Civic Intelligence

Georgia Securities Association

990 • Fiscal year 2013 • EIN 58-1548071

Jan 01, 2013 to Dec 31, 2013 • Filed on May 10, 2014

Organization Profilewww.gasec.org
PO Box 1210630355

(404) 845-7689

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

67th percentile

9.3%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$331,283

Up $19,645 (+6.3%) from 2012

Net Assets

Up

$331,283

Up $19,645 (+6.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin67th percentile

Revenue

$211,858

No earlier filing loaded for comparison.

Expenses

Up

$192,213

Up $42,872 (+29%) from 2012

Net Income

$19,645

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2010: $254,740Liabilities 2010: $0Net Assets 2010: $254,7402010Assets 2011: $274,136Liabilities 2011: $0Net Assets 2011: $274,1362011Assets 2012: $311,638Liabilities 2012: $0Net Assets 2012: $311,6382012Assets 2013: $331,283Liabilities 2013: $0Net Assets 2013: $331,2832013Assets 2014: $347,676Liabilities 2014: $0Net Assets 2014: $347,6762014Assets 2015: $316,389Liabilities 2015: $0Net Assets 2015: $316,3892015Assets 2016: $294,261Liabilities 2016: $0Net Assets 2016: $294,2612016Assets 2017: $295,394Liabilities 2017: $0Net Assets 2017: $295,3942017Assets 2018: $307,340Liabilities 2018: $0Net Assets 2018: $307,3402018Assets 2019: $336,593Liabilities 2019: $0Net Assets 2019: $336,5932019Assets 2020: $316,768Liabilities 2020: $0Net Assets 2020: $316,7682020Assets 2021: $344,211Liabilities 2021: $0Net Assets 2021: $344,2112021Assets 2022: $374,601Liabilities 2022: $0Net Assets 2022: $374,6012022Assets 2023: $360,080Liabilities 2023: $0Net Assets 2023: $360,0802023Assets 2024: $303,913Liabilities 2024: $0Net Assets 2024: $303,9132024

Highlighted filing

2013

Assets$331,283
Liabilities$0
Net Assets$331,283
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $136,7632010Expenses 2011: $145,1742011Expenses 2012: $149,3412012Revenue 2013: $211,858Expenses 2013: $192,213Net Income 2013: $19,6452013Revenue 2014: $215,338Expenses 2014: $198,945Net Income 2014: $16,3932014Revenue 2015: $174,247Expenses 2015: $205,534Net Income 2015: -$31,2872015Revenue 2016: $163,901Expenses 2016: $186,029Net Income 2016: -$22,1282016Revenue 2017: $162,271Expenses 2017: $161,138Net Income 2017: $1,1332017Revenue 2018: $114,816Expenses 2018: $102,870Net Income 2018: $11,9462018Revenue 2019: $217,688Expenses 2019: $188,435Net Income 2019: $29,2532019Revenue 2020: $45,918Expenses 2020: $65,743Net Income 2020: -$19,8252020Revenue 2021: $157,335Expenses 2021: $129,892Net Income 2021: $27,4432021Revenue 2022: $79,017Expenses 2022: $48,627Net Income 2022: $30,3902022Revenue 2023: $134,275Expenses 2023: $148,796Net Income 2023: -$14,5212023Revenue 2024: $124,191Expenses 2024: $180,358Net Income 2024: -$56,1672024

Highlighted filing

2013

Revenue$211,858
Expenses$192,213
Net Income$19,645
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 10, 2014
Return Version
2013v3.1
Gross Receipts
$211,858
Mission and Program Overview

Mission

Collection of membership dues, and the conduction of seminars and annual meetins for the purpose of promoting goodwill between members, the securities industry and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$311,638$331,283▲ $19,645
Savings and Temporary Cash Investments$253,839$278,521▲ $24,682
Cash and Non-Interest-Bearing Accounts$57,799$52,762▼ $5,037
Total Assets$311,638$331,283▲ $19,645
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$311,638$331,283▲ $19,645
Total Liabilities and Net Assets / Fund Balance$311,638$331,283▲ $19,645
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Mary FlatleyVice President
Beatrix KondorDirector
Brian GatelyDirector
Daniel SiegleDirector
Earl BrownDirector
Joe RomanDirector
Jonathan SmithDirector
Justin OeltzeDirector
Katy RyanDirector
Matt CochardDirector
Matthew WeldenDirector
Pat FlemingDirector
Patrick McGillDirector
Russell BrownDirector
Michele DicksonOfficer
Hays EvansSecretary
Joseph WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,440
Program Service Revenue
$0
Investment Income
$39,418
Other Revenue
$0
Change in Net Assets
$19,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,300
Other Expenses$78,913
Total Fundraising Expense$57,875
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,800--$75,800
Conferences and Meetings-$1,722$57,875$59,597
Grants to Domestic Individuals$37,500--$37,500
Payments to Affiliates-$10,000-$10,000
Office Expenses-$2,966-$2,966
Fees for Service Investment Mgmnt Fees-$2,363-$2,363
Information Technology-$2,041-$2,041
Fees for Services Accounting-$1,400-$1,400
Insurance-$500-$500
Other Expenses-$30-$30
Total Functional Expenses$113,300$21,038$57,875$192,213
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
58-1137332-501c3Education$30,000
20-2370934-501c3Char Assist$13,200
58-1743333-501c3Char Assist$10,800
58-1675299-501c3Char Assist$10,800
58-1376648-501c3Char Assist$6,000
58-1945560-501c3-$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$166,190---
Total Events$166,190---
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 governing body review Part VI line 11

“The Treasurer distributes the Form 990 to the governing body for their review prior to instructing the CPA to file the return.”

Conflict of interest policy compliance Part VI line 12C

“The organization reviews its conflict of interest policies on a regular basis as determined by the Board.”

CEO executive director top management comp Part VI line 15A

“The organization reviews its compensation policies on a regular basis as determined by the Board.”

Other officer or key employee compensation Part VI line 15B

“The organization reviews its compensation policies on a regular basis as determined by the Board.”

Governing documents etc available to public Part VI line 19

“The organization's governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
58-1548071

Signing Officer

Name
Joseph Ward
Title
Treasurer
Phone
4048457689
Signed
2014-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Flatley
Formed
1935
Legal Domicile
Ga
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Preparer
Jerome Davies
Phone
7705009798
Raw XML AppendixShowing 400 of 439 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.

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IRS990/PrincipalOfficerNm0Mary Flatley
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships for the purpose of promoting goodwill betweenmembers, the securities industry and the general public
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt037500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0160421
IRS990/PYGrantsAndSimilarPaidAmt076000
IRS990/PYInvestmentIncomeAmt026422
IRS990/PYOtherExpensesAmt073341
IRS990/PYRevenuesLessExpensesAmt037502
IRS990/PYTotalExpensesAmt0149341
IRS990/PYTotalRevenueAmt0186843
IRS990/ReconcilationRevenueExpnssAmt019645
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0311638
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0331283
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0253839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0278521
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0166190
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0166190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0166190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0166190
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fall Outing
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt037500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt010800
IRS990ScheduleI/RecipientTable/CashGrantAmt110800
IRS990ScheduleI/RecipientTable/CashGrantAmt213200
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt430000
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Char Assist
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Education
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Our House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Atlanta Childrens Shelter
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Wounded Warrior Project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Atlanta Community Food Bank
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Georgia Council on Economic Ed
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Yes Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0581743333
IRS990ScheduleI/RecipientTable/RecipientEIN1581675299
IRS990ScheduleI/RecipientTable/RecipientEIN2202370934
IRS990ScheduleI/RecipientTable/RecipientEIN3581376648
IRS990ScheduleI/RecipientTable/RecipientEIN4581137332
IRS990ScheduleI/RecipientTable/RecipientEIN5581945560
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 1304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11607 Peachtree St NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12PO BOX 758517
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13732 Joseph E Lowery Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO Box 1619
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15100 Edgewood Ave Suite 1030
IRS990ScheduleI/RecipientTable/USAddress/City0Decatur
IRS990ScheduleI/RecipientTable/USAddress/City1Atlanta
IRS990ScheduleI/RecipientTable/USAddress/City2Topeka
IRS990ScheduleI/RecipientTable/USAddress/City3Atlanta
IRS990ScheduleI/RecipientTable/USAddress/City4Atlanta
IRS990ScheduleI/RecipientTable/USAddress/City5Atlanta
IRS990ScheduleI/RecipientTable/USAddress/State0GA
IRS990ScheduleI/RecipientTable/USAddress/State1GA
IRS990ScheduleI/RecipientTable/USAddress/State2KS
IRS990ScheduleI/RecipientTable/USAddress/State3GA
IRS990ScheduleI/RecipientTable/USAddress/State4GA
IRS990ScheduleI/RecipientTable/USAddress/State5GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode030031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode130308
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode266675
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode330318
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode430301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode530303
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer distributes the Form 990 to the governing body for their review prior to instructing the CPA to file the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization reviews its conflict of interest policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization reviews its compensation policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization reviews its compensation policies on a regular basis as determined by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0311638
IRS990/TotalAssetsEOYAmt0331283
IRS990/TotalAssetsGrp/BOYAmt0311638
IRS990/TotalAssetsGrp/EOYAmt0331283
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0172440
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt057875
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021038
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113300
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192213
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0311638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0331283
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0113300
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039418
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211858

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,283
Liabilities
$0
Net assets
$331,283
Revenue
$211,858
Expenses
$192,213
Net income
$19,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$1.24$1.80$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$1.34$1.49$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.79$0.49$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$1.57$1.30$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.46$0.66$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$2.18$1.88$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$1.15$1.03$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$1.62$1.61$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$1.64$1.86$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$1.74$2.06$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$2.15$1.99$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.12$1.92$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$1.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$1.37
Peer Organizations

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