Civic Intelligence

Coalition of Institutionalized Aged and Disabled

990 • Fiscal year 2023 • EIN 13-3124614

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 14, 2024

425 East 25th StreetNew York, NY 10010

(917) 648-4067

Siviq Scores

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

Liabilities / Assets

79th percentile

0.08x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

40th percentile

-0.6%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$101,369

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$250,069

Up $18,140 (+7.8%) from 2022

Net Assets

Down

$229,218

Down $2,711 (-1.2%) from 2022

Liabilities

Up

$20,851

Up $20,851 from 2022

Revenue

Down

$427,597

Down $63,163 (-13%) from 2022

Expenses

Up

$430,308

Up $23,212 (+5.7%) from 2022

Net Income

Down

-$2,711

Down $86,375 (-103%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $56,803Liabilities 2011: $0Net Assets 2011: $56,8032011Assets 2012: $49,477Liabilities 2012: $0Net Assets 2012: $49,4772012Assets 2013: $48,852Liabilities 2013: $0Net Assets 2013: $48,8522013Assets 2014: $41,955Liabilities 2014: $0Net Assets 2014: $41,9552014Assets 2015: $51,915Liabilities 2015: $0Net Assets 2015: $51,9152015Assets 2016: $107,919Liabilities 2016: $0Net Assets 2016: $107,9192016Assets 2017: $106,835Liabilities 2017: $0Net Assets 2017: $106,8352017Assets 2018: $106,597Liabilities 2018: $0Net Assets 2018: $106,5972018Assets 2019: $106,952Liabilities 2019: $0Net Assets 2019: $106,9522019Assets 2020: $159,903Liabilities 2020: $51,907Net Assets 2020: $107,9962020Assets 2021: $188,296Liabilities 2021: $0Net Assets 2021: $188,2962021Assets 2022: $231,929Liabilities 2022: $0Net Assets 2022: $231,9292022Assets 2023: $250,069Liabilities 2023: $20,851Net Assets 2023: $229,2182023Assets 2024: $232,076Liabilities 2024: $24,661Net Assets 2024: $207,4152024

Highlighted filing

2023

Assets$250,069
Liabilities$20,851
Net Assets$229,218

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $123,511Expenses 2011: $133,910Net Income 2011: -$10,3992011Revenue 2012: $138,347Expenses 2012: $145,188Net Income 2012: -$6,8412012Revenue 2013: $152,733Expenses 2013: $153,358Net Income 2013: -$6252013Revenue 2014: $200,778Expenses 2014: $207,675Net Income 2014: -$6,8972014Revenue 2015: $183,829Expenses 2015: $173,869Net Income 2015: $9,9602015Revenue 2016: $216,126Expenses 2016: $160,122Net Income 2016: $56,0042016Revenue 2017: $168,530Expenses 2017: $169,614Net Income 2017: -$1,0842017Revenue 2018: $209,719Expenses 2018: $209,957Net Income 2018: -$2382018Revenue 2019: $289,235Expenses 2019: $288,880Net Income 2019: $3552019Revenue 2020: $272,381Expenses 2020: $271,337Net Income 2020: $1,0442020Revenue 2021: $359,059Expenses 2021: $330,636Net Income 2021: $28,4232021Revenue 2022: $490,760Expenses 2022: $407,096Net Income 2022: $83,6642022Revenue 2023: $427,597Expenses 2023: $430,308Net Income 2023: -$2,7112023Revenue 2024: $397,583Expenses 2024: $419,379Net Income 2024: -$21,7962024

Highlighted filing

2023

Revenue$427,597
Expenses$430,308
Net Income-$2,711
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$427,597
Mission and Program Overview

Mission

The coalition of institutionalized aged and disabled (ciad) is a non-profit, constituent-led advocacy organization of adults living in adult care facilities that seeks to protect people's rights, improve the quality of their lives and living circumstances, and transform institutions into real community settings where people live with dignity, autonomy, and agency. Ciad organizes residents into resident councils which educate adult home residents about their rights, train and nurture resident leaders, and promote their participation in the affairs of their own residences and in broader public policy issues so that they may advocate for themselves.

To protect the rights and improve the quality of life and care of residents in long term care facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$226,619$245,731▲ $19,112
Cash and Non-Interest-Bearing Accounts$5,310$4,338▼ $972
Total Assets$231,929$250,069▲ $18,140
Liabilities
Accounts Payable and Accrued Expenses-$20,851-
Total Liabilities$0$20,851▲ $20,851
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,929$229,218▼ $2,711
Total Net Assets Fund Balance$231,929$229,218▼ $2,711
Total Liabilities and Net Assets / Fund Balance$231,929$250,069▲ $18,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Geoff LiebermanExecutive DirectorPT$101,369$101,369

Board Members and Trustees

NameTitle
Robert RosenbergPresident
Gary LevinVice President
Ann WyattBoard Member
Sylvia PaolucciBoard Member
Cristy ParqueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$426,755
Program Service Revenue
$0
Investment Income
$842
Other Revenue
$0
All Other Contributions
$80,915
Change in Net Assets
$-2,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$352,790
Other Expenses$77,518
Total Fundraising Expense$8,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$200,032$4,167$4,167$208,366
Current Officers, Directors, Trustees, and Key Employees$97,315$2,027$2,027$101,369
Payroll Taxes$25,742$536$536$26,814
Other Employee Benefits$15,591$325$325$16,241
Fees for Services Other$14,683$306$306$15,295
Occupancy$13,800$600$600$15,000
Fees for Services Accounting$12,644$263$263$13,170
Travel$8,555--$8,555
Conferences and Meetings$6,020--$6,020
Office Expenses$4,553$97$194$4,844
Insurance-$1,814-$1,814
Other Expenses$954$990$26$990
Total Functional Expenses$409,689$11,663$8,956$430,308
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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 governing body review Part VI line 11

The board treasurer reviews the return and presents the return to the board at the next board meeting.

Conflict of interest policy compliance Part VI line 12C

Directors and officers are given conflict forms to be submitted and such are reviewed.

CEO executive director top management comp Part VI line 15A

The boards seache comparable jobs on the inernet and available resources but limited to the fee that organization could afford to pay

Other officer or key employee compensation Part VI line 15B

The boards seache comparable jobs on the inernet and available resources but limited to the fee that organization could afford to pay

Form 990 availability to public Part VI line 18

Form 990 is made available to the public and upon request.

Governing documents etc available to public Part VI line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Coalition of Institutionalized Aged and Disabledi
EIN
13-3124614
Address
425 EAST 25TH STREET, New York, NY 10010

Signing Officer

Name
Geoff Lieberman
Title
Executive Direc
Phone
9176484067
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
9

Preparer

Firm
N & B Cpas Pllc
Address
8482 164th Street, Jamaica, NY 11432
Preparer
Chansivatha Nhem
Phone
7188380063
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

The waiver of PPP Loan $51,877 on 3/16/2021

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD TREASURER REVIEWS THE RETURN AND PRESENTS THE RETURN TO THE BOARD AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND OFFICERS ARE GIVEN CONFLICT FORMS TO BE SUBMITTED AND SUCH ARE REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARDS SEACHE COMPARABLE JOBS ON THE INERNET AND AVAILABLE RESOURCES BUT LIMITED TO THE FEE THAT ORGANIZATION COULD AFFORD TO PAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARDS SEACHE COMPARABLE JOBS ON THE INERNET AND AVAILABLE RESOURCES BUT LIMITED TO THE FEE THAT ORGANIZATION COULD AFFORD TO PAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS MADE AVAILABLE TO THE PUBLIC AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The waiver of PPP Loan $51,877 on 3/16/2021
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TravelGrp/TotalAmt08555
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFF LIEBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum09176484067
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COALITION OF INSTITUTIONALIZED AGED AND DISABLEDI
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ReturnHeader/Filer/EIN0133124614
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 EAST 25TH STREET
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872020769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0N & B CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08482 164th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jamaica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.25$2.07$3.98$4.19$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.21$2.29$4.28$4.30$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$4.91$4.07$0.84
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$3.59$3.31$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.52$1.08$2.72$2.71$0.01
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$2.89$2.89$0.00
2018Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$2.10$2.10$0.00
2017Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$1.69$1.70$0.01
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$2.16$1.60$0.56
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$1.84$1.74$0.10
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$2.01$2.08$0.07
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.53$1.53$0.01
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.38$1.45$0.07
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$1.24$1.34$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits