Civic Intelligence

Sage-Upstate

990 • Fiscal year 2020 • EIN 16-1540763

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

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

79th percentile

0.20x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-29%

Higher net margin than 16% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$62,233

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2020 filings • NTEE R • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-14%

Faster asset growth than 26% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • NTEE R • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$123,195

Down $19,377 (-14%) from 2019

Net Assets

Down

$98,674

Down $42,734 (-30%) from 2019

Liabilities

Up

$24,521

Up $23,357 (+2007%) from 2019

Revenue

Down

$147,891

Down $69,625 (-32%) from 2019

Expenses

Down

$190,625

Down $25,756 (-12%) from 2019

Net Income

Down

-$42,734

Down $43,869 (-3865%) from 2019

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

2020

Assets$123,195
Liabilities$24,521
Net Assets$98,674

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

2020

Revenue$147,891
Expenses$190,625
Net Income-$42,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.1
Gross Receipts
$147,891
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,

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$106,060$92,363▼ $13,697
Land, Buildings, and Equipment, Net$22,497$20,512▼ $1,985
Pledges and Grants Receivable$4,250$0▼ $4,250
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$142,572$123,195▼ $19,377
Other Assets Total$8,765$9,320▲ $555
Liabilities
Unsecured Notes Loans Payable-$18,720-
Accounts Payable and Accrued Expenses$1,164$5,801▲ $4,637
Deferred Revenue$0--
Total Liabilities$1,164$24,521▲ $23,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,900$98,674▼ $23,226
Net Assets With Donor Restrictions$19,508$0▼ $19,508
Total Net Assets Fund Balance$141,408$98,674▼ $42,734
Total Liabilities and Net Assets / Fund Balance$142,572$123,195▼ $19,377

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$72,100-
Leasehold Improvements$20,512$26,305-
Other Assets Org$9,320--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim DillExecutive DirectorFT$62,233$62,233

Board Members and Trustees

NameTitle
Rob PuschChair
Kelvin WilliamsVice Chair
Bob BezyDirector
Dan Bishop-baslerDirector
Gary FitzgeraldDirector
Vivian ChappelierDirector
Vivian DerricksonDirector
William DoswellDirector
Forest AntrumRecording Clerk
Greg LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,534
Program Service Revenue
$0
Investment Income
$357
Other Revenue
$0
All Other Contributions
$127,963
Change in Net Assets
$-42,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$111,824
Other Expenses$78,801
Total Fundraising Expense$23,467
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,696$15,558$4,979$62,233
Occupancy$17,144$6,397$2,047$25,588
Other Salaries and Wages$14,379$5,365$1,717$21,461
Other Employee Benefits$12,972$4,840$1,549$19,361
All Other Expenses$2,637$276$11,051$13,964
Fees for Services Accounting$5,579$1,859$0$7,438
Payroll Taxes$4,836$1,805$577$7,218
Office Expenses$3,447$1,169$58$4,674
Information Technology$3,033$1,131$362$4,526
Advertising$1,599$597$191$2,387
Depreciation Depletion$1,489$496$0$1,985
Pension Plan Contributions$1,039$388$124$1,551
Insurance$1,046$349$0$1,395
Travel$316$0$0$316
Other Expenses$0$62$0$62
Total Functional Expenses$124,332$42,826$23,467$190,625
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 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
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
Bob Bezy
Title
Chair
Phone
3154781923
Signed
2021-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Pusch
Formed
1997
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
50

Preparer

Firm
Daley Lacombe & Charette Pc
Address
116 FAYETTE ST, MANLIUS, NY 13104
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

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/TotalAmt12101
IRS990/OtherExpensesGrp/TotalAmt24227
IRS990/OtherExpensesGrp/TotalAmt362
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01717
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05365
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014379
IRS990/OtherSalariesAndWagesGrp/TotalAmt021461
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0577
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01805
IRS990/PayrollTaxesGrp/ProgramServicesAmt04836
IRS990/PayrollTaxesGrp/TotalAmt07218
IRS990/PensionPlanContributionsGrp/FundraisingAmt0124
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0388
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01039
IRS990/PensionPlanContributionsGrp/TotalAmt01551
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0ROB PUSCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0217077
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0439
IRS990/PYOtherExpensesAmt095432
IRS990/PYRevenuesLessExpensesAmt01135
IRS990/PYSalariesCompEmpBnftPaidAmt0120949
IRS990/PYTotalExpensesAmt0216381
IRS990/PYTotalRevenueAmt0217516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-42734
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0147891
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0147534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0187076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0226250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0215844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0196878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0973582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0439
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01049
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0973582
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0147534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0187076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0226250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0215844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0196878
IRS990ScheduleA/Total509Grp/TotalAmt0973582
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0974631
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072100
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt072100
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt020512
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026305
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt046817
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt09320
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COMMUNITY FOUNDATION ENDOWMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020512
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09320
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0142572
IRS990/TotalAssetsEOYAmt0123195
IRS990/TotalAssetsGrp/BOYAmt0142572
IRS990/TotalAssetsGrp/EOYAmt0123195
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0147534
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023467
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042826
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124332
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01164
IRS990/TotalLiabilitiesEOYAmt024521
IRS990/TotalLiabilitiesGrp/BOYAmt01164
IRS990/TotalLiabilitiesGrp/EOYAmt024521
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0141408
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0124332
IRS990/TotalReportableCompFromOrgAmt062233
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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