Civic Intelligence

Coalition for Equitable Regulation and Taxation

990EZ • Fiscal year 2016 • EIN 54-1761887

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
PO Box 3253Annapolis, MD 21403

(410) 626-7005

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-6.3%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-6.2%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

4.9%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$126,604

Down $8,382 (-6.2%) from 2015

Net Assets

Down

$126,604

Down $8,382 (-6.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Up

$133,357

Up $6,172 (+4.9%) from 2015

Expenses

Down

$141,739

Down $44,647 (-24%) from 2015

Net Income

Up

-$8,382

Up $50,819 (+86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2010: $204,334Net Assets 2010: $204,3342010Assets 2011: $194,402Net Assets 2011: $194,4022011Assets 2012: $200,336Net Assets 2012: $200,3362012Assets 2013: $204,700Liabilities 2013: $0Net Assets 2013: $204,7002013Assets 2014: $194,187Liabilities 2014: $0Net Assets 2014: $194,1872014Assets 2015: $134,986Liabilities 2015: $0Net Assets 2015: $134,9862015Assets 2016: $126,604Liabilities 2016: $0Net Assets 2016: $126,6042016Assets 2017: $88,388Liabilities 2017: $0Net Assets 2017: $88,3882017Assets 2018: $59,981Liabilities 2018: $0Net Assets 2018: $59,9812018Assets 2019: $184,554Liabilities 2019: $0Net Assets 2019: $184,5542019Assets 2020: $249,951Liabilities 2020: $0Net Assets 2020: $249,9512020Assets 2021: $303,153Net Assets 2021: $303,1532021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$126,604
Liabilities$0
Net Assets$126,604
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100KRevenue 2010: $103,054Expenses 2010: $154,076Net Income 2010: -$51,0222010Revenue 2011: $128,935Expenses 2011: $138,867Net Income 2011: -$9,9322011Revenue 2012: $131,932Expenses 2012: $125,998Net Income 2012: $5,9342012Revenue 2013: $131,384Expenses 2013: $127,020Net Income 2013: $4,3642013Revenue 2014: $136,807Expenses 2014: $147,320Net Income 2014: -$10,5132014Revenue 2015: $127,185Expenses 2015: $186,386Net Income 2015: -$59,2012015Revenue 2016: $133,357Expenses 2016: $141,739Net Income 2016: -$8,3822016Revenue 2017: $135,743Expenses 2017: $173,959Net Income 2017: -$38,2162017Revenue 2018: $118,090Expenses 2018: $146,497Net Income 2018: -$28,4072018Revenue 2019: $166,328Expenses 2019: $41,755Net Income 2019: $124,5732019Revenue 2020: $153,203Expenses 2020: $87,806Net Income 2020: $65,3972020Revenue 2021: $191,305Expenses 2021: $138,103Net Income 2021: $53,2022021Revenue 2022: $140,271Expenses 2022: $168,424Net Income 2022: -$28,1532022

Highlighted filing

2016

Revenue$133,357
Expenses$141,739
Net Income-$8,382
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$133,357
Mission and Program Overview

Mission

The coalition for equitable regulation and taxation provides analysis of state and local legislation involving such matters as interstate sales taxes, registration requirements for out of state sellers, criteria for registration as a "broker-dealer" as well as reporting requirements for cash transactions. An equally important purpose is the tracking of state and federal legislation potentially affecting the rare coin and precious metals business community. Research results are provided to educate state and federal government officials of the impact, often unintentional consequences, of existing and proposed legislation.

The coalition for equitable regulation and taxation (cert) is a separate entity that functions as the lobbying arm of icta. As such, it is at the forefront of industry efforts to educate state and federal government leaders, legislative representatives and staff and the public regarding issues of concern to the rare coins/precious metals community.

Program Services

DescriptionGrantsExpenses
CONTACT WITH STATE AND FEDERAL GOVT LEADERS, REPRESENTATIVES AND STAFF MEMBERS IN THE EXECUTIVE AND LEGISLATIVE BRANCHES RELATIVE TO THE ORGANZIATION'S EFFORTS TO EDUCATE LEADERS AND THEN THE PUBLIC REGARDING ISSUES OF CONCERN.$0$141,739
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERENCE F HANLONPresidentPT$0--
PAUL MONTGOMERYSecretar/TresPT$0--
DAVID L GANZDirector-$0--
PHILIP DIEHLDirector-$0--
ELOISE ULLMANExecutive Director-$0--
BARRY STUPPLERDirector-$0--
FRED WEINBERGDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Coalition for Equitable Regulation
EIN
54-1761887
Phone
4106267005
Address
PO BOX 3253, ANNAPOLIS, MD 21403

Signing Officer

Name
Kathy Mcfadden
Title
Executive Director
Phone
4106267005
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Subrina Wood CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel & ent.. Amount: 4,891. Description: d & o insuarnce. Amount: 750. Description: dues and subscriptions. Amount: 1,000. Description: taxes. Amount: 588. Total to form 990-ez, line 16: 7,229.”

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHILIP DIEHL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARRY STUPPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRED WEINBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETAR/TRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE COALITION FOR EQUITABLE REGULATION AND TAXATION (CERT) IS A SEPARATE ENTITY THAT FUNCTIONS AS THE LOBBYING ARM OF ICTA. AS SUCH, IT IS AT THE FOREFRONT OF INDUSTRY EFFORTS TO EDUCATE STATE AND FEDERAL GOVERNMENT LEADERS, LEGISLATIVE REPRESENTATIVES AND STAFF AND THE PUBLIC REGARDING ISSUES OF CONCERN TO THE RARE COINS/PRECIOUS METALS COMMUNITY.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRAVEL & ENT.. AMOUNT: 4,891. DESCRIPTION: D & O INSUARNCE. AMOUNT: 750. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,000. DESCRIPTION: TAXES. AMOUNT: 588. TOTAL TO FORM 990-EZ, LINE 16: 7,229.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY MCFADDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04106267005
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION FOR EQUITABLE REGULATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TAXATION
ReturnHeader/Filer/BusinessNameControlTxt0COAL
ReturnHeader/Filer/EIN0541761887
ReturnHeader/Filer/PhoneNum04106267005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3253
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
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ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:32:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUBRINA WOOD CPA
ReturnHeader/ReturnTs02017-11-15T17:32:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$126,604
Liabilities
$0
Net assets
$126,604
Revenue
$133,357
Expenses
$141,739
Net income
-$8,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.40$1.68$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.03$3.03$1.91$1.38$0.53
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.53$0.88$0.65
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.66$0.42$1.25
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.18$1.46$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.36$1.74$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.33$1.42$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.27$1.86$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.37$1.47$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.31$1.27$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$2.00$1.32$1.26$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.94$1.29$1.39$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$2.04$1.03$1.54$0.51
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits