Civic Intelligence

The Speakers Assembly of Southwest Florida Inc

EIN 59-3663126 • 501(c)6 • Bonita Springs, FL

Profile

To provide distinguished speakers who present national & global perspectives from the corporate, professional, governmental, educational, media & entertainment sectors. To enhance relationships with community educational institutions to expose students to worldwide opportunities.

PO Box 367886Bonita Springs, FL 34136

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

1.54x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.60x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$41,494

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-53%

Faster asset growth than 14% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-12%

Faster revenue growth than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$39,488

Down $43,801 (-53%) from 2018

Liabilities

Down

$60,718

Down $16,728 (-22%) from 2018

Net Assets

Down

-$21,230

Down $27,073 (-463%) from 2018

Revenue

Down

$100,619

Down $13,081 (-12%) from 2018

Expenses

Down

$127,691

Down $38,584 (-23%) from 2018

Net Income

Up

-$27,072

Up $25,503 (+49%) from 2018

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $121,131Liabilities 2011: $7,667Net Assets 2011: $113,4642011Assets 2012: $143,827Liabilities 2012: $37,425Net Assets 2012: $106,4022012Assets 2013: $132,234Liabilities 2013: $18,2392013Assets 2014: $143,609Liabilities 2014: $24,518Net Assets 2014: $119,0912014Assets 2015: $114,322Liabilities 2015: $15,145Net Assets 2015: $99,1772015Assets 2016: $153,359Liabilities 2016: $80,628Net Assets 2016: $72,7312016Assets 2017: $120,957Liabilities 2017: $62,537Net Assets 2017: $58,4202017Assets 2018: $83,289Liabilities 2018: $77,446Net Assets 2018: $5,8432018Assets 2019: $39,488Liabilities 2019: $60,718Net Assets 2019: -$21,2302019

Highlighted filing

2019

Assets$39,488
Liabilities$60,718
Net Assets-$21,230

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $239,109Expenses 2011: $197,403Net Income 2011: $41,7062011Expenses 2012: $189,1292012Revenue 2013: $189,891Expenses 2013: $182,298Net Income 2013: $7,5932013Revenue 2014: $192,267Expenses 2014: $187,172Net Income 2014: $5,0952014Revenue 2015: $186,720Expenses 2015: $206,634Net Income 2015: -$19,9142015Revenue 2016: $174,634Expenses 2016: $201,080Net Income 2016: -$26,4462016Revenue 2017: $179,272Expenses 2017: $193,583Net Income 2017: -$14,3112017Revenue 2018: $113,700Expenses 2018: $166,275Net Income 2018: -$52,5752018Revenue 2019: $100,619Expenses 2019: $127,691Net Income 2019: -$27,0722019

Highlighted filing

2019

Revenue$100,619
Expenses$127,691
Net Income-$27,072

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 30, 2020
Return Version
2018v3.2
Gross Receipts
$100,619
Mission and Program Overview

Mission

To provide distinguished speakers who present national & global perspectives from the corporate, professional, governmental, educational, media & entertainment sectors. To enhance relationships with community educational institutions to expose students to worldwide opportunities.

Program Services

DescriptionGrantsExpenses
PROVIDED AN ARRAY OF SPEAKERS FROM CORPORATE, PROFESSIONAL, GOVERNMENT, EDUCATIONAL, MEDIA AND ENTERTAINMENT SECTORS TO ADDRESS THE MEMBERSHIP. APPROXIMATELY 500 MEMBERS PLUS GUESTS ATTENDED EACH OF THE EIGHT SCHEDULED LUNCHEONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARDEN MCCURDYExecutive DiFT$41,494-$41,494
G DONALD THOMSONPresident-$0--
VINCE MODARELLIVP -Treasure-$0--
TERI LAMAINESecretary-$0--
MARK WALCHAKPast Preside-$0--
TIFFANY ESPOSITODirector-$0--
ANNE FRAZIERDirector-$0--
KEN GINSBERGDirector-$0--
CHARLES T HOPKINSDirector-$0--
GARY ISRAELDirector-$0--
LOUIS E LATAIFDirector-$0--
MARGARET MCMORROWDirector-$0--
NANCY A NEARDirector-$0--
WILLIAM POPEDirector-$0--
CATHY WALCHAKDirector-$0--
DOUGLAS E WIEBEL CPADirec Tor-$0--
Filing and Contact Details

Filer

Filer Name
The Speakers Assembly of Southwest
EIN
59-3663126
Address
PO BOX 367886, BONITA SPRINGS, FL 34136

Signing Officer

Name
Arden Mccurdy
Title
Executive Director
Phone
2399472699
Signed
2020-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Briers CPA Pa
Address
3301 BONITA BEACH RD, BONITA SPRINGS, FL 34134-7832
Preparer
Michael T Briers CPA
Phone
2393908882
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 17,164 office 5,139 insurance 5,617 audio visual aids 4,032 business sponsors' exp 9,665 credit card charges 4,683 dues & subscriptions 320 license and permits 70 luncheons 15,702 membership 3,151 office expense 1,681 payroll service 1,734 speaker expenses 10,341 travel & entertainment 374 total 79,673

Form 990-ez, Part II, Line 24

Py sponsorships receivable 31,905 0 total 31,905 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 41,000 40,998 deferred revenue 27,300 7,579 payroll liabilities 9,147 12,141

Form 990-ez, Part III

To provide distinguished speakers who present national & global perspectives from the corporate, professional, governmental, educational, media & entertainment sectors. To enhance relationships with community educational institutions to expose students to worldwide opportunities.

Form 990-ez, Part III, Line 28

Provided an array of speakers from corporate, professional, government, educational, media and entertainment sectors to address the membership. Approximately 500 members plus guests attended each of the eight scheduled luncheons.

Raw XML Appendix162 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 17,164 OFFICE 5,139 INSURANCE 5,617 AUDIO VISUAL AIDS 4,032 BUSINESS SPONSORS' EXP 9,665 CREDIT CARD CHARGES 4,683 DUES & SUBSCRIPTIONS 320 LICENSE AND PERMITS 70 LUNCHEONS 15,702 MEMBERSHIP 3,151 OFFICE EXPENSE 1,681 PAYROLL SERVICE 1,734 SPEAKER EXPENSES 10,341 TRAVEL & ENTERTAINMENT 374 TOTAL 79,673
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 41,000 40,998 DEFERRED REVENUE 27,300 7,579 PAYROLL LIABILITIES 9,147 12,141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE DISTINGUISHED SPEAKERS WHO PRESENT NATIONAL & GLOBAL PERSPECTIVES FROM THE CORPORATE, PROFESSIONAL, GOVERNMENTAL, EDUCATIONAL, MEDIA & ENTERTAINMENT SECTORS. TO ENHANCE RELATIONSHIPS WITH COMMUNITY EDUCATIONAL INSTITUTIONS TO EXPOSE STUDENTS TO WORLDWIDE OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDED AN ARRAY OF SPEAKERS FROM CORPORATE, PROFESSIONAL, GOVERNMENT, EDUCATIONAL, MEDIA AND ENTERTAINMENT SECTORS TO ADDRESS THE MEMBERSHIP. APPROXIMATELY 500 MEMBERS PLUS GUESTS ATTENDED EACH OF THE EIGHT SCHEDULED LUNCHEONS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SPEAKERS ASSEMBLY OF SOUTHWEST
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