Civic Intelligence

Rochester Sailing and Boating Foundation Inc.

990EZ • Fiscal year 2017 • EIN 27-1410019

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 30, 2018

5555 St Paul BlvdRochester, NY 14617

(585) 342-5511

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

1st percentile

-441%

Higher net margin than 1% of similar nonprofits.

2017 filings • NTEE N • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE N • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-26%

Faster asset growth than 14% of similar nonprofits.

2017 filings • NTEE N • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • NTEE N • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$216,616

Down $75,398 (-26%) from 2016

Net Assets

Down

$216,616

Down $75,085 (-26%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,755

Down $68,698 (-80%) from 2016

Expenses

Down

$90,595

Down $2,923 (-3.1%) from 2016

Net Income

Down

-$73,840

Down $65,775 (-816%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $48,645Net Assets 2010: $48,6452010Assets 2011: $116,068Net Assets 2011: $116,0682011Assets 2012: $163,233Net Assets 2012: $163,2332012Assets 2013: $332,131Liabilities 2013: $359Net Assets 2013: $331,7722013Assets 2014: $323,522Liabilities 2014: $32Net Assets 2014: $323,4902014Assets 2015: $299,965Liabilities 2015: $73Net Assets 2015: $299,8922015Assets 2016: $292,014Liabilities 2016: $313Net Assets 2016: $291,7012016Assets 2017: $216,616Net Assets 2017: $216,6162017Assets 2018: $228,481Net Assets 2018: $228,4812018Assets 2019: $225,456Liabilities 2019: $60Net Assets 2019: $225,3962019Assets 2020: $213,004Net Assets 2020: $213,0042020Assets 2021: $222,132Liabilities 2021: $35Net Assets 2021: $222,0972021Assets 2022: $232,019Liabilities 2022: $0Net Assets 2022: $232,0192022Assets 2023: $287,991Liabilities 2023: $9,892Net Assets 2023: $278,0992023Assets 2024: $635,114Liabilities 2024: $9,045Net Assets 2024: $626,0692024

Highlighted filing

2017

Assets$216,616
Liabilities-
Net Assets$216,616

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $58,685Expenses 2010: $10,040Net Income 2010: $48,6452010Revenue 2011: $86,263Expenses 2011: $18,504Net Income 2011: $67,7592011Revenue 2012: $91,016Expenses 2012: $44,649Net Income 2012: $46,3672012Revenue 2013: $204,455Expenses 2013: $37,740Net Income 2013: $166,7152013Revenue 2014: $69,030Expenses 2014: $75,743Net Income 2014: -$6,7132014Revenue 2015: $47,281Expenses 2015: $71,585Net Income 2015: -$24,3042015Revenue 2016: $85,453Expenses 2016: $93,518Net Income 2016: -$8,0652016Revenue 2017: $16,755Expenses 2017: $90,595Net Income 2017: -$73,8402017Revenue 2018: $107,400Expenses 2018: $87,763Net Income 2018: $19,6372018Revenue 2019: $52,063Expenses 2019: $63,496Net Income 2019: -$11,4332019Revenue 2020: $32,882Expenses 2020: $52,368Net Income 2020: -$19,4862020Revenue 2021: $51,656Expenses 2021: $50,375Net Income 2021: $1,2812021Revenue 2022: $59,193Expenses 2022: $32,324Net Income 2022: $26,8692022Revenue 2023: $65,020Expenses 2023: $29,094Net Income 2023: $35,9262023Revenue 2024: $372,024Expenses 2024: $31,812Net Income 2024: $340,2122024

Highlighted filing

2017

Revenue$16,755
Expenses$90,595
Net Income-$73,840
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 30, 2018
Return Version
2017v2.2
Gross Receipts
$32,795
Mission and Program Overview

Mission

The foundation's mission is to support training in boating, both sailing and power. To encourage racing through training and competition, promote ecology and the preservation of the marine environment in the community and to contribute to maritime-related charitable and educational organizations in the rochester region.

Program Services

DescriptionGrantsExpenses
RAISED CAPITAL THROUGH CASH DONATIONS TO PURCHASE AND MAINTAIN BOATS THAT ARE LEASED TO ORGANIZATION PROVIDING SAIL INSTRUCTION TO 500 STUDENTS.$63,483$17,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK R SHUMWAY IIIPresidentPT$0--
JOHN F D'AURIZIOVice PresidentPT$0--
CORNELIA F SERTLSecretaryPT$0--
DONALD O CHESWORTHDirectorPT$0--
RALPH E SIMPSONDirectorPT$0--
NATALIE STEODirectorPT$0--
PATRICIA LEVATreasurerPT$0--
JOSEPH DiVENCENZODirectorPT$0--
BETSY LAWLESSDirectorPT$0--
MICHAEL RAYDirectoryPT$0--
Filing and Contact Details

Filer

Filer Name
Rochester Sailing and Boating
EIN
27-1410019
Phone
5853425511
Address
5555 ST PAUL BLVD, ROCHESTER, NY 14617

Signing Officer

Name
Frank R Shumway Iii
Title
President
Signed
2018-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Bonn Dioguardi & Ray Llp
Address
70 LINDEN OAKS, ROCHESTER, NY 14625-2804
Preparer
Michael Ray
Phone
5853819660
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: ROCHESTER YACHT CLUB | Donee's Address: 5555 ST. PAUL BLVD ROCHESTER NY 14617 | Relationship of Donee: UN-RELATED | Cash Amount Given: $17380

Other Expenses.1009

Depreciation $63310

Other Expenses.1012

Insurance $1375

Other Expenses.1

Printing and Copying $355

Other Expenses.2

SUPPLIES $304

Other Expenses.3

Equipment rent & repair $173

Other Expenses.4

Printing and postage $134

Other Expenses.5

TAXES - NOT UBIT $125

Other Expenses.6

BANK CHARGES $120

Other Assets.1003

Machinery and Equipment - Beginning $173414 Machinery and Equipment - Ending $111104

Other Assets.1006

Pledges and Grants Receivable - Beginning $6645 Pledges and Grants Receivable - Ending $0

Total Liabilities.1

Sales Tax Payable - Beginning $313 Sales Tax Payable - Ending $0

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK R SHUMWAY III
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ROCHESTER YACHT CLUB | Donee's Address: 5555 ST. PAUL BLVD ROCHESTER NY 14617 | Relationship of Donee: UN-RELATED | Cash Amount Given: $17380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $63310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Printing and Copying $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT RENT & REPAIR $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRINTING AND POSTAGE $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES - NOT UBIT $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $173414 Machinery and Equipment - Ending $111104
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK R SHUMWAY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHESTER SAILING AND BOATING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0271410019
ReturnHeader/Filer/PhoneNum05853425511
ReturnHeader/Filer/USAddress/AddressLine1Txt05555 ST PAUL BLVD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014617
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161460600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONN DIOGUARDI & RAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 LINDEN OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0146252804
ReturnHeader/PreparerPersonGrp/PhoneNum05853819660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Ray
ReturnHeader/ReturnTs02018-03-30T12:12:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.09$6.26$3.72$0.32$3.40
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.10$2.78$0.65$0.29$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.59$0.32$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.52$0.50$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.33$0.52$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.52$0.63$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.28$2.28$1.07$0.88$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.17$2.17$0.17$0.91$0.74
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.85$0.94$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.47$0.72$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.23$0.69$0.76$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$2.04$0.38$1.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$1.63$0.91$0.45$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$0.86$0.19$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.59$0.10$0.49