Civic Intelligence

Us Capital Chapter of Young Presidents Organization Inc

990 • Fiscal year 2019 • EIN 52-1622688

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

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

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

25th percentile

-3.2%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

19th percentile

-6.7%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

50%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$339,039

Down $24,408 (-6.7%) from 2018

Net Assets

Down

$336,662

Down $24,587 (-6.8%) from 2018

Liabilities

Up

$2,377

Up $179 (+8.1%) from 2018

Revenue

Up

$774,921

Up $259,849 (+50%) from 2018

Expenses

Up

$799,508

Up $356,771 (+81%) from 2018

Net Income

Down

-$24,587

Down $96,922 (-134%) from 2018

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

2019

Assets$339,039
Liabilities$2,377
Net Assets$336,662

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

2019

Revenue$774,921
Expenses$799,508
Net Income-$24,587
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$774,921
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$269,811$244,185▼ $25,626
Savings and Temporary Cash Investments$93,636$94,854▲ $1,218
Total Assets$363,447$339,039▼ $24,408
Liabilities
Other Liabilities$2,198$2,377▲ $179
Total Liabilities$2,198$2,377▲ $179
Net Assets / Fund Balance
Unrestricted Net Assets$361,249$336,662▼ $24,587
Total Net Assets Fund Balance$361,249$336,662▼ $24,587
Total Liabilities and Net Assets / Fund Balance$363,447$339,039▼ $24,408
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brandon BloodworthAssistant Forum Chair
Joseph JordanChapter Chair
Cidalia Luis-akbarAlum Officer
Thomas L CoolidgeAssistant Learning Officer
Stuart SicilianoCommunications
Enrico CecchiFamily Officer
Mae GrennanLearning Officer
Natalia LuisLearning Officer
C Brian CoadMember Engagement Officer
Peter StuartMember Engagement Officer
Dan BergerMembership Officer
Ethan McafeeMembership Officer
Christopher M SchroederRegional Liason
Kellee GlassSpouse/partner Officer
Marla BlowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$773,704
Investment Income
$1,217
Other Revenue
$0
Change in Net Assets
$-24,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$799,508
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---$655,812
Other Expenses---$12,043
All Other Expenses---$11,043
Office Expenses---$10,415
Fees for Services Accounting---$1,971
Insurance---$830
Total Functional Expenses$0$0$0$799,508
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$2,377
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 is 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.

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
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marla Blow
Formed
2005
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
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 Appendix377 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/Form990PartVIISectionAGrp/TitleTxt0CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBERSHIP OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBERSHIP OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT FORUM CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER ENGAGEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9FAMILY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SPOUSE/PARTNER OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12COMMUNICATIONS
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02377
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 IS 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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0363447
IRS990/TotalAssetsEOYAmt0339039
IRS990/TotalAssetsGrp/BOYAmt0363447
IRS990/TotalAssetsGrp/EOYAmt0339039
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0799508
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02198
IRS990/TotalLiabilitiesEOYAmt02377
IRS990/TotalLiabilitiesGrp/BOYAmt02198
IRS990/TotalLiabilitiesGrp/EOYAmt02377
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0336662
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04236
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04236
IRS990/TotalProgramServiceRevenueAmt0773704
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01217
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0773704
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0774921
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0363447
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0339039
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0361249
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0336662
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0734 15TH STREET NW 10TH FLOOR
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020005
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07032038732
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
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/AtSubmissionFilingDeviceId0A42F4391D95806C756A77E7581EFB4E16C6F4E87
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.79.205.85
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:09:26
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/ReturnTs02019-11-14T09:14:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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