Civic Intelligence

Consumer Directed Personal Assistance Assn of Nys Inc.

990 • Fiscal year 2019 • EIN 31-1747747

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 29, 2020

Organization ProfileWWW.CDPAANYS.ORG
119 Washington Avenue - Suite 3AAlbany, NY 12210

(518) 813-9537

Siviq Scores

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

Liabilities / Assets

50th percentile

0.07x

Higher debt load relative to assets than 50% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.05x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • NTEE P • $500k-$1M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$349,680

Down $3,806 (-1.1%) from 2018

Net Assets

Up

$326,226

Up $3,970 (+1.2%) from 2018

Liabilities

Down

$23,454

Down $7,776 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin44th percentile

Revenue

Up

$506,677

Up $65,903 (+15%) from 2018

Expenses

Up

$502,707

Up $124,418 (+33%) from 2018

Net Income

Down

$3,970

Down $58,515 (-94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2017: $279,786Liabilities 2017: $20,015Net Assets 2017: $259,7712017Assets 2018: $353,486Liabilities 2018: $31,230Net Assets 2018: $322,2562018Assets 2019: $349,680Liabilities 2019: $23,454Net Assets 2019: $326,2262019Assets 2020: $533,893Liabilities 2020: $8,810Net Assets 2020: $525,0832020Assets 2021: $653,671Liabilities 2021: $21,167Net Assets 2021: $632,5042021Assets 2022: $745,581Liabilities 2022: $123,918Net Assets 2022: $621,6632022Assets 2023: $533,046Liabilities 2023: $56,730Net Assets 2023: $476,3162023

Highlighted filing

2019

Assets$349,680
Liabilities$23,454
Net Assets$326,226
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $313,333Expenses 2017: $258,983Net Income 2017: $54,3502017Revenue 2018: $440,774Expenses 2018: $378,289Net Income 2018: $62,4852018Revenue 2019: $506,677Expenses 2019: $502,707Net Income 2019: $3,9702019Revenue 2020: $648,962Expenses 2020: $450,105Net Income 2020: $198,8572020Revenue 2021: $571,080Expenses 2021: $463,659Net Income 2021: $107,4212021Revenue 2022: $538,512Expenses 2022: $546,664Net Income 2022: -$8,1522022Revenue 2023: $547,794Expenses 2023: $694,061Net Income 2023: -$146,2672023

Highlighted filing

2019

Revenue$506,677
Expenses$502,707
Net Income$3,970
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 29, 2020
Return Version
2019v5.0
Gross Receipts
$506,677
Mission and Program Overview

Mission

Support consumer-directed personal assistance fiscal intermediaries and users in all counties of new york state, providing assistance including, but not limited to advocacy, systems change, promotion of consumer control and self determination.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$324,965$302,538▼ $22,427
Accounts Receivable$26,578$45,425▲ $18,847
Prepaid Expenses and Deferred Charges$1,337$1,342▲ $5
Land, Buildings, and Equipment, Net$606$375▼ $231
Cash and Non-Interest-Bearing Accounts-$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-
Total Assets$353,486$349,680▼ $3,806
Other Assets Total-$0-
Liabilities
Deferred Revenue$14,624$14,624→ $0
Accounts Payable and Accrued Expenses$16,606$8,830▼ $7,776
Total Liabilities$31,230$23,454▼ $7,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$322,256$326,226▲ $3,970
Total Net Assets Fund Balance$322,256$326,226▲ $3,970
Total Liabilities and Net Assets / Fund Balance$353,486$349,680▼ $3,806

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,849$2,849
Other Land Buildings$375$1,125$1,500
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Elizabeth MartinPresident
Kendra ScaliaVice President
Angela HarmerDirector
Babi SatzmanDirector
Denise DinotoDirector
Dr Gregg BeratanDirector
Jennifer RoseDirector
Julian HagmannDirector
Stephen EngelDirector
Taryn BirkmireDirector
Thomas K SmallDirector
Vincent ReiterDirector
Susan MccormackSecretary
Carlos MartinezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,727
Program Service Revenue
$469,111
Investment Income
$1,839
Other Revenue
$0
All Other Contributions
$35,727
Change in Net Assets
$3,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,295
Salaries, Compensation, and Employee Benefits$237,412
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$108,159$2,042-$110,201
Other Salaries and Wages$94,659$4,468-$99,127
Fees for Services Legal$71,003$60-$71,063
Fees for Services Other$63,238--$63,238
Fees for Services Lobbying$40,323$455-$40,778
Conferences and Meetings$33,406--$33,406
Payroll Taxes$25,486$2,598-$28,084
Occupancy$19,951$582-$20,533
Travel$7,766$76-$7,842
Fees for Services Accounting$960$3,651-$4,611
Office Expenses$3,786$353-$4,139
All Other Expenses$3,254$223-$3,477
Information Technology$1,802--$1,802
Other Expenses$1,950$1,697-$1,697
Insurance-$1,579-$1,579
Advertising$293$271-$564
Depreciation Depletion-$231-$231
Total Functional Expenses$484,064$18,643$0$502,707
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
Yes
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
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
Yes
Other officer compensation reviewed
Yes
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

“A draft copy is provided to each board of directors member and reviewed in detail prior to filing of form 990”

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

“Directors are required to sign document stating they have read and understood the policy and must state any real or apparent conflicts of interest”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The executive director was evaluated by the executive committee for purposes of performance and adequate compensation.”

