Civic Intelligence

Westchester County Bar Foundation

990EZ • Fiscal year 2014 • EIN 13-3171380

Jun 01, 2013 to May 31, 2014 • Filed on Feb 26, 2015

Organization ProfileN/A
One North Broadway Suite 512White Plains, NY 10601

(914) 761-3707

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

4.4%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$134,160

Up $29,440 (+28%) from 2013

Net Assets

Up

$134,160

Up $29,440 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Up

$73,513

Up $3,078 (+4.4%) from 2013

Expenses

Up

$44,073

Up $521 (+1.2%) from 2013

Net Income

Up

$29,440

Up $2,557 (+9.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2014

Assets$134,160
Liabilities$0
Net Assets$134,160
Open 2014 Filing

Operations Trend

Revenue Growth54th 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

2014

Revenue$73,513
Expenses$44,073
Net Income$29,440
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 26, 2015
Return Version
2013v4.0
Gross Receipts
$84,175
Mission and Program Overview

Mission

Advancement & scholarships

Program Services

DescriptionGrantsExpenses
ADVANCEMENT OF LEGAL RESEARCH AND SCHOLARSHIP, IMPROVEMENT OF JUDICIAL ADMINISTRATION, AND PROMOTION OF PROFESSIONAL ETHICS & RESPONSIBILITY.$41,529$42,169
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY ENEAPresident-$0--
MARY ELLEN MANLEYVice Preside-$0--
FRANK W STRENGSecretary-$0--
JACK GEOGHEGANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,279$11,119-$11,119
Total Events$19,279$11,119$10,662$457
Filing and Contact Details

Filer

EIN
13-3171380

Signing Officer

Name
Anthony Enea
Title
President
Signed
2015-02-26
Discuss with paid preparer
Yes

Preparer

Preparer
Victor J Cannistra CPA
Phone
9142413605
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Pace community law legal services 33 crane avenue white plains, ny 10603 40,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses miscellaneous 490 fundraising 104 donation 250 total 844”

Form 990-ez, Part II, Line 24

“Due from westchester cnty bar assoc. 7,197 9,828 total 7,197 9,828”

Raw XML Appendix171 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/CompensationExplanationGrp/PersonNm0ANTHONY ENEA
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY ELLEN MANLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2FRANK W STRENG
CompensationExplanation/CompensationExplanationGrp/PersonNm3JACK GEOGHEGAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09147613707
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10ONE NORTH BROADWAY SUITE 512
IRS990EZ/BooksInCareOfDetail/USAddress/City0WHITE PLAINS
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097523
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124332
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt073052
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104720
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0134160
IRS990EZ/FundraisingGrossIncomeAmt011119
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041529
IRS990EZ/GrossReceiptsAmt084175
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104720
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134160
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104720
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY ENEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ELLEN MANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK W STRENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK GEOGHEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07197
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09828
IRS990EZ/OtherExpensesTotalAmt0844
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCEMENT & SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT OF LEGAL RESEARCH AND SCHOLARSHIP, IMPROVEMENT OF JUDICIAL ADMINISTRATION, AND PROMOTION OF PROFESSIONAL ETHICS & RESPONSIBILITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042169
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010662
IRS990EZ/SpecialEventsNetIncomeLossAmt0457
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044073
IRS990EZ/TotalProgramServiceExpensesAmt042169
IRS990EZ/TotalRevenueAmt073513
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068827
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0237999
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt056959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0294958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084171
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015490
IRS990ScheduleA/Total509Grp/TotalAmt0294958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015502
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0294988
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08160
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08160
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010662
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06460
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011119
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BENEFIT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0457
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01860
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01860
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02342
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PACE COMMUNITY LAW LEGAL SERVICES 33 CRANE AVENUE WHITE PLAINS, NY 10603 40,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MISCELLANEOUS 490 FUNDRAISING 104 DONATION 250 TOTAL 844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM WESTCHESTER CNTY BAR ASSOC. 7,197 9,828 TOTAL 7,197 9,828
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY ENEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTCHESTER COUNTY BAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0133171380
ReturnHeader/Filer/USAddress/AddressLine10ONE NORTH BROADWAY SUITE 512
ReturnHeader/Filer/USAddress/City0WHITE PLAINS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030410574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VICTOR J CANNISTRA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1043 KENSICO DRIVE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOUNT KISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105491009
ReturnHeader/PreparerPersonGrp/PhoneNum09142413605
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR J CANNISTRA CPA
ReturnHeader/ReturnTs02015-04-02T10:01:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,160
Liabilities
$0
Net assets
$134,160
Revenue
$73,513
Expenses
$44,073
Net income
$29,440
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