Civic Intelligence

Fred L Emerson Foundation Inc.

990PF • Fiscal year 2018 • EIN 15-6017650

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 20, 2019

Organization Profile

View Organization Page

5654 South Street RoadAuburn, NY 13021

(315) 253-9621

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$240,085

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-38%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$73,035,361

Up $1,231,500 (+1.7%) from 2017

Net Assets

Up

$73,035,361

Up $1,231,500 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin76th percentile

Revenue

Down

$5,757,700

Down $3,565,241 (-38%) from 2017

Expenses

Down

$4,526,200

Down $152,504 (-3.3%) from 2017

Net Income

Down

$1,231,500

Down $3,412,737 (-73%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$100M$50M$0Assets 2011: $69,674,264Liabilities 2011: $02011Assets 2012: $67,112,152Liabilities 2012: $02012Assets 2013: $67,067,889Liabilities 2013: $02013Assets 2014: $69,148,052Liabilities 2014: $02014Assets 2015: $68,808,389Liabilities 2015: $02015Assets 2017: $71,803,861Liabilities 2017: $0Net Assets 2017: $71,803,8612017Assets 2018: $73,035,361Liabilities 2018: $0Net Assets 2018: $73,035,3612018Assets 2019: $73,898,476Liabilities 2019: $0Net Assets 2019: $73,898,4762019Assets 2020: $85,102,499Liabilities 2020: $0Net Assets 2020: $85,102,4992020Assets 2021: $96,702,662Liabilities 2021: $0Net Assets 2021: $96,702,6622021Assets 2022: $94,732,842Liabilities 2022: $0Net Assets 2022: $94,732,8422022Assets 2023: $95,505,606Liabilities 2023: $0Net Assets 2023: $95,505,6062023Assets 2024: $96,505,725Liabilities 2024: $0Net Assets 2024: $96,505,7252024

Highlighted filing

2018

Assets$73,035,361
Liabilities$0
Net Assets$73,035,361
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $3,125,987Expenses 2011: $4,563,653Net Income 2011: -$1,437,6662011Revenue 2012: $2,144,262Expenses 2012: $4,706,374Net Income 2012: -$2,562,1122012Revenue 2013: $4,315,156Expenses 2013: $4,359,419Net Income 2013: -$44,2632013Revenue 2014: $5,835,685Expenses 2014: $4,674,944Net Income 2014: $1,160,7412014Revenue 2015: $4,104,973Expenses 2015: $4,444,636Net Income 2015: -$339,6632015Revenue 2017: $9,322,941Expenses 2017: $4,678,704Net Income 2017: $4,644,2372017Revenue 2018: $5,757,700Expenses 2018: $4,526,200Net Income 2018: $1,231,5002018Revenue 2019: $5,549,561Expenses 2019: $4,686,446Net Income 2019: $863,1152019Revenue 2020: $15,845,112Expenses 2020: $4,641,089Net Income 2020: $11,204,0232020Revenue 2021: $21,193,646Expenses 2021: $9,593,483Net Income 2021: $11,600,1632021Revenue 2022: $2,372,345Expenses 2022: $4,342,165Net Income 2022: -$1,969,8202022Revenue 2023: $4,340,751Expenses 2023: $3,567,987Net Income 2023: $772,7642023Revenue 2024: $4,590,551Expenses 2024: $3,590,432Net Income 2024: $1,000,1192024

Highlighted filing

2018

Revenue$5,757,700
Expenses$4,526,200
Net Income$1,231,500
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J FESSENDENExecutive DirectorFT$215,000$25,085$240,085
GRACE E FRANCESCHELLIDirector-$14,250$2,007$16,257
ANTHONY D FRANCESCHELLIDirector-$16,250-$16,250
JOAN H STEWARTDirector-$14,500$1,729$16,229
ALEX KINAL-WAGNERDirector-$14,250$1,724$15,974
LORI E ROBINSONDirector-$14,500$576$15,076
HEATHER A EMERSONSecretary-$14,000$526$14,526
PETER J EMERSONDirector-$14,500-$14,500
KRISTEN E RUBACKAPresidentPT$14,250$33$14,283
W GARY EMERSONVice President & TreasurerPT$14,250-$14,250
SALLY E WAGNERDirector-$14,250-$14,250
W ERIC EMERSONDirector-$14,250-$14,250
ALIZA J QUERNSDirector-$14,250-$14,250
MICHAEL F NOZZOLIODirector-$14,000-$14,000
ELIZABETH A AUGUSTDirector-$13,750-$13,750
WILLIAM A FRANCESCHELLIDirector-$13,500-$13,500
KATELYN M PERKINSNon-Director Committee Member-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Fred L Emerson Foundation Inc
EIN
15-6017650
Phone
3152539621
Address
5654 SOUTH STREET ROAD, AUBURN, NY 13021

Signing Officer

Name
Daniel J Fessenden
Title
Executive Director
Phone
3152539621
Signed
2019-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
432 NORTH FRANKLIN STREET, SYRACUSE, NY 13204
Preparer
Michelle Mundy
Phone
3154227109
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt420
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt430
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt440
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt450
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt058462
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt163069
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt26952
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3835
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt41232
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5649
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61554
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt73042
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt83500
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt91151
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt108961
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt112495
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt121200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt131000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14995
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1521000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17425
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18491
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt191740
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt212985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt222037
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt231040
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24480
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2512853
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt266714
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt278591
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt286000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt294523
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt305790
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt313000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt321355
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt335134
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt346075
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt352108
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt363181
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37500
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38657
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt391312
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt401494
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BULDING - 5654 SOUTH ST RD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1RENOVATIONS TO 5654 SOUTH ST RD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2RENOVATIONS TO 5654 SOUTH ST RD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3NEW SOFIT LIGHTING AND RENOVATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4ELECTRIC HEATING UNITS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5HEAVY DUTY DOOR LOCK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6NEW SIDING ON BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FILING CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8COMPUTER SOFTWARE (MICRO INFO SYSTEMS)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9PAPER SHREDDER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10ESSENTIAL GIFTS FOR WINDOWS SOFTWARE & ADDITIONAL USERS ADDED
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11CONFERENCE TABLES AND CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12CONFERENCE TABLES AND CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15BOOKCASES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16SINAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17COFFEE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc182 FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19CONF TABLE AND CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20REFINISH CONFERENCE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23OFFICE CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26CARPET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28NEW HEAT SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29TABLES & CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30PLASMA TELEVISION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31COUNTERTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32WINDOW BLINDS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33DELL OPTIPLEX 780
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34KONICA COPIER BIZHUB C284
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35POWEREDGE T320
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37COLE REPRODUCTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38DRIVEWAY/PARKING PAVING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39STAND UP COMPUTER DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40STAND UP COMPUTER DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41DELL OPTIPLEX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42LENOVA THINKPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43CONFERENCE ROOM ADDITIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44CONFERENCE ROOM EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45CHAIRS, CABINETS
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt02495
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt11200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt24523
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt33200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CONFERENCE TABLES AND CHAIRS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CONFERENCE TABLES AND CHAIRS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PLASMA TELEVISION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3REFINISH CONFERENCE TABLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02495
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt24523
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt33200
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-04
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABB FINANCE USA INC 2.875% MAY 08 2022 DTD 05/08/2012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ABBVIE INC 2.500% 05/14/2020 DTD 05/14/2015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ACE INA HOLDINGS 5.9% JUN 15 2019 DTD 06/08/2009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AETNA INC 2.750% 11/15/2022 DTD 11/07/2012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ALABAMA POWER CO 2.450% 03/30/2022 DTD 03/03/2017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ALLSTATE CORP 3.150% 06/15/2023 DTD 06/07/2013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ALTRIA GROUP INC 2.85% AUG 09 2022 DTD 08/09/2012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7ALTRIA GROUP INC 2.950% 05/02/2023 DTD 05/02/2013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8AMERICAN EXPRESS CO 2.500% 08/01/2022 DTD 08/01/2017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9AMERICAN HONDA FINANCE MTN 2.150% 03/13/2020 DTD 03/13/2015

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,035,361
Liabilities
$0
Net assets
$73,035,361
Revenue
$5,757,700
Expenses
$4,526,200
Net income
$1,231,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$96.5$0.00$96.5$4.59$3.59$1.00
2023Detailed filing. Detailed filing data is available for this year.$95.5$0.00$95.5$4.34$3.57$0.77
2022Detailed filing. Detailed filing data is available for this year.$94.7$0.00$94.7$2.37$4.34$1.97
2021Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$21.2$9.59$11.6
2020Detailed filing. Detailed filing data is available for this year.$85.1$0.00$85.1$15.8$4.64$11.2
2019Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$5.55$4.69$0.86
2018Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$5.76$4.53$1.23
2017Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$9.32$4.68$4.64
2015Summary only. Only limited summary data is available for this year.$68.8$0.00$4.10$4.44$0.34
2014Summary only. Only limited summary data is available for this year.$69.1$0.00$5.84$4.67$1.16
2013Summary only. Only limited summary data is available for this year.$67.1$0.00$4.32$4.36$0.04
2012Summary only. Only limited summary data is available for this year.$67.1$0.00$2.14$4.71$2.56
2011Summary only. Only limited summary data is available for this year.$69.7$0.00$3.13$4.56$1.44