Civic Intelligence

The Statesman Foundation Inc C/O John Mccarrick

990 • Fiscal year 2020 • EIN 27-4381882

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 20, 2021

427 Bedford Road No 250Pleasantville, NY 10570

(267) 346-3505

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2020 filings • NTEE Y • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.00x

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

2020 filings • NTEE Y • <$500k nonprofits • Source year 2020

Net Margin

52nd percentile

9.3%

Higher net margin than 52% of similar nonprofits.

2020 filings • NTEE Y • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2020 filings • NTEE Y • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

163%

Faster asset growth than 98% of similar nonprofits.

2020 filings • NTEE Y • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • NTEE Y • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$38,975

Up $24,144 (+163%) from 2019

Net Assets

Up

$38,975

Up $24,144 (+163%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$259,200

Up $37,200 (+17%) from 2019

Expenses

Down

$235,056

Down $4,402 (-1.8%) from 2019

Net Income

Up

$24,144

Up $41,602 (+238%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $8,475Net Assets 2012: $8,4752012Assets 2013: $13,523Liabilities 2013: $0Net Assets 2013: $13,5232013Assets 2014: $23,385Liabilities 2014: $0Net Assets 2014: $23,3852014Assets 2015: $7,238Liabilities 2015: $0Net Assets 2015: $7,2382015Assets 2016: $34,682Liabilities 2016: $0Net Assets 2016: $34,6822016Assets 2017: $30,135Liabilities 2017: $0Net Assets 2017: $30,1352017Assets 2018: $32,289Liabilities 2018: $0Net Assets 2018: $32,2892018Assets 2019: $14,831Liabilities 2019: $0Net Assets 2019: $14,8312019Assets 2020: $38,975Liabilities 2020: $0Net Assets 2020: $38,9752020Assets 2021: $24,639Liabilities 2021: $0Net Assets 2021: $24,6392021Assets 2022: $44,278Liabilities 2022: $0Net Assets 2022: $44,2782022Assets 2023: $24,913Liabilities 2023: $6,000Net Assets 2023: $18,9132023Assets 2024: $63,430Liabilities 2024: $39,000Net Assets 2024: $24,4302024

Highlighted filing

2020

Assets$38,975
Liabilities$0
Net Assets$38,975

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $157,000Expenses 2012: $148,525Net Income 2012: $8,4752012Revenue 2013: $18,696Expenses 2013: $96,309Net Income 2013: -$77,6132013Revenue 2014: $103,316Expenses 2014: $93,454Net Income 2014: $9,8622014Revenue 2015: $92,892Expenses 2015: $109,039Net Income 2015: -$16,1472015Revenue 2016: $158,163Expenses 2016: $130,719Net Income 2016: $27,4442016Revenue 2017: $107,698Expenses 2017: $112,245Net Income 2017: -$4,5472017Revenue 2018: $106,482Expenses 2018: $104,328Net Income 2018: $2,1542018Revenue 2019: $222,000Expenses 2019: $239,458Net Income 2019: -$17,4582019Revenue 2020: $259,200Expenses 2020: $235,056Net Income 2020: $24,1442020Revenue 2021: $12,000Expenses 2021: $26,336Net Income 2021: -$14,3362021Revenue 2022: $258,000Expenses 2022: $238,361Net Income 2022: $19,6392022Revenue 2023: $294,000Expenses 2023: $295,365Net Income 2023: -$1,3652023Revenue 2024: $324,000Expenses 2024: $318,483Net Income 2024: $5,5172024

Highlighted filing

2020

Revenue$259,200
Expenses$235,056
Net Income$24,144
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 20, 2021
Return Version
2020v4.0
Gross Receipts
$259,200
Mission and Program Overview

Mission

To provide support for charities, education, arts, and science.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,831$38,975▲ $24,144
Total Assets$14,831$38,975▲ $24,144
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,831$38,975▲ $24,144
Total Net Assets Fund Balance$14,831$38,975▲ $24,144
Total Liabilities and Net Assets / Fund Balance$14,831$38,975▲ $24,144
Compensation and Service Providers

Board Members and Trustees

NameTitle
David BellPresident
Eric AndersonDirector
Greg FloodDirector
Todd JonesDirector
John MccarrickSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,456
Program Service Revenue
$147,744
Investment Income
$0
Other Revenue
$0
All Other Contributions
$111,456
Change in Net Assets
$24,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,556
Grants and Similar Amounts Paid$98,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$106,845--$106,845
Grants to Domestic Orgs$98,500--$98,500
Fees for Services Accounting-$1,750-$1,750
Other Expenses$400$487-$400
Office Expenses-$72-$72
Total Functional Expenses$232,747$2,309$0$235,056
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The BridgeJericho, NY501(c)(3)Funds Will Be Used for the Support of Female Professionals in Finacial Lines Insurance Includng Education, Mentoring, and Networking.$26,000
Dominican SistersSparkill, NY501(c)(3)Funds Will Be Used to Assist Native Americans on the Rocky Boy Indian Reservation and in Box Elder and Big Sandy in North Central Montana. Separate Funds Provided Will Be Used to Help Rebuild the Rocky Boy Catholic Church That Was Destroyed in a Fire.$15,500
Trinity CollegeHartford, CT501(c)(3)Funds Will Be Used to Provide College Scholarships to Deserving Students.$6,000
Ajiri FoundationUpper Black Eddy, PA501(c)(3)Funds Will Be Used to Support Families in Kenya, Including Housing, Food and School Costs.$5,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Section A, Line 8B

Not applicable, the governing body does not have committees.

