Civic Intelligence

Dutchess County Sheep & Wool Growers Association Inc.

990 • Fiscal year 2021 • EIN 14-1800663

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

PO Box 415Red Hook, NY 12571

(518) 537-4487

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE K • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE K • $1M-$5M nonprofits • Source year 2021

Net Margin

66th percentile

28%

Higher net margin than 66% of similar nonprofits.

2021 filings • NTEE K • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2021 filings • NTEE K • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

6.2%

Faster asset growth than 28% of similar nonprofits.

2021 filings • NTEE K • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-5.6%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • NTEE K • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,065,612

Up $61,992 (+6.2%) from 2020

Net Assets

Up

$1,065,612

Up $61,992 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$157,797

Down $9,322 (-5.6%) from 2020

Expenses

Down

$113,738

Down $115,988 (-50%) from 2020

Net Income

Up

$44,059

Up $106,666 (+170%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $191,418Net Assets 2010: $191,4182010Assets 2011: $222,305Liabilities 2011: $0Net Assets 2011: $222,3052011Assets 2012: $304,256Liabilities 2012: $0Net Assets 2012: $304,2562012Assets 2013: $392,008Liabilities 2013: $0Net Assets 2013: $392,0082013Assets 2014: $457,034Liabilities 2014: $0Net Assets 2014: $457,0342014Assets 2015: $524,052Liabilities 2015: $0Net Assets 2015: $524,0522015Assets 2016: $620,134Liabilities 2016: $0Net Assets 2016: $620,1342016Assets 2017: $761,284Liabilities 2017: $0Net Assets 2017: $761,2842017Assets 2018: $920,535Liabilities 2018: $0Net Assets 2018: $920,5352018Assets 2019: $1,067,168Liabilities 2019: $0Net Assets 2019: $1,067,1682019Assets 2020: $1,003,620Liabilities 2020: $0Net Assets 2020: $1,003,6202020Assets 2021: $1,065,612Liabilities 2021: $0Net Assets 2021: $1,065,6122021Assets 2022: $1,135,346Liabilities 2022: $0Net Assets 2022: $1,135,3462022Assets 2023: $1,194,712Liabilities 2023: $0Net Assets 2023: $1,194,7122023Assets 2024: $1,284,876Liabilities 2024: $0Net Assets 2024: $1,284,8762024Assets 2025: $1,350,081Liabilities 2025: $0Net Assets 2025: $1,350,0812025

Highlighted filing

2021

Assets$1,065,612
Liabilities$0
Net Assets$1,065,612

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $142,074Expenses 2010: $83,369Net Income 2010: $58,7052010Expenses 2011: $134,8452011Expenses 2012: $145,0292012Revenue 2013: $237,681Expenses 2013: $155,104Net Income 2013: $82,5772013Revenue 2014: $243,972Expenses 2014: $179,036Net Income 2014: $64,9362014Revenue 2015: $90,243Expenses 2015: $24,414Net Income 2015: $65,8292015Revenue 2016: $291,257Expenses 2016: $200,050Net Income 2016: $91,2072016Revenue 2017: $292,846Expenses 2017: $165,077Net Income 2017: $127,7692017Revenue 2018: $308,303Expenses 2018: $152,066Net Income 2018: $156,2372018Revenue 2019: $349,387Expenses 2019: $204,081Net Income 2019: $145,3062019Revenue 2020: $167,119Expenses 2020: $229,726Net Income 2020: -$62,6072020Revenue 2021: $157,797Expenses 2021: $113,738Net Income 2021: $44,0592021Revenue 2022: $274,155Expenses 2022: $189,341Net Income 2022: $84,8142022Revenue 2023: $342,182Expenses 2023: $288,157Net Income 2023: $54,0252023Revenue 2024: $415,085Expenses 2024: $334,348Net Income 2024: $80,7372024Revenue 2025: $477,412Expenses 2025: $420,809Net Income 2025: $56,6032025

Highlighted filing

2021

Revenue$157,797
Expenses$113,738
Net Income$44,059
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$158,437
Mission and Program Overview

Mission

Promoting the sheep and wool industry through education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$868,496$843,205▼ $25,291
Investments in Publicly Traded Securities$97,572$117,461▲ $19,889
Cash and Non-Interest-Bearing Accounts$18,866$72,770▲ $53,904
Inventories for Sale or Use$10,683$27,381▲ $16,698
Land, Buildings, and Equipment, Net$8,004$4,795▼ $3,209
Total Assets$1,003,621$1,065,612▲ $61,991
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,003,621$1,065,612▲ $61,991
Total Net Assets Fund Balance$1,003,621$1,065,612▲ $61,991
Total Liabilities and Net Assets / Fund Balance$1,003,621$1,065,612▲ $61,991

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,795$27,498$32,293
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claire HoulihanPresident
Heidi SimmonsVice President
Brent ZimmermanBoard Member
Bruce MccordBoard Member
Debra ColeBoard Member
Keith WagerBoard Member
Margey HedgesBoard Member
Mary StephensBoard Member
Robert SweeneyBoard Member
Sue RugarBoard Member
Mary DrummRecording Secretary
Suzanne MuldoonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25
Program Service Revenue
$149,110
Investment Income
$8,182
Other Revenue
$480
Change in Net Assets
$44,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,738
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$60,272--$60,272
Occupancy$13,461--$13,461
Grants to Domestic Individuals$4,000--$4,000
Depreciation Depletion$3,208--$3,208
Insurance$2,264--$2,264
Office Expenses$1,464$258-$1,722
Fees for Services Accounting-$875-$875
Fees for Service Investment Mgmnt Fees-$527-$527
Fees for Services Legal$360--$360
Advertising$250--$250
Payment Travel Entrtnmnt Publicly Ofcl-$250-$250
Other Expenses$103--$103
All Other Expenses$99--$99
Total Functional Expenses$111,828$1,910$0$113,738
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Members may elect officers of the governing body on an annual basis.

Form 990, Part VI, Section A, Line 7B

Decisions subject to approval of members certain decisions related to changes in by-laws and governing documents are put to a vote before the general membership.

Form 990, Part VI, Section B, Line 11B

The board reviews and approves the form 990 at their meeting prior to filing.

Form 990, Part VI, Section C, Line 19

Upon written request the organization will make copies of documents available.

Filing and Contact Details

Filer

Filer Name
Dutchess County Sheep & Wool
EIN
14-1800663
Phone
5185374487
Address
PO BOX 415, RED HOOK, NY 12571

Signing Officer

Name
Claire Houlihan
Title
President
Phone
5185374487
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Houlihan
Formed
1991
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
125

Preparer

Firm
Prager Metis Cpas LLC
Address
510 HAIGHT AVENUE, POUGHKEEPSIE, NY 12603
Preparer
Gretchen Bradshaw
Phone
8454737774
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Instructor, lecturers, judges: program service expenses 20,085. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,085. Show consultants and managers: program service expenses 40,187. Management and general expenses 0. Fundraising expenses 0. Total expenses 40,187.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RevenueAmt0149590
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0868496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0843205
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011363
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02846
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0149110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0262462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0423618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0392717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0374885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01602792
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08182
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011363
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031170
IRS990ScheduleA/InvestmentIncomeCYPct00.01900
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98100
IRS990ScheduleA/PublicSupportPY509Pct00.98610
IRS990ScheduleA/PublicSupportTotal509Amt01606443
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0150255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0263182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0423643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0393311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0376052
IRS990ScheduleA/Total509Grp/TotalAmt01606443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0158437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0274545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0428840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0396893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0378898
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01637613
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04795
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027498
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032293
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04795
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS MAY ELECT OFFICERS OF THE GOVERNING BODY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS SUBJECT TO APPROVAL OF MEMBERS CERTAIN DECISIONS RELATED TO CHANGES IN BY-LAWS AND GOVERNING DOCUMENTS ARE PUT TO A VOTE BEFORE THE GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES THE FORM 990 AT THEIR MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST THE ORGANIZATION WILL MAKE COPIES OF DOCUMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSTRUCTOR, LECTURERS, JUDGES: PROGRAM SERVICE EXPENSES 20,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,085. SHOW CONSULTANTS AND MANAGERS: PROGRAM SERVICE EXPENSES 40,187. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,187.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01003621
IRS990/TotalAssetsEOYAmt01065612
IRS990/TotalAssetsGrp/BOYAmt01003621
IRS990/TotalAssetsGrp/EOYAmt01065612
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01910
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111828
IRS990/TotalFunctionalExpensesGrp/TotalAmt0113738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01003621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01065612
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111828
IRS990/TotalProgramServiceRevenueAmt0149110
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157797
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01065612
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 415
IRS990/USAddress/CityNm0RED HOOK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012571
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.DCSWGA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE HOULIHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05185374487
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUTCHESS COUNTY SHEEP & WOOL

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.48$0.42$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.42$0.33$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.34$0.29$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.27$0.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.17$0.23$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.35$0.20$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.31$0.15$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.29$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.29$0.20$0.09
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.09$0.02$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.24$0.18$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.24$0.16$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.14$0.08$0.06