Civic Intelligence

Syracuse Association of Insurance

EIN 15-6023468 • 501(c)6 • Syracuse, NY

Profile

Provide professional information

109 S Warren StreetSyracuse, NY 13202-4730

www.naifa-syracuse.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

69%

Faster asset growth than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-2.7%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,827

Up $2,384 (+69%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$5,827

Up $2,384 (+69%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$19,206

Down $537 (-2.7%) from 2018

Expenses

Down

$16,822

Down $7,501 (-31%) from 2018

Net Income

Up

$2,384

Up $6,964 (+152%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $11,910Liabilities 2011: $02011Assets 2012: $9,129Liabilities 2012: $02012Assets 2013: $3,926Liabilities 2013: $0Net Assets 2013: $3,9262013Assets 2014: $5,321Liabilities 2014: $0Net Assets 2014: $5,3212014Assets 2015: $11,159Liabilities 2015: $0Net Assets 2015: $11,1592015Assets 2016: $12,252Liabilities 2016: $0Net Assets 2016: $12,2522016Assets 2017: $8,023Liabilities 2017: $0Net Assets 2017: $8,0232017Assets 2018: $3,443Liabilities 2018: $0Net Assets 2018: $3,4432018Assets 2019: $5,827Net Assets 2019: $5,8272019

Highlighted filing

2019

Assets$5,827
Liabilities-
Net Assets$5,827
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $58,339Expenses 2011: $50,679Net Income 2011: $7,6602011Revenue 2012: $49,493Expenses 2012: $52,274Net Income 2012: -$2,7812012Revenue 2013: $41,477Expenses 2013: $46,680Net Income 2013: -$5,2032013Revenue 2014: $34,213Expenses 2014: $32,818Net Income 2014: $1,3952014Revenue 2015: $32,846Expenses 2015: $27,008Net Income 2015: $5,8382015Revenue 2016: $31,537Expenses 2016: $30,444Net Income 2016: $1,0932016Revenue 2017: $22,412Expenses 2017: $26,641Net Income 2017: -$4,2292017Revenue 2018: $19,743Expenses 2018: $24,323Net Income 2018: -$4,5802018Revenue 2019: $19,206Expenses 2019: $16,822Net Income 2019: $2,3842019

Highlighted filing

2019

Revenue$19,206
Expenses$16,822
Net Income$2,384
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,827
Liabilities
-
Net assets
$5,827
Revenue
$19,206
Expenses
$16,822
Net income
$2,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$5.83$19.2$16.8$2.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$19.7$24.3$4.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$22.4$26.6$4.23
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$31.5$30.4$1.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$32.8$27.0$5.84
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$34.2$32.8$1.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$41.5$46.7$5.20
2012Summary only. Only limited summary data is available for this year.$9.13$0.00$49.5$52.3$2.78
2011Summary only. Only limited summary data is available for this year.$11.9$0.00$58.3$50.7$7.66
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v3.0
Gross Receipts
$31,537
Mission and Program Overview

Mission

Provide professional information

Program Services

DescriptionGrantsExpenses
COMMITTEE EXPENDITURES SUPPORT ASSOCIATION PROJECTS WHICH CONSIST OF TRAINING SESSIONS SPECIAL PROGRAMS SPEAKERS AND OTHER FUNCTIONS WHICH PROVIDE INFORMATION TO THE MEMEBERS-$7,666
PROVIDE INFORMATION AND CONDUCT MONTHLY MEETINGS ON LIFE INSURANCE AND FINANCIAL PLANNING MATTERS AND DEVELOPMENTS WHICH BENEFIT THE ASSOCIATION MEMEBERS-$3,283
NECESSARY INFORMATIONAL FUNCTIONS WHICH INCLUDES DIRECTORY AND CONVENTION EXPENSES TO PROVIDE AND DISTRIBUTE INFORMATION TO THE OFFICERS AND MEMEBERS-$2,748
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY F CAPPONPresidentPT$0--
DANIEL E DALINPresident Elect Comm Chair-$0--
SAMUEL E CHAVARRIASecty Treas Comm Chair-$0--
MICHAEL R CARONPast Pres Comm Chair-$0--
RICHARD J COTE JrNatl Comm Comm Chair-$0--
JOHN E BASTIANDirector Comm Chair-$0--
JOSEPH C EPPOLITODirector Comm Chair-$0--
MICHAEL J HERHOLTZDirector Comm Chair-$0--
LISA SABINEDirector Comm Chair-$0--
ANDREW J SCHAFFELDirector Comm Chair-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Syracuse Association of Insurance
EIN
15-6023468
Address
109 S WARREN STREET, Syracuse, NY 13202-4730

