Civic Intelligence

Share XIII Inc.

990 • Fiscal year 2022 • EIN 20-5228564

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 30, 2023

312 Expressway Drive SMedford, NY 11763

(631) 758-0474

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.45x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$496,257

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 352.4% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.2%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

2.7%

Faster revenue growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,242,905

Down $51,215 (-2.2%) from 2021

Net Assets

Down

$2,178,858

Down $54,252 (-2.4%) from 2021

Liabilities

Up

$64,047

Up $3,037 (+5.0%) from 2021

Revenue

Up

$140,807

Up $3,749 (+2.7%) from 2021

Expenses

Up

$195,059

Up $6,341 (+3.4%) from 2021

Net Income

Down

-$54,252

Down $2,592 (-5.0%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,734,693Liabilities 2011: $26,639Net Assets 2011: $2,708,0542011Assets 2012: $2,706,482Liabilities 2012: $31,350Net Assets 2012: $2,675,1322012Assets 2013: $2,674,822Liabilities 2013: $25,482Net Assets 2013: $2,649,3402013Assets 2014: $2,627,701Liabilities 2014: $20,386Net Assets 2014: $2,607,3152014Assets 2015: $2,603,163Liabilities 2015: $87,281Net Assets 2015: $2,515,8822015Assets 2016: $2,507,671Liabilities 2016: $20,777Net Assets 2016: $2,486,8942016Assets 2017: $2,484,143Liabilities 2017: $41,803Net Assets 2017: $2,442,3402017Assets 2018: $2,422,701Liabilities 2018: $22,697Net Assets 2018: $2,400,0042018Assets 2019: $2,431,938Liabilities 2019: $86,106Net Assets 2019: $2,345,8322019Assets 2020: $2,408,492Liabilities 2020: $123,722Net Assets 2020: $2,284,7702020Assets 2021: $2,294,120Liabilities 2021: $61,010Net Assets 2021: $2,233,1102021Assets 2022: $2,242,905Liabilities 2022: $64,047Net Assets 2022: $2,178,8582022Assets 2023: $2,193,073Liabilities 2023: $109,479Net Assets 2023: $2,083,5942023Assets 2024: $2,196,143Liabilities 2024: $189,726Net Assets 2024: $2,006,4172024

Highlighted filing

2022

Assets$2,242,905
Liabilities$64,047
Net Assets$2,178,858

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $124,445Expenses 2011: $139,241Net Income 2011: -$14,7962011Expenses 2012: $153,6332012Revenue 2013: $127,409Expenses 2013: $153,201Net Income 2013: -$25,7922013Revenue 2014: $125,282Expenses 2014: $167,307Net Income 2014: -$42,0252014Revenue 2015: $120,699Expenses 2015: $212,132Net Income 2015: -$91,4332015Revenue 2016: $130,904Expenses 2016: $159,892Net Income 2016: -$28,9882016Revenue 2017: $123,544Expenses 2017: $168,098Net Income 2017: -$44,5542017Revenue 2018: $125,579Expenses 2018: $167,915Net Income 2018: -$42,3362018Revenue 2019: $129,225Expenses 2019: $183,397Net Income 2019: -$54,1722019Revenue 2020: $125,163Expenses 2020: $186,225Net Income 2020: -$61,0622020Revenue 2021: $137,058Expenses 2021: $188,718Net Income 2021: -$51,6602021Revenue 2022: $140,807Expenses 2022: $195,059Net Income 2022: -$54,2522022Revenue 2023: $121,646Expenses 2023: $216,910Net Income 2023: -$95,2642023Revenue 2024: $132,649Expenses 2024: $209,826Net Income 2024: -$77,1772024

Highlighted filing

2022

Revenue$140,807
Expenses$195,059
Net Income-$54,252
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 30, 2023
Return Version
2022v5.0
Gross Receipts
$140,807
Mission and Program Overview

Mission

Community residence program which establishes, operates, and maintains residences for persons with psychiatric disabilities.

Community residence program which establishes, operates, and maintains residences for persons with psychiatric disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,192,546$2,147,707▼ $44,839
Savings and Temporary Cash Investments$60,344$64,188▲ $3,844
Accounts Receivable$38,541$22,233▼ $16,308
Cash and Non-Interest-Bearing Accounts$2,689$8,777▲ $6,088
Total Assets$2,294,120$2,242,905▼ $51,215
Liabilities
Other Liabilities$55,761$58,573▲ $2,812
Accounts Payable and Accrued Expenses$4,655$4,962▲ $307
Deferred Revenue$594$512▼ $82
Total Liabilities$61,010$64,047▲ $3,037
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,233,110$2,178,858▼ $54,252
Total Net Assets Fund Balance$2,233,110$2,178,858▼ $54,252
Total Liabilities and Net Assets / Fund Balance$2,294,120$2,242,905▼ $51,215

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,330,939$732,581$2,063,520
Land$816,768-$816,768
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Ralph FasanoExecutive Director$432,667$63,590$496,257
Elizabeth LundeChief Operating Officer$293,488$58,463$351,951
Elizabeth WeinbaumAssociate Ed of Quality as$158,813$48,613$207,426
James MuttonDirector of Nyc Operations$151,722$28,941$180,663
Robin SmithDirector of Li Program Ope$140,319$36,829$177,148
Shona St AngeloCFO, Resigned July 2022$105,759$23,092$128,851

Board Members and Trustees

NameTitle
Karen CoburnPresident
Dr Joan RubensteinVice-president/treasurer
Carol PeresDirector
Jodi GelerterDirector
Kristie Golden PhdDirector
Lisa Piazza MdDirector
Raphael MorganDirector
Robert DetorDirector
Stephon HollmanDirector
Tim SmithDirector
Wilfredo LlanoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$76,527
Program Service Revenue
$53,213
Investment Income
$5
Other Revenue
$11,062
Change in Net Assets
$-54,252

Audited Revenue Reconciliation

Revenue per Audited Statements
$140,807
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$140,807
Total Revenue per Form 990
$140,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$55,699--$55,699
Fees for Services Management-$10,440-$10,440
Insurance$8,144--$8,144
Fees for Services Accounting-$7,444-$7,444
Office Expenses-$2,501-$2,501
Other Expenses$530$13,130-$530
Total Functional Expenses$161,544$33,515$0$195,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$195,059
Total Expenses per Audited Statements$195,059
Total Expenses per Form 990$195,059
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to Affiliate$54,668
Tenant Liabilities Held in Trust$3,905
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management of share xiii, inc. Is handled by concern housing.

Form 990, Part VI, Section B, Line 11B

The organization will distribute the draft form 990 to the board for their review and approval. Board members will respond back with any questions or comments that are addressed in the final filed copy.

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

Share xiii, inc. Follows concern housing's conflict of interest policy. The organization distributes the conflict of interest policies annually to the board of directors and key employees to sign.

Form 990, Part VI, Section B, Line 15

Employees mentioned in question 15 of form 990, page 6, part vi, are classified as fee for service expenses on the 990. These employees are paid by concern housing ("concern"). Concern's executive director obtains data from similiar organizations to aid in the determination of the salaries of officers and key employees. The executive director provides this information to the president of the board who determines an appropriate salary for the executive director. The executive director reviews this data to approve other officers and key employees salaries.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are all available upon request at the organization's office during business hours.

Filing and Contact Details

Filer

Filer Name
Share Xiii Inc
EIN
20-5228564
Phone
6317580474
Address
312 EXPRESSWAY DRIVE S, MEDFORD, NY 11763

Signing Officer

Name
Susan Chew
Title
Controller
Phone
6317580474
Signed
2023-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ralph Fasano
Formed
2006
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
50

Preparer

Firm
Cerini & Associates Llp
Address
3340 VETERANS MEMORIAL HWY, BOHEMIA, NY 11716
Preparer
Matthew Burke
Phone
6315821600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The project evaluated its activities for uncertain tax positions and has determined that there were no uncertain tax positions for 2021 and 2022.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO, RESIGNED JULY 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF NYC OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSOCIATE ED OF QUALITY AS
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF LI PROGRAM OPE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT LIABILITIES HELD IN TRUST
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT EVALUATED ITS ACTIVITIES FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR 2021 AND 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.19$2.01$0.13$0.21$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.11$2.08$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.06$2.18$0.14$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.06$2.23$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.12$2.28$0.13$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.09$2.35$0.13$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.40$0.13$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.04$2.44$0.12$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.02$2.49$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.09$2.52$0.12$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.63$0.02$2.61$0.13$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.67$0.03$2.65$0.13$0.15$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.03$2.68$0.15
2011Summary only. Only limited summary data is available for this year.$2.73$0.03$2.71$0.12$0.14$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits