Civic Intelligence

Dutchess County Bar Association

990EZ • Fiscal year 2017 • EIN 14-1629189

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

63rd percentile

7.4%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$47,740

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 43.2% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

40%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$50,271

Up $14,302 (+40%) from 2016

Net Assets

Up

$47,014

Up $13,171 (+39%) from 2016

Liabilities

Up

$3,257

Up $1,131 (+53%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Up

$110,415

Up $14,545 (+15%) from 2016

Expenses

Down

$102,274

Down $10,996 (-9.7%) from 2016

Net Income

Up

$8,141

Up $25,541 (+147%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2017

Assets$50,271
Liabilities$3,257
Net Assets$47,014
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$110,415
Expenses$102,274
Net Income$8,141
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$110,415
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 Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANNA WHEARTYExec DirectFT$47,740-$47,740
KELLY TRAVERPrior Presid-$0--
JEFFREY BATTISTONIPresident-$0--
VERONICA MCMILLIANPresident-El-$0--
RACHEL FLANNAGAN FROSTSecretary-$0--
DANIEL STAFFORDTreasurer-$0--
MARK STARKMANVice-Preside-$0--
JOAN POSNERJudiciary Li-$0--
CRAIG BURGESSAssistant 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
Jeffrey Battistoni
Title
President
Phone
8454732488
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rbt Cpas Llp
Address
11 RACQUET RD, NEWBURGH, NY 12550
Preparer
Susan L Howell CPA
Phone
8455679000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 1,813 total 1,813”

Form 990-ez, Part I, Line 16

“Expenses website fees 500 travel & meetings 715 insurance 1,917 telephone 2,314 cle expense 4,897 luncheons catering expens 12,599 office expense 4,450 annual events expense 7,255 miscellaneous 2,358 postage expense 1,486 printing expense 868 supplies expense 109 total 39,468”

Form 990-ez, Part I, Line 20

“Adjustment for temp restricted assets 30 adjustment for perm restricted assets 5,000 the purpose of this change is to record an adjustment for an unrecorded restricted endowment cash fund. A donor bequested 5,000 to the entity in 2011 to be invested. This account has had no activity since opening except for 30 interest earned.”

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 2,126 3,257”

Form 990-ez, Part III

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

Raw XML Appendix134 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/BOYAmt035969
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050271
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08154
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01685
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050271
IRS990EZ/GrossReceiptsAmt0110415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065124
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033843
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033843
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047014
IRS990EZ/OccupancyRentUtltsAndMaintAmt07475
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt747740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY TRAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY BATTISTONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA MCMILLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL FLANNAGAN FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL STAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK STARKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOAN POSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANNA WHEARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CRAIG BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRIOR PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6JUDICIARY LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXEC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05030
IRS990EZ/OtherExpensesTotalAmt039468
IRS990EZ/OtherRevenueTotalAmt01813
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REFER, EDUCATE, AND TO PROVIDE PUBLICATIONS AND SOCIAL ACTIVITIES FOR ITS MEMBERS
IRS990EZ/ProgramServiceRevenueAmt035295
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/SalariesOtherCompEmplBnftAmt053646
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02126
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03257
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102274
IRS990EZ/TotalRevenueAmt0110415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DUTCHESSCOUNTYBAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1,813 TOTAL 1,813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE FEES 500 TRAVEL & MEETINGS 715 INSURANCE 1,917 TELEPHONE 2,314 CLE EXPENSE 4,897 LUNCHEONS CATERING EXPENS 12,599 OFFICE EXPENSE 4,450 ANNUAL EVENTS EXPENSE 7,255 MISCELLANEOUS 2,358 POSTAGE EXPENSE 1,486 PRINTING EXPENSE 868 SUPPLIES EXPENSE 109 TOTAL 39,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR TEMP RESTRICTED ASSETS 30 ADJUSTMENT FOR PERM RESTRICTED ASSETS 5,000 THE PURPOSE OF THIS CHANGE IS TO RECORD AN ADJUSTMENT FOR AN UNRECORDED RESTRICTED ENDOWMENT CASH FUND. A DONOR BEQUESTED 5,000 TO THE ENTITY IN 2011 TO BE INVESTED. THIS ACCOUNT HAS HAD NO ACTIVITY SINCE OPENING EXCEPT FOR 30 INTEREST EARNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EQUIPMENT 11,197 11,197 LESS ACCUMULATED DEPRECIATION 11,197 11,197 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL TAXES 2,126 3,257
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY BATTISTONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732488
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DFB9E4662EBA2885475F506C911D57C5BA878EC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01002ED14334A36F24F6F864FE25594C7869E0805
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141604297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBT CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 RACQUET RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455679000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN L HOWELL CPA
ReturnHeader/ReturnTs02018-05-11T14:06:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,271
Liabilities
$3,257
Net assets
$47,014
Revenue
$110,415
Expenses
$102,274
Net income
$8,141
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