Civic Intelligence

Ariva Inc.

990 • Fiscal year 2016 • EIN 32-0028598

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profilewww.ariva.org

View Organization Page

69 East 167th StreetBronx, NY 10452

(718) 292-2983

Siviq Scores

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

Liabilities / Assets

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.04x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

27%

Higher net margin than 90% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

65th percentile

$105,562

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2016 filings • NTEE P • $1M-$5M nonprofits • Source year 2016

Asset Growth

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$897,308

Up $338,084 (+60%) from 2015

Net Assets

Up

$842,724

Up $327,550 (+64%) from 2015

Liabilities

Up

$54,584

Up $10,534 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin90th percentile

Revenue

Up

$1,222,543

Up $268,622 (+28%) from 2015

Expenses

Up

$894,993

Up $89,208 (+11%) from 2015

Net Income

Up

$327,550

Up $179,414 (+121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $111,290Liabilities 2012: $23,732Net Assets 2012: $87,5582012Assets 2013: $217,544Liabilities 2013: $16,170Net Assets 2013: $201,3742013Assets 2014: $413,659Liabilities 2014: $46,592Net Assets 2014: $367,0672014Assets 2015: $559,224Liabilities 2015: $44,050Net Assets 2015: $515,1742015Assets 2016: $897,308Liabilities 2016: $54,584Net Assets 2016: $842,7242016Assets 2017: $1,206,557Liabilities 2017: $78,857Net Assets 2017: $1,127,7002017Assets 2018: $1,682,085Liabilities 2018: $82,320Net Assets 2018: $1,599,7652018Assets 2019: $1,751,854Liabilities 2019: $80,286Net Assets 2019: $1,671,5682019Assets 2020: $2,124,089Liabilities 2020: $405,063Net Assets 2020: $1,719,0262020Assets 2021: $2,946,836Liabilities 2021: $437,606Net Assets 2021: $2,509,2302021Assets 2022: $3,175,477Liabilities 2022: $261,871Net Assets 2022: $2,913,6062022Assets 2023: $3,752,172Liabilities 2023: $425,008Net Assets 2023: $3,327,1642023Assets 2024: $4,133,946Liabilities 2024: $525,300Net Assets 2024: $3,608,6462024

Highlighted filing

2016

Assets$897,308
Liabilities$54,584
Net Assets$842,724
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2012: $328,0342012Revenue 2013: $464,552Expenses 2013: $350,736Net Income 2013: $113,8162013Revenue 2014: $754,830Expenses 2014: $589,135Net Income 2014: $165,6952014Revenue 2015: $953,921Expenses 2015: $805,785Net Income 2015: $148,1362015Revenue 2016: $1,222,543Expenses 2016: $894,993Net Income 2016: $327,5502016Revenue 2017: $1,362,211Expenses 2017: $1,077,235Net Income 2017: $284,9762017Revenue 2018: $1,740,948Expenses 2018: $1,268,883Net Income 2018: $472,0652018Revenue 2019: $1,381,399Expenses 2019: $1,309,596Net Income 2019: $71,8032019Revenue 2020: $1,608,395Expenses 2020: $1,560,937Net Income 2020: $47,4582020Revenue 2021: $2,150,967Expenses 2021: $1,360,763Net Income 2021: $790,2042021Revenue 2022: $2,348,145Expenses 2022: $1,794,569Net Income 2022: $553,5762022Revenue 2023: $2,039,402Expenses 2023: $1,807,151Net Income 2023: $232,2512023Revenue 2024: $2,185,304Expenses 2024: $2,048,871Net Income 2024: $136,4332024

Highlighted filing

2016

Revenue$1,222,543
Expenses$894,993
Net Income$327,550
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$1,232,498
Mission and Program Overview

Mission

The mission of the organization is to empower low-wealth new yorkers with tools and resources so they can make informed financial choices and achieve economic stability.

To enpower low-wealth New Yorkers with tools and resources so they can make infomed financial decisons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$312,712$507,689▲ $194,977
Savings and Temporary Cash Investments$141,781$201,175▲ $59,394
Cash and Non-Interest-Bearing Accounts$76,450$128,975▲ $52,525
Land, Buildings, and Equipment, Net$24,730$40,130▲ $15,400
Prepaid Expenses and Deferred Charges$3,551$17,313▲ $13,762
Total Assets$559,224$897,308▲ $338,084
Other Assets Total-$2,026-
Liabilities
Accounts Payable and Accrued Expenses$44,050$54,584▲ $10,534
Total Liabilities$44,050$54,584▲ $10,534
Net Assets / Fund Balance
Unrestricted Net Assets$365,174$668,224▲ $303,050
Temporarily Rstr Net Assets$150,000$174,500▲ $24,500
Total Net Assets Fund Balance$515,174$842,724▲ $327,550
Total Liabilities and Net Assets / Fund Balance$559,224$897,308▲ $338,084

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,254$22,348$59,602
Other Land Buildings$2,876$1,721$4,597
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Irene BaldwinExecutive DirectorFT$102,511$3,051$105,562

Board Members and Trustees

NameTitle
Kathleen ScottChair
LaKia WilliamsVice Chair
Christopher NicholsonMember
David ShufflerMember
Heng LyMember
Jim BuckleyMember
Kelly DillonMember
Martin GrantMember
Nicholas ArtureMember
Pinky VincentMember
S Lemuria Alawode-ElMember
Will BressmanMember
Caitlyn BrazillSecretary
Heather BlumbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,188,191
Program Service Revenue
$0
Investment Income
$1,892
Other Revenue
$32,460
All Other Contributions
$1,188,191
Change in Net Assets
$327,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,222,543
Revenue Not Reported on Form 990
$55,970
Total Revenue per Audited Statements
$1,278,513
Total Revenue per Form 990
$1,222,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$736,354
Other Expenses$158,639
Total Fundraising Expense$27,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$512,093$10,132-$522,225
Current Officers, Directors, Trustees, and Key Employees$61,507$20,502$20,502$102,511
Other Employee Benefits$49,954$756$589$51,299
Payroll Taxes$43,681$100$1,568$45,349
Office Expenses$32,825$8,066$780$41,671
Fees for Services Other$20,327$12,116$95$32,538
Pension Plan Contributions$13,750$610$610$14,970
Insurance$3,312$4,485-$7,797
Depreciation Depletion-$7,655-$7,655
Fees for Services Accounting-$6,500-$6,500
Advertising$3,323$2,619$150$6,092
Other Expenses$853$940$3,200$4,993
All Other Expenses$4,416$300-$4,716
Travel$416$1,746$314$2,476
Fees for Services Management-$589-$589
Total Functional Expenses$789,475$77,710$27,808$894,993

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$950,963
Expenses per Audited Statements$894,993
Total Expenses per Form 990$894,993
Expenses Not Reported on Form 990$55,970
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,366
Fundraising Direct Expenses$9,955
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toast to Ariva$39,366$39,366$9,955$29,411
Total Events$39,366$39,366$9,955$29,411
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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, Section B, Line 11B

“Management reviews the 990 to obtain an understanding of the reporting requirements and to ensure it is accurate and complete. Subsequently, a copy of the draft 990 is provided to the board of directors for review. The board of directors will meet with management to discuss the 990 and resolve any questions that may arise. Upon approval from the board the 990 will be filed.”

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

“Board members, Officers and Employees report annually if a conflict appears to exist, management and the board will meet with the individual to obtain all facts. Subsequently, a vote will ensure if the matter is indeed a conflict of interest. If it is found to be a conflict of interest, the individual with the conflict of interest must refrain from participating in the deliberation and decision making concerning the matter that gave rise to the conflict.”

Form 990, Part VI, Section B, Line 15 ab

“The board of directors reviews and approves the salaries for all employees, including the executive director on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ARIVA Inc
EIN
32-0028598
Phone
7182922983
Address
69 East 167th Street, Bronx, NY 10452

Signing Officer

Name
Irene Baldwin
Title
Executive Director
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
39

Preparer

Firm
Tyrone Anthony Sellers CPA
Address
11503 Farmers Blvd, Saint Albans, NY 11412
Preparer
Tyrone A Sellers
Phone
7183418770
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Management reviews the audit to ensure it is accurate and complete. A copy of the draft audit is provided to the board of directors for review. The board of directors will meet with management to discuss the draft audit and resolve any questions that may arise. Upon approval from the board the draft audit will then be finalized.”

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the Organization is to empower low-wealth New Yorkers with tools and resources so they can make informed financial choices and achieve economic stability.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/FundraisingAmt0780
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08066
IRS990/OfficeExpensesGrp/ProgramServicesAmt032825
IRS990/OfficeExpensesGrp/TotalAmt041671
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0589
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0756
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049954
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051299
IRS990/OtherExpensesGrp/Desc0Program expense
IRS990/OtherExpensesGrp/Desc1Repair and maitenance
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt03200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1940
IRS990/OtherExpensesGrp/ProgramServicesAmt041024
IRS990/OtherExpensesGrp/ProgramServicesAmt11994
IRS990/OtherExpensesGrp/ProgramServicesAmt2853
IRS990/OtherExpensesGrp/TotalAmt041024
IRS990/OtherExpensesGrp/TotalAmt11994
IRS990/OtherExpensesGrp/TotalAmt2594
IRS990/OtherExpensesGrp/TotalAmt34993
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IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03049
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IRS990/OtherRevenueTotalAmt03049
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010132
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0512093
IRS990/OtherSalariesAndWagesGrp/TotalAmt0522225
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01568
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0100
IRS990/PayrollTaxesGrp/ProgramServicesAmt043681
IRS990/PayrollTaxesGrp/TotalAmt045349
IRS990/PensionPlanContributionsGrp/FundraisingAmt0610
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0610
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013750
IRS990/PensionPlanContributionsGrp/TotalAmt014970
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0312712
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0507689
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017313
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Irene Baldwin
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0Financial coaching for low income/low wealth individuals by providing free financial seminars and benefits screening. Financial empowerment initiative - Focus on providing the education, opportunities and hand holding for low wealth and financially challenged households on asset building and accumulation, financial products, financial security, save accounts for EITC receipients.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0443959
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0592597
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0946507
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0927
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0165808
IRS990/PYOtherRevenueAmt06487
IRS990/PYRevenuesLessExpensesAmt0148136
IRS990/PYSalariesCompEmpBnftPaidAmt0639977
IRS990/PYTotalExpensesAmt0805785
IRS990/PYTotalRevenueAmt0953921
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0327550
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0524005
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0141781
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0201175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01188191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0946507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0751712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0457519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0414753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03758682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0258
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt014036
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0457519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0414753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03758682
IRS990ScheduleA/TotalSupportAmt03785946
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt055970
IRS990ScheduleD/DonatedServicesUseFcltsAmt055970
IRS990ScheduleD/EquipmentGrp/BookValueAmt037254
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022348
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059602
IRS990ScheduleD/ExpensesNotReportedAmt055970
IRS990ScheduleD/ExpensesSubtotalAmt0894993
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02876
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01721
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/TotalExpensesPerForm990Amt0894993
IRS990ScheduleD/TotalRevenuePerForm990Amt01222543
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01278513
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0950963
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09955

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$897,308
Liabilities
$54,584
Net assets
$842,724
Revenue
$1,222,543
Expenses
$894,993
Net income
$327,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.53$3.61$2.19$2.05$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.43$3.33$2.04$1.81$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.26$2.91$2.35$1.79$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.44$2.51$2.15$1.36$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.41$1.72$1.61$1.56$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.08$1.67$1.38$1.31$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.08$1.60$1.74$1.27$0.47
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.08$1.13$1.36$1.08$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.05$0.84$1.22$0.89$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.04$0.52$0.95$0.81$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.05$0.37$0.75$0.59$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$0.46$0.35$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.02$0.09$0.33