Civic Intelligence

Bethlehem Senior Projects Inc.

990 • Fiscal year 2018 • EIN 22-2906480

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

445 Delaware AvenueDelmar, NY 12054

(518) 439-4955

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

34th percentile

-6.3%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-1.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$193,247

Down $12,944 (-6.3%) from 2017

Net Assets

Down

$193,247

Down $10,944 (-5.4%) from 2017

Liabilities

Down

$0

Down $2,000 (-100%) from 2017

Revenue

Down

$27,413

Down $436 (-1.6%) from 2017

Expenses

Up

$36,946

Up $11,607 (+46%) from 2017

Net Income

Down

-$9,533

Down $12,043 (-480%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $267,676Liabilities 2010: $2,500Net Assets 2010: $265,1762010Assets 2011: $262,126Liabilities 2011: $2,550Net Assets 2011: $259,5762011Assets 2012: $240,098Liabilities 2012: $2,625Net Assets 2012: $237,4732012Assets 2013: $247,384Liabilities 2013: $2,700Net Assets 2013: $244,6842013Assets 2014: $218,181Liabilities 2014: $2,800Net Assets 2014: $215,3812014Assets 2015: $226,250Liabilities 2015: $2,000Net Assets 2015: $224,2502015Assets 2016: $202,159Liabilities 2016: $3,391Net Assets 2016: $198,7682016Assets 2017: $206,191Liabilities 2017: $2,000Net Assets 2017: $204,1912017Assets 2018: $193,247Liabilities 2018: $0Net Assets 2018: $193,2472018Assets 2019: $197,353Liabilities 2019: $0Net Assets 2019: $197,3532019Assets 2020: $215,044Liabilities 2020: $1Net Assets 2020: $215,0432020Assets 2021: $215,342Liabilities 2021: $0Net Assets 2021: $215,3422021Assets 2022: $197,182Liabilities 2022: $0Net Assets 2022: $197,1822022Assets 2023: $233,272Liabilities 2023: $0Net Assets 2023: $233,2722023Assets 2024: $241,172Liabilities 2024: $0Net Assets 2024: $241,1722024

Highlighted filing

2018

Assets$193,247
Liabilities$0
Net Assets$193,247

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $69,704Expenses 2010: $53,984Net Income 2010: $15,7202010Revenue 2011: $42,000Expenses 2011: $47,025Net Income 2011: -$5,0252011Revenue 2012: $28,486Expenses 2012: $52,388Net Income 2012: -$23,9022012Revenue 2013: $35,824Expenses 2013: $31,058Net Income 2013: $4,7662013Revenue 2014: $30,168Expenses 2014: $59,023Net Income 2014: -$28,8552014Revenue 2015: $38,387Expenses 2015: $28,693Net Income 2015: $9,6942015Revenue 2016: $23,921Expenses 2016: $49,403Net Income 2016: -$25,4822016Revenue 2017: $27,849Expenses 2017: $25,339Net Income 2017: $2,5102017Revenue 2018: $27,413Expenses 2018: $36,946Net Income 2018: -$9,5332018Revenue 2019: $27,460Expenses 2019: $24,912Net Income 2019: $2,5482019Revenue 2020: $34,562Expenses 2020: $18,312Net Income 2020: $16,2502020Revenue 2021: $26,321Expenses 2021: $28,454Net Income 2021: -$2,1332021Revenue 2022: $28,306Expenses 2022: $41,528Net Income 2022: -$13,2222022Revenue 2023: $69,492Expenses 2023: $35,018Net Income 2023: $34,4742023Revenue 2024: $40,365Expenses 2024: $33,615Net Income 2024: $6,7502024

Highlighted filing

2018

Revenue$27,413
Expenses$36,946
Net Income-$9,533
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Gross Receipts
$29,534
Mission and Program Overview

