Civic Intelligence

Cazenovia Lake Foundation Inc

990EZ • Fiscal year 2019 • EIN 16-1538407

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

Organization ProfileN/A
PO Box 86Cazenovia, NY 13035

(315) 655-0325

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$277,812

Up $47,375 (+21%) from 2018

Net Assets

Up

$277,812

Up $47,375 (+21%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Down

$6,991

Down $4,022 (-37%) from 2018

Expenses

Up

$3,045

Up $113 (+3.9%) from 2018

Net Income

Down

$3,946

Down $4,135 (-51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$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

2019

Assets$277,812
Liabilities$0
Net Assets$277,812
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$6,991
Expenses$3,045
Net Income$3,946
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$6,991
Mission and Program Overview

Mission

To keep Cazenovia Lake in good condition

Program Services

DescriptionGrantsExpenses
No programming expenses in 2019--
Compensation and Service Providers
Top Officer Pay77th 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 Caz Lake
EIN
16-1538407
Address
PO Box 86, Cazenovia, NY 13035

Signing Officer

Name
Alix Shaw
Title
SecretaryTreas
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Ryan & Ryan CPAs
Address
130 Albany Street, Cazenovia, NY 13035
Preparer
Jill A Ryan
Phone
3156559361
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountNYS filing fee 50Miscelaneous 94”

Other changes in net assets or fund balances Part I line 20

“Description AmountUnrealized investment appreciation 43,429”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cazenovia
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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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt043429
IRS990EZ/OtherExpensesTotalAmt0144
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To keep Cazenovia Lake in good condition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0No programming expenses in 2019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03045
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt06991
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 97% of the organizations support and revenue is derived from investment income from these publicly-funded investments, and the public support percentage is above 10% (23% for 2019 and 2018), the organization is considered to be publicly funded.The board represents the interests of the general public and has a plan to carry out its mission to support the health of Cazenovia Lake.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountNYS filing fee 50Miscelaneous 94
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecretaryTreas
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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ReturnHeader/Filer/EIN0161538407
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 86
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ReturnHeader/FilingSecurityInformation/IPTm010:59:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161433041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ryan & Ryan CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 Albany Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cazenovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013035
ReturnHeader/PreparerPersonGrp/PhoneNum03156559361
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill A Ryan
ReturnHeader/ReturnTs02020-11-03T10:58:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,812
Liabilities
$0
Net assets
$277,812
Revenue
$6,991
Expenses
$3,045
Net income
$3,946
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