Civic Intelligence

Upstate New York Engineers Sub Fund

990 • Fiscal year 2014 • EIN 16-0905061

Apr 01, 2013 to Mar 31, 2014 • Filed on Oct 23, 2014

Organization ProfileN/A

View Organization Page

101 Intrepid LA PO Box 100 Colvin13205

(315) 492-1796

Siviq Scores

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

Liabilities / Assets

78th percentile

0.16x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • NTEE Y • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.13x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • NTEE Y • $1M-$5M nonprofits • Source year 2014

Net Margin

51st percentile

12%

Higher net margin than 51% of similar nonprofits.

2014 filings • NTEE Y • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$263,065

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

6th percentile

-36%

Faster asset growth than 6% of similar nonprofits.

2014 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

2.0%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$725,728

Down $403,187 (-36%) from 2013

Net Assets

Up

$607,979

Up $101,895 (+20%) from 2013

Liabilities

Down

$117,749

Down $505,082 (-81%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin51st percentile

Revenue

$913,843

No earlier filing loaded for comparison.

Expenses

Down

$805,303

Down $47,096 (-5.5%) from 2013

Net Income

$108,540

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $930,438Liabilities 2011: $510,552Net Assets 2011: $419,8862011Assets 2012: $1,042,031Liabilities 2012: $536,241Net Assets 2012: $505,7902012Assets 2013: $1,128,915Liabilities 2013: $622,831Net Assets 2013: $506,0842013Assets 2014: $725,728Liabilities 2014: $117,749Net Assets 2014: $607,9792014Assets 2015: $1,050,785Liabilities 2015: $543,309Net Assets 2015: $507,4762015Assets 2016: $1,046,459Liabilities 2016: $447,066Net Assets 2016: $599,3932016Assets 2017: $664,148Liabilities 2017: $345,206Net Assets 2017: $318,9422017Assets 2018: $602,316Liabilities 2018: $231,753Net Assets 2018: $370,5632018Assets 2019: $364,241Liabilities 2019: $202,291Net Assets 2019: $161,9502019Assets 2020: $175,991Liabilities 2020: $191,580Net Assets 2020: -$15,5892020Assets 2021: $708,974Liabilities 2021: $192,668Net Assets 2021: $516,3062021Assets 2022: $1,210,142Liabilities 2022: $199,764Net Assets 2022: $1,010,3782022Assets 2023: $1,672,847Liabilities 2023: $196,569Net Assets 2023: $1,476,2782023Assets 2024: $2,369,788Liabilities 2024: $195,449Net Assets 2024: $2,174,3392024Assets 2025: $3,388,058Liabilities 2025: $230,132Net Assets 2025: $3,157,9262025

Highlighted filing

2014

Assets$725,728
Liabilities$117,749
Net Assets$607,979
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $860,362Expenses 2011: $776,803Net Income 2011: $83,5592011Expenses 2012: $777,1622012Expenses 2013: $852,3992013Revenue 2014: $913,843Expenses 2014: $805,303Net Income 2014: $108,5402014Revenue 2015: $788,189Expenses 2015: $892,760Net Income 2015: -$104,5712015Revenue 2016: $1,172,001Expenses 2016: $1,065,813Net Income 2016: $106,1882016Revenue 2017: $939,423Expenses 2017: $1,226,514Net Income 2017: -$287,0912017Revenue 2018: $1,106,204Expenses 2018: $1,057,959Net Income 2018: $48,2452018Revenue 2019: $1,040,704Expenses 2019: $1,254,032Net Income 2019: -$213,3282019Revenue 2020: $1,112,044Expenses 2020: $1,285,808Net Income 2020: -$173,7642020Revenue 2021: $1,746,661Expenses 2021: $1,213,011Net Income 2021: $533,6502021Revenue 2022: $1,530,277Expenses 2022: $969,061Net Income 2022: $561,2162022Revenue 2023: $1,496,570Expenses 2023: $1,017,694Net Income 2023: $478,8762023Revenue 2024: $1,697,395Expenses 2024: $1,039,835Net Income 2024: $657,5602024Revenue 2025: $1,985,759Expenses 2025: $1,012,587Net Income 2025: $973,1722025

