Civic Intelligence

Sada Charity Preview Inc.

990 • Fiscal year 2014 • EIN 37-1445599

Apr 01, 2013 to Mar 31, 2014 • Filed on Jun 16, 2014

770 James Street13203

(315) 474-1041

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.00x

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

3.2%

Higher net margin than 47% of similar nonprofits.

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2014 filings • NTEE T30 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

61%

Faster asset growth than 83% of similar nonprofits.

2014 filings • NTEE T30 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$12,185

Up $10,386 (+577%) from 2012

Net Assets

Up

$12,185

Up $12,386 (+6162%) from 2012

Liabilities

Down

$0

Down $2,000 (-100%) from 2012

Revenue

$365,436

No earlier filing loaded for comparison.

Expenses

Up

$353,701

Up $41,968 (+13%) from 2012

Net Income

$11,735

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2012: $1,799Liabilities 2012: $2,000Net Assets 2012: -$2012012Assets 2014: $12,185Liabilities 2014: $0Net Assets 2014: $12,1852014Assets 2016: $15,303Liabilities 2016: $0Net Assets 2016: $15,3032016Assets 2017: $19,285Liabilities 2017: $0Net Assets 2017: $19,2852017Assets 2018: $25,330Liabilities 2018: $0Net Assets 2018: $25,3302018Assets 2019: $278,702Liabilities 2019: $257,162Net Assets 2019: $21,5402019Assets 2020: $10,138Liabilities 2020: $2,400Net Assets 2020: $7,7382020Assets 2021: $11,906Liabilities 2021: $0Net Assets 2021: $11,9062021Assets 2022: $19,391Liabilities 2022: $2,300Net Assets 2022: $17,0912022Assets 2023: $266,966Liabilities 2023: $265,432Net Assets 2023: $1,5342023Assets 2025: $12,863Liabilities 2025: $0Net Assets 2025: $12,8632025

Highlighted filing

2014

Assets$12,185
Liabilities$0
Net Assets$12,185

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $311,7332012Revenue 2014: $365,436Expenses 2014: $353,701Net Income 2014: $11,7352014Revenue 2016: $426,085Expenses 2016: $432,272Net Income 2016: -$6,1872016Revenue 2017: $453,093Expenses 2017: $449,111Net Income 2017: $3,9822017Revenue 2018: $339,882Expenses 2018: $333,837Net Income 2018: $6,0452018Revenue 2019: $406,042Expenses 2019: $409,832Net Income 2019: -$3,7902019Revenue 2020: $454,787Expenses 2020: $468,590Net Income 2020: -$13,8032020Revenue 2021: $7,525Expenses 2021: $3,357Net Income 2021: $4,1682021Revenue 2022: $388,583Expenses 2022: $377,399Net Income 2022: $11,1842022Revenue 2023: $407,707Expenses 2023: $423,264Net Income 2023: -$15,5572023Revenue 2025: $361,517Expenses 2025: $365,106Net Income 2025: -$3,5892025

Highlighted filing

2014

Revenue$365,436
Expenses$353,701
Net Income$11,735
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 16, 2014
Return Version
2013v3.1
Gross Receipts
$365,436
Mission and Program Overview

Mission

To raise funds for local charities.

To raise funds for local charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,125$12,185▲ $11,060
Accounts Receivable$6,450--
Total Assets$7,575$12,185▲ $4,610
Liabilities
Accounts Payable and Accrued Expenses$7,125--
Total Liabilities$7,125$0▼ $7,125
Net Assets / Fund Balance
Unrestricted Net Assets$450$12,185▲ $11,735
Total Net Assets Fund Balance$450$12,185▲ $11,735
Total Liabilities and Net Assets / Fund Balance$7,575$12,185▲ $4,610
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara RothschildDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$363,436
Investment Income
$0
Other Revenue
$2,000
Change in Net Assets
$11,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$365,436
Total Revenue per Audited Statements
$365,436
Total Revenue per Form 990
$365,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$241,401
Other Expenses$112,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$241,401--$241,401
Other Expenses$110,300$0$0$110,300
Fees for Services Accounting$0$2,000$0$2,000
Total Functional Expenses$351,701$2,000$0$353,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-4280502--Ticket Sale Distribution$37,733
16-1358638--Ticket Sale Distribution$29,783
16-1047041--Ticket Sale Distribution$25,375
16-1035427--Ticket Sale Distribution$22,866
16-1279753--Ticket Sale Distribution$21,698
16-0970999--Ticket Sale Distribution$18,192
22-2572086--Ticket Sale Distribution$17,975
15-0532198--Ticket Sale Distribution$15,150
15-0532247--Ticket Sale Distribution$14,210
16-1085780--Ticket Sale Distribution$13,354
23-7376077--Ticket Sale Distribution$11,893
15-0532288--Ticket Sale Distribution$8,174
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
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
37-1445599
Phone
3154741041

Signing Officer

Name
Barbara Rothschild
Title
Executive Director
Phone
3154741041
Signed
2014-06-16
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Preparer
Anthony S Woods CPA
Phone
3154743986
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

990 is available upon request.

Pt VI, Line 6

The Organization is made up of a Committee of 14.

Form 990EZ, Part II, Line 24

ACCOUNTS RECEIVABLE

Form 990EZ, Part II, Line 26

ACCOUNTS PAYABLE

Raw XML Appendix366 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
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0450
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleI/RecipientTable/CashGrantAmt217975
IRS990ScheduleI/RecipientTable/CashGrantAmt322866
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IRS990ScheduleI/RecipientTable/CashGrantAmt521698
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IRS990ScheduleI/RecipientTable/CashGrantAmt718192
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Ticket Sale Distribution
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Ticket Sale Distribution
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Syracuse Behavioral Healthcare
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Maureen's Hope Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Make A Wish
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13Crouse Health Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14Huntington Family Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15Learning Disabilities Association
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16National Kidney Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17Meals on Wheels
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18Hospice of CNY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19Enable
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine111St Camillus Residential Health Care Facility
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization is made up of a Committee of 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0353701
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07125
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07125
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0450
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012185
IRS990/TotalProgramServiceExpensesAmt0351701
IRS990/TotalProgramServiceRevenueAmt0363436
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0365436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0365436
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012185
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0450
IRS990/UnrestrictedNetAssetsGrp/EOYAmt012185
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10770 JAMES STREET
IRS990/USAddress/City0SYRACUSE
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode013203
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA ROTHSCHILD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03154741041
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10SADA Charity Preview Inc
ReturnHeader/Filer/BusinessNameControlTxt0SADA
ReturnHeader/Filer/EIN0371445599
ReturnHeader/Filer/PhoneNum03154741041
ReturnHeader/Filer/USAddress/AddressLine10770 James Street
ReturnHeader/Filer/USAddress/City0Syracuse
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Evans and Bennett LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102112 Erie Blvd E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode013224
ReturnHeader/PreparerPersonGrp/PhoneNum03154743986
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY S WOODS CPA
ReturnHeader/ReturnTs02014-06-24T08:14:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

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