Civic Intelligence

Sada Charity Preview Inc.

990 • Fiscal year 2018 • EIN 37-1445599

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 02, 2018

770 James StreetSyracuse, NY 13203

(315) 474-1041

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

1.8%

Higher net margin than 48% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$25,330

Up $6,045 (+31%) from 2017

Net Assets

Up

$25,330

Up $6,045 (+31%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$339,882

Down $113,211 (-25%) from 2017

Expenses

Down

$333,837

Down $115,274 (-26%) from 2017

Net Income

Up

$6,045

Up $2,063 (+52%) from 2017

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

2018

Assets$25,330
Liabilities$0
Net Assets$25,330

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

2018

Revenue$339,882
Expenses$333,837
Net Income$6,045
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 2, 2018
Return Version
2017v2.2
Gross Receipts
$339,882
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$19,285$25,330▲ $6,045
Total Assets$19,285$25,330▲ $6,045
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$19,285$25,330▲ $6,045
Total Net Assets Fund Balance$19,285$25,330▲ $6,045
Total Liabilities and Net Assets / Fund Balance$19,285$25,330▲ $6,045
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara RothschildExecutive VP
Revenue and Support

Revenue Composition

Contributions and Grants
$140,860
Program Service Revenue
$199,022
Investment Income
$0
Other Revenue
$0
All Other Contributions
$140,860
Change in Net Assets
$6,045

Audited Revenue Reconciliation

Revenue per Audited Statements
$339,882
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$339,882
Total Revenue per Form 990
$339,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,022
Other Expenses$114,865
Salaries, Compensation, and Employee Benefits$19,950
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,022--$199,022
Other Expenses$114,865--$114,865
Current Officers, Directors, Trustees, and Key Employees$19,950--$19,950
Total Functional Expenses$333,837$0$0$333,837

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
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

Governance Explanations

Form 990, Part VI, Section A, line 6

The Organization is made up of a Committee of 14.

Form 990, Part VI, Section B, line 11B

The 990 is available upon request.

Form 990, Part VI, Section C, line 19

All documents of the Organization are available upon request.

Filing and Contact Details

Filer

Filer Name
SADA Charity Preview Inc
EIN
37-1445599
Phone
3154741041
Address
770 James Street, Syracuse, NY 13203

Signing Officer

Name
Barbara Rothschild
Title
Executive Vice President
Phone
3154741041
Signed
2018-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Rothschild
Formed
2002
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Evans and Bennett LLP
Address
2112 Erie Blvd E, Syracuse, NY 13224
Preparer
Anthony Woods Jr CPA
Phone
3154743986
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Independent audit performed by CPA firm.

Raw XML Appendix287 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019285
IRS990/NetAssetsOrFundBalancesEOYAmt025330
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt019950
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/PYTotalRevenueAmt0453093
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0426085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0401148
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization is made up of a Committee of 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents of the Organization are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Independent audit performed by CPA firm.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
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ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Rothschild
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03154741041
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADA Charity Preview Inc
ReturnHeader/Filer/BusinessNameControlTxt0SADA
ReturnHeader/Filer/EIN0371445599
ReturnHeader/Filer/PhoneNum03154741041
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ReturnHeader/FilingSecurityInformation/IPTm015:24:54
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evans and Bennett LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013224
ReturnHeader/PreparerPersonGrp/PhoneNum03154743986
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Woods Jr CPA
ReturnHeader/ReturnTs02018-07-16T14:40:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • NTEE T30 • <$500k nonprofits