Civic Intelligence

Plattsburgh Alumni Association State University of New York Inc.

990 • Fiscal year 2016 • EIN 14-1455275

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 23, 2016

113 Hawkins HallPlattsburgh, NY 12901

(518) 564-2090

Siviq Scores

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

Liabilities / Assets

78th percentile

0.05x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.12x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.8%

Higher net margin than 42% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE B • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-0.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • NTEE B • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$430,679

Down $2,886 (-0.7%) from 2015

Net Assets

Down

$410,090

Down $2,551 (-0.6%) from 2015

Liabilities

Down

$20,589

Down $335 (-1.6%) from 2015

Revenue

Down

$171,496

Down $9,903 (-5.5%) from 2015

Expenses

Down

$170,094

Down $3,564 (-2.1%) from 2015

Net Income

Down

$1,402

Down $6,339 (-82%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $357,782Liabilities 2011: $3,427Net Assets 2011: $354,3552011Assets 2012: $371,614Liabilities 2012: $6,574Net Assets 2012: $365,0402012Assets 2013: $385,081Liabilities 2013: $8,454Net Assets 2013: $376,6272013Assets 2014: $426,876Liabilities 2014: $16,133Net Assets 2014: $410,7432014Assets 2015: $433,565Liabilities 2015: $20,924Net Assets 2015: $412,6412015Assets 2016: $430,679Liabilities 2016: $20,589Net Assets 2016: $410,0902016Assets 2017: $467,029Liabilities 2017: $37,650Net Assets 2017: $429,3792017Assets 2018: $476,587Liabilities 2018: $25,229Net Assets 2018: $451,3582018Assets 2019: $471,195Liabilities 2019: $15,297Net Assets 2019: $455,8982019Assets 2020: $487,935Liabilities 2020: $90Net Assets 2020: $487,8452020Assets 2021: $608,050Liabilities 2021: $40Net Assets 2021: $608,0102021Assets 2022: $571,033Liabilities 2022: $7,402Net Assets 2022: $563,6312022Assets 2023: $623,107Liabilities 2023: $4,159Net Assets 2023: $618,9482023Assets 2024: $675,208Liabilities 2024: $7,606Net Assets 2024: $667,6022024Assets 2025: $715,867Liabilities 2025: $3,482Net Assets 2025: $712,3852025

Highlighted filing

2016

Assets$430,679
Liabilities$20,589
Net Assets$410,090

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $142,4612011Expenses 2012: $157,8762012Revenue 2013: $175,507Expenses 2013: $176,681Net Income 2013: -$1,1742013Revenue 2014: $202,581Expenses 2014: $158,351Net Income 2014: $44,2302014Revenue 2015: $181,399Expenses 2015: $173,658Net Income 2015: $7,7412015Revenue 2016: $171,496Expenses 2016: $170,094Net Income 2016: $1,4022016Revenue 2017: $184,834Expenses 2017: $180,883Net Income 2017: $3,9512017Revenue 2018: $168,664Expenses 2018: $151,879Net Income 2018: $16,7852018Revenue 2019: $159,125Expenses 2019: $157,472Net Income 2019: $1,6532019Revenue 2020: $122,929Expenses 2020: $122,166Net Income 2020: $7632020Revenue 2021: $268,106Expenses 2021: $94,773Net Income 2021: $173,3332021Revenue 2022: $118,776Expenses 2022: $105,676Net Income 2022: $13,1002022Revenue 2023: $142,116Expenses 2023: $109,816Net Income 2023: $32,3002023Revenue 2024: $142,077Expenses 2024: $131,818Net Income 2024: $10,2592024Revenue 2025: $144,002Expenses 2025: $137,029Net Income 2025: $6,9732025

Highlighted filing

2016

Revenue$171,496
Expenses$170,094
Net Income$1,402
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 23, 2016
Return Version
2015v2.1
Gross Receipts
$406,957
Mission and Program Overview

Mission

The organization was formed for the purpose of advancing the interest and welfare of the state university college at plattsburgh, its faculty, students, and alumni through its collections of dues and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$234,708$235,248▲ $540
Cash and Non-Interest-Bearing Accounts$182,802$179,709▼ $3,093
Total Assets$433,565$430,679▼ $2,886
Other Assets Total$16,055$15,722▼ $333
Liabilities
Accounts Payable and Accrued Expenses$14,776$14,233▼ $543
Deferred Revenue$6,148$6,356▲ $208
Total Liabilities$20,924$20,589▼ $335
Net Assets / Fund Balance
Unrestricted Net Assets$412,641$410,090▼ $2,551
Total Net Assets Fund Balance$412,641$410,090▼ $2,551
Total Liabilities and Net Assets / Fund Balance$433,565$430,679▼ $2,886
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$145,235
Program Service Revenue
$19,449
Investment Income
$6,812
Other Revenue
$0
Change in Net Assets
$1,402

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,496
Revenue Not Reported on Form 990
$-3,953
Total Revenue per Audited Statements
$167,543
Total Revenue per Form 990
$171,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,094
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
All Other Expenses$19,723$15,690-$35,413
Other Expenses$11,622$1,537-$13,159
Travel$10,771$38-$10,809
Fees for Services Accounting-$4,000-$4,000
Insurance-$2,951-$2,951
Office Expenses$9$539-$548
Advertising$218--$218
Total Functional Expenses$84,139$85,955$0$170,094

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$170,094
Total Expenses per Audited Statements$170,094
Total Expenses per Form 990$170,094
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
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, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Plattsburgh Alumni Association Suny
EIN
14-1455275
Phone
5185642090
Address
113 HAWKINS HALL, PLATTSBURGH, NY 12901

Signing Officer

Name
Joanne Nelson
Title
Executive Director
Phone
5185642090
Signed
2016-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane M Austin
Formed
1959
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Boulrice & Wood Cpas Pc
Address
4549 STATE ROUTE 9, PLATTSBURGH, NY 12901-6028
Preparer
Stephen P Wood CPA
Phone
5185613790
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To maximize use of abundant resources of the college's alumni- including their talents, services, and financial assistance- toward the attainment of the college's educational, literary, scientific, charitable, and benevolent purposes.

Form 990, Part IX, Line 24E

Online community 0 10,000 0 alumni grants 7,500 0 0 program support 6,327 0 0 apparel 2,008 525 0 investment fees 0 2,319 0 supplies 1,766 15 0 sponsorship 1,600 100 0 telephone 0 1,360 0 meeting expense 104 1,239 0 miscellaneous 372 32 0 nys filing fees 0 100 0 equipment rental 46 0 0

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010952
IRS990/PYOtherExpensesAmt0173658
IRS990/PYProgramServiceRevenueAmt019562
IRS990/PYRevenuesLessExpensesAmt07741
IRS990/PYTotalExpensesAmt0173658
IRS990/PYTotalRevenueAmt0181399
IRS990/ReconcilationRevenueExpnssAmt01402
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0164684
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0145235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0162074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0155028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0763887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02662
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036435
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019449
IRS990ScheduleA/PublicSupportCY170Pct00.95450
IRS990ScheduleA/PublicSupportPY170Pct00.96740
IRS990ScheduleA/PublicSupportTotal170Amt0763887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0145235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0162074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0155028
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0763887
IRS990ScheduleA/TotalSupportAmt0800322
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0170094
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3953
IRS990ScheduleD/RevenueNotReportedAmt0-3953
IRS990ScheduleD/RevenueSubtotalAmt0171496
IRS990ScheduleD/TotalExpensesPerForm990Amt0170094
IRS990ScheduleD/TotalRevenuePerForm990Amt0171496
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0167543
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0170094
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO MAXIMIZE USE OF ABUNDANT RESOURCES OF THE COLLEGE'S ALUMNI- INCLUDING THEIR TALENTS, SERVICES, AND FINANCIAL ASSISTANCE- TOWARD THE ATTAINMENT OF THE COLLEGE'S EDUCATIONAL, LITERARY, SCIENTIFIC, CHARITABLE, AND BENEVOLENT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ONLINE COMMUNITY 0 10,000 0 ALUMNI GRANTS 7,500 0 0 PROGRAM SUPPORT 6,327 0 0 APPAREL 2,008 525 0 INVESTMENT FEES 0 2,319 0 SUPPLIES 1,766 15 0 SPONSORSHIP 1,600 100 0 TELEPHONE 0 1,360 0 MEETING EXPENSE 104 1,239 0 MISCELLANEOUS 372 32 0 NYS FILING FEES 0 100 0 EQUIPMENT RENTAL 46 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0433565
IRS990/TotalAssetsEOYAmt0430679
IRS990/TotalAssetsGrp/BOYAmt0433565
IRS990/TotalAssetsGrp/EOYAmt0430679
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0145235
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085955
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084139
IRS990/TotalFunctionalExpensesGrp/TotalAmt0170094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020924
IRS990/TotalLiabilitiesEOYAmt020589
IRS990/TotalLiabilitiesGrp/BOYAmt020924
IRS990/TotalLiabilitiesGrp/EOYAmt020589
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0412641
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0410090
IRS990/TotalProgramServiceExpensesAmt084139
IRS990/TotalProgramServiceRevenueAmt019449
IRS990/TotalRevenueGrp/ExclusionAmt012617
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171496
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0433565
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0430679
IRS990/TravelGrp/ManagementAndGeneralAmt038
IRS990/TravelGrp/ProgramServicesAmt010771
IRS990/TravelGrp/TotalAmt010809
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0412641
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0410090
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0113 HAWKINS HALL
IRS990/USAddress/CityNm0PLATTSBURGH
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012901
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.PLATTSBURGH.EDU/ALUMNI
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05185642090
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLATTSBURGH ALUMNI ASSOCIATION SUNY
ReturnHeader/Filer/BusinessNameControlTxt0PLAT
ReturnHeader/Filer/EIN0141455275
ReturnHeader/Filer/PhoneNum05185642090
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 HAWKINS HALL
ReturnHeader/Filer/USAddress/CityNm0PLATTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464094820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULRICE & WOOD CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04549 STATE ROUTE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLATTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0129016028
ReturnHeader/PreparerPersonGrp/PhoneNum05185613790
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN P WOOD CPA
ReturnHeader/ReturnTs02016-11-11T07:38:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.16$0.03$7.12$1.44$1.37$0.07
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.08$6.68$1.42$1.32$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.04$6.19$1.42$1.10$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.07$5.64$1.19$1.06$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$2.68$0.95$1.73
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.23$1.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.15$4.56$1.59$1.57$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.77$0.25$4.51$1.69$1.52$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.38$4.29$1.85$1.81$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.31$0.21$4.10$1.71$1.70$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.34$0.21$4.13$1.81$1.74$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.16$4.11$2.03$1.58$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.08$3.77$1.76$1.77$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.07$3.65$1.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.03$3.54$1.42