Civic Intelligence

Society for Marketing Advances Inc

990EZ • Fiscal year 2014 • EIN 86-1075348

Apr 01, 2013 to Mar 31, 2014 • Filed on Apr 17, 2014

Organization ProfileWWW.MARKETINGADVANCES.ORG
836 SW Munjack CircleExmore, VA 34986-3459

(772) 380-2667

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.7%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$30,703

Up $585 (+1.9%) from 2013

Net Assets

Up

$30,703

Up $585 (+1.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin43rd percentile

Revenue

Down

$84,596

Down $18,890 (-18%) from 2013

Expenses

Down

$84,011

Down $7,156 (-7.8%) from 2013

Net Income

Down

$585

Down $11,734 (-95%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2010: $71,830Liabilities 2010: $0Net Assets 2010: $71,8302010Assets 2011: $26,938Liabilities 2011: $0Net Assets 2011: $26,9382011Assets 2012: $17,799Liabilities 2012: $0Net Assets 2012: $17,7992012Assets 2013: $30,118Liabilities 2013: $0Net Assets 2013: $30,1182013Assets 2014: $30,703Liabilities 2014: $0Net Assets 2014: $30,7032014Assets 2015: $57,080Net Assets 2015: $57,0802015Assets 2016: $67,155Net Assets 2016: $67,1552016Assets 2017: $58,151Net Assets 2017: $58,1512017Assets 2018: $87,485Net Assets 2018: $87,4852018Assets 2019: $114,495Net Assets 2019: $114,4952019Assets 2020: $108,931Net Assets 2020: $108,9312020Assets 2021: $128,841Liabilities 2021: $0Net Assets 2021: $128,8412021Assets 2022: $147,066Liabilities 2022: $0Net Assets 2022: $147,0662022Assets 2023: $187,905Liabilities 2023: $0Net Assets 2023: $187,9052023

Highlighted filing

2014

Assets$30,703
Liabilities$0
Net Assets$30,703
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $58,952Expenses 2010: $64,676Net Income 2010: -$5,7242010Revenue 2011: $44,676Expenses 2011: $89,568Net Income 2011: -$44,8922011Revenue 2012: $96,813Expenses 2012: $105,953Net Income 2012: -$9,1402012Revenue 2013: $103,486Expenses 2013: $91,167Net Income 2013: $12,3192013Revenue 2014: $84,596Expenses 2014: $84,011Net Income 2014: $5852014Revenue 2015: $109,464Expenses 2015: $83,087Net Income 2015: $26,3772015Revenue 2016: $104,395Expenses 2016: $94,320Net Income 2016: $10,0752016Revenue 2017: $105,247Expenses 2017: $114,251Net Income 2017: -$9,0042017Revenue 2018: $136,055Expenses 2018: $106,721Net Income 2018: $29,3342018Revenue 2019: $135,384Expenses 2019: $108,374Net Income 2019: $27,0102019Revenue 2020: $139,051Expenses 2020: $144,615Net Income 2020: -$5,5642020Revenue 2021: $40,678Expenses 2021: $20,768Net Income 2021: $19,9102021Revenue 2022: $119,086Expenses 2022: $100,861Net Income 2022: $18,2252022Revenue 2023: $145,916Expenses 2023: $105,077Net Income 2023: $40,8392023

Highlighted filing

2014

Revenue$84,596
Expenses$84,011
Net Income$585
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Apr 17, 2014
Return Version
2013v3.0
Gross Receipts
$84,596
Mission and Program Overview

Mission

To foster research, and education in all phase of marketing and to encourage the exchange of ideas among members with similar interests.

To foster service, research, and education in all phases of marketing and to encourage the exchange of ideas among members with similar interests.

Program Services

DescriptionGrantsExpenses
CONDUCTS AN ANNUAL CONFERENCE FOR MARKETING EDUCATORS TO EXCHANGE IDEAS, PRESENT RESEARCH, AND TO ENHANCE EDUCATION. 276 PERSONS BENEFITED.$0$0
DISTRIBUTE MAILING TO MEMBERS. 276 PERSONS BENEFITED.$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN SHANAHANDirector Of Electronic Communicatio-$0--
DIANE EDMONDSONDirector Of Academic Placement Serv-$0--
JOHN BRANCHPresident-$0--
CYNTHIA RODRIGUEZ CANOTreasurer-$0--
J CARLENE DAVISPresident-Elect-$0--
TRACY MEYERSecretary-$0--
MARIA KALAMASExecutive Director-$0--
Filing and Contact Details

Filer

EIN
86-1075348
Phone
7723802667

Signing Officer

Name
Cynthia Rodriguez Cano
Title
Treasurer
Phone
7723802667
Signed
2014-04-17

Preparer

Preparer
Michael R Mai CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: wells fargo. Amount: 11.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences and meetings. Amount: 39,629. Description: bank and credit card charges. Amount: 2,970. Description: website maintenance. Amount: 5,948. Description: awards. Amount: 6,933. Description: supplies. Amount: 8,557. Description: gifts. Amount: 994. Description: journal subscriptions. Amount: 12,240. Description: travel. Amount: 872. Description: depreciation. Amount: 762. Total to form 990-ez, line 16: 78,905.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 3,618. End of year amount: 2,856.”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10CYNTHIA RODRIGUEZ CANO
IRS990EZ/BooksInCareOfDetail/PhoneNum07723802667
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10836 SW MUNJACK CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORT SAINT LUCIE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034986
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026500
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027847
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06350
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0585
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01850
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030118
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030703
IRS990EZ/GrossReceiptsAmt084596
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt070695
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030118
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030118
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN SHANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE EDMONDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BRANCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNTHIA RODRIGUEZ CANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4J CARLENE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRACY MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIA KALAMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR OF ELECTRONIC COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR OF ACADEMIC PLACEMENT SERV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03618
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02856
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt078905
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER SERVICE, RESEARCH, AND EDUCATION IN ALL PHASES OF MARKETING AND TO ENCOURAGE THE EXCHANGE OF IDEAS AMONG MEMBERS WITH SIMILAR INTERESTS.
IRS990EZ/PrintingPublicationsPostageAmt03256
IRS990EZ/ProgramServiceRevenueAmt07540
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTS AN ANNUAL CONFERENCE FOR MARKETING EDUCATORS TO EXCHANGE IDEAS, PRESENT RESEARCH, AND TO ENHANCE EDUCATION. 276 PERSONS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTE MAILING TO MEMBERS. 276 PERSONS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt084011
IRS990EZ/TotalRevenueAmt084596
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MARKETINGADVANCES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WELLS FARGO. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 39,629. DESCRIPTION: BANK AND CREDIT CARD CHARGES. AMOUNT: 2,970. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 5,948. DESCRIPTION: AWARDS. AMOUNT: 6,933. DESCRIPTION: SUPPLIES. AMOUNT: 8,557. DESCRIPTION: GIFTS. AMOUNT: 994. DESCRIPTION: JOURNAL SUBSCRIPTIONS. AMOUNT: 12,240. DESCRIPTION: TRAVEL. AMOUNT: 872. DESCRIPTION: DEPRECIATION. AMOUNT: 762. TOTAL TO FORM 990-EZ, LINE 16: 78,905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,618. END OF YEAR AMOUNT: 2,856.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA RODRIGUEZ CANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07723802667
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOCIETY FOR MARKETING ADVANCES INC
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0861075348
ReturnHeader/Filer/PhoneNum07723802667
ReturnHeader/Filer/USAddress/AddressLine10836 SW MUNJACK CIRCLE
ReturnHeader/Filer/USAddress/City0PORT SAINT LUCIE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0349863459
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R MAI CPA
ReturnHeader/ReturnTs02014-05-05T11:43:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,703
Liabilities
$0
Net assets
$30,703
Revenue
$84,596
Expenses
$84,011
Net income
$585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.46$1.05$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$1.19$1.01$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.41$0.21$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$1.39$1.45$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$1.14$1.35$1.08$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.87$1.36$1.07$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$1.05$1.14$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.04$0.94$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.09$0.83$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.85$0.84$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.03$0.91$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.97$1.06$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.45$0.90$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.59$0.65$0.06