Civic Intelligence

Sgip 2 0 Inc

990 • Fiscal year 2015 • EIN 46-0686934

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 04, 2016

401 Edgewater Place No 600Wakefield, MA 01880

(781) 876-8857

Siviq Scores

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

Liabilities / Assets

75th percentile

0.43x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$253,363

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

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

Asset Growth

63rd percentile

4.5%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Up

$971,689

Up $42,148 (+4.5%) from 2014

Net Assets

Up

$555,448

Up $130,326 (+31%) from 2014

Liabilities

Down

$416,241

Down $88,178 (-17%) from 2014

Revenue

Down

$1,836,006

Down $436,616 (-19%) from 2014

Expenses

Down

$1,705,680

Down $404,394 (-19%) from 2014

Net Income

Down

$130,326

Down $32,222 (-20%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $929,541Liabilities 2014: $504,419Net Assets 2014: $425,1222014Assets 2015: $971,689Liabilities 2015: $416,241Net Assets 2015: $555,4482015Assets 2016: $1,266,138Liabilities 2016: $519,433Net Assets 2016: $746,7052016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$971,689
Liabilities$416,241
Net Assets$555,448

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,272,622Expenses 2014: $2,110,074Net Income 2014: $162,5482014Revenue 2015: $1,836,006Expenses 2015: $1,705,680Net Income 2015: $130,3262015Revenue 2016: $1,874,573Expenses 2016: $1,683,316Net Income 2016: $191,2572016Revenue 2017: $391,029Expenses 2017: $434,478Net Income 2017: -$43,4492017

Highlighted filing

2015

Revenue$1,836,006
Expenses$1,705,680
Net Income$130,326
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 4, 2016
Return Version
2015v2.1
Gross Receipts
$1,836,006
Mission and Program Overview

Mission

Supporting the national institute of standards and technology in fulfilling its responsibilities pursuant to the energy independence security act of 2007, including but not limited to by: (a) providing technical guidance and coordination to help facilitate standards development for smart grid interoperability; (b) identifying and specifying testing and certification requirements, including provision of the underlying rationale to assess achievement of interoperability using smart grid standards; (c) informing and educating smart grid industry stakeholders regarding smart grid interoperability and related benefits; (d) liaising with similar organizations in other countries to help establish global smart grid interoperability alignment.

Entity focused on critical power industry issues most relevant to our stakeholders, which include utilities, regulators, equipment vendors and integrators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$652,651$496,075▼ $156,576
Cash and Non-Interest-Bearing Accounts$176,148$402,466▲ $226,318
Prepaid Expenses and Deferred Charges$75,902$67,734▼ $8,168
Accounts Receivable$22,500$3,800▼ $18,700
Land, Buildings, and Equipment, Net$2,340$1,614▼ $726
Total Assets$929,541$971,689▲ $42,148
Liabilities
Accounts Payable and Accrued Expenses$188,666$235,808▲ $47,142
Deferred Revenue$315,753$180,433▼ $135,320
Total Liabilities$504,419$416,241▼ $88,178
Net Assets / Fund Balance
Unrestricted Net Assets$425,122$555,448▲ $130,326
Total Net Assets Fund Balance$425,122$555,448▲ $130,326
Total Liabilities and Net Assets / Fund Balance$929,541$971,689▲ $42,148

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,614$963$2,577
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon AllanPresident and CEOFT$243,956$9,407$253,363
Stuart MccaffertyDirector of Technical OperationsFT$132,694$767$133,461
Gabrielle PuccioVP Member and Public AffairsFT$115,989$7,104$123,093

Board Members and Trustees

NameTitle
David ForfiaChairman & Director
Erich GuntherVice Chair & Director
Andres CarvalloDirector
Chris IrwinDirector
Ed EckertDirector
Jason HandleyDirector
Raiford SmithDirector
Robby SimpsonDirector
Steven WidergrenDirector
Tony ThomasDirector
John CaskeySecretary and Director
Nick WagnerTreasurer & Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Virtual INCManagement Services401 EDGEWATER PLACE SUITE 600, Wakefield, MA 01880$190,633
Revenue and Support

