Civic Intelligence

Southern Tier Foundation Inc.

990 • Fiscal year 2017 • EIN 13-4267938

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

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

74th percentile

0.37x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$1,200

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,430,301

Up $51,404 (+3.7%) from 2016

Net Assets

Up

$906,839

Up $99,847 (+12%) from 2016

Liabilities

Down

$523,462

Down $48,443 (-8.5%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin82nd percentile

Revenue

Down

$375,148

Down $329,636 (-47%) from 2016

Expenses

Down

$275,301

Down $307,385 (-53%) from 2016

Net Income

Down

$99,847

Down $22,251 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$1,430,301
Liabilities$523,462
Net Assets$906,839
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$375,148
Expenses$275,301
Net Income$99,847
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$375,148
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$316,568$681,568▲ $365,000
Cash and Non-Interest-Bearing Accounts$36,829$170,553▲ $133,724
Other Notes and Loans Receivable, Net$289,411$102,610▼ $186,801
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,378,897$1,430,301▲ $51,404
Other Assets Total$736,089$475,570▼ $260,519
Liabilities
Mortgage Notes Payable Secured by Investment Property$320,020$290,020▼ $30,000
Unsecured Notes Loans Payable$251,885$230,292▼ $21,593
Accounts Payable and Accrued Expenses$0$3,150▲ $3,150
Total Liabilities$571,905$523,462▼ $48,443
Net Assets / Fund Balance
Unrestricted Net Assets$806,992$906,839▲ $99,847
Total Net Assets Fund Balance$806,992$906,839▲ $99,847
Total Liabilities and Net Assets / Fund Balance$1,378,897$1,430,301▲ $51,404

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,171$9,171
Other Assets Org$475,570--
Compensation and Service Providers
Top Officer Pay36th 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
Steve Ald EsquireConsulting/project Funding Applications8036 DENNIS ROAD, Angola, NY 14006$139,252
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$375,148
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$99,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,301
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$139,252$3,150-$142,402
Travel-$22,882-$22,882
Interest$11,493--$11,493
Fees for Services Accounting-$1,200-$1,200
Other Expenses$130$225-$130
All Other Expenses-$100-$100
Total Functional Expenses$244,599$30,702$0$275,301
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 11B

“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
2017-10-30
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 139,252. Management and general expenses 0. Fundraising expenses 0. Total expenses 139,252. Compilation and tax preparation: program service expenses 0. Management and general expenses 3,150. Fundraising expenses 0. Total expenses 3,150.”

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, 2017, 2016, and 2015 are subject to examination by the internal revenue service, generally for three years after they were filed.”

Raw XML Appendix343 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, 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
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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 139,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,252. COMPILATION AND TAX PREPARATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01378897
IRS990/TotalAssetsEOYAmt01430301
IRS990/TotalAssetsGrp/BOYAmt01378897
IRS990/TotalAssetsGrp/EOYAmt01430301
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030702
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0244599
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275301
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0571905
IRS990/TotalLiabilitiesEOYAmt0523462
IRS990/TotalLiabilitiesGrp/BOYAmt0571905
IRS990/TotalLiabilitiesGrp/EOYAmt0523462
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0806992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0906839
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0244599
IRS990/TotalProgramServiceRevenueAmt0375148
IRS990/TotalReportableCompFromOrgAmt01200
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0375148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375148
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01378897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01430301
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt022882
IRS990/TravelGrp/TotalAmt022882
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0806992
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0906839
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0251885
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0230292
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DUNKIRK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014048
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07163663200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098C4AF15752559D1523E157133835B5D11294375
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098C4AF15752559D1523E157133835B5D11294375
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.66.125.121
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:53:20
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/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TRUSSALO CPA
ReturnHeader/ReturnTs02018-01-15T10:28:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,430,301
Liabilities
$523,462
Net assets
$906,839
Revenue
$375,148
Expenses
$275,301
Net income
$99,847
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