Civic Intelligence

Bank Insurance & Securities Association

990 • Fiscal year 2013 • EIN 52-2385104

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.BISANET.ORG
2025 M Street No 80020036

(202) 367-1111

Siviq Scores

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

Liabilities / Assets

67th percentile

0.34x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.31x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

76th percentile

11%

Higher net margin than 76% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$2,243,322

Up $376,543 (+20%) from 2012

Net Assets

Up

$1,479,862

Up $276,704 (+23%) from 2012

Liabilities

Up

$763,460

Up $99,839 (+15%) from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin76th percentile

Revenue

$2,476,404

No earlier filing loaded for comparison.

Expenses

Up

$2,199,700

Up $58,403 (+2.7%) from 2012

Net Income

$276,704

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,864,615Liabilities 2010: $731,955Net Assets 2010: $1,132,6602010Assets 2011: $1,481,107Liabilities 2011: $429,236Net Assets 2011: $1,051,8712011Assets 2012: $1,866,779Liabilities 2012: $663,621Net Assets 2012: $1,203,1582012Assets 2013: $2,243,322Liabilities 2013: $763,460Net Assets 2013: $1,479,8622013Assets 2014: $2,584,977Liabilities 2014: $938,790Net Assets 2014: $1,646,1872014Assets 2015: $2,912,555Liabilities 2015: $1,026,498Net Assets 2015: $1,886,0572015Assets 2016: $3,211,314Liabilities 2016: $1,307,979Net Assets 2016: $1,903,3352016Assets 2017: $3,132,369Liabilities 2017: $1,125,128Net Assets 2017: $2,007,2412017Assets 2018: $3,080,855Liabilities 2018: $1,142,174Net Assets 2018: $1,938,6812018Assets 2019: $2,967,886Liabilities 2019: $1,081,653Net Assets 2019: $1,886,2332019Assets 2020: $2,975,136Liabilities 2020: $1,019,909Net Assets 2020: $1,955,2272020Assets 2021: $3,431,637Liabilities 2021: $1,229,575Net Assets 2021: $2,202,0622021Assets 2022: $3,273,998Liabilities 2022: $1,198,393Net Assets 2022: $2,075,6052022Assets 2023: $3,539,771Liabilities 2023: $1,347,158Net Assets 2023: $2,192,6132023Assets 2024: $3,640,821Liabilities 2024: $1,209,473Net Assets 2024: $2,431,3482024

Highlighted filing

2013

Assets$2,243,322
Liabilities$763,460
Net Assets$1,479,862
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,673,6432010Expenses 2011: $2,288,9332011Expenses 2012: $2,141,2972012Revenue 2013: $2,476,404Expenses 2013: $2,199,700Net Income 2013: $276,7042013Revenue 2014: $2,436,884Expenses 2014: $2,270,559Net Income 2014: $166,3252014Revenue 2015: $2,579,235Expenses 2015: $2,339,365Net Income 2015: $239,8702015Revenue 2016: $2,457,531Expenses 2016: $2,440,253Net Income 2016: $17,2782016Revenue 2017: $2,606,335Expenses 2017: $2,502,429Net Income 2017: $103,9062017Revenue 2018: $2,307,274Expenses 2018: $2,371,168Net Income 2018: -$63,8942018Revenue 2019: $2,578,013Expenses 2019: $2,630,461Net Income 2019: -$52,4482019Revenue 2020: $2,526,318Expenses 2020: $2,457,324Net Income 2020: $68,9942020Revenue 2021: $1,919,474Expenses 2021: $1,671,448Net Income 2021: $248,0262021Revenue 2022: $2,883,492Expenses 2022: $3,009,949Net Income 2022: -$126,4572022Revenue 2023: $3,082,477Expenses 2023: $2,965,469Net Income 2023: $117,0082023Revenue 2024: $3,135,160Expenses 2024: $2,903,922Net Income 2024: $231,2382024

Highlighted filing

2013

Revenue$2,476,404
Expenses$2,199,700
Net Income$276,704
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$2,725,447
Mission and Program Overview

Mission

Bisa's mission is to support member firms and financial professionals within depository institutions by building a community and providing forums to enhance their professionalism, knowledge, and productivity to help them best serve their clients with a broad array of financial solutions.

Support member firms and financial professionals within depository institutions by building a community and providing forums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,498,796$1,793,566▲ $294,770
Cash and Non-Interest-Bearing Accounts$232,854$265,144▲ $32,290
Accounts Receivable$73,319$110,993▲ $37,674
Prepaid Expenses and Deferred Charges$61,810$73,619▲ $11,809
Total Assets$1,866,779$2,243,322▲ $376,543
Liabilities
Deferred Revenue$582,665$665,885▲ $83,220
Accounts Payable and Accrued Expenses$80,956$97,575▲ $16,619
Grants Payable$0--
Total Liabilities$663,621$763,460▲ $99,839
Net Assets / Fund Balance
Unrestricted Net Assets$1,203,158$1,479,862▲ $276,704
Total Net Assets Fund Balance$1,203,158$1,479,862▲ $276,704
Total Liabilities and Net Assets / Fund Balance$1,866,779$2,243,322▲ $376,543
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Marc a VosenImmediate Past President
Sam Guerrieri JrPresident
Dan OverbeyPresident Elect
Dan MccormackVice President
Frank a ConsaloVice President
Andy KalbaughDirector
Brett BowersDirector
Bruce HagemannDirector
Chris RadzomDirector
Donna McneelyDirector
Howard HammondDirector
Jim FujinagaDirector
Jim NonnengardDirector
John W HoustonDirector
Kevin MummauDirector
Leann RummelDirector
Michael AndersonDirector
Richard GuerriniDirector
Richard KollDirector
Scott DixonDirector
Steve DowdenDirector
Tom KlepsDirector
Vance RichardDirector
Wesley EganDirector
James M McneilExecutive Director
Thomas N HoweSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Smithbucklin CorporationManagement Fees-$958,889
Morgan Lewis And Bockius LLPLegal Fees-$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,465,980
Investment Income
$8,924
Other Revenue
$1,500
Change in Net Assets
$276,704

