Civic Intelligence

Scope Education Services

990 • Fiscal year 2019 • EIN 11-2073576

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 18, 2019

100 Lawrence AvenueSmithtown, NY 11787

(631) 360-0800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$14,221,646

Up $376,791 (+2.7%) from 2018

Net Assets

Up

$10,968,010

Up $162,297 (+1.5%) from 2018

Liabilities

Up

$3,253,636

Up $214,494 (+7.1%) from 2018

Revenue And Expenses

Revenue

Up

$20,962,506

Up $3,025,568 (+17%) from 2018

Expenses

Up

$20,800,209

Up $3,860,320 (+23%) from 2018

Net Income

Down

$162,297

Down $834,752 (-84%) from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $7,988,691Liabilities 2011: $2,146,001Net Assets 2011: $5,842,6902011Assets 2012: $8,311,723Liabilities 2012: $2,304,152Net Assets 2012: $6,007,5712012Assets 2013: $8,990,400Liabilities 2013: $2,585,341Net Assets 2013: $6,405,0592013Assets 2014: $10,000,933Liabilities 2014: $2,627,446Net Assets 2014: $7,373,4872014Assets 2015: $10,997,202Liabilities 2015: $2,742,113Net Assets 2015: $8,255,0892015Assets 2016: $12,030,978Liabilities 2016: $2,985,246Net Assets 2016: $9,045,7322016Assets 2017: $12,511,451Liabilities 2017: $2,702,787Net Assets 2017: $9,808,6642017Assets 2018: $13,844,855Liabilities 2018: $3,039,142Net Assets 2018: $10,805,7132018Assets 2019: $14,221,646Liabilities 2019: $3,253,636Net Assets 2019: $10,968,0102019Assets 2020: $9,917,528Liabilities 2020: $2,165,633Net Assets 2020: $7,751,8952020Assets 2021: $15,705,404Liabilities 2021: $2,722,270Net Assets 2021: $12,983,1342021Assets 2022: $20,818,425Liabilities 2022: $5,337,117Net Assets 2022: $15,481,3082022Assets 2023: $25,323,042Liabilities 2023: $6,180,045Net Assets 2023: $19,142,9972023Assets 2024: $26,452,379Liabilities 2024: $5,326,877Net Assets 2024: $21,125,5022024Assets 2025: $27,003,710Liabilities 2025: $5,928,438Net Assets 2025: $21,075,2722025

Highlighted filing

2019

Assets$14,221,646
Liabilities$3,253,636
Net Assets$10,968,010

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $13,823,742Expenses 2011: $13,513,274Net Income 2011: $310,4682011Revenue 2012: $14,161,096Expenses 2012: $13,996,215Net Income 2012: $164,8812012Revenue 2013: $14,455,371Expenses 2013: $14,057,883Net Income 2013: $397,4882013Revenue 2014: $15,422,605Expenses 2014: $14,454,177Net Income 2014: $968,4282014Revenue 2015: $15,662,517Expenses 2015: $14,780,915Net Income 2015: $881,6022015Revenue 2016: $16,150,254Expenses 2016: $15,359,611Net Income 2016: $790,6432016Revenue 2017: $17,009,078Expenses 2017: $16,246,146Net Income 2017: $762,9322017Revenue 2018: $17,936,938Expenses 2018: $16,939,889Net Income 2018: $997,0492018Revenue 2019: $20,962,506Expenses 2019: $20,800,209Net Income 2019: $162,2972019Revenue 2020: $18,966,133Expenses 2020: $22,182,248Net Income 2020: -$3,216,1152020Revenue 2021: $22,246,673Expenses 2021: $17,015,434Net Income 2021: $5,231,2392021Revenue 2022: $31,054,488Expenses 2022: $28,556,314Net Income 2022: $2,498,1742022Revenue 2023: $41,410,887Expenses 2023: $37,749,198Net Income 2023: $3,661,6892023Revenue 2024: $48,816,383Expenses 2024: $46,834,916Net Income 2024: $1,981,4672024Revenue 2025: $44,939,214Expenses 2025: $44,906,585Net Income 2025: $32,6292025

Highlighted filing

2019

Revenue$20,962,506
Expenses$20,800,209
Net Income$162,297
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$20,962,679
Mission and Program Overview

Mission

To provide programs and services to school districts through the cooperative study and research of educational issues, concerns and needs; promote best practices; and provide forums,symposiums and workshops for school superintendents, school board members, school administrators, teachers, students and community members that offer opportunities to improve education.

Scope provides childcare and enrichment programs and other services to school districts in the long island community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$11,724,230$11,125,509▼ $598,721
Land, Buildings, and Equipment, Net$1,445,977$2,526,888▲ $1,080,911
Prepaid Expenses and Deferred Charges$157,382$168,630▲ $11,248
Accounts Receivable$264,650$140,684▼ $123,966
Inventories for Sale or Use$123,409$123,868▲ $459
Investments in Publicly Traded Securities$12,743$12,284▼ $459
Cash and Non-Interest-Bearing Accounts$11,000$11,000→ $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-
Intangible Assets-$0-
Total Assets$13,844,855$14,221,646▲ $376,791
Other Assets Total$105,464$112,783▲ $7,319
Liabilities
Deferred Revenue$2,313,752$2,461,094▲ $147,342
Accounts Payable and Accrued Expenses$646,772$707,715▲ $60,943
Other Liabilities$78,618$84,827▲ $6,209
Total Liabilities$3,039,142$3,253,636▲ $214,494
Net Assets / Fund Balance
Unrestricted Net Assets$10,805,713$10,968,010▲ $162,297
Total Net Assets Fund Balance$10,805,713$10,968,010▲ $162,297
Total Liabilities and Net Assets / Fund Balance$13,844,855$14,221,646▲ $376,791

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$847,902$1,395,848$2,243,750
Buildings$1,148,121$253,909$1,402,030
Equipment$388,370$717,081$1,105,451
Other Land Buildings$42,495$328,727$371,222
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr George L DuffyExecutive DirectorFT$220,112$12,080$232,192
Ann NuzzoDirector of Off. Mgmt.FT$115,226$43,658$158,884
Patricia WalshAssoc. Director of Fin.FT$141,642$9,606$151,248
Michael O'BrienAssoc. DirectorFT$141,392$6,694$148,086

Board Members and Trustees

NameTitle
Mr Henry GrishmanPast President
Dr Charles RussoPresident
Dr Joseph FamularoVice President
Dr Anthony AnnunziatoBoard Member
Dr Joseph RellaBoard Member
Dr Kenneth BossertBoard Member
Dr Lorna R LewisBoard Member
Dr Robbert DillonBoard Member
Dr Robert FeirsenBoard Member
Dr Robert MoraghanBoard Member
Dr Roberta GeroldBoard Member
Dr Vincent ButeraBoard Member
Dr Yiendhy FarrellyBoard Member
Ms Bernadette BurnsBoard Member
Mr Lars ClemensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,798,461
Investment Income
$109,393
Other Revenue
$54,652
Change in Net Assets
$162,297

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,962,506
Total Revenue per Audited Statements
$20,962,506
Total Revenue per Form 990
$20,962,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,199,183
Other Expenses$4,601,026
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,664,799$1,068,128-$13,732,927
Payroll Taxes$919,709$137,819-$1,057,528
Other Employee Benefits$654,138$316,834-$970,972
All Other Expenses$563,844$172,241-$736,085
Occupancy$378,849$97,375-$476,224
Fees for Services Other$174,326$169,576-$343,902
Advertising$199,634$78,542-$278,176
Depreciation Depletion$46,791$218,031-$264,822
Insurance$17,982$244,973-$262,955
Current Officers, Directors, Trustees, and Key Employees-$232,192-$232,192
Pension Plan Contributions$147,836$57,728-$205,564
Other Expenses$160,745$30,536-$191,281
Office Expenses$48,005$101,522-$149,527
Travel$126,288$7,546-$133,834
Conferences and Meetings$3,524$15,627-$19,151
Total Functional Expenses$17,745,324$3,054,885$0$20,800,209

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,800,209
Total Expenses per Audited Statements$20,800,209
Total Expenses per Form 990$20,800,209
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Deferred Compensation$84,827
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
No
Management duties delegated
No

Governance Explanations

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

The policy is to distribute a copy of the form 990 prior to the scheduled board of directors meeting for review. The members of the board of directors have the opportunity to ask questions or make comments with regard to the form 990 at a board meeting prior to the form being filed.

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

The board of directors and certain employees sign an annual conflict of interest declaration.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

There is a salary committee that meets to address and determine all salaries including top management. The committee meets prior to submission of recommendations to the full board of directors for consideration and approval. The approval of the salary of the executive director is reviewed and approved by the board of directors during executive session. The minutes of the session reflect board approval.

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

Financial statements, governing documents and policies are maintained at the administrative offices located at 100 lawrence avenue, smithtown, new york. The public may request to see documents at the office.

Filing and Contact Details

Filer

Filer Name
Scope Education Services
EIN
11-2073576
Phone
6313600800
Address
100 LAWRENCE AVENUE, SMITHTOWN, NY 11787

Signing Officer

Name
George L Duffy Iii
Title
Executive Director
Signed
2019-12-18
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
1,427
Volunteers
50

Preparer

Firm
Rs Abrams & Co Llp
Address
3033 EXPRESS DR N STE 100, ISLANDIA, NY 11749-5309
Preparer
Marianne Van Duyne CPA
Phone
6312344444
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Scope has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending august 31, 2015 and subsequent remain subject to examination by the applicable taxing authorities.

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IRS990/Form990PartVIISectionAGrp/PersonNm9Dr Robert Moraghan
IRS990/Form990PartVIISectionAGrp/PersonNm10Dr Joseph Rella
IRS990/Form990PartVIISectionAGrp/PersonNm11Dr Charles Russo
IRS990/Form990PartVIISectionAGrp/PersonNm12Dr Joseph Famularo
IRS990/Form990PartVIISectionAGrp/PersonNm13Mr Lars Clemensen
IRS990/Form990PartVIISectionAGrp/PersonNm14Mr Henry Grishman
IRS990/Form990PartVIISectionAGrp/PersonNm15Mr George L Duffy
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICIA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm17Michael O'Brien
IRS990/Form990PartVIISectionAGrp/PersonNm18ANN NUZZO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSOC. DIR OF FIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt17Assoc. Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR. OF OFF. MGMT.
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IRS990/MissionDesc0TO PROVIDE PROGRAMS AND SERVICES TO SCHOOL DISTRICTS THROUGH THE COOPERATIVE STUDY AND RESEARCH OF EDUCATIONAL ISSUES, CONCERNS AND NEEDS; PROMOTE BEST PRACTICES; AND PROVIDE FORUMS,SYMPOSIUMS AND WORKSHOPS FOR SCHOOL SUPERINTENDENTS, SCHOOL BOARD MEMBERS, SCHOOL ADMINISTRATORS, TEACHERS, STUDENTS AND COMMUNITY MEMBERS THAT OFFER OPPORTUNITIES TO IMPROVE EDUCATION.
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IRS990/NetAssetsOrFundBalancesEOYAmt010968010
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IRS990/OtherExpensesGrp/Desc1Program Supplies
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2185616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320017100
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt06785
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER PROGRAMS - VARIOUS OTHER SERVICES ARE PROVIDED, INCLUDING BUT NOT LIMITED TO:PROFESSIONAL DEVELOPMENT COURSES FOR TEACHERS AND ADMINISTRATORS AND COMMUNITY SERVICE PROGRAMS, SUCH AS WORKSHOPS, FOR TEACHERS, PARENTS AND STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01440770
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01243655
IRS990/ProgSrvcAccomActy3Grp/Desc0ENRICHMENT PROGRAMS ARE COLLABORATIVELY DESIGNED WITH SCHOOL DISTRICTS TO PROVIDE A SAFE, FUN, CARING ENVIRONMENT FOR STUDENTS ENTERING GRADES K-6. EXAMPLES OF COMPREHENSIVE PROGRAM OFFERINGS INCLUDE: FOREIGN LANGUAGE, READING, MATH AND SCIENCE SKILLS, ARTS AND CRAFTS, RECREATION, INSTRUMENTAL MUSIC AND THEME BASED ENRICHMENT ACTIVITIES. ALSO OFFERED ARE STUDENT PREP PROGRAMS. PROGRAMS CAN BE OFFERED AFTER SCHOOL, ON WEEKENDS, OR DURING THE SUMMER AT SITES DETERMINED BY THE SCHOOL DISTRICTS.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.0$5.93$21.1$44.9$44.9$0.03
2024Detailed filing. Detailed filing data is available for this year.$26.5$5.33$21.1$48.8$46.8$1.98
2023Detailed filing. Detailed filing data is available for this year.$25.3$6.18$19.1$41.4$37.7$3.66
2022Detailed filing. Detailed filing data is available for this year.$20.8$5.34$15.5$31.1$28.6$2.50
2021Detailed filing. Detailed filing data is available for this year.$15.7$2.72$13.0$22.2$17.0$5.23
2020Detailed filing. Detailed filing data is available for this year.$9.92$2.17$7.75$19.0$22.2$3.22
2019Detailed filing. Detailed filing data is available for this year.$14.2$3.25$11.0$21.0$20.8$0.16
2018Detailed filing. Detailed filing data is available for this year.$13.8$3.04$10.8$17.9$16.9$1.00
2017Detailed filing. Detailed filing data is available for this year.$12.5$2.70$9.81$17.0$16.2$0.76
2016Detailed filing. Detailed filing data is available for this year.$12.0$2.99$9.05$16.2$15.4$0.79
2015Detailed filing. Detailed filing data is available for this year.$11.0$2.74$8.26$15.7$14.8$0.88
2014Detailed filing. Detailed filing data is available for this year.$10.0$2.63$7.37$15.4$14.5$0.97
2013Summary only. Only limited summary data is available for this year.$8.99$2.59$6.41$14.5$14.1$0.40
2012Summary only. Only limited summary data is available for this year.$8.31$2.30$6.01$14.2$14.0$0.16
2011Summary only. Only limited summary data is available for this year.$7.99$2.15$5.84$13.8$13.5$0.31