Civic Intelligence

Association Foundation Group Inc

990EZ • Fiscal year 2020 • EIN 54-1895746

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 10, 2020

Organization ProfileASSOCIATIONFOUNDATIONGROUP.ORG
1750 K Street NW 700Washington, DC 20006

(703) 740-8737

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-84%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-49%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$934

Down $4,896 (-84%) from 2019

Net Assets

Down

$770

Down $5,060 (-87%) from 2019

Liabilities

$164

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin24th percentile

Revenue

Down

$28,891

Down $28,296 (-49%) from 2019

Expenses

Down

$33,949

Down $20,407 (-38%) from 2019

Net Income

Down

-$5,058

Down $7,889 (-279%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2020

Assets$934
Liabilities$164
Net Assets$770
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$28,891
Expenses$33,949
Net Income-$5,058
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 10, 2020
Return Version
2019v5.0
Gross Receipts
$28,891
Mission and Program Overview

Mission

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-$33,125
ANNUAL CONFERENCE FOR ASSOCIATION FOUNDATION PROFESSIONALS-$464
MEMBERSHIP AND RELATED SERVICES--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATRINA DUNNDirector-$0--
JEFF HALEDirector-$0--
JANET HEDRICKPresident El-$0--
BEVERLY RYANSecretary-$0--
LUKE DRISCOLLDirector-$0--
SANDI SMITHDirector-$0--
SARA STICKLERDirector-$0--
KATHRYN DATTOMOPresident-$0--
PAULA EICHENBRENNERTreasurer-$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
2020-03-10
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 1,372 insurance 1,838 annual meeting 464 bank fees 52 credit card fees -13 email distribution 175 facilities & equipment 240 marketing/communications 635 monthly programs 634 postage and shipping 202 telephone 845 web site 1,538 webinar 792 rounding -1 total 8,773”

Form 990-ez, Part II, Line 26

“DEFERRED REVENUE 0 164”

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 Appendix145 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 STREET NW STE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05828
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0934
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5058
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025018
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05828
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0934
IRS990EZ/GrossReceiptsAmt028891
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09978
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05828
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0770
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05828
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0770
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08773
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN LEADING, MANAGING AND RAISING FUNDS FOR FOUNDATIONS RELATED TO MEMBERSHIP ORGAINZATIONS.
IRS990EZ/PrintingPublicationsPostageAmt0158
IRS990EZ/ProgramServiceRevenueAmt018913
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR ASSOCIATION FOUNDATION PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL CONFERENCE FOR ASSOCIATION FOUNDATION PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP AND RELATED SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1464
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0164
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033949
IRS990EZ/TotalProgramServiceExpensesAmt033589
IRS990EZ/TotalRevenueAmt028891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ASSOCIATIONFOUNDATIONGROUP.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 1,372 INSURANCE 1,838 ANNUAL MEETING 464 BANK FEES 52 CREDIT CARD FEES -13 EMAIL DISTRIBUTION 175 FACILITIES & EQUIPMENT 240 MARKETING/COMMUNICATIONS 635 MONTHLY PROGRAMS 634 POSTAGE AND SHIPPING 202 TELEPHONE 845 WEB SITE 1,538 WEBINAR 792 ROUNDING -1 TOTAL 8,773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED REVENUE 0 164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037408737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-10
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/PreparerFirmGrp/PreparerFirmEIN0832565287
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/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK E GREEN CPA
ReturnHeader/ReturnTs02021-03-11T19:47:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$934
Liabilities
$164
Net assets
$770
Revenue
$28,891
Expenses
$33,949
Net income
-$5,058
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
2020Detailed filing. Detailed filing data is available for this year.$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