Civic Intelligence

Collaborative of the Finger Lakes Inc

990EZ • Fiscal year 2019 • EIN 01-0715363

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

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

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.04x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • NTEE P • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

40%

Faster asset growth than 79% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-5.5%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • NTEE P • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$94,381

Up $27,071 (+40%) from 2018

Net Assets

Up

$87,610

Up $28,003 (+47%) from 2018

Liabilities

Down

$6,771

Down $932 (-12%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin69th percentile

Revenue

Down

$179,450

Down $10,530 (-5.5%) from 2018

Expenses

Down

$151,447

Down $19,865 (-12%) from 2018

Net Income

Up

$28,003

Up $9,335 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$94,381
Liabilities$6,771
Net Assets$87,610
Open 2019 Filing

Operations Trend

Revenue Growth37th 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

2019

Revenue$179,450
Expenses$151,447
Net Income$28,003
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.1
Gross Receipts
$179,450
Mission and Program Overview

Mission

Training and development of member staffs

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer Pay77th 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
2020-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
79 EASTERN BLVD, CANANDAIGUA, NY 14424
Preparer
Thomas Rogers
Phone
5853942580
Supplemental Narrative

Additional Explanations

Part II Line 24

“A/r beginning of year 40,210; end of year 49,684”

Part II Line 26

“A/p beginning of year 7,703; end of year 6,771”

Raw XML Appendix146 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/BOYAmt027100
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028003
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067310
IRS990EZ/Form990TotalAssetsGrp/EOYAmt094381
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0179450
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0112500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087610
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087610
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/BOYAmt040210
IRS990EZ/OtherAssetsTotalDetail/EOYAmt049684
IRS990EZ/OtherExpensesTotalAmt0151447
IRS990EZ/OtherRevenueTotalAmt066950
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/BOYAmt07703
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06771
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0151447
IRS990EZ/TotalRevenueAmt0179450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0112500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0112500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt095000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0421710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0146
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt066950
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt077480
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt052708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt048740
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt025700
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0271578
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.60810
IRS990ScheduleA/PublicSupportTotal509Amt0421710
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0460
IRS990ScheduleA/Total509Grp/TotalAmt0421710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0179450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0189980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0153995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0143821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026188
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0693434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A/R BEGINNING OF YEAR 40,210; END OF YEAR 49,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A/P BEGINNING OF YEAR 7,703; END OF YEAR 6,771
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II LINE 26
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBIE OESE SIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05854151074
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
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/AtSubmissionCreationDeviceId0004A740041C4F57A69DBE66233AA09AF6D7133ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0004A740041C4F57A69DBE66233AA09AF6D7133ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.242.217.33
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTm008:30:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt079 EASTERN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANANDAIGUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014424
ReturnHeader/PreparerPersonGrp/PhoneNum05853942580
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Rogers
ReturnHeader/ReturnTs02020-08-18T13:24:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,381
Liabilities
$6,771
Net assets
$87,610
Revenue
$179,450
Expenses
$151,447
Net income
$28,003
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
2019Detailed filing. Detailed filing data is available for this year.$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