Civic Intelligence

The Schenectady Foundation

990 • Fiscal year 2011 • EIN 14-6019650

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 10, 2012

Organization ProfileWWW.SCHENECTADYFOUNDATION.ORG
3 Sarnowski Drive12302
Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2011 filings • NTEE T • $10M-$25M 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

61st percentile

5.1%

Faster asset growth than 61% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$18,010,307

Up $880,449 (+5.1%) from 2010

Net Assets

Up

$18,010,307

Up $880,449 (+5.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$866,767

Down $760,478 (-47%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60M$40M$20M$0Assets 2010: $17,129,858Liabilities 2010: $0Net Assets 2010: $17,129,8582010Assets 2011: $18,010,307Liabilities 2011: $0Net Assets 2011: $18,010,3072011Assets 2012: $18,112,931Liabilities 2012: $0Net Assets 2012: $18,112,9312012Assets 2013: $18,310,987Liabilities 2013: $0Net Assets 2013: $18,310,9872013Assets 2014: $14,821,555Liabilities 2014: $0Net Assets 2014: $14,821,5552014Assets 2015: $14,247,149Liabilities 2015: $0Net Assets 2015: $14,247,1492015Assets 2016: $13,652,006Liabilities 2016: $0Net Assets 2016: $13,652,0062016Assets 2017: $39,110,208Liabilities 2017: $784,749Net Assets 2017: $38,325,4592017Assets 2018: $37,142,195Liabilities 2018: $1,191,054Net Assets 2018: $35,951,1412018Assets 2019: $43,439,608Liabilities 2019: $860,000Net Assets 2019: $42,579,6082019Assets 2020: $48,593,832Liabilities 2020: $537,350Net Assets 2020: $48,056,4822020Assets 2021: $55,199,163Liabilities 2021: $1,175,050Net Assets 2021: $54,024,1132021Assets 2022: $45,821,219Liabilities 2022: $1,875,375Net Assets 2022: $43,945,8442022Assets 2023: $51,236,167Liabilities 2023: $1,547,350Net Assets 2023: $49,688,8172023Assets 2024: $56,001,047Liabilities 2024: $1,353,500Net Assets 2024: $54,647,5472024

Highlighted filing

2011

Assets$18,010,307
Liabilities$0
Net Assets$18,010,307
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,627,2452010Expenses 2011: $866,7672011Expenses 2012: $1,217,9182012Revenue 2013: $1,212,735Expenses 2013: $1,014,679Net Income 2013: $198,0562013Revenue 2014: $1,485,892Expenses 2014: $981,942Net Income 2014: $503,9502014Revenue 2015: $1,088,637Expenses 2015: $1,663,043Net Income 2015: -$574,4062015Revenue 2016: $1,327,445Expenses 2016: $1,922,589Net Income 2016: -$595,1442016Revenue 2017: $3,227,784Expenses 2017: $1,457,009Net Income 2017: $1,770,7752017Revenue 2018: $1,913,729Expenses 2018: $1,687,104Net Income 2018: $226,6252018Revenue 2019: $2,031,752Expenses 2019: $1,303,873Net Income 2019: $727,8792019Revenue 2020: $2,292,776Expenses 2020: $1,812,211Net Income 2020: $480,5652020Revenue 2021: $5,442,270Expenses 2021: $2,348,958Net Income 2021: $3,093,3122021Revenue 2022: $1,792,002Expenses 2022: $2,418,619Net Income 2022: -$626,6172022Revenue 2023: $2,957,210Expenses 2023: $2,240,624Net Income 2023: $716,5862023Revenue 2024: $3,458,158Expenses 2024: $2,518,678Net Income 2024: $939,4802024

Highlighted filing

2011

Revenue-
Expenses$866,767
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 10, 2012
Return Version
2011v1.2
Gross Receipts
$3,258,456
Mission and Program Overview

Mission

The mission of the schenectady foundation is to achieve sustainable improvement in the well being of the people, organizations and neighborhoods in schenectady county through the investment of philanthropic resources.

Major Activities

Activity 2
Strengthening familes is the foundation's strategic program to support a continuum of integrated community resources that strengthen families - building self-reliance, improving academic, social and life skills and promoting wellness - leading to the achievement of positive outcomes for children and youths. The program involves coordination of an advisory council that conducts planning and research, plans programs and develops educational workshops for staff of nonprofit organizations.
Filing and Contact Details

Filer

EIN
14-6019650
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IRS990/Activity2/Description0STRENGTHENING FAMILES IS THE FOUNDATION'S STRATEGIC PROGRAM TO SUPPORT A CONTINUUM OF INTEGRATED COMMUNITY RESOURCES THAT STRENGTHEN FAMILIES - BUILDING SELF-RELIANCE, IMPROVING ACADEMIC, SOCIAL AND LIFE SKILLS AND PROMOTING WELLNESS - LEADING TO THE ACHIEVEMENT OF POSITIVE OUTCOMES FOR CHILDREN AND YOUTHS. THE PROGRAM INVOLVES COORDINATION OF AN ADVISORY COUNCIL THAT CONDUCTS PLANNING AND RESEARCH, PLANS PROGRAMS AND DEVELOPS EDUCATIONAL WORKSHOPS FOR STAFF OF NONPROFIT ORGANIZATIONS.
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IRS990/ActivityOrMissionDescription0THE SCHENECTADY FOUNDATION IS A PHILANTHROPIC TRUST ESTABLISHED TO ASSIST AND PROMOTE THE WELFARE OF RESIDENTS OF SCHENECTADY COUNTY, NEW YORK. THE FOUNDATION MAKES GRANTS TO TAX EXEMPT CHARITIES THAT EFFECTIVELY ADDRESS THE NEEDS AND ISSUES OF THE COMMUNITY.
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IRS990/MissionDescription0THE MISSION OF THE SCHENECTADY FOUNDATION IS TO ACHIEVE SUSTAINABLE IMPROVEMENT IN THE HEALTH AND WELFARE OF THE PEOPLE, ORGANIZATIONS AND NEIGHBORHOODS IN SCHENECTADY COUNTY THROUGH THE INVESTMENT OF PHILANTHROPIC RESOURCES.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BENEFICIAL INTEREST IN PERPETUAL TRUSTS. JOHN N. ERBACHER TRUST ($270,000) - THE FOUNDATION DOES NOT HAVE AN OWNERSHIP INTEREST IN THE PRINCIPAL OF THE ERBACHER TRUST. THE NET INCOME FROM THE TRUST IS AVAILABLE TO THE FOUNDATION, HOWEVER IT IS RESTRICTED TO SCHOLARSHIPS FOR GRADUATES OF SCHENECTADY HIGH SCHOOLS INTENDING TO ENTER THE TEACHING PROFESSION. GERARDUS SMITH AND JOHN G. GREEN TRUST ($110,000) - THE PRINCIPAL OF THIS TRUST IS NOT AVAILABLE TO THE FOUNDATION. THE FOUNDATION RECEIVES 4% OF THE TRUST'S INCOME ON A QUARTERLY BASIS. THE INCOME IS UNRESTRICTED. S. WELLFORD CORBIN MEMORIAL FUND ($1,600,000) - THE PRINCIPAL OF THIS FUND IS HELD IN A PERPETUAL TRUST AND IS NOT AVAILABLE TO THE FOUNDATION. THE INCOME IS UNRESTRICTED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2011, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES EXEMPT ORGANIZATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIESFOR YEARS BEFORE 2007.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2ACCRUAL TO CASH ADJUSTMENTS AND REVENUE FROM TRUSTS NOT RECORDED ON 990 676,309. NISKAYUNA PARTNERS K-1 5,329.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3ACCRUAL TO CASH ADJUSTMENTS AND EXPENSES FROM TRUSTS NOT RECORDED ON 990 80,465.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-534239
IRS990ScheduleD/OtherExpensesIncluded080465
IRS990ScheduleD/OtherRevenues0681638
IRS990ScheduleD/OtherSecurities/BookValue04556239
IRS990ScheduleD/OtherSecurities/BookValue14413775
IRS990ScheduleD/OtherSecurities/BookValue2601800
IRS990ScheduleD/OtherSecurities/BookValue3316800
IRS990ScheduleD/OtherSecurities/BookValue41698020
IRS990ScheduleD/OtherSecurities/BookValue5971112
IRS990ScheduleD/OtherSecurities/BookValue6759942
IRS990ScheduleD/OtherSecurities/BookValue73974011
IRS990ScheduleD/OtherSecurities/Description0HELD ITB KEY BANK - VANGUARD INSTITUTIONAL INDEX FUND
IRS990ScheduleD/OtherSecurities/Description1HELD ITB KEY BANK - VANGUARD FIXED INCOME SEC I/T TREAS
IRS990ScheduleD/OtherSecurities/Description2HELD ITB KEY BANK - VANGUARD INDEX FUNDS MID-CAP
IRS990ScheduleD/OtherSecurities/Description3HELD ITB KEY BANK - VANGUARD INDEX FUNDS SMALL-CAP
IRS990ScheduleD/OtherSecurities/Description4HELD ITB KEY BANK - VANGUARD WORLD INT'L GROWTH FUND
IRS990ScheduleD/OtherSecurities/Description5HELD ITB TRUSTCO BANK - HINKLE EQUITIES
IRS990ScheduleD/OtherSecurities/Description6HELD ITB TRUSTCO BANK - HINKLE FIXED INCOME
IRS990ScheduleD/OtherSecurities/Description798.9% OF NISKAYUNA PARTNERS, L.P.
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/OtherSecurities/MethodOfValuation1C
IRS990ScheduleD/OtherSecurities/MethodOfValuation2C
IRS990ScheduleD/OtherSecurities/MethodOfValuation3C
IRS990ScheduleD/OtherSecurities/MethodOfValuation4C
IRS990ScheduleD/OtherSecurities/MethodOfValuation5C
IRS990ScheduleD/OtherSecurities/MethodOfValuation6C
IRS990ScheduleD/OtherSecurities/MethodOfValuation7C
IRS990ScheduleD/RevenueNotRptdF9900147399
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01747216
IRS990ScheduleD/TermEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalExpenses0866767
IRS990ScheduleD/TotalExpensesPerForm9900866767
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities017291699
IRS990ScheduleD/TotalRevenue01747216
IRS990ScheduleD/TotalRevenuePerForm99001747216
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0947232
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01894615
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE DISTRIBUTION COMMITTEE OF THE ORGANIZATION REVIEWS THE GRANT APPLICATION AND FOLLOWS UP WITH APPLICANT INTERVIEWS TO MEASURE THE EFFECTIVENESS OF THE POTENTIAL GRANT. ONCE THE DISTRIBUTION COMMITTEE APPROVES A GRANT, THEY MONITOR THE USE OF THE GRANT FUNDS OVER THE TERM OF THE GRANT.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10543 SARATOGA ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1160 ACADEMY ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1291 BROADWAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13807 UNION STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0GLENVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City1ALBANY
IRS990ScheduleI/RecipientTable/AddressUS/City2MENANDS
IRS990ScheduleI/RecipientTable/AddressUS/City3SCHENECTADY
IRS990ScheduleI/RecipientTable/AddressUS/State0NY
IRS990ScheduleI/RecipientTable/AddressUS/State1NY
IRS990ScheduleI/RecipientTable/AddressUS/State2NY
IRS990ScheduleI/RecipientTable/AddressUS/State3NY
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode012302
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode112208
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode212204
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode312308
IRS990ScheduleI/RecipientTable/AmountOfCashGrant013250
IRS990ScheduleI/RecipientTable/AmountOfCashGrant150000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant232500
IRS990ScheduleI/RecipientTable/AmountOfCashGrant337500
IRS990ScheduleI/RecipientTable/AmountOfCashGrant42000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant515000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant65000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant77300
IRS990ScheduleI/RecipientTable/AmountOfCashGrant852080
IRS990ScheduleI/RecipientTable/AmountOfCashGrant91250
IRS990ScheduleI/RecipientTable/AmountOfCashGrant10135000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1121000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant12134990
IRS990ScheduleI/RecipientTable/AmountOfCashGrant13100000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant141000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1535000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1620000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant17100000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1820000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant192500
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2025000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2115000
IRS990ScheduleI/RecipientTable/EINOfRecipient0141598568
IRS990ScheduleI/RecipientTable/EINOfRecipient1146029900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,010,307
Liabilities
$0
Net assets
$18,010,307
Revenue
-
Expenses
$866,767
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$1.35$54.6$3.46$2.52$0.94
2023Summary only. Only limited summary data is available for this year.$51.2$1.55$49.7$2.96$2.24$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$1.88$43.9$1.79$2.42$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.2$1.18$54.0$5.44$2.35$3.09
2020Summary only. Only limited summary data is available for this year.$48.6$0.54$48.1$2.29$1.81$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$0.86$42.6$2.03$1.30$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$1.19$36.0$1.91$1.69$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$0.78$38.3$3.23$1.46$1.77
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.00$13.7$1.33$1.92$0.60
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.09$1.66$0.57
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.49$0.98$0.50
2013Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.21$1.01$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.00$18.1$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.00$18.0$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$0.00$17.1$1.63