Civic Intelligence

Northeast Annual Giving Association Ltd

990EZ • Fiscal year 2016 • EIN 46-1296401

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileN/A
PO Box 406Oneonta, NY 13820

(518) 452-0866

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.0%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$15,436

Down $2,048 (-12%) from 2015

Net Assets

Down

$15,436

Down $2,048 (-12%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin30th percentile

Revenue

Down

$41,004

Down $10,208 (-20%) from 2015

Expenses

Down

$43,052

Down $3,700 (-7.9%) from 2015

Net Income

Down

-$2,048

Down $6,508 (-146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2014: $13,024Net Assets 2014: $13,0242014Assets 2015: $17,484Net Assets 2015: $17,4842015Assets 2016: $15,436Liabilities 2016: $0Net Assets 2016: $15,4362016Assets 2017: $18,952Net Assets 2017: $18,9522017Assets 2018: $27,675Net Assets 2018: $27,6752018Assets 2019: $49,198Net Assets 2019: $49,1982019Assets 2020: $89,610Net Assets 2020: $89,6102020Assets 2021: $78,131Net Assets 2021: $78,1312021

Highlighted filing

2016

Assets$15,436
Liabilities$0
Net Assets$15,436
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50KRevenue 2014: $44,916Expenses 2014: $43,777Net Income 2014: $1,1392014Revenue 2015: $51,212Expenses 2015: $46,752Net Income 2015: $4,4602015Revenue 2016: $41,004Expenses 2016: $43,052Net Income 2016: -$2,0482016Revenue 2017: $52,149Expenses 2017: $48,633Net Income 2017: $3,5162017Revenue 2018: $52,809Expenses 2018: $44,086Net Income 2018: $8,7232018Revenue 2019: $88,390Expenses 2019: $66,867Net Income 2019: $21,5232019Revenue 2020: $52,500Expenses 2020: $12,088Net Income 2020: $40,4122020Revenue 2021: $15,893Expenses 2021: $27,372Net Income 2021: -$11,4792021

Highlighted filing

2016

Revenue$41,004
Expenses$43,052
Net Income-$2,048
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$41,004
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
THE PURPOSE FOR WHICH THE CORPORATION IS FORMED IS TO PROVIDE EDUCATION AND GUIDANCE TO MEMBERS OF ACADEMIC INSTITUTIONS LOCATED IN THE NORTHEAST ON HOW TO INCREASE CHARITABLE DONATIONS TO THEIR EDUCATIONS INSTITUTIONS. THE INFORMATION IS DISSEMINATED AT A YEARLY CONFERENCE AT WHICH CONSULTANTS AND PROFESSIONALS IN THE FIELD OF FUND-RAISING WILL GIVE LECTURES AND WORKSHOPS WITH AN EMPHASIS ON ANNUAL FUND-RAISING.-$43,052
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS NOCEPresidentPT$0--
ANDREW BERNSTEINTreasurerPT$0--
ROBERT MEYERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Northeast Annual Giving
EIN
46-1296401
Address
PO BOX 406, ONEONTA, NY 13820

Signing Officer

Name
Louis Noce
Title
President
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
William Z Bayba Associates
Address
1573 CENTRAL AVE, ALBANY, NY 12205
Preparer
William Z Bayba CPA
Phone
5184520866
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses promotions 163 po box 447 stamps 10 supplies 3,951 conference call lines 442 misc bank fees 10 checks 35 it support 420 web services 2,287 hotels for presenters 4,386 catering/chartwells 12,675 photographer 1,200 committee dinner 642 networking reception 1,100 insurances 489 total 28,257”

Form 990-ez, Part III, Line 28

“The purpose for which the corporation is formed is to provide education and guidance to members of academic institutions located in the northeast on how to increase charitable donations to their educations institutions. The information is disseminated at a yearly conference at which consultants and professionals in the field of fund-raising will give lectures and workshops with an emphasis on annual fund-raising.”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/PhoneNum05184520866
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02560 STATE ROUTE 9 179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02560 STATE ROUTE 9 179
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017484
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015436
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019804
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2048
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014049
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017484
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015436
IRS990EZ/GrossReceiptsAmt041004
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017484
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015436
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017484
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015436
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOUIS NOCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0746
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE FOR WHICH THE CORPORATION IS FORMED IS TO PROVIDE EDUCATION AND GUIDANCE TO MEMBERS OF ACADEMIC INSTITUTIONS LOCATED IN THE NORTHEAST ON HOW TO INCREASE CHARITABLE DONATIONS TO THEIR EDUCATIONS INSTITUTIONS. THE INFORMATION IS DISSEMINATED AT A YEARLY CONFERENCE AT WHICH CONSULTANTS AND PROFESSIONALS IN THE FIELD OF FUND-RAISING WILL GIVE LECTURES AND WORKSHOPS WITH AN EMPHASIS ON ANNUAL FUND-RAISING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043052
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043052
IRS990EZ/TotalProgramServiceExpensesAmt043052
IRS990EZ/TotalRevenueAmt041004
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0199235
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056910
IRS990ScheduleA/Total509Grp/TotalAmt0199235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056910
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0199238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTIONS 163 PO BOX 447 STAMPS 10 SUPPLIES 3,951 CONFERENCE CALL LINES 442 MISC BANK FEES 10 CHECKS 35 IT SUPPORT 420 WEB SERVICES 2,287 HOTELS FOR PRESENTERS 4,386 CATERING/CHARTWELLS 12,675 PHOTOGRAPHER 1,200 COMMITTEE DINNER 642 NETWORKING RECEPTION 1,100 INSURANCES 489 TOTAL 28,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE FOR WHICH THE CORPORATION IS FORMED IS TO PROVIDE EDUCATION AND GUIDANCE TO MEMBERS OF ACADEMIC INSTITUTIONS LOCATED IN THE NORTHEAST ON HOW TO INCREASE CHARITABLE DONATIONS TO THEIR EDUCATIONS INSTITUTIONS. THE INFORMATION IS DISSEMINATED AT A YEARLY CONFERENCE AT WHICH CONSULTANTS AND PROFESSIONALS IN THE FIELD OF FUND-RAISING WILL GIVE LECTURES AND WORKSHOPS WITH AN EMPHASIS ON ANNUAL FUND-RAISING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS NOCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHEAST ANNUAL GIVING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0461296401
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 406
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId004D52552BB12DBF6CC51341EECFA67945F2FB8BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId004D52552BB12DBF6CC51341EECFA67945F2FB8BB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141714386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM Z BAYBA ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01573 CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184520866
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM Z BAYBA CPA
ReturnHeader/ReturnTs02017-11-10T10:10:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,436
Liabilities
$0
Net assets
$15,436
Revenue
$41,004
Expenses
$43,052
Net income
-$2,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$78.1$15.9$27.4$11.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.6$89.6$52.5$12.1$40.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.2$49.2$88.4$66.9$21.5
2018Detailed filing. Detailed filing data is available for this year.$27.7$27.7$52.8$44.1$8.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$19.0$52.1$48.6$3.52
2016Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$41.0$43.1$2.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$17.5$51.2$46.8$4.46
2014Detailed filing. Detailed filing data is available for this year.$13.0$13.0$44.9$43.8$1.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits