Civic Intelligence

Systems Planning and Analysisinc Welfare Benefit Plan

990 • Fiscal year 2016 • EIN 54-1830976

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileN/A

View Organization Page

2001 N Beauregard StAlexandria, VA 22311-1739

(703) 931-3500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$881,049

Flat from 2016

Net Assets

Flat

$699,055

Flat from 2016

Liabilities

Flat

$181,994

Flat from 2016

Revenue And Expenses

Revenue

Flat

$3,907,350

Flat from 2016

Expenses

Flat

$3,856,034

Flat from 2016

Net Income

Flat

$51,316

Flat from 2016

Historical Trend

Balance Sheet Trend

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 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

2016

Assets$881,049
Liabilities$181,994
Net Assets$699,055
Open 2016 Filing

Operations Trend

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 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

2016

Revenue$3,907,350
Expenses$3,856,034
Net Income$51,316
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$3,907,350
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$840,504$881,049▲ $40,545
Total Assets$840,504$881,049▲ $40,545
Liabilities
Other Liabilities$192,765$181,994▼ $10,771
Total Liabilities$192,765$181,994▼ $10,771
Net Assets / Fund Balance
Unrestricted Net Assets$647,739$699,055▲ $51,316
Total Net Assets Fund Balance$647,739$699,055▲ $51,316
Total Liabilities and Net Assets / Fund Balance$840,504$881,049▲ $40,545
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clive R BlackwellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Connecticut General Life Insurance CompaAdministration Fee50 MAIN STREET 9TH FLOOR, White Plains, NY 10606$166,445
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,907,278
Investment Income
$72
Other Revenue
$0
Change in Net Assets
$51,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,907,350
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,907,350
Total Revenue per Form 990
$3,907,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,674
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---$3,700,360
Other Expenses---$-10,771
Total Functional Expenses$0$0$0$3,856,034

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,866,805
Expenses per Audited Statements$3,856,034
Total Expenses per Form 990$3,856,034
Expenses Not Reported on Form 990$10,771
Expenses Not Reported on Financial Statements$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$130,568
Amounts Currently Payable for Participants$51,426
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 11B

“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

Filer Name
Systems Planning and Analysisinc
EIN
54-1830976
Phone
7039313500
Address
2001 N BEAUREGARD ST, ALEXANDRIA, VA 22311-1739

Signing Officer

Name
Alan R Stewart
Title
SVP/CFO, Treasurer
Phone
7039313500
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan R Stewart
Formed
1997
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“The plan administrator received a favorable tax determination letter dated june 30, 1997, from the internal revenue service, stating that the plan is exempt from federal income tax under section 501(c)(9) of the internal revenue code (irc). The plan sponsor, spa, believes that amendments to the plan since the date of the determination letter would not affect the tax-exempt status of the plan, and that the plan continues to qualify and to operate as designed. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require the plan's management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan's management has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's income tax returns for the period ended december 31, 2013 through 2015 remain subject to examination, based on the normal statutory periods subject to audit, notwithstanding any events or circumstances that may exist which could expand the open period.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net change in benefit obligations 10,771.”

Raw XML Appendix318 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR RECEIVED A FAVORABLE TAX DETERMINATION LETTER DATED JUNE 30, 1997, FROM THE INTERNAL REVENUE SERVICE, STATING THAT THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN SPONSOR, SPA, BELIEVES THAT AMENDMENTS TO THE PLAN SINCE THE DATE OF THE DETERMINATION LETTER WOULD NOT AFFECT THE TAX-EXEMPT STATUS OF THE PLAN, AND THAT THE PLAN CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S INCOME TAX RETURNS FOR THE PERIOD ENDED DECEMBER 31, 2013 THROUGH 2015 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFIT OBLIGATIONS 10,771.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$881,049
Liabilities
$181,994
Net assets
$699,055
Revenue
$3,907,350
Expenses
$3,856,034
Net income
$51,316
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
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