Civic Intelligence

Oaklins International Inc

990 • Fiscal year 2018 • EIN 52-1390808

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization ProfileWWW.OAKLINS.COM
4417 Beach Blvd No 302Jacksonville, FL 32207

(904) 354-9600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.21x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.14x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

7.7%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$229,905

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

27%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,462,047

Up $213,635 (+17%) from 2017

Net Assets

Up

$1,152,900

Up $177,546 (+18%) from 2017

Liabilities

Up

$309,147

Up $36,089 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin65th percentile

Revenue

Up

$2,246,709

Up $483,602 (+27%) from 2017

Expenses

Up

$2,074,216

Up $458,013 (+28%) from 2017

Net Income

Up

$172,493

Up $25,589 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $609,088Liabilities 2010: $45,933Net Assets 2010: $563,1552010Assets 2011: $933,735Liabilities 2011: $89,005Net Assets 2011: $844,7302011Assets 2012: $911,618Liabilities 2012: $180,278Net Assets 2012: $731,3402012Assets 2013: $1,298,148Liabilities 2013: $138,308Net Assets 2013: $1,159,8402013Assets 2014: $1,080,255Liabilities 2014: $66,699Net Assets 2014: $1,013,5562014Assets 2015: $1,203,697Liabilities 2015: $250,252Net Assets 2015: $953,4452015Assets 2016: $922,450Liabilities 2016: $163,888Net Assets 2016: $758,5622016Assets 2017: $1,248,412Liabilities 2017: $273,058Net Assets 2017: $975,3542017Assets 2018: $1,462,047Liabilities 2018: $309,147Net Assets 2018: $1,152,9002018Assets 2019: $1,444,928Liabilities 2019: $299,244Net Assets 2019: $1,145,6842019Assets 2020: $1,343,504Liabilities 2020: $37,987Net Assets 2020: $1,305,5172020Assets 2021: $1,398,647Liabilities 2021: $163,106Net Assets 2021: $1,235,5412021Assets 2022: $1,137,425Liabilities 2022: $131,393Net Assets 2022: $1,006,0322022Assets 2023: $1,076,131Liabilities 2023: $253,798Net Assets 2023: $822,3332023Assets 2024: $966,102Liabilities 2024: $153,619Net Assets 2024: $812,4832024

Highlighted filing

2018

Assets$1,462,047
Liabilities$309,147
Net Assets$1,152,900
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,375,7192010Expenses 2011: $1,298,1392011Expenses 2012: $1,446,1962012Revenue 2013: $1,661,812Expenses 2013: $1,273,920Net Income 2013: $387,8922013Revenue 2014: $1,561,388Expenses 2014: $1,610,962Net Income 2014: -$49,5742014Revenue 2015: $1,712,097Expenses 2015: $1,759,362Net Income 2015: -$47,2652015Revenue 2016: $1,933,555Expenses 2016: $2,138,316Net Income 2016: -$204,7612016Revenue 2017: $1,763,107Expenses 2017: $1,616,203Net Income 2017: $146,9042017Revenue 2018: $2,246,709Expenses 2018: $2,074,216Net Income 2018: $172,4932018Revenue 2019: $1,953,282Expenses 2019: $1,945,213Net Income 2019: $8,0692019Revenue 2020: $1,392,736Expenses 2020: $1,268,286Net Income 2020: $124,4502020Revenue 2021: $1,371,322Expenses 2021: $1,417,981Net Income 2021: -$46,6592021Revenue 2022: $1,862,859Expenses 2022: $2,089,014Net Income 2022: -$226,1552022Revenue 2023: $1,797,490Expenses 2023: $1,974,351Net Income 2023: -$176,8612023Revenue 2024: $1,929,401Expenses 2024: $2,034,709Net Income 2024: -$105,3082024

Highlighted filing

2018

Revenue$2,246,709
Expenses$2,074,216
Net Income$172,493
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$2,246,709
Mission and Program Overview

Mission

To provide networking, educational, marketing, and other resources to improve the business environment for member firms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$725,682$540,430▼ $185,252
Cash and Non-Interest-Bearing Accounts$145,786$342,395▲ $196,609
Prepaid Expenses and Deferred Charges$40,619$255,165▲ $214,546
Intangible Assets$101,035$120,308▲ $19,273
Accounts Receivable$145,194$78,653▼ $66,541
Land, Buildings, and Equipment, Net$6,300$4,514▼ $1,786
Total Assets$1,248,412$1,462,047▲ $213,635
Other Assets Total$83,796$120,582▲ $36,786
Liabilities
Accounts Payable and Accrued Expenses$273,058$309,147▲ $36,089
Total Liabilities$273,058$309,147▲ $36,089
Net Assets / Fund Balance
Unrestricted Net Assets$975,354$1,152,900▲ $177,546
Total Net Assets Fund Balance$975,354$1,152,900▲ $177,546
Total Liabilities and Net Assets / Fund Balance$1,248,412$1,462,047▲ $213,635

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,514$43,673$48,187
Other Assets Org$111,167--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris ScalesExecutive DirectorFT$204,360$25,545$229,905

Board Members and Trustees

NameTitle
Florian Von AltenChairman/VP Without Portfo
Reed PhillipsPresident
Ralph Della RattaTreasurer
Bryan LivingstonVP Americas
John ZhangVP Asia & Row
Adse De KockVP Eu/mena
Davide Eugenio MilanoVP Industry Groups
Alejandro DillonVP Latam
Peter GrayVP Quality & Intergration
Raymond DoneganVP Strategy/marketing
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,245,403
Investment Income
$0
Other Revenue
$1,306
Change in Net Assets
$172,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,246,709
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,246,709
Total Revenue per Form 990
$2,246,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,844,311
Salaries, Compensation, and Employee Benefits$229,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$670,359
Advertising---$565,649
Fees for Services Other---$362,322
Current Officers, Directors, Trustees, and Key Employees---$229,905
Fees for Services Accounting---$55,907
Occupancy---$53,081
Depreciation Depletion---$48,097
Office Expenses---$30,535
Travel---$16,863
Information Technology---$15,897
Fees for Services Legal---$12,873
Other Expenses---$5,043
Total Functional Expenses$0$0$0$2,074,216

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,074,216
Total Expenses per Audited Statements$2,074,216
Total Expenses per Form 990$2,074,216
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
1
Employees
8
Spending
$641,753

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 & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesA Member Conference Was Held in Vienna, Austria.00$344,581
North America - Canada and Mexico, But Not the United StatesProgram ServicesA Member Conference Was Held in Montreal, Quebec, Canada.00$244,091
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesRented Office Space in Barcelona, Spain.18$53,081
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Oaklins international is a membership association incorporated in the state of delaware for the purpose of providing benefits to its member firms by linking them to a network of approximately 50 independently owned merger and acquisition specialists and investment banking firms worldwide.”

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

“Members elect the governing body each year.”

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

“Members ratify decisions of the board of directors.”

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

“The form 990 was prepared by an independent accounting firm and reviewed by the board of directors prior to filing with the irs.”

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

“The president and chairman of the board reviews the executive directors compensation and makes recommendations to the executive committee for their approval.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available to the public upon request.”

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
Oaklins International Inc
EIN
52-1390808
Phone
9043549600
Address
4417 BEACH BLVD NO 302, JACKSONVILLE, FL 32207

Signing Officer

Name
Reed Phillips
Title
Treasurer
Phone
4165974500
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Scales
Formed
1985
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractors 358,941. Design work 3,381.”

