Civic Intelligence

International Council on Systems Engineering

990 • Fiscal year 2015 • EIN 77-0294074

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization ProfileINCOSE.ORG

View Organization Page

7670 Opportunity Road Rm/Ste 220San Diego, CA 92111

(858) 541-1725

Siviq Scores

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

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.34x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

84th percentile

16%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.2%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$2,887,358

Up $430,566 (+18%) from 2014

Net Assets

Up

$2,107,495

Up $362,543 (+21%) from 2014

Liabilities

Up

$779,863

Up $68,023 (+9.6%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

Up

$2,304,395

Up $134,254 (+6.2%) from 2014

Expenses

Down

$1,941,852

Down $253,473 (-12%) from 2014

Net Income

Up

$362,543

Up $387,727 (+1540%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,464,761Liabilities 2010: $339,387Net Assets 2010: $1,125,3742010Assets 2011: $1,959,736Liabilities 2011: $648,663Net Assets 2011: $1,311,0732011Assets 2012: $2,054,459Liabilities 2012: $607,754Net Assets 2012: $1,446,7052012Assets 2013: $2,397,981Liabilities 2013: $627,845Net Assets 2013: $1,770,1362013Assets 2014: $2,456,792Liabilities 2014: $711,840Net Assets 2014: $1,744,9522014Assets 2015: $2,887,358Liabilities 2015: $779,863Net Assets 2015: $2,107,4952015Assets 2016: $3,649,832Liabilities 2016: $1,185,700Net Assets 2016: $2,464,1322016Assets 2017: $3,949,057Liabilities 2017: $803,557Net Assets 2017: $3,145,5002017Assets 2018: $4,788,456Liabilities 2018: $1,148,751Net Assets 2018: $3,639,7052018Assets 2019: $5,398,592Liabilities 2019: $1,150,607Net Assets 2019: $4,247,9852019Assets 2020: $5,829,354Liabilities 2020: $877,863Net Assets 2020: $4,951,4912020Assets 2021: $6,608,668Liabilities 2021: $1,047,913Net Assets 2021: $5,560,7552021Assets 2022: $7,134,631Liabilities 2022: $1,341,651Net Assets 2022: $5,792,9802022Assets 2023: $6,818,365Liabilities 2023: $1,399,830Net Assets 2023: $5,418,5352023Assets 2024: $7,070,533Liabilities 2024: $1,472,809Net Assets 2024: $5,597,7242024

Highlighted filing

2015

Assets$2,887,358
Liabilities$779,863
Net Assets$2,107,495
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,469,7172010Expenses 2011: $1,633,9622011Expenses 2012: $1,842,2462012Revenue 2013: $1,909,571Expenses 2013: $1,866,747Net Income 2013: $42,8242013Revenue 2014: $2,170,141Expenses 2014: $2,195,325Net Income 2014: -$25,1842014Revenue 2015: $2,304,395Expenses 2015: $1,941,852Net Income 2015: $362,5432015Revenue 2016: $3,574,569Expenses 2016: $3,217,932Net Income 2016: $356,6372016Revenue 2017: $3,590,578Expenses 2017: $3,155,243Net Income 2017: $435,3352017Revenue 2018: $4,385,203Expenses 2018: $3,890,998Net Income 2018: $494,2052018Revenue 2019: $4,547,800Expenses 2019: $3,939,520Net Income 2019: $608,2802019Revenue 2020: $3,513,113Expenses 2020: $2,809,607Net Income 2020: $703,5062020Revenue 2021: $3,104,042Expenses 2021: $2,494,778Net Income 2021: $609,2642021Revenue 2022: $4,293,794Expenses 2022: $4,157,237Net Income 2022: $136,5572022Revenue 2023: $4,820,528Expenses 2023: $5,151,296Net Income 2023: -$330,7682023Revenue 2024: $6,343,875Expenses 2024: $6,164,686Net Income 2024: $179,1892024

Highlighted filing

2015

Revenue$2,304,395
Expenses$1,941,852
Net Income$362,543
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$2,304,395
Mission and Program Overview

