Civic Intelligence

Pflag Inc.

990 • Fiscal year 2016 • EIN 95-3750694

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 04, 2017

1828 L Street NW No 660Washington, DC 20036

(202) 467-8180

Siviq Scores

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

Liabilities / Assets

60th percentile

0.18x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.19x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

24th percentile

-8.7%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$286,201

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.1%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,939,538

Down $347,093 (-11%) from 2015

Net Assets

Down

$2,416,206

Down $214,268 (-8.1%) from 2015

Liabilities

Down

$523,332

Down $132,825 (-20%) from 2015

Revenue

Down

$2,708,330

Down $240,120 (-8.1%) from 2015

Expenses

Down

$2,945,090

Down $6,249 (-0.2%) from 2015

Net Income

Down

-$236,760

Down $233,871 (-8095%) from 2015

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $1,699,468Liabilities 2012: $517,321Net Assets 2012: $1,182,1472012Assets 2013: $3,452,832Liabilities 2013: $572,954Net Assets 2013: $2,879,8782013Assets 2015: $3,286,631Liabilities 2015: $656,157Net Assets 2015: $2,630,4742015Assets 2016: $2,939,538Liabilities 2016: $523,332Net Assets 2016: $2,416,2062016Assets 2017: $2,535,043Liabilities 2017: $561,954Net Assets 2017: $1,973,0892017Assets 2018: $3,554,145Liabilities 2018: $343,375Net Assets 2018: $3,210,7702018Assets 2019: $3,585,048Liabilities 2019: $378,927Net Assets 2019: $3,206,1212019Assets 2020: $6,569,180Liabilities 2020: $508,245Net Assets 2020: $6,060,9352020Assets 2021: $7,408,074Liabilities 2021: $339,306Net Assets 2021: $7,068,7682021Assets 2022: $9,257,514Liabilities 2022: $579,534Net Assets 2022: $8,677,9802022Assets 2024: $6,809,159Liabilities 2024: $821,765Net Assets 2024: $5,987,3942024

Highlighted filing

2016

Assets$2,939,538
Liabilities$523,332
Net Assets$2,416,206

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $3,032,0042012Revenue 2013: $4,458,756Expenses 2013: $2,761,025Net Income 2013: $1,697,7312013Revenue 2015: $2,948,450Expenses 2015: $2,951,339Net Income 2015: -$2,8892015Revenue 2016: $2,708,330Expenses 2016: $2,945,090Net Income 2016: -$236,7602016Revenue 2017: $2,386,680Expenses 2017: $2,849,515Net Income 2017: -$462,8352017Revenue 2018: $3,735,921Expenses 2018: $2,479,753Net Income 2018: $1,256,1682018Revenue 2019: $2,479,194Expenses 2019: $2,505,369Net Income 2019: -$26,1752019Revenue 2020: $5,753,391Expenses 2020: $2,932,084Net Income 2020: $2,821,3072020Revenue 2021: $4,328,724Expenses 2021: $3,354,481Net Income 2021: $974,2432021Revenue 2022: $5,982,889Expenses 2022: $4,156,326Net Income 2022: $1,826,5632022Revenue 2024: $5,451,411Expenses 2024: $6,743,788Net Income 2024: -$1,292,3772024

Highlighted filing

2016

Revenue$2,708,330
Expenses$2,945,090
Net Income-$236,760
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 4, 2017
Return Version
2015v3.0
Gross Receipts
$4,229,354
Mission and Program Overview

Mission

To promote the health and well-being of gay, lesbian, bisexual andtransgender persons, their families, and friends.

To promote the health and well-being of gay, lesbian, bisexual and transgender persons, their families, and friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,207,559$1,236,327▲ $28,768
Cash and Non-Interest-Bearing Accounts$535,736$778,329▲ $242,593
Investments in Publicly Traded Securities$300,100$386,010▲ $85,910
Land, Buildings, and Equipment, Net$167,509$260,657▲ $93,148
Prepaid Expenses and Deferred Charges$71,283$70,756▼ $527
Accounts Receivable$97,424$68,157▼ $29,267
Pledges and Grants Receivable$829,763$56,500▼ $773,263
Inventories for Sale or Use$36,295$41,820▲ $5,525
Savings and Temporary Cash Investments$25,041$25,061▲ $20
Total Assets$3,286,631$2,939,538▼ $347,093
Other Assets Total$15,921$15,921→ $0
Liabilities
Accounts Payable and Accrued Expenses$367,184$324,492▼ $42,692
Other Liabilities$237,393$198,840▼ $38,553
Deferred Revenue$51,580--
Total Liabilities$656,157$523,332▼ $132,825
Net Assets / Fund Balance
Unrestricted Net Assets$1,409,545$1,926,277▲ $516,732
Permanently Rstr Net Assets$362,500$362,500→ $0
Temporarily Rstr Net Assets$858,429$127,429▼ $731,000
Total Net Assets Fund Balance$2,630,474$2,416,206▼ $214,268
Total Liabilities and Net Assets / Fund Balance$3,286,631$2,939,538▼ $347,093

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$168,410$258,331$426,741
Leasehold Improvements$82,548$138,752$221,300
Equipment$9,699$141,321$151,020
Other Securities$228,875--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$362,500-▲ $5,693-$368,193
2014-$362,500--$362,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jody M HuckabyExecutive DirectorFT$262,632$23,569$286,201
Elizabeth KohmDeputy Executive DirectorFT$142,279$22,500$164,779
David ManuelDirector of OperationsFT$151,384$12,428$163,812
Jean Marie NavettaDirector of Equality & DiversiFT$121,279$898$122,177

Board Members and Trustees

NameTitle
Jean HodgesNational President
Dale BernsteinVice President
Apoorva GandhiDirector
Catherine HydeDirector
Charles R MiddletonDirector
Dawn HoltDirector
Isolda AtaydeDirector
John OdaDirector
John TantilloDirector
Joni StacyDirector
Kay HolladayDirector
Larry RyanDirector
Latoria J FarmerDirector
Linda StroupeDirector
Marsha AizumiDirector
Peggy MooreDirector
Robert MarchmanDirector
Stephanie BattaglinoDirector
Kathy GodwinVP & Regional Director Council
Susan ThronsonSecretary
Dennis AdamsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
1828 L St Associates LLCRent2000 TOWER OAKS BLVD 9TH FLOOR, Rockville, MD 20852$217,622
Production Solutions INCPrinting And Mailing Services1953 GALLOWS RD SUITE 600, Vienna, VA 22182$207,612
New York Marriott MarquisFundraising Event, Meeting Rooms And Lod1535 BROADWAY, New York, NY 10036$158,282
Eidolon CommunicationsFundraising Services15 MAIDEN LANE SUITE 1401, New York, NY 10038-5113$130,700
Revenue and Support

Revenue Composition

Contributions and Grants
$2,500,910
Program Service Revenue
$371,785
Investment Income
$16,588
Other Revenue
$-180,953
All Other Contributions
$2,441,989
Change in Net Assets
$-236,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,702,847
Revenue Not Reported on Financial Statements
$5,483
Revenue Not Reported on Form 990
$279,810
Total Revenue per Audited Statements
$2,982,657
Total Revenue per Form 990
$2,708,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,812,703
Other Expenses$1,040,891
Total Fundraising Expense$353,758
Professional Fundraising Fees$61,596
Grants and Similar Amounts Paid$29,900

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$999,131$122,353$182,359$1,303,843
Office Expenses$228,518$26,778$70,094$325,390
Current Officers, Directors, Trustees, and Key Employees$233,776$51,584$13,026$298,386
Travel$175,031$15,493$5,180$195,704
Occupancy$150,090$20,845-$170,935
Fees for Services Other$116,662$29,731-$146,393
Payroll Taxes$79,187$11,034$12,833$103,054
Other Employee Benefits$83,919$11,178-$95,097
Fees for Services Professional Fundraising--$61,596$61,596
Depreciation Depletion$48,479$6,733-$55,212
Information Technology$31,928$4,077$35$36,040
Conferences and Meetings$32,988$1,074-$34,062
Fees for Services Accounting-$33,756-$33,756
Grants to Domestic Orgs$22,000--$22,000
Other Expenses$12,470-$7,614$20,084
Insurance$15,839$1,393-$17,232
Pension Plan Contributions$11,302-$1,021$12,323
Grants to Domestic Individuals$7,900--$7,900
Fees for Service Investment Mgmnt Fees-$5,483-$5,483
Fees for Services Legal-$400-$400
Advertising$200--$200
Total Functional Expenses$124,074$0$76,904$200,978

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,196,925
Total Expenses per Form 990$2,945,090
Expenses per Audited Statements$2,939,607
Expenses Not Reported on Form 990$257,318
Expenses Not Reported on Financial Statements$5,483
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$270,449
Fundraising Gross Income$90,737
Professional Fundraising Fees$61,596

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Straight for Equality Gala Event$107,753$90,737$126,295$-35,558
Total Events$107,753$90,737$270,449$-179,712
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$195,047
Capital Lease Obligation$3,793
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has two classes of members: members and affiliates. Only members may vote.

Form 990, Part VI, Section A, Line 7A

Our dues-paying members elect seven of the twenty-one board members. Elections for the seven member-elected board members are done by mail-in ballot.

Form 990, Part VI, Section A, Line 7B

The bylaws may be amended by a two-thirds vote of members present and voting at any duly called meeting of the organization. Amendments may be proposed by any member in good standing, amendments so proposed and signed by 25 members in good standing will be presented to the annual meeting for a vote.

Form 990, Part VI, Section B, Line 11

The executive director will make the final draft of the federal tax return 990 available to the board upon its completion. The board will review the 990 and inform the executive director of any concerns within 24 hours of its being made available to ensure timely and accurate filing.

Form 990, Part VI, Section B, Line 12C

Board members and employees are annually requested to disclose their involvements with other organizations, with vendors or any other associations that might produce a conflict.

Form 990, Part VI, Section B, Line 15

The executive committee and performance review committee use a combination of factors including available market comparative data, performance and employment history when reviewing the employment contracts of the executive director. The executive director similarly reviews performance of all of the key employees at their employment anniversary using the same criteria.

Form 990, Part VI, Section C, Line 19

Audited financial statements are available on website, policies and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Pflag
EIN
95-3750694
Phone
2024678180
Address
1828 L STREET NW NO 660, WASHINGTON, DC 20036

Signing Officer

Name
Elizabeth Kohm
Title
Interim Executive Director
Phone
2024678180
Signed
2017-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Kohm
Formed
1982
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
16
Volunteers
13

Preparer

Firm
Councilor Buchanan & Mitchell Pc
Address
7910 WOODMONT AVENUE SUITE 500, BETHESDA, MD 20814
Preparer
Mark Thomas
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

The board assumes responsibility for oversight of the audit and selection of an independent accountant. This process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

Pflag requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. Pflag does not believe its financial statements include, or reflect, any uncertain tax positions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Costs of goods sold 46,071. Special event other direct expense 179,712.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Costs of goods sold 46,071. Special event expense 179,712.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2123569
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2222500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23898
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2412428
IRS990/Form990PartVIISectionAGrp/PersonNm0JEAN HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY GODWIN
IRS990/Form990PartVIISectionAGrp/PersonNm2DALE BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN THRONSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS ADAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN TANTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm6MARSHA AIZUMI
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE BATTAGLINO
IRS990/Form990PartVIISectionAGrp/PersonNm8LATORIA J FARMER
IRS990/Form990PartVIISectionAGrp/PersonNm9CATHERINE HYDE
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT MARCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11CHARLES R MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm12PEGGY MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN ODA
IRS990/Form990PartVIISectionAGrp/PersonNm14JONI STACY
IRS990/Form990PartVIISectionAGrp/PersonNm15LINDA STROUPE
IRS990/Form990PartVIISectionAGrp/PersonNm16ISOLDA ATAYDE
IRS990/Form990PartVIISectionAGrp/PersonNm17APOORVA GANDHI
IRS990/Form990PartVIISectionAGrp/PersonNm18KAY HOLLADAY
IRS990/Form990PartVIISectionAGrp/PersonNm19DAWN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm20LARRY RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm21JODY M HUCKABY
IRS990/Form990PartVIISectionAGrp/PersonNm22ELIZABETH KOHM
IRS990/Form990PartVIISectionAGrp/PersonNm23JEAN MARIE NAVETTA
IRS990/Form990PartVIISectionAGrp/PersonNm24DAVID MANUEL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0NATIONAL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP & REGIONAL DIR COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DEPUTY EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIR. OF EQUALITY & DIVERSI
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF OPERATIONS
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IRS990/MissionDesc0TO PROMOTE THE HEALTH AND WELL-BEING OF GAY, LESBIAN, BISEXUAL ANDTRANSGENDER PERSONS, THEIR FAMILIES, AND FRIENDS.
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IRS990/OtherExpensesGrp/Desc0LIST RENTAL
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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits