Civic Intelligence

Local Egg Foundation

990PF • Fiscal year 2019 • EIN 45-4713456

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
C/O Shade Tree 268 Broadway 101BSaratoga Springs, NY 12866

(518) 290-9460

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

5.3%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$81,313

Up $6,057 (+8.0%) from 2018

Net Assets

Up

$81,313

Up $6,057 (+8.0%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin76th percentile

Revenue

Up

$30,000

Up $1,500 (+5.3%) from 2018

Expenses

Up

$23,943

Up $8,296 (+53%) from 2018

Net Income

Down

$6,057

Down $6,796 (-53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$100K$50K$0Assets 2012: $1,485Liabilities 2012: $02012Assets 2013: $10,146Liabilities 2013: $02013Assets 2014: $10,146Liabilities 2014: $02014Assets 2015: $36,925Liabilities 2015: $1Net Assets 2015: $36,9252015Assets 2016: $52,628Liabilities 2016: $0Net Assets 2016: $52,6282016Assets 2017: $62,313Liabilities 2017: $0Net Assets 2017: $62,3132017Assets 2018: $75,256Liabilities 2018: $0Net Assets 2018: $75,2562018Assets 2019: $81,313Liabilities 2019: $1Net Assets 2019: $81,3132019Assets 2020: $74,246Liabilities 2020: $0Net Assets 2020: $74,2462020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2019

Assets$81,313
Liabilities$1
Net Assets$81,313
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $10,000Expenses 2012: $8,515Net Income 2012: $1,4852012Revenue 2013: $47,000Expenses 2013: $38,339Net Income 2013: $8,6612013Revenue 2014: $47,000Expenses 2014: $38,339Net Income 2014: $8,6612014Revenue 2015: $52,000Expenses 2015: $38,454Net Income 2015: $13,5462015Revenue 2016: $28,511Expenses 2016: $12,808Net Income 2016: $15,7032016Revenue 2017: $25,000Expenses 2017: $15,325Net Income 2017: $9,6752017Revenue 2018: $28,500Expenses 2018: $15,647Net Income 2018: $12,8532018Revenue 2019: $30,000Expenses 2019: $23,943Net Income 2019: $6,0572019Revenue 2020: $0Expenses 2020: $7,067Net Income 2020: -$7,0672020Revenue 2021: $0Expenses 2021: $74,246Net Income 2021: -$74,2462021

Highlighted filing

2019

Revenue$30,000
Expenses$23,943
Net Income$6,057
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacie ArpeyPresident - As Needed-$0--
Pamela StiansenSec. & Treas. - As Needed-$0--
Barbara WaiteTrustee - As Needed-$0--
Mary Ellen KeeneyTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Local Egg Foundation
EIN
45-4713456
In Care Of
% C/O SHADE TREE ADVISORS LLC
Phone
5182909460
Address
C/O SHADE TREE 268 BROADWAY 101B, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Stacie Arpey
Title
Officer
Phone
5182909460
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
268 BROADWAY SUITE 101B, SARATOGA SPRINGS, NY 12866
Preparer
Colleen Chase
Phone
5182909460
Raw XML Appendix294 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0CASH DEEMED HELD FOR CHARITABLE ACTIVITIES IS 100%. THE FOUNDATION DOES NOT HAVE INVESTMENT ACCOUNTS THAT GENERATE INVESTMENT INCOME.
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM REGISTRATION WITH THE NEW YORK CHARITIES BUREAU AND THEREFORE IS NOT REQUIRED TO FILE FORM 990PF WITH THE NEW YORK ATTORNEY GENERAL'S OFFICE. DELAWARE DOES NOT REQUIRE A TAX FILING FOR TAX EXEMPT PRIVATE FOUNDATIONS.
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073140
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt073140
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073140
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec. & Treas. - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee - as needed
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA SPRINGS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAKE GRANTS OR PAYMENTS TO OR ON BEHALF OF INDIVIDUALS IN NEED RESIDING IN THE GREATER SARATOGA SPRINGS, NY AREA. THESE GRANTS FACILITATE STUDY AT ELEMENTARY, MIDDLE, OR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0VERBAL OR WRITTEN COMMUNICATION WITH SCHOOL GUIDANCE COUNSELOR.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO FORMAL DEADLINE AS THE FOUNDATION PROVIDES CONTINUOUS ONGOING SUPPORT.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STACIE ARPEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Purpose Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1School Tool Box LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Grants to or on behalf of US Individuals
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 Blue Streak Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 Blue Streak Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saratoga Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Saratoga Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Saratoga Springs
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212866
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094150
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036673
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018700
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096574
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Michael Stacie Arpey
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE 268 BROADWAY 101B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1154
TaxesSchedule/TaxesDetail/CategoryTxt0CT FILING FEES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACIE ARPEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL EGG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0454713456
ReturnHeader/Filer/InCareOfNm0% C/O SHADE TREE ADVISORS LLC
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SHADE TREE 268 BROADWAY 101B
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5CA144E4D2CE97C13F326FF615E7F76E2D6D1EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5CA144E4D2CE97C13F326FF615E7F76E2D6D1EA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014408220203175000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.74.33.154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0268 BROADWAY SUITE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLLEEN CHASE
ReturnHeader/ReturnTs02020-11-12T10:22:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,313
Liabilities
$1
Net assets
$81,313
Revenue
$30,000
Expenses
$23,943
Net income
$6,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$74.2$74.2
2020Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$0.00$7.07$7.07
2019Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$30.0$23.9$6.06
2018Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$28.5$15.6$12.9
2017Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$25.0$15.3$9.68
2016Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$28.5$12.8$15.7
2015Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$52.0$38.5$13.5
2014Summary only. Only limited summary data is available for this year.$10.1$0.00$47.0$38.3$8.66
2013Summary only. Only limited summary data is available for this year.$10.1$0.00$47.0$38.3$8.66
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$10.0$8.52$1.49