Civic Intelligence

Stoneleigh Housing Inc.

990 • Fiscal year 2017 • EIN 16-1132971

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 11, 2017

120 E Center StreetCanastota, NY 13032

(315) 697-3700

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.08x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • NTEE L • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.09x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • NTEE L • $500k-$1M nonprofits • Source year 2017

Net Margin

74th percentile

10%

Higher net margin than 74% of similar nonprofits.

2017 filings • NTEE L • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$68,365

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • NTEE L • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

5.5%

Faster asset growth than 81% of similar nonprofits.

2017 filings • NTEE L • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • NTEE L • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$957,447

Up $49,623 (+5.5%) from 2016

Net Assets

Up

$878,077

Up $93,127 (+12%) from 2016

Liabilities

Down

$79,370

Down $43,504 (-35%) from 2016

Revenue

Up

$916,817

Up $139,979 (+18%) from 2016

Expenses

Up

$823,690

Up $138,955 (+20%) from 2016

Net Income

Up

$93,127

Up $1,024 (+1.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,076,798Liabilities 2011: $338,789Net Assets 2011: $738,0092011Assets 2012: $898,739Liabilities 2012: $78,795Net Assets 2012: $819,9442012Assets 2013: $789,333Liabilities 2013: $34,380Net Assets 2013: $754,9532013Assets 2014: $798,507Liabilities 2014: $81,305Net Assets 2014: $717,2022014Assets 2015: $791,840Liabilities 2015: $98,993Net Assets 2015: $692,8472015Assets 2016: $907,824Liabilities 2016: $122,874Net Assets 2016: $784,9502016Assets 2017: $957,447Liabilities 2017: $79,370Net Assets 2017: $878,0772017Assets 2018: $986,748Liabilities 2018: $127,335Net Assets 2018: $859,4132018Assets 2019: $1,047,886Liabilities 2019: $129,653Net Assets 2019: $918,2332019Assets 2020: $1,100,095Liabilities 2020: $174,169Net Assets 2020: $925,9262020Assets 2021: $1,255,218Liabilities 2021: $215,706Net Assets 2021: $1,039,5122021Assets 2022: $1,405,645Liabilities 2022: $74,141Net Assets 2022: $1,331,5042022Assets 2023: $1,612,548Liabilities 2023: $197,920Net Assets 2023: $1,414,6282023Assets 2024: $1,753,088Liabilities 2024: $256,418Net Assets 2024: $1,496,6702024Assets 2025: $1,705,971Liabilities 2025: $289,663Net Assets 2025: $1,416,3082025

Highlighted filing

2017

Assets$957,447
Liabilities$79,370
Net Assets$878,077

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,418,0902011Expenses 2012: $1,267,8362012Expenses 2013: $678,4602013Revenue 2014: $485,154Expenses 2014: $522,905Net Income 2014: -$37,7512014Revenue 2015: $586,001Expenses 2015: $610,356Net Income 2015: -$24,3552015Revenue 2016: $776,838Expenses 2016: $684,735Net Income 2016: $92,1032016Revenue 2017: $916,817Expenses 2017: $823,690Net Income 2017: $93,1272017Revenue 2018: $679,165Expenses 2018: $697,829Net Income 2018: -$18,6642018Revenue 2019: $803,477Expenses 2019: $744,657Net Income 2019: $58,8202019Revenue 2020: $618,403Expenses 2020: $610,710Net Income 2020: $7,6932020Revenue 2021: $979,437Expenses 2021: $848,469Net Income 2021: $130,9682021Revenue 2022: $1,280,066Expenses 2022: $1,106,360Net Income 2022: $173,7062022Revenue 2023: $1,678,909Expenses 2023: $1,595,785Net Income 2023: $83,1242023Revenue 2024: $1,370,560Expenses 2024: $1,288,518Net Income 2024: $82,0422024Revenue 2025: $1,139,972Expenses 2025: $1,220,334Net Income 2025: -$80,3622025

Highlighted filing

2017

Revenue$916,817
Expenses$823,690
Net Income$93,127
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 11, 2017
Return Version
2016v3.1
Gross Receipts
$916,817
Mission and Program Overview

Mission

Weatherization and other health and safety related improvements to homes of low income individuals in madison county, new york.

Weatherization and other health and safety related improv- ments to homes of low income individuals in madison county, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$485,637$545,096▲ $59,459
Cash and Non-Interest-Bearing Accounts$188,684$227,977▲ $39,293
Land, Buildings, and Equipment, Net$70,644$62,162▼ $8,482
Pledges and Grants Receivable$146,028$31,253▼ $114,775
Inventories for Sale or Use$15,529$13,387▼ $2,142
Prepaid Expenses and Deferred Charges$1,302$4,167▲ $2,865
Total Assets$907,824$957,447▲ $49,623
Other Assets Total-$73,405-
Liabilities
Deferred Revenue$98,343$56,777▼ $41,566
Accounts Payable and Accrued Expenses$24,531$22,593▼ $1,938
Total Liabilities$122,874$79,370▼ $43,504
Net Assets / Fund Balance
Unrestricted Net Assets$683,950$878,077▲ $194,127
Temporarily Rstr Net Assets$101,000--
Total Net Assets Fund Balance$784,950$878,077▲ $93,127
Total Liabilities and Net Assets / Fund Balance$907,824$957,447▲ $49,623

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$62,162$337,577$399,739
Other Assets Org$73,405--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert NapoliExecutive DiFT$64,056$4,309$68,365

Board Members and Trustees

NameTitle
Blaine C CookPresident
Charlene BarresDirector
Mike FitzgeraldDirector
O Perry Tooker IiiDirector
Sheri RousseauDirector
Donna BonfardeciTreasurer
Joann McdermottVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$717,693
Program Service Revenue
$195,975
Investment Income
$3,149
Other Revenue
$0
Change in Net Assets
$93,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$916,817
Total Revenue per Audited Statements
$916,817
Total Revenue per Form 990
$916,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$440,496
Salaries, Compensation, and Employee Benefits$383,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$224,944$80,111-$305,055
Other Employee Benefits$39,623$14,112-$53,735
Office Expenses$40,617$137-$40,754
Fees for Services Other$8,333$17,523-$25,856
Insurance$24,605--$24,605
Payroll Taxes$17,995$6,409-$24,404
Travel$9,584--$9,584
Depreciation Depletion$2,107$6,377-$8,484
Other Expenses$3,297$1,916-$3,297
All Other Expenses$1,849--$1,849
Total Functional Expenses$697,105$126,585$0$823,690

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$823,690
Total Expenses per Audited Statements$823,690
Total Expenses per Form 990$823,690
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Page 6, Part VI, Line 11B

A draft of the 990 is sent to the treasurer for approval. The officer reviews the 990 and addresses any questions. The 990 is then filed when all questions and concerns are answered and the form is believed to be complete and accurate.

Form 990, Page 6, Part VI, Line 12C

The organization reviews the conflict of interest statements signed annually by all board members. If a conflict arises, the organization monitors the transaction to ensure it is conducted at arms lengh. The organization discourages this type of relationship and recommends an alternative situation if at all possible.

Form 990, Page 6, Part VI, Line 19

The organization makes available to the public upon request the following: governing documents, conflict of interest policy and annual financial statements.

Filing and Contact Details

Filer

Filer Name
Stoneleigh Housing Inc
EIN
16-1132971
Phone
3156973700
Address
120 E CENTER STREET, CANASTOTA, NY 13032

Signing Officer

Name
Robert Napoli
Title
Executive Director
Phone
3156973700
Signed
2017-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blaine C Cook
Formed
1983
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
11

Preparer

Firm
Gustafson & Wargo Cpas Llp
Address
3264 SENECA TURNPIKE, CANASTOTA, NY 13032
Preparer
T Charles Chambers CPA
Phone
3156972345
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0510
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0195975
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05446
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0337577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0399739
IRS990ScheduleD/ExpensesSubtotalAmt0823690
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt073405
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MORTGAGE LOAN RECEIVABLE
IRS990ScheduleD/RevenueSubtotalAmt0916817
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062162
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IRS990ScheduleD/TotalExpensesPerForm990Amt0823690
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS SENT TO THE TREASURER FOR APPROVAL. THE OFFICER REVIEWS THE 990 AND ADDRESSES ANY QUESTIONS. THE 990 IS THEN FILED WHEN ALL QUESTIONS AND CONCERNS ARE ANSWERED AND THE FORM IS BELIEVED TO BE COMPLETE AND ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST STATEMENTS SIGNED ANNUALLY BY ALL BOARD MEMBERS. IF A CONFLICT ARISES, THE ORGANIZATION MONITORS THE TRANSACTION TO ENSURE IT IS CONDUCTED AT ARMS LENGH. THE ORGANIZATION DISCOURAGES THIS TYPE OF RELATIONSHIP AND RECOMMENDS AN ALTERNATIVE SITUATION IF AT ALL POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC UPON REQUEST THE FOLLOWING: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0697105
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0122874
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IRS990/TotalOtherCompensationAmt04309
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IRS990/TotalReportableCompFromOrgAmt064056
IRS990/TotalRevenueGrp/ExclusionAmt03149
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0916817
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0907824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0957447
IRS990/TravelGrp/ProgramServicesAmt09584
IRS990/TravelGrp/TotalAmt09584
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0683950
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0878077
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0120 E CENTER ST
IRS990/USAddress/CityNm0CANASTOTA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013032
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.STONELEIGHHOUSING.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT NAPOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03156973700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONELEIGH HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0161132971
ReturnHeader/Filer/PhoneNum03156973700
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 E CENTER STREET
ReturnHeader/Filer/USAddress/CityNm0CANASTOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013032
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05914969CCFD557213D71DB4E8DB5CC6F231B2B19
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098DB753FC5CB0C0D6AD738B731777F03B712DE67
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161263579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUSTAFSON & WARGO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03264 SENECA TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANASTOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013032
ReturnHeader/PreparerPersonGrp/PhoneNum03156972345
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T CHARLES CHAMBERS CPA
ReturnHeader/ReturnTs02018-06-14T16:00:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.29$1.42$1.14$1.22$0.08
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.26$1.50$1.37$1.29$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.20$1.41$1.68$1.60$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.07$1.33$1.28$1.11$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.22$1.04$0.98$0.85$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.17$0.93$0.62$0.61$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.13$0.92$0.80$0.74$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.13$0.86$0.68$0.70$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.08$0.88$0.92$0.82$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.12$0.78$0.78$0.68$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.10$0.69$0.59$0.61$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.08$0.72$0.49$0.52$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.03$0.75$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.08$0.82$1.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.34$0.74$1.42