Civic Intelligence

Foundation for Caz Lake

EIN 16-1538407 • 501(c)3 • Cazenovia, NY

Profile

To keep Cazenovia Lake in good condition

PO Box 86Cazenovia, NY 13035

n/A

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 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-3277%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $310,638 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $310,638 (-100%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$9,478

Down $9,739 (-51%) from 2020

Expenses

Up

$320,116

Up $319,707 (+78168%) from 2020

Net Income

Down

-$310,638

Down $329,446 (-1752%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$400K$300K$200K$100K$0Assets 2010: $145,468Net Assets 2010: $145,4682010Assets 2011: $151,810Liabilities 2011: $02011Assets 2012: $168,850Net Assets 2012: $168,8502012Assets 2013: $214,555Net Assets 2013: $214,5552013Assets 2014: $227,843Net Assets 2014: $227,8432014Assets 2015: $225,689Net Assets 2015: $225,6892015Assets 2016: $228,457Net Assets 2016: $228,4572016Assets 2017: $241,340Net Assets 2017: $241,3402017Assets 2018: $230,437Net Assets 2018: $230,4372018Assets 2019: $277,812Liabilities 2019: $0Net Assets 2019: $277,8122019Assets 2020: $310,638Liabilities 2020: $0Net Assets 2020: $310,6382020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200K-$400KRevenue 2010: $6,421Expenses 2010: $20,337Net Income 2010: -$13,9162010Revenue 2011: $5,614Expenses 2011: $250Net Income 2011: $5,3642011Revenue 2012: $3,836Expenses 2012: $611Net Income 2012: $3,2252012Revenue 2013: $4,600Expenses 2013: $292Net Income 2013: $4,3082013Revenue 2014: $5,575Expenses 2014: $9,833Net Income 2014: -$4,2582014Revenue 2015: $5,195Expenses 2015: $368Net Income 2015: $4,8272015Revenue 2016: $5,532Expenses 2016: $16,903Net Income 2016: -$11,3712016Revenue 2017: $7,321Expenses 2017: $21,282Net Income 2017: -$13,9612017Revenue 2018: $11,013Expenses 2018: $2,932Net Income 2018: $8,0812018Revenue 2019: $6,991Expenses 2019: $3,045Net Income 2019: $3,9462019Revenue 2020: $19,217Expenses 2020: $409Net Income 2020: $18,8082020Revenue 2021: $9,478Expenses 2021: $320,116Net Income 2021: -$310,6382021

Highlighted filing

2021

Revenue$9,478
Expenses$320,116
Net Income-$310,638
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$9,478
Expenses
$320,116
Net income
-$310,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$3.20$3.11
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.00$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.07$0.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.11$0.03$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.07$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.06$0.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.06$0.10$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.05$0.00$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.69$0.04$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.52$0.00$0.06$0.00$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$0.06$0.20$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 5, 2022
Return Version
2021v4.2
Gross Receipts
$9,478
Mission and Program Overview

Mission

To keep Cazenovia Lake in good condition

Program Services

DescriptionGrantsExpenses
Grant of all assets to Cazenovia Lake Association$311,192$311,192
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim McDonoughPresident-$0--
Jim DungeyVP-$0--
Alix ShawSecretarytreasurer-$0--
Bob ConstableBoard Member-$0--
David MillerBoard Member-$0--
Bob GreinerBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Cazenovia Lake Inc
EIN
16-1538407
Address
PO Box 86, Cazenovia, NY 13035

Signing Officer

Name
Alix Shaw
Title
SecretaryTreas
Phone
3156550325
Signed
2022-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Ryan & Ryan CPAs
Address
PO Box 303, Cazenovia, NY 13035
Preparer
Jill Ryan
Phone
3156559361
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Protecting the health of Cazenovia Lake Grantee Cazenovia Lake Association Street PO Box 55 City, State, Zip Cazenovia, NY 13035Amount 311,192”

Description of other expenses Part I line 16

“Description AmountMiscellaneous 100”

Raw XML Appendix171 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/PersonNm0Alix Shaw
IRS990EZ/BooksInCareOfDetail/PhoneNum03156550325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cazenovia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0310638
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-310638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08824
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0310638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0311192
IRS990EZ/GrossReceiptsAmt09478
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09478
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0310638
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0310638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim McDonough
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Dungey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alix Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bob Constable
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bob Greiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SecretaryTreasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To keep Cazenovia Lake in good condition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant of all assets to Cazenovia Lake Association
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0311192
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0311192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0320116
IRS990EZ/TotalProgramServiceExpensesAmt0311192
IRS990EZ/TotalRevenueAmt09478
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The initial funding for the Foundation for Cazenovia Lake came from the Cazenovia Lake Association, an organization funded by the general public.Since all of the organizations support and revenue is derived from investment income from these publicly-funded investments, and the public support percentage was above 10% at the time the board of directors voted to dissolve and transfer all assets back to the Cazenovia Lake Association, the organization is considered to be publicly funded.The board represents the interests of the general public.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06791
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05571
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049421
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.08480
IRS990ScheduleA/PublicSupportPY170Pct00.15680
IRS990ScheduleA/PublicSupportTotal170Amt04580
IRS990ScheduleA/SubstantialContributorsTotAmt020
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04600
IRS990ScheduleA/TotalSupportAmt054021
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Transferred all funds to an organization with similar goals
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-03-03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0161077710
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0311192
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0Cazenovia Lake Association
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO Box 55
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Cazenovia
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd013035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Protecting the health of Cazenovia Lake Grantee Cazenovia Lake Association Street PO Box 55 City, State, Zip Cazenovia, NY 13035Amount 311,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMiscellaneous 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alix Shaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecretaryTreas
ReturnHeader/BusinessOfficerGrp/PhoneNum03156550325
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foundation for Cazenovia Lake Inc
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0161538407
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 86
ReturnHeader/Filer/USAddress/CityNm0Cazenovia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161433041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ryan & Ryan CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cazenovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013035
ReturnHeader/PreparerPersonGrp/PhoneNum03156559361
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill Ryan
ReturnHeader/ReturnTs02022-07-11T17:44:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alix
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shaw
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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