Mission

To provide programs and information to benefit the elderly and poor who reside in the Town of Bethlehem, County of Albany, New York.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$172,371$146,143▼ $26,228
Land, Buildings, and Equipment, Net$1,184$20,307▲ $19,123
Cash and Non-Interest-Bearing Accounts$11,759$9,331▼ $2,428
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$206,191$193,247▼ $12,944
Other Assets Total$20,877$17,466▼ $3,411
Liabilities
Accounts Payable and Accrued Expenses$2,000--
Total Liabilities$2,000$0▼ $2,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$111,112$89,498▼ $21,614
Unrestricted Net Assets$72,202$86,283▲ $14,081
Permanently Rstr Net Assets$20,877$17,466▼ $3,411
Total Net Assets Fund Balance$204,191$193,247▼ $10,944
Total Liabilities and Net Assets / Fund Balance$206,191$193,247▼ $12,944

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,307$186,486$206,793
Other Assets Org$17,466--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$20,877-▼ $1,994$1,417$17,466
2017$17,964-▲ $2,913-$20,877
2016$17,398-▲ $1,234$668$17,964
2015$18,223-▼ $825-$17,398
2014$18,671-▲ $211$659$18,223
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wilma DeLuccoPresident
Andrew J Sullivan MDVice President
David CorlettDirector
Leslie M TrossetDirector
Maura BarrettDirector
Radworth AndersonDirector
Jane SandersSecretary
Gerald SchimanskiTreasurer
Joyce BeckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,321
Program Service Revenue
$0
Investment Income
$783
Other Revenue
$1,309
All Other Contributions
$25,321
Change in Net Assets
$-9,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,946
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
Other Expenses$3,951$5,852-$3,951
Depreciation Depletion$2,634--$2,634
All Other Expenses$2,235$360-$2,595
Fees for Services Accounting-$2,250-$2,250
Total Functional Expenses$28,484$8,462$0$36,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,430
Fundraising Direct Expenses$2,121
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

The board of directors review the form 990 prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Potential conflicts are reviewed by the board annually.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bethlehem Senior Projects Inc
EIN
22-2906480
Phone
5184394955
Address
445 Delaware Avenue, Delmar, NY 12054

Signing Officer

Name
Gerald Schimanski
Title
Treasurer
Signed
2019-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
250

Preparer

Firm
TL Roe CPA PC
Address
449 Delaware Avenue, Delmar, NY 12054
Preparer
Terrell L Roe CPA
Phone
5184391517
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Senior and Youth Services

Other Changes In Net Assets Or Fund Balances - Other Decreases

Change in Value of Perpetual Trust = -$3411

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Senior and Youth Services
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04451
IRS990/ProgSrvcAccomActy3Grp/Desc0Transportation - Provides transportation services to senior citizens in order for them to keep medical appointments and shop at local stores.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03112
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt026552
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0586
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt025339
IRS990/PYOtherRevenueAmt0711
IRS990/PYRevenuesLessExpensesAmt02510
IRS990/PYTotalExpensesAmt025339
IRS990/PYTotalRevenueAmt027849
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9533
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172371
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146143
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138565
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0783
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0586
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt049702
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0586
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01876
IRS990ScheduleA/InvestmentIncomeCYPct00.00990
IRS990ScheduleA/InvestmentIncomePYPct00.00620
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99010
IRS990ScheduleA/PublicSupportPY509Pct00.99380
IRS990ScheduleA/PublicSupportTotal509Amt0188267
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044475
IRS990ScheduleA/Total509Grp/TotalAmt0188267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044628
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190143
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt020877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017466
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1994
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01417
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt020877
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017398
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0668
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt018223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017398
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-825
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt018671
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt018223
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0659
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt020307
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0186486
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0206793
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017466
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Perpetual Trust
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020307
IRS990ScheduleD/TotalBookValueOtherAssetsAmt017466
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Senior and Youth Services
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors review the form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Potential conflicts are reviewed by the board annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Change in Value of Perpetual Trust = -$3411
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.40$0.34$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.69$0.35$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.28$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.26$0.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.35$0.18$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.27$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.27$0.37$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$0.28$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.03$1.99$0.24$0.49$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.02$2.24$0.38$0.29$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.03$2.15$0.30$0.59$0.29
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.03$2.45$0.36$0.31$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.03$2.37$0.28$0.52$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.03$2.60$0.42$0.47$0.05
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.03$2.65$0.70$0.54$0.16