Civic Intelligence

Living Resources Foundation Inc.

990 • Fiscal year 2015 • EIN 14-1760827

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 10, 2016

Organization ProfileN/A
300 Washington Avenue ExtAlbany, NY 12203

(518) 218-0000

Siviq Scores

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

Liabilities / Assets

95th percentile

0.23x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.55x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Net Margin

58th percentile

17%

Higher net margin than 58% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Asset Growth

32nd percentile

-3.7%

Faster asset growth than 32% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

39%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$761,110

Down $29,208 (-3.7%) from 2014

Net Assets

Down

$589,169

Down $66,981 (-10%) from 2014

Liabilities

Up

$171,941

Up $37,773 (+28%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin58th percentile

Revenue

Up

$310,982

Up $87,074 (+39%) from 2014

Expenses

Up

$259,058

Up $52,659 (+26%) from 2014

Net Income

Up

$51,924

Up $34,415 (+197%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $607,249Liabilities 2010: $74,415Net Assets 2010: $532,8342010Assets 2011: $703,730Liabilities 2011: $164,770Net Assets 2011: $538,9602011Assets 2012: $826,562Liabilities 2012: $214,226Net Assets 2012: $612,3362012Assets 2013: $922,001Liabilities 2013: $292,478Net Assets 2013: $629,5232013Assets 2014: $790,318Liabilities 2014: $134,168Net Assets 2014: $656,1502014Assets 2015: $761,110Liabilities 2015: $171,941Net Assets 2015: $589,1692015Assets 2016: $785,978Liabilities 2016: $196,513Net Assets 2016: $589,4652016Assets 2017: $783,602Liabilities 2017: $76,919Net Assets 2017: $706,6832017Assets 2018: $769,583Liabilities 2018: $61,725Net Assets 2018: $707,8582018Assets 2019: $894,927Liabilities 2019: $96,193Net Assets 2019: $798,7342019Assets 2020: $1,000,432Liabilities 2020: $134,059Net Assets 2020: $866,3732020Assets 2021: $1,109,880Liabilities 2021: $122,291Net Assets 2021: $987,5892021Assets 2022: $958,964Liabilities 2022: $60,450Net Assets 2022: $898,5142022Assets 2023: $1,094,268Liabilities 2023: $31,480Net Assets 2023: $1,062,7882023Assets 2024: $1,214,394Liabilities 2024: $33,983Net Assets 2024: $1,180,4112024

Highlighted filing

2015

Assets$761,110
Liabilities$171,941
Net Assets$589,169
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$200K$0-$200KRevenue 2010: $198,753Expenses 2010: $177,863Net Income 2010: $20,8902010Expenses 2011: $241,8762011Expenses 2012: $245,0462012Expenses 2013: $243,8772013Revenue 2014: $223,908Expenses 2014: $206,399Net Income 2014: $17,5092014Revenue 2015: $310,982Expenses 2015: $259,058Net Income 2015: $51,9242015Revenue 2016: $161,821Expenses 2016: $218,725Net Income 2016: -$56,9042016Revenue 2017: $287,109Expenses 2017: $260,815Net Income 2017: $26,2942017Revenue 2018: $248,346Expenses 2018: $199,245Net Income 2018: $49,1012018Revenue 2019: $388,311Expenses 2019: $392,905Net Income 2019: -$4,5942019Revenue 2020: $251,447Expenses 2020: $258,883Net Income 2020: -$7,4362020Revenue 2021: $350,372Expenses 2021: $311,099Net Income 2021: $39,2732021Revenue 2022: $304,878Expenses 2022: $235,523Net Income 2022: $69,3552022Revenue 2023: $296,952Expenses 2023: $233,000Net Income 2023: $63,9522023Revenue 2024: $311,021Expenses 2024: $278,293Net Income 2024: $32,7282024

Highlighted filing

2015

Revenue$310,982
Expenses$259,058
Net Income$51,924
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$1,119,147
Mission and Program Overview

Mission

SEE ATTACHED.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$661,674$664,574▲ $2,900
Savings and Temporary Cash Investments$97,393$83,829▼ $13,564
Prepaid Expenses and Deferred Charges$1,884$7,292▲ $5,408
Cash and Non-Interest-Bearing Accounts$25,180$5,165▼ $20,015
Accounts Receivable$4,187$250▼ $3,937
Total Assets$790,318$761,110▼ $29,208
Liabilities
Accounts Payable and Accrued Expenses$82,455$104,986▲ $22,531
Deferred Revenue$31,713$41,905▲ $10,192
Grants Payable$20,000$25,050▲ $5,050
Total Liabilities$134,168$171,941▲ $37,773
Net Assets / Fund Balance
Temporarily Rstr Net Assets$246,985$271,363▲ $24,378
Unrestricted Net Assets$273,147$181,788▼ $91,359
Permanently Rstr Net Assets$136,018$136,018→ $0
Total Net Assets Fund Balance$656,150$589,169▼ $66,981
Total Liabilities and Net Assets / Fund Balance$790,318$761,110▼ $29,208

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$136,018---$136,018
2013$136,018---$136,018
2012$136,018---$136,018
2011$62,500$73,518--$136,018
2010-$62,500--$62,500
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Maggie Kirwin EddPresident
Alta SchallehnVice President
Aj DandreaDirector
Angelo DounoucosDirector
April VolkDirector
Christopher WardDirector
Claire DounoucosDirector
Darren DonohueDirector
Don ReisingerDirector
Dorothy StevensDirector
Fred ErlichDirector
Jill Braverman-panzaDirector
Michael QuarantaDirector
Richard a Fuerst EsqDirector
Robert LazarDirector
Robert OrmerodDirector
Robert WakemanDirector
Stephen ObermayerDirector
Steven BoucheyDirector
Vladia BoniewskiDirector
Peter CornellSecretary
Daniel RoundTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$212,479
Program Service Revenue
$1,020
Investment Income
$97,483
Other Revenue
$0
All Other Contributions
$122,182
Change in Net Assets
$51,924

Audited Revenue Reconciliation

Revenue per Audited Statements
$302,931
Revenue Not Reported on Financial Statements
$8,051
Revenue Not Reported on Form 990
$-118,905
Total Revenue per Audited Statements
$184,026
Total Revenue per Form 990
$310,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,265
Total Fundraising Expense$137,123
Grants and Similar Amounts Paid$71,793
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$36,000$99,000$135,000
Grants to Domestic Orgs$71,793--$71,793
Advertising$0$0$17,598$17,598
Fees for Service Investment Mgmnt Fees$0$8,051$0$8,051
Fees for Services Accounting$0$6,091$0$6,091
All Other Expenses$0$0$5,974$5,974
Conferences and Meetings$0$0$99$99
Total Functional Expenses$71,793$50,142$137,123$259,058

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$259,058
Expenses per Audited Statements$251,007
Total Expenses per Audited Statements$251,007
Expenses Not Reported on Financial Statements$8,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Living Resources CorpAlbany, NY501(c)3various$71,793
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,422
Fundraising Gross Income$59,422
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cornucopia$86,340$34,802-$34,802
Golf Event$63,379$24,620-$24,620
Total Events$149,719$59,422-$59,422
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Living Resources CorporationCommon Board MembersManagement FeeNo$135,000
Living Resources CorporationCommon Board MembersGrants MadeNo$71,793
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Living Resources Foundation Inc
EIN
14-1760827
Phone
5182180000
Address
300 WASHINGTON AVENUE EXT, ALBANY, NY 12203

Signing Officer

Name
Fred Erlich
Title
CEO
Phone
5182180000
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Erlich
Formed
1993
Legal Domicile
Ny
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
50

Preparer

Firm
Cusack & Company CPAs LLC
Address
7 Airport Park Blvd, Latham, NY 12110
Preparer
Kenneth B Claflin CPA
Phone
5187863550
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A draft 990 is distributed for review by the Board and/or a committee of the Board.”

Form 990EZ, Part II, Line 24

“Prepaid expenses accounts receivable pledges receivable equipment”

Form 990EZ, Part II, Line 26

“Accounts payable deferred revenue charity annuity payable grants payable”

Form 990, Part IX, Line 24F

“Other expenses 3089. 0. 0. 3089. Supplies 2885. 0. 0. 2885.”

