Civic Intelligence

Westchester County Bar Foundation

990EZ • Fiscal year 2012 • EIN 13-3171380

Jun 01, 2011 to May 31, 2012 • Filed on Aug 22, 2012

Organization ProfileN/A
One North Broadway Suite 51210601
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$77,837

Up $3,240 (+4.3%) from 2011

Net Assets

Up

$77,837

Up $3,240 (+4.3%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$52,616

Up $20,235 (+62%) from 2011

Expenses

Up

$49,376

Up $45,799 (+1280%) from 2011

Net Income

Down

$3,240

Down $25,564 (-89%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2011: $74,597Net Assets 2011: $74,5972011Assets 2012: $77,837Net Assets 2012: $77,8372012Assets 2013: $104,720Liabilities 2013: $0Net Assets 2013: $104,7202013Assets 2014: $134,160Liabilities 2014: $0Net Assets 2014: $134,1602014Assets 2015: $147,936Liabilities 2015: $0Net Assets 2015: $147,9362015Assets 2016: $155,205Liabilities 2016: $0Net Assets 2016: $155,2052016Assets 2017: $182,811Liabilities 2017: $130Net Assets 2017: $182,6812017Assets 2018: $206,874Liabilities 2018: $0Net Assets 2018: $206,8742018Assets 2019: $320,086Liabilities 2019: $75Net Assets 2019: $320,0112019Assets 2020: $339,002Liabilities 2020: $25,075Net Assets 2020: $313,9272020Assets 2021: $358,200Liabilities 2021: $75Net Assets 2021: $358,1252021Assets 2022: $363,654Liabilities 2022: $4,300Net Assets 2022: $359,3542022Assets 2023: $376,202Liabilities 2023: $1,779Net Assets 2023: $374,4232023

Highlighted filing

2012

Assets$77,837
Liabilities-
Net Assets$77,837
Open 2012 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $32,381Expenses 2011: $3,577Net Income 2011: $28,8042011Revenue 2012: $52,616Expenses 2012: $49,376Net Income 2012: $3,2402012Revenue 2013: $70,435Expenses 2013: $43,552Net Income 2013: $26,8832013Revenue 2014: $73,513Expenses 2014: $44,073Net Income 2014: $29,4402014Revenue 2015: $57,463Expenses 2015: $43,687Net Income 2015: $13,7762015Revenue 2016: $62,480Expenses 2016: $55,211Net Income 2016: $7,2692016Revenue 2017: $74,768Expenses 2017: $47,292Net Income 2017: $27,4762017Revenue 2018: $80,925Expenses 2018: $56,732Net Income 2018: $24,1932018Revenue 2019: $173,624Expenses 2019: $60,487Net Income 2019: $113,1372019Revenue 2020: $60,296Expenses 2020: $66,380Net Income 2020: -$6,0842020Revenue 2021: $50,237Expenses 2021: $6,039Net Income 2021: $44,1982021Revenue 2022: $54,688Expenses 2022: $53,459Net Income 2022: $1,2292022Revenue 2023: $88,804Expenses 2023: $73,735Net Income 2023: $15,0692023

Highlighted filing

2012

Revenue$52,616
Expenses$49,376
Net Income$3,240
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Aug 22, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Advancement & scholarships

Filing and Contact Details

Filer

EIN
13-3171380
Raw XML Appendix191 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.

Path#Value
CompensationExplanation/Compensation/PersonName0JAMES STAUDT
CompensationExplanation/Compensation/PersonName1JAY C CARLISLE
CompensationExplanation/Compensation/PersonName2FRANK W STRENG
CompensationExplanation/Compensation/PersonName3KELLY M WELCH
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY071907
IRS990EZ/CashSavingsAndInvestments/EOY075534
IRS990EZ/ContributionsGiftsGrantsEtc048255
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear03240
IRS990EZ/FeesAndOthPymtToIndContractors01700
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome013590
IRS990EZ/GrantsAndSimilarAmountsPaid043455
IRS990EZ/GrossReceipts061850
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome05
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY074597
IRS990EZ/NetAssetsOrFundBalancesBOY074597
IRS990EZ/NetAssetsOrFundBalances/EOY077837
IRS990EZ/NetAssetsOrFundBalancesEOY077837
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101311 MAMARONECK AVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1178 NORTH BROADWAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1211 MARTINE AVENUE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13700 WHITE PLAINS ROAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine20STE 340
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine2112TH FLOOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine22STE 237
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0WHITE PLAINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1WHITE PLAINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2WHITE PLAINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3SCARSDALE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode010605
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode110603
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode210601
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode310583
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JAMES STAUDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JAY C CARLISLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2FRANK W STRENG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3KELLY M WELCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES.
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY02690
IRS990EZ/OtherAssetsTotal/EOY02303
IRS990EZ/OtherExpensesTotal04221
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ADVANCEMENT & SCHOLARSHIPS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ADVANCEMENT OF LEGAL RESEARCH AND SCHOLARSHIP, IMPROVEMENT OF JUDICIAL ADMINISTRATION, AND PROMOTION OF PROFESSIONAL ETHICS & RESPONSIBILITY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations043455
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses047616
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses09234
IRS990EZ/SpecialEventsNetIncomeLoss04356
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NY
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10ONE NORTH BROADWAY SUITE 512
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WHITE PLAINS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode010601
IRS990EZ/TheBooksAreInCareOf/NamePerson0THE FOUNDATION
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09147613707
IRS990EZ/TotalAssets/BOY074597
IRS990EZ/TotalAssets/EOY077837
IRS990EZ/TotalExpenses049376
IRS990EZ/TotalProgramServiceExpenses047616
IRS990EZ/TotalRevenue052616
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear048255
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year032375
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years015490
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years036448
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years021085
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0153653
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear05
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year06
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years012
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0313
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01831
IRS990ScheduleA/GrossInvestmentIncome509/Total02167
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear013590
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total013590
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear05
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year06
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years012
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0313
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01831
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02167
IRS990ScheduleA/InvestmentIncomePercentage00.01000
IRS990ScheduleA/PriorYearSupportPercentage00.95640
IRS990ScheduleA/PriorYrInvestIncomePercentage00.04000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.98720
IRS990ScheduleA/PublicSupportTotal5090167243
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear061845
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year032375
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years015490
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years036448
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years021085
IRS990ScheduleA/Total509/Total0167243
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear061850
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year032381
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years015502
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years036761
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years022916
IRS990ScheduleA/TotalSupportTotal/Total0169410
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1027360
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal027360
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents09234
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent106813
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents06813
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1040950
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal040950
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1013590
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents013590
IRS990ScheduleG/EventsInformation/NameOfEvent10BENEFIT
IRS990ScheduleG/EventsInformation/NetIncomeSummary04356
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent101700
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents01700
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent10271
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents0271
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent10450
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents0450
IRS990ScheduleO/GeneralExplanation/Explanation0STUDENT ADVOCACY LEGAL SERVICES 3 WEST MAIN STREET ELMSFORD, NY 10523 40,000 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES PROMOTION 4,000 MISCELLANEOUS 221 TOTAL 4,221
IRS990ScheduleO/GeneralExplanation/Explanation2DUE FROM WESTCHESTER CNTY BAR ASSOC. 2,690 2,303 TOTAL 2,690 2,303
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0133171380
ReturnHeader/Filer/Name/BusinessNameLine10WESTCHESTER COUNTY BAR FOUNDATION
ReturnHeader/Filer/NameControl0WEST
ReturnHeader/Filer/USAddress/AddressLine10ONE NORTH BROADWAY SUITE 512
ReturnHeader/Filer/USAddress/City0WHITE PLAINS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010601
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-22
ReturnHeader/Officer/Name0KELLY M WELCH
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-09-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10VICTOR J CANNISTRA CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 KISCO AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MOUNT KISCO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0105491492
ReturnHeader/Preparer/Name0VICTOR J CANNISTRA CPA
ReturnHeader/Preparer/Phone09142413605
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-27T10:56:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$77,837
Liabilities
-
Net assets
$77,837
Revenue
$52,616
Expenses
$49,376
Net income
$3,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.02$3.74$0.89$0.74$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.04$3.59$0.55$0.53$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.50$0.06$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.25$3.14$0.60$0.66$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$1.74$0.60$1.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.81$0.57$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.75$0.47$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.62$0.55$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.57$0.44$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.74$0.44$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.70$0.44$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$0.53$0.49$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.75$0.32$0.04$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits