Civic Intelligence

Professional Managers Association Inc

990 • Fiscal year 2021 • EIN 52-1231707

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

700 12th St Nwste 700 Pmb 95968Washington, DC 20005

(202) 793-6262

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.07x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Net Margin

50th percentile

11%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$39,673

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2021

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$592,319

Up $94,382 (+19%) from 2020

Net Assets

Up

$580,575

Up $87,488 (+18%) from 2020

Liabilities

Up

$11,744

Up $6,894 (+142%) from 2020

Revenue

Up

$174,681

Up $21,879 (+14%) from 2020

Expenses

Up

$155,930

Up $38,072 (+32%) from 2020

Net Income

Down

$18,751

Down $16,193 (-46%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $247,615Liabilities 2011: $2,4692011Assets 2012: $222,918Liabilities 2012: $02012Assets 2013: $263,947Liabilities 2013: $27,5392013Assets 2014: $292,642Liabilities 2014: $02014Assets 2015: $313,770Liabilities 2015: $5,8772015Assets 2016: $359,961Liabilities 2016: $3,8772016Assets 2017: $406,270Liabilities 2017: $1,723Net Assets 2017: $404,5472017Assets 2018: $429,488Liabilities 2018: $7,3302018Assets 2019: $424,594Liabilities 2019: $849Net Assets 2019: $423,7452019Assets 2020: $497,937Liabilities 2020: $4,850Net Assets 2020: $493,0872020Assets 2021: $592,319Liabilities 2021: $11,744Net Assets 2021: $580,5752021Assets 2022: $484,424Liabilities 2022: $22,857Net Assets 2022: $461,5672022Assets 2023: $484,183Liabilities 2023: $10,383Net Assets 2023: $473,8002023Assets 2024: $513,330Liabilities 2024: $15,153Net Assets 2024: $498,1772024Assets 2025: $525,397Liabilities 2025: $11,614Net Assets 2025: $513,7832025

Highlighted filing

2021

Assets$592,319
Liabilities$11,744
Net Assets$580,575

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $135,562Expenses 2011: $162,071Net Income 2011: -$26,5092011Revenue 2012: $138,260Expenses 2012: $160,488Net Income 2012: -$22,2282012Revenue 2013: $153,091Expenses 2013: $134,130Net Income 2013: $18,9612013Revenue 2014: $161,661Expenses 2014: $137,250Net Income 2014: $24,4112014Revenue 2015: $151,788Expenses 2015: $123,975Net Income 2015: $27,8132015Revenue 2016: $156,647Expenses 2016: $108,456Net Income 2016: $48,1912016Revenue 2017: $157,955Expenses 2017: $119,130Net Income 2017: $38,8252017Revenue 2018: $146,006Expenses 2018: $156,096Net Income 2018: -$10,0902018Revenue 2019: $154,936Expenses 2019: $153,282Net Income 2019: $1,6542019Revenue 2020: $152,802Expenses 2020: $117,858Net Income 2020: $34,9442020Revenue 2021: $174,681Expenses 2021: $155,930Net Income 2021: $18,7512021Revenue 2022: $146,157Expenses 2022: $194,212Net Income 2022: -$48,0552022Revenue 2023: $139,667Expenses 2023: $183,282Net Income 2023: -$43,6152023Revenue 2024: $135,564Expenses 2024: $182,223Net Income 2024: -$46,6592024Revenue 2025: $149,717Expenses 2025: $207,809Net Income 2025: -$58,0922025

Highlighted filing

2021

Revenue$174,681
Expenses$155,930
Net Income$18,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.0
Gross Receipts
$174,681
Mission and Program Overview

Mission

Promote the interests of federal managers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$445,750$492,327▲ $46,577
Cash and Non-Interest-Bearing Accounts$20,238$78,945▲ $58,707
Land, Buildings, and Equipment, Net$41$17,047▲ $17,006
Investments in Publicly Traded Securities$14,104--
Prepaid Expenses and Deferred Charges$13,425--
Accounts Receivable$2,617$4,000▲ $1,383
Total Assets$497,937$592,319▲ $94,382
Other Assets Total$1,762--
Liabilities
Accounts Payable and Accrued Expenses-$11,744-
Other Liabilities$4,850--
Total Liabilities$4,850$11,744▲ $6,894
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$493,087$580,575▲ $87,488
Total Net Assets Fund Balance$493,087$580,575▲ $87,488
Total Liabilities and Net Assets / Fund Balance$497,937$592,319▲ $94,382

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,047$4,054$21,101
Equipment-$1,230$1,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Chad HooperExecutive DiPT$39,673$39,673

Board Members and Trustees

NameTitle
Betsy FallacaroDirector At-
Donald a DickDirector At-
Jeffery D EpplerDirector At-
Sonya RangelDirector At-
Teresa AdamsDirector At-
Jamie CollinsNational Pre
Carlos J ZepedaNational Tre
Kelly ReyesNational V.p
Sharron KettermanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$25,610
Program Service Revenue
$109,058
Investment Income
$37,684
Other Revenue
$2,329
All Other Contributions
$25,610
Change in Net Assets
$18,751

Audited Revenue Reconciliation

Revenue per Audited Statements
$173,420
Revenue Not Reported on Financial Statements
$1,261
Revenue Not Reported on Form 990
$86,310
Total Revenue per Audited Statements
$259,730
Total Revenue per Form 990
$174,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,930
Grants and Similar Amounts Paid$25,000
Total Fundraising Expense$11,604
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$50,010$9,377$3,126$62,513
Fees for Services Legal$23,623$4,429$1,476$29,528
Grants to Domestic Orgs$25,000--$25,000
Office Expenses$16,213$959-$17,172
Information Technology-$4,348$4,348$8,696
Depreciation Depletion$206$1,945$1,944$4,095
Travel-$2,728-$2,728
Insurance$645$645$645$1,935
Fees for Services Accounting$1,040$195$65$1,300
Fees for Service Investment Mgmnt Fees-$1,261-$1,261
Other Expenses$267$56-$56
Total Functional Expenses$117,004$27,322$11,604$155,930

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$155,930
Expenses per Audited Statements$154,669
Total Expenses per Audited Statements$154,669
Expenses Not Reported on Financial Statements$1,261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FeeaAlexandria, VA-Scholarships$25,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Executive DirMgmt ConsultingNo$39,673
-Former Exec DirConsultingNo$13,583
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Professional Managers Association
EIN
52-1231707
Phone
2027936262
Address
700 12TH ST NWSTE 700 PMB 95968, WASHINGTON, DC 20005

Signing Officer

Name
Chad Hooper
Title
Executive Director
Phone
2027936262
Signed
2022-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Hooper
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
29

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
100 LAKEFOREST BLVD STE 650, GAITHERSBURG, MD 20877-2609
Preparer
Clint Lehman CPA
Phone
3019489825
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees 39,144 7,340 2,447 consulting 10,866 2,037 679 total 50,010 9,377 3,126

Form 990, Part XI, Line 9

Prior period adjustment -17,573

Financial Statement Notes

Schedule D, Page 3, Part X

Pma complies with the provisions of the financial accounting standards board (fasb) codification topic accounting for uncertainty in income taxes. For the years ended june 30, 2021 and 2020, no unrecognized tax provision or benefit exists.

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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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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01230
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01230
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01261
IRS990ScheduleD/ExpensesSubtotalAmt0154669
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01261
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01261
IRS990ScheduleD/NetUnrealizedGainsInvstAmt086310
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017047
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04054
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021101
IRS990ScheduleD/RevenueNotReportedAmt086310
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01261
IRS990ScheduleD/RevenueSubtotalAmt0173420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PMA COMPLIES WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017047
IRS990ScheduleD/TotalExpensesPerForm990Amt0155930
IRS990ScheduleD/TotalRevenuePerForm990Amt0174681
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0259730
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0154669
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FEEA
IRS990ScheduleI/RecipientTable/RecipientEIN0521465583
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01641 PRINCE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022314
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1CPM LEADERSHIP CONSULTANTS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER EXEC DIR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EXECUTIVE DIR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt013583
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt139673
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MGMT CONSULTING
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES 39,144 7,340 2,447 CONSULTING 10,866 2,037 679 TOTAL 50,010 9,377 3,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT -17,573
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0497937
IRS990/TotalAssetsEOYAmt0592319
IRS990/TotalAssetsGrp/BOYAmt0497937
IRS990/TotalAssetsGrp/EOYAmt0592319
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025610
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011604
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155930
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04850
IRS990/TotalLiabilitiesEOYAmt011744
IRS990/TotalLiabilitiesGrp/BOYAmt04850
IRS990/TotalLiabilitiesGrp/EOYAmt011744
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0493087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0580575
IRS990/TotalProgramServiceRevenueAmt0109058
IRS990/TotalRevenueGrp/ExclusionAmt037684
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111387
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174681
IRS990/TotalVolunteersCnt029
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0497937
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592319
IRS990/TotReportableCompRltdOrgAmt039673
IRS990/TravelGrp/ManagementAndGeneralAmt02728
IRS990/TravelGrp/TotalAmt02728
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 12TH ST NW STE 700 PMB 95968
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PROMANAGER.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHAD HOOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02027936262
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL MANAGERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0521231707
ReturnHeader/Filer/PhoneNum02027936262
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 12TH ST NWSTE 700 PMB 95968
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521373858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELEON & STANG CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 LAKEFOREST BLVD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208772609
ReturnHeader/PreparerPersonGrp/PhoneNum03019489825
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT LEHMAN CPA
ReturnHeader/ReturnTs02022-05-12T15:38:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOOPER
ReturnHeader/TaxPeriodBeginDt02020-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$0.12$5.14$1.50$2.08$0.58
2024Detailed filing. Detailed filing data is available for this year.$5.13$0.15$4.98$1.36$1.82$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.10$4.74$1.40$1.83$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.23$4.62$1.46$1.94$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.12$5.81$1.75$1.56$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.05$4.93$1.53$1.18$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.24$1.55$1.53$0.02
2018Summary only. Only limited summary data is available for this year.$4.29$0.07$1.46$1.56$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.02$4.05$1.58$1.19$0.39
2016Summary only. Only limited summary data is available for this year.$3.60$0.04$1.57$1.08$0.48
2015Summary only. Only limited summary data is available for this year.$3.14$0.06$1.52$1.24$0.28
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$1.62$1.37$0.24
2013Summary only. Only limited summary data is available for this year.$2.64$0.28$1.53$1.34$0.19
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$1.38$1.60$0.22
2011Summary only. Only limited summary data is available for this year.$2.48$0.02$1.36$1.62$0.27