Northeast Annual Giving Association Ltd

990EZ • Fiscal year 2019 • EIN 46-1296401

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile N/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.

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

78%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

67%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets57th percentile

Assets

$49,198

Up $21,523 (+78%) from 2018

Net Assets

$49,198

Up $21,523 (+78%) from 2018

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin80th percentile

Revenue

$88,390

Up $35,581 (+67%) from 2018

Expenses

$66,867

Up $22,781 (+52%) from 2018

Net Income

$21,523

Up $12,800 (+147%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2019

Assets$49,198

Liabilities$0

Net Assets$49,198

Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2019

Revenue$88,390

Expenses$66,867

Net Income$21,523

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 12, 2020
Return Version: 2019v5.0
Gross Receipts: $88,390

Mission and Program Overview

Mission

EDUCATION

Program Services

Description	Grants	Expenses
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.	-	$66,867

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANDREW BERNSTEIN	President	-	$0	-	-
KRISTIN MANHARDT	Treasurer	-	$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: 2020-11-12
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 2,292 bank fees 211 phone 383 web services 4,283 travel 716 conference expenses 37,822 food 4,242 speakers 15,104 total 65,053”

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 Appendix137 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt	0	NE ANNUAL GIVING
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2035827882
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 1294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt	0	PO BOX 1294
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	14226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	27675
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	49198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	43395
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	21523
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	27675
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	49198
IRS990EZ/GrossReceiptsAmt	0	88390
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	44995
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	27675
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	49198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	27675
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	49198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ANDREW BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KRISTIN MANHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	65053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt	0	1814
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	66867
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	66867
IRS990EZ/TotalProgramServiceExpensesAmt	0	66867
IRS990EZ/TotalRevenueAmt	0	88390
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	43395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	26000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	34000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	25000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	26600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	154995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	44995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	26809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	18149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	21200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	24612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	135765
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	290760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	88390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	52809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	52149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	46200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	51212
IRS990ScheduleA/Total509Grp/TotalAmt	0	290760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	88390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	52809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	52149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	46200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	51212
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	290760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES PROMOTIONS/GIVEAWAYS 2,292 BANK FEES 211 PHONE 383 WEB SERVICES 4,283 TRAVEL 716 CONFERENCE EXPENSES 37,822 FOOD 4,242 SPEAKERS 15,104 TOTAL 65,053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS	0	2021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANDREW BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2035827882
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NORTHEAST ANNUAL GIVING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	ASSOCIATION LTD
ReturnHeader/Filer/BusinessNameControlTxt	0	NORT
ReturnHeader/Filer/EIN	0	461296401
ReturnHeader/Filer/PhoneNum	0	2035827882
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1294
ReturnHeader/Filer/USAddress/CityNm	0	AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	14226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	41B3163BDE414C9987B38E5A5ADCFD296015A0D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	41B3163BDE414C9987B38E5A5ADCFD296015A0D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	71.164.77.32
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	11:40:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	141714386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM Z BAYBA ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1573 CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	12205
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5184520866
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM Z BAYBA CPA
ReturnHeader/ReturnTs	0	2020-11-12T11:40:13-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $49,198
Liabilities: $0
Net assets: $49,198
Revenue: $88,390
Expenses: $66,867
Net income: $21,523

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2019Detailed filing. Detailed filing data is available for this year.	$49.2	$0.00	$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
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