Civic Intelligence

Croton Harmon Education Foundationltd

EIN 13-4102870 • 501(c)3 • Croton On Hudson, NY

Profile

To raise and administer funds in support of innovation and excellence in the croton harmon school district ("the district").

PO Box 172Croton On Hudson, NY 10520-0172

www.crotonfoundation.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-202%

Higher net margin than 5% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B12 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-42%

Faster asset growth than 19% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

34%

Faster revenue growth than 72% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$140,435

Down $2,485 (-1.7%) from 2022

Liabilities

Up

$1,503

Up $1,230 (+451%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$21,705

Down $231 (-1.1%) from 2022

Expenses

Up

$26,460

Up $4,239 (+19%) from 2022

Net Income

Down

-$4,755

Down $4,470 (-1568%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $216,247Liabilities 2011: $02011Assets 2012: $231,368Liabilities 2012: $0Net Assets 2012: $231,3682012Assets 2013: $150,334Liabilities 2013: $402013Assets 2014: $222,823Liabilities 2014: $23,330Net Assets 2014: $199,4932014Assets 2015: $229,385Liabilities 2015: $5,360Net Assets 2015: $224,0252015Assets 2016: $265,354Liabilities 2016: $9,4032016Assets 2017: $245,510Liabilities 2017: $36,190Net Assets 2017: $209,3202017Assets 2018: $232,141Liabilities 2018: $0Net Assets 2018: $232,1412018Assets 2019: $244,527Liabilities 2019: $1,689Net Assets 2019: $242,8382019Assets 2020: $183,375Liabilities 2020: $255Net Assets 2020: $183,1202020Assets 2021: $150,179Liabilities 2021: $26Net Assets 2021: $150,1532021Assets 2022: $142,920Liabilities 2022: $273Net Assets 2022: $142,6472022Assets 2023: $140,435Liabilities 2023: $1,5032023

Highlighted filing

2023

Assets$140,435
Liabilities$1,503
Net Assets-

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $71,624Expenses 2011: $63,411Net Income 2011: $8,2132011Revenue 2012: $84,468Expenses 2012: $69,541Net Income 2012: $14,9272012Revenue 2013: $32,144Expenses 2013: $113,223Net Income 2013: -$81,0792013Revenue 2014: $73,351Expenses 2014: $26,281Net Income 2014: $47,0702014Revenue 2015: $34,383Expenses 2015: $8,913Net Income 2015: $25,4702015Revenue 2016: $60,872Expenses 2016: $32,199Net Income 2016: $28,6732016Revenue 2017: $25,365Expenses 2017: $71,508Net Income 2017: -$46,1432017Revenue 2018: $45,249Expenses 2018: $21,025Net Income 2018: $24,2242018Revenue 2019: $23,630Expenses 2019: $15,600Net Income 2019: $8,0302019Revenue 2020: $22,632Expenses 2020: $82,350Net Income 2020: -$59,7182020Revenue 2021: $26,032Expenses 2021: $62,319Net Income 2021: -$36,2872021Revenue 2022: $21,936Expenses 2022: $22,221Net Income 2022: -$2852022Revenue 2023: $21,705Expenses 2023: $26,460Net Income 2023: -$4,7552023

Highlighted filing

2023

Revenue$21,705
Expenses$26,460
Net Income-$4,755

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.40$0.02$0.22$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.22$0.22$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.26$0.62$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.23$0.82$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.02$2.43$0.24$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.45$0.21$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.36$2.09$0.25$0.72$0.46
2016Summary only. Only limited summary data is available for this year.$2.65$0.09$0.61$0.32$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.05$2.24$0.34$0.09$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.23$1.99$0.73$0.26$0.47
2013Summary only. Only limited summary data is available for this year.$1.50$0.00$0.32$1.13$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.84$0.70$0.15
2011Summary only. Only limited summary data is available for this year.$2.16$0.00$0.72$0.63$0.08
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 15, 2023
Return Version
2021v4.2
Gross Receipts
$25,016
Mission and Program Overview

Mission

To raise and administer funds in support of innovative and excellence in the croton harmon school district.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDS GRANTS TO SEED INNOVATIVE AND CREATIVE PROJECTS THROUGHOUT THE CROTON-HARMON SCHOOL DISTRICT.$18,533$20,405
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE CHAMPIONCo-President-$0--
CATHY BLAZEKCo-President-$0--
MICHELLE FRANKSVice President-$0--
ALLISON LEHR-SAMUELSVice President-$0--
PAMELA GORDYVice President-$0--
RICHARD EBERHARDTTreasurer-$0--
JENNIFER GLEASONSecretary-$0--
ALUCIA SCALZOBoard Member-$0--
ALICIA MURPHY WARTELLBoard Member-$0--
DANA DAGO CLARKBoard Member-$0--
ELIZABETH HILLERBoard Member-$0--
JESSICA ROPPABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Croton-harmon Education Foundation Ltd
EIN
13-4102870
Phone
9142717933
Address
PO BOX 172, CROTON ON HUDSON, NY 10520-0172

Signing Officer

Name
Anne Champion
Title
Co-president
Phone
9142717933
Signed
2023-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
Laurence Scot Mba CPA
Phone
2129671100
Supplemental Narrative

Additional Explanations

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

Description: dividend income. Amount: 1,113. Description: interest income. Amount: 422. Total included on form 990-ez, line 4: 1,535.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: school district. Grantee name: croton-harmon union free school district. Grantee address: 10 gerstein street croton-on-hudson, ny 10520. Grantee relationship: n/a. Property description: educational training, supplies & equip. Date of gift: various. Amount given: 18,533.

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

Description: merchant service fees. Amount: 136. Description: insurance. Amount: 1,357. Description: other expense and miscellaneous. Amount: 528. Description: information technology. Amount: 332. Total to form 990-ez, line 16: 2,353.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: net unrealized gain/(loss). Amount: -7,221.

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

Description: credit cards. Beg. Of year amount: 26. End of year amount: 273.

Raw XML Appendix224 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALICIA MURPHY WARTELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JESSICA ROPPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND ADMINISTER FUNDS IN SUPPORT OF INNOVATIVE AND EXCELLENCE IN THE CROTON HARMON SCHOOL DISTRICT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,113. DESCRIPTION: INTEREST INCOME. AMOUNT: 422. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOOL DISTRICT. GRANTEE NAME: CROTON-HARMON UNION FREE SCHOOL DISTRICT. GRANTEE ADDRESS: 10 GERSTEIN STREET CROTON-ON-HUDSON, NY 10520. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: EDUCATIONAL TRAINING, SUPPLIES & EQUIP. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 18,533.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MERCHANT SERVICE FEES. AMOUNT: 136. DESCRIPTION: INSURANCE. AMOUNT: 1,357. DESCRIPTION: OTHER EXPENSE AND MISCELLANEOUS. AMOUNT: 528. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 332. TOTAL TO FORM 990-EZ, LINE 16: 2,353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET UNREALIZED GAIN/(LOSS). AMOUNT: -7,221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 26. END OF YEAR AMOUNT: 273.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 EIGHTH AVE SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02129671100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE SCOT MBA CPA
ReturnHeader/ReturnTs02023-03-15T08:30:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHAMPION
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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