Raw XML AppendixShowing 400 of 564 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt082455
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104986
IRS990/AccountsReceivableGrp/BOYAmt04187
IRS990/AccountsReceivableGrp/EOYAmt0250
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See attached.
IRS990/AdvertisingGrp/FundraisingAmt017598
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt017598
IRS990/AllOtherContributionsAmt0122182
IRS990/AllOtherExpensesGrp/FundraisingAmt05974
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt05974
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ELIOT MARGOLIS
IRS990/BooksInCareOfDetail/PhoneNum05182180000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 Washington Ave Ext
IRS990/BooksInCareOfDetail/USAddress/CityNm0Albany
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012203
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt025180
IRS990/CashNonInterestBearingGrp/EOYAmt05165
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt099
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt099
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt091317
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0212479
IRS990/CYGrantsAndSimilarPaidAmt071793
IRS990/CYInvestmentIncomeAmt097483
IRS990/CYOtherExpensesAmt0187265
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01020
IRS990/CYRevenuesLessExpensesAmt051924
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0259058
IRS990/CYTotalFundraisingExpenseAmt0137123
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0310982
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt031713
IRS990/DeferredRevenueGrp/EOYAmt041905
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SEE ATTACHED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt071793
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06091
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt06091
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08051
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08051
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MAGGIE KIRWIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm1ALTA SCHALLEHN
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL ROUND
IRS990/Form990PartVIISectionAGrp/PersonNm3PETER CORNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4VLADIA BONIEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN BOUCHEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JILL BRAVERMAN-PANZA
IRS990/Form990PartVIISectionAGrp/PersonNm7AJ DANDREA
IRS990/Form990PartVIISectionAGrp/PersonNm8DARREN DONOHUE
IRS990/Form990PartVIISectionAGrp/PersonNm9ANGELO DOUNOUCOS
IRS990/Form990PartVIISectionAGrp/PersonNm10CLAIRE DOUNOUCOS
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD A FUERST ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT LAZAR
IRS990/Form990PartVIISectionAGrp/PersonNm13STEPHEN OBERMAYER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT ORMEROD
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL QUARANTA
IRS990/Form990PartVIISectionAGrp/PersonNm16DON REISINGER
IRS990/Form990PartVIISectionAGrp/PersonNm17DOROTHY STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm18APRIL VOLK
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT WAKEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRISTOPHER WARD
IRS990/Form990PartVIISectionAGrp/PersonNm21FRED ERLICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt090297
IRS990/FundraisingDirectExpensesAmt059422
IRS990/FundraisingGrossIncomeAmt059422
IRS990/GainOrLossGrp/SecuritiesAmt059755
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt071793
IRS990/GrantsPayableGrp/BOYAmt020000
IRS990/GrantsPayableGrp/EOYAmt025050
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt071793
IRS990/GrantsToDomesticOrgsGrp/TotalAmt071793
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0808498
IRS990/GrossReceiptsAmt01119147
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt037728
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037728
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0661674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0664574
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0748743
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See attached.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0656150
IRS990/NetAssetsOrFundBalancesEOYAmt0589169
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt059755
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt059755
IRS990/NetUnrlzdGainsLossesInvstAmt0-118905
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Printing/Postage
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/Desc2Dues/Subscriptions
IRS990/OtherExpensesGrp/Desc3Management Fee
IRS990/OtherExpensesGrp/FundraisingAmt07297
IRS990/OtherExpensesGrp/FundraisingAmt13112
IRS990/OtherExpensesGrp/FundraisingAmt24043
IRS990/OtherExpensesGrp/FundraisingAmt399000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt336000
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt07297
IRS990/OtherExpensesGrp/TotalAmt13112
IRS990/OtherExpensesGrp/TotalAmt24043
IRS990/OtherExpensesGrp/TotalAmt3135000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0136018
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0136018
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01884
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07292
IRS990/PrincipalOfficerNm0FRED ERLICH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01020
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0190226
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt074493
IRS990/PYInvestmentIncomeAmt033682
IRS990/PYOtherExpensesAmt0131906
IRS990/PYRevenuesLessExpensesAmt017509
IRS990/PYTotalExpensesAmt0206399
IRS990/PYTotalRevenueAmt0223908
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt051924
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0213224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0190226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0250197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0261990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01116113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037701
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025432
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014139
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025432
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110005
IRS990ScheduleA/InvestmentIncomeCYPct00.08970
IRS990ScheduleA/InvestmentIncomePYPct00.06740
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91030
IRS990ScheduleA/PublicSupportPY509Pct00.93260
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01116113
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0213224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0190226
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0200476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0250197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0261990
IRS990ScheduleA/Total509Grp/TotalAmt01116113
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01226118
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0136018
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0136018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0136018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0136018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0136018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0136018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt062500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt073518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0136018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt062500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt062500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08051
IRS990ScheduleD/ExpensesSubtotalAmt0251007
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08051
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08051
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-118905
IRS990ScheduleD/RevenueNotReportedAmt0-118905
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08051
IRS990ScheduleD/RevenueSubtotalAmt0302931
IRS990ScheduleD/TotalExpensesPerForm990Amt0259058
IRS990ScheduleD/TotalRevenuePerForm990Amt0310982

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$761,110
Liabilities
$171,941
Net assets
$589,169
Revenue
$310,982
Expenses
$259,058
Net income
$51,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.03$1.18$0.31$0.28$0.03
2023Summary only. Only limited summary data is available for this year.$1.09$0.03$1.06$0.30$0.23$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.06$0.90$0.30$0.24$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.12$0.99$0.35$0.31$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.13$0.87$0.25$0.26$0.01
2019Summary only. Only limited summary data is available for this year.$0.89$0.10$0.80$0.39$0.39$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.06$0.71$0.25$0.20$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.08$0.71$0.29$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.20$0.59$0.16$0.22$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.17$0.59$0.31$0.26$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$0.22$0.21$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.29$0.63$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.21$0.61$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.16$0.54$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.07$0.53$0.20$0.18$0.02