Civic Intelligence

Citizen Action of New York Inc

EIN 11-2644562 • 501(c)4 • Albany, NY

Profile

See attached note:

PO Box 6517Albany, NY 12206

www.citizenactionny.org

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$126,953

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.1%

Faster asset growth than 41% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

2.7%

Faster revenue growth than 43% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,818,622

Up $1,876 (+0.1%) from 2023

Liabilities

Down

$41,886

Down $116,596 (-74%) from 2023

Net Assets

Up

$1,776,736

Up $118,472 (+7.1%) from 2023

Revenue

Up

$1,625,449

Up $42,733 (+2.7%) from 2023

Expenses

Up

$1,498,230

Up $77,646 (+5.5%) from 2023

Net Income

Down

$127,219

Down $34,913 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $128,370Liabilities 2010: $97,937Net Assets 2010: $30,4332010Assets 2011: $197,689Liabilities 2011: $54,384Net Assets 2011: $143,3052011Assets 2012: $430,608Liabilities 2012: $54,941Net Assets 2012: $375,6672012Assets 2013: $488,926Liabilities 2013: $31,515Net Assets 2013: $457,4112013Assets 2014: $614,942Liabilities 2014: $46,871Net Assets 2014: $568,0712014Assets 2015: $606,954Liabilities 2015: $28,782Net Assets 2015: $578,1722015Assets 2016: $617,405Liabilities 2016: $22,387Net Assets 2016: $595,0182016Assets 2017: $798,749Liabilities 2017: $22,963Net Assets 2017: $775,7862017Assets 2018: $1,424,805Liabilities 2018: $74,715Net Assets 2018: $1,350,0902018Assets 2019: $1,301,747Liabilities 2019: $121,332Net Assets 2019: $1,180,4152019Assets 2020: $962,081Liabilities 2020: $54,448Net Assets 2020: $907,6332020Assets 2021: $1,241,742Liabilities 2021: $48,024Net Assets 2021: $1,193,7182021Assets 2022: $1,639,570Liabilities 2022: $152,948Net Assets 2022: $1,486,6222022Assets 2023: $1,816,746Liabilities 2023: $158,482Net Assets 2023: $1,658,2642023Assets 2024: $1,818,622Liabilities 2024: $41,886Net Assets 2024: $1,776,7362024

Highlighted filing

2024

Assets$1,818,622
Liabilities$41,886
Net Assets$1,776,736

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $675,721Expenses 2010: $669,808Net Income 2010: $5,9132010Expenses 2011: $760,1922011Expenses 2012: $837,5802012Revenue 2013: $1,107,856Expenses 2013: $1,026,112Net Income 2013: $81,7442013Revenue 2014: $1,022,586Expenses 2014: $911,926Net Income 2014: $110,6602014Revenue 2015: $691,503Expenses 2015: $681,402Net Income 2015: $10,1012015Revenue 2016: $647,517Expenses 2016: $630,671Net Income 2016: $16,8462016Revenue 2017: $787,265Expenses 2017: $606,497Net Income 2017: $180,7682017Revenue 2018: $1,586,004Expenses 2018: $1,011,700Net Income 2018: $574,3042018Revenue 2019: $1,509,548Expenses 2019: $1,679,205Net Income 2019: -$169,6572019Revenue 2020: $519,472Expenses 2020: $792,910Net Income 2020: -$273,4382020Revenue 2021: $1,563,927Expenses 2021: $1,279,014Net Income 2021: $284,9132021Revenue 2022: $1,662,208Expenses 2022: $1,363,059Net Income 2022: $299,1492022Revenue 2023: $1,582,716Expenses 2023: $1,420,584Net Income 2023: $162,1322023Revenue 2024: $1,625,449Expenses 2024: $1,498,230Net Income 2024: $127,2192024

Highlighted filing

2024

Revenue$1,625,449
Expenses$1,498,230
Net Income$127,219

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.04$1.78$1.63$1.50$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.16$1.66$1.58$1.42$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.15$1.49$1.66$1.36$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.05$1.19$1.56$1.28$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.05$0.91$0.52$0.79$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.12$1.18$1.51$1.68$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.07$1.35$1.59$1.01$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.02$0.78$0.79$0.61$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$0.65$0.63$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.03$0.58$0.69$0.68$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.05$0.57$1.02$0.91$0.11
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.49$0.03$0.46$1.11$1.03$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.05$0.38$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.05$0.14$0.76
2010Summary only. Only limited summary data is available for this year.$0.13$0.10$0.03$0.68$0.67$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$1,777,422
Mission and Program Overview

Mission

We envision a world where every person's basic needs are met. It's a world filled with love and respect for its people and the planet. It's a world where democracy reigns and each person is able to reach their fullest potential. It is a world where equity is the norm and oppression, in all forms, is eradicated. It is a world without war and violence. The world we want is possible, but it will only exist if we work together. Our strategic approach to our work combines grassroots organizing, leadership development and political education while strategically communicating with the people. We win campaigns that have a direct impact on people's lives, we build the infrastructure to develop more power, and we are constantly changing hearts and minds across new york state in order to spread our vision and change what's possible to win.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,517,770$1,228,433▼ $289,337
Investments in Publicly Traded Securities$247,496$558,173▲ $310,677
Pledges and Grants Receivable$50,000--
Total Assets$1,816,746$1,818,622▲ $1,876
Other Assets Total$1,480$32,016▲ $30,536
Liabilities
Accounts Payable and Accrued Expenses$133,095$41,886▼ $91,209
Other Liabilities$25,387--
Total Liabilities$158,482$41,886▼ $116,596
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$789,264$1,208,986▲ $419,722
Net Assets With Donor Restrictions$869,000$567,750▼ $301,250
Total Net Assets Fund Balance$1,658,264$1,776,736▲ $118,472
Total Liabilities and Net Assets / Fund Balance$1,816,746$1,818,622▲ $1,876

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$74,352$74,352
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosemary RiveraCo-exec DirePT$28,823$98,130$126,953
Rebecca GarrardCo-exec DirePT$27,298$82,942$110,240
Carolyn Martinez-classCampaigns MaPT$24,058$82,865$106,923

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,596,987
Program Service Revenue
$562
Investment Income
$52,234
Other Revenue
$-24,334
All Other Contributions
$1,596,987
Change in Net Assets
$127,219

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,625,449
Revenue Not Reported on Form 990
$34,510
Total Revenue per Audited Statements
$1,659,959
Total Revenue per Form 990
$1,625,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$697,148
Other Expenses$651,082
Grants and Similar Amounts Paid$150,000
Total Fundraising Expense$50,411
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$473,989$3,772$30,281$508,042
Grants to Domestic Orgs$150,000--$150,000
Fees for Services Management-$97,134-$97,134
Conferences and Meetings$95,825--$95,825
Other Employee Benefits$75,513$812$4,872$81,197
Current Officers, Directors, Trustees, and Key Employees$50,683$1,869$3,569$56,121
Payroll Taxes$48,163$519$3,106$51,788
Travel$41,499--$41,499
Occupancy$32,404$349$2,091$34,844
Office Expenses$31,923-$1$31,924
Fees for Services Other-$28,573-$28,573
Advertising$8,767$1,176-$9,943
Fees for Services Accounting-$6,700-$6,700
Other Expenses$5,442$58$351$5,851
Insurance$3,499$1,000$500$4,999
Fees for Services Legal-$3,457-$3,457
All Other Expenses$2,936$32$190$3,158
Fees for Service Investment Mgmnt Fees-$592-$592
Total Functional Expenses$1,300,868$146,951$50,411$1,498,230

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,541,487
Expenses per Audited Statements$1,498,230
Total Expenses per Form 990$1,498,230
Expenses Not Reported on Form 990$43,257
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ny Working FamiliesBrooklyn, NY501c4-$150,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,257
Fundraising Gross Income$18,923
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Our Everyday He$17,500$17,500$43,257$-25,757
Total Events$17,500$17,500$43,257$-25,757
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
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 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, Page 6, Part VI, Line 7A

The governing body is the board of directors. Members have the opportunity to vote for up to five at-large directors at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the co-executive directors and by audit committee. It is distributed to the governing body.

Form 990, Page 6, Part VI, Line 12C

The policy is reviewed annually by the board. Each board member signs off on their personal compliance with the policy. Administration monitors compliance and annual sign off by board members.

Form 990, Page 6, Part VI, Line 15A

Executive compensation is determined by the finance comittee of the board of directors on an annual basis for executive director, in compliance with overall salary structure and organizational policies on annual cost of living raises.

Form 990, Page 6, Part VI, Line 15B

There are no other key employees currently.

Form 990, Page 6, Part VI, Line 19

The 990 tax return is available online at guidestar.com. Conflict of interest policies and annual financials are available upon written reqeust.

Filing and Contact Details

Filer

Filer Name
Citizen Action of New York Inc
EIN
11-2644562
Phone
5184654600
Address
PO BOX 6517, ALBANY, NY 12206

Signing Officer

Name
Rebecca Garrard
Title
Co-exec Director
Phone
5184654600
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Garrard
Formed
1983
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
160
Volunteers
18,550

Preparer

Firm
Cusack & Company Cpas LLC
Address
7 AIRPORT PARK BLVD, LATHAM, NY 12110
Preparer
John J Tafilowski CPA
Phone
5187863550
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

We envision a world where every person's basic needs are met. It's a world filled with love and respect for its people and the planet. It's a world where democracy reigns and each person is able to reach their fullest potential. It is a world where equity is the norm and oppression, in all forms, is eradicated. It is a world without war and violence. The world we want is possible, but it will only exist if we work together. Our strategic approach to our work combines grassroots organizing, leadership development and political education while strategically communicating with the people. We win campaigns that have a direct impact on people's lives, we build the infrastructure to develop more power, and we are constantly changing hearts and minds across new york state in order to spread our vision and change what's possible to win.

Form 990, Part V

Part v, line 2a: the organization and related organizations utilize a management company, nexus management corp (ein:22-2952992), for the shared servicing of payroll and human resource functions of the entities. Nexus management corp paid 160 employees for the year ending december 31, 2024, as reported to the irs on form w-3. A share of the costs for those employees are allocated to the organization based on time allocation. This dollar amount is listed on part i, line 15. Since the organization shares employees with related organizations, the total number of employees of the management company have been listed on part v, line 2a and part i line 5. The organization does not directly pay employees, so it does not file payroll tax forms (forms 940, 941, etc.); it is covered by the filings of nexus management corp.

Form 990, Part XI, Line 9

Direct fundraising 43,257 direct fundraising -43,257

Financial Statement Notes

Schedule D, Page 3, Part X

The organization follows the asc, accounting for income taxes, and their current accounting policy for evaluating uncertain tax positions is in accordance with generally accepted accounting principles. The organization has not recognized any benefits from uncertain tax positions in 2024 and believes it has no uncertain tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within 12 months of the balance sheet date of december 31, 2024. Forms 990 and state income tax returns filed by the organization are subject to examination by taxing authorities up to three years after the extended due date of each return. Forms 990 and state income tax filings for the organization are no longer subject to examination for the year ended december 31, 2021 and prior.

Schedule D, Page 4, Part XI, Line 2D

Direct fundraising 43,257

Schedule D, Page 4, Part XII, Line 2D

Direct fundraising 43,257

Raw XML AppendixShowing 400 of 541 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/ActivityOrMissionDesc0WE ENVISION A WORLD WHERE EVERY PERSON'S BASIC NEEDS ARE MET. IT'S A WORLD FILLED WITH LOVE AND RESPECT FOR ITS PEOPLE AND THE PLANET. IT'S A WORLD WHERE DEMOCRACY REIGNS AND EACH PERSON IS ABLE TO REACH THEIR FULLEST POTENTIAL. IT IS A WORLD WHERE EQUITY IS THE NORM AND OPPRESSION, IN ALL FORMS, IS ERADICATED. IT IS A WORLD WITHOUT WAR AND VIOLENCE. THE WORLD WE WANT IS POSSIBLE, BUT IT WILL ONLY EXIST IF WE WORK TOGETHER. OUR STRATEGIC APPROACH TO OUR WORK COMBINES GRASSROOTS ORGANIZING, LEADERSHIP DEVELOPMENT AND POLITICAL EDUCATION WHILE STRATEGICALLY COMMUNICATING WITH THE PEOPLE. WE WIN CAMPAIGNS THAT HAVE A DIRECT IMPACT ON PEOPLE'S LIVES, WE BUILD THE INFRASTRUCTURE TO DEVELOP MORE POWER, AND WE ARE CONSTANTLY CHANGING HEARTS AND MINDS ACROSS NEW YORK STATE IN ORDER TO SPREAD OUR VISION AND CHANGE WHAT'S POSSIBLE TO WIN.
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IRS990/Desc0CITIZEN ACTION OF NEW YORK ORGANIZED IN COMMUNITIES ACROSS NEW YORK STATE TO PURSUE SOCIAL, RACIAL, ECONOMIC AND ENVIRONMENTAL JUSTICE. CITIZEN ACTION WAS A LEADER IN THE CAMPAIGNS TO MAINTAIN REFORMS TO THE BAIL SYSTEM AND COMBAT RACISM IN THE JUSTICE SYSTEM, INCREASE PUBLIC EDUCATION FUNDING, PROVIDE UNIVERSAL CHILD CARE, ENCOURAGE RENEWABLE ENERGY, IMPLEMENT A SYSTEM OF PUBLICLY FUNDED ELECTIONS. CITIZEN ACTION TRAINED COMMUNITY MEMBERS IN LEADERSHIP SKILLS, DEVELOPED POLITICAL EDUCATION PROGRAMS, AND WORKED WITH VOLUNTEERS IN COMMUNITIES ACROSS NEW YORK TO ENGAGE THEIR NEIGHBORS ON ISSUES THAT IMPACT THEIR LIVES.
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IRS990/MissionDesc0WE ENVISION A WORLD WHERE EVERY PERSON'S BASIC NEEDS ARE MET. IT'S A WORLD FILLED WITH LOVE AND RESPECT FOR ITS PEOPLE AND THE PLANET. IT'S A WORLD WHERE DEMOCRACY REIGNS AND EACH PERSON IS ABLE TO REACH THEIR FULLEST POTENTIAL. IT IS A WORLD WHERE EQUITY IS THE NORM AND OPPRESSION, IN ALL FORMS, IS ERADICATED. IT IS A WORLD WITHOUT WAR AND VIOLENCE. THE WORLD WE WANT IS POSSIBLE, BUT IT WILL ONLY EXIST IF WE WORK TOGETHER. OUR STRATEGIC APPROACH TO OUR WORK COMBINES GRASSROOTS ORGANIZING, LEADERSHIP DEVELOPMENT AND POLITICAL EDUCATION WHILE STRATEGICALLY COMMUNICATING WITH THE PEOPLE. WE WIN CAMPAIGNS THAT HAVE A DIRECT IMPACT ON PEOPLE'S LIVES, WE BUILD THE INFRASTRUCTURE TO DEVELOP MORE POWER, AND WE ARE CONSTANTLY CHANGING HEARTS AND MINDS ACROSS NEW YORK STATE IN ORDER TO SPREAD OUR VISION AND CHANGE WHAT'S POSSIBLE TO WIN.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CITIZEN ACTION OF NEW YORK ENCOURAGED VOTERS TO SUPPORT OUR ENDORSED CANDIDATES BY CONTACTING THEM THROUGH PHONE CALLS AND DOOR TO DOOR VISITS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE ASC, ACCOUNTING FOR INCOME TAXES, AND THEIR CURRENT ACCOUNTING POLICY FOR EVALUATING UNCERTAIN TAX POSITIONS IS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION HAS NOT RECOGNIZED ANY BENEFITS FROM UNCERTAIN TAX POSITIONS IN 2024 AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE BALANCE SHEET DATE OF DECEMBER 31, 2024. FORMS 990 AND STATE INCOME TAX RETURNS FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES UP TO THREE YEARS AFTER THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 AND STATE INCOME TAX FILINGS FOR THE ORGANIZATION ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEAR ENDED DECEMBER 31, 2021 AND PRIOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING 43,257
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING 43,257
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE ENVISION A WORLD WHERE EVERY PERSON'S BASIC NEEDS ARE MET. IT'S A WORLD FILLED WITH LOVE AND RESPECT FOR ITS PEOPLE AND THE PLANET. IT'S A WORLD WHERE DEMOCRACY REIGNS AND EACH PERSON IS ABLE TO REACH THEIR FULLEST POTENTIAL. IT IS A WORLD WHERE EQUITY IS THE NORM AND OPPRESSION, IN ALL FORMS, IS ERADICATED. IT IS A WORLD WITHOUT WAR AND VIOLENCE. THE WORLD WE WANT IS POSSIBLE, BUT IT WILL ONLY EXIST IF WE WORK TOGETHER. OUR STRATEGIC APPROACH TO OUR WORK COMBINES GRASSROOTS ORGANIZING, LEADERSHIP DEVELOPMENT AND POLITICAL EDUCATION WHILE STRATEGICALLY COMMUNICATING WITH THE PEOPLE. WE WIN CAMPAIGNS THAT HAVE A DIRECT IMPACT ON PEOPLE'S LIVES, WE BUILD THE INFRASTRUCTURE TO DEVELOP MORE POWER, AND WE ARE CONSTANTLY CHANGING HEARTS AND MINDS ACROSS NEW YORK STATE IN ORDER TO SPREAD OUR VISION AND CHANGE WHAT'S POSSIBLE TO WIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART V, LINE 2A: THE ORGANIZATION AND RELATED ORGANIZATIONS UTILIZE A MANAGEMENT COMPANY, NEXUS MANAGEMENT CORP (EIN:22-2952992), FOR THE SHARED SERVICING OF PAYROLL AND HUMAN RESOURCE FUNCTIONS OF THE ENTITIES. NEXUS MANAGEMENT CORP PAID 160 EMPLOYEES FOR THE YEAR ENDING DECEMBER 31, 2024, AS REPORTED TO THE IRS ON FORM W-3. A SHARE OF THE COSTS FOR THOSE EMPLOYEES ARE ALLOCATED TO THE ORGANIZATION BASED ON TIME ALLOCATION. THIS DOLLAR AMOUNT IS LISTED ON PART I, LINE 15. SINCE THE ORGANIZATION SHARES EMPLOYEES WITH RELATED ORGANIZATIONS, THE TOTAL NUMBER OF EMPLOYEES OF THE MANAGEMENT COMPANY HAVE BEEN LISTED ON PART V, LINE 2A AND PART I LINE 5. THE ORGANIZATION DOES NOT DIRECTLY PAY EMPLOYEES, SO IT DOES NOT FILE PAYROLL TAX FORMS (FORMS 940, 941, ETC.); IT IS COVERED BY THE FILINGS OF NEXUS MANAGEMENT CORP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY IS THE BOARD OF DIRECTORS. MEMBERS HAVE THE OPPORTUNITY TO VOTE FOR UP TO FIVE AT-LARGE DIRECTORS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED BY THE CO-EXECUTIVE DIRECTORS AND BY AUDIT COMMITTEE. IT IS DISTRIBUTED TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE POLICY IS REVIEWED ANNUALLY BY THE BOARD. EACH BOARD MEMBER SIGNS OFF ON THEIR PERSONAL COMPLIANCE WITH THE POLICY. ADMINISTRATION MONITORS COMPLIANCE AND ANNUAL SIGN OFF BY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE COMPENSATION IS DETERMINED BY THE FINANCE COMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS FOR EXECUTIVE DIRECTOR, IN COMPLIANCE WITH OVERALL SALARY STRUCTURE AND ORGANIZATIONAL POLICIES ON ANNUAL COST OF LIVING RAISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THERE ARE NO OTHER KEY EMPLOYEES CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 990 TAX RETURN IS AVAILABLE ONLINE AT GUIDESTAR.COM. CONFLICT OF INTEREST POLICIES AND ANNUAL FINANCIALS ARE AVAILABLE UPON WRITTEN REQEUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DIRECT FUNDRAISING 43,257 DIRECT FUNDRAISING -43,257
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V

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