Civic Intelligence

New York State Weatherization Directors Assoc Inc.

990 • Fiscal year 2020 • EIN 22-2712338

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 06, 2020

5869 Fisher RoadEast Syracuse, NY 13057

(315) 701-0440

Siviq Scores

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

Liabilities / Assets

44th percentile

0.07x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.08x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$70,354

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,181,466

Up $186,542 (+19%) from 2019

Net Assets

Up

$1,100,973

Up $188,837 (+21%) from 2019

Liabilities

Down

$80,493

Down $2,295 (-2.8%) from 2019

Revenue

Up

$959,329

Up $387,197 (+68%) from 2019

Expenses

Up

$770,492

Up $71,499 (+10%) from 2019

Net Income

Up

$188,837

Up $315,698 (+249%) from 2019

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 2011: $798,258Liabilities 2011: $397,616Net Assets 2011: $400,6422011Assets 2012: $1,856,591Liabilities 2012: $823,260Net Assets 2012: $1,033,3312012Assets 2013: $1,732,732Liabilities 2013: $65,859Net Assets 2013: $1,666,8732013Assets 2014: $1,419,547Liabilities 2014: $75,181Net Assets 2014: $1,344,3662014Assets 2015: $1,475,277Liabilities 2015: $95,130Net Assets 2015: $1,380,1472015Assets 2016: $1,561,762Liabilities 2016: $93,686Net Assets 2016: $1,468,0762016Assets 2017: $1,093,413Liabilities 2017: $119,695Net Assets 2017: $973,7182017Assets 2018: $1,078,695Liabilities 2018: $108,065Net Assets 2018: $970,6302018Assets 2019: $994,924Liabilities 2019: $82,788Net Assets 2019: $912,1362019Assets 2020: $1,181,466Liabilities 2020: $80,493Net Assets 2020: $1,100,9732020Assets 2021: $1,002,413Liabilities 2021: $139,870Net Assets 2021: $862,5432021Assets 2022: $1,010,259Liabilities 2022: $74,950Net Assets 2022: $935,3092022Assets 2023: $1,458,379Liabilities 2023: $91,438Net Assets 2023: $1,366,9412023Assets 2024: $1,301,389Liabilities 2024: $173,355Net Assets 2024: $1,128,0342024Assets 2025: $1,550,295Liabilities 2025: $151,939Net Assets 2025: $1,398,3562025

Highlighted filing

2020

Assets$1,181,466
Liabilities$80,493
Net Assets$1,100,973

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,339,5552011Expenses 2012: $1,226,3282012Expenses 2013: $1,202,9522013Revenue 2014: $806,651Expenses 2014: $1,129,158Net Income 2014: -$322,5072014Revenue 2015: $1,149,560Expenses 2015: $1,113,779Net Income 2015: $35,7812015Revenue 2016: $1,267,174Expenses 2016: $1,179,245Net Income 2016: $87,9292016Revenue 2017: $715,844Expenses 2017: $1,210,202Net Income 2017: -$494,3582017Revenue 2018: $1,399,345Expenses 2018: $1,402,433Net Income 2018: -$3,0882018Revenue 2019: $572,132Expenses 2019: $698,993Net Income 2019: -$126,8612019Revenue 2020: $959,329Expenses 2020: $770,492Net Income 2020: $188,8372020Revenue 2021: $690,462Expenses 2021: $928,892Net Income 2021: -$238,4302021Revenue 2022: $911,989Expenses 2022: $906,618Net Income 2022: $5,3712022Revenue 2023: $1,562,228Expenses 2023: $1,130,596Net Income 2023: $431,6322023Revenue 2024: $981,309Expenses 2024: $928,474Net Income 2024: $52,8352024Revenue 2025: $1,108,909Expenses 2025: $838,587Net Income 2025: $270,3222025

Highlighted filing

2020

Revenue$959,329
Expenses$770,492
Net Income$188,837
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 6, 2020
Return Version
2019v5.0
Gross Receipts
$959,329
Mission and Program Overview

Mission

Develop new opportunities for its membership,

Develop new opportunities for its membership, linking sound public policy with the concepts of energy conservation and economic self sufficiency, resulting in safe, healthy, and affordable housing for low income families in new york state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$89,029$443,289▲ $354,260
Land, Buildings, and Equipment, Net$539,333$389,336▼ $149,997
Accounts Receivable$251,163$233,442▼ $17,721
Prepaid Expenses and Deferred Charges$108,224$108,224→ $0
Total Assets$994,924$1,181,466▲ $186,542
Other Assets Total$7,175$7,175→ $0
Liabilities
Unsecured Notes Loans Payable$61,500$61,500→ $0
Other Liabilities$18,962$23,445▲ $4,483
Deferred Revenue$12$12→ $0
Accounts Payable and Accrued Expenses$2,314$-4,464▼ $6,778
Total Liabilities$82,788$80,493▼ $2,295
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$912,136$1,100,973▲ $188,837
Total Net Assets Fund Balance$912,136$1,100,973▲ $188,837
Total Liabilities and Net Assets / Fund Balance$994,924$1,181,466▲ $186,542

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$381,942$1,010,534$1,392,476
Equipment$7,394$225,837$233,231
Leasehold Improvements-$61,428$61,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew StoneExecutive DiFT$70,354$70,354

