Civic Intelligence

Association Foundation Group Inc

EIN 54-1895746 • 501(c)4 • Washington, DC

Profile

A professional organization for those involved in leading, managing and raising funds for foundations related to membership orgainzations.

1750 K Street NW 700Washington, DC 20006

associationfoundationgroup.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

64th percentile

9.3%

Higher net margin than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,537

Down $1,664 (-52%) from 2022

Liabilities

Down

$0

Down $141 (-100%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin64th percentile

Revenue

Down

$22,882

Down $3,734 (-14%) from 2022

Expenses

Down

$24,405

Down $5,197 (-18%) from 2022

Net Income

Up

-$1,523

Up $1,463 (+49%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $14,564Liabilities 2011: $20,9342011Assets 2012: $34,216Liabilities 2012: $32,8842012Assets 2013: $64,463Liabilities 2013: $51,5272013Assets 2014: $27,514Liabilities 2014: $10,1052014Assets 2015: $14,174Liabilities 2015: $02015Assets 2016: $10,601Liabilities 2016: $02016Assets 2017: $5,003Liabilities 2017: $02017Assets 2018: $2,999Liabilities 2018: $02018Assets 2019: $5,830Net Assets 2019: $5,8302019Assets 2020: $934Liabilities 2020: $164Net Assets 2020: $7702020Assets 2021: $7,335Liabilities 2021: $1,289Net Assets 2021: $6,0462021Assets 2022: $3,201Liabilities 2022: $141Net Assets 2022: $3,0602022Assets 2023: $1,537Liabilities 2023: $02023

Highlighted filing

2023

Assets$1,537
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $70,365Expenses 2011: $72,484Net Income 2011: -$2,1192011Revenue 2012: $70,144Expenses 2012: $62,442Net Income 2012: $7,7022012Revenue 2013: $88,204Expenses 2013: $76,600Net Income 2013: $11,6042013Revenue 2014: $67,795Expenses 2014: $63,279Net Income 2014: $4,5162014Revenue 2015: $60,547Expenses 2015: $63,782Net Income 2015: -$3,2352015Revenue 2016: $60,088Expenses 2016: $63,661Net Income 2016: -$3,5732016Revenue 2017: $56,707Expenses 2017: $62,305Net Income 2017: -$5,5982017Revenue 2018: $55,882Expenses 2018: $57,886Net Income 2018: -$2,0042018Revenue 2019: $57,187Expenses 2019: $54,356Net Income 2019: $2,8312019Revenue 2020: $28,891Expenses 2020: $33,949Net Income 2020: -$5,0582020Revenue 2021: $36,467Expenses 2021: $31,191Net Income 2021: $5,2762021Revenue 2022: $26,616Expenses 2022: $29,602Net Income 2022: -$2,9862022Revenue 2023: $22,882Expenses 2023: $24,405Net Income 2023: -$1,5232023

Highlighted filing

2023

Revenue$22,882
Expenses$24,405
Net Income-$1,523
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,537
Liabilities
$0
Net assets
-
Revenue
$22,882
Expenses
$24,405
Net income
-$1,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$22.9$24.4$1.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.14$3.06$26.6$29.6$2.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$1.29$6.05$36.5$31.2$5.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.16$0.77$28.9$33.9$5.06
2019Detailed filing. Detailed filing data is available for this year.$5.83$5.83$57.2$54.4$2.83
2018Summary only. Only limited summary data is available for this year.$3.00$0.00$55.9$57.9$2.00
2017Summary only. Only limited summary data is available for this year.$5.00$0.00$56.7$62.3$5.60
2016Summary only. Only limited summary data is available for this year.$10.6$0.00$60.1$63.7$3.57
2015Summary only. Only limited summary data is available for this year.$14.2$0.00$60.5$63.8$3.24
2014Summary only. Only limited summary data is available for this year.$27.5$10.1$67.8$63.3$4.52
2013Summary only. Only limited summary data is available for this year.$64.5$51.5$88.2$76.6$11.6
2012Summary only. Only limited summary data is available for this year.$34.2$32.9$70.1$62.4$7.70
2011Summary only. Only limited summary data is available for this year.$14.6$20.9$70.4$72.5$2.12
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.2
Gross Receipts
$57,187
Mission and Program Overview

Mission

A professional organization for those involved in leading, managing and raising funds for foundations related to membership organizations.

A professional organization for those involved in leading, managing and raising funds for foundations related to membership orgainzations.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS FOR ASSOCIATION FOUNDATION PROFESSIONALS-$39,998
ANNUAL CONFERENCE FOR ASSOCIATION FOUNDATION PROFESSIONALS-$13,801
MEMBERSHIP AND RELATED SERVICES--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA DUNNDirector-$0--
JEFF HALEDirector-$0--
JANET HEDRICKDirector-$0--
BEVERLY RYANDirector-$0--
LUKE DRISCOLLDirector-$0--
SANDI SMITHDirector-$0--
SARA STICKLERDirector-$0--
KATHRYN DATTOMOPresident-$0--
PAULA EICHENBRENNERDirector-$0--
JENNIFER SCOTTDirector-$0--
NATALIE ZUNDELImmediate Pa-$0--
CARRIE WOSICKIDirector-$0--
ANDREA BALLExecutive DiPT$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Association Foundation Group Inc
EIN
54-1895746
Phone
7037408737
Address
1750 K STREET NW 700, WASHINGTON, DC 20006

Signing Officer

Name
Andrea Ball
Title
Executive Director
Phone
7037408737
Signed
2020-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Davis - Green CPA Ac
Address
170 AVIATION WAY, MARTINSBURG, WV 25405
Preparer
Mark E Green CPA
Phone
3042634609
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel 374 insurance 1,313 postage and shipping 175 monthly programs 328 facilities & equipment 132 bank fees 19 credit card fees 144 email distribution 913 telephone 559 web site 1,509 awards 40 other costs 55 annual meeting 13,801 total 19,362”

Form 990-ez, Part III

“A professional organization for those involved in leading, managing and raising funds for foundations related to membership orgainzations.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREA BALL
IRS990EZ/BooksInCareOfDetail/PhoneNum07037408737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 K ST NW STE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05830
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034775
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05830
IRS990EZ/GrossReceiptsAmt057187
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013431
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05830
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05830
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATRINA DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET HEDRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUKE DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANDI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARA STICKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHRYN DATTOMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAULA EICHENBRENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNIFER SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NATALIE ZUNDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CARRIE WOSICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANDREA BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019362
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN LEADING, MANAGING AND RAISING FUNDS FOR FOUNDATIONS RELATED TO MEMBERSHIP ORGAINZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0219
IRS990EZ/ProgramServiceRevenueAmt043756
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR ASSOCIATION FOUNDATION PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL CONFERENCE FOR ASSOCIATION FOUNDATION PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP AND RELATED SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039998
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113801
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054356
IRS990EZ/TotalProgramServiceExpensesAmt053799
IRS990EZ/TotalRevenueAmt057187
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ASSOCIATIONFOUNDATIONGROUP.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 374 INSURANCE 1,313 POSTAGE AND SHIPPING 175 MONTHLY PROGRAMS 328 FACILITIES & EQUIPMENT 132 BANK FEES 19 CREDIT CARD FEES 144 EMAIL DISTRIBUTION 913 TELEPHONE 559 WEB SITE 1,509 AWARDS 40 OTHER COSTS 55 ANNUAL MEETING 13,801 TOTAL 19,362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN LEADING, MANAGING AND RAISING FUNDS FOR FOUNDATIONS RELATED TO MEMBERSHIP ORGAINZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037408737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOUNDATION GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0541895746
ReturnHeader/Filer/PhoneNum07037408737
ReturnHeader/Filer/USAddress/AddressLine1Txt01750 K STREET NW 700
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094A710470A85B1037B0D034E91E15B0DE88A1B04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A774C585B021AD30CF62712A4821A94D7EE546F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-03-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:57:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS - GREEN CPA AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 AVIATION WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARTINSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025405
ReturnHeader/PreparerPersonGrp/PhoneNum03042634609
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E GREEN CPA
ReturnHeader/ReturnTs02020-03-04T11:57:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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