Civic Intelligence

Association for Evolutionary Economics

990 • Fiscal year 2018 • EIN 47-0635527

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 28, 2019

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

(704) 637-4293

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,104,148

Flat from 2018

Net Assets

Flat

$1,102,677

Flat from 2018

Liabilities

Flat

$1,471

Flat from 2018

Revenue And Expenses

Revenue

Flat

$139,473

Flat from 2018

Expenses

Flat

$108,047

Flat from 2018

Net Income

Flat

$31,426

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$1,104,148
Liabilities$1,471
Net Assets$1,102,677
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$139,473
Expenses$108,047
Net Income$31,426
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 28, 2019
Return Version
2018v3.1
Gross Receipts
$139,473
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$1,116,680$1,084,028▼ $32,652
Cash and Non-Interest-Bearing Accounts$18,522$15,774▼ $2,748
Savings and Temporary Cash Investments$4,038$4,094▲ $56
Total Assets$1,139,492$1,104,148▼ $35,344
Other Assets Total$252$252→ $0
Liabilities
Other Liabilities$1,347$1,471▲ $124
Total Liabilities$1,347$1,471▲ $124
Net Assets / Fund Balance
Unrestricted Net Assets$1,138,145$1,102,677▼ $35,468
Total Net Assets Fund Balance$1,138,145$1,102,677▼ $35,468
Total Liabilities and Net Assets / Fund Balance$1,139,492$1,104,148▼ $35,344

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,678-
Compensation and Service Providers

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
$171
Program Service Revenue
$105,000
Investment Income
$34,302
Other Revenue
$0
All Other Contributions
$171
Change in Net Assets
$31,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,403
Salaries, Compensation, and Employee Benefits$31,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$60,692--$60,692
Other Salaries and Wages$19,692$9,699-$29,391
Fees for Services Accounting-$7,984-$7,984
Conferences and Meetings$4,148--$4,148
Office Expenses$2,830--$2,830
Payroll Taxes$1,510$743-$2,253
Other Expenses$749--$749
Total Functional Expenses$89,621$18,426$0$108,047
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$1,471
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
2019-01-28
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
Brubaker Group LLC
Address
23 NORTH DERR DRIVE SUITE 2, LEWISBURG, PA 17837
Preparer
T Michael Hughescpa
Phone
5705244134
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Miscellaneous 6,168 0 0 paypal/bank/credit card fees 1,201 0 0 contract labor 51,750 0 0 reimbursements 1,573 0 0 total 60,692 0 0”

Form 990, Part XI, Line 9

“Net unrealized loss on investments -66,897”

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IRS990ScheduleA/PublicSupportTotal509Amt0440805
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0124134
IRS990ScheduleA/Total509Grp/TotalAmt0440805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144647
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0528929
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05678
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt05678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/TotalLiabilityAmt01471
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 6,168 0 0 PAYPAL/BANK/CREDIT CARD FEES 1,201 0 0 CONTRACT LABOR 51,750 0 0 REIMBURSEMENTS 1,573 0 0 TOTAL 60,692 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED LOSS ON INVESTMENTS -66,897
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01139492
IRS990/TotalAssetsEOYAmt01104148
IRS990/TotalAssetsGrp/BOYAmt01139492
IRS990/TotalAssetsGrp/EOYAmt01104148
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0171
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018426
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108047
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01347
IRS990/TotalLiabilitiesEOYAmt01471
IRS990/TotalLiabilitiesGrp/BOYAmt01347
IRS990/TotalLiabilitiesGrp/EOYAmt01471
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01138145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01102677
IRS990/TotalOtherProgSrvcExpenseAmt089621
IRS990/TotalProgramServiceExpensesAmt089621
IRS990/TotalProgramServiceRevenueAmt0105000
IRS990/TotalRevenueGrp/ExclusionAmt034302
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139473
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01139492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01104148
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01138145
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01102677
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CATAWBA COLLEGE
IRS990/USAddress/AddressLine2Txt02300 W INNES ST
IRS990/USAddress/CityNm0SALISBURY
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028144
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.AFEE.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC HAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
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
ReturnHeader/Filer/USAddress/ZIPCd028144
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0768924B3E140BF8261684DD94139B4AA526C5F19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03C55BDE8F5BB5030E2F9B5B1332D0CCBD14F63D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:33:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813960860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUBAKER GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 NORTH DERR DRIVE SUITE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEWISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017837
ReturnHeader/PreparerPersonGrp/PhoneNum05705244134
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T MICHAEL HUGHESCPA
ReturnHeader/ReturnTs02019-01-29T11:33:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,104,148
Liabilities
$1,471
Net assets
$1,102,677
Revenue
$139,473
Expenses
$108,047
Net income
$31,426
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
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.14$0.11$0.03
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