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(6) of the internal revenue code and the tax statutes of delaware; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. It has determined that it does not have any material unrecognized tax benefits or obligations as of december 31, 2018 and 2017.”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0255165
IRS990/PrincipalOfficerNm0CHRIS SCALES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1OAKLINS BRAND ADOPTERS
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0849053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1775031
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2621319
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0849053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1775031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2621319
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PROVIDES CONFERENCES FOR ITS MEMBER FIRMS. THIS OFFERS ITS MEMBERS ACCESS TO TEAMS OF TRAINED CORPORATE FINANCE ADVISORS WITH PARTICULAR EXPERTISE IN TECHNOLOGY-BASED ENTERPRISES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01413641
IRS990/PYOtherRevenueAmt04819
IRS990/PYProgramServiceRevenueAmt01758288
IRS990/PYRevenuesLessExpensesAmt0146904
IRS990/PYSalariesCompEmpBnftPaidAmt0202562
IRS990/PYTotalExpensesAmt01616203
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01763107
IRS990/ReconcilationRevenueExpnssAmt0172493
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0725682
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540430
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04514
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043673
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048187
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02074216
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09415
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1111167
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED COSTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02246709
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF DELAWARE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. IT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2018 AND 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04514
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0120582
IRS990ScheduleD/TotalExpensesPerForm990Amt02074216
IRS990ScheduleD/TotalRevenuePerForm990Amt02246709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02246709
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02074216
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt28
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0244091
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1344581
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt253081
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0A MEMBER CONFERENCE WAS HELD IN MONTREAL, QUEBEC, CANADA.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1A MEMBER CONFERENCE WAS HELD IN VIENNA, AUSTRIA.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2RENTED OFFICE SPACE IN BARCELONA, SPAIN.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt08
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SubtotalSpentAmt0641753
IRS990ScheduleF/TotalEmployeeCnt08
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalSpentAmt0641753
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0204360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount025545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRIS SCALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0229905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAKLINS INTERNATIONAL IS A MEMBERSHIP ASSOCIATION INCORPORATED IN THE STATE OF DELAWARE FOR THE PURPOSE OF PROVIDING BENEFITS TO ITS MEMBER FIRMS BY LINKING THEM TO A NETWORK OF APPROXIMATELY 50 INDEPENDENTLY OWNED MERGER AND ACQUISITION SPECIALISTS AND INVESTMENT BANKING FIRMS WORLDWIDE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BODY EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS RATIFY DECISIONS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT AND CHAIRMAN OF THE BOARD REVIEWS THE EXECUTIVE DIRECTORS COMPENSATION AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR THEIR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRACTORS 358,941. DESIGN WORK 3,381.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01248412
IRS990/TotalAssetsEOYAmt01462047
IRS990/TotalAssetsGrp/BOYAmt01248412
IRS990/TotalAssetsGrp/EOYAmt01462047
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02074216
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0273058
IRS990/TotalLiabilitiesEOYAmt0309147
IRS990/TotalLiabilitiesGrp/BOYAmt0273058
IRS990/TotalLiabilitiesGrp/EOYAmt0309147
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0975354
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01152900
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02245403
IRS990/TotalReportableCompFromOrgAmt0229905
IRS990/TotalRevenueGrp/ExclusionAmt01306
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02245403
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02246709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01248412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01462047
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt016863
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0975354
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01152900
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04417 BEACH BLVD NO 302

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,462,047
Liabilities
$309,147
Net assets
$1,152,900
Revenue
$2,246,709
Expenses
$2,074,216
Net income
$172,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.15$0.81$1.93$2.03$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.25$0.82$1.80$1.97$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.13$1.01$1.86$2.09$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.16$1.24$1.37$1.42$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.04$1.31$1.39$1.27$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.30$1.15$1.95$1.95$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.31$1.15$2.25$2.07$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.27$0.98$1.76$1.62$0.15
2016Summary only. Only limited summary data is available for this year.$0.92$0.16$0.76$1.93$2.14$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.25$0.95$1.71$1.76$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.07$1.01$1.56$1.61$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.14$1.16$1.66$1.27$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.18$0.73$1.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.09$0.84$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.05$0.56$1.38