Civic Intelligence

Dutchess County Bar Association

990EZ • Fiscal year 2018 • EIN 14-1629189

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 06, 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

70th percentile

0.06x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

85th percentile

$47,740

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 50.8% of source-year revenue.

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

Asset Growth

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$51,356

Up $1,085 (+2.2%) from 2017

Net Assets

Up

$48,099

Up $1,085 (+2.3%) from 2017

Liabilities

Flat

$3,257

Flat from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin46th percentile

Revenue

Down

$94,001

Down $16,414 (-15%) from 2017

Expenses

Down

$92,916

Down $9,358 (-9.1%) from 2017

Net Income

Down

$1,085

Down $7,056 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$51,356
Liabilities$3,257
Net Assets$48,099
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$94,001
Expenses$92,916
Net Income$1,085
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 6, 2018
Return Version
2017v2.3
Gross Receipts
$102,727
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 WHEARTYExecutive DiFT$47,740-$47,740
VERONICA MCMILLIANPresident-$0--
RACHEL FLANNAGAN FROSTPresident El-$0--
MARK STARKMANVice-Preside-$0--
DANIEL STAFFORDSecretary-$0--
CRAIG BURGESSTreasurer-$0--
FRED CLARKEAssistant Tr-$0--
JEFFREY BATTISTONITerm Ended 5-$0--
DENISE WATSONJudicial Lia-$0--
JOAN POSNERTerm Ended 5-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
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
Veronica Mcmillian
Title
President
Phone
8454732488
Signed
2018-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Rbt Cpas Llp
Address
11 RACQUET RD, NEWBURGH, NY 12550
Preparer
Elisha M Brestovansky CPA
Phone
8455679000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 2,078 total 2,078”

Form 990-ez, Part I, Line 16

“Expenses website fees 500 travel & meetings 270 insurance 1,928 telephone 2,217 cle expense 4,733 luncheons catering expens 8,311 office expense 3,741 annual events expense 6,468 miscellaneous 2,500 postage expense 2,506 printing expense 459 mock trial 60 holiday party 661 total 34,354”

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 3,257 3,257”

Form 990-ez, Part III

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

Raw XML Appendix146 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/BOYAmt050271
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051356
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08614
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01085
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050271
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051356
IRS990EZ/FundraisingGrossIncomeAmt011920
IRS990EZ/GrossReceiptsAmt0102727
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042590
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047014
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047014
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048099
IRS990EZ/OccupancyRentUtltsAndMaintAmt06450
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/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt940.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt947740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VERONICA MCMILLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL FLANNAGAN FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK STARKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL STAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRAIG BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRED CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFFREY BATTISTONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DENISE WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOAN POSNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANNA WHEARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TERM ENDED 5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7JUDICIAL LIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TERM ENDED 5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034354
IRS990EZ/OtherRevenueTotalAmt02078
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REFER, EDUCATE, AND TO PROVIDE PUBLICATIONS AND SOCIAL ACTIVITIES FOR ITS MEMBERS
IRS990EZ/ProgramServiceRevenueAmt037490
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/SalariesOtherCompEmplBnftAmt051742
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08726
IRS990EZ/SpecialEventsNetIncomeLossAmt03194
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03257
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03257
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092916
IRS990EZ/TotalRevenueAmt094001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DUTCHESSCOUNTYBAR.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 2,078 TOTAL 2,078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE FEES 500 TRAVEL & MEETINGS 270 INSURANCE 1,928 TELEPHONE 2,217 CLE EXPENSE 4,733 LUNCHEONS CATERING EXPENS 8,311 OFFICE EXPENSE 3,741 ANNUAL EVENTS EXPENSE 6,468 MISCELLANEOUS 2,500 POSTAGE EXPENSE 2,506 PRINTING EXPENSE 459 MOCK TRIAL 60 HOLIDAY PARTY 661 TOTAL 34,354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE EQUIPMENT 11,197 11,197 LESS ACCUMULATED DEPRECIATION 11,197 11,197 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES 3,257 3,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERONICA MCMILLIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732488
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-06
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/AtSubmissionCreationDeviceId0D26DE1D2ED69924DA0409B5669AABD4F087B486A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9C0547163A2F6E8793C6C3412030925CF9BC681
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.169.2.122
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:23:40
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/PreparationDt02018-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISHA M BRESTOVANSKY CPA
ReturnHeader/ReturnTs02018-11-13T10:23:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,356
Liabilities
$3,257
Net assets
$48,099
Revenue
$94,001
Expenses
$92,916
Net income
$1,085
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