Civic Intelligence

Systems Planning and Analysisinc Welfare Benefit Plan

990 • Fiscal year 2013 • EIN 54-1830976

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 14, 2014

Organization ProfileN/A

View Organization Page

2001 N Beauregard St22311-1739

(703) 931-3500

Siviq Scores

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

Liabilities / Assets

85th percentile

0.44x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.10x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

38th percentile

-0.5%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

97th percentile

$698,853

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

26th percentile

-6.5%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$891,977

Up $90,166 (+11%) from 2012

Net Assets

Down

$498,085

Down $18,922 (-3.7%) from 2012

Liabilities

Up

$393,892

Up $109,088 (+38%) from 2012

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin38th percentile

Revenue

$3,959,381

No earlier filing loaded for comparison.

Expenses

Down

$3,978,303

Down $744,050 (-16%) from 2012

Net Income

-$18,922

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.0M$500K$0Assets 2010: $803,461Liabilities 2010: $724,309Net Assets 2010: $79,1522010Assets 2011: $819,042Liabilities 2011: $498,712Net Assets 2011: $320,3302011Assets 2012: $801,811Liabilities 2012: $284,804Net Assets 2012: $517,0072012Assets 2013: $891,977Liabilities 2013: $393,892Net Assets 2013: $498,0852013Assets 2014: $800,234Liabilities 2014: $240,968Net Assets 2014: $559,2662014Assets 2015: $840,504Liabilities 2015: $192,765Net Assets 2015: $647,7392015Assets 2016: $881,049Liabilities 2016: $181,994Net Assets 2016: $699,0552016Assets 2017: $553,860Liabilities 2017: $235,372Net Assets 2017: $318,4882017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$891,977
Liabilities$393,892
Net Assets$498,085
Open 2013 Filing

Operations Trend

Revenue Growth26th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $4,849,513Expenses 2010: $5,039,044Net Income 2010: -$189,5312010Expenses 2011: $5,332,3862011Expenses 2012: $4,722,3532012Revenue 2013: $3,959,381Expenses 2013: $3,978,303Net Income 2013: -$18,9222013Revenue 2014: $4,007,411Expenses 2014: $3,946,230Net Income 2014: $61,1812014Revenue 2015: $4,083,233Expenses 2015: $3,994,760Net Income 2015: $88,4732015Revenue 2016: $3,907,350Expenses 2016: $3,856,034Net Income 2016: $51,3162016Revenue 2017: $3,959,186Expenses 2017: $4,339,753Net Income 2017: -$380,5672017Revenue 2018: $2,116,385Expenses 2018: $2,434,873Net Income 2018: -$318,4882018

Highlighted filing

2013

Revenue$3,959,381
Expenses$3,978,303
Net Income-$18,922
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 14, 2014
Return Version
2013v3.0
Gross Receipts
$3,959,381
Mission and Program Overview

Mission

The organization provides health, dental, and life insurance benefits covering all eligible full-time and part-time employees of spa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$616,811$891,977▲ $275,166
Receivable From Disqualified Prsn$185,000$0▼ $185,000
Total Assets$801,811$891,977▲ $90,166
Liabilities
Other Liabilities$284,804$393,892▲ $109,088
Total Liabilities$284,804$393,892▲ $109,088
Net Assets / Fund Balance
Unrestricted Net Assets$517,007$498,085▼ $18,922
Total Net Assets Fund Balance$517,007$498,085▼ $18,922
Total Liabilities and Net Assets / Fund Balance$801,811$891,977▲ $90,166
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Clive R BlackwellTrustee
Kirkland H DonaldTrustee
Phillip E LantzTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Connecticut General Life Insurance CompaAdministration Fee-$259,975
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,959,306
Investment Income
$75
Other Revenue
$0
Change in Net Assets
$-18,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,959,381
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,959,381
Total Revenue per Form 990
$3,959,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$369,063
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
Benefits to Members---$3,609,240
Other Expenses---$109,088
Total Functional Expenses$0$0$0$3,978,303

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,978,303
Total Expenses per Audited Statements$3,978,303
Total Expenses per Form 990$3,978,303
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$185,000$0▼ $185,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$380,188
Amounts Currently Payable for Participants$13,704
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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 8B

“The organization does not have a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Form 990 is prepared by the firm's independent accountant. Prior to filing, the form 990 is presented to the trustees who review and approve the content of the 990.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

EIN
54-1830976
Phone
7039313500

Signing Officer

Name
Kirkland H Donald
Title
Trustee
Phone
7039313500
Signed
2014-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirkland H Donald
Formed
1997
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Joann Woodson CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 and Part III, Line 1

“The organization provides health, dental, and life insurance benefits covering all eligible full-time and part-time employees of spa.”

Raw XML Appendix356 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.

Path#Value
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IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt03609240
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CLIVE R BLACKWELL FINANCE CFO
IRS990/BooksInCareOfDetail/PhoneNum07033997550
IRS990/BooksInCareOfDetail/USAddress/AddressLine102001 N BEAUREGARD STREET
IRS990/BooksInCareOfDetail/USAddress/City0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/State0VA
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode010606
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IRS990/IndoorTanningServicesInd00
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1NET DECREASE IN BENEFIT
IRS990/OtherExpensesGrp/TotalAmt0259975
IRS990/OtherExpensesGrp/TotalAmt1109088
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS CURRENTLY PAYABLE FOR PARTICIPANTS
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CLIVE R BLACKWELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SPA, INC. USES THE COMPENSATION SURVEY AND STUDY TO ESTABLISH THE COMPENSATION OF ITS OFFICERS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE TRUSTEES WHO REVIEW AND APPROVE THE CONTENT OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES HEALTH, DENTAL, AND LIFE INSURANCE BENEFITS COVERING ALL ELIGIBLE FULL-TIME AND PART-TIME EMPLOYEES OF SPA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART I, LINE 1 AND PART III, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
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IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode022311
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0801811
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IRS990/TotalEmployeeCnt00
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IRS990/TotalOtherCompensationAmt0106159
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IRS990/TotalRevenueGrp/ExclusionAmt075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03959306
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRKLAND H DONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07039313500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SYSTEMS PLANNING AND ANALYSISINC
ReturnHeader/Filer/BusinessName/BusinessNameLine20WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SYST
ReturnHeader/Filer/EIN0541830976
ReturnHeader/Filer/PhoneNum07039313500
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ReturnHeader/Filer/USAddress/ZIPCode0223111739
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine20WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANN WOODSON CPA
ReturnHeader/ReturnTs02014-10-14T15:10:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$891,977
Liabilities
$393,892
Net assets
$498,085
Revenue
$3,959,381
Expenses
$3,978,303
Net income
-$18,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.12$2.43$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.24$0.32$3.96$4.34$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.18$0.70$3.91$3.86$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.19$0.65$4.08$3.99$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.24$0.56$4.01$3.95$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.39$0.50$3.96$3.98$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.28$0.52$4.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.50$0.32$5.33
2010Summary only. Only limited summary data is available for this year.$0.80$0.72$0.08$4.85$5.04$0.19