Civic Intelligence

HR Policy Association

990 • Fiscal year 2018 • EIN 52-0747972

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 24, 2019

1100 13TH ST NW Suite 850Washington, DC 20005

(202) 789-8670

Siviq Scores

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

Liabilities / Assets

99th percentile

1.49x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.58x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Net Margin

62nd percentile

7.7%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Asset Growth

95th percentile

36%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

12%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,023,420

Up $1,068,946 (+36%) from 2017

Net Assets

Up

-$1,974,036

Up $804,451 (+29%) from 2017

Liabilities

Up

$5,997,456

Up $264,495 (+4.6%) from 2017

Revenue

Up

$10,416,763

Up $1,099,965 (+12%) from 2017

Expenses

Up

$9,611,507

Up $96,474 (+1.0%) from 2017

Net Income

Up

$805,256

Up $1,003,491 (+506%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $3,626,221Liabilities 2010: $0Net Assets 2010: $3,626,2212010Assets 2011: $4,447,293Liabilities 2011: $0Net Assets 2011: $4,447,2932011Assets 2012: $4,696,896Liabilities 2012: $2,433Net Assets 2012: $4,694,4632012Assets 2013: $3,102,891Liabilities 2013: $4,689,968Net Assets 2013: -$1,587,0772013Assets 2014: $3,280,103Liabilities 2014: $5,047,053Net Assets 2014: -$1,766,9502014Assets 2015: $2,801,024Liabilities 2015: $4,877,952Net Assets 2015: -$2,076,9282015Assets 2016: $2,361,966Liabilities 2016: $4,937,830Net Assets 2016: -$2,575,8642016Assets 2017: $2,954,474Liabilities 2017: $5,732,961Net Assets 2017: -$2,778,4872017Assets 2018: $4,023,420Liabilities 2018: $5,997,456Net Assets 2018: -$1,974,0362018Assets 2019: $3,856,968Liabilities 2019: $5,770,210Net Assets 2019: -$1,913,2422019Assets 2020: $4,840,521Liabilities 2020: $6,726,525Net Assets 2020: -$1,886,0042020Assets 2021: $6,326,982Liabilities 2021: $7,173,147Net Assets 2021: -$846,1652021Assets 2022: $7,910,252Liabilities 2022: $7,334,871Net Assets 2022: $575,3812022Assets 2023: $9,411,819Liabilities 2023: $7,757,465Net Assets 2023: $1,654,3542023Assets 2024: $10,105,723Liabilities 2024: $8,283,994Net Assets 2024: $1,821,7292024

Highlighted filing

2018

Assets$4,023,420
Liabilities$5,997,456
Net Assets-$1,974,036

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $6,806,225Expenses 2010: $5,955,431Net Income 2010: $850,7942010Revenue 2011: $7,557,799Expenses 2011: $6,736,727Net Income 2011: $821,0722011Revenue 2012: $7,838,873Expenses 2012: $7,591,703Net Income 2012: $247,1702012Revenue 2013: $8,379,447Expenses 2013: $10,431,195Net Income 2013: -$2,051,7482013Revenue 2014: $8,121,685Expenses 2014: $8,306,131Net Income 2014: -$184,4462014Revenue 2015: $8,511,492Expenses 2015: $8,812,715Net Income 2015: -$301,2232015Revenue 2016: $8,275,947Expenses 2016: $8,792,514Net Income 2016: -$516,5672016Revenue 2017: $9,316,798Expenses 2017: $9,515,033Net Income 2017: -$198,2352017Revenue 2018: $10,416,763Expenses 2018: $9,611,507Net Income 2018: $805,2562018Revenue 2019: $10,539,415Expenses 2019: $10,490,103Net Income 2019: $49,3122019Revenue 2020: $9,257,850Expenses 2020: $9,258,957Net Income 2020: -$1,1072020Revenue 2021: $10,167,800Expenses 2021: $9,110,794Net Income 2021: $1,057,0062021Revenue 2022: $12,576,940Expenses 2022: $11,132,319Net Income 2022: $1,444,6212022Revenue 2023: $13,903,574Expenses 2023: $12,991,321Net Income 2023: $912,2532023Revenue 2024: $13,529,015Expenses 2024: $13,434,138Net Income 2024: $94,8772024

Highlighted filing

2018

Revenue$10,416,763
Expenses$9,611,507
Net Income$805,256
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 24, 2019
Return Version
2018v3.1
Gross Receipts
$10,525,758
Mission and Program Overview

Mission

Development of human resources policy, encouraging and conducting research and study of governmental policies and legislation affecting employee-employer relations.

Research and development of human resources policy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,180,274$2,250,201▲ $1,069,927
Investments in Publicly Traded Securities$633,041$653,717▲ $20,676
Land, Buildings, and Equipment, Net$675,484$621,986▼ $53,498
Prepaid Expenses and Deferred Charges$136,845$192,220▲ $55,375
Accounts Receivable$49,964$89,816▲ $39,852
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,954,474$4,023,420▲ $1,068,946
Other Assets Total$278,866$215,480▼ $63,386
Liabilities
Deferred Revenue$5,573,477$5,737,698▲ $164,221
Accounts Payable and Accrued Expenses$159,484$259,758▲ $100,274
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,732,961$5,997,456▲ $264,495
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-2,778,487$-1,974,036▲ $804,451
Total Net Assets Fund Balance$-2,778,487$-1,974,036▲ $804,451
Total Liabilities and Net Assets / Fund Balance$2,954,474$4,023,420▲ $1,068,946

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$621,986$1,705,984$2,327,970
Other Assets Org$215,480--
Compensation and Service Providers

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcguiness Yager Bartl LLPAdmin/consulting1100 13TH ST NW SUITE 850, Washington, DC 20005$5,410,000
Akron INCIt Consulting1100 13TH STREET NW SUITE 860, Washington, DC 20005$792,050
Marriott Business ServicesLodging & RecreationPO BOX 402642, Atlanta, GA 30384-2642$343,977
Aguilar Consulting LLCProf. Consulting600 N KINGSBURY ST APT 1901, Chicago, IL 60654$336,396
American ExpressCredit Card ProcessPO BOX 1270, Newark, NJ 07101$310,130
Revenue and Support

Revenue Composition

Contributions and Grants
$678,000
Program Service Revenue
$9,580,011
Investment Income
$8,752
Other Revenue
$150,000
All Other Contributions
$678,000
Change in Net Assets
$805,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,211,507
Grants and Similar Amounts Paid$400,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$3,011,787
Fees for Services Lobbying---$2,600,000
Travel---$1,405,649
Fees for Services Management---$1,333,771
Fees for Services Legal---$1,071,148
Occupancy---$456,000
Depreciation Depletion---$454,869
Grants to Domestic Orgs---$400,000
Information Technology---$322,151
Office Expenses---$197,887
Other Expenses---$7,500
Insurance---$5,853
All Other Expenses---$-1,870,849
Total Functional Expenses$0$0$0$9,611,507
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hr Policy FoundationWashington, DC501(c)(3)Foundation Support$400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$2,600,000
Total Nondeductible Lobbying and Political Cost$2,600,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mcguiness Yager Bartl LlpManagement CompanyManagement ServicesNo$5,410,000
Watts Landing Properties LLCStorage RentalRentalNo$96,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Four of the officers in the organization: daniel v. Yager, timothy j. Bartl, henry d. Eickelberg and ani huang are also partners in the law firm of mcguiness, yager & bartl, llp.

Form 990, Part VI, Section A, Line 6

The organization has members.

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

The organization's by-laws permit the members to elect persons to the governing body.

Form 990, Part VI, Section B, Line 11

A copy of the form 990 is provided to each member of the executive committee for review and comments by either regular mail or by e-mail prior to filing of the return if such review can be completed before the filing deadline. Should the filing deadline prohibit a review prior to filing, such review will be completed as soon thereafter as possible.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, such as by-laws, articles of incorporation and form 1023 including the form 990, available to the public upon request. The financial statements are not made available to the public.

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

Pursuant to the conflict of interest policy, board members are given the opportunity each year to review any large transactions not already reviewed at board meetings before such transaction if feasible, or as soon as practicable after the transaction if not feasible. Each board of director also signs an acknowledgment of the conflict of interest policy annually.

Form 990, Part VI, Section A, Line 3

The association has entered into management and support arrangements with mcguiness, yager & bartl, llp to manage day to day operations and to provide office space for the association's primary offices, personnel services, government representation and legal services.

Filing and Contact Details

Filer

Filer Name
HR Policy Association
EIN
52-0747972
In Care Of
% THE ASSOCIATION
Phone
2027898670
Address
1100 13TH ST NW Suite 850, WASHINGTON, DC 20005

Signing Officer

Name
Timothy J Bartl
Title
President & Treas
Phone
2027898670
Signed
2019-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy J Bartl
Formed
1957
Legal Domicile
Dc
Voting Board Members
41
Independent Board Members
41
Employees
0
Volunteers
0

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
David Himes
Phone
3017705500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

All other expenses bank and credit card fees 62,589 disaster recovery center 96,000 electronic databases 8,833 equilar project 12,961 membership development/retention 257,345 online research services 24,526 publications/subscriptions/dues 113,436 repairs and maintenance 8,035 taxes/licenses 10,585 website maintenance 134,841 less: amounts reported on line 11d -2,600,000 ---------- total of all other expenses $-1,870,849

Form 990 Part IX Line 11G

Description:coec consulting total fees:2398931

Form 990 Part IX Line 11G

Description:econ and regulatory consulting total fees:150000

Form 990 Part IX Line 11G

Description:legislative monitoring total fees:250000

Form 990 Part IX Line 11G

Description:media analysis & research total fees:77000

Form 990 Part IX Line 11G

Description:public affairs and relations total fees:135856

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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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt450
IRS990/Form990PartVIISectionAGrp/PersonNm0Pamela O Kimmet
IRS990/Form990PartVIISectionAGrp/PersonNm1L Kevin Cox
IRS990/Form990PartVIISectionAGrp/PersonNm2Monique R Herena
IRS990/Form990PartVIISectionAGrp/PersonNm3Marc C Reed
IRS990/Form990PartVIISectionAGrp/PersonNm4David A Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm5Mara E Swan
IRS990/Form990PartVIISectionAGrp/PersonNm6Marcia J Avedon
IRS990/Form990PartVIISectionAGrp/PersonNm7Dennis G Berger
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark F Biegger
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa G Bisaccia
IRS990/Form990PartVIISectionAGrp/PersonNm10William A Blase Jr
IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa M Buckingham
IRS990/Form990PartVIISectionAGrp/PersonNm12Deborah H Caplan
IRS990/Form990PartVIISectionAGrp/PersonNm13Heidi B Capozzi
IRS990/Form990PartVIISectionAGrp/PersonNm14Rizwan Chand
IRS990/Form990PartVIISectionAGrp/PersonNm15Charles E Columbus
IRS990/Form990PartVIISectionAGrp/PersonNm16Peter M Fasolo
IRS990/Form990PartVIISectionAGrp/PersonNm17Jorge L Figueredo
IRS990/Form990PartVIISectionAGrp/PersonNm18Stephen F Fry
IRS990/Form990PartVIISectionAGrp/PersonNm19Diane J Gherson
IRS990/Form990PartVIISectionAGrp/PersonNm20Mirian M Graddick-Weir
IRS990/Form990PartVIISectionAGrp/PersonNm21Kimberly S Hauer
IRS990/Form990PartVIISectionAGrp/PersonNm22Anne Hill
IRS990/Form990PartVIISectionAGrp/PersonNm23Marc A Howze
IRS990/Form990PartVIISectionAGrp/PersonNm24Mark R James
IRS990/Form990PartVIISectionAGrp/PersonNm25Cheryl H Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm26Tracy Keogh
IRS990/Form990PartVIISectionAGrp/PersonNm27Angela S Lalor
IRS990/Form990PartVIISectionAGrp/PersonNm28Stephanie Lundquist
IRS990/Form990PartVIISectionAGrp/PersonNm29Alan R May
IRS990/Form990PartVIISectionAGrp/PersonNm30Teri Plummer McClure
IRS990/Form990PartVIISectionAGrp/PersonNm31Denise M Merle
IRS990/Form990PartVIISectionAGrp/PersonNm32John M Murabito
IRS990/Form990PartVIISectionAGrp/PersonNm33Denise M Peppard
IRS990/Form990PartVIISectionAGrp/PersonNm34Susan Schmitt
IRS990/Form990PartVIISectionAGrp/PersonNm35Ellyn J Shook
IRS990/Form990PartVIISectionAGrp/PersonNm36John M Steele
IRS990/Form990PartVIISectionAGrp/PersonNm37Perry Stuckey
IRS990/Form990PartVIISectionAGrp/PersonNm38Carol Surface
IRS990/Form990PartVIISectionAGrp/PersonNm39Susan M Suver
IRS990/Form990PartVIISectionAGrp/PersonNm40Johnna G Torsone
IRS990/Form990PartVIISectionAGrp/PersonNm41Daniel V Yager
IRS990/Form990PartVIISectionAGrp/PersonNm42Jeffrey C McGuiness
IRS990/Form990PartVIISectionAGrp/PersonNm43Timothy J Bartl
IRS990/Form990PartVIISectionAGrp/PersonNm44Ani Huang
IRS990/Form990PartVIISectionAGrp/PersonNm45Henry D Eickelberg
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt410
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$10.1$8.28$1.82$13.5$13.4$0.09
2023Summary only. Only limited summary data is available for this year.$9.41$7.76$1.65$13.9$13.0$0.91
2022Summary only. Only limited summary data is available for this year.$7.91$7.33$0.58$12.6$11.1$1.44
2021Summary only. Only limited summary data is available for this year.$6.33$7.17$0.85$10.2$9.11$1.06
2020Summary only. Only limited summary data is available for this year.$4.84$6.73$1.89$9.26$9.26$0.00
2019Summary only. Only limited summary data is available for this year.$3.86$5.77$1.91$10.5$10.5$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.02$6.00$1.97$10.4$9.61$0.81
2017Summary only. Only limited summary data is available for this year.$2.95$5.73$2.78$9.32$9.52$0.20
2016Summary only. Only limited summary data is available for this year.$2.36$4.94$2.58$8.28$8.79$0.52
2015Summary only. Only limited summary data is available for this year.$2.80$4.88$2.08$8.51$8.81$0.30
2014Summary only. Only limited summary data is available for this year.$3.28$5.05$1.77$8.12$8.31$0.18
2013Summary only. Only limited summary data is available for this year.$3.10$4.69$1.59$8.38$10.4$2.05
2012Summary only. Only limited summary data is available for this year.$4.70$0.00$4.69$7.84$7.59$0.25
2011Summary only. Only limited summary data is available for this year.$4.45$0.00$4.45$7.56$6.74$0.82
2010Summary only. Only limited summary data is available for this year.$3.63$0.00$3.63$6.81$5.96$0.85
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • $10M-$25M nonprofits