Civic Intelligence

Community Foundation of Orange and Sulli

990 • Fiscal year 2014 • EIN 06-1551843

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 05, 2014

Organization Profilewww.cfosny.org

View Organization Page

30 Scotts Corners DriveMontgomery, NY 12549

(845) 769-9393

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.20x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

1.11x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Net Margin

71st percentile

55%

Higher net margin than 71% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$116,079

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2014 filings • NTEE T • $10M-$25M nonprofits • Source year 2014

Asset Growth

88th percentile

30%

Faster asset growth than 88% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

41%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$12,318,758

Up $2,868,523 (+30%) from 2013

Net Assets

Up

$9,864,315

Up $2,185,113 (+28%) from 2013

Liabilities

Up

$2,454,443

Up $683,410 (+39%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin71st percentile

Revenue

Up

$2,220,180

Up $648,081 (+41%) from 2013

Expenses

Up

$992,250

Up $110,247 (+12%) from 2013

Net Income

Up

$1,227,930

Up $537,834 (+78%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80M$60M$40M$20M$0Assets 2011: $6,765,376Liabilities 2011: $1,136,654Net Assets 2011: $5,628,7222011Assets 2012: $7,625,870Liabilities 2012: $1,366,764Net Assets 2012: $6,259,1062012Assets 2013: $9,450,235Liabilities 2013: $1,771,033Net Assets 2013: $7,679,2022013Assets 2014: $12,318,758Liabilities 2014: $2,454,443Net Assets 2014: $9,864,3152014Assets 2015: $15,276,917Liabilities 2015: $3,572,709Net Assets 2015: $11,704,2082015Assets 2016: $19,075,474Liabilities 2016: $5,168,156Net Assets 2016: $13,907,3182016Assets 2017: $24,516,247Liabilities 2017: $6,096,058Net Assets 2017: $18,420,1892017Assets 2018: $29,079,039Liabilities 2018: $7,067,786Net Assets 2018: $22,011,2532018Assets 2019: $31,470,056Liabilities 2019: $7,415,606Net Assets 2019: $24,054,4502019Assets 2020: $34,164,070Liabilities 2020: $8,070,443Net Assets 2020: $26,093,6272020Assets 2021: $44,723,464Liabilities 2021: $10,107,799Net Assets 2021: $34,615,6652021Assets 2022: $41,919,329Liabilities 2022: $12,296,383Net Assets 2022: $29,622,9462022Assets 2023: $46,167,035Liabilities 2023: $13,433,175Net Assets 2023: $32,733,8602023Assets 2024: $57,645,173Liabilities 2024: $20,639,088Net Assets 2024: $37,006,0852024Assets 2025: $65,451,288Liabilities 2025: $22,766,977Net Assets 2025: $42,684,3112025

Highlighted filing

2014

Assets$12,318,758
Liabilities$2,454,443
Net Assets$9,864,315
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

$15M$10M$5.0M$0Expenses 2011: $550,3302011Expenses 2012: $765,9922012Revenue 2013: $1,572,099Expenses 2013: $882,003Net Income 2013: $690,0962013Revenue 2014: $2,220,180Expenses 2014: $992,250Net Income 2014: $1,227,9302014Revenue 2015: $3,093,960Expenses 2015: $1,126,038Net Income 2015: $1,967,9222015Revenue 2016: $5,288,026Expenses 2016: $1,738,160Net Income 2016: $3,549,8662016Revenue 2017: $5,380,651Expenses 2017: $1,602,933Net Income 2017: $3,777,7182017Revenue 2018: $5,524,795Expenses 2018: $2,145,636Net Income 2018: $3,379,1592018Revenue 2019: $8,033,264Expenses 2019: $4,537,335Net Income 2019: $3,495,9292019Revenue 2020: $5,840,300Expenses 2020: $3,585,081Net Income 2020: $2,255,2192020Revenue 2021: $9,087,558Expenses 2021: $4,327,887Net Income 2021: $4,759,6712021Revenue 2022: $6,673,990Expenses 2022: $4,881,435Net Income 2022: $1,792,5552022Revenue 2023: $6,058,991Expenses 2023: $4,484,504Net Income 2023: $1,574,4872023Revenue 2024: $9,130,220Expenses 2024: $5,069,530Net Income 2024: $4,060,6902024Revenue 2025: $12,124,551Expenses 2025: $6,483,119Net Income 2025: $5,641,4322025

Highlighted filing

2014

Revenue$2,220,180
Expenses$992,250
Net Income$1,227,930
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 5, 2014
Return Version
2013v3.1
Gross Receipts
$3,167,675
Mission and Program Overview

Mission

The foundation's mission is to enable charitable individuals and organizations to become meaningful donors by providing trusted support and expertise for their contributions to make a difference in our community, now and forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,587,227$7,168,993▲ $1,581,766
Savings and Temporary Cash Investments$2,439,575$3,250,758▲ $811,183
Cash and Non-Interest-Bearing Accounts$1,320,386$1,801,776▲ $481,390
Land, Buildings, and Equipment, Net$5,774$6,035▲ $261
Intangible Assets$821$578▼ $243
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,450,235$12,318,758▲ $2,868,523
Other Assets Total$96,452$90,618▼ $5,834
Liabilities
Other Liabilities$1,753,748$2,407,901▲ $654,153
Deferred Revenue$11,160$40,530▲ $29,370
Accounts Payable and Accrued Expenses$6,125$6,012▼ $113
Total Liabilities$1,771,033$2,454,443▲ $683,410
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,699,872$8,697,250▲ $1,997,378
Temporarily Rstr Net Assets$573,897$683,095▲ $109,198
Unrestricted Net Assets$405,433$483,970▲ $78,537
Total Net Assets Fund Balance$7,679,202$9,864,315▲ $2,185,113
Total Liabilities and Net Assets / Fund Balance$9,450,235$12,318,758▲ $2,868,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,044$5,954$8,998
Other Land Buildings$2,991$1,196$4,187

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$7,273,769$1,593,044▲ $1,206,696-$9,380,345
2012$5,940,445$1,159,949▲ $800,628-$7,273,769
2011$5,383,913$944,295▲ $183,708-$5,940,445
2010$4,438,938$574,007▲ $712,709-$5,383,913
2009$1,202,194$312,581▲ $225,866$57,714$4,438,938
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen VanHouten MinoguePresident & CEOFT$116,079$116,079

Board Members and Trustees

NameTitle
Derrik WynkoopChairman
Andrew Pavloff CPADirector
Bonnie Orr CPADirector
Christopher CoralloDirector
Dr Michele Winchester-VegaDirector
Eric FuentesDirector
Gerald J SkodaDirector
Gerald N Jacobowitz EsqDirector
Joe VanderhoofDirector
John DaviesDirector
Maggie SmithDirector
Philip GuarnieriDirector
R J SmithDirector
Richard Shapiro EsqDirector
Susan NajorkDirector
Todd WhitneyDirector
Wayne MartinDirector
Wayne ZanettiDirector
Michael BonuraAss. Treasurer
Katharine FitzgeraldSecretary
Jack Berkowitz CPATreasurer
Dr Michelle A KouryVC Development
Timothy S McCausland EsqVC Development
Josh SommersVC Distribution
William BrattonVC Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,783,766
Program Service Revenue
$139,578
Investment Income
$298,136
Other Revenue
$-1,300
All Other Contributions
$1,577,837
Change in Net Assets
$1,227,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,220,180
Revenue Not Reported on Form 990
$1,099,588
Total Revenue per Audited Statements
$3,319,768
Total Revenue per Form 990
$2,220,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$437,324
Other Expenses$278,080
Salaries, Compensation, and Employee Benefits$276,846
Total Fundraising Expense$108,971
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$337,774--$337,774
Other Salaries and Wages$57,825$33,184$36,881$127,890
Current Officers, Directors, Trustees, and Key Employees$36,784$31,528$36,784$105,096
Grants to Domestic Individuals$99,550--$99,550
Fees for Service Investment Mgmnt Fees$47,300--$47,300
Occupancy$10,611$6,366$4,244$21,221
Payroll Taxes$7,626$5,218$5,938$18,782
Office Expenses$8,235$6,588$1,647$16,470
Other Employee Benefits$4,116$4,939$7,408$16,463
Fees for Services Other-$15,892-$15,892
Advertising$4,326$3,846$1,442$9,614
Conferences and Meetings$4,140$3,680$1,380$9,200
Pension Plan Contributions$2,154$2,585$3,876$8,615
All Other Expenses$550$2,386$3,049$5,985
Insurance$3,628$1,210-$4,838
Other Expenses$1,562$1,388$521$3,471
Travel$735$1,323$882$2,940
Depreciation Depletion$746$627$256$1,629
Total Functional Expenses$754,364$128,915$108,971$992,250

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,134,655
Expenses per Audited Statements$992,250
Total Expenses per Form 990$992,250
Expenses Not Reported on Form 990$142,405
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
14-1468399--Heop Program$240,574
13-3020568--Oncology Patient Care$31,750
14-1705094--Cops for Kids Grant$20,000
----$15,875
14-1731459--Cops for Kids Grant$13,050
94-2829914--Cerebrovascular Research$9,525
20-4062957--Cops for Kids Grant$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$142,405
Fundraising Gross Income$141,105
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$140,390$37,393$37,393$0
Event 2$49,960$30,306$30,306$0
Total Events$328,877$136,011$136,011-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowments$2,385,401
Liability under split interest agreement$22,500
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The members of the organization consist of the organization's governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the federal form 990 will be given to each member of the governing body during their board meeting. Each member will have the opportunity to review the federal form 990 and vote on its approval prior to filing with the internal revenue service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All members of the governing body are required on an annual basis to file with the organization an annual disclosure statement showing any potential conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive committee reviews the President and CEO's salary as part of the budget preparation process in the Spring of each year. The executive committee votes to adopt the salary in a draft budget prior to the draft budget being presented to the full board of directors at the May board meeting. If the full board of directors approves the draft budget including the President and CEO's salary, the salary is effective on the 1st of July. The salary level is determined taking into account 1)Comparative industry salary data, 2)Cost of living, 3)The economy as a whole, and 4)the Foundation's financial situation as a whole.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon Request”

Filing and Contact Details

Filer

EIN
06-1551843
Phone
8457699393

Signing Officer

Name
Derrik Wynkoop
Title
Chairman
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Ny
Voting Board Members
25
Independent Board Members
25
Employees
5
Volunteers
40

Preparer

Preparer
Vincent C PangiaCPA
Phone
8454544610
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“We enable charitable individuals and organizations to become meaningful donors by providing trusted support and expertise for their contributions to make a difference in our community, now and forever.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“adjustment for net presentation on 990 $142405”

Part XII, Line 2D: Other expenses and losses per audited F/S

“adjustment for net presentation on 990 $142405”

Raw XML AppendixShowing 400 of 954 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Josh Sommers
IRS990/Form990PartVIISectionAGrp/PersonNm1Jack Berkowitz CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Bonura
IRS990/Form990PartVIISectionAGrp/PersonNm3William Bratton
IRS990/Form990PartVIISectionAGrp/PersonNm4John Davies
IRS990/Form990PartVIISectionAGrp/PersonNm5Wayne Martin
IRS990/Form990PartVIISectionAGrp/PersonNm6Katharine Fitzgerald
IRS990/Form990PartVIISectionAGrp/PersonNm7Eric Fuentes
IRS990/Form990PartVIISectionAGrp/PersonNm8Christopher Corallo
IRS990/Form990PartVIISectionAGrp/PersonNm9Susan Najork
IRS990/Form990PartVIISectionAGrp/PersonNm10Andrew Pavloff CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11Maggie Smith
IRS990/Form990PartVIISectionAGrp/PersonNm12Gerald J Skoda
IRS990/Form990PartVIISectionAGrp/PersonNm13R J Smith
IRS990/Form990PartVIISectionAGrp/PersonNm14Dr Michelle A Koury
IRS990/Form990PartVIISectionAGrp/PersonNm15Philip Guarnieri
IRS990/Form990PartVIISectionAGrp/PersonNm16Bonnie Orr CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17Gerald N Jacobowitz Esq
IRS990/Form990PartVIISectionAGrp/PersonNm18Richard Shapiro Esq
IRS990/Form990PartVIISectionAGrp/PersonNm19Dr Michele Winchester-Vega
IRS990/Form990PartVIISectionAGrp/PersonNm20Joe Vanderhoof
IRS990/Form990PartVIISectionAGrp/PersonNm21Todd Whitney
IRS990/Form990PartVIISectionAGrp/PersonNm22Derrik Wynkoop
IRS990/Form990PartVIISectionAGrp/PersonNm23Timothy S McCausland Esq
IRS990/Form990PartVIISectionAGrp/PersonNm24Wayne Zanetti
IRS990/Form990PartVIISectionAGrp/PersonNm25Karen VanHouten Minogue
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Ass. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3VC Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14VC Development
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt23VC Development
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25President & CEO
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$12,318,758
Liabilities
$2,454,443
Net assets
$9,864,315
Revenue
$2,220,180
Expenses
$992,250
Net income
$1,227,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$22.8$42.7$12.1$6.48$5.64
2024Detailed filing. Detailed filing data is available for this year.$57.6$20.6$37.0$9.13$5.07$4.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$13.4$32.7$6.06$4.48$1.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$12.3$29.6$6.67$4.88$1.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$10.1$34.6$9.09$4.33$4.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$8.07$26.1$5.84$3.59$2.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$7.42$24.1$8.03$4.54$3.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$7.07$22.0$5.52$2.15$3.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$6.10$18.4$5.38$1.60$3.78
2016Detailed filing. Detailed filing data is available for this year.$19.1$5.17$13.9$5.29$1.74$3.55
2015Detailed filing. Detailed filing data is available for this year.$15.3$3.57$11.7$3.09$1.13$1.97
2014Detailed filing. Detailed filing data is available for this year.$12.3$2.45$9.86$2.22$0.99$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$1.77$7.68$1.57$0.88$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$1.37$6.26$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$1.14$5.63$0.55
Peer Organizations

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