Civic Intelligence

Phoenicia Library Association

990 • Fiscal year 2017 • EIN 14-6013687

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profilewww.phoenicialibrary.org
PO Box 555Phoenicia, NY 12464

(845) 338-4444

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-29%

Higher net margin than 6% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$1,354,573

Down $60,041 (-4.2%) from 2016

Net Assets

Down

$1,348,595

Down $63,773 (-4.5%) from 2016

Liabilities

Up

$5,978

Up $3,732 (+166%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin6th percentile

Revenue

Up

$218,380

Up $57,357 (+36%) from 2016

Expenses

Up

$282,153

Up $36,629 (+15%) from 2016

Net Income

Up

-$63,773

Up $20,728 (+25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $174,887Liabilities 2010: $357Net Assets 2010: $174,5302010Assets 2011: $316,761Liabilities 2011: $757Net Assets 2011: $316,0042011Assets 2012: $885,471Liabilities 2012: $621Net Assets 2012: $884,8502012Assets 2013: $1,350,007Liabilities 2013: $794Net Assets 2013: $1,349,2132013Assets 2014: $1,598,147Liabilities 2014: $105,996Net Assets 2014: $1,492,1512014Assets 2015: $1,498,773Liabilities 2015: $1,904Net Assets 2015: $1,496,8692015Assets 2016: $1,414,614Liabilities 2016: $2,246Net Assets 2016: $1,412,3682016Assets 2017: $1,354,573Liabilities 2017: $5,978Net Assets 2017: $1,348,5952017Assets 2018: $1,278,614Liabilities 2018: $1,077Net Assets 2018: $1,277,5372018Assets 2019: $1,207,573Liabilities 2019: $585Net Assets 2019: $1,206,9882019Assets 2020: $1,181,320Liabilities 2020: $28,139Net Assets 2020: $1,153,1812020Assets 2021: $1,144,039Liabilities 2021: $1,116Net Assets 2021: $1,142,9232021Assets 2022: $1,097,807Liabilities 2022: $699Net Assets 2022: $1,097,1082022Assets 2023: $1,048,014Liabilities 2023: $1,947Net Assets 2023: $1,046,0672023Assets 2024: $1,019,681Liabilities 2024: $1,675Net Assets 2024: $1,018,0062024

Highlighted filing

2017

Assets$1,354,573
Liabilities$5,978
Net Assets$1,348,595
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $105,604Expenses 2010: $110,750Net Income 2010: -$5,1462010Expenses 2011: $120,3392011Expenses 2012: $123,8552012Revenue 2013: $614,956Expenses 2013: $150,593Net Income 2013: $464,3632013Revenue 2014: $298,678Expenses 2014: $155,740Net Income 2014: $142,9382014Revenue 2015: $218,673Expenses 2015: $213,955Net Income 2015: $4,7182015Revenue 2016: $161,023Expenses 2016: $245,524Net Income 2016: -$84,5012016Revenue 2017: $218,380Expenses 2017: $282,153Net Income 2017: -$63,7732017Revenue 2018: $199,426Expenses 2018: $270,484Net Income 2018: -$71,0582018Revenue 2019: $214,532Expenses 2019: $285,081Net Income 2019: -$70,5492019Revenue 2020: $212,606Expenses 2020: $266,413Net Income 2020: -$53,8072020Revenue 2021: $283,938Expenses 2021: $294,196Net Income 2021: -$10,2582021Revenue 2022: $244,223Expenses 2022: $290,038Net Income 2022: -$45,8152022Revenue 2023: $251,549Expenses 2023: $302,590Net Income 2023: -$51,0412023Revenue 2024: $272,975Expenses 2024: $301,036Net Income 2024: -$28,0612024

Highlighted filing

2017

Revenue$218,380
Expenses$282,153
Net Income-$63,773
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$219,448
Mission and Program Overview

Mission

Provide free library services to the residents of the town of shandaken and to members of the assoication regardless of residence. This mission of the phoenicia library assoication is to provide and maintain access to a world of enlightening and educational resources i

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,412,368$1,348,595▼ $63,773
Land, Buildings, and Equipment, Net$979,212$908,739▼ $70,473
Savings and Temporary Cash Investments$435,011$445,078▲ $10,067
Cash and Non-Interest-Bearing Accounts$391$756▲ $365
Total Assets$1,414,614$1,354,573▼ $60,041
Liabilities
Other Liabilities$2,246$5,978▲ $3,732
Total Liabilities$2,246$5,978▲ $3,732
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,412,368$1,348,595▼ $63,773
Total Liabilities and Net Assets / Fund Balance$1,414,614$1,354,573▼ $60,041

