Civic Intelligence

National Association for Catering and Events

990 • Fiscal year 2018 • EIN 58-1400040

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

10440 Little Patuxent Parkway 300Columbia, MD 21044

(410) 290-5410

Siviq Scores

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

Liabilities / Assets

87th percentile

0.56x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.38x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-2.2%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$80,045

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.3%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-0.2%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,169,429

Down $27,274 (-2.3%) from 2017

Net Assets

Down

$515,140

Down $88,883 (-15%) from 2017

Liabilities

Up

$654,289

Up $61,609 (+10%) from 2017

Revenue

Down

$1,712,306

Down $3,202 (-0.2%) from 2017

Expenses

Up

$1,750,732

Up $99,006 (+6.0%) from 2017

Net Income

Down

-$38,426

Down $102,208 (-160%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,185,361Liabilities 2011: $703,218Net Assets 2011: $482,1432011Assets 2012: $1,119,959Liabilities 2012: $615,223Net Assets 2012: $504,7362012Assets 2013: $1,108,144Liabilities 2013: $613,813Net Assets 2013: $494,3312013Assets 2014: $989,090Liabilities 2014: $488,243Net Assets 2014: $500,8472014Assets 2015: $860,389Liabilities 2015: $586,858Net Assets 2015: $273,5312015Assets 2016: $1,067,018Liabilities 2016: $575,154Net Assets 2016: $491,8642016Assets 2017: $1,196,703Liabilities 2017: $592,680Net Assets 2017: $604,0232017Assets 2018: $1,169,429Liabilities 2018: $654,289Net Assets 2018: $515,1402018Assets 2019: $1,230,381Liabilities 2019: $669,881Net Assets 2019: $560,5002019Assets 2020: $864,922Liabilities 2020: $312,161Net Assets 2020: $552,7612020Assets 2021: $610,092Liabilities 2021: $305,733Net Assets 2021: $304,3592021Assets 2022: $417,501Liabilities 2022: $399,766Net Assets 2022: $17,7352022Assets 2023: $561,178Liabilities 2023: $405,250Net Assets 2023: $155,9282023Assets 2024: $746,544Liabilities 2024: $403,937Net Assets 2024: $342,6072024

Highlighted filing

2018

Assets$1,169,429
Liabilities$654,289
Net Assets$515,140

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,631,621Expenses 2011: $1,608,537Net Income 2011: $23,0842011Expenses 2012: $1,659,4982012Revenue 2013: $1,669,119Expenses 2013: $1,720,068Net Income 2013: -$50,9492013Revenue 2014: $1,653,608Expenses 2014: $1,624,229Net Income 2014: $29,3792014Revenue 2015: $1,531,721Expenses 2015: $1,729,152Net Income 2015: -$197,4312015Revenue 2016: $1,653,943Expenses 2016: $1,427,001Net Income 2016: $226,9422016Revenue 2017: $1,715,508Expenses 2017: $1,651,726Net Income 2017: $63,7822017Revenue 2018: $1,712,306Expenses 2018: $1,750,732Net Income 2018: -$38,4262018Revenue 2019: $1,677,570Expenses 2019: $1,723,096Net Income 2019: -$45,5262019Revenue 2020: $1,124,319Expenses 2020: $1,127,703Net Income 2020: -$3,3842020Revenue 2021: $1,110,039Expenses 2021: $1,342,728Net Income 2021: -$232,6892021Revenue 2022: $983,489Expenses 2022: $1,194,682Net Income 2022: -$211,1932022Revenue 2023: $1,280,729Expenses 2023: $1,168,387Net Income 2023: $112,3422023Revenue 2024: $1,439,168Expenses 2024: $1,269,638Net Income 2024: $169,5302024

Highlighted filing

2018

Revenue$1,712,306
Expenses$1,750,732
Net Income-$38,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$2,103,627
Mission and Program Overview

Mission

To provide catering and event professionals superior education, networking and resources to enhance career success and deliver excellence to clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$694,865$660,944▼ $33,921
Savings and Temporary Cash Investments$468,966$369,773▼ $99,193
Land, Buildings, and Equipment, Net$9,032$65,195▲ $56,163
Prepaid Expenses and Deferred Charges$22,165$63,434▲ $41,269
Total Assets$1,196,703$1,169,429▼ $27,274
Other Assets Total$1,675$10,083▲ $8,408
Liabilities
Deferred Revenue$537,691$563,407▲ $25,716
Accounts Payable and Accrued Expenses$28,525$56,782▲ $28,257
Other Liabilities$26,464$34,100▲ $7,636
Total Liabilities$592,680$654,289▲ $61,609
Net Assets / Fund Balance
Unrestricted Net Assets$604,023$515,140▼ $88,883
Total Net Assets Fund Balance$604,023$515,140▼ $88,883
Total Liabilities and Net Assets / Fund Balance$1,196,703$1,169,429▼ $27,274

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$65,195$44,395$109,590
Equipment-$3,750$3,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence LeonardExecutive DiFT$80,045$80,045

Board Members and Trustees

NameTitle
Lisa CarruthCLC Chair
Ed DiantonioPresident
Doug QuattriniPresident -
Donnell BayotPast Preside
Amber AllenSecretary
James FiltzTreasurer
Morgan MontgomeryVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,673,547
Investment Income
$26,818
Other Revenue
$11,941
Change in Net Assets
$-38,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,712,306
Revenue Not Reported on Form 990
$-50,457
Total Revenue per Audited Statements
$1,661,849
Total Revenue per Form 990
$1,712,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,120,481
Salaries, Compensation, and Employee Benefits$630,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$595,302
Other Salaries and Wages---$467,361
Advertising---$126,914
Current Officers, Directors, Trustees, and Key Employees---$80,045
Information Technology---$58,776
All Other Expenses---$55,421
Payroll Taxes---$41,714
Fees for Services Accounting---$33,279
Fees for Services Other---$31,964
Other Employee Benefits---$29,347
Other Expenses---$28,249
Occupancy---$24,091
Fees for Services Legal---$14,587
Insurance---$13,931
Pension Plan Contributions---$11,784
Fees for Service Investment Mgmnt Fees---$8,766
Travel---$6,740
Depreciation Depletion---$6,531
Office Expenses---$5,519
Total Functional Expenses$0$0$0$1,750,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,750,732
Total Expenses per Audited Statements$1,750,732
Total Expenses per Form 990$1,750,732
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
Dues Payable$25,425
Due to Foundation$8,675
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Organization is membership based

Form 990, Page 6, Part VI, Line 7A

Chapters elect delegates. Delegates given ballot & proxy to vote. Clc chair elected by members of chapters leader council.

Form 990, Page 6, Part VI, Line 11B

The 990 will be distributed to the board of directors for review prior to signature

Form 990, Page 6, Part VI, Line 12C

Board members are required to complete a conflict of interest disclosure form addressing actual or potential conflicts upon becoming a candidate for the national board. Annually, all board members are required to provide a supplemental conflict of interest update indicating the presence or absence of changes from the prior year that could be actual or potential conflicts.

Form 990, Page 6, Part VI, Line 15A

Compensation reviewed annually by board of directors with comparitability data for reasonableness. Used outside search firm to assist in determination

Form 990, Page 6, Part VI, Line 15B

Board reviews executive directors compensation and compares; executive director reviews staff salaries and compares to market data

Form 990, Page 6, Part VI, Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
National Association for Catering
EIN
58-1400040
Phone
4102905410
Address
10440 LITTLE PATUXENT PARKWAY 300, COLUMBIA, MD 21044

Signing Officer

Name
Lawrence Leonard
Title
Executive Director
Phone
4102905410
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Diantonio
Formed
1958
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
12

Preparer

Firm
Wolfe & Fiedler Pa
Address
634 FREDERICK RD STE 1, CATONSVILLE, MD 21228
Preparer
Brian T Wolfe
Phone
4107470789
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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/EquipmentGrp/OtherCostOrOtherBasisAmt03750
IRS990ScheduleD/ExpensesSubtotalAmt01750732
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18675
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IRS990ScheduleD/TotalLiabilityAmt034100
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS MEMBERSHIP BASED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAPTERS ELECT DELEGATES. DELEGATES GIVEN BALLOT & PROXY TO VOTE. CLC CHAIR ELECTED BY MEMBERS OF CHAPTERS LEADER COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ADDRESSING ACTUAL OR POTENTIAL CONFLICTS UPON BECOMING A CANDIDATE FOR THE NATIONAL BOARD. ANNUALLY, ALL BOARD MEMBERS ARE REQUIRED TO PROVIDE A SUPPLEMENTAL CONFLICT OF INTEREST UPDATE INDICATING THE PRESENCE OR ABSENCE OF CHANGES FROM THE PRIOR YEAR THAT COULD BE ACTUAL OR POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION REVIEWED ANNUALLY BY BOARD OF DIRECTORS WITH COMPARITABILITY DATA FOR REASONABLENESS. USED OUTSIDE SEARCH FIRM TO ASSIST IN DETERMINATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD REVIEWS EXECUTIVE DIRECTORS COMPENSATION AND COMPARES; EXECUTIVE DIRECTOR REVIEWS STAFF SALARIES AND COMPARES TO MARKET DATA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01750732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0592680
IRS990/TotalLiabilitiesEOYAmt0654289
IRS990/TotalLiabilitiesGrp/BOYAmt0592680
IRS990/TotalLiabilitiesGrp/EOYAmt0654289
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0604023
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0515140
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt044793
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt044793
IRS990/TotalProgramServiceRevenueAmt01673547
IRS990/TotalReportableCompFromOrgAmt080045
IRS990/TotalRevenueGrp/ExclusionAmt034334
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01677972
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01712306
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01196703
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01169429
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0604023
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0515140
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010440 LITTLE PATUXENT PARKWAY 300
IRS990/USAddress/CityNm0COLUMBIA
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021044
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.NACE.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04102905410
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION FOR CATERING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND EVENTS
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0581400040
ReturnHeader/Filer/PhoneNum04102905410
ReturnHeader/Filer/USAddress/AddressLine1Txt010440 LITTLE PATUXENT PARKWAY 300
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021044
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD9F2335B466B4A5B8505C1A07781CE3E36E00B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD9F2335B466B4A5B8505C1A07781CE3E36E00B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.230.123.34
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:17:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521798441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLFE & FIEDLER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0634 FREDERICK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CATONSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021228
ReturnHeader/PreparerPersonGrp/PhoneNum04107470789
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN T WOLFE
ReturnHeader/ReturnTs02019-11-12T15:17:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.40$0.34$1.44$1.27$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.41$0.16$1.28$1.17$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.40$0.02$0.98$1.19$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.31$0.30$1.11$1.34$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.31$0.55$1.12$1.13$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.67$0.56$1.68$1.72$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.65$0.52$1.71$1.75$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.59$0.60$1.72$1.65$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.58$0.49$1.65$1.43$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.59$0.27$1.53$1.73$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.49$0.50$1.65$1.62$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.61$0.49$1.67$1.72$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.62$0.50$1.66
2011Summary only. Only limited summary data is available for this year.$1.19$0.70$0.48$1.63$1.61$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • $1M-$5M nonprofits