Highlighted filing

2014

Revenue$913,843
Expenses$805,303
Net Income$108,540
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$1,667,362
Mission and Program Overview

Mission

Provides supplemental unemployment benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$514,525$624,043▲ $109,518
Rtn Earn Endowment Incm Other Fnds$506,084$607,979▲ $101,895
Accounts Receivable$53,000$49,248▼ $3,752
Savings and Temporary Cash Investments$556,324$47,459▼ $508,865
Land, Buildings, and Equipment, Net$626$357▼ $269
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,128,915$725,728▼ $403,187
Other Assets Total$4,440$4,621▲ $181
Liabilities
Other Liabilities$601,165$98,000▼ $503,165
Accounts Payable and Accrued Expenses$21,666$19,749▼ $1,917
Total Liabilities$622,831$117,749▼ $505,082
Net Assets / Fund Balance
Total Net Assets Fund Balance$506,084$607,979▲ $101,895
Total Liabilities and Net Assets / Fund Balance$1,128,915$725,728▼ $403,187

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$357$12,786$13,143
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Robert HillEmplyr Trustee
ALAN PERO thru 813Union Trustee
norman noon eff 813Union Trustee
Daniel P HarriganFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$879,129
Investment Income
$34,714
Other Revenue
$0
Change in Net Assets
$108,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$909,434
Revenue Not Reported on Financial Statements
$4,409
Revenue Not Reported on Form 990
$-6,645
Total Revenue per Audited Statements
$902,789
Total Revenue per Form 990
$913,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$701,636
Other Expenses---$43,976
Insurance---$14,416
Fees for Services Accounting---$13,750
Fees for Services Legal---$12,485
Office Expenses---$6,195
Occupancy---$5,051
Fees for Service Investment Mgmnt Fees---$4,409
Fees for Services Other---$2,154
Information Technology---$963
Depreciation Depletion---$268
Total Functional Expenses$0$0$0$805,303

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$807,894
Total Expenses per Audited Statements$807,894
Total Expenses per Form 990$805,303
Expenses Not Reported on Financial Statements$-2,591
Other Expense Adjustments$-7,000
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Payable$98,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR who works full time FOR the organization. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual review of the conflict of interest policy is performed with the trustees at a trustees meeting and the policy is re-distributed to employees annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.”

Filing and Contact Details

Filer

EIN
16-0905061
Phone
3154921796

Signing Officer

Name
Daniel P Harrigan
Title
Fund Manager
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel P Harrigan
Formed
1964
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Preparer
Schultheis Panettieri Llp
Phone
6312734778
Raw XML Appendix395 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY IS PERFORMED WITH THE TRUSTEES AT A TRUSTEES MEETING AND THE POLICY IS RE-DISTRIBUTED TO EMPLOYEES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10210 Marcus Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Hauppauge
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ReturnHeader/ReturnTs02014-10-23T11:46:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$725,728
Liabilities
$117,749
Net assets
$607,979
Revenue
$913,843
Expenses
$805,303
Net income
$108,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.23$3.16$1.99$1.01$0.97
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.20$2.17$1.70$1.04$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.48$1.50$1.02$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$1.53$0.97$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.19$0.52$1.75$1.21$0.53
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.02$1.11$1.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.20$0.16$1.04$1.25$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.23$0.37$1.11$1.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.35$0.32$0.94$1.23$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.45$0.60$1.17$1.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.54$0.51$0.79$0.89$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.61$0.91$0.81$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.62$0.51$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.54$0.51$0.78
2011Summary only. Only limited summary data is available for this year.$0.93$0.51$0.42$0.86$0.78$0.08