Civic Intelligence

Consumer Directed Personal Assistance Assn of Nys Inc.

990 • Fiscal year 2020 • EIN 31-1747747

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

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

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

53%

Faster asset growth than 76% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

28%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$533,893

Up $184,213 (+53%) from 2019

Net Assets

Up

$525,083

Up $198,857 (+61%) from 2019

Liabilities

Down

$8,810

Down $14,644 (-62%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$648,962

Up $142,285 (+28%) from 2019

Expenses

Down

$450,105

Down $52,602 (-10%) from 2019

Net Income

Up

$198,857

Up $194,887 (+4909%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2020

Assets$533,893
Liabilities$8,810
Net Assets$525,083
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$648,962
Expenses$450,105
Net Income$198,857
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$648,962
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$302,538$451,316▲ $148,778
Accounts Receivable$45,425$80,544▲ $35,119
Prepaid Expenses and Deferred Charges$1,342$1,342→ $0
Land, Buildings, and Equipment, Net$375$691▲ $316
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$349,680$533,893▲ $184,213
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$8,830$8,310▼ $520
Deferred Revenue$14,624$500▼ $14,124
Total Liabilities$23,454$8,810▼ $14,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,226$525,083▲ $198,857
Total Net Assets Fund Balance$326,226$525,083▲ $198,857
Total Liabilities and Net Assets / Fund Balance$349,680$533,893▲ $184,213

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$529$2,920$3,449
Other Land Buildings$162$1,338$1,500
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Kendra ScaliaPresident
Angela HarmerDirector
Anthony CaputoDirector
Denise DinotoDirector
Dr Gregg BeratanDirector
Eveline DerosiaDirector
Frank ReccoDirector
Jessica De La RosaDirector
Julian HagmannDirector
Marcus JohnsonDirector
Maria DibbleDirector
Rachel GrossDirector
Shannon ZawiskiDirector
Stephen EngelDirector
Taryn BirkmireDirector
Thomas K SmallDirector
Vincent ReiterDirector
Susan MccormackSecretary
Carlos MartinezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,290
Program Service Revenue
$565,195
Investment Income
$477
Other Revenue
$0
All Other Contributions
$30,466
Change in Net Assets
$198,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$287,270
Other Expenses$162,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$137,981$4,300-$142,281
Current Officers, Directors, Trustees, and Key Employees$103,066$7,628-$110,694
Fees for Services Other$64,669--$64,669
Fees for Services Legal$34,687--$34,687
Payroll Taxes$32,045$2,250-$34,295
Occupancy$19,681$892-$20,573
Fees for Services Lobbying$5,444$972-$6,416
Office Expenses$5,343$185-$5,528
Fees for Services Accounting$960$3,760-$4,720
All Other Expenses$3,107$199-$3,306
Conferences and Meetings$2,865--$2,865
Other Expenses$1,708$356-$2,064
Travel$1,740--$1,740
Insurance-$1,584-$1,584
Information Technology$1,562--$1,562
Advertising$308$180-$488
Depreciation Depletion-$284-$284
Total Functional Expenses$424,833$25,272$0$450,105
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
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
19
Independent Board Members
19
Employees
6

Preparer

Firm
T M Byxbee Co CPAs NY PC
Address
18 Computer Drive East Ste 101, Albany, NY 12205
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, 2017 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.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/ProgramServiceRevenueGrp/Desc4PEER MENTORING
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt470007
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYInvestmentIncomeAmt01839
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0265295
IRS990/PYProgramServiceRevenueAmt0469111
IRS990/PYRevenuesLessExpensesAmt03970
IRS990/PYSalariesCompEmpBnftPaidAmt0237412
IRS990/PYTotalExpensesAmt0502707
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IRS990/QuidProQuoContributionsInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$533,893
Liabilities
$8,810
Net assets
$525,083
Revenue
$648,962
Expenses
$450,105
Net income
$198,857
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
Peer Organizations

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