Revenue Composition

Contributions and Grants
$1,732,919
Program Service Revenue
$102,420
Investment Income
$667
Other Revenue
$0
All Other Contributions
$51,900
Change in Net Assets
$130,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,836,006
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,836,006
Total Revenue per Form 990
$1,836,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$874,353
Salaries, Compensation, and Employee Benefits$831,327
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$419,450$71,639-$491,089
Current Officers, Directors, Trustees, and Key Employees$208,357$45,006-$253,363
Conferences and Meetings$182,131$10,860-$192,991
Fees for Services Accounting$18,800$81,900-$100,700
Travel$36,574$35,108-$71,682
Payroll Taxes$41,638$10,836-$52,474
Fees for Services Legal$14,449$35,288-$49,737
Other Employee Benefits$27,550$6,851-$34,401
Information Technology$16,819$15,778-$32,597
Office Expenses$5,098$12,304-$17,402
Advertising$5,252$264-$5,516
Insurance-$4,412-$4,412
Depreciation Depletion-$825-$825
Other Expenses$142,688$-142,688-$0
Total Functional Expenses$1,498,133$207,547$0$1,705,680

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,705,680
Total Expenses per Audited Statements$1,705,680
Total Expenses per Form 990$1,705,680
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization hired a management company, virtual, inc., to oversee certain management functions of the organization.

Form 990, Part VI, Section A, Line 6

The organization has two classes of membership, participating members and observing members. Participating members are entitled to vote for the election of directors.

Form 990, Part VI, Section A, Line 7A

Each participating member in good standing may, (a) nominate one representative to stand for election in such member's stakeholder category, or for election as an "at large" member to the board of directors; (b) vote for the election of directors.

Form 990, Part VI, Section A, Line 7B

Participating members have the power to vote on every technical matter presented for vote.

Form 990, Part VI, Section B, Line 11

A copy of the draft 990 is distributed to the board of directors before it is filed.

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

Each organizational representative shall annually sign an affirmation of conflict of interest policy and disclosure form, which affirms that such person: a. Has received a copy of the policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, d. Understands sgip 2.0 is tax-exempt and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes, and e. Describes any relationships which could contribute to or constitute a conflict of interest. All completed affirmation and disclosure forms provided by organizational representatives shall be provided to and reviewed by the board of directors, and, if appropriate, shall be reviewed by the board of directors in consultation with legal counsel.

Form 990, Part VI, Section B, Line 15

The board of directors of the organization or an authorized committee thereof shall review and approve compensation of officers, directors, top management officials, and key employees in advance of employment or compensation adjustments.

Form 990, Part VI, Section C, Line 18

The organization makes the form 990 available upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Sgip 20 Inc
EIN
46-0686934
Phone
7818768857
Address
401 EDGEWATER PLACE NO 600, WAKEFIELD, MA 01880

Signing Officer

Name
Sharon Allan
Title
President and CEO
Phone
7818768857
Signed
2016-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Allan
Formed
2012
Legal Domicile
De
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Moody Famiglietti & Andronico Llp
Address
1 HIGHWOOD DRIVE, TEWKSBURY, MA 01876
Preparer
Matthew Kalil CPA Mba
Phone
9785575300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization assesses the recording of uncertain tax positions by evaluating the minimum recognition threshold and measurement requirements a tax position must meet before being recognized as a benefit in the financial statements. The organization's policy is to recognize interest and penalties accrued on any uncertain tax positions as a component of income tax expense, if any, in its statements of activities.

Raw XML AppendixShowing 400 of 492 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/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0692019
IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTING THE NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY IN FULFILLING ITS RESPONSIBILITIES PURSUANT TO THE ENERGY INDEPENDENCE SECURITY ACT OF 2007, INCLUDING BUT NOT LIMITED TO BY: (A) PROVIDING TECHNICAL GUIDANCE AND COORDINATION TO HELP FACILITATE STANDARDS DEVELOPMENT FOR SMART GRID INTEROPERABILITY; (B) IDENTIFYING AND SPECIFYING TESTING AND CERTIFICATION REQUIREMENTS, INCLUDING PROVISION OF THE UNDERLYING RATIONALE TO ASSESS ACHIEVEMENT OF INTEROPERABILITY USING SMART GRID STANDARDS; (C) INFORMING AND EDUCATING SMART GRID INDUSTRY STAKEHOLDERS REGARDING SMART GRID INTEROPERABILITY AND RELATED BENEFITS; (D) LIAISING WITH SIMILAR ORGANIZATIONS IN OTHER COUNTRIES TO HELP ESTABLISH GLOBAL SMART GRID INTEROPERABILITY ALIGNMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1MEMBER MANAGEMENT
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3ALLOCATION OF GENERAL A
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119022
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IRS990/OtherExpensesGrp/ProgramServicesAmt193600
IRS990/OtherExpensesGrp/ProgramServicesAmt2142688
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IRS990/OtherExpensesGrp/TotalAmt193742
IRS990/OtherExpensesGrp/TotalAmt219022
IRS990/OtherExpensesGrp/TotalAmt30
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0491089
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010836
IRS990/PayrollTaxesGrp/ProgramServicesAmt041638
IRS990/PayrollTaxesGrp/TotalAmt052474
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt075902
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067734
IRS990/PrincipalOfficerNm0SHARON ALLAN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATIO
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05576063
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0963
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueSubtotalAmt01836006
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
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IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHARON ALLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OR AN AUTHORIZED COMMITTEE SHALL REVIEW AND APPROVE COMPENSATION OF COVERED INDIVIDUALS IN ADVANCE OF EMPLOYMENT OR COMPENSATION ADJUSTMENTS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HIRED A MANAGEMENT COMPANY, VIRTUAL, INC., TO OVERSEE CERTAIN MANAGEMENT FUNCTIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP, PARTICIPATING MEMBERS AND OBSERVING MEMBERS. PARTICIPATING MEMBERS ARE ENTITLED TO VOTE FOR THE ELECTION OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH PARTICIPATING MEMBER IN GOOD STANDING MAY, (A) NOMINATE ONE REPRESENTATIVE TO STAND FOR ELECTION IN SUCH MEMBER'S STAKEHOLDER CATEGORY, OR FOR ELECTION AS AN "AT LARGE" MEMBER TO THE BOARD OF DIRECTORS; (B) VOTE FOR THE ELECTION OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARTICIPATING MEMBERS HAVE THE POWER TO VOTE ON EVERY TECHNICAL MATTER PRESENTED FOR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE DRAFT 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH ORGANIZATIONAL REPRESENTATIVE SHALL ANNUALLY SIGN AN AFFIRMATION OF CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM, WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, D. UNDERSTANDS SGIP 2.0 IS TAX-EXEMPT AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES, AND E. DESCRIBES ANY RELATIONSHIPS WHICH COULD CONTRIBUTE TO OR CONSTITUTE A CONFLICT OF INTEREST. ALL COMPLETED AFFIRMATION AND DISCLOSURE FORMS PROVIDED BY ORGANIZATIONAL REPRESENTATIVES SHALL BE PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS, AND, IF APPROPRIATE, SHALL BE REVIEWED BY THE BOARD OF DIRECTORS IN CONSULTATION WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS OF THE ORGANIZATION OR AN AUTHORIZED COMMITTEE THEREOF SHALL REVIEW AND APPROVE COMPENSATION OF OFFICERS, DIRECTORS, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES IN ADVANCE OF EMPLOYMENT OR COMPENSATION ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES THE FORM 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.

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