Civic Intelligence

Professional Association for Investment

EIN 52-2073300 • 501(c)6 • Charlotte, NC

Profile

Enhance investment industry communications by empowering and educating members worldwide who are support resources for client services and various marketing areas

4100 Carmel Road B263Charlotte, NC 28226

www.paicr.com

Siviq Scores

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

Liabilities / Assets

70th percentile

0.06x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-87%

Higher net margin than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

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 2018

Asset Growth

12th percentile

-63%

Faster asset growth than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-62%

Faster revenue growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$60,636

Down $102,249 (-63%) from 2017

Liabilities

Up

$3,752

Up $3,633 (+3053%) from 2017

Net Assets

Down

$56,884

Down $105,882 (-65%) from 2017

Operations
Liabilities / Revenue68th percentileNet Margin8th percentile

Revenue

Down

$121,047

Down $193,679 (-62%) from 2017

Expenses

Down

$226,682

Down $136,205 (-38%) from 2017

Net Income

Down

-$105,635

Down $57,474 (-119%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2010: $266,298Liabilities 2010: $0Net Assets 2010: $266,2982010Assets 2011: $301,172Liabilities 2011: $11,338Net Assets 2011: $289,8342011Assets 2012: $360,848Liabilities 2012: $49,578Net Assets 2012: $311,2702012Assets 2013: $411,899Liabilities 2013: $36,728Net Assets 2013: $375,1712013Assets 2014: $316,574Liabilities 2014: $2,364Net Assets 2014: $314,2102014Assets 2015: $246,746Liabilities 2015: $7,594Net Assets 2015: $239,1522015Assets 2016: $208,092Liabilities 2016: $1,500Net Assets 2016: $206,5922016Assets 2017: $162,885Liabilities 2017: $119Net Assets 2017: $162,7662017Assets 2018: $60,636Liabilities 2018: $3,752Net Assets 2018: $56,8842018

Highlighted filing

2018

Assets$60,636
Liabilities$3,752
Net Assets$56,884
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $233,5102010Revenue 2011: $281,997Expenses 2011: $258,461Net Income 2011: $23,5362011Expenses 2012: $333,0932012Revenue 2013: $413,812Expenses 2013: $349,911Net Income 2013: $63,9012013Revenue 2014: $364,773Expenses 2014: $425,734Net Income 2014: -$60,9612014Revenue 2015: $401,829Expenses 2015: $470,840Net Income 2015: -$69,0112015Revenue 2016: $368,871Expenses 2016: $403,166Net Income 2016: -$34,2952016Revenue 2017: $314,726Expenses 2017: $362,887Net Income 2017: -$48,1612017Revenue 2018: $121,047Expenses 2018: $226,682Net Income 2018: -$105,6352018

Highlighted filing

2018

Revenue$121,047
Expenses$226,682
Net Income-$105,635
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$60,636
Liabilities
$3,752
Net assets
$56,884
Revenue
$121,047
Expenses
$226,682
Net income
-$105,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$1.21$2.27$1.06
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$3.15$3.63$0.48
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.02$2.07$3.69$4.03$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.08$2.39$4.02$4.71$0.69
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.02$3.14$3.65$4.26$0.61
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.37$3.75$4.14$3.50$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.50$3.11$3.33
2011Summary only. Only limited summary data is available for this year.$3.01$0.11$2.90$2.82$2.58$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$2.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 13, 2019
Return Version
2018v3.1
Gross Receipts
$188,698
Mission and Program Overview

Mission

Enhance investment industry communications by empowering and educating members worldwide who are support resources for client services and various marketing areas

Lead the investment marketing profession through education, advocacy, fellowship and standards

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,372$50,370▲ $3,998
Prepaid Expenses and Deferred Charges$200$8,759▲ $8,559
Savings and Temporary Cash Investments-$1,440-
Accounts Receivable$273$62▼ $211
Investments in Publicly Traded Securities$116,040$5▼ $116,035
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$162,885$60,636▼ $102,249
Liabilities
Accounts Payable and Accrued Expenses$119$3,752▲ $3,633
Total Liabilities$119$3,752▲ $3,633
Net Assets / Fund Balance
Unrestricted Net Assets$162,766$56,884▼ $105,882
Total Net Assets Fund Balance$162,766$56,884▼ $105,882
Total Liabilities and Net Assets / Fund Balance$162,885$60,636▼ $102,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,029$3,029
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Cathy MclaganPresident
Tom MulliganVice President
Anne BanksBoard Member
Beth MosleyBoard Member
Beth SherringBoard Member
Colleen DunneBoard Member
Daniella BoniBoard Member
Deb WellBoard Member
Diane HallettBoard Member
Ellen JonesBoard Member
Lauren SmithBoard Member
Lisa WilliamsBoard Member
Melanie MurrayBoard Member
Michael AdelmanBoard Member
Steve KingBoard Member
Stewart DierBoard Member
Tucker SlosburgSecretary
Anne FarroTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ann M ClarkeAdministrative Services5338 SANDTRAP LANE, Charlotte, NC 28226$105,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,733
Investment Income
$-400
Other Revenue
$714
Change in Net Assets
$-105,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,682
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
Fees for Services Other---$113,255
Conferences and Meetings---$34,571
Fees for Services Accounting---$33,000
Information Technology---$16,902
Fees for Services Management---$14,316
Travel---$5,876
Office Expenses---$4,580
Fees for Services Legal---$1,718
Insurance---$855
Other Expenses---$523
Total Functional Expenses$0$0$0$226,682
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has engaged ann clarke, an independent contractor, to serve as chief administrative officer. The duties of this role include attendance and support of all meetings of the officers and board, oversight of accounting functions performed by third parties, and management of the annual and rfp conferences.”

Form 990, Part VI, Section A, Line 6

“Membership is comprised of individuals whose primary careers are in the fields of investment management marketing and communications. There are four categories of membership: individual, individual sponsored, associate, and corporate.”

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

“The association has a cpa prepare the 990. The form 990 is reviewed by the treasurer, president and accounting personnel at the management company.”

Form 990, Part VI, Section B, Line 15

“The organization does not have compensation policies as it does not have employees.”

Form 990, Part VI, Section C, Line 19

“The association's policies are available upon request”

Filing and Contact Details

Filer

Filer Name
Professional Association for Investment
EIN
52-2073300
Phone
7047245753
Address
4100 CARMEL ROAD B263, CHARLOTTE, NC 28226

Signing Officer

Name
Anne Farro
Title
Treasurer
Phone
7047245753
Signed
2019-02-13

Organization Details

Principal Officer
Cathy Mclagan
Formed
1998
Legal Domicile
De
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
40

Preparer

Firm
Tate & Tryon
Address
2021 L ST NW, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Chief admin officer expense 105,000. Other professional services 8,255.”

Raw XML AppendixShowing 400 of 416 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/MissionDesc0ENHANCE INVESTMENT INDUSTRY COMMUNICATIONS BY EMPOWERING AND EDUCATING MEMBERS WORLDWIDE WHO ARE SUPPORT RESOURCES FOR CLIENT SERVICES AND VARIOUS MARKETING AREAS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0162766
IRS990/NetAssetsOrFundBalancesEOYAmt056884
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1939
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1939
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-247
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/TotalAmt04580
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1GIFTS AND AWARDS
IRS990/OtherExpensesGrp/TotalAmt01086
IRS990/OtherExpensesGrp/TotalAmt1523
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1JOB BOARD
IRS990/OtherRevenueMiscGrp/ExclusionAmt0435
IRS990/OtherRevenueMiscGrp/ExclusionAmt1279
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0435
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1279
IRS990/OtherRevenueTotalAmt0714
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08759
IRS990/PrincipalOfficerNm0CATHY MCLAGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TRADE SHOWS & CONVENTI
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt065618
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155115
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt065618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155115
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03800
IRS990/PYOtherExpensesAmt0362887
IRS990/PYOtherRevenueAmt02300
IRS990/PYProgramServiceRevenueAmt0308626
IRS990/PYRevenuesLessExpensesAmt0-48161
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0362887
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0314726
IRS990/ReconcilationRevenueExpnssAmt0-105635
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01440
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03029
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ENGAGED ANN CLARKE, AN INDEPENDENT CONTRACTOR, TO SERVE AS CHIEF ADMINISTRATIVE OFFICER. THE DUTIES OF THIS ROLE INCLUDE ATTENDANCE AND SUPPORT OF ALL MEETINGS OF THE OFFICERS AND BOARD, OVERSIGHT OF ACCOUNTING FUNCTIONS PERFORMED BY THIRD PARTIES, AND MANAGEMENT OF THE ANNUAL AND RFP CONFERENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP IS COMPRISED OF INDIVIDUALS WHOSE PRIMARY CAREERS ARE IN THE FIELDS OF INVESTMENT MANAGEMENT MARKETING AND COMMUNICATIONS. THERE ARE FOUR CATEGORIES OF MEMBERSHIP: INDIVIDUAL, INDIVIDUAL SPONSORED, ASSOCIATE, AND CORPORATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION HAS A CPA PREPARE THE 990. THE FORM 990 IS REVIEWED BY THE TREASURER, PRESIDENT AND ACCOUNTING PERSONNEL AT THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE COMPENSATION POLICIES AS IT DOES NOT HAVE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION'S POLICIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHIEF ADMIN OFFICER EXPENSE 105,000. OTHER PROFESSIONAL SERVICES 8,255.
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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0162885
IRS990/TotalAssetsEOYAmt060636
IRS990/TotalAssetsGrp/BOYAmt0162885
IRS990/TotalAssetsGrp/EOYAmt060636
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119
IRS990/TotalLiabilitiesEOYAmt03752
IRS990/TotalLiabilitiesGrp/BOYAmt0119
IRS990/TotalLiabilitiesGrp/EOYAmt03752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0162766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056884
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0120733
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0314
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120733
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121047
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0162885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060636
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05876
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0162766
IRS990/UnrestrictedNetAssetsGrp/EOYAmt056884
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04100 CARMEL ROAD B263
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028226
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.PAICR.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE FARRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047245753
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL ASSOCIATION FOR INVESTMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMUNICATIONS RESOURCES
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0522073300
ReturnHeader/Filer/PhoneNum07047245753
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 CARMEL ROAD B263
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BC65B47B3A1F1CE2534BD8A8DAEFAC1BF945F16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.59.105.130

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