Civic Intelligence

Donald Ereutershan Education Tr C/O Banduccikatz & Ferraris LLP

990 • Fiscal year 2017 • EIN 31-6649390

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 17, 2018

Organization Profile
108 Main Street - PO Box 1168Sag Harbor, NY 11963

(631) 725-0145

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

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

Liabilities / Revenue

16th percentile

0.00x

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

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

Net Margin

3rd percentile

-69%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

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

Asset Growth

44th percentile

3.2%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

12th percentile

-17%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,271,937

Up $69,636 (+3.2%) from 2016

Net Assets

Up

$2,271,937

Up $69,636 (+3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$82,604

Down $16,387 (-17%) from 2016

Expenses

Up

$139,250

Up $25,724 (+23%) from 2016

Net Income

Down

-$56,646

Down $42,111 (-290%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,120,067Liabilities 2010: $0Net Assets 2010: $2,120,0672010Assets 2011: $2,015,917Liabilities 2011: $0Net Assets 2011: $2,015,9172011Assets 2014: $2,261,906Liabilities 2014: $0Net Assets 2014: $2,261,9062014Assets 2015: $2,109,698Liabilities 2015: $0Net Assets 2015: $2,109,6982015Assets 2016: $2,202,301Liabilities 2016: $0Net Assets 2016: $2,202,3012016Assets 2017: $2,271,937Liabilities 2017: $0Net Assets 2017: $2,271,9372017Assets 2018: $2,129,844Liabilities 2018: $0Net Assets 2018: $2,129,8442018Assets 2019: $2,284,896Liabilities 2019: $0Net Assets 2019: $2,284,8962019Assets 2020: $2,266,971Liabilities 2020: $2,000Net Assets 2020: $2,264,9712020Assets 2021: $2,077,285Liabilities 2021: $0Net Assets 2021: $2,077,2852021Assets 2022: $2,040,310Liabilities 2022: $0Net Assets 2022: $2,040,3102022Assets 2024: $2,123,276Liabilities 2024: $0Net Assets 2024: $2,123,2762024

Highlighted filing

2017

Assets$2,271,937
Liabilities$0
Net Assets$2,271,937
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$0-$200K-$400KExpenses 2010: $23,8492010Expenses 2011: $70,3332011Revenue 2014: $76,970Expenses 2014: $121,710Net Income 2014: -$44,7402014Revenue 2015: $68,423Expenses 2015: $125,711Net Income 2015: -$57,2882015Revenue 2016: $98,991Expenses 2016: $113,526Net Income 2016: -$14,5352016Revenue 2017: $82,604Expenses 2017: $139,250Net Income 2017: -$56,6462017Revenue 2018: $145,101Expenses 2018: $123,703Net Income 2018: $21,3982018Revenue 2019: -$86,943Expenses 2019: $165,776Net Income 2019: -$252,7192019Revenue 2020: -$488Expenses 2020: $104,912Net Income 2020: -$105,4002020Revenue 2021: $194,096Expenses 2021: $92,254Net Income 2021: $101,8422021Revenue 2022: $75,123Expenses 2022: $108,378Net Income 2022: -$33,2552022Revenue 2024: $167,304Expenses 2024: $117,182Net Income 2024: $50,1222024

Highlighted filing

2017

Revenue$82,604
Expenses$139,250
Net Income-$56,646
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 17, 2018
Return Version
2017v2.3
Gross Receipts
$633,025
Mission and Program Overview

Mission

To promote the education of students in the sag harbor union free school district in the field of visual arts and architecture

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,040,958$2,139,699▲ $98,741
Savings and Temporary Cash Investments$118,369$112,234▼ $6,135
Cash and Non-Interest-Bearing Accounts$41,503$18,109▼ $23,394
Total Assets$2,202,301$2,271,937▲ $69,636
Other Assets Total$1,471$1,895▲ $424
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,202,301$2,271,937▲ $69,636
Total Net Assets Fund Balance$2,202,301$2,271,937▲ $69,636
Total Liabilities and Net Assets / Fund Balance$2,202,301$2,271,937▲ $69,636
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Denise SchoenTrustee
Gregory N FerrarisTrustee
Marian CassataTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$88,089
Other Revenue
$-5,985
All Other Contributions
$500
Change in Net Assets
$-56,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,004
Other Expenses$28,246
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,004--$111,004
Fees for Service Investment Mgmnt Fees-$20,356-$20,356
Insurance-$6,140-$6,140
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$250-$250
Total Functional Expenses$111,004$28,246$0$139,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sag Harbor Union Free School DistSag Harbor, NY501c3Visual Arts/architec$111,004
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
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
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, Page 6, Part VI, Line 9

“Denise schoen 524 montauk highway amagansett, ny 11930 marian cassata 25 south drive sag harbor, ny 11963”

Form 990, Page 6, Part VI, Line 11B

“The trustees review form 990 before it is filed with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each board member is required to complete a conflict of interest policy at its annual meeting.”

Form 990, Page 6, Part VI, Line 15B

“Compensation of board laison to school district is reviewed on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“The trust's governing documents are available at the offices of gnferraris cpa llc, located at 108 main street in sag harbor, ny; the trust's federal form 990 is available on guidestar database at: (http://www.guidestar.org)”

Filing and Contact Details

Filer

Filer Name
Donald Ereutershan Education Tr
EIN
31-6649390
Phone
6317250145
Address
108 MAIN STREET - PO BOX 1168, SAG HARBOR, NY 11963

Signing Officer

Name
Gregory N Ferraris
Title
Trustee
Phone
6317250145
Signed
2018-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory N Ferraris
Formed
2000
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Gnferraris CPA LLC
Address
PO BOX 1168 - 108 MAIN STREET, SAG HARBOR, NY 11963
Preparer
Gregory Ferraris
Phone
6317250145
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on securities 126,282”

Raw XML Appendix393 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW FORM 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF BOARD LAISON TO SCHOOL DISTRICT IS REVIEWED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S GOVERNING DOCUMENTS ARE AVAILABLE AT THE OFFICES OF GNFERRARIS CPA LLC, LOCATED AT 108 MAIN STREET IN SAG HARBOR, NY; THE TRUST'S FEDERAL FORM 990 IS AVAILABLE ON GUIDESTAR DATABASE AT: (HTTP://WWW.GUIDESTAR.ORG)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAIN ON SECURITIES 126,282
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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ReturnHeader/FilingSecurityInformation/IPTm010:20:13
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$2,271,937
Liabilities
$0
Net assets
$2,271,937
Revenue
$82,604
Expenses
$139,250
Net income
-$56,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.17$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.08$0.11$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.19$0.09$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.26$0.00$0.10$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.09$0.17$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.15$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.08$0.14$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.00$2.20$0.10$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.08$0.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.00$2.02$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.02