Civic Intelligence

Center for Financial Training Upstate New York Inc

990 • Fiscal year 2014 • EIN 16-6031488

Jun 01, 2013 to May 31, 2014 • Filed on Sep 17, 2014

Organization ProfileCFTUNY
PO Box 3213214

(315) 233-7242

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

4th percentile

-87%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

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

Asset Growth

7th percentile

-42%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$46,477

Down $34,342 (-42%) from 2013

Net Assets

Down

$46,477

Down $34,342 (-42%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$32,364

Down $4,197 (-11%) from 2013

Expenses

Up

$60,402

Up $463 (+0.8%) from 2013

Net Income

Down

-$28,038

Down $4,660 (-20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$150K$100K$50K$0Assets 2011: $114,360Liabilities 2011: $0Net Assets 2011: $114,3602011Assets 2012: $104,197Liabilities 2012: $0Net Assets 2012: $104,1972012Assets 2013: $80,819Liabilities 2013: $0Net Assets 2013: $80,8192013Assets 2014: $46,477Liabilities 2014: $0Net Assets 2014: $46,4772014Assets 2015: $36,023Liabilities 2015: $1,000Net Assets 2015: $35,0232015Assets 2016: $21,680Liabilities 2016: $0Net Assets 2016: $21,6802016

Highlighted filing

2014

Assets$46,477
Liabilities$0
Net Assets$46,477
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $115,1272011Revenue 2012: $70,235Expenses 2012: $80,398Net Income 2012: -$10,1632012Revenue 2013: $36,561Expenses 2013: $59,939Net Income 2013: -$23,3782013Revenue 2014: $32,364Expenses 2014: $60,402Net Income 2014: -$28,0382014Revenue 2015: $27,436Expenses 2015: $38,890Net Income 2015: -$11,4542015Revenue 2016: $14,991Expenses 2016: $28,334Net Income 2016: -$13,3432016

Highlighted filing

2014

Revenue$32,364
Expenses$60,402
Net Income-$28,038
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 17, 2014
Return Version
2013v3.1
Gross Receipts
$32,364
Mission and Program Overview

Mission

Educational and seminar programs. Education of bank personnel in the theory and practice of banking and in principals of law, economics and accounting that pertain to the banking business and to establish and maintain recognized standards of banking education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$71,580$39,837▼ $31,743
Accounts Receivable$9,239$6,640▼ $2,599
Total Assets$80,819$46,477▼ $34,342
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$80,819$46,477▼ $34,342
Total Net Assets Fund Balance$80,819$46,477▼ $34,342
Total Liabilities and Net Assets / Fund Balance$80,819$46,477▼ $34,342
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Desiree MurphyDirector
Jeanne Matthews-foxDirector
Linda MurphyDirector
Tami StoneDirector
Melissa DanielsVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,364
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-28,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$36,255
Other Expenses$24,147
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$32,891-$32,891
Occupancy-$3,832-$3,832
Payroll Taxes-$3,364-$3,364
Insurance-$2,173-$2,173
Office Expenses-$1,720-$1,720
Fees for Services Accounting-$1,000-$1,000
Other Expenses$2,988$695-$695
All Other Expenses$628--$628
Total Functional Expenses$14,727$45,675$0$60,402
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Each bank that is a member bank of the association can appoint members to the board as the organization serves to support the education of the employees of the member banks.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
16-6031488
Phone
3152337242

Signing Officer

Name
Dawn Phelps
Title
Financial Mgr
Phone
3152337242
Signed
2014-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Phelps
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
1

Preparer

Preparer
Philip E Pellizzari
Phone
3154880099
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Educational and seminar programs. Education of bank personnel in the theory and practice of banking and in principals of law, economics and accounting that pertain to the banking business and to establish and maintain recognized standards of banking education.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL AND SEMINAR PROGRAMS. EDUCATION OF BANK PERSONNEL IN THE THEORY AND PRACTICE OF BANKING AND IN PRINCIPALS OF LAW, ECONOMICS AND ACCOUNTING THAT PERTAIN TO THE BANKING BUSINESS AND TO ESTABLISH AND MAINTAIN RECOGNIZED STANDARDS OF BANKING EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BANK THAT IS A MEMBER BANK OF THE ASSOCIATION CAN APPOINT MEMBERS TO THE BOARD AS THE ORGANIZATION SERVES TO SUPPORT THE EDUCATION OF THE EMPLOYEES OF THE MEMBER BANKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/Filer/BusinessName/BusinessNameLine10CENTER FOR FINANCIAL TRAINING
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PHILIP E PELLIZZARI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104914 WEST GENESEE ST
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ReturnHeader/ReturnTs02014-10-16T10:14:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$46,477
Liabilities
$0
Net assets
$46,477
Revenue
$32,364
Expenses
$60,402
Net income
-$28,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.15$0.28$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.27$0.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.32$0.60$0.28
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.37$0.60$0.23
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.70$0.80$0.10
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$1.15