Civic Intelligence

Professional Association for Investment

990 • Fiscal year 2016 • EIN 52-2073300

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization ProfileWWW.PAICR.COM
10020 Monroe Road No 170Matthews, NC 28105

(704) 724-5753

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-9.3%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-16%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-8.2%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$208,092

Down $38,654 (-16%) from 2015

Net Assets

Down

$206,592

Down $32,560 (-14%) from 2015

Liabilities

Down

$1,500

Down $6,094 (-80%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin23rd percentile

Revenue

Down

$368,871

Down $32,958 (-8.2%) from 2015

Expenses

Down

$403,166

Down $67,674 (-14%) from 2015

Net Income

Up

-$34,295

Up $34,716 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2016

Assets$208,092
Liabilities$1,500
Net Assets$206,592
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

2016

Revenue$368,871
Expenses$403,166
Net Income-$34,295
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$368,871
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
Investments in Publicly Traded Securities$155,287$157,978▲ $2,691
Cash and Non-Interest-Bearing Accounts$83,226$49,100▼ $34,126
Prepaid Expenses and Deferred Charges$7,333$714▼ $6,619
Intangible Assets$900$300▼ $600
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$246,746$208,092▼ $38,654
Liabilities
Deferred Revenue$5,250$0▼ $5,250
Accounts Payable and Accrued Expenses$2,344$1,500▼ $844
Total Liabilities$7,594$1,500▼ $6,094
Net Assets / Fund Balance
Unrestricted Net Assets$239,152$206,592▼ $32,560
Total Net Assets Fund Balance$239,152$206,592▼ $32,560
Total Liabilities and Net Assets / Fund Balance$246,746$208,092▼ $38,654

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,029$3,029
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Henry DeteringPresident
Anne FarroVice President
Amanda BurtonDirector
Beth SherringDirector
Bruno Guy-wassierDirector
Craig PetersonDirector
Daniella BoniDirector
Deb WellDirector
Dorothy FriedrichDirector
Ellen JonesDirector
Imani PantonDirector
Kari BrettDirector
Lisa WilliamsDirector
Maureen BromwellDirector
Tom MulliganDirector
Tucker SlosburgDirector
Ray LewisSecretary
Cathy MclaganTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ann M ClarkeAdministrative Services5634D STRAWBERRY HILL DRIVE, Charlotte, NC 28211$100,333
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$359,070
Investment Income
$1,112
Other Revenue
$8,689
Change in Net Assets
$-34,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$403,166
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---$219,773
Fees for Services Management---$108,286
Fees for Services Accounting---$28,806
Information Technology---$16,570
Office Expenses---$16,103
Travel---$3,872
Insurance---$1,250
Depreciation Depletion---$600
Other Expenses---$360
Fees for Services Legal---$97
Interest---$7
Total Functional Expenses$0$0$0$403,166
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
No

Governance Explanations

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
10020 MONROE ROAD NO 170, MATTHEWS, NC 28105

Signing Officer

Name
Anne Farro
Title
Treasurer
Phone
7047245753
Signed
2017-05-11

Organization Details

Principal Officer
Henry Detering
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
R Michael Sorrells
Phone
2022932200
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0714
IRS990/PrincipalOfficerNm0HENRY DETERING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TRADE SHOWS & CONVENTI
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0289905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt169165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0289905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt169165
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04793
IRS990/PYOtherExpensesAmt0470840
IRS990/PYOtherRevenueAmt01270
IRS990/PYProgramServiceRevenueAmt0395766
IRS990/PYRevenuesLessExpensesAmt0-69011
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0470840
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0401829
IRS990/ReconcilationRevenueExpnssAmt0-34295
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/ExplanationTxt0MEMBERSHIP 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/ExplanationTxt1THE 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/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE COMPENSATION POLICIES AS IT DOES NOT HAVE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S POLICIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0246746
IRS990/TotalAssetsEOYAmt0208092
IRS990/TotalAssetsGrp/BOYAmt0246746
IRS990/TotalAssetsGrp/EOYAmt0208092
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0403166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07594
IRS990/TotalLiabilitiesEOYAmt01500
IRS990/TotalLiabilitiesGrp/BOYAmt07594
IRS990/TotalLiabilitiesGrp/EOYAmt01500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0359070
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09801
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0359070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0368871
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0246746
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0208092
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03872
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0239152
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0206592
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010020 MONROE ROAD NO 170
IRS990/USAddress/CityNm0MATTHEWS
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028105
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.PAICR.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE FARRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047245753
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL ASSOCIATION FOR INVESTMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMUNICATIONS RESOURCES
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0522073300
ReturnHeader/Filer/PhoneNum07047245753
ReturnHeader/Filer/USAddress/AddressLine1Txt010020 MONROE ROAD NO 170
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FDEADBD78032F390E1998D1DE6D7ED2A9E98672
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.59.105.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:47:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521855942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TATE & TRYON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 L ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,092
Liabilities
$1,500
Net assets
$206,592
Revenue
$368,871
Expenses
$403,166
Net income
-$34,295
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