Civic Intelligence

Us Capital Chapter of Young Presidents Organization Inc

990 • Fiscal year 2017 • EIN 52-1622688

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

C/O R Philipson CO 8601 Georgia AveSilver Spring, MD 20910

(703) 203-8732

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

23%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$289,561

Up $49,729 (+21%) from 2016

Net Assets

Up

$288,914

Up $49,146 (+20%) from 2016

Liabilities

Up

$647

Up $583 (+911%) from 2016

Revenue

Up

$332,083

Up $62,790 (+23%) from 2016

Expenses

Down

$282,937

Down $45,954 (-14%) from 2016

Net Income

Up

$49,146

Up $108,744 (+182%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $303,436Liabilities 2011: $0Net Assets 2011: $303,4362011Assets 2012: $258,834Liabilities 2012: $0Net Assets 2012: $258,8342012Assets 2013: $293,848Liabilities 2013: $0Net Assets 2013: $293,8482013Assets 2014: $253,820Liabilities 2014: $0Net Assets 2014: $253,8202014Assets 2015: $299,366Liabilities 2015: $0Net Assets 2015: $299,3662015Assets 2016: $239,832Liabilities 2016: $64Net Assets 2016: $239,7682016Assets 2017: $289,561Liabilities 2017: $647Net Assets 2017: $288,9142017Assets 2018: $363,447Liabilities 2018: $2,198Net Assets 2018: $361,2492018Assets 2019: $339,039Liabilities 2019: $2,377Net Assets 2019: $336,6622019Assets 2020: $338,896Liabilities 2020: $0Net Assets 2020: $338,8962020Assets 2021: $319,019Liabilities 2021: $2,324Net Assets 2021: $316,6952021Assets 2022: $506,895Liabilities 2022: $2,627Net Assets 2022: $504,2682022Assets 2023: $307,977Liabilities 2023: $28Net Assets 2023: $307,9492023Assets 2024: $463,729Liabilities 2024: $0Net Assets 2024: $463,7292024

Highlighted filing

2017

Assets$289,561
Liabilities$647
Net Assets$288,914

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $250,391Expenses 2011: $236,598Net Income 2011: $13,7932011Expenses 2012: $322,3982012Revenue 2013: $305,504Expenses 2013: $270,490Net Income 2013: $35,0142013Revenue 2014: $216,488Expenses 2014: $256,516Net Income 2014: -$40,0282014Revenue 2015: $312,609Expenses 2015: $267,063Net Income 2015: $45,5462015Revenue 2016: $269,293Expenses 2016: $328,891Net Income 2016: -$59,5982016Revenue 2017: $332,083Expenses 2017: $282,937Net Income 2017: $49,1462017Revenue 2018: $515,072Expenses 2018: $442,737Net Income 2018: $72,3352018Revenue 2019: $774,921Expenses 2019: $799,508Net Income 2019: -$24,5872019Revenue 2020: $465,991Expenses 2020: $463,757Net Income 2020: $2,2342020Revenue 2021: $356,153Expenses 2021: $378,354Net Income 2021: -$22,2012021Revenue 2022: $621,002Expenses 2022: $433,429Net Income 2022: $187,5732022Revenue 2023: $339,050Expenses 2023: $539,917Net Income 2023: -$200,8672023Revenue 2024: $591,000Expenses 2024: $599,606Net Income 2024: -$8,6062024

Highlighted filing

2017

Revenue$332,083
Expenses$282,937
Net Income$49,146
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$332,083
Mission and Program Overview

Mission

To further the development, promotion, and exchange of ideas, experiences, and practices pertaining to business management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$147,803$196,839▲ $49,036
Savings and Temporary Cash Investments$92,029$92,722▲ $693
Total Assets$239,832$289,561▲ $49,729
Liabilities
Other Liabilities$64$647▲ $583
Total Liabilities$64$647▲ $583
Net Assets / Fund Balance
Unrestricted Net Assets$239,768$288,914▲ $49,146
Total Net Assets Fund Balance$239,768$288,914▲ $49,146
Total Liabilities and Net Assets / Fund Balance$239,832$289,561▲ $49,729
Compensation and Service Providers

Board Members and Trustees

NameTitle
John ForsterAlumni Chair
Dean GarfieldChapter Chair
Michael WoodCo-membership Chair
Robert MoserCo-membership Chair
Lorne GreenCommunications Chair
Adam VolanthForum Chair
Joseph JordanAsst. Learning Officer
Cameron PrattChapter Network Officer
Beth JohnsonFamily Officer
Cidalia Luis-akbarLearning Officer
Eric KesslerNew Member Integration CHA
Christopher M SchroederRegional Liason
Michael PickrumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$331,390
Investment Income
$693
Other Revenue
$0
Change in Net Assets
$49,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,937
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$152,854
All Other Expenses---$9,667
Other Expenses---$5,163
Office Expenses---$5,155
Fees for Services Accounting---$2,283
Total Functional Expenses$0$0$0$282,937
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$647
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization hires an outside contractor whose duties include signing the checks, preparing the budgets, and hiring caterers, photographers, helpers, and any other staff needed to run the events, marketing, and initiatives.

Form 990, Part VI, Section A, Line 6

Eligibility of members are determined in accordance with the requirements as established by young presidents organization, inc., of which this corporation is a subordinated local chapter. The membership consists of persons who are interested in the corporation's purposes and activities and who meet any additional requirements, including the payment of initiation fees, if any, and dues, as determined by the board.

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

The members elect the directors by a plurality of votes cast by the members entitled to vote at the annual meeting. Each director holds office for one year or until a successor is duly elected and qualified or until his or her earlier resignation or removal.

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

The only matters upon which the membership has voting rights is in connection with the admission of new members, the election of the directors and officers, and upon any matters as determined by resolution of the board of directors.

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

The completed form 990 is available for review at board of director meetings.

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

Affected members may not participate in discussion or vote on matters where conflicts of interest exist.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Adam volanth - 22636 davis drive #250, sterling, va 20164. John forster - 7780 progress court, gainsville, va 20155. Michael wood - 5039 lowell street nw, washington, dc 20016. Robert moser - 7500 old georgetown road, bethesda, md 20814. Michael pickrum - 5315 yorktown road, bethesda, md 20816. Christopher m. Schroeder - 5627 potomac ave nw, washington, dc 20016. Eric kessler - 1201 connecticut ave nw #300, washington, dc 20036. Cameron pratt - 9600 blackwell road, #200, rockville, md 20850. Dean garfield - 1101 k street nw #610, washington, dc 20005. Lorne green - 164 rollins avenue, rockville, md 20852. Cidalia luis-akbar - 12200 plum orchard drive #1100, silver spring, md 20904. Joseph jordan - 1339 carpers farm way, vienna, va 22182. Beth johnson - 7316 wisconsin avenue #450, bethesda, md 20814.

Filing and Contact Details

Filer

Filer Name
US Capital Chapter of
EIN
52-1622688
Phone
7032038732
Address
C/O R PHILIPSON CO 8601 GEORGIA AVE, SILVER SPRING, MD 20910

