Civic Intelligence

Dutchess County Bar Association

990EZ • Fiscal year 2015 • EIN 14-1629189

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 28, 2016

Organization ProfileWWW.DUTCHESSCOUNTYBAR.ORG
PO Box 4865Poughkeepsie, NY 12602-4865

(845) 473-2488

Siviq Scores

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

Liabilities / Assets

65th percentile

0.04x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$45,675

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

38th percentile

-2.7%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$53,369

Down $1,469 (-2.7%) from 2014

Net Assets

Down

$51,243

Down $3,595 (-6.6%) from 2014

Liabilities

$2,126

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin32nd percentile

Revenue

Down

$94,686

Down $18,287 (-16%) from 2014

Expenses

Down

$98,281

Down $15,208 (-13%) from 2014

Net Income

Down

-$3,595

Down $3,079 (-597%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$100K$50K$0Assets 2011: $65,068Liabilities 2011: $1,4202011Assets 2012: $70,169Liabilities 2012: $2,0802012Assets 2013: $53,699Liabilities 2013: $1,739Net Assets 2013: $51,9602013Assets 2014: $54,838Net Assets 2014: $54,8382014Assets 2015: $53,369Liabilities 2015: $2,126Net Assets 2015: $51,2432015Assets 2016: $35,969Liabilities 2016: $2,126Net Assets 2016: $33,8432016Assets 2017: $50,271Liabilities 2017: $3,257Net Assets 2017: $47,0142017Assets 2018: $51,356Liabilities 2018: $3,257Net Assets 2018: $48,0992018Assets 2019: $60,563Liabilities 2019: $3,117Net Assets 2019: $57,4462019Assets 2020: $47,540Liabilities 2020: $1,756Net Assets 2020: $45,7842020Assets 2021: $62,895Liabilities 2021: $1,756Net Assets 2021: $61,1392021Assets 2022: $65,731Liabilities 2022: $4,148Net Assets 2022: $61,5832022Assets 2023: $99,776Liabilities 2023: $9,095Net Assets 2023: $90,6812023Assets 2024: $52,093Liabilities 2024: $1,278Net Assets 2024: $50,8152024

Highlighted filing

2015

Assets$53,369
Liabilities$2,126
Net Assets$51,243
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $123,530Expenses 2011: $112,326Net Income 2011: $11,2042011Revenue 2012: $97,106Expenses 2012: $92,665Net Income 2012: $4,4412012Revenue 2013: $83,767Expenses 2013: $99,896Net Income 2013: -$16,1292013Revenue 2014: $112,973Expenses 2014: $113,489Net Income 2014: -$5162014Revenue 2015: $94,686Expenses 2015: $98,281Net Income 2015: -$3,5952015Revenue 2016: $95,870Expenses 2016: $113,270Net Income 2016: -$17,4002016Revenue 2017: $110,415Expenses 2017: $102,274Net Income 2017: $8,1412017Revenue 2018: $94,001Expenses 2018: $92,916Net Income 2018: $1,0852018Revenue 2019: $112,718Expenses 2019: $103,371Net Income 2019: $9,3472019Revenue 2020: $80,272Expenses 2020: $91,934Net Income 2020: -$11,6622020Revenue 2021: $82,380Expenses 2021: $67,025Net Income 2021: $15,3552021Revenue 2022: $69,052Expenses 2022: $68,608Net Income 2022: $4442022Revenue 2023: $131,903Expenses 2023: $102,805Net Income 2023: $29,0982023Revenue 2024: $87,472Expenses 2024: $127,338Net Income 2024: -$39,8662024

Highlighted filing

2015

Revenue$94,686
Expenses$98,281
Net Income-$3,595
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 28, 2016
Return Version
2014v6.0
Gross Receipts
$94,686
Mission and Program Overview

Mission

To refer, educate, and to provide publications and social activities for its members

Program Services

DescriptionGrantsExpenses
TO REFER, EDUCATE AND PROVIDE PUBLICATIONS TO AND SOCIAL ACTIVITIES FOR ITS MEMBERS. LAWYER REFERRAL PROGRAM REFERS CLIENTS TO APPROPRIATE ATTORNEYS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANNA WHEARTYExec Direct-$45,675-$45,675
VERONICA MCMILLIANSecretary-$0--
JOAN POSNERJudiciary Li-$0--
MARK STARKMANTreasurer-$0--
JEFFREY BATTISTONIVice Preside-$0--
SHARON FAULKNERPresident-$0--
FRANK MORAPast Preside-$0--
KELLY TRAVERPresident El-$0--
RACHEL FLANNAGAN FROSTAssistant Tr-$0--
Filing and Contact Details

Filer

Filer Name
Dutchess County Bar Association
EIN
14-1629189
Phone
8454732488
Address
PO BOX 4865, POUGHKEEPSIE, NY 12602-4865

Signing Officer

Name
Kelly Traver
Title
President
Phone
8454732488
Signed
2016-01-28

Preparer

Firm
SEDORE & COMPANY CPA'S PC
Address
2678 SOUTH ROAD SUITE 101, POUGHKEEPSIE, NY 12601-5254
Preparer
Dana Sperry CPA
Phone
8454855510
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 112 total 112”

Form 990-ez, Part I, Line 16

“Expenses 1,112 telephone 1,868 cle expense 12,593 insurance 1,860 luncheons catering expens 6,250 office expense 5,020 annual events 5,572 miscellaneous 1,074 postage expense 2,319 printing expense 324 total 37,992”

Form 990-ez, Part I, Line 20

“Prior period adjustment 0”

Form 990-ez, Part II, Line 24

“Office equipment 11,197 11,197 less accumulated depreciation 11,197 11,197 total 0 0”

Form 990-ez, Part II, Line 26

“PAYROLL TAXES 0 2,126”

Form 990-ez, Part III

“To refer, educate, and to provide publications and social activities for its members”

Raw XML Appendix129 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANNA WHEARTY
IRS990EZ/BooksInCareOfDetail/PhoneNum08454732488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4865
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POUGHKEEPSIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053369
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3595
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01065
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054838
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053369
IRS990EZ/GrossReceiptsAmt094686
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt053
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051655
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051243
IRS990EZ/OccupancyRentUtltsAndMaintAmt06900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt245675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VERONICA MCMILLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOAN POSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANNA WHEARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK STARKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFFREY BATTISTONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHARON FAULKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRANK MORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KELLY TRAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RACHEL FLANNAGAN FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1JUDICIARY LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037992
IRS990EZ/OtherRevenueTotalAmt0112
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REFER, EDUCATE, AND TO PROVIDE PUBLICATIONS AND SOCIAL ACTIVITIES FOR ITS MEMBERS
IRS990EZ/ProgramServiceRevenueAmt037066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO REFER, EDUCATE AND PROVIDE PUBLICATIONS TO AND SOCIAL ACTIVITIES FOR ITS MEMBERS. LAWYER REFERRAL PROGRAM REFERS CLIENTS TO APPROPRIATE ATTORNEYS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt052324
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02126
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098281
IRS990EZ/TotalRevenueAmt094686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DUTCHESSCOUNTYBAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 112 TOTAL 112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 1,112 TELEPHONE 1,868 CLE EXPENSE 12,593 INSURANCE 1,860 LUNCHEONS CATERING EXPENS 6,250 OFFICE EXPENSE 5,020 ANNUAL EVENTS 5,572 MISCELLANEOUS 1,074 POSTAGE EXPENSE 2,319 PRINTING EXPENSE 324 TOTAL 37,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EQUIPMENT 11,197 11,197 LESS ACCUMULATED DEPRECIATION 11,197 11,197 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL TAXES 0 2,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO REFER, EDUCATE, AND TO PROVIDE PUBLICATIONS AND SOCIAL ACTIVITIES FOR ITS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY TRAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732488
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUTCHESS COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0DUTC
ReturnHeader/Filer/EIN0141629189
ReturnHeader/Filer/PhoneNum08454732488
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4865
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0126024865
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141698408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEDORE & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02678 SOUTH ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0126015254
ReturnHeader/PreparerPersonGrp/PhoneNum08454855510
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA SPERRY CPA
ReturnHeader/ReturnTs02016-02-16T08:55:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,369
Liabilities
$2,126
Net assets
$51,243
Revenue
$94,686
Expenses
$98,281
Net income
-$3,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.87$1.27$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.09$0.91$1.32$1.03$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.04$0.62$0.69$0.69$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.82$0.67$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.02$0.46$0.80$0.92$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.03$0.57$1.13$1.03$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$0.94$0.93$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$1.10$1.02$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.02$0.34$0.96$1.13$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.51$0.95$0.98$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.13$1.13$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.02$0.52$0.84$1.00$0.16
2012Summary only. Only limited summary data is available for this year.$0.70$0.02$0.97$0.93$0.04
2011Summary only. Only limited summary data is available for this year.$0.65$0.01$1.24$1.12$0.11