Civic Intelligence

Southern Tier Foundation Inc.

990 • Fiscal year 2016 • EIN 13-4267938

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 15, 2016

Organization ProfileN/A
715 Central AvenueDunkirk, NY 14048

(716) 366-3200

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.81x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

17%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$1,200

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-1.9%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

143%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$1,378,897

Down $26,850 (-1.9%) from 2015

Net Assets

Up

$806,992

Up $122,098 (+18%) from 2015

Liabilities

Down

$571,905

Down $148,948 (-21%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin78th percentile

Revenue

Up

$704,784

Up $415,056 (+143%) from 2015

Expenses

Up

$582,686

Up $298,800 (+105%) from 2015

Net Income

Up

$122,098

Up $116,256 (+1990%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $538,103Liabilities 2010: $510,006Net Assets 2010: $28,0972010Assets 2011: $572,193Liabilities 2011: $503,712Net Assets 2011: $68,4812011Assets 2012: $1,216,822Liabilities 2012: $556,587Net Assets 2012: $660,2352012Assets 2013: $1,068,196Liabilities 2013: $398,942Net Assets 2013: $669,2542013Assets 2014: $1,190,933Liabilities 2014: $511,881Net Assets 2014: $679,0522014Assets 2015: $1,405,747Liabilities 2015: $720,853Net Assets 2015: $684,8942015Assets 2016: $1,378,897Liabilities 2016: $571,905Net Assets 2016: $806,9922016Assets 2017: $1,430,301Liabilities 2017: $523,462Net Assets 2017: $906,8392017Assets 2018: $1,134,915Liabilities 2018: $180,020Net Assets 2018: $954,8952018Assets 2019: $1,308,251Liabilities 2019: $381,230Net Assets 2019: $927,0212019Assets 2020: $1,163,779Liabilities 2020: $279,626Net Assets 2020: $884,1532020Assets 2021: $1,171,647Liabilities 2021: $283,330Net Assets 2021: $888,3172021Assets 2022: $1,116,981Liabilities 2022: $280,820Net Assets 2022: $836,1612022Assets 2023: $548,725Liabilities 2023: $250,259Net Assets 2023: $298,4662023Assets 2024: $548,865Liabilities 2024: $240,259Net Assets 2024: $308,6062024Assets 2025: $548,314Liabilities 2025: $196,250Net Assets 2025: $352,0642025

Highlighted filing

2016

Assets$1,378,897
Liabilities$571,905
Net Assets$806,992
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $272,377Expenses 2010: $266,574Net Income 2010: $5,8032010Revenue 2011: $804,537Expenses 2011: $764,153Net Income 2011: $40,3842011Expenses 2012: $539,6602012Expenses 2013: $1,147,1992013Revenue 2014: $675,760Expenses 2014: $665,962Net Income 2014: $9,7982014Revenue 2015: $289,728Expenses 2015: $283,886Net Income 2015: $5,8422015Revenue 2016: $704,784Expenses 2016: $582,686Net Income 2016: $122,0982016Revenue 2017: $375,148Expenses 2017: $275,301Net Income 2017: $99,8472017Revenue 2018: $1,419,728Expenses 2018: $1,371,672Net Income 2018: $48,0562018Revenue 2019: $228,825Expenses 2019: $256,699Net Income 2019: -$27,8742019Revenue 2020: $176,897Expenses 2020: $219,765Net Income 2020: -$42,8682020Revenue 2021: $154,712Expenses 2021: $150,548Net Income 2021: $4,1642021Revenue 2022: $36,001Expenses 2022: $88,157Net Income 2022: -$52,1562022Revenue 2023: $171,012Expenses 2023: $708,707Net Income 2023: -$537,6952023Revenue 2024: $150,000Expenses 2024: $139,860Net Income 2024: $10,1402024Revenue 2025: $202,214Expenses 2025: $158,756Net Income 2025: $43,4582025

Highlighted filing

2016

Revenue$704,784
Expenses$582,686
Net Income$122,098
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 15, 2016
Return Version
2015v2.1
Gross Receipts
$704,784
Mission and Program Overview

Mission

To develop and provide low income residential housing projects to relieve poor and distressed persons.

Provide and develop affordable housing for low income families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$488,014$316,568▼ $171,446
Other Notes and Loans Receivable, Net$289,411$289,411→ $0
Cash and Non-Interest-Bearing Accounts$6,107$36,829▲ $30,722
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,405,747$1,378,897▼ $26,850
Other Assets Total$622,215$736,089▲ $113,874
Liabilities
Mortgage Notes Payable Secured by Investment Property$399,020$320,020▼ $79,000
Unsecured Notes Loans Payable$321,433$251,885▼ $69,548
Accounts Payable and Accrued Expenses$400$0▼ $400
Total Liabilities$720,853$571,905▼ $148,948
Net Assets / Fund Balance
Unrestricted Net Assets$684,894$806,992▲ $122,098
Total Net Assets Fund Balance$684,894$806,992▲ $122,098
Total Liabilities and Net Assets / Fund Balance$1,405,747$1,378,897▼ $26,850

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,171$9,171
Other Assets Org$100,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas J WhitneyPresidentPT$1,200$1,200

Board Members and Trustees

NameTitle
Shelly FreynSecretary
George PancioTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Health ServicesProject Development206 SOUTH ELMWOOD AVENUE, Buffalo, NY 14201$200,000
-Consulting/project Funding Applications8036 DENNIS ROAD, Angola, NY 14006$194,085
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$700,000
Investment Income
$0
Other Revenue
$4,784
Change in Net Assets
$122,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$582,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$194,085$7,010-$201,095
Travel-$26,480-$26,480
Interest$15,336--$15,336
Fees for Services Accounting-$1,200-$1,200
Advertising-$500-$500
Other Expenses$170$1,470-$170
All Other Expenses-$100-$100
Office Expenses-$93-$93
Total Functional Expenses$543,533$39,153$0$582,686
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The foundation board does not have a committee acting on its behalf.”

Form 990, Part VI, Section B, Line 11

“The president of the foundation presents the form 990 to the board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, form 990 and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Tier Foundation Inc
EIN
13-4267938
Phone
7163663200
Address
715 CENTRAL AVENUE, DUNKIRK, NY 14048

Signing Officer

Name
Thomas J Whitney
Title
President
Phone
7163663200
Signed
2016-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Whitney
Formed
2003
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
John S Trussalo CPA Pc
Address
315 N MAIN ST 200, JAMESTOWN, NY 14701
Preparer
John Trussalo CPA
Phone
7164872910
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting - project applications: program service expenses 194,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 194,085. Audit and tax prep fees: program service expenses 0. Management and general expenses 7,010. Fundraising expenses 0. Total expenses 7,010.”

Financial Statement Notes

PART X, LINE 2:

“The foundation's form 990, return of organization exempt from income tax, for the years ended june 30, 2016, 2015, and 2014 are subject to examination by the internal revenue service, generally for three years after they were filed.”

Raw XML Appendix355 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED JUNE 30, 2016, 2015, AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BOARD DOES NOT HAVE A COMMITTEE ACTING ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE FOUNDATION PRESENTS THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING - PROJECT APPLICATIONS: PROGRAM SERVICE EXPENSES 194,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,085. AUDIT AND TAX PREP FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,010.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01405747
IRS990/TotalAssetsEOYAmt01378897
IRS990/TotalAssetsGrp/BOYAmt01405747
IRS990/TotalAssetsGrp/EOYAmt01378897
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039153
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0543533
IRS990/TotalFunctionalExpensesGrp/TotalAmt0582686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0720853
IRS990/TotalLiabilitiesEOYAmt0571905
IRS990/TotalLiabilitiesGrp/BOYAmt0720853
IRS990/TotalLiabilitiesGrp/EOYAmt0571905
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0684894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0806992
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0543533
IRS990/TotalProgramServiceRevenueAmt0700000
IRS990/TotalReportableCompFromOrgAmt01200
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0704784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0704784
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01405747
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378897
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt026480
IRS990/TravelGrp/TotalAmt026480
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0684894
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0806992
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0321433
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0251885
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0715 CENTRAL AVENUE
IRS990/USAddress/CityNm0DUNKIRK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014048
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07163663200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN TIER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0134267938
ReturnHeader/Filer/PhoneNum07163663200
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 CENTRAL AVENUE
ReturnHeader/Filer/USAddress/CityNm0DUNKIRK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014048
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161506673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN S TRUSSALO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 N MAIN ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JAMESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014701
ReturnHeader/PreparerPersonGrp/PhoneNum07164872910
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TRUSSALO CPA
ReturnHeader/ReturnTs02016-12-19T13:51:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,378,897
Liabilities
$571,905
Net assets
$806,992
Revenue
$704,784
Expenses
$582,686
Net income
$122,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.20$0.35$0.20$0.16$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.24$0.31$0.15$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.25$0.30$0.17$0.71$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.28$0.84$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.28$0.89$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.28$0.88$0.18$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.38$0.93$0.23$0.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.18$0.95$1.42$1.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.52$0.91$0.38$0.28$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.57$0.81$0.70$0.58$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.72$0.68$0.29$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.51$0.68$0.68$0.67$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.40$0.67$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.56$0.66$0.54
2011Summary only. Only limited summary data is available for this year.$0.57$0.50$0.07$0.80$0.76$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.51$0.03$0.27$0.27$0.01