Civic Intelligence

Association for Evolutionary Economics

990 • Fiscal year 2014 • EIN 47-0635527

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

Organization ProfileWWW.AFEE.NET
2300 W Innes StSalisbury, NC 28144

(704) 637-4293

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2014 filings • NTEE Q • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • NTEE Q • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

40%

Higher net margin than 91% of similar nonprofits.

2014 filings • NTEE Q • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2014 filings • NTEE Q • $500k-$1M nonprofits • Source year 2014

Asset Growth

60th percentile

9.8%

Faster asset growth than 60% of similar nonprofits.

2014 filings • NTEE Q • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

39%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • NTEE Q • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$952,682

Up $85,052 (+9.8%) from 2013

Net Assets

Up

$952,243

Up $88,017 (+10%) from 2013

Liabilities

Down

$439

Down $2,965 (-87%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Up

$148,175

Up $41,444 (+39%) from 2013

Expenses

Down

$88,838

Down $10,824 (-11%) from 2013

Net Income

Up

$59,337

Up $52,268 (+739%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $684,306Liabilities 2011: $444Net Assets 2011: $683,8622011Assets 2012: $768,468Liabilities 2012: $370Net Assets 2012: $768,0982012Assets 2013: $867,630Liabilities 2013: $3,404Net Assets 2013: $864,2262013Assets 2014: $952,682Liabilities 2014: $439Net Assets 2014: $952,2432014Assets 2015: $951,354Liabilities 2015: $921Net Assets 2015: $950,4332015Assets 2016: $984,960Liabilities 2016: $489Net Assets 2016: $984,4712016Assets 2017: $1,139,492Liabilities 2017: $1,347Net Assets 2017: $1,138,1452017Assets 2018: $1,104,148Liabilities 2018: $1,471Net Assets 2018: $1,102,6772018Assets 2019: $1,239,054Liabilities 2019: $1,389Net Assets 2019: $1,237,6652019Assets 2020: $1,440,512Liabilities 2020: $212Net Assets 2020: $1,440,3002020Assets 2021: $1,657,799Liabilities 2021: $308Net Assets 2021: $1,657,4912021Assets 2022: $1,380,967Liabilities 2022: $3,278Net Assets 2022: $1,377,6892022Assets 2023: $1,503,930Liabilities 2023: $1,251Net Assets 2023: $1,502,6792023Assets 2024: $1,643,565Liabilities 2024: $1,049Net Assets 2024: $1,642,5162024

Highlighted filing

2014

Assets$952,682
Liabilities$439
Net Assets$952,243
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,678Expenses 2011: $84,472Net Income 2011: $9,2062011Expenses 2012: $113,9832012Revenue 2013: $106,731Expenses 2013: $99,662Net Income 2013: $7,0692013Revenue 2014: $148,175Expenses 2014: $88,838Net Income 2014: $59,3372014Revenue 2015: $127,657Expenses 2015: $100,984Net Income 2015: $26,6732015Revenue 2016: $123,043Expenses 2016: $128,823Net Income 2016: -$5,7802016Revenue 2017: $138,612Expenses 2017: $131,261Net Income 2017: $7,3512017Revenue 2018: $139,473Expenses 2018: $108,047Net Income 2018: $31,4262018Revenue 2019: $170,144Expenses 2019: $133,292Net Income 2019: $36,8522019Revenue 2020: $134,726Expenses 2020: $85,260Net Income 2020: $49,4662020Revenue 2021: $151,735Expenses 2021: $93,989Net Income 2021: $57,7462021Revenue 2022: $134,297Expenses 2022: $113,797Net Income 2022: $20,5002022Revenue 2023: $201,639Expenses 2023: $217,966Net Income 2023: -$16,3272023Revenue 2024: $182,798Expenses 2024: $200,021Net Income 2024: -$17,2232024

Highlighted filing

2014

Revenue$148,175
Expenses$88,838
Net Income$59,337
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Gross Receipts
$148,175
Mission and Program Overview

Mission

The primary purpose of the organization is to foster the evolution of economic thought and study and to promote the development and use of a broader, more holistic framework for analysis of the economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$853,594$916,699▲ $63,105
Cash and Non-Interest-Bearing Accounts-$21,947-
Savings and Temporary Cash Investments$14,036$14,036→ $0
Total Assets$867,630$952,682▲ $85,052
Liabilities
Other Liabilities$3,404$439▼ $2,965
Total Liabilities$3,404$439▼ $2,965
Net Assets / Fund Balance
Unrestricted Net Assets$860,566$950,821▲ $90,255
Temporarily Rstr Net Assets$3,660$1,422▼ $2,238
Total Net Assets Fund Balance$864,226$952,243▲ $88,017
Total Liabilities and Net Assets / Fund Balance$867,630$952,682▲ $85,052

