Civic Intelligence

Greensboro Chapter - Society Of

EIN 56-1251209 • 501(c)6 • Greensboro, NC

Profile

Continuing professional education for financial service professionals.

C/O Carruthers Roth PO Box 540Greensboro, NC 27402

n/A

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

2.3%

Faster revenue growth than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$92,965

Up $11,227 (+14%) from 2016

Liabilities

Down

$598

Down $13 (-2.1%) from 2016

Net Assets

Up

$92,367

Up $11,240 (+14%) from 2016

Operations
Liabilities / Revenue58th percentileNet Margin74th percentile

Revenue

Up

$78,256

Up $1,782 (+2.3%) from 2016

Expenses

Down

$67,016

Down $11,568 (-15%) from 2016

Net Income

Up

$11,240

Up $13,350 (+633%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$100K$50K$0Assets 2012: $67,988Liabilities 2012: $02012Assets 2013: $75,512Net Assets 2013: $75,5122013Assets 2014: $91,562Net Assets 2014: $91,5622014Assets 2015: $83,851Liabilities 2015: $614Net Assets 2015: $83,2372015Assets 2016: $81,738Liabilities 2016: $611Net Assets 2016: $81,1272016Assets 2017: $92,965Liabilities 2017: $598Net Assets 2017: $92,3672017

Highlighted filing

2017

Assets$92,965
Liabilities$598
Net Assets$92,367
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $87,714Expenses 2012: $68,808Net Income 2012: $18,9062012Revenue 2013: $92,267Expenses 2013: $84,743Net Income 2013: $7,5242013Revenue 2014: $108,185Expenses 2014: $92,135Net Income 2014: $16,0502014Revenue 2015: $76,800Expenses 2015: $85,125Net Income 2015: -$8,3252015Revenue 2016: $76,474Expenses 2016: $78,584Net Income 2016: -$2,1102016Revenue 2017: $78,256Expenses 2017: $67,016Net Income 2017: $11,2402017

Highlighted filing

2017

Revenue$78,256
Expenses$67,016
Net Income$11,240
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,965
Liabilities
$598
Net assets
$92,367
Revenue
$78,256
Expenses
$67,016
Net income
$11,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.78$0.67$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.76$0.79$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.77$0.85$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.08$0.92$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.92$0.85$0.08
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.88$0.69$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 28, 2017
Return Version
2016v3.0
Gross Receipts
$78,256
Mission and Program Overview

Mission

Continuing professional education for financial service professionals.

Program Services

DescriptionGrantsExpenses
MONTHLY MEMBERSHIP MEETINGS WITH APPROXIMATE AVERAGE ATTENDANCE OF 150 PER MEETING. INFORMATIONAL SPEAKERS FROM VARIOUS FINANCIAL DISCIPLINES - INCLUDING CONTINUING EDUCATION COURSES.$18,366-
PROFESSIONAL DAY EVENT - APPROXIMATELY 100 PEOPLE ATTENDED. OBJECTIVE IS TO PROVIDE EDUCATION FOR FINANCIAL SERVICE PROFESSIONALS.$15,744-
OTHER SPECIAL INTERESTS INCLUDING GROWTH AND SUCCESSION PLANNING.$414-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA WELLS1st Vice Pres.PT$0--
KRISTY S ANDRAOSDirector-$0--
BLANE STANALANDDirector-$0--
SANDRA SHELTONPresidentPT$0--
J AARON BENNETTPast Pres.PT$0--
ABBY J DONNELLYDirector-$0--
TERENCE B STANALANDDirector-$0--
C TIMOTHY WARDDirector-$0--
JUSTIN R ERVIN IIIDirector-$0--
VAISHALI SHAHSec./Treas.PT$0--
THOMAS D MCGOWEN2nd Vice Pres.PT$0--
CHARLES FREEMANDirector-$0--
LORI HADDOCKDirector-$0--
GORDON SOENKSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greensboro Chapter - Society of
EIN
56-1251209
Phone
3362982552
Address
C/O CARRUTHERS ROTH PO BOX 540, GREENSBORO, NC 27402

Signing Officer

Name
Sandra Shelton
Title
President
Signed
2017-11-28
Discuss with paid preparer
Yes

Preparer

Firm
Shelton Nelson and Associates Pa
Address
603 DOLLEY MADISON RD STE 104, GREENSBORO, NC 27410
Preparer
Sandra L Shelton CPA
Phone
3362996061
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Mbrship-continuing educ. $18366”

Other Expenses.2

“Professional day exp $15744”

Other Expenses.3

“SPECIAL INTERESTS $414”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $611 PAYROLL LIABILITIES - Ending $590”

Total Liabilities.2

“DUE TO FOUNDATION - Beginning $0 DUE TO FOUNDATION - Ending $8”

FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:

“The organization did not, during the year, receive any funds directly or indirectly to pay premiums on a personal benefit contract.”

Raw XML Appendix160 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/PersonNm0GREGG SCHLAUDECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum03362982552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 540
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081738
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081738
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092965
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt078256
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt090
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt036105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081127
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092367
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092367
IRS990EZ/OccupancyRentUtltsAndMaintAmt032492
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
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/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAULA WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTY S ANDRAOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BLANE STANALAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J AARON BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ABBY J DONNELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERENCE B STANALAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7C TIMOTHY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JUSTIN R ERVIN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VAISHALI SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10THOMAS D MCGOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHARLES FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12LORI HADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13GORDON SOENKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SEC./TREAS.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt102ND VICE PRES.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034524
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTINUING PROFESSIONAL EDUCATION FOR FINANCIAL SERVICE PROFESSIONALS.
IRS990EZ/ProgramServiceRevenueAmt042061
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL DAY EVENT - APPROXIMATELY 100 PEOPLE ATTENDED. OBJECTIVE IS TO PROVIDE EDUCATION FOR FINANCIAL SERVICE PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY MEMBERSHIP MEETINGS WITH APPROXIMATE AVERAGE ATTENDANCE OF 150 PER MEETING. INFORMATIONAL SPEAKERS FROM VARIOUS FINANCIAL DISCIPLINES - INCLUDING CONTINUING EDUCATION COURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER SPECIAL INTERESTS INCLUDING GROWTH AND SUCCESSION PLANNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015744
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118366
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2414
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0611
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0598
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067016
IRS990EZ/TotalProgramServiceExpensesAmt034524
IRS990EZ/TotalRevenueAmt078256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MBRSHIP-CONTINUING EDUC. $18366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL DAY EXP $15744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL INTERESTS $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES - Beginning $611 PAYROLL LIABILITIES - Ending $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE TO FOUNDATION - Beginning $0 DUE TO FOUNDATION - Ending $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS DIRECTLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENSBORO CHAPTER - SOCIETY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FINANCIAL SERVICE PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0561251209
ReturnHeader/Filer/PhoneNum03362982552
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CARRUTHERS ROTH PO BOX 540
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELTON NELSON AND ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0603 DOLLEY MADISON RD STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03362996061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra L Shelton CPA
ReturnHeader/ReturnTs02017-11-28T14:00:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits