Civic Intelligence

Upstate Case Management Inc

990 • Fiscal year 2011 • EIN 14-1803927

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

27 Wynantskill Way12180
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

94th percentile

160%

Faster asset growth than 94% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$12,347

Up $7,599 (+160%) from 2010

Net Assets

Up

$12,347

Up $7,599 (+160%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$289,487

Up $74,812 (+35%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $4,748Liabilities 2010: $0Net Assets 2010: $4,7482010Assets 2011: $12,347Liabilities 2011: $0Net Assets 2011: $12,3472011Assets 2012: $11,513Liabilities 2012: $0Net Assets 2012: $11,5132012Assets 2013: $10,215Liabilities 2013: $0Net Assets 2013: $10,2152013Assets 2014: $14,250Liabilities 2014: $0Net Assets 2014: $14,2502014Assets 2015: $18,522Liabilities 2015: $0Net Assets 2015: $18,5222015Assets 2016: $61,625Liabilities 2016: $46,176Net Assets 2016: $15,4492016Assets 2017: $45,984Liabilities 2017: $35,122Net Assets 2017: $10,8622017Assets 2018: $46,357Liabilities 2018: $16,392Net Assets 2018: $29,9652018Assets 2019: $6,909Liabilities 2019: $0Net Assets 2019: $6,9092019

Highlighted filing

2011

Assets$12,347
Liabilities$0
Net Assets$12,347

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $214,6752010Expenses 2011: $289,4872011Revenue 2012: $366,704Expenses 2012: $367,538Net Income 2012: -$8342012Revenue 2013: $310,406Expenses 2013: $311,704Net Income 2013: -$1,2982013Revenue 2014: $290,418Expenses 2014: $286,383Net Income 2014: $4,0352014Revenue 2015: $312,165Expenses 2015: $304,927Net Income 2015: $7,2382015Revenue 2016: $298,102Expenses 2016: $307,296Net Income 2016: -$9,1942016Revenue 2017: $270,487Expenses 2017: $275,074Net Income 2017: -$4,5872017Revenue 2018: $244,348Expenses 2018: $225,245Net Income 2018: $19,1032018Revenue 2019: $116,199Expenses 2019: $139,255Net Income 2019: -$23,0562019

Highlighted filing

2011

Revenue-
Expenses$289,487
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Gross Receipts
$297,086
Mission and Program Overview

Mission

The organization provides case management and related services to persons with developmental disabilities entitled to receive social services or other governmental benefits.

Filing and Contact Details

Filer

EIN
14-1803927
Raw XML Appendix276 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/AccountantCompileOrReview0true
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0The organization provides case management and related services to persons with developmental disabilities entitled to receive social services or other governmental benefits
IRS990/AuditCommittee0false
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY08
IRS990/CashNonInterestBearing/EOY07907
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral032480
IRS990/CompCurrentOfficersDirectors/ProgramServices032481
IRS990/CompCurrentOfficersDirectors/Total064961
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/ManagementAndGeneral06594
IRS990/ConferencesMeetings/Total06594
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0The organization provides case management and related services to persons with developmental disabilities entitled to receive social services or other governmental benefits UCM service coordinators develop update and maintain individual service pla ns at least every six months We provide linkage to services and make home visits as needed
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0237662
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral01275
IRS990/FeesForServicesAccounting/Total01275
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0Elder David Camp
IRS990/Form990PartVIISectionA/NamePerson1Juanita Billingsley
IRS990/Form990PartVIISectionA/NamePerson2Olwen Giddings
IRS990/Form990PartVIISectionA/NamePerson3Seneca Hoerls
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization168162
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/Title0President
IRS990/Form990PartVIISectionA/Title1Executive Director
IRS990/Form990PartVIISectionA/Title2Treasurer
IRS990/Form990PartVIISectionA/Title3Secretary
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0297086
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentInJointVenture0false
IRS990/LoanToOfficerOrDQP0true
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0The organization provides case management and related services to persons with developmental disabilities entitled to receive social services or other governmental benefits
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Juanita Billingsley
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY04748
IRS990/NetAssetsOrFundBalancesEOY012347
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfEmployees01
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral03000
IRS990/Occupancy/Total03000
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0128277
IRS990/OtherExpensesCurrentYear0210930
IRS990/OtherExpenses/Description0Consultants
IRS990/OtherExpenses/Description1Billing fees
IRS990/OtherExpenses/Description2Supplies
IRS990/OtherExpenses/ManagementAndGeneral01104
IRS990/OtherExpenses/ManagementAndGeneral1574
IRS990/OtherExpenses/ProgramServices0198383
IRS990/OtherExpenses/Total0198383
IRS990/OtherExpenses/Total11104
IRS990/OtherExpenses/Total2574
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ManagementAndGeneral06798
IRS990/PayrollTaxes/ProgramServices06798
IRS990/PayrollTaxes/Total013596
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0297086
IRS990/ProgramServiceRevenue/Description0Medicaid Service Rev
IRS990/ProgramServiceRevenuePriorYear0213719
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0297086
IRS990/ProgramServiceRevenue/TotalRevenueColumn0297086
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromOfficersEtc/BOY04740
IRS990/ReceivablesFromOfficersEtc/EOY04440
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses07599
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue0297086
IRS990/RevenuesLessExpensesCY07599
IRS990/RevenuesLessExpensesPriorYear0-956
IRS990/SalariesEtcCurrentYear078557
IRS990/SalariesEtcPriorYear086398
IRS990ScheduleA/PrivateFoundation1700X
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal17000
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleL/LoanTable/ApprovedByBoard0true
IRS990ScheduleL/LoanTable/BalanceDue04440
IRS990ScheduleL/LoanTable/Default0false
IRS990ScheduleL/LoanTable/LoanFromOrganization0X
IRS990ScheduleL/LoanTable/NamePerson0Juanita Billingsley
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount04740
IRS990ScheduleL/LoanTable/PurposeOfLoan0Cash flow
IRS990ScheduleL/LoanTable/WrittenAgreement0true
IRS990ScheduleL/TotalBalanceDue04440
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990 was reviewed by governing body
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990 is available for inspection to general public
IRS990ScheduleO/GeneralExplanation/Identifier001. Form 990 governing body review (Part VI, line 11)
IRS990ScheduleO/GeneralExplanation/Identifier102. Governing documents, etc, available to public (Part VI, line 19)
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0NY
IRS990/StatesWhereCopyOfReturnIsFiled0NY
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1027 Wynantskill Way
IRS990/TheBooksAreInCareOf/AddressUS/City0Troy
IRS990/TheBooksAreInCareOf/AddressUS/State0NY
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode012180
IRS990/TheBooksAreInCareOf/NamePerson0Juanita Billingsley
IRS990/TheBooksAreInCareOf/TelephoneNumber05182745915
IRS990/TotalAssets/BOY04748
IRS990/TotalAssetsBOY04748
IRS990/TotalAssets/EOY012347
IRS990/TotalAssetsEOY012347
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0289487
IRS990/TotalExpensesPriorYear0214675
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral051825
IRS990/TotalFunctionalExpenses/ProgramServices0237662
IRS990/TotalFunctionalExpenses/Total0289487
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY04748
IRS990/TotalLiabNetAssetsFundBalances/EOY012347
IRS990/TotalNbrEmployees01
IRS990/TotalNetAssetsFundBalances/BOY04748
IRS990/TotalNetAssetsFundBalances/EOY012347
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0237662
IRS990/TotalProgramServiceRevenue0297086
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg068162
IRS990/TotalRevenueCurrentYear0297086
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear0213719
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0297086
IRS990/TotalRevenue/TotalRevenueColumn0297086
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY04748
IRS990/UnrestrictedNetAssets/EOY012347
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01999
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0141803927
ReturnHeader/Filer/Name/BusinessNameLine10Upstate Case Management Inc
ReturnHeader/Filer/NameControl0UPST
ReturnHeader/Filer/USAddress/AddressLine1027 Wynantskill Way
ReturnHeader/Filer/USAddress/City0Troy
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012180
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0Juanita Billingsley
ReturnHeader/Officer/Phone05182745915
ReturnHeader/Officer/Title0Director
ReturnHeader/Preparer/DatePrepared02012-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10EIB Accounting Services LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10620 Washington Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Rensselaer
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012144
ReturnHeader/Preparer/Name0Louis G Wittig
ReturnHeader/Preparer/Phone05184631025
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-14T16:03:35-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings