Civic Intelligence

Tri-State Consortium Inc

EIN 06-1568936 • 501(c)3 • East Setauket, NY

Profile

Provide support to member school districts for the purpose of promoting intellectual, academic, physical and social development of students.

PO Box 607East Setauket, NY 11733

www.tristateconsortium.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.00x

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

NTEE B • $500k-$1M nonprofits • Source year 2025

Net Margin

50th percentile

5.9%

Higher net margin than 50% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$206,250

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

NTEE B • $500k-$1M nonprofits • Source year 2025

Asset Growth

51st percentile

5.6%

Faster asset growth than 51% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

4.8%

Faster revenue growth than 46% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$479,871

Up $7,060 (+1.5%) from 2023

Liabilities

Up

$14,561

Up $7,528 (+107%) from 2023

Net Assets

Down

$465,310

Down $468 (-0.1%) from 2023

Revenue

Up

$668,005

Up $78,789 (+13%) from 2023

Expenses

Up

$668,473

Up $63,490 (+10%) from 2023

Net Income

Up

-$468

Up $15,299 (+97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $154,938Liabilities 2011: $15,101Net Assets 2011: $139,8372011Assets 2012: $202,803Liabilities 2012: $29,526Net Assets 2012: $173,2772012Assets 2013: $225,558Liabilities 2013: $49,322Net Assets 2013: $176,2362013Assets 2014: $278,267Liabilities 2014: $36,409Net Assets 2014: $241,8582014Assets 2015: $339,822Liabilities 2015: $67,578Net Assets 2015: $272,2442015Assets 2016: $353,313Liabilities 2016: $27,157Net Assets 2016: $326,1562016Assets 2017: $367,619Liabilities 2017: $4,016Net Assets 2017: $363,6032017Assets 2018: $397,740Liabilities 2018: $24,405Net Assets 2018: $373,3352018Assets 2019: $381,260Liabilities 2019: $5,150Net Assets 2019: $376,1102019Assets 2020: $423,672Liabilities 2020: $45,062Net Assets 2020: $378,6102020Assets 2021: $468,862Liabilities 2021: $58,142Net Assets 2021: $410,7202021Assets 2022: $482,594Liabilities 2022: $1,050Net Assets 2022: $481,5442022Assets 2023: $472,811Liabilities 2023: $7,033Net Assets 2023: $465,7782023Assets 2024: $479,871Liabilities 2024: $14,561Net Assets 2024: $465,3102024

Highlighted filing

2024

Assets$479,871
Liabilities$14,561
Net Assets$465,310

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $440,1072011Expenses 2012: $490,8162012Revenue 2013: $524,301Expenses 2013: $521,344Net Income 2013: $2,9572013Revenue 2014: $616,189Expenses 2014: $522,223Net Income 2014: $93,9662014Revenue 2015: $582,885Expenses 2015: $552,499Net Income 2015: $30,3862015Revenue 2016: $653,271Expenses 2016: $599,359Net Income 2016: $53,9122016Revenue 2017: $540,839Expenses 2017: $503,392Net Income 2017: $37,4472017Revenue 2018: $568,456Expenses 2018: $558,724Net Income 2018: $9,7322018Revenue 2019: $626,827Expenses 2019: $624,052Net Income 2019: $2,7752019Revenue 2020: $526,912Expenses 2020: $524,412Net Income 2020: $2,5002020Revenue 2021: $488,931Expenses 2021: $456,821Net Income 2021: $32,1102021Revenue 2022: $604,380Expenses 2022: $533,556Net Income 2022: $70,8242022Revenue 2023: $589,216Expenses 2023: $604,983Net Income 2023: -$15,7672023Revenue 2024: $668,005Expenses 2024: $668,473Net Income 2024: -$4682024

Highlighted filing

2024

Revenue$668,005
Expenses$668,473
Net Income-$468

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.15$4.65$6.68$6.68$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.07$4.66$5.89$6.05$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.01$4.82$6.04$5.34$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.58$4.11$4.89$4.57$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.45$3.79$5.27$5.24$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.05$3.76$6.27$6.24$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.24$3.73$5.68$5.59$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.04$3.64$5.41$5.03$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.27$3.26$6.53$5.99$0.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.68$2.72$5.83$5.52$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.36$2.42$6.16$5.22$0.94
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.26$0.49$1.76$5.24$5.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.30$1.73$4.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.15$1.40$4.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$668,005
Mission and Program Overview

