Civic Intelligence

Westchestermid-Hudson Chapter Amer

990 • Fiscal year 2018 • EIN 13-6363084

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 06, 2019

PO Box 611Katonah, NY 10536

(914) 232-7240

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-6.5%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,823

Down $3,734 (-17%) from 2017

Net Assets

Down

$18,823

Down $28,013 (-60%) from 2017

Liabilities

Up

$0

Up $24,279 (+100%) from 2017

Revenue

Down

$154,081

Down $10,796 (-6.5%) from 2017

Expenses

Down

$148,889

Down $29,655 (-17%) from 2017

Net Income

Up

$5,192

Up $18,859 (+138%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $39,612Liabilities 2010: $5,914Net Assets 2010: $33,6982010Assets 2011: $3,812Liabilities 2011: $9,376Net Assets 2011: -$5,5642011Assets 2012: $226Liabilities 2012: $13,451Net Assets 2012: -$13,2252012Assets 2013: $27,466Liabilities 2013: $18,198Net Assets 2013: $9,2682013Assets 2014: $6,071Liabilities 2014: -$17,512Net Assets 2014: $23,5832014Assets 2015: $26,456Liabilities 2015: -$28,722Net Assets 2015: $55,1782015Assets 2016: $31,781Liabilities 2016: -$28,722Net Assets 2016: $60,5032016Assets 2017: $22,557Liabilities 2017: -$24,279Net Assets 2017: $46,8362017Assets 2018: $18,823Liabilities 2018: $0Net Assets 2018: $18,8232018Assets 2019: $12,933Liabilities 2019: $0Net Assets 2019: $12,9332019Assets 2020: $37,303Liabilities 2020: $0Net Assets 2020: $37,3032020Assets 2021: $59,397Liabilities 2021: $0Net Assets 2021: $59,3972021Assets 2022: $60,917Liabilities 2022: $0Net Assets 2022: $60,9172022Assets 2023: $40,405Liabilities 2023: $0Net Assets 2023: $40,4052023Assets 2024: $13,419Liabilities 2024: $0Net Assets 2024: $13,4192024

Highlighted filing

2018

Assets$18,823
Liabilities$0
Net Assets$18,823

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $202,6052010Expenses 2011: $204,1032011Expenses 2012: $158,2032012Revenue 2013: $151,371Expenses 2013: $128,878Net Income 2013: $22,4932013Revenue 2014: $163,369Expenses 2014: $131,037Net Income 2014: $32,3322014Revenue 2015: $171,536Expenses 2015: $149,602Net Income 2015: $21,9342015Revenue 2016: $162,076Expenses 2016: $156,751Net Income 2016: $5,3252016Revenue 2017: $164,877Expenses 2017: $178,544Net Income 2017: -$13,6672017Revenue 2018: $154,081Expenses 2018: $148,889Net Income 2018: $5,1922018Revenue 2019: $152,844Expenses 2019: $158,734Net Income 2019: -$5,8902019Revenue 2020: $165,823Expenses 2020: $141,453Net Income 2020: $24,3702020Revenue 2021: $174,620Expenses 2021: $152,526Net Income 2021: $22,0942021Revenue 2022: $157,321Expenses 2022: $155,801Net Income 2022: $1,5202022Revenue 2023: $160,297Expenses 2023: $180,809Net Income 2023: -$20,5122023Revenue 2024: $187,974Expenses 2024: $214,960Net Income 2024: -$26,9862024

Highlighted filing

2018

Revenue$154,081
Expenses$148,889
Net Income$5,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 6, 2019
Return Version
2018v3.1
Gross Receipts
$154,081
Mission and Program Overview

Mission

To provide members with sound professional information through meetings, seminars, continuing education and newsletters and to promote the profession of architectcure as a whole.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$20,600$11,634▼ $8,966
Cash and Non-Interest-Bearing Accounts-$5,691-
Land, Buildings, and Equipment, Net$1,997$1,498▼ $499
Accounts Receivable$-40--
Total Assets$22,557$18,823▼ $3,734
Liabilities
Other Liabilities$4,483--
Accounts Payable and Accrued Expenses$4,443--
Total Liabilities$8,926$0▼ $8,926
Net Assets / Fund Balance
Unrestricted Net Assets$13,631$18,823▲ $5,192
Total Net Assets Fund Balance$13,631$18,823▲ $5,192
Total Liabilities and Net Assets / Fund Balance$22,557$18,823▼ $3,734

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,498$18,270$19,768
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard TorresPresident
Jaclyn TylerPresident Elect
Dion MillerAssociate Director
Megan OgradyAssociate Director
Jc CalderonDirector
John CutsumpusDirector
Katie Z ChevalierDirector
Nicholas ViazzoDirector
Valerie BrownExceutive Director
Teresa MarboeSecretary
Kimberly MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,081
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75,617
Change in Net Assets
$5,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,867
Other Expenses$38,022
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$45,506$45,506-$91,012
Other Expenses-$15,212-$15,212
Office Expenses-$10,613-$10,613
Other Employee Benefits$8,781--$8,781
Payroll Taxes$3,984$3,984-$7,968
Insurance-$3,888-$3,888
Pension Plan Contributions$3,106--$3,106
Fees for Services Accounting$2,100--$2,100
Fees for Services Other$710--$710
Depreciation Depletion-$499-$499
Total Functional Expenses$64,187$84,702$0$148,889
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

All board members have access to review the form 990 at any time. Form 990 is reviewed by the board before it is filed.

Other officer or key employee compensation Part VI line 15B

An annual compnesation review is performed every year in decemeber

Governing documents etc available to public Part VI line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Westchestermid-hudson Chapter Amer
EIN
13-6363084
Address
PO BOX 611, KATONAH, NY 10536

Signing Officer

Name
Michael Berta
Title
President
Phone
9142327240
Signed
2019-02-06
Discuss with paid preparer
No

Organization Details

Formed
1936
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
De Ramon & Co CPA
Address
55 OLD TURNPIKE RD STE 305, Nanuet, NY 10954
Preparer
Ronald De Ramon CPA
Phone
8453545555
Raw XML Appendix340 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS HAVE ACCESS TO REVIEW THE FORM 990 AT ANY TIME. FORM 990 IS REVIEWED BY THE BOARD BEFORE IT IS FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0154081
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084702
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064187
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148889
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08926
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013631
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018823
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154081
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018823
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BERTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142327240
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTCHESTERMID-HUDSON CHAPTER AMER
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 611
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01D97346A79341B10FAA6002323D01F023846C1F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D97346A79341B10FAA6002323D01F023846C1F5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02649972019267fqse0s3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.22.76.250
ReturnHeader/FilingSecurityInformation/IPDt02019-09-24
ReturnHeader/FilingSecurityInformation/IPTm013:24:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DE RAMON & CO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 OLD TURNPIKE RD STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nanuet
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010954
ReturnHeader/PreparerPersonGrp/PhoneNum08453545555
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD DE RAMON CPA
ReturnHeader/ReturnTs02019-09-24T13:23:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.88$2.15$0.27
2023Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$1.60$1.81$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.57$1.56$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$1.75$1.53$0.22
2020Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$1.66$1.41$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.53$1.59$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.54$1.49$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.24$0.47$1.65$1.79$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.29$0.61$1.62$1.57$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.29$0.55$1.72$1.50$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.18$0.24$1.63$1.31$0.32
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.18$0.09$1.51$1.29$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.13$0.13$1.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.09$0.06$2.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.06$0.34$2.03