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$857,621$146,114-
Other Land Buildings$24,781$41,029-
Land$22,811--
Equipment$3,526$19,842-
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Bernard HandzelPresident
Bethia WatermanVice President
Elizabeth PotterDirector
Mark LernerTrustee
Swanna McnairTrustee
Carol SeitzCorresponding Secretary
Holly George WarrenRecording Secretary
Nancy HowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,014
Program Service Revenue
$1,817
Investment Income
$6,065
Other Revenue
$5,484
All Other Contributions
$27,569
Change in Net Assets
$-63,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,767
Salaries, Compensation, and Employee Benefits$132,711
Grants and Similar Amounts Paid$5,675
Total Fundraising Expense$2,643
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,480--$74,480
Depreciation Depletion$70,473--$70,473
Current Officers, Directors, Trustees, and Key Employees$46,028--$46,028
Occupancy-$10,528-$10,528
Payroll Taxes$9,868--$9,868
Office Expenses$4,727$1,957$176$6,860
Grants to Domestic Individuals$5,575--$5,575
Fees for Services Accounting$5,400--$5,400
Payments to Affiliates$3,875$340-$4,215
Other Employee Benefits$2,335--$2,335
Other Expenses$122$378$924$1,424
Advertising--$1,418$1,418
Information Technology$400$561-$961
Insurance-$953-$953
Conferences and Meetings-$845-$845
Grants to Domestic Orgs$100--$100
Travel-$44-$44
Total Functional Expenses$263,904$15,606$2,643$282,153
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kurt BoyerFormer PresidentPurchase of signsNo$3,634
Robert WarrenSpouse of TrusteeMusic at EventNo$150
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$5,736
Sales Tax Payable$242
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Two trustees are married: Mark Lerner and Nancy Howell.”

Form 990 governing body review Part VI line 11

“A copy of the return is distributed to the board for approval before the treasurer signs the return.”

Conflict of interest policy compliance Part VI line 12C

“When any new employees or independent contractors are hired, the board discusses any potentional nepotistic relationships. Also, every July, the staff and trustees must sign the librarys policy and declare any conflicts.”

CEO executive director top management comp Part VI line 15A

“The process for compensation of the organizations director includes the boards review through their central library system compensation rates at other libraries within their system in order to give fair compensation.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenicia Library Association
EIN
14-6013687
Address
PO Box 555, Phoenicia, NY 12464

Signing Officer

Name
Bernard Handzel
Title
President
Phone
8456887811
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernard Handzel
Formed
1959
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
12

Preparer

Firm
OConnor Tax Services
Address
108 N Front Street, Kingston, NY 12401
Preparer
Christopher J OConnor
Phone
8453384444
Raw XML AppendixShowing 400 of 444 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide free library services to the residents of the town of Shandaken and to members of the assoication regardless of residence. This mission of the Phoenicia Library Assoication is to provide and maintain access to a world of enlightening and educational resources i
IRS990/AdvertisingGrp/FundraisingAmt01418
IRS990/AdvertisingGrp/TotalAmt01418
IRS990/AllOtherContributionsAmt027569
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0OConnor Tax Services
IRS990/BooksInCareOfDetail/PhoneNum08453384444
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 N Front Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Kingston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012401
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0391
IRS990/CashNonInterestBearingGrp/EOYAmt0756
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt046028
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt046028
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0845
IRS990/ConferencesMeetingsGrp/TotalAmt0845
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt06023
IRS990/CostOfGoodsSoldAmt01068
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0205014
IRS990/CYGrantsAndSimilarPaidAmt05675
IRS990/CYInvestmentIncomeAmt06065
IRS990/CYOtherExpensesAmt0143767
IRS990/CYOtherRevenueAmt05484
IRS990/CYProgramServiceRevenueAmt01817
IRS990/CYRevenuesLessExpensesAmt0-63773
IRS990/CYSalariesCompEmpBnftPaidAmt0132711
IRS990/CYTotalExpensesAmt0282153
IRS990/CYTotalFundraisingExpenseAmt02643
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0218380
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt070473
IRS990/DepreciationDepletionGrp/TotalAmt070473
IRS990/Desc0During 2017, the library had 14,924 library visits, 13,639 book circulations, 1,401 electronic material circulations, 10,385 other material circulations, and 4,056 reference transactions. It also had 366 programs with 4,732 attendees.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0263904
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05400
IRS990/FeesForServicesAccountingGrp/TotalAmt05400
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt735.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0Bernard Handzel
IRS990/Form990PartVIISectionAGrp/PersonNm1Holly George Warren
IRS990/Form990PartVIISectionAGrp/PersonNm2Nancy Howell
IRS990/Form990PartVIISectionAGrp/PersonNm3Bethia Waterman
IRS990/Form990PartVIISectionAGrp/PersonNm4Carol Seitz
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Lerner
IRS990/Form990PartVIISectionAGrp/PersonNm6Swanna Mcnair
IRS990/Form990PartVIISectionAGrp/PersonNm7Elizabeth Potter
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt06023
IRS990/GainOrLossGrp/OtherAmt0246
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0171422
IRS990/GrantAmt06575
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05575
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05575
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0246
IRS990/GrossReceiptsAmt0219448
IRS990/GrossSalesOfInventoryAmt06544
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0561
IRS990/InformationTechnologyGrp/ProgramServicesAmt0400
IRS990/InformationTechnologyGrp/TotalAmt0961
IRS990/InsuranceGrp/ManagementAndGeneralAmt0953
IRS990/InsuranceGrp/TotalAmt0953
IRS990/InvestmentIncomeGrp/ExclusionAmt05819
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05819
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0206985
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0979212
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0908739
IRS990/LandBldgEquipCostOrOtherBssAmt01115724
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide free library services to the residents of the town of Shandaken and to members of the assoication regardless of residence. This mission of the Phoenicia Library Assoication is to provide and maintain access to a world of enlightening and educational resources i
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01412368
IRS990/NetAssetsOrFundBalancesEOYAmt01348595
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0246
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05476
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05476
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010528
IRS990/OccupancyGrp/TotalAmt010528
IRS990/OfficeExpensesGrp/FundraisingAmt0176
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01957
IRS990/OfficeExpensesGrp/ProgramServicesAmt04727
IRS990/OfficeExpensesGrp/TotalAmt06860
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02335
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02335
IRS990/OtherExpensesGrp/Desc0Circulating Materials
IRS990/OtherExpensesGrp/Desc1Programming
IRS990/OtherExpensesGrp/Desc2Bank Fees
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt0125
IRS990/OtherExpensesGrp/FundraisingAmt1924
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0378
IRS990/OtherExpensesGrp/ProgramServicesAmt014420
IRS990/OtherExpensesGrp/ProgramServicesAmt126101
IRS990/OtherExpensesGrp/ProgramServicesAmt2122
IRS990/OtherExpensesGrp/TotalAmt014420
IRS990/OtherExpensesGrp/TotalAmt126101
IRS990/OtherExpensesGrp/TotalAmt2125
IRS990/OtherExpensesGrp/TotalAmt31424
IRS990/OtherLiabilitiesGrp/BOYAmt02246
IRS990/OtherLiabilitiesGrp/EOYAmt05978
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/Desc0Sales Tax Vendor Credit
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08
IRS990/OtherRevenueTotalAmt08
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt074480
IRS990/OtherSalariesAndWagesGrp/TotalAmt074480
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0340
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt03875
IRS990/PaymentsToAffiliatesGrp/TotalAmt04215
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09868
IRS990/PayrollTaxesGrp/TotalAmt09868
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Bernard Handzel
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/Desc0Service Charges
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01817
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0155474
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01475
IRS990/PYInvestmentIncomeAmt05246
IRS990/PYOtherExpensesAmt0125219
IRS990/PYOtherRevenueAmt0-763
IRS990/PYProgramServiceRevenueAmt01066
IRS990/PYRevenuesLessExpensesAmt0-84501
IRS990/PYSalariesCompEmpBnftPaidAmt0118830
IRS990/PYTotalExpensesAmt0245524
IRS990/PYTotalRevenueAmt0161023
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-63773
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0218380
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01412368
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01348595
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0435011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0445078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03098
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016999
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96720
IRS990ScheduleA/PublicSupportPY170Pct00.96860
IRS990ScheduleA/PublicSupportTotal170Amt0769736
IRS990ScheduleA/SubstantialContributorsTotAmt09084
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0162000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt094000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt094000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt094000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt094000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0538000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0139870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0150024
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0778820
IRS990ScheduleA/TotalSupportAmt0795819
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0857621
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0146114
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01003735
IRS990ScheduleD/EquipmentGrp/BookValueAmt03526
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019842
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt023368
IRS990ScheduleD/LandGrp/BookValueAmt022811
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt022811
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024781
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041029
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt065810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05736
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0908739
IRS990ScheduleD/TotalLiabilityAmt05978
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05575
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Cash Grants for Angling Collection
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Kurt Boyer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Robert Warren
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Former President
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Spouse of Trustee
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03634
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Purchase of signs
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Music at Event
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two trustees are married: Mark Lerner and Nancy Howell.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the return is distributed to the board for approval before the treasurer signs the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2When any new employees or independent contractors are hired, the board discusses any potentional nepotistic relationships. Also, every July, the staff and trustees must sign the librarys policy and declare any conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The process for compensation of the organizations director includes the boards review through their central library system compensation rates at other libraries within their system in order to give fair compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01414614
IRS990/TotalAssetsEOYAmt01354573
IRS990/TotalAssetsGrp/BOYAmt01414614
IRS990/TotalAssetsGrp/EOYAmt01354573
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0205014
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02643
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015606
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263904
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282153
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02246
IRS990/TotalLiabilitiesEOYAmt05978
IRS990/TotalLiabilitiesGrp/BOYAmt02246
IRS990/TotalLiabilitiesGrp/EOYAmt05978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01412368
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01348595
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0263904
IRS990/TotalProgramServiceRevenueAmt01817
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05819
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218380
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01414614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01354573
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt044
IRS990/TravelGrp/TotalAmt044
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,354,573
Liabilities
$5,978
Net assets
$1,348,595
Revenue
$218,380
Expenses
$282,153
Net income
-$63,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.27$0.30$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.25$0.30$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.24$0.29$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.28$0.29$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.03$1.15$0.21$0.27$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.21$0.29$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.20$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.35$0.22$0.28$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.16$0.25$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.22$0.21$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.11$1.49$0.30$0.16$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.61$0.15$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.88$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.11$0.11$0.01