Civic Intelligence

Ariva Inc.

990 • Fiscal year 2017 • EIN 32-0028598

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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

32nd percentile

0.07x

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

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

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

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

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

68th percentile

$110,174

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

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

Asset Growth

84th percentile

34%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,206,557

Up $309,249 (+34%) from 2016

Net Assets

Up

$1,127,700

Up $284,976 (+34%) from 2016

Liabilities

Up

$78,857

Up $24,273 (+44%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin85th percentile

Revenue

Up

$1,362,211

Up $139,668 (+11%) from 2016

Expenses

Up

$1,077,235

Up $182,242 (+20%) from 2016

Net Income

Down

$284,976

Down $42,574 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$1,206,557
Liabilities$78,857
Net Assets$1,127,700
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$1,362,211
Expenses$1,077,235
Net Income$284,976
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$1,374,371
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$507,689$419,321▼ $88,368
Savings and Temporary Cash Investments$201,175$395,332▲ $194,157
Cash and Non-Interest-Bearing Accounts$128,975$320,334▲ $191,359
Land, Buildings, and Equipment, Net$40,130$53,366▲ $13,236
Prepaid Expenses and Deferred Charges$17,313$15,978▼ $1,335
Total Assets$897,308$1,206,557▲ $309,249
Other Assets Total$2,026$2,226▲ $200
Liabilities
Accounts Payable and Accrued Expenses$54,584$78,857▲ $24,273
Total Liabilities$54,584$78,857▲ $24,273
Net Assets / Fund Balance
Unrestricted Net Assets$668,224$953,533▲ $285,309
Temporarily Rstr Net Assets$174,500$174,167▼ $333
Total Net Assets Fund Balance$842,724$1,127,700▲ $284,976
Total Liabilities and Net Assets / Fund Balance$897,308$1,206,557▲ $309,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,535$34,764$80,299
Other Land Buildings$7,831$3,233$11,064
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Irene BaldwinExecutive DirectorFT$103,938$6,236$110,174

Board Members and Trustees

NameTitle
LaKia WilliamsChair
James BuckleyVice Chair
David ShufflerMember
Heather BlumbergMember
Heng LyMember
Kathleen ScottMember
Kelly DillonMember
Martin GrantMember
Nicholas ArtureMember
S Lemuria Alawode-ElMember
Steve FlaxMember
Will BressmanMember
Caitlyn BrazillSecretary
Christopher NicholsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,332,348
Program Service Revenue
$0
Investment Income
$2,944
Other Revenue
$26,919
All Other Contributions
$429,605
Change in Net Assets
$284,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,374,371
Revenue Not Reported on Financial Statements
$-12,160
Revenue Not Reported on Form 990
$55,970
Other Revenue Adjustments
$-12,160
Total Revenue per Audited Statements
$1,430,341
Total Revenue per Form 990
$1,362,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$878,257
Other Expenses$198,978
Total Fundraising Expense$27,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,887$13,631-$618,518
Current Officers, Directors, Trustees, and Key Employees$65,503$21,834$21,834$109,171
Other Employee Benefits$62,907$766$823$64,496
Payroll Taxes$48,587$2,450$1,670$52,707
Office Expenses$35,004$9,587$79$44,670
Pension Plan Contributions$30,871$1,247$1,247$33,365
Fees for Services Management$21,818$10,832-$32,650
Depreciation Depletion$12,832$679$417$13,928
Information Technology$5,326$4,685-$10,011
Insurance$8,233$435$268$8,936
Fees for Services Accounting-$6,500-$6,500
All Other Expenses$2,508$3,608$150$6,266
Other Expenses$3,675$800$240$4,475
Fees for Services Other$3,054$161$99$3,314
Travel$1,129$1,170$578$2,877
Total Functional Expenses$970,761$79,069$27,405$1,077,235

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,145,365
Expenses per Audited Statements$1,077,235
Total Expenses per Form 990$1,077,235
Expenses Not Reported on Form 990$68,130
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,168
Fundraising Direct Expenses$12,160
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toast to ARIVA$36,168$36,168$5,279$30,889
Total Events$36,168$36,168$12,160$24,008
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. Once reviewed for accuracy and made ready for filing the 990 is provided to the board of directors for their review. The board of directors will meet with management to discuss the 990 and resolve any questions that may arise.”

Form 990, Part VI, Section B, Line 12

“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
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
43
Volunteers
90

Preparer

Firm
Tyrone A Sellers CPA
Address
11503 Farmers Blvd, Saint Albans, NY 11412
Preparer
Tyrone 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 audit committee for review. Upon approval of the board audit committee 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.”

Financial Statement Notes

XI 4B

“Direct fundrasing expenses are deducted from fund raising income in Part XIII Line 8b.”

XII 2D

“Direct fundrasing expenses are deducted from fund raising income in Part XIII Line 8b.”

Raw XML AppendixShowing 400 of 527 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt054584
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt078857
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To enpower low-wealth New Yorkers with tools and resources so they can make infomed financial decisons.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0429605
IRS990/AllOtherExpensesGrp/FundraisingAmt0150
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03608
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02508
IRS990/AllOtherExpensesGrp/TotalAmt06266
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Irene Baldwin
IRS990/BooksInCareOfDetail/PhoneNum07182922983
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt069 E 167th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Bronx
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010452
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0128975
IRS990/CashNonInterestBearingGrp/EOYAmt0320334
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt021834
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021834
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt065503
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0109171
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01332348
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02944
IRS990/CYOtherExpensesAmt0198978
IRS990/CYOtherRevenueAmt026919
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0284976
IRS990/CYSalariesCompEmpBnftPaidAmt0878257
IRS990/CYTotalExpensesAmt01077235
IRS990/CYTotalFundraisingExpenseAmt027405
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01362211
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0417
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0679
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012832
IRS990/DepreciationDepletionGrp/TotalAmt013928
IRS990/Desc0Participation in VITA - An IRS volunteer income tax assistance program whereby free income tax preparation is afforded to low income individuals who dont have the means to pay or availability of qualified preparers.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt043
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0436902
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06500
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010832
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt021818
IRS990/FeesForServicesManagementGrp/TotalAmt032650
IRS990/FeesForServicesOtherGrp/FundraisingAmt099
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0161
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03054
IRS990/FeesForServicesOtherGrp/TotalAmt03314
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13000.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt146236
IRS990/Form990PartVIISectionAGrp/PersonNm0LaKia Williams
IRS990/Form990PartVIISectionAGrp/PersonNm1James Buckley
IRS990/Form990PartVIISectionAGrp/PersonNm2Christopher Nicholson
IRS990/Form990PartVIISectionAGrp/PersonNm3Caitlyn Brazill
IRS990/Form990PartVIISectionAGrp/PersonNm4S Lemuria Alawode-El
IRS990/Form990PartVIISectionAGrp/PersonNm5Heather Blumberg
IRS990/Form990PartVIISectionAGrp/PersonNm6Will Bressman
IRS990/Form990PartVIISectionAGrp/PersonNm7Kathleen Scott
IRS990/Form990PartVIISectionAGrp/PersonNm8Nicholas Arture
IRS990/Form990PartVIISectionAGrp/PersonNm9Martin Grant
IRS990/Form990PartVIISectionAGrp/PersonNm10Heng Ly
IRS990/Form990PartVIISectionAGrp/PersonNm11David Shuffler
IRS990/Form990PartVIISectionAGrp/PersonNm12Kelly Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm13Steve Flax
IRS990/Form990PartVIISectionAGrp/PersonNm14Irene Baldwin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14103938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt012160
IRS990/FundraisingGrossIncomeAmt036168
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0902743
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01374371
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04685
IRS990/InformationTechnologyGrp/ProgramServicesAmt05326
IRS990/InformationTechnologyGrp/TotalAmt010011
IRS990/InsuranceGrp/FundraisingAmt0268
IRS990/InsuranceGrp/ManagementAndGeneralAmt0435
IRS990/InsuranceGrp/ProgramServicesAmt08233
IRS990/InsuranceGrp/TotalAmt08936
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02944
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02944
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037997
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040130
IRS990/LandBldgEquipBasisNetGrp/EOYAmt053366
IRS990/LandBldgEquipCostOrOtherBssAmt091363
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0842724
IRS990/NetAssetsOrFundBalancesEOYAmt01127700
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024008
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt079
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09587
IRS990/OfficeExpensesGrp/ProgramServicesAmt035004
IRS990/OfficeExpensesGrp/TotalAmt044670
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02026
IRS990/OtherAssetsTotalGrp/EOYAmt02226
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0823
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0766
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt062907
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064496
IRS990/OtherExpensesGrp/Desc0Program expense
IRS990/OtherExpensesGrp/Desc1Repair and maintenance
IRS990/OtherExpensesGrp/Desc2Marketing
IRS990/OtherExpensesGrp/Desc3Recruiting
IRS990/OtherExpensesGrp/FundraisingAmt0240
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0684
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1800
IRS990/OtherExpensesGrp/ProgramServicesAmt052724
IRS990/OtherExpensesGrp/ProgramServicesAmt12375
IRS990/OtherExpensesGrp/ProgramServicesAmt29328
IRS990/OtherExpensesGrp/ProgramServicesAmt33675
IRS990/OtherExpensesGrp/TotalAmt052724
IRS990/OtherExpensesGrp/TotalAmt12375
IRS990/OtherExpensesGrp/TotalAmt210252
IRS990/OtherExpensesGrp/TotalAmt34475
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02911
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02911
IRS990/OtherRevenueTotalAmt02911
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013631
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0604887
IRS990/OtherSalariesAndWagesGrp/TotalAmt0618518
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01670
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02450
IRS990/PayrollTaxesGrp/ProgramServicesAmt048587
IRS990/PayrollTaxesGrp/TotalAmt052707
IRS990/PensionPlanContributionsGrp/FundraisingAmt01247
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01247
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030871
IRS990/PensionPlanContributionsGrp/TotalAmt033365
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0507689
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0419321
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017313
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015978
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 for low wealth and financially challenged households on asset building and accumulation, financial products, financial security, save accounts for EITC receipients.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0533859
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0660411
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01188191
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01892
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0158639
IRS990/PYOtherRevenueAmt032460
IRS990/PYRevenuesLessExpensesAmt0327550
IRS990/PYSalariesCompEmpBnftPaidAmt0736354
IRS990/PYTotalExpensesAmt0894993
IRS990/PYTotalRevenueAmt01222543
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0284976
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0593832
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0395332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01332348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01188191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0946507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0751712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0457519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04676277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015914
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02911
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03049
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06487
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012447
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99400
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99280
IRS990ScheduleA/PublicSupportTotal170Amt04676277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01332348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01188191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0946507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0751712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0457519
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04676277
IRS990ScheduleA/TotalSupportAmt04704638
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt055970
IRS990ScheduleD/DonatedServicesUseFcltsAmt055970
IRS990ScheduleD/EquipmentGrp/BookValueAmt045535
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034764
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080299
IRS990ScheduleD/ExpensesNotReportedAmt068130
IRS990ScheduleD/ExpensesSubtotalAmt01077235
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherExpensesIncludedAmt012160
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07831
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03233
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-12160
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt055970
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-12160
IRS990ScheduleD/RevenueSubtotalAmt01374371
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Direct fundrasing expenses are deducted from fund raising income in Part XIII Line 8b.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Direct fundrasing expenses are deducted from fund raising income in Part XIII Line 8b.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0XI 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XII 2d

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
$1,206,557
Liabilities
$78,857
Net assets
$1,127,700
Revenue
$1,362,211
Expenses
$1,077,235
Net income
$284,976
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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