Civic Intelligence

MID Atlantic Cio Forum Inc

990EZ • Fiscal year 2023 • EIN 88-2054963

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 10, 2024

401 Washington Ave Ste 212Towson, MD 21204

(410) 218-2277

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

43rd percentile

-1.4%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$48,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.5%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-7.6%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$97,724

Down $2,509 (-2.5%) from 2022

Net Assets

Down

$97,724

Down $2,509 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$180,625

Down $14,892 (-7.6%) from 2022

Expenses

Up

$183,134

Up $87,850 (+92%) from 2022

Net Income

Down

-$2,509

Down $102,742 (-103%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $100,233Liabilities 2022: $0Net Assets 2022: $100,2332022Assets 2023: $97,724Liabilities 2023: $0Net Assets 2023: $97,7242023Assets 2024: $131,783Liabilities 2024: $0Net Assets 2024: $131,7832024Assets 2025: $184,240Liabilities 2025: $0Net Assets 2025: $184,2402025

Highlighted filing

2023

Assets$97,724
Liabilities$0
Net Assets$97,724

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $195,517Expenses 2022: $95,284Net Income 2022: $100,2332022Revenue 2023: $180,625Expenses 2023: $183,134Net Income 2023: -$2,5092023Revenue 2024: $211,812Expenses 2024: $177,753Net Income 2024: $34,0592024Revenue 2025: $253,402Expenses 2025: $200,945Net Income 2025: $52,4572025

Highlighted filing

2023

Revenue$180,625
Expenses$183,134
Net Income-$2,509
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Gross Receipts
$180,625
Mission and Program Overview

Mission

The Forum is designed to foster excellence in business and information technology in an environment that promotes educational and networking opportunities for CIOs facing similar challenges and issues. CIOs participate with peers to share information and experiences, and to exchange best practices in peer-to-peer discussion sessions.

Program Services

DescriptionGrantsExpenses
We provide a collaborative environment for members to share information about emerging trends and current issues related to business and information technology management. The Mid-Atlantic CIO Forum provides access to speakers of local, national, and international prominence through strategic alliances between Towson University and the business community. We offer professional seminars/forums to enhance the professional development experience of your employees.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald A LeePresidentPT$48,000-$48,000
HELENA GORDONVice President-$0--
BRIAN SEYMOURSecretary/Treasurer-$0--
MARC ZINSMEISTER - UNTIL 723Director-$0--
HANS KELLERDirector-$0--
PAUL MARUSZEWSKIDirector-$0--
SHAWN STREETTDirector-$0--
REGINA TILLERYDirector-$0--
DARAIUS IRANI PHDDirector-$0--
MARION MULLAUERDirector-$0--
BILL MEDLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mid-atlantic Cio Forum Inc
EIN
88-2054963
Phone
4102182277
Address
401 WASHINGTON AVE STE 212, TOWSON, MD 21204

Signing Officer

Name
Donald A Lee
Title
President
Signed
2024-04-10
Discuss with paid preparer
Yes

Preparer

Firm
CEA Scholtes and Associates
Address
106 Tunbridge Rd, Baltimore, MD 21212
Preparer
Chris Scholtes CPA
Phone
4103230010
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SCHOLARSHIPS | Donee's Name: TOWSON UNIVERSITY FOUNDATION | Donee's Address: 401 WASHINGTON AVE TOWSON MD 21204 | Cash Amount Given: $30000

Other Expenses.1002

Office Expenses $7033

Other Expenses.1003

Information Technology $7409

Other Expenses.1005

Travel $711

Other Expenses.1

SPRING SOCIAL $19753

Other Expenses.2

GOLF $9976

Other Expenses.3

MEETING CATERING $9287

Other Expenses.4

SPEAKER $5667

Other Expenses.5

Meals & entertainment $1991

Other Expenses.7

MISCELLANEOUS $633

Other Expenses.8

CREDIT CARD FEES $543

Other Expenses.9

GIFTS $392

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Donald A Lee
IRS990EZ/BooksInCareOfDetail/PhoneNum04103853797
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 WASHINGTON AVE STE 212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TOWSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021204
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100233
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097724
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2509
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01709
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100233
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097724
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030500
IRS990EZ/GrossReceiptsAmt0180625
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0180625
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100233
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097724
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100233
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097724
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt048000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Donald A Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HELENA GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN SEYMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC ZINSMEISTER - UNTIL 723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HANS KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL MARUSZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHAWN STREETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REGINA TILLERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DARAIUS IRANI PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARION MULLAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL MEDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Forum is designed to foster excellence in business and information technology in an environment that promotes educational and networking opportunities for CIOs facing similar challenges and issues. CIOs participate with peers to share information and experiences, and to exchange best practices in peer-to-peer discussion sessions.
IRS990EZ/PrintingPublicationsPostageAmt01028
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provide a collaborative environment for members to share information about emerging trends and current issues related to business and information technology management. The Mid-Atlantic CIO Forum provides access to speakers of local, national, and international prominence through strategic alliances between Towson University and the business community. We offer professional seminars/forums to enhance the professional development experience of your employees.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt086502
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0183134
IRS990EZ/TotalRevenueAmt0180625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://midatlanticcioforum.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPS | Donee's Name: TOWSON UNIVERSITY FOUNDATION | Donee's Address: 401 WASHINGTON AVE TOWSON MD 21204 | Cash Amount Given: $30000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $7033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $7409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPRING SOCIAL $19753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOLF $9976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEETING CATERING $9287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPEAKER $5667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS & ENTERTAINMENT $1991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CREDIT CARD FEES $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GIFTS $392
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald A Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MID-ATLANTIC CIO FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0MID-
ReturnHeader/Filer/EIN0882054963
ReturnHeader/Filer/PhoneNum04102182277
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 WASHINGTON AVE STE 212
ReturnHeader/Filer/USAddress/CityNm0TOWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030483170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CEA Scholtes and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Tunbridge Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021212
ReturnHeader/PreparerPersonGrp/PhoneNum04103230010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS SCHOLTES CPA
ReturnHeader/ReturnTs02024-04-10T14:12:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donald A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lee
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)6 • <$500k nonprofits