Civic Intelligence

Batavia City School District Foundation Inc.

990 • Fiscal year 2021 • EIN 47-2323442

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 10, 2022

Organization ProfileWWW.BATAVIACSD.ORG/PAGE/BCSD-FOUNDATION
260 State StreetBatavia, NY 14020

(585) 343-2480

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2021 filings • NTEE B • $500k-$1M nonprofits • Source year 2021

Asset Growth

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$903,711

Up $209,320 (+30%) from 2020

Net Assets

Up

$898,211

Up $210,570 (+31%) from 2020

Liabilities

Down

$5,500

Down $1,250 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin95th percentile

Revenue

Down

$258,959

Down $392,643 (-60%) from 2020

Expenses

Up

$48,389

Up $20,197 (+72%) from 2020

Net Income

Down

$210,570

Down $412,840 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $694,391Liabilities 2020: $6,750Net Assets 2020: $687,6412020Assets 2021: $903,711Liabilities 2021: $5,500Net Assets 2021: $898,2112021Assets 2022: $912,701Liabilities 2022: $5,500Net Assets 2022: $907,2012022Assets 2023: $1,015,558Liabilities 2023: $5,500Net Assets 2023: $1,010,0582023Assets 2024: $1,594,342Liabilities 2024: $5,900Net Assets 2024: $1,588,4422024Assets 2025: $1,903,439Liabilities 2025: $5,900Net Assets 2025: $1,897,5392025

Highlighted filing

2021

Assets$903,711
Liabilities$5,500
Net Assets$898,211
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $651,602Expenses 2020: $28,192Net Income 2020: $623,4102020Revenue 2021: $258,959Expenses 2021: $48,389Net Income 2021: $210,5702021Revenue 2022: $62,120Expenses 2022: $53,130Net Income 2022: $8,9902022Revenue 2023: $170,164Expenses 2023: $67,040Net Income 2023: $103,1242023Revenue 2024: $249,550Expenses 2024: $63,143Net Income 2024: $186,4072024Revenue 2025: $50,482Expenses 2025: $85,838Net Income 2025: -$35,3562025

Highlighted filing

2021

Revenue$258,959
Expenses$48,389
Net Income$210,570
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 10, 2022
Return Version
2020v4.2
Gross Receipts
$260,075
Mission and Program Overview

Mission

To develop, procure and manage resources, contributions and educational funding and ensure that these will be used to directly support the city of batavia school district, its student population, programming, property development and student scholarship funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$406,017$613,422▲ $207,405
Cash and Non-Interest-Bearing Accounts$288,374$290,289▲ $1,915
Total Assets$694,391$903,711▲ $209,320
Liabilities
Other Liabilities$6,750$5,500▼ $1,250
Total Liabilities$6,750$5,500▼ $1,250
Net Assets / Fund Balance
Net Assets With Donor Restrictions$681,122$896,190▲ $215,068
Net Assets Without Donor Restrictions$6,519$2,021▼ $4,498
Total Net Assets Fund Balance$687,641$898,211▲ $210,570
Total Liabilities and Net Assets / Fund Balance$694,391$903,711▲ $209,320

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$681,122$236,441▲ $18,798-$896,190
2019$63,351$645,860--$681,122
2018$47,016$24,460--$63,351
2017-$47,016--$47,016
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Julia RogersPresident & Treasurer
Allison ChuaVice President
Alice BenedictDirector
Anibal Soler JrDirector
Bonnie HoagDirector
Cheryl KowalikDirector
David ChuaDirector
James OwenDirector
Justin SmithDirector
Kate WillsonDirector
Kimberly PrzybyszDirector
Michael MarshDirector
Patti PacinoDirector
Roberta NortonDirector
Scott RozanskiDirector
Susan WoodruffDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$240,121
Program Service Revenue
$0
Investment Income
$18,798
Other Revenue
$40
All Other Contributions
$23,591
Change in Net Assets
$210,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,171
Other Expenses$8,218
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,171--$40,171
Fees for Services Accounting-$4,400-$4,400
Office Expenses-$3,693-$3,693
Other Expenses-$125-$125
Total Functional Expenses$40,171$8,218$0$48,389
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Batavia City School DistrictBatavia, NY-Scholarships$40,171
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,156
Fundraising Direct Expenses$1,116
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable - Batavia City School$5,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members allison chua and david chua are married.”

Form 990, Part VI, Section B, Line 11B

“A copy of the federal return 990 is provided to the governing body before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Any conflict of interest is address at the start of each board meeting.”

Form 990, Part VI, Section C, Line 19

“All the organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Batavia City School District
EIN
47-2323442
Phone
5853432480
Address
260 STATE STREET, BATAVIA, NY 14020

Signing Officer

Name
Julia Rogers
Title
President
Phone
5853432480
Signed
2022-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Rogers
Formed
2015
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Freed Maxick Cpas Pc
Address
ONE EVANS STREET, BATAVIA, NY 14020-3110
Preparer
Nicole M White
Phone
5853441967
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0166001509
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0216530
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BATAVIA CITY SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0216530
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0681122
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0236441
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0896190
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt040171
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018798
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt063351
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0645860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0681122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt028089
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt047016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt024460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt063351
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt08125
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt047016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt047016
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE - BATAVIA CITY SCHOOL
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.99000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt05500
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt040171
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BATAVIA CITY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0166001509
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0260 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BATAVIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014020
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ALLISON CHUA AND DAVID CHUA ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FEDERAL RETURN 990 IS PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CONFLICT OF INTEREST IS ADDRESS AT THE START OF EACH BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BATAVIA CITY SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0260 STATE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BATAVIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014020
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027923
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1188607
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt25500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt340171
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$903,711
Liabilities
$5,500
Net assets
$898,211
Revenue
$258,959
Expenses
$48,389
Net income
$210,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.01$1.90$0.05$0.09$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.59$0.25$0.06$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.17$0.07$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.91$0.06$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.26$0.05$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.65$0.03$0.62