Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 41.2% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
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
Most recent year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ARDEN MCCURDY | Executive Di | FT | $41,494 | - | $41,494 |
| G DONALD THOMSON | President | - | $0 | - | - |
| VINCE MODARELLI | VP -Treasure | - | $0 | - | - |
| TERI LAMAINE | Secretary | - | $0 | - | - |
| MARK WALCHAK | Past Preside | - | $0 | - | - |
| TIFFANY ESPOSITO | Director | - | $0 | - | - |
| ANNE FRAZIER | Director | - | $0 | - | - |
| KEN GINSBERG | Director | - | $0 | - | - |
| CHARLES T HOPKINS | Director | - | $0 | - | - |
| GARY ISRAEL | Director | - | $0 | - | - |
| LOUIS E LATAIF | Director | - | $0 | - | - |
| MARGARET MCMORROW | Director | - | $0 | - | - |
| NANCY A NEAR | Director | - | $0 | - | - |
| WILLIAM POPE | Director | - | $0 | - | - |
| CATHY WALCHAK | Director | - | $0 | - | - |
| DOUGLAS E WIEBEL CPA | Direc Tor | - | $0 | - | - |
“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”
“Py sponsorships receivable 31,905 0 total 31,905 0”
“Accounts payable and accrued expenses 41,000 40,998 deferred revenue 27,300 7,579 payroll liabilities 9,147 12,141”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ARDEN MCCURDY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2399487909 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3070 GREENFLOWER COURT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BONITA SPRINGS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34134 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 51384 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39488 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 68295 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -27072 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 83289 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39488 |
| IRS990EZ/GrossReceiptsAmt | 0 | 100619 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 124 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 5842 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -21230 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 5842 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -21230 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 3530 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 41494 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ARDEN MCCURDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | G DONALD THOMSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | VINCE MODARELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TERI LAMAINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARK WALCHAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TIFFANY ESPOSITO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ANNE FRAZIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KEN GINSBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CHARLES T HOPKINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | GARY ISRAEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | LOUIS E LATAIF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | MARGARET MCMORROW |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | NANCY A NEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | WILLIAM POPE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | CATHY WALCHAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | DOUGLAS E WIEBEL CPA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP -TREASURE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | DIREC TOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 31905 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 79673 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 32200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 44488 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 77447 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 60718 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 127691 |
| IRS990EZ/TotalRevenueAmt | 0 | 100619 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SPEAKERSASSEMBLY.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PY SPONSORSHIPS RECEIVABLE 31,905 0 TOTAL 31,905 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 41,000 40,998 DEFERRED REVENUE 27,300 7,579 PAYROLL LIABILITIES 9,147 12,141 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2020-11-06 18:47:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ARDEN MCCURDY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2399472699 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-01-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE SPEAKERS ASSEMBLY OF SOUTHWEST |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FLORIDA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SPEA |
| ReturnHeader/Filer/EIN | 0 | 593663126 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 367886 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BONITA SPRINGS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34136 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DBEADA8E4E9D2995A816ADE270059363E00FB124 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 86782490F2959411814EDBF344FDEC2BA8FAA55A |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 52.37.240.203 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-02-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:00:27 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 260632448 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BRIERS CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3301 BONITA BEACH RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BONITA SPRINGS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 341347832 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2393908882 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-01-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL T BRIERS CPA |
| ReturnHeader/ReturnTs | 0 | 2020-02-15T15:00:27-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
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