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

The president reviews the draft 990 filing and verbally discusses the draft with the other two directors before filing. A copy of the filed 990 is shown to the other two directors at the annual board meeting.

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

Directors are obligated to self-report any conflict of interest annually. In addition, each year the directors are shown a list of the registered charities to which funds were donated during the prior year and are encouraged to ask any questions about any director's proposal of particular charity for donation.

Form 990, Part VI, Section C, Line 18

All corporate documents, tax filings, and back-up information are maintained in hard copy and digital form by the law firm, white and williams, which is pro bono counsel to the statesman foundation, and are subject to the document retention and destruction policy white and williams applies to all client matters.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, nor its financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
The Statesman Foundation Inc
EIN
27-4381882
Phone
2673463505
Address
427 BEDFORD ROAD NO 250, PLEASANTVILLE, NY 10570

Signing Officer

Name
David a Bell
Title
President
Phone
2673463505
Signed
2021-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David a Bell
Formed
2010
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Wipfli Llp
Address
PO BOX 1699, HELENA, MT 59624
Preparer
Whitney Thomas CPA
Phone
4064425520
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS WILL BE USED FOR THE SUPPORT OF FEMALE PROFESSIONALS IN FINACIAL LINES INSURANCE INCLUDNG EDUCATION, MENTORING, AND NETWORKING.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDS WILL BE USED TO ASSIST NATIVE AMERICANS ON THE ROCKY BOY INDIAN RESERVATION AND IN BOX ELDER AND BIG SANDY IN NORTH CENTRAL MONTANA. SEPARATE FUNDS PROVIDED WILL BE USED TO HELP REBUILD THE ROCKY BOY CATHOLIC CHURCH THAT WAS DESTROYED IN A FIRE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUNDS WILL BE USED TO PROVIDE COLLEGE SCHOLARSHIPS TO DESERVING STUDENTS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUNDS WILL BE USED TO SUPPORT FAMILIES IN KENYA, INCLUDING HOUSING, FOOD AND SCHOOL COSTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BRIDGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DOMINICAN SISTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TRINITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3AJIRI FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0842973967
IRS990ScheduleI/RecipientTable/RecipientEIN1141340103
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2300 SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 244
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JERICHO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPARKILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3UPPER BLACK EDDY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd011753
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110976
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd206106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd318972
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REQUIRES, PRIOR TO DONATION, CONFIRMATION THAT ALL DONATIONS BE MADE TO ENTITIES THAT ARE QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS. THE FOUNDATION COLLECTS AND MAINTAINS COPIES OF ACKNOWLEDGEMENT LETTERS FROM EACH RECIPIENT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE, THE GOVERNING BODY DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE DRAFT 990 FILING AND VERBALLY DISCUSSES THE DRAFT WITH THE OTHER TWO DIRECTORS BEFORE FILING. A COPY OF THE FILED 990 IS SHOWN TO THE OTHER TWO DIRECTORS AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS ARE OBLIGATED TO SELF-REPORT ANY CONFLICT OF INTEREST ANNUALLY. IN ADDITION, EACH YEAR THE DIRECTORS ARE SHOWN A LIST OF THE REGISTERED CHARITIES TO WHICH FUNDS WERE DONATED DURING THE PRIOR YEAR AND ARE ENCOURAGED TO ASK ANY QUESTIONS ABOUT ANY DIRECTOR'S PROPOSAL OF PARTICULAR CHARITY FOR DONATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL CORPORATE DOCUMENTS, TAX FILINGS, AND BACK-UP INFORMATION ARE MAINTAINED IN HARD COPY AND DIGITAL FORM BY THE LAW FIRM, WHITE AND WILLIAMS, WHICH IS PRO BONO COUNSEL TO THE STATESMAN FOUNDATION, AND ARE SUBJECT TO THE DOCUMENT RETENTION AND DESTRUCTION POLICY WHITE AND WILLIAMS APPLIES TO ALL CLIENT MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014831
IRS990/TotalAssetsEOYAmt038975
IRS990/TotalAssetsGrp/BOYAmt014831
IRS990/TotalAssetsGrp/EOYAmt038975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0111456
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02309
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0232747
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014831
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0232747
IRS990/TotalProgramServiceRevenueAmt0147744
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0259200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038975
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0427 BEDFORD ROAD NO 250
IRS990/USAddress/CityNm0PLEASANTVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010570
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02673463505
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STATESMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STAT
ReturnHeader/Filer/EIN0274381882
ReturnHeader/Filer/PhoneNum02673463505
ReturnHeader/Filer/USAddress/AddressLine1Txt0427 BEDFORD ROAD NO 250
ReturnHeader/Filer/USAddress/CityNm0PLEASANTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010570
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1699
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064425520
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY THOMAS CPA
ReturnHeader/ReturnTs02021-03-24T17:23:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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