Civic Intelligence

National Certified Public Manager Consortium

990EZ • Fiscal year 2017 • EIN 56-2041918

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 19, 2017

PO Box 2133Boise, ID 83701

(800) 318-2810

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.51x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$7,500

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

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

Asset Growth

8th percentile

-40%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Down

$46,777

Down $30,893 (-40%) from 2016

Net Assets

Down

$22,756

Down $7,970 (-26%) from 2016

Liabilities

Down

$24,021

Down $22,923 (-49%) from 2016

Revenue

Up

$59,389

Up $63 (+0.1%) from 2016

Expenses

Up

$67,359

Up $11,413 (+20%) from 2016

Net Income

Down

-$7,970

Down $11,350 (-336%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $78,220Liabilities 2015: $50,8752015Assets 2016: $77,670Liabilities 2016: $46,944Net Assets 2016: $30,7262016Assets 2017: $46,777Liabilities 2017: $24,021Net Assets 2017: $22,7562017Assets 2018: $46,293Liabilities 2018: $11,201Net Assets 2018: $35,0922018Assets 2019: $54,130Liabilities 2019: $18,679Net Assets 2019: $35,4512019Assets 2020: $61,511Liabilities 2020: $21,650Net Assets 2020: $39,8612020Assets 2021: $77,530Liabilities 2021: $31,586Net Assets 2021: $45,9442021Assets 2022: $70,438Liabilities 2022: $18,538Net Assets 2022: $51,9002022Assets 2023: $81,478Liabilities 2023: $25,629Net Assets 2023: $55,8492023Assets 2024: $74,145Liabilities 2024: $19,500Net Assets 2024: $54,6452024Assets 2025: $74,031Liabilities 2025: $32,300Net Assets 2025: $41,7312025

Highlighted filing

2017

Assets$46,777
Liabilities$24,021
Net Assets$22,756

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $50,598Expenses 2015: $42,089Net Income 2015: $8,5092015Revenue 2016: $59,326Expenses 2016: $55,946Net Income 2016: $3,3802016Revenue 2017: $59,389Expenses 2017: $67,359Net Income 2017: -$7,9702017Revenue 2018: $63,267Expenses 2018: $55,161Net Income 2018: $8,1062018Revenue 2019: $70,913Expenses 2019: $69,982Net Income 2019: $9312019Revenue 2020: $64,613Expenses 2020: $60,203Net Income 2020: $4,4102020Revenue 2021: $54,902Expenses 2021: $49,586Net Income 2021: $5,3162021Revenue 2022: $67,566Expenses 2022: $61,610Net Income 2022: $5,9562022Revenue 2023: $79,428Expenses 2023: $79,139Net Income 2023: $2892023Revenue 2024: $72,814Expenses 2024: $74,348Net Income 2024: -$1,5342024Revenue 2025: $69,228Expenses 2025: $80,842Net Income 2025: -$11,6142025

Highlighted filing

2017

Revenue$59,389
Expenses$67,359
Net Income-$7,970
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$59,389
Mission and Program Overview

Mission

To establish, maintain and confer accreditation for programs that offer Certified Public Manager credential

Program Services

DescriptionGrantsExpenses
During the reporting year the organization: - successfully transitioned to a new administrator - added two new accredited programs to the membership - added two new active programs to the membership which will ultimately become accredited programs - completed the successful introduction of a new website.$38,347-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty MorganAdministratorPT$7,500-$7,500
Mary De LorenzoPast Chair-$0--
Charles TaylorChair-$0--
Cheryl RobertsonChair-Elect-$0--
Ann CottenTreasurer-$0--
Hector ZelayaAt-Large-$0--
Kathleen BeaumontAt-Large-$0--
Jolie BusbyAt-Large-$0--
Shondra Houseworth CPMAt-Large-$0--
Stephanie DuncanAt-Large-$0--
Ellen Freeman-WakefieldAt-Large-$0--
Dennis MartinoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
National Certified Public Manager
EIN
56-2041918
Phone
8003182810
Address
PO Box 2133, Boise, ID 83701

Signing Officer

Name
Ann Cotten
Title
Treasurer
Signed
2017-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Fortunate Fields Inc
Address
PO Box 33052, San Diego, CA 92163
Preparer
David A Yoshida
Phone
6192200375
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $537

Other Expenses.1005

Travel $4239

Other Expenses.1007

Conferences, Conventions, and Meetings $12812

Other Expenses.1012

Insurance $1580

Other Expenses.2

Misc Government Fees $105

Other Expenses.3

Banking and Merchant Fees $97

Other Expenses.4

Chair's Discretionary Fund $90

Other Expenses.5

CA Tax on Form 199 $10

Other Expenses.6

Rounding Adjustment $-1

Other Assets.1005

Accounts Receivable - Beginning $29154 Accounts Receivable - Ending $347

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1112 Prepaid Expenses and Deferred Charges - Ending $0

Other Assets.2

Deposits - Beginning $1500 Deposits - Ending $0

Other Assets.3

Rounding Adjustment - Beginning $0 Rounding Adjustment - Ending $1

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3047

Total Liabilities.1

Unearned Revenues - Beginning $46944 Unearned Revenues - Ending $20974

Changes to Organizing or Governing Documents

- Constitution Amendment - Change Board Elections to Electronic Vote- Bylaw Amendment Change Mid-Year Meeting to Online- Adopted and implemented Conflict of Interest Policy

Raw XML Appendix174 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08003182810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boise
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045904
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt77500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mary De Lorenzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charles Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cheryl Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ann Cotten
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hector Zelaya
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathleen Beaumont
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jolie Busby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patty Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Shondra Houseworth CPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stephanie Duncan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Ellen Freeman-Wakefield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dennis Martino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6At-Large
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8At-Large
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0348
IRS990EZ/OtherExpensesTotalAmt019469
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To establish, maintain and confer accreditation for programs that offer Certified Public Manager credential
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the reporting year the organization: - successfully transitioned to a new administrator - added two new accredited programs to the membership - added two new active programs to the membership which will ultimately become accredited programs - completed the successful introduction of a new website.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt042000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt046944
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024021
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067359
IRS990EZ/TotalProgramServiceExpensesAmt038347
IRS990EZ/TotalRevenueAmt059389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cpmconsortium.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $12812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Misc Government Fees $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Banking and Merchant Fees $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Chair's Discretionary Fund $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CA Tax on Form 199 $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rounding Adjustment $-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $29154 Accounts Receivable - Ending $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $1112 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Deposits - Beginning $1500 Deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Rounding Adjustment - Beginning $0 Rounding Adjustment - Ending $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Unearned Revenues - Beginning $46944 Unearned Revenues - Ending $20974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15- Constitution Amendment - Change Board Elections to Electronic Vote- Bylaw Amendment Change Mid-Year Meeting to Online- Adopted and implemented Conflict of Interest Policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Cotten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Certified Public Manager
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Consortium
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0562041918
ReturnHeader/Filer/PhoneNum08003182810
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2133
ReturnHeader/Filer/USAddress/CityNm0Boise
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fortunate Fields Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 33052
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092163
ReturnHeader/PreparerPersonGrp/PhoneNum06192200375
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Yoshida
ReturnHeader/ReturnTs02017-10-19T10:39:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings