Civic Intelligence

Northeast Annual Giving Association Ltd

990EZ • Fiscal year 2020 • EIN 46-1296401

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

82%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-41%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$89,610

Up $40,412 (+82%) from 2019

Net Assets

Up

$89,610

Up $40,412 (+82%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Down

$52,500

Down $35,890 (-41%) from 2019

Expenses

Down

$12,088

Down $54,779 (-82%) from 2019

Net Income

Up

$40,412

Up $18,889 (+88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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: $27,675Net Assets 2018: $27,6752018Assets 2019: $49,198Net Assets 2019: $49,1982019Assets 2020: $89,610Liabilities 2020: $0Net Assets 2020: $89,6102020Assets 2021: $78,131Net Assets 2021: $78,1312021

Highlighted filing

2020

Assets$89,610
Liabilities$0
Net Assets$89,610
Open 2020 Filing

Operations Trend

Revenue Growth28th 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

2020

Revenue$52,500
Expenses$12,088
Net Income$40,412
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.0
Gross Receipts
$52,500
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.-$12,088
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BERNSTEINPresident-$0--
KRISTIN MANHARDTTreasurer-$0--
ROBERT MEYERVice Preside-$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
2021-10-01
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 732 phone 516 web services 2,518 travel 598 conference expenses 1,500 food 500 speakers 5,000 adjustment -2,272 total 9,092”

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 Appendix140 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANDREW BERNSTEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRISTIN MANHARDT
CompensationExplanation/CompensationExplanationGrp/PersonNm2ROBERT MEYER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt049198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089610
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt040412
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089610
IRS990EZ/GrossReceiptsAmt052500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089610
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN MANHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09092
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt02346
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/ProgramServiceExpensesAmt012088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012088
IRS990EZ/TotalProgramServiceExpensesAmt012088
IRS990EZ/TotalRevenueAmt052500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142153
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0292048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046200
IRS990ScheduleA/Total509Grp/TotalAmt0292048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0292048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTIONS/GIVEAWAYS 732 PHONE 516 WEB SERVICES 2,518 TRAVEL 598 CONFERENCE EXPENSES 1,500 FOOD 500 SPEAKERS 5,000 ADJUSTMENT -2,272 TOTAL 9,092
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW BERNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035827882
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
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/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/PreparationDt02021-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM Z BAYBA CPA
ReturnHeader/ReturnTs02021-10-01T17:33:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERSNSTEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,610
Liabilities
$0
Net assets
$89,610
Revenue
$52,500
Expenses
$12,088
Net income
$40,412
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
2020Detailed filing. Detailed filing data is available for this year.$89.6$0.00$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
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. 2020 filings • 501(c)3 • <$500k nonprofits