Civic Intelligence

Agma Relief Fund

990 • Fiscal year 2022 • EIN 13-6155701

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 02, 2023

305 Seventh AvenueNew York, NY 10001

(212) 265-3687

Siviq Scores

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

Liabilities / Assets

37th percentile

0.05x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.42x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2022 filings • NTEE P • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,031,353

Down $293,965 (-13%) from 2021

Net Assets

Down

$1,931,434

Down $345,522 (-15%) from 2021

Liabilities

Up

$99,919

Up $51,557 (+107%) from 2021

Revenue

Down

$237,294

Down $805,140 (-77%) from 2021

Expenses

Down

$127,575

Down $832,198 (-87%) from 2021

Net Income

Up

$109,719

Up $27,058 (+33%) from 2021

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

2022

Assets$2,031,353
Liabilities$99,919
Net Assets$1,931,434

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

2022

Revenue$237,294
Expenses$127,575
Net Income$109,719
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 2, 2023
Return Version
2021v4.2
Gross Receipts
$727,600
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$1,703,910$1,516,640▼ $187,270
Savings and Temporary Cash Investments$611,875$505,213▼ $106,662
Total Assets$2,325,318$2,031,353▼ $293,965
Other Assets Total$9,533$9,500▼ $33
Liabilities
Accounts Payable and Accrued Expenses$48,362$99,919▲ $51,557
Total Liabilities$48,362$99,919▲ $51,557
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,276,956$1,931,434▼ $345,522
Total Net Assets Fund Balance$2,276,956$1,931,434▼ $345,522
Total Liabilities and Net Assets / Fund Balance$2,325,318$2,031,353▼ $293,965
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ray MenardChair
Sam WheelerExecutive Director
Len EgertFormer Executive Director
Bruce DonnellTrustee
Candace ItowTrustee
Daniel DuellTrustee
Gerald OtteTrustee
John ColemanTrustee
Linda MaysTrustee
J Austin BitnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,845
Program Service Revenue
$0
Investment Income
$157,449
Other Revenue
$0
All Other Contributions
$79,845
Change in Net Assets
$109,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$215,706
Revenue Not Reported on Financial Statements
$21,588
Revenue Not Reported on Form 990
$-455,241
Total Revenue per Audited Statements
$-239,535
Total Revenue per Form 990
$237,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,217
Grants and Similar Amounts Paid$42,358
Total Fundraising Expense$4,035
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,358--$42,358
Other Expenses$38,843$1,157-$40,000
Fees for Service Investment Mgmnt Fees-$21,588-$21,588
Fees for Services Accounting$16,800$3,150$1,050$21,000
Office Expenses-$-356$2,985$2,629
Total Functional Expenses$98,001$25,539$4,035$127,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$127,575
Expenses per Audited Statements$105,987
Total Expenses per Audited Statements$105,987
Expenses Not Reported on Financial Statements$21,588
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
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 35% controlled entity
No
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
305 SEVENTH AVENUE, NEW YORK, NY 10001

Signing Officer

Name
J Austin Bitner
Title
Treasurer
Phone
2122653687
Signed
2023-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Austin Bitner
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 3200, NEW YORK, NY 10119-0002
Preparer
Greg Auteri CPA
Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part III, Item 2C

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

Financial Statement Notes

PART X, LINE 2:

The fund is exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code. The fund files an annual form 990, return of organization exempt from income tax, with the internal revenue service (the "irs"). At september 30, 2021, the fund's form 990s for the years ended 2018 through 2021 remain eligible for examination by the irs.

Raw XML Appendix383 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/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02221376
IRS990ScheduleA/TotalSupportAmt02421791
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/ExpensesNotRptFinclStmtAmt021588
IRS990ScheduleD/ExpensesSubtotalAmt0105987
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021588
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021588
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-455241
IRS990ScheduleD/RevenueNotReportedAmt0-455241
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt021588
IRS990ScheduleD/RevenueSubtotalAmt0215706
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND FILES AN ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE (THE "IRS"). AT SEPTEMBER 30, 2021, THE FUND'S FORM 990S FOR THE YEARS ENDED 2018 THROUGH 2021 REMAIN ELIGIBLE FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0127575
IRS990ScheduleD/TotalRevenuePerForm990Amt0237294
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-239535
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0105987
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt042358
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE PROVIDED TO NEEDY MEMBERS THROUGH THE ACTOR'S FUND.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt056
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 OVERSEEING 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 III, ITEM 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02325318
IRS990/TotalAssetsEOYAmt02031353
IRS990/TotalAssetsGrp/BOYAmt02325318
IRS990/TotalAssetsGrp/EOYAmt02031353
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079845
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04035
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098001
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048362
IRS990/TotalLiabilitiesEOYAmt099919
IRS990/TotalLiabilitiesGrp/BOYAmt048362
IRS990/TotalLiabilitiesGrp/EOYAmt099919
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02276956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01931434
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098001
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0157449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237294
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02325318
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02031353
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0305 SEVENTH AVENUE
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010001
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J AUSTIN BITNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02122653687
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGMA RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0AGMA
ReturnHeader/Filer/EIN0136155701
ReturnHeader/Filer/PhoneNum02122653687
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 SEVENTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131578842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA - SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101190002
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG AUTERI CPA
ReturnHeader/ReturnTs02023-08-11T08:29:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AUSTIN BITNER
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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