Civic Intelligence

Center for Financial Training Upstate New York Inc

990 • Fiscal year 2015 • EIN 16-6031488

Jun 01, 2014 to May 31, 2015 • Filed on Sep 23, 2015

Organization ProfileCFTUNY
PO Box 32Syracuse, NY 13214

(315) 233-7242

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.04x

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

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-22%

Faster asset growth than 14% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-15%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$36,023

Down $10,454 (-22%) from 2014

Net Assets

Down

$35,023

Down $11,454 (-25%) from 2014

Liabilities

Up

$1,000

Up $1,000 from 2014

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin7th percentile

Revenue

Down

$27,436

Down $4,928 (-15%) from 2014

Expenses

Down

$38,890

Down $21,512 (-36%) from 2014

Net Income

Up

-$11,454

Up $16,584 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2015

Assets$36,023
Liabilities$1,000
Net Assets$35,023
Open 2015 Filing

Operations Trend

Revenue Growth23rd 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

2015

Revenue$27,436
Expenses$38,890
Net Income-$11,454
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Sep 23, 2015
Return Version
2014v5.0
Gross Receipts
$27,436
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$39,837$28,744▼ $11,093
Accounts Receivable$6,640$7,279▲ $639
Total Assets$46,477$36,023▼ $10,454
Liabilities
Accounts Payable and Accrued Expenses-$1,000-
Total Liabilities$0$1,000▲ $1,000
Net Assets / Fund Balance
Unrestricted Net Assets$46,477$35,023▼ $11,454
Total Net Assets Fund Balance$46,477$35,023▼ $11,454
Total Liabilities and Net Assets / Fund Balance$46,477$36,023▼ $10,454
Compensation and Service Providers
Top Officer Pay63rd 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
$27,436
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-11,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,815
Salaries, Compensation, and Employee Benefits$19,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$16,766-$16,766
Occupancy-$3,322-$3,322
Payroll Taxes-$2,309-$2,309
Office Expenses-$1,344-$1,344
Fees for Services Accounting-$1,000-$1,000
Insurance-$657-$657
All Other Expenses$103$475-$578
Other Expenses$495--$495
Total Functional Expenses$13,017$25,873$0$38,890
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

Filer Name
Center for Financial Training
EIN
16-6031488
Phone
3152337242
Address
PO BOX 32, SYRACUSE, NY 13214

Signing Officer

Name
Dawn Phelps
Title
Financial Mgr
Phone
3152337242
Signed
2015-09-23
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

Firm
Philip E Pellizzari CPA
Address
4914 WEST GENESEE ST, CAMILLUS, NY 13031
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/PreparerPersonGrp/PreparerPersonNm0PHILIP E PELLIZZARI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-15T09:00:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,023
Liabilities
$1,000
Net assets
$35,023
Revenue
$27,436
Expenses
$38,890
Net income
-$11,454
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