBookValueLandBuildingsAmt071322
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0202401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt024288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK SHELLINGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0226689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The Board will research pay at similar organizations and set the salary each year for the Executive Director. The Board uses a formal evaluation structure to determine salary increases each year for the Executive Director.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The final Form 990 is reviewed by the Board of Directors prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The policy is monitored and enforced three times a year at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2For the CEO, the Board researches compensation for the position at similar organizations and from there determines the CEO's salary. All other compensation is determined by the CEO using research and evaluation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prior Period Adjustment -286,614.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01629302
IRS990/TotalAssetsEOYAmt01638277
IRS990/TotalAssetsGrp/BOYAmt01629302
IRS990/TotalAssetsGrp/EOYAmt01638277
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0332851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04079447
IRS990/TotalFunctionalExpensesGrp/TotalAmt04412298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0496826
IRS990/TotalLiabilitiesEOYAmt01319037
IRS990/TotalLiabilitiesGrp/BOYAmt0496826
IRS990/TotalLiabilitiesGrp/EOYAmt01319037
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01132476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0319240
IRS990/TotalOtherCompensationAmt024288
IRS990/TotalProgramServiceExpensesAmt04079447
IRS990/TotalProgramServiceRevenueAmt03875649
IRS990/TotalReportableCompFromOrgAmt0202401
IRS990/TotalRevenueGrp/ExclusionAmt027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03875649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03885676
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01629302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01638277
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt017443
IRS990/TravelGrp/ProgramServicesAmt0156989
IRS990/TravelGrp/TotalAmt0174432
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01132476
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0319240
IRS990/UponRequestInd0X

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.68$0.75$3.53$4.29$0.76
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.72$1.52$4.39$4.56$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.44$0.71$4.32$4.45$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.15$0.83$3.15$2.97$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.45$0.65$2.63$1.77$0.86
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.56$0.20$3.45$3.78$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$1.57$0.13$4.46$4.71$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.09$0.39$4.83$4.71$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.56$0.27$4.98$5.21$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.06$1.56$0.50$4.53$4.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.32$0.32$3.89$4.41$0.53
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.50$1.13$3.89$3.39$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.34$0.64$2.44