Civic Intelligence

Research Applied Technology Education Service Incorporated

990 • Fiscal year 2019 • EIN 20-5198628

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 08, 2020

PO Box 843Potsdam, NY 13676-1867

(315) 261-2174

Siviq Scores

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

Liabilities / Assets

81st percentile

0.48x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.58x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-8.2%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$86,154

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

20th percentile

-5.0%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

4665%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,273,858

Down $66,855 (-5.0%) from 2018

Net Assets

Down

$660,883

Down $83,475 (-11%) from 2018

Liabilities

Up

$612,975

Up $16,620 (+2.8%) from 2018

Revenue

Up

$1,065,459

Up $1,043,101 (+4665%) from 2018

Expenses

Up

$1,152,583

Up $701,424 (+155%) from 2018

Net Income

Up

-$87,124

Up $341,677 (+80%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $334,806Liabilities 2010: $13,575Net Assets 2010: $321,2312010Assets 2011: $758,497Liabilities 2011: $594Net Assets 2011: $757,9032011Assets 2012: $1,330,872Liabilities 2012: $8,803Net Assets 2012: $1,322,0692012Assets 2013: $1,516,351Liabilities 2013: $6,917Net Assets 2013: $1,509,4342013Assets 2014: $1,843,945Liabilities 2014: $4,693Net Assets 2014: $1,839,2522014Assets 2015: $1,742,508Liabilities 2015: $59,682Net Assets 2015: $1,682,8262015Assets 2016: $1,387,703Liabilities 2016: $5,647Net Assets 2016: $1,382,0562016Assets 2017: $1,178,806Liabilities 2017: $5,647Net Assets 2017: $1,173,1592017Assets 2018: $1,340,713Liabilities 2018: $596,355Net Assets 2018: $744,3582018Assets 2019: $1,273,858Liabilities 2019: $612,975Net Assets 2019: $660,8832019Assets 2020: $607,153Liabilities 2020: $154,454Net Assets 2020: $452,6992020Assets 2021: $614,658Liabilities 2021: $275,378Net Assets 2021: $339,2802021Assets 2022: $1,172,523Liabilities 2022: $609,670Net Assets 2022: $562,8532022

Highlighted filing

2019

Assets$1,273,858
Liabilities$612,975
Net Assets$660,883

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $78,3312010Expenses 2011: $145,5672011Expenses 2012: $149,8312012Revenue 2013: $404,567Expenses 2013: $217,202Net Income 2013: $187,3652013Revenue 2014: $630,953Expenses 2014: $301,135Net Income 2014: $329,8182014Revenue 2015: $306,639Expenses 2015: $463,065Net Income 2015: -$156,4262015Revenue 2016: $5,108Expenses 2016: $305,878Net Income 2016: -$300,7702016Revenue 2017: $58,500Expenses 2017: $267,397Net Income 2017: -$208,8972017Revenue 2018: $22,358Expenses 2018: $451,159Net Income 2018: -$428,8012018Revenue 2019: $1,065,459Expenses 2019: $1,152,583Net Income 2019: -$87,1242019Revenue 2020: $762,042Expenses 2020: $970,226Net Income 2020: -$208,1842020Revenue 2021: $920,167Expenses 2021: $1,031,530Net Income 2021: -$111,3632021Revenue 2022: $2,172,365Expenses 2022: $1,937,908Net Income 2022: $234,4572022

Highlighted filing

2019

Revenue$1,065,459
Expenses$1,152,583
Net Income-$87,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 8, 2020
Return Version
2019v5.0
Gross Receipts
$1,065,459
Mission and Program Overview

Mission

The purpose of rates is to promote and coordinate the collaborative and cooperative use of technology by and among colleges, high schools, public schools, community school districts, public and school libraries, health care facilities, government offices, businesses, health and educational professionals, other educational and community service organizations and community residents by providing advanced telecommunications facilities and related services, technical assistance and training facilities either directly or through third parties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$582,801$692,373▲ $109,572
Land, Buildings, and Equipment, Net$541,775$481,294▼ $60,481
Savings and Temporary Cash Investments$95,337--
Cash and Non-Interest-Bearing Accounts$102,238$76,979▼ $25,259
Prepaid Expenses and Deferred Charges$22,211$23,212▲ $1,001
Total Assets$1,344,362$1,273,858▼ $70,504
Liabilities
Deferred Revenue$582,801$582,801→ $0
Accounts Payable and Accrued Expenses$13,554$30,173▲ $16,619
Other Liabilities-$1-
Total Liabilities$596,355$612,975▲ $16,620
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$667,410$660,883▼ $6,527
Net Assets With Donor Restrictions$80,597--
Total Net Assets Fund Balance$748,007$660,883▼ $87,124
Total Liabilities and Net Assets / Fund Balance$1,344,362$1,273,858▼ $70,504

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$310,966$245,247$556,213
Equipment$96,725$267,239$363,964
Buildings$73,603$15,242$88,845
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Javier GuerreroTreasurerFT$86,154$86,154
PATRICK O'BRIENCOOFT$69,292$69,292
Jodi LeesCFO (tx)FT$54,200$54,200
Christopher FullerChief ResearFT$52,308$52,308
Amber LafountainCFO (ny)FT$50,000$50,000
Andrew N ErnestPresidentPT$34,400$34,400
David BonnerVice PresidePT$28,862$28,862

Board Members and Trustees

NameTitle
Hollis RutledgeTrustee
Talissa AltesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$1,055,402
Investment Income
$57
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-87,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,065,459
Total Revenue per Audited Statements
$1,065,459
Total Revenue per Form 990
$1,065,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$607,346
Other Expenses$545,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$318,231$171,355-$489,586
Fees for Services Other$125,047$539-$125,586
Office Expenses$57,141$27,053-$84,194
Travel$65,865$16,466-$82,331
Other Employee Benefits$50,677$27,288-$77,965
Depreciation Depletion$60,481--$60,481
Conferences and Meetings-$53,068-$53,068
Occupancy$49,417--$49,417
Insurance$42,534$4,726-$47,260
Payroll Taxes$25,867$13,928-$39,795
Fees for Services Legal-$8,050-$8,050
Fees for Services Accounting-$5,450-$5,450
Advertising$5,401--$5,401
Other Expenses$1,916--$1,916
Total Functional Expenses$824,660$327,923$0$1,152,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,152,583
Total Expenses per Audited Statements$1,152,583
Total Expenses per Form 990$1,152,583
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
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
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 2

Andrew n ernest jodi lees president cfo (tx) husband and wife

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

An electronic copy was provided to the board for review and approval.

Form 990, Page 6, Part VI, Line 15A

Compensation is based on the employee's experience and voted on the by the entire board of directors at the time of hire.

Form 990, Page 6, Part VI, Line 15B

Compensation is based on the employee's experience and voted on the by the entire board of directors at the time of hire.

Form 990, Page 6, Part VI, Line 19

An individual may contact the office manager at 315-261-2174 during normal business hours and request a copy of any of the governing documents that are open to public inspection.

Filing and Contact Details

Filer

Filer Name
Research Applied Technology
EIN
20-5198628
Phone
3152612174
Address
PO BOX 843, POTSDAM, NY 13676-1867

Signing Officer

Name
Amber Lafountain
Title
CFO (ny)
Phone
3152612169
Signed
2020-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew N Ernest
Formed
2005
Voting Board Members
5
Independent Board Members
5
Employees
11

Preparer

Firm
John C Parcell Iv CPA Cfe
Address
6711 US HIGHWAY 11, CANTON, NY 13617
Preparer
John C Parcell Iv CPA Cfe
Phone
3152655222
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of rates is to promote and coordinate the collaborative and cooperative use of technology by and among colleges, high schools, public schools, community school districts, public and school libraries, health care facilities, government offices, businesses, health and educational professionals, other educational and community service organizations and community residents by providing advanced telecommunications facilities and related services, technical assistance and training facilities either directly or through third parties.

Form 990, Part IX, Line 11G

Contact services 125,047 0 0 publisher 0 539 0 total 125,047 539 0

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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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt015242
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0267239
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF RATES IS TO PROMOTE AND COORDINATE THE COLLABORATIVE AND COOPERATIVE USE OF TECHNOLOGY BY AND AMONG COLLEGES, HIGH SCHOOLS, PUBLIC SCHOOLS, COMMUNITY SCHOOL DISTRICTS, PUBLIC AND SCHOOL LIBRARIES, HEALTH CARE FACILITIES, GOVERNMENT OFFICES, BUSINESSES, HEALTH AND EDUCATIONAL PROFESSIONALS, OTHER EDUCATIONAL AND COMMUNITY SERVICE ORGANIZATIONS AND COMMUNITY RESIDENTS BY PROVIDING ADVANCED TELECOMMUNICATIONS FACILITIES AND RELATED SERVICES, TECHNICAL ASSISTANCE AND TRAINING FACILITIES EITHER DIRECTLY OR THROUGH THIRD PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANDREW N ERNEST JODI LEES PRESIDENT CFO (TX) HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY WAS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS BASED ON THE EMPLOYEE'S EXPERIENCE AND VOTED ON THE BY THE ENTIRE BOARD OF DIRECTORS AT THE TIME OF HIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS BASED ON THE EMPLOYEE'S EXPERIENCE AND VOTED ON THE BY THE ENTIRE BOARD OF DIRECTORS AT THE TIME OF HIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN INDIVIDUAL MAY CONTACT THE OFFICE MANAGER AT 315-261-2174 DURING NORMAL BUSINESS HOURS AND REQUEST A COPY OF ANY OF THE GOVERNING DOCUMENTS THAT ARE OPEN TO PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTACT SERVICES 125,047 0 0 PUBLISHER 0 539 0 TOTAL 125,047 539 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/TravelGrp/ManagementAndGeneralAmt016466
IRS990/TravelGrp/ProgramServicesAmt065865
IRS990/TravelGrp/TotalAmt082331
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010618 N 23RD LANE
IRS990/USAddress/CityNm0MCALLEN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078504
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER LAFOUNTAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO (NY)
ReturnHeader/BusinessOfficerGrp/PhoneNum03152612169
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH APPLIED TECHNOLOGY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0205198628
ReturnHeader/Filer/PhoneNum03152612174
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 843
ReturnHeader/Filer/USAddress/CityNm0POTSDAM

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.61$0.56$2.17$1.94$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.28$0.34$0.92$1.03$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.15$0.45$0.76$0.97$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.61$0.66$1.07$1.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.60$0.74$0.02$0.45$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.06$0.27$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.01$0.31$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.06$1.68$0.31$0.46$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.63$0.30$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$0.40$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.01$1.32$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.01$0.32$0.08
Peer Organizations

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