Civic Intelligence

Confluence Philanthropy Inc.

990 • Fiscal year 2017 • EIN 27-3018135

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 08, 2018

Organization ProfileWWW.CONFLUENCEPHILANTHROPY.ORG

View Organization Page

475 Riverside Drive Suite 900New York, NY 10115

(212) 812-4367

Siviq Scores

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

Liabilities / Assets

91st percentile

0.11x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.07x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

43rd percentile

-0.9%

Higher net margin than 43% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$153,559

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

16th percentile

-4.9%

Faster asset growth than 16% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-6.1%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$641,618

Down $33,372 (-4.9%) from 2016

Net Assets

Down

$568,927

Down $9,407 (-1.6%) from 2016

Liabilities

Down

$72,691

Down $23,965 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin43rd percentile

Revenue

Down

$1,037,198

Down $67,779 (-6.1%) from 2016

Expenses

Up

$1,046,605

Up $294,250 (+39%) from 2016

Net Income

Down

-$9,407

Down $362,029 (-103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $213,119Liabilities 2013: $31,132Net Assets 2013: $181,9872013Assets 2014: $227,710Liabilities 2014: $4,480Net Assets 2014: $223,2302014Assets 2015: $250,355Liabilities 2015: $24,643Net Assets 2015: $225,7122015Assets 2016: $674,990Liabilities 2016: $96,656Net Assets 2016: $578,3342016Assets 2017: $641,618Liabilities 2017: $72,691Net Assets 2017: $568,9272017Assets 2018: $740,444Liabilities 2018: $191,762Net Assets 2018: $548,6822018Assets 2019: $795,337Liabilities 2019: $177,871Net Assets 2019: $617,4662019Assets 2021: $2,455,655Liabilities 2021: $322,307Net Assets 2021: $2,133,3482021Assets 2022: $2,528,677Liabilities 2022: $376,437Net Assets 2022: $2,152,2402022Assets 2023: $2,635,091Liabilities 2023: $376,440Net Assets 2023: $2,258,6512023Assets 2024: $2,573,326Liabilities 2024: $497,792Net Assets 2024: $2,075,5342024

Highlighted filing

2017

Assets$641,618
Liabilities$72,691
Net Assets$568,927
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $394,9242013Revenue 2014: $510,146Expenses 2014: $468,965Net Income 2014: $41,1812014Revenue 2015: $629,870Expenses 2015: $627,388Net Income 2015: $2,4822015Revenue 2016: $1,104,977Expenses 2016: $752,355Net Income 2016: $352,6222016Revenue 2017: $1,037,198Expenses 2017: $1,046,605Net Income 2017: -$9,4072017Revenue 2018: $1,383,475Expenses 2018: $1,403,720Net Income 2018: -$20,2452018Revenue 2019: $1,715,154Expenses 2019: $1,646,370Net Income 2019: $68,7842019Revenue 2021: $2,622,242Expenses 2021: $1,490,400Net Income 2021: $1,131,8422021Revenue 2022: $2,376,409Expenses 2022: $2,335,059Net Income 2022: $41,3502022Revenue 2023: $2,376,299Expenses 2023: $2,278,807Net Income 2023: $97,4922023Revenue 2024: $2,556,995Expenses 2024: $2,532,330Net Income 2024: $24,6652024

Highlighted filing

2017

Revenue$1,037,198
Expenses$1,046,605
Net Income-$9,407
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$1,037,198
Mission and Program Overview

Mission

The organizations mission is to provide a network of foundations and non-profits that practice mission related investing. By providing technical assistance to charitable foundations and non-profit organizations they aim to increase mission-related investing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$529,646$543,492▲ $13,846
Accounts Receivable$143,218$77,075▼ $66,143
Prepaid Expenses and Deferred Charges$636$9,250▲ $8,614
Land, Buildings, and Equipment, Net$221$4,899▲ $4,678
Total Assets$674,990$641,618▼ $33,372
Other Assets Total$1,269$6,902▲ $5,633
Liabilities
Accounts Payable and Accrued Expenses$46,656$70,987▲ $24,331
Other Liabilities-$1,000-
Deferred Revenue$50,000$704▼ $49,296
Total Liabilities$96,656$72,691▼ $23,965
Net Assets / Fund Balance
Unrestricted Net Assets$461,639$505,058▲ $43,419
Temporarily Rstr Net Assets$116,695$63,869▼ $52,826
Total Net Assets Fund Balance$578,334$568,927▼ $9,407
Total Liabilities and Net Assets / Fund Balance$674,990$641,618▼ $33,372

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,899$5,529$10,428
Other Assets Org$6,902--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana LanzaCeosecretaryFT$131,978$21,581$153,559

Board Members and Trustees

NameTitle
Geraldine WatsonAudit Committee Chair
Lisa RenstromBoard Chair
Jeff RosenVice Chair
Jeff PaceDirector
Lorenzo J De Rosenweig PasquelDirector
Mark J SpaldingDirector
Shawn GinwrightDirector
Bruce KahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,000
Program Service Revenue
$840,528
Investment Income
$656
Other Revenue
$10,014
Change in Net Assets
$-9,407

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,037,198
Total Revenue per Audited Statements
$1,037,198
Total Revenue per Form 990
$1,037,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$561,081
Other Expenses$485,524
Total Fundraising Expense$28,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,462$116,151$16,401$328,014
Conferences and Meetings$186,845--$186,845
Current Officers, Directors, Trustees, and Key Employees$121,886$6,771$6,771$135,428
Fees for Services Other$93,020$12,703-$105,723
Occupancy$10,518$63,896-$74,414
Other Employee Benefits$43,233$16,746$3,157$63,136
Travel$46,887$2,981$8$49,876
Payroll Taxes$23,627$9,151$1,725$34,503
Information Technology$15,531$11,592-$27,123
Fees for Services Accounting-$20,133-$20,133
Office Expenses$9,720$6,856-$16,576
Insurance-$2,872-$2,872
Depreciation Depletion$330$870-$1,200
Other Expenses$5$757-$762
Total Functional Expenses$747,064$271,479$28,062$1,046,605

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,046,605
Total Expenses per Audited Statements$1,046,605
Total Expenses per Form 990$1,046,605
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit - Subleases$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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

Committee meeting documentation Part VI line 8B

“A draft of form 990 is provided to officers for review prior to filing.”

Form 990 governing body review Part VI line 11

“The form 990 is prepared by an external accountant. The board receives a copy of the financial statements and draft form 990 at least 2-3 weeks prior to filing for review and comments.”

Conflict of interest policy compliance Part VI line 12C

“Officers, directors, and trustees were required to disclose annually interests that could give rise to conflicts. The organization regularly and consistently monitors and enforces compliance with the policy.”

CEO executive director top management comp Part VI line 15A

“The process for determining compensation for the organizations ceo included a review and approval by independent persons, comparibility data, and contemporaneous substantiation of the deliberation and decision.”

Governing documents etc available to public Part VI line 19

“No documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Confluence Philanthropy Inc
EIN
27-3018135
Address
475 RIVERSIDE DRIVE SUITE 900, NEW YORK, NY 10115

Signing Officer

Name
Dana Lanza
Title
CEO
Phone
2128124367
Signed
2018-01-08
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
Employees
11

Preparer

Firm
Skinnon and Faber Cpas Pc
Address
3690 EXPRESSWAY DRIVE SOUTH, Islandia, NY 11749
Preparer
Frank J Faber CPA
Phone
6318511201
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Professional fees total was $105,723program service expenses - $93,020management & general expenses - $12,703”

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

“INVESTMENT COST”

Other expenses not included on Form 990 (Part XII, line 2D)

“INVESTMENT COSTS”

Footnote for uncertain tax position under FIN 48 (Part X)

“No provisions have been made for income taxes in these financial statements. The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3). Although the organization is subject to routine audits by taxing jurisdictions there are currently no audits for any tax periods in progress. Income tax returns, once filed, are generally subject to examination for a three year period. Tax years that are currently open for potential examination are for the years ended june 2013, 2014, and 2015. The accompanying financial statements have been prepared in accordance with financial accounting standards board asc 740-10 (formerly known as fasb interpretation no. 48) which prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Management has determined that there is no impact on the accompanying financial statements as a result of implementation of asc 740-10.”

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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0195462
IRS990/OtherSalariesAndWagesGrp/TotalAmt0328014
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01725
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09151
IRS990/PayrollTaxesGrp/ProgramServicesAmt023627
IRS990/PayrollTaxesGrp/TotalAmt034503
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0636
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09250
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PRACTIONERS MEETING
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES & ASSES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0330378
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1440150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt270000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0330378
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1440150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt270000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0328884
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0164
IRS990/PYOtherExpensesAmt0361296
IRS990/PYProgramServiceRevenueAmt0775929
IRS990/PYRevenuesLessExpensesAmt0352622
IRS990/PYSalariesCompEmpBnftPaidAmt0390341
IRS990/PYTotalExpensesAmt0752355
IRS990/PYTotalProfFndrsngExpnsAmt0718
IRS990/PYTotalRevenueAmt01104977
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-9407
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010014
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0840528
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0529646
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0543492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0840528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0885434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0442258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0380874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0275821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02824915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0340392
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0249379
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0177294
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0129153
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0154912
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01051130
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72860
IRS990ScheduleA/PublicSupportPY170Pct00.69950
IRS990ScheduleA/PublicSupportTotal170Amt02824915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0840528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0885434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0442258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0380874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0275821
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02824915
IRS990ScheduleA/TotalSupportAmt03877320
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04899
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05529
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010428
IRS990ScheduleD/ExpensesSubtotalAmt01046605
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06902
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT - SUBLEASES
IRS990ScheduleD/RevenueSubtotalAmt01037198
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT COST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT COSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NO PROVISIONS HAVE BEEN MADE FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ALTHOUGH THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INCOME TAX RETURNS, ONCE FILED, ARE GENERALLY SUBJECT TO EXAMINATION FOR A THREE YEAR PERIOD. TAX YEARS THAT ARE CURRENTLY OPEN FOR POTENTIAL EXAMINATION ARE FOR THE YEARS ENDED JUNE 2013, 2014, AND 2015. THE ACCOMPANYING FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740-10 (FORMERLY KNOWN AS FASB INTERPRETATION NO. 48) WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. MANAGEMENT HAS DETERMINED THAT THERE IS NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEMENTS AS A RESULT OF IMPLEMENTATION OF ASC 740-10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other revenues not included on Form 990 (Part XI, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04899
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06902
IRS990ScheduleD/TotalExpensesPerForm990Amt01046605
IRS990ScheduleD/TotalLiabilityAmt01000
IRS990ScheduleD/TotalRevenuePerForm990Amt01037198
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01037198
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01046605
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0131978
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANA LANZA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEOSECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153559
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS PROVIDED TO OFFICERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTANT. THE BOARD RECEIVES A COPY OF THE FINANCIAL STATEMENTS AND DRAFT FORM 990 AT LEAST 2-3 WEEKS PRIOR TO FILING FOR REVIEW AND COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, AND TRUSTEES WERE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATIONS CEO INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARIBILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES TOTAL WAS $105,723PROGRAM SERVICE EXPENSES - $93,020MANAGEMENT & GENERAL EXPENSES - $12,703
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0116695
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt063869
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0674990
IRS990/TotalAssetsEOYAmt0641618
IRS990/TotalAssetsGrp/BOYAmt0674990
IRS990/TotalAssetsGrp/EOYAmt0641618
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0186000
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028062
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0271479
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0747064
IRS990/TotalFunctionalExpensesGrp/TotalAmt01046605
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt096656
IRS990/TotalLiabilitiesEOYAmt072691
IRS990/TotalLiabilitiesGrp/BOYAmt096656
IRS990/TotalLiabilitiesGrp/EOYAmt072691
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0578334
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0568927
IRS990/TotalOtherCompensationAmt021581
IRS990/TotalProgramServiceExpensesAmt0747064
IRS990/TotalProgramServiceRevenueAmt0840528
IRS990/TotalReportableCompFromOrgAmt0131978
IRS990/TotalRevenueGrp/ExclusionAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$641,618
Liabilities
$72,691
Net assets
$568,927
Revenue
$1,037,198
Expenses
$1,046,605
Net income
-$9,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.50$2.08$2.56$2.53$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.38$2.26$2.38$2.28$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.38$2.15$2.38$2.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.32$2.13$2.62$1.49$1.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.18$0.62$1.72$1.65$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$1.38$1.40$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.07$0.57$1.04$1.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.58$1.10$0.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.23$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.22$0.51$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.03$0.18$0.39