Civic Intelligence

The Eleanor Roosevelt Val-Kill Partnership In

990EZ • Fiscal year 2023 • EIN 46-4020564

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 06, 2023

4097 Albany Post RoadHyde Park, NY 12538

(845) 229-9115

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • NTEE A80 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • NTEE A80 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-24%

Higher net margin than 22% of similar nonprofits.

2023 filings • NTEE A80 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE A80 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-0.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • NTEE A80 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-20%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • NTEE A80 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$199,874

Down $1,620 (-0.8%) from 2022

Net Assets

Down

$199,844

Down $1,650 (-0.8%) from 2022

Liabilities

Up

$30

Up $30 from 2022

Revenue

Down

$32,026

Down $8,230 (-20%) from 2022

Expenses

Up

$39,831

Up $9,968 (+33%) from 2022

Net Income

Down

-$7,805

Down $18,198 (-175%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $95,141Liabilities 2014: $64,481Net Assets 2014: $30,6602014Assets 2015: $35,839Liabilities 2015: $7,357Net Assets 2015: $28,4822015Assets 2016: $124,656Liabilities 2016: $1,099Net Assets 2016: $123,5572016Assets 2017: $130,910Liabilities 2017: $15,856Net Assets 2017: $115,0542017Assets 2018: $130,614Liabilities 2018: $14,877Net Assets 2018: $115,7372018Assets 2019: $164,253Liabilities 2019: $14,877Net Assets 2019: $149,3762019Assets 2020: $153,628Liabilities 2020: $77Net Assets 2020: $153,5512020Assets 2021: $222,994Liabilities 2021: $0Net Assets 2021: $222,9942021Assets 2022: $201,494Liabilities 2022: $0Net Assets 2022: $201,4942022Assets 2023: $199,874Liabilities 2023: $30Net Assets 2023: $199,8442023Assets 2024: $397,691Liabilities 2024: $30Net Assets 2024: $397,6612024Assets 2025: $398,154Liabilities 2025: $30Net Assets 2025: $398,1242025

Highlighted filing

2023

Assets$199,874
Liabilities$30
Net Assets$199,844

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $271,611Expenses 2014: $240,951Net Income 2014: $30,6602014Revenue 2015: $192,184Expenses 2015: $194,959Net Income 2015: -$2,7752015Revenue 2016: $263,007Expenses 2016: $167,932Net Income 2016: $95,0752016Revenue 2017: $117,567Expenses 2017: $125,145Net Income 2017: -$7,5782017Revenue 2018: $104,905Expenses 2018: $104,952Net Income 2018: -$472018Revenue 2019: $57,486Expenses 2019: $23,847Net Income 2019: $33,6392019Revenue 2020: $37,884Expenses 2020: $35,730Net Income 2020: $2,1542020Revenue 2021: $81,435Expenses 2021: $35,058Net Income 2021: $46,3772021Revenue 2022: $40,256Expenses 2022: $29,863Net Income 2022: $10,3932022Revenue 2023: $32,026Expenses 2023: $39,831Net Income 2023: -$7,8052023Revenue 2024: $260,188Expenses 2024: $70,374Net Income 2024: $189,8142024Revenue 2025: $30,156Expenses 2025: $33,164Net Income 2025: -$3,0082025

Highlighted filing

2023

Revenue$32,026
Expenses$39,831
Net Income-$7,805
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 6, 2023
Return Version
2022v5.0
Gross Receipts
$40,221
Mission and Program Overview

Mission

Our mission is to promote a positive experience when visiting our site, the appreciation of eleanor roosevelt's place in american & world history and sustain the legacy, ideals and principles of eleanor roosevelt.

Program Services

DescriptionGrantsExpenses
ON SITE PROGRAMMING$0$33,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUELA ROOSEVELTChairPT$0--
JOHN KINNEARVice Chair-$0--
ERIN CANNANSecretary-$0--
CHRISTOPHER MYERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Eleanor Roosevelt Val-kill
EIN
46-4020564
Phone
8452299115
Address
4097 ALBANY POST ROAD, HYDE PARK, NY 12538

Signing Officer

Name
Manuela Roosevelt
Title
Chair
Phone
8452299115
Signed
2023-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Ny Inc
Address
ONE HUDSON CITY CENTRE SUITE 204, HUDSON, NY 12534
Preparer
Suzanne Muldoon
Phone
5188281565
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest & dividends. Amount: 2,670.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment fees. Amount: 1,390. Description: office expense. Amount: 574. Description: information technology. Amount: 1,534. Description: insurance. Amount: 1,425. Description: program development expense. Amount: 140. Description: bank fees. Amount: 756. Description: conferences, meetings. Amount: 362. Description: subcontract labor. Amount: 13,560. Description: program service expense. Amount: 4,850. Description: payroll taxes. Amount: 1,701. Total to form 990-ez, line 16: 26,292.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/(loss) on investments. Amount: 6,155.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 0. End of year amount: 30.

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MANUELA ROOSEVELT
IRS990EZ/BooksInCareOfDetail/PhoneNum08452299115
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04097 ALBANY POST ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HYDE PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012538
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0201494
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0199874
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026750
IRS990EZ/CostOrOtherBasisExpenseSaleAmt08195
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7805
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02830
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201494
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199874
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02606
IRS990EZ/GrossReceiptsAmt040221
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02670
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201494
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201494
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199844
IRS990EZ/OccupancyRentUtltsAndMaintAmt01679
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MANUELA ROOSEVELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN KINNEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN CANNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER MYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt06155
IRS990EZ/OtherExpensesTotalAmt026292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO PROMOTE A POSITIVE EXPERIENCE WHEN VISITING OUR SITE, THE APPRECIATION OF ELEANOR ROOSEVELT'S PLACE IN AMERICAN & WORLD HISTORY AND SUSTAIN THE LEGACY, IDEALS AND PRINCIPLES OF ELEANOR ROOSEVELT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ON SITE PROGRAMMING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033690
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09030
IRS990EZ/SaleOfAssetsGrossAmt010801
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039831
IRS990EZ/TotalProgramServiceExpensesAmt033690
IRS990EZ/TotalRevenueAmt032026
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VALKILL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0222724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02670
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02670
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98820
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0222724
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt077079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0222724
IRS990ScheduleA/TotalSupportAmt0225394
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 2,670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,390. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 574. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,534. DESCRIPTION: INSURANCE. AMOUNT: 1,425. DESCRIPTION: PROGRAM DEVELOPMENT EXPENSE. AMOUNT: 140. DESCRIPTION: BANK FEES. AMOUNT: 756. DESCRIPTION: CONFERENCES, MEETINGS. AMOUNT: 362. DESCRIPTION: SUBCONTRACT LABOR. AMOUNT: 13,560. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 4,850. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,701. TOTAL TO FORM 990-EZ, LINE 16: 26,292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/(LOSS) ON INVESTMENTS. AMOUNT: 6,155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MANUELA ROOSEVELT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08452299115
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ELEANOR ROOSEVELT VAL-KILL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARTNERSHIP
ReturnHeader/Filer/BusinessNameControlTxt0ELEA
ReturnHeader/Filer/EIN0464020564
ReturnHeader/Filer/PhoneNum08452299115
ReturnHeader/Filer/USAddress/AddressLine1Txt04097 ALBANY POST ROAD
ReturnHeader/Filer/USAddress/CityNm0HYDE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141555429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS NY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HUDSON CITY CENTRE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012534
ReturnHeader/PreparerPersonGrp/PhoneNum05188281565
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE MULDOON
ReturnHeader/ReturnTs02023-09-07T11:55:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MANUELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROOSEVELT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings