Civic Intelligence

Collaborative of the Finger Lakes Inc

990EZ • Fiscal year 2018 • EIN 01-0715363

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization ProfileN/A
1083 Waterloo Geneva RoadWaterloo, NY 13165

(585) 415-1074

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.11x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • NTEE P • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

36%

Faster asset growth than 77% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • NTEE P • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$67,310

Up $17,904 (+36%) from 2017

Net Assets

Up

$59,607

Up $18,666 (+46%) from 2017

Liabilities

Down

$7,703

Down $762 (-9.0%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin61st percentile

Revenue

Up

$189,980

Up $35,985 (+23%) from 2017

Expenses

Up

$171,312

Up $7,406 (+4.5%) from 2017

Net Income

Up

$18,668

Up $28,579 (+288%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2011: $65,761Liabilities 2011: $13,3462011Assets 2012: $71,234Liabilities 2012: $21,1052012Assets 2013: $56,275Liabilities 2013: $7,1882013Assets 2014: $72,834Liabilities 2014: $24,2382014Assets 2015: $140,809Liabilities 2015: $75,089Net Assets 2015: $65,7202015Assets 2016: $76,750Liabilities 2016: $25,898Net Assets 2016: $50,8522016Assets 2017: $49,406Liabilities 2017: $8,465Net Assets 2017: $40,9412017Assets 2018: $67,310Liabilities 2018: $7,703Net Assets 2018: $59,6072018Assets 2019: $94,381Liabilities 2019: $6,771Net Assets 2019: $87,6102019Assets 2020: $141,107Liabilities 2020: $44,766Net Assets 2020: $96,3412020Assets 2021: $124,945Liabilities 2021: $38,026Net Assets 2021: $86,9192021Assets 2022: $81,271Liabilities 2022: $0Net Assets 2022: $81,2712022Assets 2023: $69,763Liabilities 2023: $0Net Assets 2023: $69,7632023Assets 2024: $70,233Liabilities 2024: $6,075Net Assets 2024: $64,1582024

Highlighted filing

2018

Assets$67,310
Liabilities$7,703
Net Assets$59,607
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KRevenue 2011: $87,965Expenses 2011: $90,817Net Income 2011: -$2,8522011Revenue 2012: $95,959Expenses 2012: $98,245Net Income 2012: -$2,2862012Revenue 2013: $92,638Expenses 2013: $93,276Net Income 2013: -$6382013Revenue 2014: $119,775Expenses 2014: $120,266Net Income 2014: -$4912014Revenue 2015: $116,728Expenses 2015: $99,604Net Income 2015: $17,1242015Revenue 2016: $143,821Expenses 2016: $158,689Net Income 2016: -$14,8682016Revenue 2017: $153,995Expenses 2017: $163,906Net Income 2017: -$9,9112017Revenue 2018: $189,980Expenses 2018: $171,312Net Income 2018: $18,6682018Revenue 2019: $179,450Expenses 2019: $151,447Net Income 2019: $28,0032019Revenue 2020: $135,554Expenses 2020: $126,823Net Income 2020: $8,7312020Revenue 2021: $83,196Expenses 2021: $92,618Net Income 2021: -$9,4222021Revenue 2022: $93,500Expenses 2022: $99,148Net Income 2022: -$5,6482022Revenue 2023: $93,500Expenses 2023: $105,008Net Income 2023: -$11,5082023Revenue 2024: $116,200Expenses 2024: $121,805Net Income 2024: -$5,6052024

Highlighted filing

2018

Revenue$189,980
Expenses$171,312
Net Income$18,668
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$189,980
Mission and Program Overview

Mission

Training and development of member staffs

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA WADEPresidentPT$0--
MIKE DAMIANOVice PresidentPT$0--
MARTIN MISKELLSecy/TreasurerPT$0--
ROBERTA OESESIEGELExecutive DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Collaborative of Ny
EIN
01-0715363
Phone
5854151074
Address
1083 WATERLOO GENEVA ROAD, WATERLOO, NY 13165

Signing Officer

Name
Bobbie Oese Siegel
Title
Exec Director
Phone
5854151074
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
3678 RTE 5 AND 20, CANANDAIGUA, NY 14424
Preparer
Thomas Rogers
Phone
5853944770
Supplemental Narrative

Additional Explanations

Part II Line 24

“A/r beginning of year 21,217; end of year 40,210”

Part II Line 26

“A/p beginning of year 8,465; end of year 7,703”

Part I Line 20

“ROUNDING”

Raw XML Appendix152 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/PersonNm0DIRECTOR
IRS990EZ/BooksInCareOfDetail/PhoneNum05854151074
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01083 WATERLOO GENEVA ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waterloo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013165
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028187
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027100
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018668
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067310
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0189980
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0112500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040941
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059607
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040941
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059607
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA WADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE DAMIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTIN MISKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERTA OESESIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021219
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040210
IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt0171312
IRS990EZ/OtherRevenueTotalAmt077480
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND DEVELOPMENT OF MEMBER STAFFS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08465
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07703
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0171312
IRS990EZ/TotalRevenueAmt0189980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0382890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0329
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0475
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt077480
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt052708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt048740
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt025700
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015311
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0219939
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63470
IRS990ScheduleA/PublicSupportTotal509Amt0382890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073680
IRS990ScheduleA/Total509Grp/TotalAmt0382890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0189980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0153995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0143821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089320
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0603304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A/R BEGINNING OF YEAR 21,217; END OF YEAR 40,210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A/P BEGINNING OF YEAR 8,465; END OF YEAR 7,703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBIE OESE SIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05854151074
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLABORATIVE OF NY
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0010715363
ReturnHeader/Filer/PhoneNum05854151074
ReturnHeader/Filer/USAddress/AddressLine1Txt01083 WATERLOO GENEVA ROAD
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013165
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00187BF8B3A5485490EF5A0EACDC1F2DA766466AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00187BF8B3A5485490EF5A0EACDC1F2DA766466AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.48.221.7
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTm012:45:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03678 RTE 5 AND 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANANDAIGUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014424
ReturnHeader/PreparerPersonGrp/PhoneNum05853944770
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Rogers
ReturnHeader/ReturnTs02019-05-10T17:29:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,310
Liabilities
$7,703
Net assets
$59,607
Revenue
$189,980
Expenses
$171,312
Net income
$18,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.06$0.64$1.16$1.22$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.94$1.05$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.94$0.99$0.06
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.25$0.38$0.87$0.83$0.93$0.09
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.41$0.45$0.96$1.36$1.27$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.07$0.88$1.79$1.51$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.08$0.60$1.90$1.71$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.08$0.41$1.54$1.64$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.26$0.51$1.44$1.59$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.75$0.66$1.17$1.00$0.17
2014Summary only. Only limited summary data is available for this year.$0.73$0.24$1.20$1.20$0.00
2013Summary only. Only limited summary data is available for this year.$0.56$0.07$0.93$0.93$0.01
2012Summary only. Only limited summary data is available for this year.$0.71$0.21$0.96$0.98$0.02
2011Summary only. Only limited summary data is available for this year.$0.66$0.13$0.88$0.91$0.03