Mission

Education and advancement of systems engineering

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$499,080$936,839▲ $437,759
Investments in Publicly Traded Securities$749,938--
Savings and Temporary Cash Investments$29,235$748,592▲ $719,357
Accounts Receivable$290,462$285,101▼ $5,361
Total Assets$2,456,792$2,887,358▲ $430,566
Other Assets Total$888,077$916,826▲ $28,749
Liabilities
Deferred Revenue$389,558$473,775▲ $84,217
Accounts Payable and Accrued Expenses$206,662$184,474▼ $22,188
Other Liabilities$115,620$121,614▲ $5,994
Total Liabilities$711,840$779,863▲ $68,023
Net Assets / Fund Balance
Unrestricted Net Assets$1,744,952$2,107,495▲ $362,543
Total Net Assets Fund Balance$1,744,952$2,107,495▲ $362,543
Total Liabilities and Net Assets / Fund Balance$2,456,792$2,887,358▲ $430,566

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$121,614--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
David LongPresident
Alan HardingPresident -
Garry RoedlerPresident -
Barclay BrownDirector
Bill ChownDirector
Cecilia HaskinsDirector
Dr Arthur PysterDirector
Jean-claude RousselDirector
Kerry LunneyDirector
Max BertholdDirector
Paul DaviesDirector
Paul SchreinemakersDirector
Tina SrivastavaSecretary
Jennifer NarkeviciusTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Universal Management Services LLCAdministration7670 OPPORTUNITY ROAD STE 220, San Diego, CA 92111$439,919
V1 Decisions LLCConsulting3023 GENESSEE CREEK LANE, Friendswood, TX 77546$154,616
John Wiley & SonsContractorPO BOX 416502, Boston, MA 02295$135,867
Revenue and Support

Revenue Composition

Contributions and Grants
$1,463,758
Program Service Revenue
$837,369
Investment Income
$3,268
Other Revenue
$0
Change in Net Assets
$362,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,931,852
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$374,261$198,592-$572,853
Information Technology$299,894$3,175-$303,069
Travel$144,634$20,808-$165,442
All Other Expenses$109,035$11,824-$120,859
Other Expenses$92,179$14,669-$106,848
Conferences and Meetings$65,314$27,508-$92,822
Office Expenses$5,613$44,519-$50,132
Insurance$8,649$8,236-$16,885
Grants to Domestic Orgs$10,000--$10,000
Advertising$4,191$5,620-$9,811
Occupancy-$4,518-$4,518
Total Functional Expenses$1,469,126$472,726$0$1,941,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Incose FoundationSan Diego, CA3Adv Dvpmnt Image Sys$10,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William MillerFormer Brd MbrEditor of InsightNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$121,614
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Adminstration of the organization is overseen by the universal management services, llc. The organization has no internal employees. See vii, section b for further disclosure.”

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

“Organization has members that elect the governing body.”

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

“Members particiate in decisions of governing body on certain initiatves.”

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

“Reviewed by executive committee and then submitted to the board of directors”

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

“Board members are required to sign a declaration every year. This is monitored by the managing executive.”

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

“Board approves contracts with outside contractors providing managment services which include compensation. Organization has no employees.”

Form 990, Page 6, Part VI, Line 19

“Posted on website for members only.”

Filing and Contact Details

Filer

Filer Name
International Council on Systems
EIN
77-0294074
Phone
8585411725
Address
7670 OPPORTUNITY ROAD RM/STE 220, SAN DIEGO, CA 92111

Signing Officer

Name
Garry Roedler
Title
President - Elect
Phone
8585411725
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garry Roedler
Formed
1991
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
400

Preparer

Firm
Batten Accountancy Inc
Address
4696 GREENE ST, SAN DIEGO, CA 92107-1420
Preparer
Jere R Batten CPA
Phone
6195016359
Supplemental Narrative

Additional Explanations

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

“Educational symposiums and programs”

Form 990, Part IX, Line 11G

“Contractor 219,910 162,629 0 contractor 39,853 0 0 contractor 114,498 0 0 professional fees 0 35,963 0”

Form 990, Part XI, Line 9

“Py accounts payable and accrued exp 0 py deferred membership revenue 0 py accounts receivable 0”

Raw XML AppendixShowing 400 of 447 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0206662
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0184474
IRS990/AccountsReceivableGrp/BOYAmt0290462
IRS990/AccountsReceivableGrp/EOYAmt0285101
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION AND ADVANCEMENT OF SYSTEMS ENGINEERING
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05620
IRS990/AdvertisingGrp/ProgramServicesAmt04191
IRS990/AdvertisingGrp/TotalAmt09811
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011824
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0109035
IRS990/AllOtherExpensesGrp/TotalAmt0120859
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0UNIVERSAL MANAGEMENT SERVICES LLC
IRS990/BooksInCareOfDetail/PhoneNum08585411725
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07670 OPPORTUNITY ROAD STE 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092111
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0499080
IRS990/CashNonInterestBearingGrp/EOYAmt0936839
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt027508
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt065314
IRS990/ConferencesMeetingsGrp/TotalAmt092822
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0439919
IRS990/ContractorCompensationGrp/CompensationAmt1154616
IRS990/ContractorCompensationGrp/CompensationAmt2135867
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07670 OPPORTUNITY ROAD STE 220
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13023 GENESSEE CREEK LANE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 416502
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1FRIENDSWOOD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092111
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd177546
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202295
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0UNIVERSAL MANAGEMENT SERVICES LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1V1 DECISIONS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2JOHN WILEY & SONS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACTOR
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01463758
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt03268
IRS990/CYOtherExpensesAmt01931852
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0837369
IRS990/CYRevenuesLessExpensesAmt0362543
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01941852
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02304395
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0389558
IRS990/DeferredRevenueGrp/EOYAmt0473775
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0JOURNALS AND NEWSLETTERS WITH ARTICLES AND NEWS ON ADVANCEMENTS AND OPPORTUNITIES IN THE FIELD OF SYSTEMS ENGINEERING.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0147604
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0198592
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0374261
IRS990/FeesForServicesOtherGrp/TotalAmt0572853
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID LONG
IRS990/Form990PartVIISectionAGrp/PersonNm1BARCLAY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2CECILIA HASKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3DR ARTHUR PYSTER
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER NARKEVICIUS
IRS990/Form990PartVIISectionAGrp/PersonNm5JEAN-CLAUDE ROUSSEL
IRS990/Form990PartVIISectionAGrp/PersonNm6MAX BERTHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm7ALAN HARDING
IRS990/Form990PartVIISectionAGrp/PersonNm8KERRY LUNNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL SCHREINEMAKERS
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL CHOWN
IRS990/Form990PartVIISectionAGrp/PersonNm12TINA SRIVASTAVA
IRS990/Form990PartVIISectionAGrp/PersonNm13GARRY ROEDLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT -
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT -
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02304395
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03175
IRS990/InformationTechnologyGrp/ProgramServicesAmt0299894
IRS990/InformationTechnologyGrp/TotalAmt0303069
IRS990/InsuranceGrp/ManagementAndGeneralAmt08236
IRS990/InsuranceGrp/ProgramServicesAmt08649
IRS990/InsuranceGrp/TotalAmt016885
IRS990/InvestmentIncomeGrp/ExclusionAmt03268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03268
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0749938
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01458758
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION AND ADVANCEMENT OF SYSTEMS ENGINEERING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01744952
IRS990/NetAssetsOrFundBalancesEOYAmt02107495
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04518
IRS990/OccupancyGrp/TotalAmt04518
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044519
IRS990/OfficeExpensesGrp/ProgramServicesAmt05613
IRS990/OfficeExpensesGrp/TotalAmt050132
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0888077
IRS990/OtherAssetsTotalGrp/EOYAmt0916826
IRS990/OtherExpensesGrp/Desc0SECTOR EXPENSES
IRS990/OtherExpensesGrp/Desc1READERSHIP COSTS
IRS990/OtherExpensesGrp/Desc2CHAPTER SHARE-MEMBERSHIP
IRS990/OtherExpensesGrp/Desc3SUPPORT PROJECTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0133257
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114669
IRS990/OtherExpensesGrp/ProgramServicesAmt0207752
IRS990/OtherExpensesGrp/ProgramServicesAmt1147604
IRS990/OtherExpensesGrp/ProgramServicesAmt292179
IRS990/OtherExpensesGrp/TotalAmt0207752
IRS990/OtherExpensesGrp/TotalAmt1147604
IRS990/OtherExpensesGrp/TotalAmt2133257
IRS990/OtherExpensesGrp/TotalAmt3106848
IRS990/OtherLiabilitiesGrp/BOYAmt0115620
IRS990/OtherLiabilitiesGrp/EOYAmt0121614
IRS990/PartialLiquidationInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GARRY ROEDLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1JOURNAL/PUBLICATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0735846
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0735846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1101523
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt047853
IRS990/ProgSrvcAccomActy2Grp/Desc0CERTIFICATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0262278
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0226644
IRS990/ProgSrvcAccomActy3Grp/Desc0TECHNICAL LEADERSHIP TEAM
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0255025
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EDUCATIONAL SYMPOSIUMS AND PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0804219
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0509202
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt03632
IRS990/PYOtherExpensesAmt02185325
IRS990/PYProgramServiceRevenueAmt02166509
IRS990/PYRevenuesLessExpensesAmt0-25184
IRS990/PYTotalExpensesAmt02195325
IRS990/PYTotalRevenueAmt02170141
IRS990/ReconcilationRevenueExpnssAmt0362543
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0101523
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0748592
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0795212
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1121614
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FUNDS HELD BY CHAPTERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0121614
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0916826
IRS990ScheduleD/TotalLiabilityAmt0121614
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADV DVPMNT IMAGE SYS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INCOSE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0201692992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07670 OPPORTUNITY ROAD SUITE 220
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092111
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDED A UNRESTRICTED CONTRIBUTION TO A 501(C)(3) ORGANIZATION. THEREFORE, GRANT MONTORING PROCEDURES ARE NOT CONSIDERED NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM MILLER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER BRD MBR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EDITOR OF INSIGHT
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL SYMPOSIUMS AND PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINSTRATION OF THE ORGANIZATION IS OVERSEEN BY THE UNIVERSAL MANAGEMENT SERVICES, LLC. THE ORGANIZATION HAS NO INTERNAL EMPLOYEES. SEE VII, SECTION B FOR FURTHER DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION HAS MEMBERS THAT ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS PARTICIATE IN DECISIONS OF GOVERNING BODY ON CERTAIN INITIATVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED BY EXECUTIVE COMMITTEE AND THEN SUBMITTED TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE REQUIRED TO SIGN A DECLARATION EVERY YEAR. THIS IS MONITORED BY THE MANAGING EXECUTIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD APPROVES CONTRACTS WITH OUTSIDE CONTRACTORS PROVIDING MANAGMENT SERVICES WHICH INCLUDE COMPENSATION. ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POSTED ON WEBSITE FOR MEMBERS ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTRACTOR 219,910 162,629 0 CONTRACTOR 39,853 0 0 CONTRACTOR 114,498 0 0 PROFESSIONAL FEES 0 35,963 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PY ACCOUNTS PAYABLE AND ACCRUED EXP 0 PY DEFERRED MEMBERSHIP REVENUE 0 PY ACCOUNTS RECEIVABLE 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02456792
IRS990/TotalAssetsEOYAmt02887358
IRS990/TotalAssetsGrp/BOYAmt02456792
IRS990/TotalAssetsGrp/EOYAmt02887358
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01463758
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0472726
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01469126
IRS990/TotalFunctionalExpensesGrp/TotalAmt01941852
IRS990/TotalGrossUBIAmt047853
IRS990/TotalLiabilitiesBOYAmt0711840
IRS990/TotalLiabilitiesEOYAmt0779863
IRS990/TotalLiabilitiesGrp/BOYAmt0711840
IRS990/TotalLiabilitiesGrp/EOYAmt0779863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01744952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02107495
IRS990/TotalOtherProgSrvcExpenseAmt0804219
IRS990/TotalOtherProgSrvcGrantAmt010000
IRS990/TotalOtherProgSrvcRevenueAmt0509202
IRS990/TotalProgramServiceExpensesAmt01469126
IRS990/TotalProgramServiceRevenueAmt0837369
IRS990/TotalRevenueGrp/ExclusionAmt03268
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0789516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02304395
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt047853

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,887,358
Liabilities
$779,863
Net assets
$2,107,495
Revenue
$2,304,395
Expenses
$1,941,852
Net income
$362,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.07$1.47$5.60$6.34$6.16$0.18
2023Summary only. Only limited summary data is available for this year.$6.82$1.40$5.42$4.82$5.15$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$1.34$5.79$4.29$4.16$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$1.05$5.56$3.10$2.49$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.88$4.95$3.51$2.81$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$1.15$4.25$4.55$3.94$0.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.15$3.64$4.39$3.89$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.80$3.15$3.59$3.16$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$1.19$2.46$3.57$3.22$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.78$2.11$2.30$1.94$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.71$1.74$2.17$2.20$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.63$1.77$1.91$1.87$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.61$1.45$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.65$1.31$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.34$1.13$1.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • $1M-$5M nonprofits