Board Members and Trustees

NameTitle
Sally WardPresident
Avi KammanDirector
Denise PeroulakisDirector
Frances FuselliDirector
Jerry SnellDirector
Joseph MaggioreDirector
Melinda GualtDirector
Ryan RobbinsDirector
Sabrina ElliotDirector
Belinda SouciaDirector-pas
Karen Jackson-campbellSecretary
Danielle JoslinTreasurer
Chris BrandauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$25,353
Program Service Revenue
$933,951
Investment Income
$25
Other Revenue
$0
All Other Contributions
$-4,397
Change in Net Assets
$188,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$387,920
Salaries, Compensation, and Employee Benefits$382,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,376$69,792-$279,168
Depreciation Depletion$148,063$1,934-$149,997
Other Employee Benefits$72,313$24,105-$96,418
Occupancy$68,214--$68,214
Fees for Services Other$34,220$7,025-$41,245
Travel$19,364--$19,364
All Other Expenses$15,474$3,350-$18,824
Office Expenses$16,028$151-$16,179
Payroll Taxes$5,239$1,747-$6,986
Insurance$4,989$880-$5,869
Other Expenses$4,770$7,121-$4,770
Information Technology$4,489--$4,489
Interest-$2,558-$2,558
Advertising$1,150$203-$1,353
Total Functional Expenses$651,626$118,866$0$770,492
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
Accrued Vacation$20,830
Sec 125$3,639
Accrued Nys Disability$1,599
Accrued Wages$710
Nys Pfl$16
Sales Tax Payable$-88
Nys Sui$-731
401k Liability$-2,530
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 6

The board of directors may establish criteria for membership, including a schedule of dues, and any waivers thereof, as well as procedural requirements for prospective members, unless otherwise proscribed by law, the certificate of incorporation and/or by-laws. Voting members are limited to weatherization directors or sub-grantee personnel that are directly responsible for the daily conduct and administration of a weatherization assistance program.

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

Board members shall be elected by resolution at a meeting of the membership except as may otherwise be required by law, the certificate of incorporation and/or these by-laws and shall hold office in accordance with their classification and until their successors have been qualified and elected.

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

Form 990 is provided the board before it is filed. The board is responsible for reviewing and accepting the form prior to filing.

Form 990, Page 6, Part VI, Line 12C

Board members are required to disclose conflicts of interest annually and sign an acknowledgement on an annual basis.

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

The board reviews the executive director's performance and compensation level on an annual basis.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
New York State Weatherization
EIN
22-2712338
Phone
3157010440
Address
5869 FISHER ROAD, EAST SYRACUSE, NY 13057

Signing Officer

Name
Andrew Stone
Title
Executive Director
Phone
3157010440
Signed
2020-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Stone
Formed
1985
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
10

Preparer

Firm
Gustafson & Wargo Cpas Llp
Address
3264 SENECA TURNPIKE, CANASTOTA, NY 13032
Preparer
T Charles Chambers CPA
Phone
3156972345
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Develop new opportunities for its membership, linking sound public policy with the concepts of energy conservation and economic self sufficiency, resulting in safe, healthy, and affordable housing for low income families in new york state.

Form 990, Part XI, Line 9

Ar understated in prior year 0

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IRS990/MissionDesc0DEVELOP NEW OPPORTUNITIES FOR ITS MEMBERSHIP, LINKING SOUND PUBLIC POLICY WITH THE CONCEPTS OF ENERGY CONSERVATION AND ECONOMIC SELF SUFFICIENCY, RESULTING IN SAFE, HEALTHY, AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES IN NEW YORK STATE.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SEC 125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED NYS DISABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4NYS PFL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5SALES TAX PAYABLE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7401K LIABILITY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEVELOP NEW OPPORTUNITIES FOR ITS MEMBERSHIP, LINKING SOUND PUBLIC POLICY WITH THE CONCEPTS OF ENERGY CONSERVATION AND ECONOMIC SELF SUFFICIENCY, RESULTING IN SAFE, HEALTHY, AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES IN NEW YORK STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MAY ESTABLISH CRITERIA FOR MEMBERSHIP, INCLUDING A SCHEDULE OF DUES, AND ANY WAIVERS THEREOF, AS WELL AS PROCEDURAL REQUIREMENTS FOR PROSPECTIVE MEMBERS, UNLESS OTHERWISE PROSCRIBED BY LAW, THE CERTIFICATE OF INCORPORATION AND/OR BY-LAWS. VOTING MEMBERS ARE LIMITED TO WEATHERIZATION DIRECTORS OR SUB-GRANTEE PERSONNEL THAT ARE DIRECTLY RESPONSIBLE FOR THE DAILY CONDUCT AND ADMINISTRATION OF A WEATHERIZATION ASSISTANCE PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS SHALL BE ELECTED BY RESOLUTION AT A MEETING OF THE MEMBERSHIP EXCEPT AS MAY OTHERWISE BE REQUIRED BY LAW, THE CERTIFICATE OF INCORPORATION AND/OR THESE BY-LAWS AND SHALL HOLD OFFICE IN ACCORDANCE WITH THEIR CLASSIFICATION AND UNTIL THEIR SUCCESSORS HAVE BEEN QUALIFIED AND ELECTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED THE BOARD BEFORE IT IS FILED. THE BOARD IS RESPONSIBLE FOR REVIEWING AND ACCEPTING THE FORM PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY AND SIGN AN ACKNOWLEDGEMENT ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION LEVEL ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AR UNDERSTATED IN PRIOR YEAR 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.15$1.40$1.11$0.84$0.27
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.17$1.13$0.98$0.93$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.09$1.37$1.56$1.13$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.07$0.94$0.91$0.91$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.14$0.86$0.69$0.93$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.08$1.10$0.96$0.77$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.08$0.91$0.57$0.70$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.11$0.97$1.40$1.40$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.12$0.97$0.72$1.21$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.09$1.47$1.27$1.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.10$1.38$1.15$1.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.08$1.34$0.81$1.13$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.07$1.67$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.82$1.03$1.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.40$0.40$1.34