Civic Intelligence

Plattsburgh Alumni Association State University of New York Inc.

990 • Fiscal year 2020 • EIN 14-1455275

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 03, 2020

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

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-23%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$487,935

Up $16,740 (+3.6%) from 2019

Net Assets

Up

$487,845

Up $31,947 (+7.0%) from 2019

Liabilities

Down

$90

Down $15,207 (-99%) from 2019

Revenue

Down

$122,929

Down $36,196 (-23%) from 2019

Expenses

Down

$122,166

Down $35,306 (-22%) from 2019

Net Income

Down

$763

Down $890 (-54%) from 2019

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

2020

Assets$487,935
Liabilities$90
Net Assets$487,845

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

2020

Revenue$122,929
Expenses$122,166
Net Income$763
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$350,889
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$274,448$299,498▲ $25,050
Cash and Non-Interest-Bearing Accounts$176,998$165,531▼ $11,467
Prepaid Expenses and Deferred Charges$11,756$11,775▲ $19
Savings and Temporary Cash Investments$23$23→ $0
Total Assets$471,195$487,935▲ $16,740
Other Assets Total$7,970$11,108▲ $3,138
Liabilities
Other Liabilities$11,756--
Deferred Revenue$180--
Accounts Payable and Accrued Expenses$3,361$90▼ $3,271
Total Liabilities$15,297$90▼ $15,207
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$455,898$487,845▲ $31,947
Total Net Assets Fund Balance$455,898$487,845▲ $31,947
Total Liabilities and Net Assets / Fund Balance$471,195$487,935▲ $16,740
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$118,629
Program Service Revenue
$7,730
Investment Income
$-3,430
Other Revenue
$0
Change in Net Assets
$763

Audited Revenue Reconciliation

Revenue per Audited Statements
$120,223
Revenue Not Reported on Financial Statements
$2,706
Revenue Not Reported on Form 990
$157,661
Total Revenue per Audited Statements
$277,884
Total Revenue per Form 990
$122,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,166
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$12,934$643-$13,577
Other Expenses$10,000$11,756-$10,000
Fees for Services Accounting-$4,300-$4,300
Travel$3,451--$3,451
Insurance-$2,840-$2,840
Fees for Service Investment Mgmnt Fees-$2,706-$2,706
Office Expenses-$1,666-$1,666
Total Functional Expenses$44,413$77,753$0$122,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$245,935
Expenses Not Reported on Form 990$126,475
Total Expenses per Form 990$122,166
Expenses per Audited Statements$119,460
Expenses Not Reported on Financial Statements$2,706
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 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, 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
Anne Hansen
Title
VP of Instit. Advanc
Phone
5185642090
Signed
2020-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ashley Gambino
Formed
1959
Legal Domicile
Ny
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Boulrice & Wood Cpas Pc
Address
206 W BAY PLAZA, PLATTSBURGH, NY 12901-1786
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

Alumni grants 7,000 0 0 public relations 5,093 178 0 honorarium 650 0 0 meeting expense 0 335 0 apparel 101 0 0 miscellaneous 0 100 0 supplies 90 0 0 conferences 0 30 0 total 12,934 643 0

Form 990, Part XI, Line 9

ROUNDING -2

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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/ProgSrvcAccomActyOtherGrp/Desc0TO 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.
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IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0145235
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09149
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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/ExplanationTxt4ALUMNI GRANTS 7,000 0 0 PUBLIC RELATIONS 5,093 178 0 HONORARIUM 650 0 0 MEETING EXPENSE 0 335 0 APPAREL 101 0 0 MISCELLANEOUS 0 100 0 SUPPLIES 90 0 0 CONFERENCES 0 30 0 TOTAL 12,934 643 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122929
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0471195
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0487935
IRS990/TravelGrp/ProgramServicesAmt03451
IRS990/TravelGrp/TotalAmt03451
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0ALUMNI.PLATTSBURGH.EDU
IRS990/WhistleblowerPolicyInd0false

Document Assets

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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