Civic Intelligence

Dutchess County Bar Association

990EZ • Fiscal year 2020 • EIN 14-1629189

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

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

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$47,740

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 59.5% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-29%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$47,540

Down $13,023 (-22%) from 2019

Net Assets

Down

$45,784

Down $11,662 (-20%) from 2019

Liabilities

Down

$1,756

Down $1,361 (-44%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Down

$80,272

Down $32,446 (-29%) from 2019

Expenses

Down

$91,934

Down $11,437 (-11%) from 2019

Net Income

Down

-$11,662

Down $21,009 (-225%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2020

Assets$47,540
Liabilities$1,756
Net Assets$45,784
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$80,272
Expenses$91,934
Net Income-$11,662
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$80,272
Mission and Program Overview

Mission

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

To refer, education and provide publications to and social actvities for its members. Lawyer referral program refers clients to appropriate attorneys.

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANNA WHEARTYExecutive DiFT$47,740-$47,740
RACHEL FLANAGAN FROSTPresident-$0--
MARK STARKMANPresident El-$0--
DANIEL STAFFORDVice Preside-$0--
FRED CLARKESecretary-$0--
CRAIG BURGESSTreasurer-$0--
LINDSEY GOLDSTEINAssistant Tr-$0--
VERONICA MCMILLANImmed Past P-$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
Daniel Stafford
Title
Vice President
Phone
8454732488
Signed
2021-05-11

Preparer

Firm
Prager Metis Cpas LLC
Address
14 PENN PLAZA, NEW YORK, NY 10122
Preparer
Joanne M Casabura
Phone
2129471998
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 99 total 99”

Form 990-ez, Part I, Line 16

“Expenses annual events 8,043 luncheon expenses 7,984 office expense 3,712 website fees 3,415 cle expenses 2,565 postage 2,254 insurance 1,319 travel & meetings 739 retirement events 371 other expenses 249 total 30,651”

Form 990-ez, Part II, Line 26

“Payroll taxes payable 3,117 1,756”

Form 990-ez, Part III

“To refer, education and provide publications to and social actvities for its members. Lawyer referral program refers clients to appropriate attorneys.”

Raw XML Appendix122 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/BOYAmt060563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04075
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01780
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047540
IRS990EZ/GrossReceiptsAmt080272
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt061
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050991
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045784
IRS990EZ/OccupancyRentUtltsAndMaintAmt07865
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/AverageHrsPerWkDevotedToPosRt740.00
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/PersonNm0RACHEL FLANAGAN FROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK STARKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL STAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRAIG BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDSEY GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VERONICA MCMILLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANNA WHEARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6IMMED PAST P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030651
IRS990EZ/OtherRevenueTotalAmt099
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REFER, EDUCATION AND PROVIDE PUBLICATIONS TO AND SOCIAL ACTVITIES FOR ITS MEMBERS. LAWYER REFERRAL PROGRAM REFERS CLIENTS TO APPROPRIATE ATTORNEYS.
IRS990EZ/ProgramServiceRevenueAmt025046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO REFER, EDUCATION AND PROVIDE PUBLICATIONS TO AND SOCIAL ACTVITIES FOR ITS MEMBERS. LAWYER REFERRAL PROGRAM REFERS CLIENTS TO APPROPRIATE ATTORNEYS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051638
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03117
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01756
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091934
IRS990EZ/TotalRevenueAmt080272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DUTCHESSCOUNTYBAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 99 TOTAL 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ANNUAL EVENTS 8,043 LUNCHEON EXPENSES 7,984 OFFICE EXPENSE 3,712 WEBSITE FEES 3,415 CLE EXPENSES 2,565 POSTAGE 2,254 INSURANCE 1,319 TRAVEL & MEETINGS 739 RETIREMENT EVENTS 371 OTHER EXPENSES 249 TOTAL 30,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES PAYABLE 3,117 1,756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO REFER, EDUCATION AND PROVIDE PUBLICATIONS TO AND SOCIAL ACTVITIES FOR ITS MEMBERS. LAWYER REFERRAL PROGRAM REFERS CLIENTS TO APPROPRIATE ATTORNEYS.
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 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL STAFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732488
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/PreparerFirmEIN0061667465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRAGER METIS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 PENN PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010122
ReturnHeader/PreparerPersonGrp/PhoneNum02129471998
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE M CASABURA
ReturnHeader/ReturnTs02021-05-13T10:22:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,540
Liabilities
$1,756
Net assets
$45,784
Revenue
$80,272
Expenses
$91,934
Net income
-$11,662
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
2020Detailed filing. Detailed filing data is available for this year.$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