Civic Intelligence

Sage-Upstate

990 • Fiscal year 2014 • EIN 16-1540763

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 10, 2015

431 East Fayette StreetSyracuse, NY 13202

(315) 478-1923

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • NTEE R • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

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

2014 filings • NTEE R • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-9.4%

Higher net margin than 23% of similar nonprofits.

2014 filings • NTEE R • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$49,820

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2014 filings • NTEE R • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-10%

Faster asset growth than 36% of similar nonprofits.

2014 filings • NTEE R • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

3.2%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • NTEE R • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$148,658

Down $17,062 (-10%) from 2013

Net Assets

Down

$146,258

Down $19,462 (-12%) from 2013

Liabilities

Up

$2,400

Up $2,400 from 2013

Revenue

Up

$207,210

Up $6,421 (+3.2%) from 2013

Expenses

Down

$226,672

Down $5,234 (-2.3%) from 2013

Net Income

Up

-$19,462

Up $11,655 (+37%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $224,865Liabilities 2010: $26,505Net Assets 2010: $198,3602010Assets 2011: $231,770Liabilities 2011: $14,888Net Assets 2011: $216,8822011Assets 2012: $214,703Liabilities 2012: $17,866Net Assets 2012: $196,8372012Assets 2013: $165,720Liabilities 2013: $0Net Assets 2013: $165,7202013Assets 2014: $148,658Liabilities 2014: $2,400Net Assets 2014: $146,2582014Assets 2015: $139,078Liabilities 2015: $0Net Assets 2015: $139,0782015Assets 2016: $133,597Liabilities 2016: $3,388Net Assets 2016: $130,2092016Assets 2017: $139,985Liabilities 2017: $3,388Net Assets 2017: $136,5972017Assets 2018: $146,466Liabilities 2018: $6,976Net Assets 2018: $139,4902018Assets 2019: $142,572Liabilities 2019: $1,164Net Assets 2019: $141,4082019Assets 2020: $123,195Liabilities 2020: $24,521Net Assets 2020: $98,6742020Assets 2021: $113,270Liabilities 2021: $904Net Assets 2021: $112,3662021Assets 2022: $238,114Liabilities 2022: $110,344Net Assets 2022: $127,7702022Assets 2023: $231,290Liabilities 2023: $103,270Net Assets 2023: $128,0202023Assets 2024: $177,035Liabilities 2024: $75,944Net Assets 2024: $101,0912024

Highlighted filing

2014

Assets$148,658
Liabilities$2,400
Net Assets$146,258

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $205,5772010Expenses 2011: $211,4962011Expenses 2012: $219,1952012Revenue 2013: $200,789Expenses 2013: $231,906Net Income 2013: -$31,1172013Revenue 2014: $207,210Expenses 2014: $226,672Net Income 2014: -$19,4622014Revenue 2015: $203,488Expenses 2015: $210,668Net Income 2015: -$7,1802015Revenue 2016: $196,696Expenses 2016: $205,565Net Income 2016: -$8,8692016Revenue 2017: $215,795Expenses 2017: $209,407Net Income 2017: $6,3882017Revenue 2018: $226,453Expenses 2018: $223,560Net Income 2018: $2,8932018Revenue 2019: $217,516Expenses 2019: $216,381Net Income 2019: $1,1352019Revenue 2020: $147,891Expenses 2020: $190,625Net Income 2020: -$42,7342020Revenue 2021: $172,222Expenses 2021: $159,976Net Income 2021: $12,2462021Revenue 2022: $231,951Expenses 2022: $215,214Net Income 2022: $16,7372022Revenue 2023: $354,016Expenses 2023: $354,779Net Income 2023: -$7632023Revenue 2024: $357,999Expenses 2024: $384,928Net Income 2024: -$26,9292024

Highlighted filing

2014

Revenue$207,210
Expenses$226,672
Net Income-$19,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 10, 2015
Return Version
2014v5.0
Gross Receipts
$207,210
Mission and Program Overview

Mission

Providing beneficial activities and emotional support within a friendly freindly and safe environment and educating the community at large about the needs of older gay men, lesbians, bisexuals and transgender persons.

Providing beneficial activities and emotional support within a freindly and safe environment and educating the community at large about the needs of older gay men, lesbians, bisexuals and transgender persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,883$65,341▲ $17,458
Land, Buildings, and Equipment, Net$54,739$48,446▼ $6,293
Pledges and Grants Receivable$62,098$33,871▼ $28,227
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$165,720$148,658▼ $17,062
Liabilities
Accounts Payable and Accrued Expenses-$2,400-
Total Liabilities$0$2,400▲ $2,400
Net Assets / Fund Balance
Unrestricted Net Assets$162,500$146,258▼ $16,242
Temporarily Rstr Net Assets$3,220--
Total Net Assets Fund Balance$165,720$146,258▼ $19,462
Total Liabilities and Net Assets / Fund Balance$165,720$148,658▼ $17,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,325$59,775-
Leasehold Improvements$36,121$10,696-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim DillExecutive DirectorFT$49,820$49,820

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$207,152
Program Service Revenue
$0
Investment Income
$58
Other Revenue
$0
All Other Contributions
$60,966
Change in Net Assets
$-19,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,559
Other Expenses$104,113
Total Fundraising Expense$15,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,735$18,185$5,819$72,739
Current Officers, Directors, Trustees, and Key Employees$33,379$12,455$3,986$49,820
Occupancy$15,333$5,721$1,831$22,885
Office Expenses$15,642$4,140$656$20,438
Fees for Services Other$10,950$72$1,755$12,777
Depreciation Depletion$5,755$2,147$687$8,589
Fees for Services Accounting$1,544$4,417$184$6,145
Advertising$4,205$0$0$4,205
Other Expenses$2,431$0$0$2,431
Information Technology$1,622$604$194$2,420
Conferences and Meetings$2,014$66$0$2,080
Insurance$1,169$435$140$1,744
Total Functional Expenses$161,283$49,773$15,616$226,672
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
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sageupstate Inc
EIN
16-1540763
Phone
3154781923
Address
431 EAST FAYETTE STREET, SYRACUSE, NY 13202

Signing Officer

Name
William Doswell
Title
Chair
Phone
3154781923
Signed
2015-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Willard Doswell
Formed
1997
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
100

Preparer

Firm
Daley Lacombe & Charette Pc
Address
116 FAYETTE ST, MANLIUS, NY 13104-1800
Preparer
Marjorie Lacombe
Phone
3156924033
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization has members.

Pt VI, Line 7A

The organization elects members to the governing body.

Pt VI, Line 8B

The meetings of the governing board are documented in the board meeting minutes each time a meeting is held.

Pt VI, Line 11B

Will be presented to the board at the next meeting.

Pt VI, Line 15A

Look at comparable data, executive director is reviewed annually by chair of board, salary increases are approved by the board.

Pt VI, Line 15B

Staff has a hiring committee that determines initial salary and executive director reviews annually and recommends increases to the board.

Pt VI, Line 19

Made avaiable to the public upon request

Form 990EZ, Part II, Line 24

GRANT RECEIVABLE

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IRS990/OfficeExpensesGrp/ProgramServicesAmt015642
IRS990/OfficeExpensesGrp/TotalAmt020438
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0DUPLICATION & PRINTING
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2FACILITIES
IRS990/OtherExpensesGrp/Desc3DUES & PUBS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2364
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21138
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt011388
IRS990/OtherExpensesGrp/ProgramServicesAmt14065
IRS990/OtherExpensesGrp/ProgramServicesAmt23051
IRS990/OtherExpensesGrp/ProgramServicesAmt32431
IRS990/OtherExpensesGrp/TotalAmt011388
IRS990/OtherExpensesGrp/TotalAmt14458
IRS990/OtherExpensesGrp/TotalAmt24553
IRS990/OtherExpensesGrp/TotalAmt32431
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05819
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018185
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048735
IRS990/OtherSalariesAndWagesGrp/TotalAmt072739
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt062098
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033871
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0WILLARD DOSWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0200590
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0199
IRS990/PYOtherExpensesAmt0106601
IRS990/PYRevenuesLessExpensesAmt0-31117
IRS990/PYSalariesCompEmpBnftPaidAmt0125305
IRS990/PYTotalExpensesAmt0231906
IRS990/PYTotalRevenueAmt0200789
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-19462
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0207210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0207152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0197923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0199150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0230018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0240700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01074943
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0222
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0222
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01247
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01074943
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0207152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0197923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0199150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0230018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0240700
IRS990ScheduleA/Total509Grp/TotalAmt01074943
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01076190
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt012325
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059775
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt072100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt036121
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010696
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt046817
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048446
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ELECTS MEMBERS TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEETINGS OF THE GOVERNING BOARD ARE DOCUMENTED IN THE BOARD MEETING MINUTES EACH TIME A MEETING IS HELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WILL BE PRESENTED TO THE BOARD AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOOK AT COMPARABLE DATA, EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY CHAIR OF BOARD, SALARY INCREASES ARE APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF HAS A HIRING COMMITTEE THAT DETERMINES INITIAL SALARY AND EXECUTIVE DIRECTOR REVIEWS ANNUALLY AND RECOMMENDS INCREASES TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MADE AVAIABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANT RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03220
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0165720
IRS990/TotalAssetsEOYAmt0148658
IRS990/TotalAssetsGrp/BOYAmt0165720
IRS990/TotalAssetsGrp/EOYAmt0148658
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0207152
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015616
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161283
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226672
IRS990/TotalGrossUBIAmt058
IRS990/TotalLiabilitiesEOYAmt02400

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.76$1.01$3.58$3.85$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.31$1.03$1.28$3.54$3.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.38$1.10$1.28$2.32$2.15$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$1.72$1.60$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.25$0.99$1.48$1.91$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.41$2.18$2.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.07$1.39$2.26$2.24$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$2.16$2.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.03$1.30$1.97$2.06$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.03$2.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.46$2.07$2.27$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.01$2.32$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.18$1.97$2.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.15$2.17$2.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.27$1.98$2.06