Civic Intelligence

International Association for Plant Taxonomy (USA)

990 • Fiscal year 2013 • EIN 52-0817253

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 24, 2014

Botany Dept Mrc 166 PO Box 3701220013-7012

(202) 633-0968

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,239,567

Up $71,767 (+6.1%) from 2012

Net Assets

Up

$1,239,567

Up $71,767 (+6.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$126,801

No earlier filing loaded for comparison.

Expenses

Down

$55,034

Down $22,947 (-29%) from 2012

Net Income

$71,767

No earlier filing loaded for comparison.

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 2010: $1,074,186Liabilities 2010: $0Net Assets 2010: $1,074,1862010Assets 2011: $1,086,743Liabilities 2011: $0Net Assets 2011: $1,086,7432011Assets 2012: $1,167,800Liabilities 2012: $0Net Assets 2012: $1,167,8002012Assets 2013: $1,239,567Liabilities 2013: $0Net Assets 2013: $1,239,5672013Assets 2014: $1,307,866Liabilities 2014: $0Net Assets 2014: $1,307,8662014Assets 2015: $1,345,449Liabilities 2015: $0Net Assets 2015: $1,345,4492015Assets 2016: $1,399,768Liabilities 2016: $0Net Assets 2016: $1,399,7682016Assets 2017: $1,419,676Liabilities 2017: $0Net Assets 2017: $1,419,6762017Assets 2018: $1,474,808Liabilities 2018: $0Net Assets 2018: $1,474,8082018Assets 2019: $1,538,386Liabilities 2019: $0Net Assets 2019: $1,538,3862019Assets 2020: $1,706,978Liabilities 2020: $0Net Assets 2020: $1,706,9782020Assets 2021: $1,841,294Liabilities 2021: $0Net Assets 2021: $1,841,2942021Assets 2022: $1,760,441Liabilities 2022: $0Net Assets 2022: $1,760,4412022Assets 2023: $1,599,254Liabilities 2023: $0Net Assets 2023: $1,599,2542023Assets 2024: $1,866,704Liabilities 2024: $0Net Assets 2024: $1,866,7042024

Highlighted filing

2013

Assets$1,239,567
Liabilities$0
Net Assets$1,239,567

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $39,8832010Expenses 2011: $57,3012011Expenses 2012: $77,9812012Revenue 2013: $126,801Expenses 2013: $55,034Net Income 2013: $71,7672013Revenue 2014: $149,425Expenses 2014: $81,126Net Income 2014: $68,2992014Revenue 2015: $119,064Expenses 2015: $81,481Net Income 2015: $37,5832015Revenue 2016: $171,106Expenses 2016: $116,787Net Income 2016: $54,3192016Revenue 2017: $112,712Expenses 2017: $92,804Net Income 2017: $19,9082017Revenue 2018: $126,974Expenses 2018: $71,842Net Income 2018: $55,1322018Revenue 2019: $137,303Expenses 2019: $73,725Net Income 2019: $63,5782019Revenue 2020: $295,324Expenses 2020: $126,732Net Income 2020: $168,5922020Revenue 2021: $277,791Expenses 2021: $143,475Net Income 2021: $134,3162021Revenue 2022: $309,619Expenses 2022: $390,472Net Income 2022: -$80,8532022Revenue 2023: $192,095Expenses 2023: $353,282Net Income 2023: -$161,1872023Revenue 2024: $648,665Expenses 2024: $381,215Net Income 2024: $267,4502024

Highlighted filing

2013

Revenue$126,801
Expenses$55,034
Net Income$71,767
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 24, 2014
Return Version
2013v3.0
Gross Receipts
$176,948
Mission and Program Overview

Mission

The organization promotes all aspects of botanical systematics and its significance to the understanding and values of biodiversity through the publication and online access of its quarterly journal and handbook series which provide outlets for small papers and large reference works, news, reviews, the latest code, etc. And through established committees for specific purposes relating to plant taxonomy in all its phases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,167,800$1,239,567▲ $71,767
Investments Other Securities$1,072,042$1,055,019▼ $17,023
Investments in Publicly Traded Securities$33,774$128,707▲ $94,933
Savings and Temporary Cash Investments$35,949$36,170▲ $221
Cash and Non-Interest-Bearing Accounts$25,663$19,538▼ $6,125
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,167,800$1,239,567▲ $71,767
Other Assets Total$372$133▼ $239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,167,800$1,239,567▲ $71,767
Total Liabilities and Net Assets / Fund Balance$1,167,800$1,239,567▲ $71,767

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,888$2,888
Other Securities$49,985--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Warren K WagnerBoard Chair
Amy RossmanDirector
Judy SkogDirector
Laurence DorrDirector
Vicki FunkDirector
Sarah EichhornDirector, Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$39,862
Program Service Revenue
$16,164
Investment Income
$70,763
Other Revenue
$12
All Other Contributions
$1,686
Change in Net Assets
$71,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,034
Grants and Similar Amounts Paid$9,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel-$9,885-$9,885
Foreign Grants$8,000--$8,000
Fees for Services Accounting-$2,577-$2,577
Grants to Domestic Individuals$1,000--$1,000
Other Expenses$30,000$249-$249
Office Expenses-$74-$74
All Other Expenses-$69-$69
Total Functional Expenses$39,000$16,034$0$55,034
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section A, Line 6

The organization is a not-for-profit corporation with members.

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

The personal (non-institutional) members elect a 10-member council from the membership. That council selects the board chair and 5 additional directors.

Form 990, Part VI, Section B, Line 11

The return is reviewed by the signing officer in detail.

Form 990, Part VI, Section C, Line 19

Not made available to the public.

Filing and Contact Details

Filer

EIN
52-0817253
Phone
2026330968

Signing Officer

Name
Warren L Wagner
Title
Board Chair
Phone
2026330968
Signed
2014-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Warren L Wagner
Formed
1981
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Eric Cohen CPA
Phone
3019176200
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt081450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0146707
IRS990ScheduleA/InvestmentIncomeCYPct00.30620
IRS990ScheduleA/InvestmentIncomePYPct00.31530
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67880
IRS990ScheduleA/PublicSupportPY509Pct00.66810
IRS990ScheduleA/PublicSupportTotal509Amt0325291
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01805
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01808
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02336
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01158
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07197
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064966
IRS990ScheduleA/Total509Grp/TotalAmt0332488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0128019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091105
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0479195
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02888
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02888
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt085255
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt182483
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2297140
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3118670
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt498095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt542058
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt690415
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt724899
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8110061
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt955958
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1049985
IRS990ScheduleD/OtherSecuritiesGrp/Desc03,000 SHARES COCA COLA
IRS990ScheduleD/OtherSecuritiesGrp/Desc1700 SHARES DIAGEO ADR (4 ORD.)
IRS990ScheduleD/OtherSecuritiesGrp/Desc221,580.926 SHARES DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc32,725.333 SHARES DODGE & COX INT'L FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4800 SHARES IBM
IRS990ScheduleD/OtherSecuritiesGrp/Desc51,450 SHARES JOHNSON & JOHNSON
IRS990ScheduleD/OtherSecuritiesGrp/Desc61,000 SHARES LABORATORY CORP. OF AMERICA
IRS990ScheduleD/OtherSecuritiesGrp/Desc7900 SHARES MCDONALD'S
IRS990ScheduleD/OtherSecuritiesGrp/Desc82,800, 3,200 SHARES MICROSOFT
IRS990ScheduleD/OtherSecuritiesGrp/Desc91600 SHARES NIKE
IRS990ScheduleD/OtherSecuritiesGrp/Desc102,600 SHARES SYSCO
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01055019
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt02000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt15000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt21000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK TO U.S. ACCOUNT, WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK TO U.S. ACCOUNT, ELECTRONIC FUND OR WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt02
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt15
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt21
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EAST ASIA AND THE PACIFIC
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1SOUTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt2SUB-SAHARAN AFRICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0RESEARCH SUPPORT
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1RESEARCH SUPPORT
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt2RESEARCH SUPPORT
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PERSONAL (NON-INSTITUTIONAL) MEMBERS ELECT A 10-MEMBER COUNCIL FROM THE MEMBERSHIP. THAT COUNCIL SELECTS THE BOARD CHAIR AND 5 ADDITIONAL DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE SIGNING OFFICER IN DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01167800
IRS990/TotalAssetsEOYAmt01239567
IRS990/TotalAssetsGrp/BOYAmt01167800
IRS990/TotalAssetsGrp/EOYAmt01239567
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt039862
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016034
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039000
IRS990/TotalFunctionalExpensesGrp/TotalAmt055034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01167800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01239567
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.65$0.38$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.19$0.35$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.31$0.39$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.28$0.14$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.30$0.13$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.14$0.07$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.13$0.07$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.11$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.17$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.06$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.04
Peer Organizations

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