Signing Officer

Name
Blair Hoffman
Title
Chapter Administrator
Phone
7032038732
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Pickrum
Formed
2005
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Robert Philipson & Co
Address
8601 GEORGIA AVE STE 1001, SILVER SPRING, MD 20910
Preparer
Richard Philipson
Phone
3016083900
Raw XML Appendix360 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/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HIRES AN OUTSIDE CONTRACTOR WHOSE DUTIES INCLUDE SIGNING THE CHECKS, PREPARING THE BUDGETS, AND HIRING CATERERS, PHOTOGRAPHERS, HELPERS, AND ANY OTHER STAFF NEEDED TO RUN THE EVENTS, MARKETING, AND INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELIGIBILITY OF MEMBERS ARE DETERMINED IN ACCORDANCE WITH THE REQUIREMENTS AS ESTABLISHED BY YOUNG PRESIDENTS ORGANIZATION, INC., OF WHICH THIS CORPORATION IS A SUBORDINATED LOCAL CHAPTER. THE MEMBERSHIP CONSISTS OF PERSONS WHO ARE INTERESTED IN THE CORPORATION'S PURPOSES AND ACTIVITIES AND WHO MEET ANY ADDITIONAL REQUIREMENTS, INCLUDING THE PAYMENT OF INITIATION FEES, IF ANY, AND DUES, AS DETERMINED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE DIRECTORS BY A PLURALITY OF VOTES CAST BY THE MEMBERS ENTITLED TO VOTE AT THE ANNUAL MEETING. EACH DIRECTOR HOLDS OFFICE FOR ONE YEAR OR UNTIL A SUCCESSOR IS DULY ELECTED AND QUALIFIED OR UNTIL HIS OR HER EARLIER RESIGNATION OR REMOVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ONLY MATTERS UPON WHICH THE MEMBERSHIP HAS VOTING RIGHTS IS IN CONNECTION WITH THE ADMISSION OF NEW MEMBERS, THE ELECTION OF THE DIRECTORS AND OFFICERS, AND UPON ANY MATTERS AS DETERMINED BY RESOLUTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPLETED FORM 990 IS AVAILABLE FOR REVIEW AT BOARD OF DIRECTOR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AFFECTED MEMBERS MAY NOT PARTICIPATE IN DISCUSSION OR VOTE ON MATTERS WHERE CONFLICTS OF INTEREST EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADAM VOLANTH - 22636 DAVIS DRIVE #250, STERLING, VA 20164. JOHN FORSTER - 7780 PROGRESS COURT, GAINSVILLE, VA 20155. MICHAEL WOOD - 5039 LOWELL STREET NW, WASHINGTON, DC 20016. ROBERT MOSER - 7500 OLD GEORGETOWN ROAD, BETHESDA, MD 20814. MICHAEL PICKRUM - 5315 YORKTOWN ROAD, BETHESDA, MD 20816. CHRISTOPHER M. SCHROEDER - 5627 POTOMAC AVE NW, WASHINGTON, DC 20016. ERIC KESSLER - 1201 CONNECTICUT AVE NW #300, WASHINGTON, DC 20036. CAMERON PRATT - 9600 BLACKWELL ROAD, #200, ROCKVILLE, MD 20850. DEAN GARFIELD - 1101 K STREET NW #610, WASHINGTON, DC 20005. LORNE GREEN - 164 ROLLINS AVENUE, ROCKVILLE, MD 20852. CIDALIA LUIS-AKBAR - 12200 PLUM ORCHARD DRIVE #1100, SILVER SPRING, MD 20904. JOSEPH JORDAN - 1339 CARPERS FARM WAY, VIENNA, VA 22182. BETH JOHNSON - 7316 WISCONSIN AVENUE #450, BETHESDA, MD 20814.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0239832
IRS990/TotalAssetsEOYAmt0289561
IRS990/TotalAssetsGrp/BOYAmt0239832
IRS990/TotalAssetsGrp/EOYAmt0289561
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282937
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064
IRS990/TotalLiabilitiesEOYAmt0647
IRS990/TotalLiabilitiesGrp/BOYAmt064
IRS990/TotalLiabilitiesGrp/EOYAmt0647
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239768
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0288914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0331390
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0693
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0331390
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332083
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0239832
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289561
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0239768
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0288914
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05315 YORKTOWN ROAD
IRS990/USAddress/CityNm0BETHESDA
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020816
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07032038732
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0US CAPITAL CHAPTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0YOUNG PRESIDENTS ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0USCA
ReturnHeader/Filer/EIN0521622688
ReturnHeader/Filer/PhoneNum07032038732
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O R PHILIPSON CO 8601 GEORGIA AVE
ReturnHeader/Filer/USAddress/CityNm0SILVER SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020910
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09AACE4A63D848072D332394280B958E1D9ECF7DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1A44B3CDE21C76D6A13B247F34D22201B586791
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.253.0.17
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:49:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0530126010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT PHILIPSON & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08601 GEORGIA AVE STE 1001
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SILVER SPRING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020910
ReturnHeader/PreparerPersonGrp/PhoneNum03016083900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PHILIPSON
ReturnHeader/ReturnTs02018-05-15T09:24:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$5.91$6.00$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$3.39$5.40$2.01
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.03$5.04$6.21$4.33$1.88
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.02$3.17$3.56$3.78$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$4.66$4.64$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.02$3.37$7.75$8.00$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.02$3.61$5.15$4.43$0.72
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$3.32$2.83$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.69$3.29$0.60
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.13$2.67$0.46
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$2.16$2.57$0.40
2013Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$3.06$2.70$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$3.22
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$3.03$2.50$2.37$0.14