Civic Intelligence

First Hand Learning Inc.

990 • Fiscal year 2014 • EIN 16-1556618

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 09, 2015

Organization ProfileWWW.FIRSTHANDLEARNING.ORG
2495 Main Street Suite 556Buffalo, NY 14214

(716) 831-8722

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.36x

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

2014 filings • NTEE B90 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.09x

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

2014 filings • NTEE B90 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

4.0%

Higher net margin than 51% of similar nonprofits.

2014 filings • NTEE B90 • <$500k nonprofits • Source year 2014

Top Officer Pay

95th percentile

$51,057

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2014 filings • NTEE B90 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2014 filings • NTEE B90 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • NTEE B90 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$96,994

Down $72,748 (-43%) from 2013

Net Assets

Up

$61,599

Up $15,465 (+34%) from 2013

Liabilities

Down

$35,395

Down $88,213 (-71%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin51st percentile

Revenue

Up

$382,253

Up $87,438 (+30%) from 2013

Expenses

Up

$366,788

Up $53,710 (+17%) from 2013

Net Income

Up

$15,465

Up $33,728 (+185%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$300K$200K$100K$0Assets 2010: $156,580Liabilities 2010: $83,553Net Assets 2010: $73,0272010Assets 2011: $183,435Liabilities 2011: $71,649Net Assets 2011: $111,7862011Assets 2012: $106,292Liabilities 2012: $41,895Net Assets 2012: $64,3972012Assets 2013: $169,742Liabilities 2013: $123,608Net Assets 2013: $46,1342013Assets 2014: $96,994Liabilities 2014: $35,395Net Assets 2014: $61,5992014Assets 2015: $199,076Liabilities 2015: $110,134Net Assets 2015: $88,9422015Assets 2016: $196,870Liabilities 2016: $90,313Net Assets 2016: $106,5572016Assets 2017: $173,742Liabilities 2017: $53,320Net Assets 2017: $120,4222017Assets 2018: $176,440Liabilities 2018: $39,343Net Assets 2018: $137,0972018Assets 2019: $141,909Liabilities 2019: $40,996Net Assets 2019: $100,9132019Assets 2020: $200,822Liabilities 2020: $12,107Net Assets 2020: $188,7152020Assets 2021: $201,996Liabilities 2021: $41,059Net Assets 2021: $160,9372021Assets 2022: $295,755Liabilities 2022: $127,854Net Assets 2022: $167,9012022Assets 2023: $195,600Liabilities 2023: $64,836Net Assets 2023: $130,7642023Assets 2024: $293,266Liabilities 2024: $189,577Net Assets 2024: $103,6892024

Highlighted filing

2014

Assets$96,994
Liabilities$35,395
Net Assets$61,599
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $744,3422010Expenses 2011: $791,0372011Revenue 2012: $462,512Expenses 2012: $509,901Net Income 2012: -$47,3892012Revenue 2013: $294,815Expenses 2013: $313,078Net Income 2013: -$18,2632013Revenue 2014: $382,253Expenses 2014: $366,788Net Income 2014: $15,4652014Revenue 2015: $325,698Expenses 2015: $298,355Net Income 2015: $27,3432015Revenue 2016: $313,456Expenses 2016: $295,841Net Income 2016: $17,6152016Revenue 2017: $304,529Expenses 2017: $290,664Net Income 2017: $13,8652017Revenue 2018: $291,770Expenses 2018: $275,095Net Income 2018: $16,6752018Revenue 2019: $226,390Expenses 2019: $262,574Net Income 2019: -$36,1842019Revenue 2020: $326,977Expenses 2020: $263,892Net Income 2020: $63,0852020Revenue 2021: $278,069Expenses 2021: $292,680Net Income 2021: -$14,6112021Revenue 2022: $255,616Expenses 2022: $265,289Net Income 2022: -$9,6732022Revenue 2023: $259,550Expenses 2023: $296,687Net Income 2023: -$37,1372023Revenue 2024: $282,493Expenses 2024: $309,568Net Income 2024: -$27,0752024

Highlighted filing

2014

Revenue$382,253
Expenses$366,788
Net Income$15,465
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 9, 2015
Return Version
2014v5.0
Gross Receipts
$387,838
Mission and Program Overview

Mission

To promote the process of scientific inquiry as a vehicle for learning.

The organization was established to design, develop, promote, and implement methods and programs of formal and informal education for elementary and secondary school teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$50,748$51,243▲ $495
Savings and Temporary Cash Investments$113,458$41,751▼ $71,707
Accounts Receivable$5,536$4,000▼ $1,536
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$169,742$96,994▼ $72,748
Liabilities
Deferred Revenue$113,716$28,831▼ $84,885
Accounts Payable and Accrued Expenses$9,892$6,564▼ $3,328
Total Liabilities$123,608$35,395▼ $88,213
Net Assets / Fund Balance
Unrestricted Net Assets$46,134$60,599▲ $14,465
Temporarily Rstr Net Assets-$1,000-
Total Net Assets Fund Balance$46,134$61,599▲ $15,465
Total Liabilities and Net Assets / Fund Balance$169,742$96,994▼ $72,748

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,746$9,746
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David HartneyPresident & CEOFT$46,093$4,964$51,057
Sam AlessiSecretary-$9,150-$9,150
Peter DowChairman-$5,200-$5,200

Board Members and Trustees

NameTitle
James MagavernDirector
Kristen Gasser-lawrenceDirector
Patricia McglashanDirector
Tanya JohnsonDirector
Richard SherrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,797
Program Service Revenue
$260,908
Investment Income
$0
Other Revenue
$15,548
All Other Contributions
$91,797
Change in Net Assets
$15,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$196,175
Other Expenses$170,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,779$10,468-$76,247
Fees for Services Other$69,000$5,800-$74,800
Occupancy$55,256$15,754-$71,010
Other Employee Benefits$50,381$4,227-$54,608
Current Officers, Directors, Trustees, and Key Employees$43,398$7,659-$51,057
Payroll Taxes$11,071$1,230-$12,301
Insurance$10,328$1,148-$11,476
Office Expenses$2,580$343-$2,923
Pension Plan Contributions$1,766$196-$1,962
Other Expenses$463$901-$901
All Other Expenses-$490-$490
Travel$13--$13
Total Functional Expenses$315,237$51,551$0$366,788
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Peter dow and james magavern have a business relationship.”

Form 990, Part VI, Section B, Line 11

“David hartney, president and ceo, reviews the 990 with richard sherrill, board treasurer, and peter dow, chairman of the board, before it is signed and mailed.”

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

“The conflict of interest policy applies to members of the board of directors. Each year, at the spring board of directors meeting, each board member is asked to review the conflict of interest policy. Any identified conflicts are discussed. Involved board members excuse themselves from the room during deliberations and voting on those issues.”

Form 990, Part VI, Section B, Line 15

“A board sub-committee reviews compensation of the president and key employees and makes confidential recommendations to the board. The president and key employees are not present during these deliberations.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990 is available via www.guidestar.org.”

Form 990, Part VII

“Kristen gasser-lawrence - 20 kenilworth road, leamington spa, warwickshire, united kingdom.”

Filing and Contact Details

Filer

Filer Name
First Hand Learning Inc
EIN
16-1556618
Phone
7168318722
Address
2495 MAIN STREET SUITE 556, BUFFALO, NY 14214

Signing Officer

Name
David T Hartney
Title
President & CEO
Phone
7168318722
Signed
2015-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David T Hartney
Formed
1998
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
7
Employees
8
Volunteers
17

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Donna M Gonser
Phone
7168563300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 32,500. Management and general expenses 5,800. Fundraising expenses 0. Total expenses 38,300. Stipends: program service expenses 36,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,500.”

FORM 990, PART XII, LINE 2C:

“There have been no changes during the year.”

Raw XML AppendixShowing 400 of 434 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.

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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PETER DOW AND JAMES MAGAVERN HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAVID HARTNEY, PRESIDENT AND CEO, REVIEWS THE 990 WITH RICHARD SHERRILL, BOARD TREASURER, AND PETER DOW, CHAIRMAN OF THE BOARD, BEFORE IT IS SIGNED AND MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF DIRECTORS. EACH YEAR, AT THE SPRING BOARD OF DIRECTORS MEETING, EACH BOARD MEMBER IS ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY. ANY IDENTIFIED CONFLICTS ARE DISCUSSED. INVOLVED BOARD MEMBERS EXCUSE THEMSELVES FROM THE ROOM DURING DELIBERATIONS AND VOTING ON THOSE ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A BOARD SUB-COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES AND MAKES CONFIDENTIAL RECOMMENDATIONS TO THE BOARD. THE PRESIDENT AND KEY EMPLOYEES ARE NOT PRESENT DURING THESE DELIBERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE VIA WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KRISTEN GASSER-LAWRENCE - 20 KENILWORTH ROAD, LEAMINGTON SPA, WARWICKSHIRE, UNITED KINGDOM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,500. MANAGEMENT AND GENERAL EXPENSES 5,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,300. STIPENDS: PROGRAM SERVICE EXPENSES 36,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE HAVE BEEN NO CHANGES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
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IRS990/USAddress/AddressLine1Txt02495 MAIN STREET SUITE 556

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,994
Liabilities
$35,395
Net assets
$61,599
Revenue
$382,253
Expenses
$366,788
Net income
$15,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$1.90$1.04$2.82$3.10$0.27
2023Summary only. Only limited summary data is available for this year.$1.96$0.65$1.31$2.60$2.97$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$1.28$1.68$2.56$2.65$0.10
2021Summary only. Only limited summary data is available for this year.$2.02$0.41$1.61$2.78$2.93$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.12$1.89$3.27$2.64$0.63
2019Summary only. Only limited summary data is available for this year.$1.42$0.41$1.01$2.26$2.63$0.36
2018Summary only. Only limited summary data is available for this year.$1.76$0.39$1.37$2.92$2.75$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.53$1.20$3.05$2.91$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.90$1.07$3.13$2.96$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.99$1.10$0.89$3.26$2.98$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.35$0.62$3.82$3.67$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.70$1.24$0.46$2.95$3.13$0.18
2012Summary only. Only limited summary data is available for this year.$1.06$0.42$0.64$4.63$5.10$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.72$1.12$7.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.84$0.73$7.44