Civic Intelligence

Agma Relief Fund

990 • Fiscal year 2019 • EIN 13-6155701

Oct 01, 2018 to Sep 30, 2019 • Filed on May 24, 2020

1430 BroadwayNew York, NY 10018

(212) 265-3687

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.40x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-8.0%

Higher net margin than 17% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-5.9%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,759,920

Up $15,346 (+0.9%) from 2018

Net Assets

Up

$1,719,786

Up $13,203 (+0.8%) from 2018

Liabilities

Up

$40,134

Up $2,143 (+5.6%) from 2018

Revenue

Down

$99,815

Down $6,261 (-5.9%) from 2018

Expenses

Up

$107,837

Up $10,169 (+10%) from 2018

Net Income

Down

-$8,022

Down $16,430 (-195%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,071,642Liabilities 2010: $26,908Net Assets 2010: $1,044,7342010Assets 2011: $1,086,316Liabilities 2011: $28,632Net Assets 2011: $1,057,6842011Assets 2012: $1,243,566Liabilities 2012: $30,235Net Assets 2012: $1,213,3312012Assets 2013: $1,319,704Liabilities 2013: $26,280Net Assets 2013: $1,293,4242013Assets 2014: $1,389,905Liabilities 2014: $29,462Net Assets 2014: $1,360,4432014Assets 2015: $1,358,676Liabilities 2015: $34,328Net Assets 2015: $1,324,3482015Assets 2016: $1,426,327Liabilities 2016: $35,084Net Assets 2016: $1,391,2432016Assets 2017: $1,624,053Liabilities 2017: $45,713Net Assets 2017: $1,578,3402017Assets 2018: $1,744,574Liabilities 2018: $37,991Net Assets 2018: $1,706,5832018Assets 2019: $1,759,920Liabilities 2019: $40,134Net Assets 2019: $1,719,7862019Assets 2020: $2,039,111Liabilities 2020: $70,575Net Assets 2020: $1,968,5362020Assets 2021: $2,325,318Liabilities 2021: $48,362Net Assets 2021: $2,276,9562021Assets 2022: $2,031,353Liabilities 2022: $99,919Net Assets 2022: $1,931,4342022Assets 2023: $2,088,939Liabilities 2023: $76,157Net Assets 2023: $2,012,7822023Assets 2024: $2,471,760Liabilities 2024: $100,757Net Assets 2024: $2,371,0032024

Highlighted filing

2019

Assets$1,759,920
Liabilities$40,134
Net Assets$1,719,786

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $95,6862010Revenue 2011: $130,799Expenses 2011: $97,406Net Income 2011: $33,3932011Revenue 2012: $167,495Expenses 2012: $101,536Net Income 2012: $65,9592012Revenue 2013: $650,858Expenses 2013: $92,318Net Income 2013: $558,5402013Revenue 2014: $123,974Expenses 2014: $98,057Net Income 2014: $25,9172014Revenue 2015: $174,440Expenses 2015: $109,205Net Income 2015: $65,2352015Revenue 2016: $98,776Expenses 2016: $104,833Net Income 2016: -$6,0572016Revenue 2017: $408,504Expenses 2017: $105,674Net Income 2017: $302,8302017Revenue 2018: $106,076Expenses 2018: $97,668Net Income 2018: $8,4082018Revenue 2019: $99,815Expenses 2019: $107,837Net Income 2019: -$8,0222019Revenue 2020: $1,060,555Expenses 2020: $985,378Net Income 2020: $75,1772020Revenue 2021: $1,042,434Expenses 2021: $959,773Net Income 2021: $82,6612021Revenue 2022: $237,294Expenses 2022: $127,575Net Income 2022: $109,7192022Revenue 2023: $163,858Expenses 2023: $164,423Net Income 2023: -$5652023Revenue 2024: $177,943Expenses 2024: $188,077Net Income 2024: -$10,1342024

Highlighted filing

2019

Revenue$99,815
Expenses$107,837
Net Income-$8,022
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 24, 2020
Return Version
2018v3.1
Gross Receipts
$228,511
Mission and Program Overview

Mission

To provide assistance to members of agma who are needy, aged or infirm, and for the purpose of career retraining for members of agma who terminate their active careers as performers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,363,435$1,418,887▲ $55,452
Savings and Temporary Cash Investments$361,771$322,123▼ $39,648
Accounts Receivable$16,000$17,000▲ $1,000
Total Assets$1,744,574$1,759,920▲ $15,346
Other Assets Total$3,368$1,910▼ $1,458
Liabilities
Accounts Payable and Accrued Expenses$37,991$40,134▲ $2,143
Total Liabilities$37,991$40,134▲ $2,143
Net Assets / Fund Balance
Unrestricted Net Assets$1,706,583$1,719,786▲ $13,203
Total Net Assets Fund Balance$1,706,583$1,719,786▲ $13,203
Total Liabilities and Net Assets / Fund Balance$1,744,574$1,759,920▲ $15,346
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ray MenardChair
James OdomFormer Chair
Gerry AngelFormer Trustee
Paul SackettFormer Trustee
Bruce DonnellTrustee
Candace ItowTrustee
Daniel DuellTrustee
Gerald OtteTrustee
J Austin BitnerTrustee
John ColemanTrustee
Len EgertTrustee
Linda MaysTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$62,745
Program Service Revenue
$0
Investment Income
$37,070
Other Revenue
$0
All Other Contributions
$59,790
Change in Net Assets
$-8,022

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,042
Revenue Not Reported on Financial Statements
$15,773
Revenue Not Reported on Form 990
$21,225
Total Revenue per Audited Statements
$105,267
Total Revenue per Form 990
$99,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,157
Grants and Similar Amounts Paid$28,680
Total Fundraising Expense$4,694
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$38,247$1,753-$40,000
Grants to Domestic Individuals$28,680--$28,680
Fees for Services Accounting$16,200$900$900$18,000
Fees for Service Investment Mgmnt Fees-$15,773-$15,773
Office Expenses-$1,590$3,794$5,384
Total Functional Expenses$83,127$20,016$4,694$107,837

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$107,837
Expenses per Audited Statements$92,064
Total Expenses per Audited Statements$92,064
Expenses Not Reported on Financial Statements$15,773
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
No
Audit committee
Yes
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 fund does not have a committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the officers and the board of trustees of the fund.

Form 990, Part VI, Section C, Line 19

The fund makes its governing documents and financial statements available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Agma Relief Fund
EIN
13-6155701
Phone
2122653687
Address
1430 BROADWAY, NEW YORK, NY 10018

Signing Officer

Name
Ray Menard
Title
Chair
Phone
2122653687
Signed
2020-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ray Menard
Formed
1960
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Buchbinder Tunick & Co Llp
Address
ONE PENN PLAZA - SUITE 3500, NEW YORK, NY 10119-3601
Preparer
Greg Auteri CPA
Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Item 2C

The fund's process for oversseing the audit of its financial statements and its selection of an independent auditor has not changed from the prior year.

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt074619
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0216947
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017771
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66740
IRS990ScheduleA/PublicSupportPY170Pct00.66980
IRS990ScheduleA/PublicSupportTotal170Amt0435375
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0142210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt069639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt095983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0435375
IRS990ScheduleA/TotalSupportAmt0652322
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015773
IRS990ScheduleD/ExpensesSubtotalAmt092064
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015773
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015773
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021225
IRS990ScheduleD/RevenueNotReportedAmt021225
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015773
IRS990ScheduleD/RevenueSubtotalAmt084042
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0107837
IRS990ScheduleD/TotalRevenuePerForm990Amt099815
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0105267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt092064
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028680
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE PROVIDED TO NEEDY MEMBERS THROUGH THE ACTOR'S FUND.
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE OFFICERS AND THE BOARD OF TRUSTEES OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S PROCESS FOR OVERSSEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, ITEM 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01744574
IRS990/TotalAssetsEOYAmt01759920
IRS990/TotalAssetsGrp/BOYAmt01744574
IRS990/TotalAssetsGrp/EOYAmt01759920
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt062745
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04694
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020016
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083127
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt037991
IRS990/TotalLiabilitiesEOYAmt040134
IRS990/TotalLiabilitiesGrp/BOYAmt037991
IRS990/TotalLiabilitiesGrp/EOYAmt040134
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01706583
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01719786
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt083127
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037070
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099815
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01744574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01759920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01706583
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01719786
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01430 BROADWAY 14TH FL
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010018
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY MENARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02122653687
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGMA RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0AGMA
ReturnHeader/Filer/EIN0136155701
ReturnHeader/Filer/PhoneNum02122653687
ReturnHeader/Filer/USAddress/AddressLine1Txt01430 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05524639FBF68C09EE315A92609141BE2B23F1C15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081D33504B53BA3082261EFB319CDE7FC38FE9D39
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.99.80.132
ReturnHeader/FilingSecurityInformation/IPDt02020-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:57:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131578842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA - SUITE 3500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101193601
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG AUTERI CPA
ReturnHeader/ReturnTs02020-06-08T13:35:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.10$2.37$0.18$0.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.08$2.01$0.16$0.16$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.10$1.93$0.24$0.13$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.05$2.28$1.04$0.96$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.07$1.97$1.06$0.99$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.04$1.72$0.10$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.04$1.71$0.11$0.10$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.05$1.58$0.41$0.11$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.04$1.39$0.10$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.03$1.32$0.17$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$1.39$0.03$1.36$0.12$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$1.32$0.03$1.29$0.65$0.09$0.56
2012Summary only. Only limited summary data is available for this year.$1.24$0.03$1.21$0.17$0.10$0.07
2011Summary only. Only limited summary data is available for this year.$1.09$0.03$1.06$0.13$0.10$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.03$1.04$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits