Civic Intelligence

MID-Atlantic Association for Financial Professionals Inc

990EZ • Fiscal year 2014 • EIN 52-1522668

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization ProfileWWW.MAAFP.ORG
P O Box 1643Columbia, MD 21044

(410) 772-6714

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-4.4%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-0.8%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$64,565

Down $2,962 (-4.4%) from 2013

Net Assets

Down

$64,565

Down $2,962 (-4.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin20th percentile

Revenue

Down

$28,053

Down $229 (-0.8%) from 2013

Expenses

Down

$31,015

Down $6,536 (-17%) from 2013

Net Income

Up

-$2,962

Up $6,307 (+68%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2014

Assets$64,565
Liabilities$0
Net Assets$64,565
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$28,053
Expenses$31,015
Net Income-$2,962
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$28,053
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$30,257
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE PADGETTPresident And Director-$0--
ADAM SEGALVice President And Directo-$0--
CATHY DOBBSTreasurer And Director-$0--
KATIE KIRKPATRICKSecretary And Director-$0--
CHRISTINE OSBORNEDirector-$0--
JOSEPH KELLYDirector-$0--
DIANE MANNDirector-$0--
ELIZABETH JENNINGSDirector-$0--
ANGELICA ANOKHINDirector-$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
Cathy Dobbs
Title
Treasurer
Phone
4107726714
Signed
2015-05-07
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: 6,828. Description: insurance. Amount: 1,152. Description: bank charges. Amount: 1,597. Description: web services. Amount: 2,642. Description: financial forum. Amount: 9,947. Description: board meeting. Amount: 200. Description: consulting fee. Amount: 6,600. Description: regional officers meetings. Amount: 1,291. Total to form 990-ez, line 16: 30,257.”

Raw XML Appendix142 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHY DOBBS
IRS990EZ/BooksInCareOfDetail/PhoneNum04107726714
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05565 STERRETT PLACE 5TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067527
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064565
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-2962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt064565
IRS990EZ/GrossReceiptsAmt028053
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012450
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064565
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/CompensationAmt80
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/EmployeeBenefitProgramAmt80
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/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE PADGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHY DOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANE MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANGELICA ANOKHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT AND DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030257
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRADE ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramServiceRevenueAmt015596
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/ProgramServiceExpensesAmt030257
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt031015
IRS990EZ/TotalProgramServiceExpensesAmt030257
IRS990EZ/TotalRevenueAmt028053
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: 6,828. DESCRIPTION: INSURANCE. AMOUNT: 1,152. DESCRIPTION: BANK CHARGES. AMOUNT: 1,597. DESCRIPTION: WEB SERVICES. AMOUNT: 2,642. DESCRIPTION: FINANCIAL FORUM. AMOUNT: 9,947. DESCRIPTION: BOARD MEETING. AMOUNT: 200. DESCRIPTION: CONSULTING FEE. AMOUNT: 6,600. DESCRIPTION: REGIONAL OFFICERS MEETINGS. AMOUNT: 1,291. TOTAL TO FORM 990-EZ, LINE 16: 30,257.
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY DOBBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04107726714
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
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/ReturnTs02015-05-14T06:51:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,565
Liabilities
$0
Net assets
$64,565
Revenue
$28,053
Expenses
$31,015
Net income
-$2,962
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