Signing Officer

Name
Charlotte G Crandall
Title
Association Exe
Phone
3154746775
Signed
2016-12-20
Discuss with paid preparer
No

Preparer

Firm
Richard G Howland CPA
Address
1 RICHWOOD DRIVE, East Syracuse, NY 13057
Preparer
Richard G Howland
Phone
3154379627
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOFFICE SUPPLIES 139BUSINESS INSURANCE 228COMPUTER AND WEBSITE 581DUES OWED TO NATIONAL RECD LOCALLY 555INFORMATION AND MEETING EXPENSES 3,283COMMITTEE AND SPEAKER EXPENDITURES 7,666DIRECTORY AND CONVENTION EXPENSES 2,748”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXPENSE 432 463”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLOTTE G CRANDALL
IRS990EZ/BooksInCareOfDetail/PhoneNum03154746775
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 S WARREN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Syracuse
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0132021798
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01093
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011559
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012252
IRS990EZ/GrossReceiptsAmt031537
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010877
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012252
IRS990EZ/OccupancyRentUtltsAndMaintAmt03340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY F CAPPON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL E DALIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMUEL E CHAVARRIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL R CARON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD J COTE Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN E BASTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH C EPPOLITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL J HERHOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA SABINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREW J SCHAFFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECTY TREAS COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRES COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NATL COMM COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR COMM CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR COMM CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0432
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0463
IRS990EZ/OtherExpensesTotalAmt015200
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PROFESSIONAL INFORMATION
IRS990EZ/PrintingPublicationsPostageAmt0345
IRS990EZ/ProgramServiceRevenueAmt020660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE INFORMATION AND CONDUCT MONTHLY MEETINGS ON LIFE INSURANCE AND FINANCIAL PLANNING MATTERS AND DEVELOPMENTS WHICH BENEFIT THE ASSOCIATION MEMEBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMITTEE EXPENDITURES SUPPORT ASSOCIATION PROJECTS WHICH CONSIST OF TRAINING SESSIONS SPECIAL PROGRAMS SPEAKERS AND OTHER FUNCTIONS WHICH PROVIDE INFORMATION TO THE MEMEBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NECESSARY INFORMATIONAL FUNCTIONS WHICH INCLUDES DIRECTORY AND CONVENTION EXPENSES TO PROVIDE AND DISTRIBUTE INFORMATION TO THE OFFICERS AND MEMEBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03283
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17666
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22748
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030444
IRS990EZ/TotalProgramServiceExpensesAmt013697
IRS990EZ/TotalRevenueAmt031537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.naifa-syracuse.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOFFICE SUPPLIES 139BUSINESS INSURANCE 228COMPUTER AND WEBSITE 581DUES OWED TO NATIONAL RECD LOCALLY 555INFORMATION AND MEETING EXPENSES 3,283COMMITTEE AND SPEAKER EXPENDITURES 7,666DIRECTORY AND CONVENTION EXPENSES 2,748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPREPAID EXPENSE 432 463
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLOTTE G CRANDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSOCIATION EXE
ReturnHeader/BusinessOfficerGrp/PhoneNum03154746775
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYRACUSE ASSOCIATION OF INSURANCE
ReturnHeader/Filer/BusinessNameControlTxt0SYRA
ReturnHeader/Filer/EIN0156023468
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 S WARREN STREET
ReturnHeader/Filer/USAddress/CityNm0Syracuse
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0132024730
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161151286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD G HOWLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 RICHWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013057
ReturnHeader/PreparerPersonGrp/PhoneNum03154379627
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G HOWLAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-04T16:18:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits