Civic Intelligence

The China Barrett Homeowners Association Inc

EIN 45-2461646 • 501(c)4 • Carmel, NY

Profile

Community recreation & property integrity

C/O A Roffman 15 Pugsley PlaceCarmel, NY 10512
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

34th percentile

-6.3%

Higher net margin than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-5.4%

Faster asset growth than 43% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-10%

Faster revenue growth than 38% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$71,741

Down $4,084 (-5.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$71,741

Down $4,084 (-5.4%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$65,250

Down $7,600 (-10%) from 2015

Expenses

Up

$69,334

Up $27,720 (+67%) from 2015

Net Income

Down

-$4,084

Down $35,320 (-113%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2015: $75,825Liabilities 2015: $0Net Assets 2015: $75,8252015Assets 2016: $71,741Net Assets 2016: $71,7412016

Highlighted filing

2016

Assets$71,741
Liabilities-
Net Assets$71,741
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2015: $72,850Expenses 2015: $41,614Net Income 2015: $31,2362015Revenue 2016: $65,250Expenses 2016: $69,334Net Income 2016: -$4,0842016

Highlighted filing

2016

Revenue$65,250
Expenses$69,334
Net Income-$4,084
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$71,741
Liabilities
-
Net assets
$71,741
Revenue
$65,250
Expenses
$69,334
Net income
-$4,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.7$71.7$65.3$69.3$4.08
2015Detailed filing. Detailed filing data is available for this year.$75.8$0.00$75.8$72.9$41.6$31.2
Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Oct 6, 2015
Return Version
2014v5.0
Gross Receipts
$72,850
Mission and Program Overview

Mission

Community recreation & property integrity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,589$75,825▲ $31,236
Total Assets$44,589$75,825▲ $31,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$44,589$75,825▲ $31,236
Total Net Assets Fund Balance$44,589$75,825▲ $31,236
Total Liabilities and Net Assets / Fund Balance$44,589$75,825▲ $31,236
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
David AfrickPresident
Melanie MeyersSecretary
Ann RoffmanTreasurer
Dora KellerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,850
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$31,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,614
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$3,736--$3,736
Fees for Services Accounting$825--$825
Other Expenses$39--$39
Total Functional Expenses$41,614$0$0$41,614
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
THE CHINA-BARRETT HOMEOWNERS'
EIN
45-2461646
Address
C/O A ROFFMAN 15 PUGSLEY PLACE, CARMEL, NY 10512

Signing Officer

Name
Ann Roffman
Title
Treasurer
Signed
2015-10-06
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
0
Employees
0

Preparer

Firm
Weiss Advisory Group LLC
Address
704 RT 6, MAHOPAC, NY 10541-4775
Preparer
Lisa a Orro
Phone
8456215900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide community recreation & social interchange & safeguard the natural environment of the community & its surroundings including water conservation & protection”

Raw XML Appendix231 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COMMUNITY RECREATION & PROPERTY INTEGRITY
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ANN ROFFMAN
IRS990/BooksInCareOfDetail/PhoneNum08452796800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02453 ROUTE 6
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010512
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044589
IRS990/CashNonInterestBearingGrp/EOYAmt075825
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt041614
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt072850
IRS990/CYRevenuesLessExpensesAmt031236
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt041614
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt072850
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE COMMUNITY RECREATION & SOCIAL INTERCHANGE & SAFEGUARD THE NATURAL ENVIRONMENT OF THE COMMUNITY & ITS SURROUNDINGS INCLUDING WATER CONSERVATION & PROTECTION PROPERTY MANAGEMENT EXPENSES INCLUDE LAKE MANAGEMENT, ROAD MAINTENANCE AND REPAIR AND SEPTIC CLEANING.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt036414
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0825
IRS990/FeesForServicesAccountingGrp/TotalAmt0825
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
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/PersonNm0DAVID AFRICK
IRS990/Form990PartVIISectionAGrp/PersonNm1DORA KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2MELANIE MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN ROFFMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt072850
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03736
IRS990/InsuranceGrp/TotalAmt03736
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COMMUNITY RECREATION & PROPERTY INTEGRITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt044589
IRS990/NetAssetsOrFundBalancesEOYAmt075825
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2OFFICE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt036414
IRS990/OtherExpensesGrp/ProgramServicesAmt1600
IRS990/OtherExpensesGrp/ProgramServicesAmt239
IRS990/OtherExpensesGrp/TotalAmt036414
IRS990/OtherExpensesGrp/TotalAmt1600
IRS990/OtherExpensesGrp/TotalAmt239
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt072850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072850
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE COMMUNITY RECREATION & SOCIAL INTERCHANGE & SAFEGUARD THE NATURAL ENVIRONMENT OF THE COMMUNITY & ITS SURROUNDINGS INCLUDING WATER CONSERVATION & PROTECTION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt090218
IRS990/PYProgramServiceRevenueAmt069600
IRS990/PYRevenuesLessExpensesAmt0-20618
IRS990/PYTotalExpensesAmt090218
IRS990/PYTotalRevenueAmt069600
IRS990/ReconcilationRevenueExpnssAmt031236
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE COMMUNITY RECREATION & SOCIAL INTERCHANGE & SAFEGUARD THE NATURAL ENVIRONMENT OF THE COMMUNITY & ITS SURROUNDINGS INCLUDING WATER CONSERVATION & PROTECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt044589
IRS990/TotalAssetsEOYAmt075825
IRS990/TotalAssetsGrp/BOYAmt044589
IRS990/TotalAssetsGrp/EOYAmt075825
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041614
IRS990/TotalFunctionalExpensesGrp/TotalAmt041614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt075825
IRS990/TotalOtherProgSrvcExpenseAmt05200
IRS990/TotalProgramServiceExpensesAmt041614
IRS990/TotalProgramServiceRevenueAmt072850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072850
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt075825
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt044589
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075825
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN ROFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHINA-BARRETT HOMEOWNERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHIN
ReturnHeader/Filer/EIN0452461646
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O A ROFFMAN 15 PUGSLEY PLACE
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421573985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISS ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0704 RT 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAHOPAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105414775
ReturnHeader/PreparerPersonGrp/PhoneNum08456215900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A ORRO
ReturnHeader/ReturnTs02015-10-14T19:03:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.