Civic Intelligence

Weston Foundation Inc

990 • Fiscal year 2022 • EIN 16-1390711

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

4612 Millenium DriveGeneseo, NY 14454

(585) 991-5012

Siviq Scores

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

Liabilities / Assets

74th percentile

0.33x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.82x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2022

Net Margin

46th percentile

7.4%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$182,985

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 82.8% of source-year revenue.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2022

Asset Growth

22nd percentile

-5.4%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

0.0%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$538,939

Down $30,966 (-5.4%) from 2021

Net Assets

Up

$358,880

Up $16,421 (+4.8%) from 2021

Liabilities

Down

$180,059

Down $47,387 (-21%) from 2021

Revenue

Flat

$220,865

Flat from 2021

Expenses

Down

$204,445

Down $29,362 (-13%) from 2021

Net Income

Up

$16,420

Up $29,362 (+227%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $871,724Liabilities 2010: $633,859Net Assets 2010: $237,8652010Assets 2011: $852,091Liabilities 2011: $600,743Net Assets 2011: $251,3482011Assets 2012: $834,288Liabilities 2012: $557,971Net Assets 2012: $276,3172012Assets 2013: $823,613Liabilities 2013: $532,374Net Assets 2013: $291,2392013Assets 2014: $804,732Liabilities 2014: $501,772Net Assets 2014: $302,9602014Assets 2015: $805,112Liabilities 2015: $466,615Net Assets 2015: $338,4972015Assets 2016: $776,923Liabilities 2016: $431,196Net Assets 2016: $345,7272016Assets 2017: $755,738Liabilities 2017: $395,630Net Assets 2017: $360,1082017Assets 2018: $718,615Liabilities 2018: $356,518Net Assets 2018: $362,0972018Assets 2019: $683,168Liabilities 2019: $315,547Net Assets 2019: $367,6212019Assets 2020: $628,072Liabilities 2020: $272,671Net Assets 2020: $355,4012020Assets 2021: $569,905Liabilities 2021: $227,446Net Assets 2021: $342,4592021Assets 2022: $538,939Liabilities 2022: $180,059Net Assets 2022: $358,8802022Assets 2023: $509,245Liabilities 2023: $130,818Net Assets 2023: $378,4272023Assets 2024: $487,830Liabilities 2024: $78,775Net Assets 2024: $409,0552024

Highlighted filing

2022

Assets$538,939
Liabilities$180,059
Net Assets$358,880

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $188,9922010Revenue 2011: $212,707Expenses 2011: $199,224Net Income 2011: $13,4832011Expenses 2012: $178,7942012Revenue 2013: $203,724Expenses 2013: $188,802Net Income 2013: $14,9222013Revenue 2014: $241,206Expenses 2014: $229,485Net Income 2014: $11,7212014Revenue 2015: $216,325Expenses 2015: $204,009Net Income 2015: $12,3162015Revenue 2016: $229,564Expenses 2016: $222,334Net Income 2016: $7,2302016Revenue 2017: $234,226Expenses 2017: $219,845Net Income 2017: $14,3812017Revenue 2018: $238,936Expenses 2018: $236,947Net Income 2018: $1,9892018Revenue 2019: $243,737Expenses 2019: $238,213Net Income 2019: $5,5242019Revenue 2020: $218,586Expenses 2020: $230,806Net Income 2020: -$12,2202020Revenue 2021: $220,865Expenses 2021: $233,807Net Income 2021: -$12,9422021Revenue 2022: $220,865Expenses 2022: $204,445Net Income 2022: $16,4202022Revenue 2023: $231,621Expenses 2023: $212,073Net Income 2023: $19,5482023Revenue 2024: $227,717Expenses 2024: $197,089Net Income 2024: $30,6282024

Highlighted filing

2022

Revenue$220,865
Expenses$204,445
Net Income$16,420
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$220,865
Mission and Program Overview

