Civic Intelligence

Systems-Centered Training and Research Institute Corporation

990 • Fiscal year 2021 • EIN 84-1712531

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 18, 2022

PO Box 2118Decatur, GA 30031

(678) 701-8290

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,349,339

Up $190,331 (+16%) from 2020

Net Assets

Up

$1,349,211

Up $190,203 (+16%) from 2020

Liabilities

Up

$128

Up $128 from 2020

Revenue And Expenses

Revenue

Down

$333,300

Down $58,607 (-15%) from 2020

Expenses

Up

$143,097

Up $25,549 (+22%) from 2020

Net Income

Down

$190,203

Down $84,156 (-31%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $155,696Liabilities 2011: $0Net Assets 2011: $155,6962011Assets 2012: $140,763Liabilities 2012: $0Net Assets 2012: $140,7632012Assets 2013: $205,425Liabilities 2013: $0Net Assets 2013: $205,4252013Assets 2014: $199,793Net Assets 2014: $199,7932014Assets 2015: $218,043Net Assets 2015: $218,0432015Assets 2016: $256,967Net Assets 2016: $256,9672016Assets 2017: $267,955Net Assets 2017: $267,9552017Assets 2018: $289,530Net Assets 2018: $289,5302018Assets 2019: $884,649Liabilities 2019: $0Net Assets 2019: $884,6492019Assets 2020: $1,159,008Liabilities 2020: $0Net Assets 2020: $1,159,0082020Assets 2021: $1,349,339Liabilities 2021: $128Net Assets 2021: $1,349,2112021Assets 2022: $1,268,640Liabilities 2022: $241Net Assets 2022: $1,268,3992022Assets 2023: $1,286,571Liabilities 2023: $997Net Assets 2023: $1,285,5742023Assets 2024: $1,337,518Liabilities 2024: $250Net Assets 2024: $1,337,2682024Assets 2025: $1,413,311Liabilities 2025: $4,429Net Assets 2025: $1,408,8822025

Highlighted filing

2021

Assets$1,349,339
Liabilities$128
Net Assets$1,349,211

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $95,887Expenses 2011: $102,077Net Income 2011: -$6,1902011Revenue 2012: $91,920Expenses 2012: $106,853Net Income 2012: -$14,9332012Expenses 2013: $106,5852013Revenue 2014: $148,590Expenses 2014: $157,182Net Income 2014: -$8,5922014Revenue 2015: $138,635Expenses 2015: $127,448Net Income 2015: $11,1872015Revenue 2016: $175,046Expenses 2016: $147,552Net Income 2016: $27,4942016Revenue 2017: $169,318Expenses 2017: $163,380Net Income 2017: $5,9382017Revenue 2018: $167,080Expenses 2018: $152,708Net Income 2018: $14,3722018Revenue 2019: $864,575Expenses 2019: $269,456Net Income 2019: $595,1192019Revenue 2020: $391,907Expenses 2020: $117,548Net Income 2020: $274,3592020Revenue 2021: $333,300Expenses 2021: $143,097Net Income 2021: $190,2032021Revenue 2022: $147,942Expenses 2022: $189,999Net Income 2022: -$42,0572022Revenue 2023: $156,846Expenses 2023: $203,546Net Income 2023: -$46,7002023Revenue 2024: $208,463Expenses 2024: $228,306Net Income 2024: -$19,8432024Revenue 2025: $212,725Expenses 2025: $182,022Net Income 2025: $30,7032025

Highlighted filing

2021

Revenue$333,300
Expenses$143,097
Net Income$190,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 18, 2022
Return Version
2020v4.0
Gross Receipts
$374,367
Mission and Program Overview

Mission

To contribute knowledge of the system-centered theory of living human systems on how they contain their enery and direct it toward their goals; to do related research in long-term and short-term change strategies; to continue development of methods of systems-centered education and practice; to train systems-centered practitioners to serve the community; and to introduce system-centered training strategies for change to organizations, groups and individuals in private, public and clinical settings.

