Civic Intelligence

MID-Atlantic Association for Financial

EIN 52-1522668 • 501(c)6 • Columbia, MD

Profile

TRADE ASSOCIATION

P O Box 1643Columbia, MD 21044

www.maafp.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

26%

Higher net margin than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$73,302

Up $8,737 (+14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$73,302

Up $8,737 (+14%) from 2014

Operations
Liabilities / Revenue51st percentileNet Margin86th percentile

Revenue

Up

$33,095

Up $5,042 (+18%) from 2014

Expenses

Down

$24,358

Down $6,657 (-21%) from 2014

Net Income

Up

$8,737

Up $11,699 (+395%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $60,463Liabilities 2010: $0Net Assets 2010: $60,4632010Assets 2011: $66,605Liabilities 2011: $0Net Assets 2011: $66,6052011Assets 2012: $76,796Liabilities 2012: $0Net Assets 2012: $76,7962012Assets 2013: $67,527Liabilities 2013: $0Net Assets 2013: $67,5272013Assets 2014: $64,565Liabilities 2014: $0Net Assets 2014: $64,5652014Assets 2015: $73,302Liabilities 2015: $0Net Assets 2015: $73,3022015

Highlighted filing

2015

Assets$73,302
Liabilities$0
Net Assets$73,302
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2010: $34,654Expenses 2010: $37,885Net Income 2010: -$3,2312010Revenue 2011: $35,056Expenses 2011: $28,914Net Income 2011: $6,1422011Revenue 2012: $35,800Expenses 2012: $25,609Net Income 2012: $10,1912012Revenue 2013: $28,282Expenses 2013: $37,551Net Income 2013: -$9,2692013Revenue 2014: $28,053Expenses 2014: $31,015Net Income 2014: -$2,9622014Revenue 2015: $33,095Expenses 2015: $24,358Net Income 2015: $8,7372015

Highlighted filing

2015

Revenue$33,095
Expenses$24,358
Net Income$8,737
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,302
Liabilities
$0
Net assets
$73,302
Revenue
$33,095
Expenses
$24,358
Net income
$8,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$33.1$24.4$8.74
2014Detailed filing. Detailed filing data is available for this year.$64.6$0.00$64.6$28.1$31.0$2.96
2013Detailed filing. Detailed filing data is available for this year.$67.5$0.00$67.5$28.3$37.6$9.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$0.00$76.8$35.8$25.6$10.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.6$0.00$66.6$35.1$28.9$6.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.5$0.00$60.5$34.7$37.9$3.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$33,095
Mission and Program Overview

Mission

TRADE ASSOCIATION

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS A TRADE ASSOCIATION OF TREASURY MANAGEMENT PROFESSIONALS. IT PERIODICALLY MEETS TO FURTHER ITS OBJECTIVES OF SHARING INFORMATION AND PROMOTING THE TREASURY FUNCTION.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE PADGETTPresident-$0--
MICHELLE VANSCHOORISSEVice President-$0--
DIANE MANNTreasurer-$0--
KATIE KIRKPATRICKSecretary-$0--
JOSEPH KELLYDirector-$0--
ELIZABETH JENNINGSDirector-$0--
ANGELICA ANOKHINDirector-$0--
HEATHER MUSICKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mid-atlantic Association for Financial
EIN
52-1522668
Phone
4107726714
Address
P O BOX 1643, COLUMBIA, MD 21044

Signing Officer

Name
Diane Mann
Title
Treasury Project Manager
Phone
4107726714
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Simpson H Gardyn CPA
Phone
4103565900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2. Description: dividends. Amount: 5. Total included on form 990-ez, line 4: 7.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: monthly meetings. Amount: 4,627. Description: insurance. Amount: 1,152. Description: bank charges. Amount: 2,026. Description: web services. Amount: 2,720. Description: financial forum. Amount: 3,625. Description: board meeting. Amount: 673. Description: miscellaneous. Amount: 811. Description: regional officers meetings. Amount: 2,781. Description: postage. Amount: 143. Total to form 990-ez, line 16: 18,558.”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANE MANN
IRS990EZ/BooksInCareOfDetail/PhoneNum04439973108
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1643
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08737
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064565
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073302
IRS990EZ/GrossReceiptsAmt033095
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt020750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE PADGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE VANSCHOORISSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSEPH KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELICA ANOKHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEATHER MUSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018558
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRADE ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt012338
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS A TRADE ASSOCIATION OF TREASURY MANAGEMENT PROFESSIONALS. IT PERIODICALLY MEETS TO FURTHER ITS OBJECTIVES OF SHARING INFORMATION AND PROMOTING THE TREASURY FUNCTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt024358
IRS990EZ/TotalRevenueAmt033095
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MAAFP.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2. DESCRIPTION: DIVIDENDS. AMOUNT: 5. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MONTHLY MEETINGS. AMOUNT: 4,627. DESCRIPTION: INSURANCE. AMOUNT: 1,152. DESCRIPTION: BANK CHARGES. AMOUNT: 2,026. DESCRIPTION: WEB SERVICES. AMOUNT: 2,720. DESCRIPTION: FINANCIAL FORUM. AMOUNT: 3,625. DESCRIPTION: BOARD MEETING. AMOUNT: 673. DESCRIPTION: MISCELLANEOUS. AMOUNT: 811. DESCRIPTION: REGIONAL OFFICERS MEETINGS. AMOUNT: 2,781. DESCRIPTION: POSTAGE. AMOUNT: 143. TOTAL TO FORM 990-EZ, LINE 16: 18,558.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURY PROJECT MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04107726714
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-ATLANTIC ASSOCIATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS INC
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0521522668
ReturnHeader/Filer/PhoneNum04107726714
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1643
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIMPSON H GARDYN CPA
ReturnHeader/ReturnTs02016-05-16T07:38:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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