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,678-
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Janet KnoedlerPresident
Fred LeePresident -
Eric TymoigneDirector
Ilene GrabelDirector
Mary WrennDirector
Mayo TorunoDirector
Morris AltmanDirector
Svetlana KirdinaDirector
Timothy WunderDirector
Eric HakeSecretary
David ZalewskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$395
Program Service Revenue
$123,353
Investment Income
$24,427
Other Revenue
$0
All Other Contributions
$395
Change in Net Assets
$59,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,113
Salaries, Compensation, and Employee Benefits$16,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$51,763$2,398-$54,161
Other Salaries and Wages$10,388$5,116-$15,504
Fees for Services Accounting-$5,294-$5,294
Travel$3,895--$3,895
Office Expenses$3,702$65-$3,767
Conferences and Meetings$2,853--$2,853
Payroll Taxes$818$403-$1,221
Other Expenses$22$11-$33
Total Functional Expenses$75,129$13,709$0$88,838
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings$439
Bank Overdraft-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Janet knoedler academic west 235 lewisburg, pa 17837 eric tymoigne lewis & clark college portland, or 97219 david zalewski providence college, dept of fin providence, ri 02918 mary wrenn girton college - cambridge cambridge, uk cb3 ojg phil o'hara gperu, po383 perth, wa 6982 morris altman po box 600, victoria u of wellington wellington, nz 6140 ilene grabel university of denver denver, co 80208 fred lee university of missouri kansas city, mo svetlana kirdina russian academy of sciences, economi moscow, rs 117218 mayo toruno cal-state univeristy - san bernadino san bernadino, ca 92407 timothy wunder 2205 wembley downs drive arlington, tx 76017”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the treasurer of the organization prior to submission to the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Association for Evolutionary
EIN
47-0635527
Phone
7046374293
Address
2300 W INNES ST, SALISBURY, NC 28144

Signing Officer

Name
Eric Hake
Title
Secretary
Phone
7046374293
Signed
2015-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric R Hake
Formed
1981
Legal Domicile
Ne
Voting Board Members
11
Independent Board Members
11
Employees
1

Preparer

Firm
Rogers Huber & Associates
Address
973 LYCOMING MALL DR, MUNCY, PA 17756
Preparer
Carla R Bower
Phone
5705462238
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Miscellaneous 0 598 0 paypal/bank/credit card fees 913 450 0 contract labor 49,500 0 0 web design 1,350 1,350 0”

Form 990, Part XI, Line 9

“Net unrealized gain/loss on investments 28,680”

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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/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC INCOME 230
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096079
IRS990ScheduleA/InvestmentIncomeCYPct00.16000
IRS990ScheduleA/InvestmentIncomePYPct00.17000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt08842
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt08842
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05678
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt05678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BANK OVERDRAFT
IRS990ScheduleD/TotalLiabilityAmt0439
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JANET KNOEDLER ACADEMIC WEST 235 LEWISBURG, PA 17837 ERIC TYMOIGNE LEWIS & CLARK COLLEGE PORTLAND, OR 97219 DAVID ZALEWSKI PROVIDENCE COLLEGE, DEPT OF FIN PROVIDENCE, RI 02918 MARY WRENN GIRTON COLLEGE - CAMBRIDGE CAMBRIDGE, UK CB3 OJG PHIL O'HARA GPERU, PO383 PERTH, WA 6982 MORRIS ALTMAN PO BOX 600, VICTORIA U OF WELLINGTON WELLINGTON, NZ 6140 ILENE GRABEL UNIVERSITY OF DENVER DENVER, CO 80208 FRED LEE UNIVERSITY OF MISSOURI KANSAS CITY, MO SVETLANA KIRDINA RUSSIAN ACADEMY OF SCIENCES, ECONOMI MOSCOW, RS 117218 MAYO TORUNO CAL-STATE UNIVERISTY - SAN BERNADINO SAN BERNADINO, CA 92407 TIMOTHY WUNDER 2205 WEMBLEY DOWNS DRIVE ARLINGTON, TX 76017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS 0 598 0 PAYPAL/BANK/CREDIT CARD FEES 913 450 0 CONTRACT LABOR 49,500 0 0 WEB DESIGN 1,350 1,350 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED GAIN/LOSS ON INVESTMENTS 28,680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07046374293
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR EVOLUTIONARY
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLA R BOWER
ReturnHeader/ReturnTs02015-09-29T17:26:52-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,682
Liabilities
$439
Net assets
$952,243
Revenue
$148,175
Expenses
$88,838
Net income
$59,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.18$0.20$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.20$0.22$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.13$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.15$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.13$0.09$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.17$0.13$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.14$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.14$0.13$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.12$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.13$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.15$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.86$0.11$0.10$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.11
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.09$0.08$0.01