Civic Intelligence

Ntl Institute for Applied Behavorial Science

990 • Fiscal year 2016 • EIN 52-0851457

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilewww.ntl.org
1875 Connecticut Ave NW 10th FloorWashington, DC 20009

(202) 280-2057

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.62x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.33x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$68,171

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

2nd percentile

-49%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$579,309

Down $556,165 (-49%) from 2015

Net Assets

Down

$219,922

Down $369,606 (-63%) from 2015

Liabilities

Down

$359,387

Down $186,559 (-34%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin10th percentile

Revenue

Down

$1,080,022

Down $855,970 (-44%) from 2015

Expenses

Down

$1,443,019

Down $384,688 (-21%) from 2015

Net Income

Down

-$362,997

Down $471,282 (-435%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $1,821,657Liabilities 2011: $891,484Net Assets 2011: $930,1732011Assets 2012: $1,813,132Liabilities 2012: $1,006,527Net Assets 2012: $806,6052012Assets 2013: $1,133,209Liabilities 2013: $808,197Net Assets 2013: $325,0122013Assets 2014: $971,467Liabilities 2014: $489,936Net Assets 2014: $481,5312014Assets 2015: $1,135,474Liabilities 2015: $545,946Net Assets 2015: $589,5282015Assets 2016: $579,309Liabilities 2016: $359,387Net Assets 2016: $219,9222016Assets 2017: $132,370Liabilities 2017: $100,294Net Assets 2017: $32,0762017Assets 2018: $104,828Liabilities 2018: $192,889Net Assets 2018: -$88,0612018Assets 2019: $697,635Liabilities 2019: $108,704Net Assets 2019: $588,9312019Assets 2020: $1,009,508Liabilities 2020: $154,987Net Assets 2020: $854,5212020Assets 2021: $932,229Liabilities 2021: $105,185Net Assets 2021: $827,0442021Assets 2022: $933,557Liabilities 2022: $114,253Net Assets 2022: $819,3042022Assets 2023: $848,260Liabilities 2023: $132,485Net Assets 2023: $715,7752023Assets 2024: $751,389Liabilities 2024: $134,607Net Assets 2024: $616,7822024

Highlighted filing

2016

Assets$579,309
Liabilities$359,387
Net Assets$219,922
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,985,4502011Expenses 2012: $2,452,3652012Revenue 2013: $1,933,540Expenses 2013: $2,422,230Net Income 2013: -$488,6902013Revenue 2014: $1,645,846Expenses 2014: $1,489,327Net Income 2014: $156,5192014Revenue 2015: $1,935,992Expenses 2015: $1,827,707Net Income 2015: $108,2852015Revenue 2016: $1,080,022Expenses 2016: $1,443,019Net Income 2016: -$362,9972016Revenue 2017: $1,029,464Expenses 2017: $1,217,310Net Income 2017: -$187,8462017Revenue 2018: $390,956Expenses 2018: $511,093Net Income 2018: -$120,1372018Revenue 2019: $1,780,130Expenses 2019: $1,213,710Net Income 2019: $566,4202019Revenue 2020: $788,199Expenses 2020: $740,724Net Income 2020: $47,4752020Revenue 2021: $616,667Expenses 2021: $299,144Net Income 2021: $317,5232021Revenue 2022: $396,109Expenses 2022: $454,849Net Income 2022: -$58,7402022Revenue 2023: $422,734Expenses 2023: $469,112Net Income 2023: -$46,3782023Revenue 2024: $465,194Expenses 2024: $561,036Net Income 2024: -$95,8422024

Highlighted filing

2016

Revenue$1,080,022
Expenses$1,443,019
Net Income-$362,997
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,270,899
Mission and Program Overview

Mission

Provide programs in human relations, management training, research and publications.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$516,548$235,415▼ $281,133
Accounts Receivable$244,923$196,664▼ $48,259
Savings and Temporary Cash Investments$293,893$81,102▼ $212,791
Prepaid Expenses and Deferred Charges$31,552$27,935▼ $3,617
Intangible Assets$31,511$21,007▼ $10,504
Land, Buildings, and Equipment, Net$14,547$11,986▼ $2,561
Total Assets$1,135,474$579,309▼ $556,165
Other Assets Total$2,500$5,200▲ $2,700
Liabilities
Deferred Revenue$247,507$194,351▼ $53,156
Accounts Payable and Accrued Expenses$298,439$165,036▼ $133,403
Total Liabilities$545,946$359,387▼ $186,559
Net Assets / Fund Balance
Unrestricted Net Assets$544,884$177,003▼ $367,881
Temporarily Rstr Net Assets$44,644$42,919▼ $1,725
Total Net Assets Fund Balance$589,528$219,922▼ $369,606
Total Liabilities and Net Assets / Fund Balance$1,135,474$579,309▼ $556,165

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,986$42,102$54,088
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey S McVickerChief Operating OfficerFT$68,171$68,171
Rachel PfefferCo-Executive DirectorFT$49,291$49,291
James B SmithCo-Executive DirectorFT$45,092$45,092