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

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Consumer Directed Personal Assistance
EIN
31-1747747
Phone
5188139537
Address
119 WASHINGTON AVENUE - SUITE 3A, ALBANY, NY 12210

Signing Officer

Name
Carlos Martinez
Title
Treasurer
Signed
2020-10-29
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
14
Independent Board Members
14
Employees
3

Preparer

Firm
T M Byxbee Co CPAs NY PC
Address
18 Computer Drive East Ste 101, Albany, NY 12205-1111
Preparer
Glenn R Winter CPA
Phone
5184582213
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization files information returns (United States Return of Organization Exempt from Income Tax Form 990, and New York State Annual Filing for Charitable Organizations Form CHAR500). The Organization has adopted the provisions of FASB ASC 740-10, Accounting for Uncertainty in Income Taxes, and as a result has identified its exemption from income tax under Section 501(c)(3) as a tax position which falls within the scope of this FASB ASC Section. The Organization does not believe this tax position will result in any change to its financial position. These information returns are subject to examination by tax jurisdictions (generally for three years from the filing date), and as a result, returns for the years subsequent to the year ended December 31, 2016 remain subject to examination. No interest or penalties relative to income taxes have been recognized in the Statement of Financial Position or Statement of Activities.”

Raw XML AppendixShowing 400 of 521 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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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01839
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01839
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03974
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0606
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0375
IRS990/LandBldgEquipCostOrOtherBssAmt04349
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT CONSUMER-DIRECTED PERSONAL ASSISTANCE FISCAL INTERMEDIARIES AND USERS IN ALL COUNTIES OF NEW YORK STATE, PROVIDING ASSISTANCE INCLUDING, BUT NOT LIMITED TO ADVOCACY, SYSTEMS CHANGE, PROMOTION OF CONSUMER CONTROL AND SELF DETERMINATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0322256
IRS990/NetAssetsOrFundBalancesEOYAmt0326226
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0322256
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0326226
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0582
IRS990/OccupancyGrp/ProgramServicesAmt019951
IRS990/OccupancyGrp/TotalAmt020533
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0353
IRS990/OfficeExpensesGrp/ProgramServicesAmt03786
IRS990/OfficeExpensesGrp/TotalAmt04139
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PAYROLL SERVICE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21697
IRS990/OtherExpensesGrp/ProgramServicesAmt04791
IRS990/OtherExpensesGrp/ProgramServicesAmt13237
IRS990/OtherExpensesGrp/ProgramServicesAmt21950
IRS990/OtherExpensesGrp/TotalAmt04930
IRS990/OtherExpensesGrp/TotalAmt13455
IRS990/OtherExpensesGrp/TotalAmt21950
IRS990/OtherExpensesGrp/TotalAmt31697
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04468
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt094659
IRS990/OtherSalariesAndWagesGrp/TotalAmt099127
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02598
IRS990/PayrollTaxesGrp/ProgramServicesAmt025486
IRS990/PayrollTaxesGrp/TotalAmt028084
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01337
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01342
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033747
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2414614
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033747
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2414614
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010044
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01239
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0165216
IRS990/PYProgramServiceRevenueAmt0429491
IRS990/PYRevenuesLessExpensesAmt062485
IRS990/PYSalariesCompEmpBnftPaidAmt0213073
IRS990/PYTotalExpensesAmt0378289
IRS990/PYTotalRevenueAmt0440774
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03970
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0324965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0302538
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0450341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0348168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0242761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0226296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0316001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01583567
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01839
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0853
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295621
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0164
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0853
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04849
IRS990ScheduleA/InvestmentIncomeCYPct00.00260
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt01879188
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0504838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0439284

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,680
Liabilities
$23,454
Net assets
$326,226
Revenue
$506,677
Expenses
$502,707
Net income
$3,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.57$4.76$5.48$6.94$1.46
2022Detailed filing. Detailed filing data is available for this year.$7.46$1.24$6.22$5.39$5.47$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.21$6.33$5.71$4.64$1.07
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.09$5.25$6.49$4.50$1.99
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.23$3.26$5.07$5.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.53$0.31$3.22$4.41$3.78$0.62
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.20$2.60$3.13$2.59$0.54