Mission

To provide a collaboration with public school districts for the purpose of advancing teaching and learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$453,082$244,597▼ $208,485
Cash and Non-Interest-Bearing Accounts$9,545$155,952▲ $146,407
Accounts Receivable$3,012$76,327▲ $73,315
Prepaid Expenses and Deferred Charges$7,172$2,995▼ $4,177
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$472,811$479,871▲ $7,060
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,033$14,561▲ $7,528
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,033$14,561▲ $7,528
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$465,778$465,310▼ $468
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$465,778$465,310▼ $468
Total Liabilities and Net Assets / Fund Balance$472,811$479,871▲ $7,060
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marty BrooksExecutive DirectorFT$226,548$226,548
Lauren AllanAssistant DirectorFT$152,250$152,250
Kathleen ReillyDirector of TrainingFT$21,000$21,000

Board Members and Trustees

NameTitle
Peter GiarrizzoCo-chairman
Tom ScariceCo-chairman
Alan AddleySteering Committee Member
Bill MckersieSteering Committee Member
Bryan LuizziSteering Committee Member
Chris PellettieriSteering Committee Member
Christine AckermanSteering Committee Member
Jen LamiaSteering Committee Member
Joan MastSteering Committee Member
Kevin SmithSteering Committee Member
Lou WoolSteering Committee Member
Marco PochintestaSteering Committee Member
Robert GlassSteering Committee Member
Kim FontanaSterring Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
Lauren AllanAssistant Director192 LARCH ROAD, Briarcliff Manor, NY 10510$152,250
Revenue and Support

Revenue Composition

Contributions and Grants
$412,125
Program Service Revenue
$240,170
Investment Income
$15,710
Other Revenue
$0
Change in Net Assets
$-468

Audited Revenue Reconciliation

Revenue per Audited Statements
$668,005
Total Revenue per Audited Statements
$668,005
Total Revenue per Form 990
$668,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$449,796
Other Expenses$213,677
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$363,411$67,044-$430,455
Fees for Services Management$100,900$13,000-$113,900
Other Salaries and Wages$17,865$1,476-$19,341
Fees for Services Accounting-$16,970-$16,970
Conferences and Meetings$12,643--$12,643
Travel$10,070--$10,070
Other Expenses$9,588--$9,588
Insurance-$6,089-$6,089
Grants to Domestic Orgs$5,000--$5,000
Office Expenses-$1,945-$1,945
Fees for Services Other-$1,228-$1,228
All Other Expenses-$776-$776
Total Functional Expenses$559,945$108,528$0$668,473

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$668,473
Total Expenses per Audited Statements$668,473
Total Expenses per Form 990$668,473
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI, Line 11B-review Process

Form 990 is presented for review to the steering committee prior to filing.

Form 990, Part VI Line 12C-monitoring Conflicts

The key employees are require to disclose annually, interests that could give rise to conflicts of interest.

Form 990, Part VI, Line 15A-compensation and Review Process

Compensation is reviewed and determined by the steering committe.

Form 990 Part VI Line 15 B Compensation Review Process-officers

Compensation is reviewed, determined, and approved by the steering committee.

Form 990, Part VI, Line 19 - Organization Documents Publicly Available

The organization makes its documents available at its office upon request.

Filing and Contact Details

Filer

Filer Name
Tri-state Consortium Inc
EIN
06-1568936
In Care Of
% JO-ANN KEATING
Phone
6314789954
Address
PO BOX 607, EAST SETAUKET, NY 11733

Signing Officer

Name
Andrew Selesnick
Title
Executive Director
Phone
6314789954
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Selesnick
Formed
2000
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
3

Preparer

Firm
Ellen M Essman CPA & Associates LLC
Address
187 DANBURY ROAD SUITE 1G, WILTON, CT 06897
Preparer
Ellen M Essman CPA
Phone
2035293661
Raw XML AppendixShowing 400 of 577 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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