Board Members and Trustees

NameTitle
Karen Parker ThompsonChair
Frederick C Jefferson IIIDirector
Hester DarcyDirector
Janie L PayneDirector
John R McCallDirector
Kristine QuadeDirector
Judy Anne McSweenSecretary
Charles PerkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,554
Program Service Revenue
$614,364
Investment Income
$318,005
Other Revenue
$51,099
All Other Contributions
$25,175
Change in Net Assets
$-362,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,080,022
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-6,609
Total Revenue per Audited Statements
$1,073,413
Total Revenue per Form 990
$1,080,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$834,830
Salaries, Compensation, and Employee Benefits$608,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,173$103,546-$333,719
Occupancy$227,643$37,200-$264,843
Current Officers, Directors, Trustees, and Key Employees$141,630$63,714-$205,344
Travel$34,304$62,960-$97,264
Fees for Services Other$2,947$93,164-$96,111
Fees for Services Accounting-$92,333-$92,333
Fees for Services Legal-$72,012-$72,012
Other Employee Benefits$56,970$12,156-$69,126
Office Expenses$19,407$12,407-$31,814
Advertising-$25,803-$25,803
Insurance-$14,196-$14,196
Depreciation Depletion$7,970$5,095-$13,065
Information Technology$5,323$3,403-$8,726
Conferences and Meetings-$7,006-$7,006
Other Expenses$1,041$4,058-$5,099
Total Functional Expenses$833,966$609,053$0$1,443,019

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,443,019
Total Expenses per Audited Statements$1,443,019
Total Expenses per Form 990$1,443,019
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$11,891

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
UkProgram ServicesOD Certificate Program00$11,891
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“NTL Institute is made up of members who are elected for membership by the Board of Directors.”

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

“The NTL Institute's members elect the Board of Directors.”

Form 990, Part VI, Section B, line 11B

“NTL sends out electronic copys of Form 990 to all board members. The board members have two weeks to respond with any changes and/or questions.”

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

“NTL asks their trainers to sign an agreement with language that addresses potential conflict of interest.”

Form 990, Part VI, Section B, line 15A

“NTL retained Compensation & Leadership Solutions, LLC (CLS) in July 2013 to review the current compensation package provided to the President.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
NTL Institute for
EIN
52-0851457
Phone
2022802057
Address
1875 Connecticut Ave NW 10th Floor, Washington, DC 20009

Signing Officer

Name
James B Smith
Title
Executive Director
Phone
2022802057
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Smith
Formed
1967
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
8

Preparer

Firm
SB & Company LLC
Address
200 International Circle Suite 5500, Hunt Valley, MD 21030
Preparer
Monique Booker
Phone
4105840060
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“This process has not changed from prior year.”

Financial Statement Notes

Part X, Line 2:

“The Institute is exempt from income taxes under Section 501(c)(3) of the United States Internal Revenue Code and is recognized by the IRS. Under accounting principles generally accepted in the United States of America, the Institute accounts for uncertainty in income taxes recognized in its financial statements and based on a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Institute performed an evaluation of uncertain tax positions as of December 31, 2016 and 2015, and determined that there were no matters that would require recognition in the accompanying financial statements or which may have any effect on its tax exempt status. As of December 31, 2016, the statute of limitations for tax years 2012 through 2016, remains open with the U.S. Federal jurisdiction; however, certain state and local taxing jurisdictions may lengthen this period to five years. It is the Institute's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense.”

Raw XML AppendixShowing 400 of 520 raw XML fields

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/ProgSrvcAccomActy2Grp/Desc0NTL Institute partners with public, private and nonprofit organizations around the globe to provide consulting services and learning solutions in the areas of diversity, organizational and leadership development, strategic planning, change management and team development. We bring over 60 years of training and educational experience and the expertise of more than 350 professional members to our work with organizations. These customized programs serve approximately 1,500 attendees each year.
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IRS990/ProgSrvcAccomActy3Grp/Desc0NTL Institute publishes the Journal of Applied Behavioral Science (JABS) that presents the latest academic research on the application of the behavioral sciences in real world situations. The JABS Editorial Board includes many of the leading academics and practitioners in the behavioral sciences. JABS has more than 2,000 institutional and individual subscribers around the world.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085258
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0301180
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IRS990/PYContributionsGrantsAmt0125699
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IRS990/PYInvestmentIncomeAmt01002
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IRS990/PYOtherRevenueAmt0441436
IRS990/PYProgramServiceRevenueAmt01367855
IRS990/PYRevenuesLessExpensesAmt0108285
IRS990/PYSalariesCompEmpBnftPaidAmt0963209
IRS990/PYTotalExpensesAmt01827707
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01935992
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IRS990/ReconcilationRevenueExpnssAmt0-362997
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102087
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0106217
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IRS990ScheduleA/InvestmentIncomePYPct00.02860
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05700
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute is exempt from income taxes under Section 501(c)(3) of the United States Internal Revenue Code and is recognized by the IRS. Under accounting principles generally accepted in the United States of America, the Institute accounts for uncertainty in income taxes recognized in its financial statements and based on a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Institute performed an evaluation of uncertain tax positions as of December 31, 2016 and 2015, and determined that there were no matters that would require recognition in the accompanying financial statements or which may have any effect on its tax exempt status. As of December 31, 2016, the statute of limitations for tax years 2012 through 2016, remains open with the U.S. Federal jurisdiction; however, certain state and local taxing jurisdictions may lengthen this period to five years. It is the Institute's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,309
Liabilities
$359,387
Net assets
$219,922
Revenue
$1,080,022
Expenses
$1,443,019
Net income
-$362,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.13$0.62$0.47$0.56$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.13$0.72$0.42$0.47$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$0.40$0.45$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.83$0.62$0.30$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.15$0.85$0.79$0.74$0.05
2019Summary only. Only limited summary data is available for this year.$0.70$0.11$0.59$1.78$1.21$0.57
2018Summary only. Only limited summary data is available for this year.$0.10$0.19$0.09$0.39$0.51$0.12
2017Summary only. Only limited summary data is available for this year.$0.13$0.10$0.03$1.03$1.22$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.36$0.22$1.08$1.44$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.55$0.59$1.94$1.83$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.49$0.48$1.65$1.49$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.81$0.33$1.93$2.42$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$1.01$0.81$2.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.89$0.93$2.99