Civic Intelligence

Upstate Case Management Inc

990 • Fiscal year 2016 • EIN 14-1803927

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileN/A
27 Wynantskill WayTroy, NY 12180

(518) 274-5915

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.75x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$74,692

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

233%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$61,625

Up $43,103 (+233%) from 2015

Net Assets

Down

$15,449

Down $3,073 (-17%) from 2015

Liabilities

Up

$46,176

Up $46,176 from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin34th percentile

Revenue

Down

$298,102

Down $14,063 (-4.5%) from 2015

Expenses

Up

$307,296

Up $2,369 (+0.8%) from 2015

Net Income

Down

-$9,194

Down $16,432 (-227%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2016

Assets$61,625
Liabilities$46,176
Net Assets$15,449
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

2016

Revenue$298,102
Expenses$307,296
Net Income-$9,194
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$298,102
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$47,123-
Cash and Non-Interest-Bearing Accounts$14,082$9,311▼ $4,771
Other Notes and Loans Receivable, Net$4,440$5,191▲ $751
Total Assets$18,522$61,625▲ $43,103
Liabilities
Accounts Payable and Accrued Expenses-$46,176-
Total Liabilities$0$46,176▲ $46,176
Net Assets / Fund Balance
Unrestricted Net Assets$18,522$15,449▼ $3,073
Total Net Assets Fund Balance$18,522$15,449▼ $3,073
Total Liabilities and Net Assets / Fund Balance$18,522$61,625▲ $43,103
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Juanita BillingsleyExecutive DirectorFT$74,692$74,692

Board Members and Trustees

NameTitle
Elder David CampPresident
Olwen GiddingsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$298,102
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-9,194

Audited Revenue Reconciliation

Revenue per Audited Statements
$298,102
Total Revenue per Audited Statements
$298,102
Total Revenue per Form 990
$298,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,426
Salaries, Compensation, and Employee Benefits$82,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$177,317--$177,317
Other Salaries and Wages-$74,692-$74,692
Other Expenses-$15,500-$15,500
Travel$10,963$120-$11,083
Payroll Taxes-$6,083-$6,083
Occupancy-$6,000-$6,000
Office Expenses-$5,186-$5,186
Insurance-$4,741-$4,741
Other Employee Benefits-$2,095-$2,095
Conferences and Meetings-$1,186-$1,186
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$188,280$119,016$0$307,296

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$307,296
Total Expenses per Audited Statements$307,296
Total Expenses per Form 990$307,296
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
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 was reviewed by governing body”

Governing documents etc available to public Part VI line 19

“Form 990 is available for inspection to general public”

Filing and Contact Details

Filer

Filer Name
Upstate Case Management Inc
EIN
14-1803927
Address
27 WYNANTSKILL WAY, TROY, NY 12180

Signing Officer

Name
Juanita Billingsley
Title
Director
Phone
5182293614
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juanita Billingsley
Formed
1999
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Terance Marcel Ruso CPA
Address
156 BROADWAY, RENSSELAER, NY 12144
Preparer
Terance M Ruso Sr CPA
Phone
5184380203
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Medicaid Service Coordination provided under contract”

Raw XML Appendix298 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.

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ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,625
Liabilities
$46,176
Net assets
$15,449
Revenue
$298,102
Expenses
$307,296
Net income
-$9,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.16$1.39$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.16$0.30$2.44$2.25$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.35$0.11$2.70$2.75$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.46$0.15$2.98$3.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$3.12$3.05$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$2.90$2.86$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$3.10$3.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$3.67$3.68$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$2.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$2.15