Civic Intelligence

Association for Evolutionary Economics

990 • Fiscal year 2017 • EIN 47-0635527

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

56th percentile

5.3%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,139,492

Up $154,532 (+16%) from 2016

Net Assets

Up

$1,138,145

Up $153,674 (+16%) from 2016

Liabilities

Up

$1,347

Up $858 (+175%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin56th percentile

Revenue

Up

$138,612

Up $15,569 (+13%) from 2016

Expenses

Up

$131,261

Up $2,438 (+1.9%) from 2016

Net Income

Up

$7,351

Up $13,131 (+227%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2017

Assets$1,139,492
Liabilities$1,347
Net Assets$1,138,145
Open 2017 Filing

Operations Trend

Revenue Growth66th 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

2017

Revenue$138,612
Expenses$131,261
Net Income$7,351
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Gross Receipts
$138,612
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$944,356$1,116,680▲ $172,324
Cash and Non-Interest-Bearing Accounts$36,331$18,522▼ $17,809
Savings and Temporary Cash Investments$4,021$4,038▲ $17
Total Assets$984,960$1,139,492▲ $154,532
Other Assets Total$252$252→ $0
Liabilities
Other Liabilities$489$1,347▲ $858
Total Liabilities$489$1,347▲ $858
Net Assets / Fund Balance
Unrestricted Net Assets$984,471$1,138,145▲ $153,674
Total Net Assets Fund Balance$984,471$1,138,145▲ $153,674
Total Liabilities and Net Assets / Fund Balance$984,960$1,139,492▲ $154,532

Asset Categories

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

Board Members and Trustees

NameTitle
Janet KnoedlerPresident
Barbara Wiens-tuersDirector
Eric TymoigneDirector
Ilene GrabelDirector
Mary WrennDirector
Mayo TorunoDirector
Svetlana KirdinaDirector
Tae-hee JoDirector
Timothy WunderDirector
Eric HakeSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$680
Program Service Revenue
$111,915
Investment Income
$26,017
Other Revenue
$0
All Other Contributions
$680
Change in Net Assets
$7,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,477
Salaries, Compensation, and Employee Benefits$32,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$62,889--$62,889
Other Salaries and Wages$19,908$9,805-$29,713
Conferences and Meetings$22,116--$22,116
Office Expenses$6,292--$6,292
Fees for Services Accounting-$6,273-$6,273
Payroll Taxes$2,047$1,024-$3,071
Fees for Services Legal-$464-$464
Travel$443--$443
Total Functional Expenses$113,695$17,566$0$131,261
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$1,347
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 mary wrenn girton college - cambridge cambridge, uk cb3 ojg phil o'hara gperu, po383 perth, wa 6982 ilene grabel university of denver denver, co 80208 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/treasurer
Signed
2018-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric 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
T Michael Hughes
Phone
5705462238
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Miscellaneous 63 0 0 paypal/bank/credit card fees 1,707 0 0 payroll-web design 1,500 0 0 contract labor 56,023 0 0 outreach 3,596 0 0 total 62,889 0 0”

Form 990, Part XI, Line 9

“Net unrealized gain on investments 146,323”

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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/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111915
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0123739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085681
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022260
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018625
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106601
IRS990ScheduleA/InvestmentIncomeCYPct00.17000
IRS990ScheduleA/InvestmentIncomePYPct00.17000
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IRS990ScheduleA/PublicSupportCY509Pct00.82990
IRS990ScheduleA/PublicSupportPY509Pct00.82650
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0124134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088106
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106731
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0626879
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05678
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt05678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/TotalLiabilityAmt01347
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JANET KNOEDLER ACADEMIC WEST 235 LEWISBURG, PA 17837 ERIC TYMOIGNE LEWIS & CLARK COLLEGE PORTLAND, OR 97219 MARY WRENN GIRTON COLLEGE - CAMBRIDGE CAMBRIDGE, UK CB3 OJG PHIL O'HARA GPERU, PO383 PERTH, WA 6982 ILENE GRABEL UNIVERSITY OF DENVER DENVER, CO 80208 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 63 0 0 PAYPAL/BANK/CREDIT CARD FEES 1,707 0 0 PAYROLL-WEB DESIGN 1,500 0 0 CONTRACT LABOR 56,023 0 0 OUTREACH 3,596 0 0 TOTAL 62,889 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED GAIN ON INVESTMENTS 146,323
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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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0680
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113695
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131261
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0489
IRS990/TotalLiabilitiesEOYAmt01347
IRS990/TotalLiabilitiesGrp/BOYAmt0489
IRS990/TotalLiabilitiesGrp/EOYAmt01347
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0984471
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01138145
IRS990/TotalOtherProgSrvcExpenseAmt0113695
IRS990/TotalProgramServiceExpensesAmt0113695
IRS990/TotalProgramServiceRevenueAmt0111915
IRS990/TotalRevenueGrp/ExclusionAmt026017
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138612
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01139492
IRS990/TravelGrp/ProgramServicesAmt0443
IRS990/TravelGrp/TotalAmt0443
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0984471
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01138145
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CATAWBA COLLEGE
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IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028144
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.AFEE.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC HAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR EVOLUTIONARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ECONOMICS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0470635527
ReturnHeader/Filer/PhoneNum07046374293
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 W INNES ST
ReturnHeader/Filer/USAddress/CityNm0SALISBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0711B40B99C00B62FBECB097437DE5DEA4287D9DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0711B40B99C00B62FBECB097437DE5DEA4287D9DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.59.22.183
ReturnHeader/FilingSecurityInformation/IPDt02018-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:22:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232081028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS HUBER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0973 LYCOMING MALL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017756
ReturnHeader/PreparerPersonGrp/PhoneNum05705462238
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T MICHAEL HUGHES
ReturnHeader/ReturnTs02018-11-01T15:22:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,139,492
Liabilities
$1,347
Net assets
$1,138,145
Revenue
$138,612
Expenses
$131,261
Net income
$7,351
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
2017Detailed filing. Detailed filing data is available for this year.$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