Civic Intelligence

Nycta-Atu 726 Education Fund Education Fund

990EZ • Fiscal year 2020 • EIN 13-4080108

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

3952 Amboy RoadStaten Island, NY 10308

(646) 252-2846

Siviq Scores

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

Liabilities / Assets

86th percentile

0.26x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

1.89x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE B60 • <$500k nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2020 filings • NTEE B60 • <$500k nonprofits • Source year 2020

Asset Growth

61st percentile

8.1%

Faster asset growth than 61% of similar nonprofits.

2020 filings • NTEE B60 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

-2.2%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$335,168

Up $25,022 (+8.1%) from 2019

Net Assets

Up

$249,074

Up $21,239 (+9.3%) from 2019

Liabilities

Up

$86,094

Up $3,783 (+4.6%) from 2019

Revenue

Down

$45,547

Down $1,023 (-2.2%) from 2019

Expenses

Down

$24,308

Down $32,821 (-57%) from 2019

Net Income

Up

$21,239

Up $31,798 (+301%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $405,852Liabilities 2011: $4,700Net Assets 2011: $401,1522011Assets 2012: $403,706Liabilities 2012: $4,700Net Assets 2012: $399,0062012Assets 2013: $433,053Liabilities 2013: $4,800Net Assets 2013: $428,2532013Assets 2014: $387,899Liabilities 2014: $7,562Net Assets 2014: $380,3372014Assets 2015: $381,157Liabilities 2015: $9,500Net Assets 2015: $371,6572015Assets 2016: $354,640Liabilities 2016: $5,000Net Assets 2016: $349,6402016Assets 2017: $339,724Liabilities 2017: $81,904Net Assets 2017: $257,8202017Assets 2018: $294,706Liabilities 2018: $56,312Net Assets 2018: $238,3942018Assets 2019: $310,146Liabilities 2019: $82,311Net Assets 2019: $227,8352019Assets 2020: $335,168Liabilities 2020: $86,094Net Assets 2020: $249,0742020Assets 2021: $329,859Liabilities 2021: $44,975Net Assets 2021: $284,8842021Assets 2022: $361,068Liabilities 2022: $68,625Net Assets 2022: $292,4432022Assets 2023: $351,906Liabilities 2023: $39,850Net Assets 2023: $312,0562023Assets 2024: $387,913Liabilities 2024: $68,250Net Assets 2024: $319,6632024

Highlighted filing

2020

Assets$335,168
Liabilities$86,094
Net Assets$249,074

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $40,656Expenses 2011: $51,588Net Income 2011: -$10,9322011Revenue 2012: $40,336Expenses 2012: $42,482Net Income 2012: -$2,1462012Revenue 2013: $41,458Expenses 2013: $12,211Net Income 2013: $29,2472013Revenue 2014: $41,667Expenses 2014: $89,583Net Income 2014: -$47,9162014Revenue 2015: $42,655Expenses 2015: $51,335Net Income 2015: -$8,6802015Revenue 2016: $43,994Expenses 2016: $66,011Net Income 2016: -$22,0172016Revenue 2017: $44,878Expenses 2017: $136,698Net Income 2017: -$91,8202017Revenue 2018: $44,534Expenses 2018: $63,960Net Income 2018: -$19,4262018Revenue 2019: $46,570Expenses 2019: $57,129Net Income 2019: -$10,5592019Revenue 2020: $45,547Expenses 2020: $24,308Net Income 2020: $21,2392020Revenue 2021: $44,820Expenses 2021: $9,010Net Income 2021: $35,8102021Revenue 2022: $45,407Expenses 2022: $37,848Net Income 2022: $7,5592022Revenue 2023: $46,940Expenses 2023: $27,327Net Income 2023: $19,6132023Revenue 2024: $45,977Expenses 2024: $38,370Net Income 2024: $7,6072024

Highlighted filing

2020

Revenue$45,547
Expenses$24,308
Net Income$21,239
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$45,547
Mission and Program Overview

Mission

To advance educational and career goals of eligible members

Program Services

DescriptionGrantsExpenses
TO ADVANCE EDUCATIONAL AND CAREER GOALS OF ELIGIBLE MEMBERS$0$18,219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RHONDA HOGAN BROCKTrustee-$0--
DANIELLE BROGANTrustee-$0--
DANIEL CASSELLATrustee-$0--
JOHN BONAVITATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nycta-atu 726 Education Fund
EIN
13-4080108
Phone
6462522846
Address
3952 AMBOY ROAD, STATEN ISLAND, NY 10308

Signing Officer

Name
Danielle Brogan
Title
Trustee
Phone
6462522846
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Harry White
Phone
2125575666
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 622.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: reimbursed administrative expense. Amount: 2,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: filing fees. Amount: 75. Description: printing. Amount: 1,845. Description: miscellaneous. Amount: 14. Total to form 990-ez, line 16: 1,934.

Form 990-ez, Part II, Line 24 - Other Assets

Description: administrative expense receivable. Beg. Of year amount: 2,000. End of year amount: 2,000.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued expenses. Beg. Of year amount: 82,311. End of year amount: 86,094.

Raw XML Appendix170 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RHONDA HOGAN BROCK
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ADVANCE EDUCATIONAL AND CAREER GOALS OF ELIGIBLE MEMBERS
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REIMBURSED ADMINISTRATIVE EXPENSE. AMOUNT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEES. AMOUNT: 75. DESCRIPTION: PRINTING. AMOUNT: 1,845. DESCRIPTION: MISCELLANEOUS. AMOUNT: 14. TOTAL TO FORM 990-EZ, LINE 16: 1,934.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADMINISTRATIVE EXPENSE RECEIVABLE. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 82,311. END OF YEAR AMOUNT: 86,094.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
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ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY WHITE
ReturnHeader/ReturnTs02021-11-15T05:46:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIELLE
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$3.88$0.68$3.20$0.46$0.38$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.40$3.12$0.47$0.27$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.69$2.92$0.45$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.45$2.85$0.45$0.09$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.86$2.49$0.46$0.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.82$2.28$0.47$0.57$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.56$2.38$0.45$0.64$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.82$2.58$0.45$1.37$0.92
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.05$3.50$0.44$0.66$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.10$3.72$0.43$0.51$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.08$3.80$0.42$0.90$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.33$0.05$4.28$0.41$0.12$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.05$3.99$0.40$0.42$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.05$4.01$0.41$0.52$0.11