Civic Intelligence

Aquatic Plant Management Society

EIN 59-1856303 • 501(c)5 • Holly Springs, NC

Profile

To provide a forum for the discovery and dissemination of scientific information that advances aquatic plant and algae management policy and practice.

100 Winterberry LnHolly Springs, NC 27540

www.apms.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-0.4%

Faster asset growth than 43% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-8.3%

Faster revenue growth than 27% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$473,149

Down $1,662 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$473,149

Down $1,662 (-0.4%) from 2022

Operations
Liabilities / Revenue60th percentileNet Margin15th percentile

Revenue

Down

$171,373

Down $15,490 (-8.3%) from 2022

Expenses

Up

$207,811

Up $50,746 (+32%) from 2022

Net Income

Down

-$36,438

Down $66,236 (-222%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $386,782Liabilities 2011: $0Net Assets 2011: $386,7822011Assets 2012: $403,313Liabilities 2012: $0Net Assets 2012: $403,3132012Assets 2013: $481,253Liabilities 2013: $0Net Assets 2013: $481,2532013Assets 2014: $470,001Liabilities 2014: $0Net Assets 2014: $470,0012014Assets 2015: $439,812Liabilities 2015: $0Net Assets 2015: $439,8122015Assets 2016: $447,316Liabilities 2016: $0Net Assets 2016: $447,3162016Assets 2017: $495,291Liabilities 2017: $0Net Assets 2017: $495,2912017Assets 2018: $453,046Liabilities 2018: $0Net Assets 2018: $453,0462018Assets 2019: $502,165Liabilities 2019: $0Net Assets 2019: $502,1652019Assets 2020: $504,174Liabilities 2020: $0Net Assets 2020: $504,1742020Assets 2021: $508,965Liabilities 2021: $0Net Assets 2021: $508,9652021Assets 2022: $474,811Liabilities 2022: $0Net Assets 2022: $474,8112022Assets 2023: $473,149Liabilities 2023: $0Net Assets 2023: $473,1492023

Highlighted filing

2023

Assets$473,149
Liabilities$0
Net Assets$473,149
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $168,5172011Expenses 2012: $164,8042012Revenue 2013: $232,932Expenses 2013: $154,992Net Income 2013: $77,9402013Revenue 2014: $187,095Expenses 2014: $198,347Net Income 2014: -$11,2522014Revenue 2015: $183,630Expenses 2015: $213,819Net Income 2015: -$30,1892015Revenue 2016: $168,811Expenses 2016: $161,307Net Income 2016: $7,5042016Revenue 2017: $261,876Expenses 2017: $213,901Net Income 2017: $47,9752017Revenue 2018: $205,250Expenses 2018: $247,495Net Income 2018: -$42,2452018Revenue 2019: $242,429Expenses 2019: $216,743Net Income 2019: $25,6862019Revenue 2020: $44,983Expenses 2020: $85,332Net Income 2020: -$40,3492020Revenue 2021: $105,979Expenses 2021: $143,628Net Income 2021: -$37,6492021Revenue 2022: $186,863Expenses 2022: $157,065Net Income 2022: $29,7982022Revenue 2023: $171,373Expenses 2023: $207,811Net Income 2023: -$36,4382023

Highlighted filing

2023

Revenue$171,373
Expenses$207,811
Net Income-$36,438
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,149
Liabilities
$0
Net assets
$473,149
Revenue
$171,373
Expenses
$207,811
Net income
-$36,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$1.71$2.08$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$1.87$1.57$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$1.06$1.44$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.45$0.85$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.42$2.17$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$2.05$2.47$0.42
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$2.62$2.14$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.69$1.61$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.84$2.14$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$1.87$1.98$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$2.33$1.55$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.00$4.03$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.00$3.87$1.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$171,373
Mission and Program Overview

Mission

To strive to promote environmental stewardship through operations, research, education, and outreach related to intergrated management of vegetation in aquatic systems.

To provide a forum for the discovery and dissemination of scientific information that advances aquatic plant and algae management policy and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$408,128$459,255▲ $51,127
Cash and Non-Interest-Bearing Accounts$66,683$13,894▼ $52,789
Total Assets$474,811$473,149▼ $1,662
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$348,767$346,253▼ $2,514
Net Assets With Donor Restrictions$126,044$126,896▲ $852
Total Net Assets Fund Balance$474,811$473,149▼ $1,662
Total Liabilities and Net Assets / Fund Balance$474,811$473,149▼ $1,662
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Jason FerrellPresident
Jeremy SladePresident El
Brittany ChesserDirector
Damian WalterDirector
Gray TurnageDirector
Matt JohnsonDirector
Toni PenningtonDirector
Troy GoldsbyDirector
Ramon LeonEditor
Brett HarrisImmediate Pa
Amy GiannottiSecretary
Hannah BrownStudent Dire
Justin NawrockiTreasurer
Lyn GettysVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$43,962
Program Service Revenue
$110,877
Investment Income
$10,380
Other Revenue
$6,154
All Other Contributions
$15,750
Change in Net Assets
$-36,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,811
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$132,009--$132,009
Fees for Services Accounting-$16,467-$16,467
All Other Expenses$9,560$3,372-$12,932
Other Expenses$5,178$3,697-$5,178
Travel$2,434--$2,434
Insurance-$1,519-$1,519
Fees for Services Legal-$942-$942
Office Expenses$181--$181
Total Functional Expenses$181,814$25,997$0$207,811
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,321
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
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 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 10B

“Aquatic plant management society has society by-laws that are to be met by each regional chapter and its members.”

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

“Form 990, part iv, line 11 - a copy of form 990 is provided to the board of directors for review before the tax return is filed. The tax return is available for public inspections upon request.”

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

“Form 990, part iv, line 12c - the conflict of interest policy is monitored through communication of board members and annual board meetings.”

Form 990, Page 6, Part VI, Line 19

“Financial statements and other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Aquatic Plant Management Society
EIN
59-1856303
Phone
9194292185
Address
100 WINTERBERRY LN, HOLLY SPRINGS, NC 27540

Signing Officer

Name
Justin Nawrocki
Title
Treasurer
Phone
9194292185
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Ferrell
Formed
1961
Legal Domicile
Fl
Voting Board Members
320
Independent Board Members
320
Employees
0

Preparer

Firm
Winston Williams Creech Evans & Co Llp
Address
PO BOX 1366, OXFORD, NC 27565-0487
Preparer
Carleen P Evans
Phone
9196935196
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Promoting environmental stewardship related to intergrated managment of vegetation in aquatic systems.”

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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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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt061595
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IRS990/PYProgramServiceRevenueAmt0112872
IRS990/PYRevenuesLessExpensesAmt029798
IRS990/PYTotalExpensesAmt0157065
IRS990/PYTotalRevenueAmt0186863
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-36438
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0110877
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTING ENVIRONMENTAL STEWARDSHIP RELATED TO INTERGRATED MANAGMENT OF VEGETATION IN AQUATIC SYSTEMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AQUATIC PLANT MANAGEMENT SOCIETY HAS SOCIETY BY-LAWS THAT ARE TO BE MET BY EACH REGIONAL CHAPTER AND ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART IV, LINE 11 - A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE TAX RETURN IS FILED. THE TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTIONS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART IV, LINE 12C - THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH COMMUNICATION OF BOARD MEMBERS AND ANNUAL BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 10B
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 19
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IRS990/SubjectToProxyTaxInd0true
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0473149
IRS990/TotalAssetsGrp/BOYAmt0474811
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IRS990/TotalContributionsAmt043962
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025997
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181814
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207811
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473149
IRS990/TotalProgramServiceExpensesAmt0181814
IRS990/TotalProgramServiceRevenueAmt0110877
IRS990/TotalRevenueGrp/ExclusionAmt04321
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171373
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0474811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473149
IRS990/TravelGrp/ProgramServicesAmt02434
IRS990/TravelGrp/TotalAmt02434
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 WINTERBERRY LN
IRS990/USAddress/CityNm0HOLLY SPRINGS
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027540
IRS990/VotingMembersGoverningBodyCnt0320
IRS990/VotingMembersIndependentCnt0320
IRS990/WebsiteAddressTxt0WWW.APMS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN NAWROCKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194292185
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AQUATIC PLANT MANAGEMENT SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0AQUA
ReturnHeader/Filer/EIN0591856303
ReturnHeader/Filer/PhoneNum09194292185
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 WINTERBERRY LN
ReturnHeader/Filer/USAddress/CityNm0HOLLY SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561872557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINSTON WILLIAMS CREECH EVANS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1366
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275650487
ReturnHeader/PreparerPersonGrp/PhoneNum09196935196
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLEEN P EVANS
ReturnHeader/ReturnTs02024-05-22T10:46:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NAWROCKI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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