To contribute knowledge of the systems-centered theory of living human systems on how they contain their energy and direct it toward their goals; to do related research in long-term and short-term change strategies; to continue development of methods of systems-centered education and practice; to train systems-centered practitioners to serve the community; and to introduce systems-centered traning strategies for change to organizations, groups and individuals in private, public and clinical settings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$612,614$850,608▲ $237,994
Savings and Temporary Cash Investments$317,641--
Cash and Non-Interest-Bearing Accounts$31,704$306,182▲ $274,478
Land, Buildings, and Equipment, Net$197,049$192,549▼ $4,500
Total Assets$1,159,008$1,349,339▲ $190,331
Liabilities
Accounts Payable and Accrued Expenses-$128-
Total Liabilities$0$128▲ $128
Net Assets / Fund Balance
Net Assets With Donor Restrictions$715,136$892,900▲ $177,764
Net Assets Without Donor Restrictions$443,872$456,311▲ $12,439
Total Net Assets Fund Balance$1,159,008$1,349,211▲ $190,203
Total Liabilities and Net Assets / Fund Balance$1,159,008$1,349,339▲ $190,331

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$169,125$10,875$180,000
Land$23,424-$23,424

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$715,136$550▲ $177,214-$892,900
2019$72,974$343,471▲ $297,691-$715,136
2018$66,705$4,246▲ $2,023-$72,974
2017$57,273$8,229▲ $1,203-$66,705
2016$34,701$22,124▲ $448-$57,273
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kathy LumSecretaryPT$40,832$40,832
Susan GanttChairPT$4,000$4,000

Board Members and Trustees

NameTitle
Annie MaciverDirector
Claudia ByramDirector
Dorothy GibbonsDirector
Fran CarterDirector
Irene MchenryDirector
Jim PeightelDirector
Jon MccormickDirector
Juliet KoprowskaDirector
Lotte PaansDirector
Mike MaherDirector
Norma SafranskyDirector
Ray HaddockDirector
Rowena DavisDirector
Dick GanleyResearch Director
Nina KlebanoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,418
Program Service Revenue
$126,201
Investment Income
$16,784
Other Revenue
$171,897
All Other Contributions
$18,418
Change in Net Assets
$190,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,021
Salaries, Compensation, and Employee Benefits$63,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$38,107$6,725-$44,832
Conferences and Meetings$27,964--$27,964
Other Salaries and Wages$15,508$2,736-$18,244
Other Expenses$4,669$2,574-$4,669
Depreciation Depletion$3,825$675-$4,500
All Other Expenses$2,640$520-$3,160
Insurance$1,238$310-$1,548
Office Expenses$512$805-$1,317
Fees for Services Accounting-$850-$850
Total Functional Expenses$127,902$15,195$0$143,097
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
Lobbying 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 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
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, Page 6, Part VI, Line 11B

Retrun reviewed by the executive director, then filed by tax preparer in accordance with irs guidelines.

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

Director and associate director monitor any possible conflict of interest issues. If any issues are required to be presented to the steering group (representing the board of directors), reviwed and resolution determined by the group with consultation by the board of directors.

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

Susan gantt is chair in a volunteer roll with 4,000 compensation for training at annual conference. All board members/officers are volunteers.

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

Compensation to kathy lum is for her role as administrator for sctri.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies and financial statements may be obtained by e-mail request: [email protected] or written request: systems-centered training and research institute, inc., p.o. Box 2118, decatur, ga 30031

Filing and Contact Details

Filer

Filer Name
Systems-centered Training and
EIN
84-1712531
Phone
6787018290
Address
PO BOX 2118, DECATUR, GA 30031

Signing Officer

Name
Susan Gantt
Title
Chair
Phone
4043787355
Signed
2022-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Lum
Formed
2006
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
50

Preparer

Firm
Fricke & Associates Pc
Address
3295 RIVER EXCHANGE DR STE 561, NORCROSS, GA 30092-4248
Preparer
John T Holmes CPA
Phone
7702162226
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To contribute knowledge of the systems-centered theory of living human systems on how they contain their energy and direct it toward their goals; to do related research in long-term and short-term change strategies; to continue development of methods of systems-centered education and practice; to train systems-centered practitioners to serve the community; and to introduce systems-centered traning strategies for change to organizations, groups and individuals in private, public and clinical settings.

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

Supports the training, research and theorizing in the systems-centered approach to living human systems devoted to knowledge, research, education, training, community development and contribution.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

To support the ongoing development and transformation of the organization with its training and research and to take systems-centered theory and methods out into the world.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.21$0.18$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.21$0.23$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.16$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.15$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.33$0.14$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.39$0.12$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.86$0.27$0.60
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.17$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.18$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.14$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.15$0.16$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.09$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.10$0.10$0.01