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,476,404
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,476,404
Total Revenue per Form 990
$2,476,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,199,700
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---$786,323
Conferences and Meetings---$659,105
Fees for Services Management---$341,250
Office Expenses---$138,953
Advertising---$90,912
Travel---$88,101
Fees for Services Accounting---$53,096
Fees for Services Legal---$35,014
Insurance---$5,509
Other Expenses---$1,437
Total Functional Expenses$0$0$0$2,199,700

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,199,700
Total Expenses per Audited Statements$2,199,700
Total Expenses per Form 990$2,199,700
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The association has contracted with smithbucklin to perform all management functions.”

Form 990, Part VI, Section A, Line 6

“Banks, savings banks, savings and loan associations, credit unions, and other financial services companies so designated by the board, including broker-dealer, insurance agency, mutual fund, investment management, and financial or estate planning subsidiaries and affiliates of such entities, shall be considered regular members. All organizations interested in supporting the marketing, development or manufacture of securities, insurance and investment products and services for the financial institution distribution channel shall be considered associate members.”

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

“The board of directors are elected by the members of the board.”

Form 990, Part VI, Section B, Line 11

“Management of smithbucklin reviews the form 990 and emails the 990 to the board prior to submitting the form to the irs.”

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

“The officers and board of directors sign a document annually which would disclose any conflict of interests.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE AT OFFICE”

Filing and Contact Details

Filer

EIN
52-2385104
Phone
2023671111

Signing Officer

Name
Jeffrey Hartney
Title
Executive Director
Phone
2023671111
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Hartney
Formed
2002
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
50

Preparer

Preparer
Daniel L Weaver
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Staff time 299,253. Government relations 114,986. Publication 158,255. Productivity benchmark research 22,140. Info content fees 43,800. Development fees 147,889.”

FORM 990, PART XII, LINE 2C:

“The oversight process for the selection of an independent auditor has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the association and various positions related to the potential sources of unrelated business taxable income (ubit). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for fiscal years 2013 and 2012. The association's policy would be to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during fiscal years 2013 and 2012.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0249043
IRS990/GrossReceiptsAmt02725447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt05509
IRS990/InvestmentIncomeGrp/ExclusionAmt08924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08924
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0249043
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BISA'S MISSION IS TO SUPPORT MEMBER FIRMS AND FINANCIAL PROFESSIONALS WITHIN DEPOSITORY INSTITUTIONS BY BUILDING A COMMUNITY AND PROVIDING FORUMS TO ENHANCE THEIR PROFESSIONALISM, KNOWLEDGE, AND PRODUCTIVITY TO HELP THEM BEST SERVE THEIR CLIENTS WITH A BROAD ARRAY OF FINANCIAL SOLUTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01203158
IRS990/NetAssetsOrFundBalancesEOYAmt01479862
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0138953
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt01437
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01500
IRS990/OtherRevenueTotalAmt01500
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt061810
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073619
IRS990/PrincipalOfficerNm0JEFFREY HARTNEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1541800
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND AS
IRS990/ProgramServiceRevenueGrp/Desc1BISA MAGAZINE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3BENCHMARKING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01584975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3145000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01584975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1435713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3145000
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0435198
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED RESEARCH AND STATISTICS NEWSLETTERS, DIRECTORIES, WEBSITES & OTHER PUBLICATIONS TO MEMBERS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt010945
IRS990/PYProgramServiceRevenueAmt02276568
IRS990/PYRevenuesLessExpensesAmt0151379
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02141297
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02292676
IRS990/ReconcilationRevenueExpnssAmt0276704
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02199700
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02476404
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2013 AND 2012. THE ASSOCIATION'S POLICY WOULD BE TO RECOGNIZE INTEREST AND PENALTIES, IF ANY, ON TAX POSITIONS RELATED TO ITS UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES WERE ASSESSED OR RECORDED DURING FISCAL YEARS 2013 AND 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02199700
IRS990ScheduleD/TotalRevenuePerForm990Amt02476404
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02476404
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02199700
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,243,322
Liabilities
$763,460
Net assets
$1,479,862
Revenue
$2,476,404
Expenses
$2,199,700
Net income
$276,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$1.21$2.43$3.14$2.90$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$1.35$2.19$3.08$2.97$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$1.20$2.08$2.88$3.01$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$1.23$2.20$1.92$1.67$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$1.02$1.96$2.53$2.46$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$1.08$1.89$2.58$2.63$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$1.14$1.94$2.31$2.37$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$1.13$2.01$2.61$2.50$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$1.31$1.90$2.46$2.44$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$1.03$1.89$2.58$2.34$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.94$1.65$2.44$2.27$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.24$0.76$1.48$2.48$2.20$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.66$1.20$2.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.43$1.05$2.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.73$1.13$2.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • $1M-$5M nonprofits