Civic Intelligence

HR Policy Association

990 • Fiscal year 2023 • EIN 52-0747972

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 15, 2024

4201 WILSON BLVD Suite 110-368Arlington, VA 22203

(202) 789-8670

Siviq Scores

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

Liabilities / Assets

94th percentile

0.82x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.56x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$9,411,819

Flat from 2023

Net Assets

Flat

$1,654,354

Flat from 2023

Liabilities

Flat

$7,757,465

Flat from 2023

Revenue

Flat

$13,903,574

Flat from 2023

Expenses

Flat

$12,991,321

Flat from 2023

Net Income

Flat

$912,253

Flat from 2023

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 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

2023

Assets$9,411,819
Liabilities$7,757,465
Net Assets$1,654,354

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 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

2023

Revenue$13,903,574
Expenses$12,991,321
Net Income$912,253
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Gross Receipts
$15,934,051
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$4,595,785$5,729,450▲ $1,133,665
Investments in Publicly Traded Securities$2,524,535$2,860,649▲ $336,114
Prepaid Expenses and Deferred Charges$464,533$389,090▼ $75,443
Land, Buildings, and Equipment, Net$193,917$279,612▲ $85,695
Accounts Receivable$178,151$153,018▼ $25,133
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$7,956,921$9,411,819▲ $1,454,898
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$6,944,073$7,458,842▲ $514,769
Accounts Payable and Accrued Expenses$390,798$263,102▼ $127,696
Other Liabilities$46,669$35,521▼ $11,148
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,381,540$7,757,465▲ $375,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$575,381$1,654,354▲ $1,078,973
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$575,381$1,654,354▲ $1,078,973
Total Liabilities and Net Assets / Fund Balance$7,956,921$9,411,819▲ $1,454,898

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$279,612$470,618$750,230
Compensation and Service Providers

Highest Paid Contractors

ContractorServicesLocationCompensation
Tributary LLPAdmin/consulting4075 Wilson Blvd STE 818, Arlington, VA 22203$7,800,373
Rf Human Capital Partners LLCProf. Consulting214 SOUTH EUCLID AVENUE, Oak Park, IL 60302$372,019
Charles G Tharp LLCProf. Consulting54 HARVARD AVE UNIT 3, Brookline, MA 02446$253,418
Amanda BeckProf. Consulting31 Northumberland, Nashville, TN 37215$225,241
GrassrootsLab LLCProf. Consulting4802 E 2nd Street 1, Long Beach, CA 90803$124,552
Revenue and Support

Revenue Composition

Contributions and Grants
$817,550
Program Service Revenue
$12,718,030
Investment Income
$135,660
Other Revenue
$232,334
All Other Contributions
$817,550
Change in Net Assets
$912,253

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,887,676
Revenue Not Reported on Financial Statements
$15,898
Revenue Not Reported on Form 990
$166,720
Total Revenue per Audited Statements
$14,054,396
Total Revenue per Form 990
$13,903,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,983,221
Grants and Similar Amounts Paid$8,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$4,389,493
Fees for Services Lobbying---$4,070,000
Fees for Services Management---$4,063,424
Travel---$1,759,414
Fees for Services Legal---$648,630
Occupancy---$204,224
Depreciation Depletion---$128,475
Office Expenses---$111,687
Other Expenses---$53,667
Fees for Service Investment Mgmnt Fees---$15,898
Grants to Domestic Orgs---$8,100
Insurance---$6,463
Advertising---$4,048
All Other Expenses---$-2,946,863
Total Functional Expenses$0$0$0$12,991,321

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,991,321
Expenses per Audited Statements$12,975,423
Total Expenses per Audited Statements$12,975,423
Expenses Not Reported on Financial Statements$15,898
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EBRI Education Research FundWashington, DC501(c)(3)Foundation support$8,100

International Summary

Employees
6
Spending
$599,724

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesMeetings & trainings-4$421,671
East Asia and the PacificProgram ServicesMeetings & trainings-2$169,275
South AmericaProgram ServicesMeetings & trainings-0$8,778
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$4,070,000
Total Nondeductible Lobbying and Political Cost$4,070,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tributary LlpManagement CompanyManagement ServicesNo$7,800,373
Health Care Policy Roundtable LLCInsurance managementRoyalty Fees & ContributionsNo$25,000

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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$35,521
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Three of the officers in the organization: timothy j. Bartl, henry d. Eickelberg and ani huang are also partners in tributary, llp.

Form 990, Part VI, Section A, Line 6

The organization has members. Three of the officers in the organization: timothy j. Bartl, henry d. Eickelberg and ani huang are also partners in tributary, llp.

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 financial and risk oversight committee (froc) and 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 transaction 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. Two board members are employed by companies that provided services to the association during the year.

Form 990, Part VI, Section A, Line 3

The association has entered into management and support arragngements with tributary llp to manage day to day operations and to provide office space for the association's primary offices, personnel services, and government representation.

Filing and Contact Details

Filer

Filer Name
HR Policy Association
EIN
52-0747972
In Care Of
% THE ASSOCIATION
Phone
2027898670
Address
4201 WILSON BLVD Suite 110-368, Arlington, VA 22203

Signing Officer

Name
Timothy Bartl
Title
President & CEO
Phone
2027898670
Signed
2024-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Bartl
Formed
1957
Legal Domicile
Dc
Voting Board Members
39
Independent Board Members
39
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

All other expenses total program management it development & support 629,115 labor relations training 216,000 online research services 29,020 publications/subscriptions/dues 247,743 taxes/licenses 1,259 less: amounts reported on line 11d -4,070,000 ---------- total of all other expenses $-2,946,863

Form 990 Part IX Line 11G

Description:coec - prof. & consulting total fees:2711760

Form 990 Part IX Line 11G

Description:media analysis and research total fees:115081

Form 990 Part IX Line 11G

Description:economic & regulatory consulti total fees:303000

Form 990 Part IX Line 11G

Description:global labor relations total fees:697841

Form 990 Part IX Line 11G

Description:government relations total fees:392211

Form 990 Part IX Line 11G

Description:public affairs and relations total fees:169600

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410
IRS990/Form990PartVIISectionAGrp/PersonNm0Pamela O Kimmet
IRS990/Form990PartVIISectionAGrp/PersonNm1Kevin Cox
IRS990/Form990PartVIISectionAGrp/PersonNm2Monique R Herena
IRS990/Form990PartVIISectionAGrp/PersonNm3LUCIEN ALZIARI
IRS990/Form990PartVIISectionAGrp/PersonNm4Darrell L Ford
IRS990/Form990PartVIISectionAGrp/PersonNm5Deborah H Caplan
IRS990/Form990PartVIISectionAGrp/PersonNm6Heidi B Capozzi
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael Fraccaro
IRS990/Form990PartVIISectionAGrp/PersonNm8Ashley Goldsmith
IRS990/Form990PartVIISectionAGrp/PersonNm9Peter M Fasolo
IRS990/Form990PartVIISectionAGrp/PersonNm10Kimberly S Hauer
IRS990/Form990PartVIISectionAGrp/PersonNm11Timothy Hourigan
IRS990/Form990PartVIISectionAGrp/PersonNm12Malaika Myers
IRS990/Form990PartVIISectionAGrp/PersonNm13Cheryl H Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm14Tracy Keogh
IRS990/Form990PartVIISectionAGrp/PersonNm15Christine M Pambianchi
IRS990/Form990PartVIISectionAGrp/PersonNm16Alan R May
IRS990/Form990PartVIISectionAGrp/PersonNm17Denise M Merle
IRS990/Form990PartVIISectionAGrp/PersonNm18Timothy J Richmond
IRS990/Form990PartVIISectionAGrp/PersonNm19Susan Schmitt Winchester
IRS990/Form990PartVIISectionAGrp/PersonNm20Ellyn J Shook
IRS990/Form990PartVIISectionAGrp/PersonNm21Sean R Vanderelzen
IRS990/Form990PartVIISectionAGrp/PersonNm22Jacqueline Williams-Roll
IRS990/Form990PartVIISectionAGrp/PersonNm23ANN ADDISON
IRS990/Form990PartVIISectionAGrp/PersonNm24PAULETTE ALVITI
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHNNI BECKEL
IRS990/Form990PartVIISectionAGrp/PersonNm26STEPHEN C MIZELL
IRS990/Form990PartVIISectionAGrp/PersonNm27Terry Arnold
IRS990/Form990PartVIISectionAGrp/PersonNm28Rhonda Morris
IRS990/Form990PartVIISectionAGrp/PersonNm29Jacqueline M Welch
IRS990/Form990PartVIISectionAGrp/PersonNm30MELISSA KREMER
IRS990/Form990PartVIISectionAGrp/PersonNm31TIMOTHY A MASSA
IRS990/Form990PartVIISectionAGrp/PersonNm32MICHELLE O'HARA
IRS990/Form990PartVIISectionAGrp/PersonNm33THOMAS J PLATH
IRS990/Form990PartVIISectionAGrp/PersonNm34KEVIN R WALLING
IRS990/Form990PartVIISectionAGrp/PersonNm35Dionne Wallace Oakley
IRS990/Form990PartVIISectionAGrp/PersonNm36Melissa H Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm37Nickle J LaMoreaux
IRS990/Form990PartVIISectionAGrp/PersonNm38Ernest W Marshall
IRS990/Form990PartVIISectionAGrp/PersonNm39Timothy J Bartl
IRS990/Form990PartVIISectionAGrp/PersonNm40Ani Huang
IRS990/Form990PartVIISectionAGrp/PersonNm41Henry D Eickelberg
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260

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
2023Detailed filing. Detailed filing data is available for this year.$9.41$7.76$1.65$13.9$13.0$0.91
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
2018Summary only. Only limited summary 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