Civic Intelligence

Country Dance & Song Society Inc

990 • Fiscal year 2019 • EIN 20-4966800

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

477 Beaverkill RoadOlivebridge, NY 12461

(845) 657-8333

Siviq Scores

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

Liabilities / Assets

49th percentile

0.15x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

6.69x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

3rd percentile

-100%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

57%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$9,279,022

Down $272,591 (-2.9%) from 2018

Net Assets

Down

$7,922,799

Down $203,297 (-2.5%) from 2018

Liabilities

Down

$1,356,223

Down $69,294 (-4.9%) from 2018

Revenue

Up

$202,852

Up $73,438 (+57%) from 2018

Expenses

Up

$406,149

Up $17,451 (+4.5%) from 2018

Net Income

Up

-$203,297

Up $55,987 (+22%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,804,456Liabilities 2010: $0Net Assets 2010: $6,804,4562010Assets 2011: $7,624,662Liabilities 2011: $537,660Net Assets 2011: $7,087,0022011Assets 2012: $8,905,641Liabilities 2012: $1,827,837Net Assets 2012: $7,077,8042012Assets 2013: $8,311,044Liabilities 2013: $1,511,785Net Assets 2013: $6,799,2592013Assets 2014: $8,075,324Liabilities 2014: $1,501,564Net Assets 2014: $6,573,7602014Assets 2015: $7,845,662Liabilities 2015: $1,499,785Net Assets 2015: $6,345,8772015Assets 2016: $7,697,238Liabilities 2016: $1,499,785Net Assets 2016: $6,197,4532016Assets 2017: $9,900,059Liabilities 2017: $1,460,026Net Assets 2017: $8,440,0332017Assets 2018: $9,551,613Liabilities 2018: $1,425,517Net Assets 2018: $8,126,0962018Assets 2019: $9,279,022Liabilities 2019: $1,356,223Net Assets 2019: $7,922,7992019Assets 2020: $9,246,163Liabilities 2020: $1,458,852Net Assets 2020: $7,787,3112020Assets 2021: $8,789,420Liabilities 2021: $1,367,095Net Assets 2021: $7,422,3252021Assets 2022: $8,693,066Liabilities 2022: $1,339,116Net Assets 2022: $7,353,9502022Assets 2023: $8,840,588Liabilities 2023: $1,356,245Net Assets 2023: $7,484,3432023Assets 2024: $8,767,019Liabilities 2024: $1,238,746Net Assets 2024: $7,528,2732024

Highlighted filing

2019

Assets$9,279,022
Liabilities$1,356,223
Net Assets$7,922,799

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $238,2522010Expenses 2011: $120,8072011Expenses 2012: $92,5992012Revenue 2013: $49,288Expenses 2013: $327,833Net Income 2013: -$278,5452013Revenue 2014: $64,466Expenses 2014: $289,965Net Income 2014: -$225,4992014Revenue 2015: $71,658Expenses 2015: $299,541Net Income 2015: -$227,8832015Revenue 2016: $118,662Expenses 2016: $267,086Net Income 2016: -$148,4242016Revenue 2017: $2,844,135Expenses 2017: $600,317Net Income 2017: $2,243,8182017Revenue 2018: $129,414Expenses 2018: $388,698Net Income 2018: -$259,2842018Revenue 2019: $202,852Expenses 2019: $406,149Net Income 2019: -$203,2972019Revenue 2020: $66,753Expenses 2020: $217,431Net Income 2020: -$150,6782020Revenue 2021: $97,975Expenses 2021: $335,666Net Income 2021: -$237,6912021Revenue 2022: $346,148Expenses 2022: $240,805Net Income 2022: $105,3432022Revenue 2023: $367,021Expenses 2023: $236,628Net Income 2023: $130,3932023Revenue 2024: $235,788Expenses 2024: $191,858Net Income 2024: $43,9302024

Highlighted filing

2019

Revenue$202,852
Expenses$406,149
Net Income-$203,297
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$202,852
Mission and Program Overview

Mission

The ashokan foundation,inc.supports the ashokan center inc.,( a related organization), which represents programs that developa new vision for the future combining nature, history, and the arts.

The ashokan foundation inc. Supports the ashokan center inc., a related organization, which presents programs that develop a new vision for the future combining nature, history and the arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,030,066$6,823,311▼ $206,755
Investments in Publicly Traded Securities$2,004,996$2,132,787▲ $127,791
Cash and Non-Interest-Bearing Accounts$138,438$131,929▼ $6,509
Pledges and Grants Receivable$100,595--
Intangible Assets$13,789$12,057▼ $1,732
Accounts Receivable-$5,544-
Prepaid Expenses and Deferred Charges$5,544--
Savings and Temporary Cash Investments$3,785$3,794▲ $9
Total Assets$9,551,613$9,279,022▼ $272,591
Other Assets Total$254,400$169,600▼ $84,800
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,425,517$1,356,223▼ $69,294
Total Liabilities$1,425,517$1,356,223▼ $69,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,850,616$5,747,317▼ $103,299
Net Assets With Donor Restrictions$2,275,480$2,175,482▼ $99,998
Total Net Assets Fund Balance$8,126,096$7,922,799▼ $203,297
Total Liabilities and Net Assets / Fund Balance$9,551,613$9,279,022▼ $272,591

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,894,348$1,239,470$7,133,818
Land$745,000-$745,000
Leasehold Improvements$138,857$74,768$213,625
Other Land Buildings$42,297$113,779$156,076
Equipment$2,809$11,061$13,870
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay UngarPresident CEO
Molly MasonVice President
Victor RosanskyDirector
Daniel GottfriedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$136,321
Other Revenue
$66,531
Change in Net Assets
$-203,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$406,149
Total Fundraising Expense$234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$198,065$10,420-$208,485
Fees for Services Other$84,800--$84,800
Other Expenses$8,415$210$117$8,415
Fees for Services Accounting-$2,000-$2,000
Fees for Services Management-$1,328-$1,328
All Other Expenses--$117$117
Total Functional Expenses$291,280$114,752$234$406,149
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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 RELATED PARTY INFORMATION AMONG OFFICERS, Line 2

Jay unger, president molly mason vp - marriage

Form 990, Part VI, Section ORGANIZATIONS PROCESS TO REVIEW FORM 990, Line 11B

The president of the board will review the 990

Form 990, Part VI, Section ENFORCEMENT OF CONFLICTS POLICY, Line 12C

Any conflicts of interest will be resolved by a vote of the board.

Filing and Contact Details

Filer

Filer Name
Ashokan Foundation Inc
EIN
20-4966800
Phone
8456578333
Address
477 BEAVERKILL ROAD, OLIVEBRIDGE, NY 12461

Signing Officer

Name
Jay Ungar
Title
President CEO
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Ungar
Formed
2007
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
UHY Advisors
Address
157 Stockade Drive, Kingston, NY 12401
Preparer
Scott Lang
Phone
8453315030
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Program service - bridge expenses - 84,800

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleD/LandGrp/BookValueAmt0745000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0745000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0138857
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt074768
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0213625
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042297
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0113779
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0156076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06823311
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAY UNGER, PRESIDENT MOLLY MASON VP - MARRIAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD WILL REVIEW THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CONFLICTS OF INTEREST WILL BE RESOLVED BY A VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SERVICE - BRIDGE EXPENSES - 84,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section RELATED PARTY INFORMATION AMONG OFFICERS, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section ORGANIZATIONS PROCESS TO REVIEW FORM 990, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section ENFORCEMENT OF CONFLICTS POLICY, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASHOKAN CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0260194793
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0477 BEAVERKILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OLIVEBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012461
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt066531
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt166531
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt284800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3169600
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ASHOKAN CENTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09551613
IRS990/TotalAssetsEOYAmt09279022
IRS990/TotalAssetsGrp/BOYAmt09551613
IRS990/TotalAssetsGrp/EOYAmt09279022
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0234
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0291280
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406149
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01425517
IRS990/TotalLiabilitiesEOYAmt01356223
IRS990/TotalLiabilitiesGrp/BOYAmt01425517
IRS990/TotalLiabilitiesGrp/EOYAmt01356223
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08126096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07922799
IRS990/TotalProgramServiceExpensesAmt0291280
IRS990/TotalRevenueGrp/ExclusionAmt0136321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202852
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09551613
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09279022
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 49
IRS990/USAddress/CityNm0SAUGERTIES
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012477
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ASHOKANFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY UNGAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASHOKAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ASHO
ReturnHeader/Filer/EIN0204966800
ReturnHeader/Filer/PhoneNum08456578333
ReturnHeader/Filer/USAddress/AddressLine1Txt0477 BEAVERKILL ROAD
ReturnHeader/Filer/USAddress/CityNm0OLIVEBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012461
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09DC7F2A8B597AD0CB49348E292A45C72F62D844A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088ED87AFFF1C54D0F1DC944C215FC3542A254539
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.99.101.4
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:27:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY Advisors

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.77$1.24$7.53$0.24$0.19$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$1.36$7.48$0.37$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.69$1.34$7.35$0.35$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.79$1.37$7.42$0.10$0.34$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$1.46$7.79$0.07$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$9.28$1.36$7.92$0.20$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$9.55$1.43$8.13$0.13$0.39$0.26
2017Detailed filing. Detailed filing data is available for this year.$9.90$1.46$8.44$2.84$0.60$2.24
2016Detailed filing. Detailed filing data is available for this year.$7.70$1.50$6.20$0.12$0.27$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$1.50$6.35$0.07$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.08$1.50$6.57$0.06$0.29$0.23
2013Detailed filing. Detailed filing data is available for this year.$8.31$1.51$6.80$0.05$0.33$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.91$1.83$7.08$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.54$7.09$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$0.24