Mission

Lease-holding entity related to the Council on Addiction Recovery Services, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$359,233$328,059▼ $31,174
Savings and Temporary Cash Investments$57,924$57,936▲ $12
Cash and Non-Interest-Bearing Accounts$3,344$3,164▼ $180
Total Assets$569,905$538,939▼ $30,966
Other Assets Total$149,404$149,780▲ $376
Liabilities
Mortgage Notes Payable Secured by Investment Property$226,719$179,484▼ $47,235
Accounts Payable and Accrued Expenses$727$575▼ $152
Total Liabilities$227,446$180,059▼ $47,387
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$342,459$358,880▲ $16,421
Total Net Assets Fund Balance$342,459$358,880▲ $16,421
Total Liabilities and Net Assets / Fund Balance$569,905$538,939▼ $30,966

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$240,958$446,503$687,461
Buildings$7,152$473,255$480,407
Land$72,725-$72,725
Equipment$7,224$13,416$20,640
Other Assets Org$149,780--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann DomingosExecutive DirectorFT$158,837$24,148$182,985
Sandra J CaparuloTbdFT$102,334-$102,334
Jennifer GroffCFO (beginning August 2022)FT$63,725$5,030$68,755
Mary Joan GlantonCFO (through April 2022)FT$31,756$2,429$34,185
Karen HardickCFO (may 2022 Through July 2022)FT$20,360$1,558$21,918

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$220,853
Investment Income
$12
Other Revenue
$0
Change in Net Assets
$16,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,445
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
Fees for Services Management-$85,920-$85,920
Occupancy$48,085--$48,085
Depreciation Depletion$31,174--$31,174
Insurance$22,017--$22,017
Interest$10,033--$10,033
Other Expenses$7,216--$7,216
Total Functional Expenses$118,525$85,920$0$204,445
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
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
Yes
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 was provided to all board members for review prior to submission.

Form 990, Part VI, Section B, Line 12C

Board of directors are required to review the conflict of interest policy and sign a statement indicating they received the policy and are in compliance with it.

Form 990, Part VI, Section C, Line 19

Governing documents, policies, and financial statements are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Weston Foundation Inc
EIN
16-1390711
Phone
5859915012
Address
4612 MILLENIUM DRIVE, GENESEO, NY 14454

Signing Officer

Name
Jennifer Groff
Title
Chief Financial Officer
Phone
5859915012
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Groff
Formed
1993
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Nancy J Snyder
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

No changes from the prior year.

Raw XML AppendixShowing 400 of 425 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0727
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0575
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LEASE-HOLDING ENTITY RELATED TO THE COUNCIL ON ADDICTION RECOVERY SERVICES, INC.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER GROFF
IRS990/BooksInCareOfDetail/PhoneNum05859915012
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04612 MILLENIUM DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GENESEO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014454
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03344
IRS990/CashNonInterestBearingGrp/EOYAmt03164
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012
IRS990/CYOtherExpensesAmt0204445
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0220853
IRS990/CYRevenuesLessExpensesAmt016420
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0204445
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0220865
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt031174
IRS990/DepreciationDepletionGrp/TotalAmt031174
IRS990/Desc0TO PROVIDE LEASE-HOLDING FUNCTION FOR COUNCIL ON ADDICTION RECOVERY SERVICES, INC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0118525
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt085920
IRS990/FeesForServicesManagementGrp/TotalAmt085920
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt835.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt824148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt92429
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt101558
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115030
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MARCIA MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN TEMPLETON
IRS990/Form990PartVIISectionAGrp/PersonNm3JACKIE MOHRMAM
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBRA BOISVERT
IRS990/Form990PartVIISectionAGrp/PersonNm5SUJATA RAMAIAH ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSS HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA SCHNELL
IRS990/Form990PartVIISectionAGrp/PersonNm8ANN DOMINGOS
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY JOAN GLANTON
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN HARDICK
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER GROFF
IRS990/Form990PartVIISectionAGrp/PersonNm12SANDRA J CAPARULO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8158837
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt931756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1020360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1163725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12102334
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO (THROUGH APRIL 2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO (MAY 2022 THROUGH JULY 2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO (BEGINNING AUGUST 2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt12TBD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0220865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt022017
IRS990/InsuranceGrp/TotalAmt022017
IRS990/InterestGrp/ProgramServicesAmt010033
IRS990/InterestGrp/TotalAmt010033
IRS990/InvestmentIncomeGrp/ExclusionAmt012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0933174
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0359233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0328059
IRS990/LandBldgEquipCostOrOtherBssAmt01261233
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LEASE-HOLDING ENTITY RELATED TO THE COUNCIL ON ADDICTION RECOVERY SERVICES, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0226719
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0179484
IRS990/NetAssetsOrFundBalancesBOYAmt0342459
IRS990/NetAssetsOrFundBalancesEOYAmt0358880
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0342459
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0358880
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt048085
IRS990/OccupancyGrp/TotalAmt048085
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0149404
IRS990/OtherAssetsTotalGrp/EOYAmt0149780
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt07216
IRS990/OtherExpensesGrp/TotalAmt07216
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER GROFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531190
IRS990/ProgramServiceRevenueGrp/Desc0RENT - TITLE HOLDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0220853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0220853
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt0233807
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0220853
IRS990/PYRevenuesLessExpensesAmt0-12942
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0233807
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0220865
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016420
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0220853
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057936
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07152
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0473255
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0480407
IRS990ScheduleD/EquipmentGrp/BookValueAmt07224
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013416
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020640
IRS990ScheduleD/LandGrp/BookValueAmt072725
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt072725
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0240958
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0446503
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0687461
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0149780
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM COUNCIL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0328059
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0149780
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0158837
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04997
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANN DOMINGOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT INDICATING THEY RECEIVED THE POLICY AND ARE IN COMPLIANCE WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CASA-TRINITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASA-TRINITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0161039939
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADDICTION AND RECOVERY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170 (B)(2)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04612 MILLENIUM DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GENESEO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014454
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0220853
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CASA-TRINITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0569905
IRS990/TotalAssetsEOYAmt0538939
IRS990/TotalAssetsGrp/BOYAmt0569905
IRS990/TotalAssetsGrp/EOYAmt0538939
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085920
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118525
IRS990/TotalFunctionalExpensesGrp/TotalAmt0204445
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0227446
IRS990/TotalLiabilitiesEOYAmt0180059
IRS990/TotalLiabilitiesGrp/BOYAmt0227446
IRS990/TotalLiabilitiesGrp/EOYAmt0180059
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342459
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0358880
IRS990/TotalOtherCompensationAmt033165
IRS990/TotalProgramServiceExpensesAmt0118525
IRS990/TotalProgramServiceRevenueAmt0220853
IRS990/TotalReportableCompFromOrgAmt0377012
IRS990/TotalRevenueGrp/ExclusionAmt012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220853
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0569905
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538939
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04612 MILLENIUM DRIVE
IRS990/USAddress/CityNm0GENESEO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014454
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CASA-TRINITY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05859915012
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.79$4.09$2.28$1.97$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$1.31$3.78$2.32$2.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.39$1.80$3.59$2.21$2.04$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.70$2.27$3.42$2.21$2.34$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.28$2.73$3.55$2.19$2.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.83$3.16$3.68$2.44$2.38$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$3.57$3.62$2.39$2.37$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$3.96$3.60$2.34$2.20$0.14
2016Detailed filing. Detailed filing data is available for this year.$7.77$4.31$3.46$2.30$2.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$8.05$4.67$3.38$2.16$2.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.05$5.02$3.03$2.41$2.29$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.24$5.32$2.91$2.04$1.89$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$5.58$2.76$1.79
2011Summary only. Only limited summary data is available for this year.$8.52$6.01$2.51$2.13$1.99$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$6.34$2.38$1.89