Civic Intelligence

Sada Charity Preview Inc.

990 • Fiscal year 2023 • EIN 37-1445599

Apr 01, 2022 to Mar 31, 2023 • Filed on Sep 08, 2023

Organization ProfileN/A
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

94th percentile

0.99x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.65x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T30 • <$500k nonprofits • Source year 2023

Asset Growth

98th percentile

1277%

Faster asset growth than 98% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

4.9%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • NTEE T30 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$266,966

Up $247,575 (+1277%) from 2022

Net Assets

Down

$1,534

Down $15,557 (-91%) from 2022

Liabilities

Up

$265,432

Up $263,132 (+11441%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin32nd percentile

Revenue

Up

$407,707

Up $19,124 (+4.9%) from 2022

Expenses

Up

$423,264

Up $45,865 (+12%) from 2022

Net Income

Down

-$15,557

Down $26,741 (-239%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2023

Assets$266,966
Liabilities$265,432
Net Assets$1,534
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

2023

Revenue$407,707
Expenses$423,264
Net Income-$15,557
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$407,707
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$17,891$264,466▲ $246,575
Accounts Receivable$1,500$2,500▲ $1,000
Total Assets$19,391$266,966▲ $247,575
Liabilities
Accounts Payable and Accrued Expenses$2,300$265,432▲ $263,132
Total Liabilities$2,300$265,432▲ $263,132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,091$1,534▼ $15,557
Total Net Assets Fund Balance$17,091$1,534▼ $15,557
Total Liabilities and Net Assets / Fund Balance$19,391$266,966▲ $247,575
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Barbara RothschildExecutive VP
Revenue and Support

Revenue Composition

Contributions and Grants
$142,274
Program Service Revenue
$265,433
Investment Income
$0
Other Revenue
$0
All Other Contributions
$142,274
Change in Net Assets
$-15,557

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$25,774
Total Noncash Contributions$25,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$265,433
Other Expenses$132,057
Salaries, Compensation, and Employee Benefits$25,774
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$265,433--$265,433
Other Expenses$132,057--$132,057
Current Officers, Directors, Trustees, and Key Employees-$25,774-$25,774
Total Functional Expenses$397,490$25,774$0$423,264
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
Business relationship with 35% controlled entity
No
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
2023-09-08
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
Raw XML Appendix291 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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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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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/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Rothschild
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum03154741041
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SADA-Charity Preview Inc
ReturnHeader/Filer/BusinessNameControlTxt0SADA
ReturnHeader/Filer/EIN0371445599
ReturnHeader/Filer/PhoneNum03154741041
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 James Street
ReturnHeader/Filer/USAddress/CityNm0Syracuse
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150551397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evans and Bennett LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02112 Erie Blvd E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013224
ReturnHeader/PreparerPersonGrp/PhoneNum03154743986
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Woods Jr CPA
ReturnHeader/ReturnTs02023-09-15T09:40:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rothschild
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,966
Liabilities
$265,432
Net assets
$1,534
Revenue
$407,707
Expenses
$423,264
Net income
-$15,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$3.62$3.65$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.67$2.65$0.02$4.08$4.23$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.02$0.17$3.89$3.77$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.08$0.03$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.02$0.08$4.55$4.69$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$2.57$0.22$4.06$4.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$3.40$3.34$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$4.53$4.49$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$4.26$4.32$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$3.65$3.54$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.00$3.12