Civic Intelligence

Northeast Annual Giving Association Ltd

990EZ • Fiscal year 2018 • EIN 46-1296401

Jan 01, 2018 to Dec 31, 2018 • Filed on May 26, 2019

Organization ProfileN/A
PO Box 1294Amherst, NY 14226

(203) 582-7882

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

1.3%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$27,675

Up $8,723 (+46%) from 2017

Net Assets

Up

$27,675

Up $8,723 (+46%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Up

$52,809

Up $660 (+1.3%) from 2017

Expenses

Down

$44,086

Down $4,547 (-9.3%) from 2017

Net Income

Up

$8,723

Up $5,207 (+148%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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: $15,436Net Assets 2016: $15,4362016Assets 2017: $18,952Net Assets 2017: $18,9522017Assets 2018: $27,675Liabilities 2018: $0Net 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

2018

Assets$27,675
Liabilities$0
Net Assets$27,675
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$52,809
Expenses$44,086
Net Income$8,723
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 26, 2019
Return Version
2018v3.1
Gross Receipts
$52,809
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.-$44,086
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BERNSTEINPresident-$0--
KRISTIN MANHARDTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Northeast Annual Giving
EIN
46-1296401
Phone
2035827882
Address
PO BOX 1294, AMHERST, NY 14226

Signing Officer

Name
Andrew Bernstein
Title
President
Phone
2035827882
Signed
2019-05-26
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/giveaways 3,168 supplies 1,402 misc supplies 188 misc fees 60 bank fees 6 phone 413 web services 2,743 hotels for presenters 4,655 hotels for board members 2,778 travel (taxi/uber/air) 861 food/networking 1,300 food/award dinner 4,826 food/misc 1,210 food 15 total 23,625”

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 Appendix144 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/PhoneNum02035827882
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 1294
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08723
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt020049
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027675
IRS990EZ/GrossReceiptsAmt052809
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026809
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN MANHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023625
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0412
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/ProgramServiceExpensesAmt044086
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044086
IRS990EZ/TotalProgramServiceExpensesAmt044086
IRS990EZ/TotalRevenueAmt052809
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0116074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0247283
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044913
IRS990ScheduleA/Total509Grp/TotalAmt0247283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTIONS/GIVEAWAYS 3,168 SUPPLIES 1,402 MISC SUPPLIES 188 MISC FEES 60 BANK FEES 6 PHONE 413 WEB SERVICES 2,743 HOTELS FOR PRESENTERS 4,655 HOTELS FOR BOARD MEMBERS 2,778 TRAVEL (TAXI/UBER/AIR) 861 FOOD/NETWORKING 1,300 FOOD/AWARD DINNER 4,826 FOOD/MISC 1,210 FOOD 15 TOTAL 23,625
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035827882
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHEAST ANNUAL GIVING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0461296401
ReturnHeader/Filer/PhoneNum02035827882
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1294
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId004D52552BB12DBF6CC51341EECFA67945F2FB8BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId004D52552BB12DBF6CC51341EECFA67945F2FB8BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.4.178.201
ReturnHeader/FilingSecurityInformation/IPDt02019-05-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:09:35
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/PreparationDt02019-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM Z BAYBA CPA
ReturnHeader/ReturnTs02019-05-31T06:09:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,675
Liabilities
$0
Net assets
$27,675
Revenue
$52,809
Expenses
$44,086
Net income
$8,723
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$0.00$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$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. 2018 filings • 501(c)3 • <$500k nonprofits