Civic Intelligence

Empire State University Foundation Inc

990 • Fiscal year 2019 • EIN 51-0193595

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 10, 2020

Organization Profilewww.esc.edu
2 Union AveSaratoga Springs, NY 12866

(518) 587-2100

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.44x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$223,216

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Asset Growth

58th percentile

3.7%

Faster asset growth than 58% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$36,863,197

Up $1,329,196 (+3.7%) from 2018

Net Assets

Up

$35,888,918

Up $1,654,173 (+4.8%) from 2018

Liabilities

Down

$974,279

Down $324,977 (-25%) from 2018

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin86th percentile

Revenue

Up

$2,196,869

Up $377,925 (+21%) from 2018

Expenses

Up

$1,534,442

Up $173,963 (+13%) from 2018

Net Income

Up

$662,427

Up $203,962 (+44%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60M$40M$20M$0Assets 2011: $30,348,555Liabilities 2011: $5,404,691Net Assets 2011: $24,943,8642011Assets 2012: $30,080,988Liabilities 2012: $6,108,058Net Assets 2012: $23,972,9302012Assets 2013: $30,136,458Liabilities 2013: $4,313,294Net Assets 2013: $25,823,1642013Assets 2014: $33,707,716Liabilities 2014: $4,171,113Net Assets 2014: $29,536,6032014Assets 2015: $28,803,580Liabilities 2015: $4,234,491Net Assets 2015: $24,569,0892015Assets 2016: $29,749,609Liabilities 2016: $1,224,030Net Assets 2016: $28,525,5792016Assets 2017: $33,548,065Liabilities 2017: $1,304,484Net Assets 2017: $32,243,5812017Assets 2018: $35,534,001Liabilities 2018: $1,299,256Net Assets 2018: $34,234,7452018Assets 2019: $36,863,197Liabilities 2019: $974,279Net Assets 2019: $35,888,9182019Assets 2020: $35,529,945Liabilities 2020: $1,140,007Net Assets 2020: $34,389,9382020Assets 2021: $43,485,168Liabilities 2021: $962,519Net Assets 2021: $42,522,6492021Assets 2022: $37,289,291Liabilities 2022: $722,362Net Assets 2022: $36,566,9292022Assets 2023: $42,557,146Liabilities 2023: $568,630Net Assets 2023: $41,988,5162023Assets 2024: $44,852,550Liabilities 2024: $76,144Net Assets 2024: $44,776,4062024Assets 2025: $49,908,536Liabilities 2025: $87,435Net Assets 2025: $49,821,1012025

Highlighted filing

2019

Assets$36,863,197
Liabilities$974,279
Net Assets$35,888,918
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,131,107Expenses 2011: $3,269,662Net Income 2011: $861,4452011Revenue 2012: $2,501,928Expenses 2012: $1,375,147Net Income 2012: $1,126,7812012Revenue 2013: $6,745,316Expenses 2013: $1,945,005Net Income 2013: $4,800,3112013Revenue 2014: $3,512,620Expenses 2014: $2,594,089Net Income 2014: $918,5312014Revenue 2015: -$1,987,344Expenses 2015: $2,317,353Net Income 2015: -$4,304,6972015Revenue 2016: $1,858,781Expenses 2016: $1,202,076Net Income 2016: $656,7052016Revenue 2017: $2,824,482Expenses 2017: $1,330,136Net Income 2017: $1,494,3462017Revenue 2018: $1,818,944Expenses 2018: $1,360,479Net Income 2018: $458,4652018Revenue 2019: $2,196,869Expenses 2019: $1,534,442Net Income 2019: $662,4272019Revenue 2020: $3,529,950Expenses 2020: $1,358,667Net Income 2020: $2,171,2832020Revenue 2021: $3,045,939Expenses 2021: $1,268,618Net Income 2021: $1,777,3212021Revenue 2022: $2,215,775Expenses 2022: $1,215,930Net Income 2022: $999,8452022Revenue 2023: $3,974,032Expenses 2023: $1,346,937Net Income 2023: $2,627,0952023Revenue 2024: $620,311Expenses 2024: $1,811,070Net Income 2024: -$1,190,7592024Revenue 2025: $5,052,086Expenses 2025: $2,182,503Net Income 2025: $2,869,5832025

Highlighted filing

2019

Revenue$2,196,869
Expenses$1,534,442
Net Income$662,427
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Gross Receipts
$2,655,840
Mission and Program Overview

Mission

To assist in advancing the welfare and development of Empire State College (a unit of the State University of New York), including financial assistance to students, faculty, staff and college programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,332,278$31,758,781▲ $1,426,503
Pledges and Grants Receivable$2,254,441$2,349,351▲ $94,910
Land, Buildings, and Equipment, Net$1,958,056$1,896,120▼ $61,936
Savings and Temporary Cash Investments$346,079$317,735▼ $28,344
Other Notes and Loans Receivable, Net$283,288$263,164▼ $20,124
Accounts Receivable$108,230$120,794▲ $12,564
Investments Other Securities$113,917$96,649▼ $17,268
Cash and Non-Interest-Bearing Accounts$118,412$30,739▼ $87,673
Prepaid Expenses and Deferred Charges-$3,510-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$35,534,001$36,863,197▲ $1,329,196
Other Assets Total$19,300$26,354▲ $7,054
Liabilities
Other Liabilities$1,276,469$797,889▼ $478,580
Accounts Payable and Accrued Expenses$22,787$176,390▲ $153,603
Total Liabilities$1,299,256$974,279▼ $324,977
Net Assets / Fund Balance
Unrestricted Net Assets$24,402,791$25,564,864▲ $1,162,073
Permanently Rstr Net Assets$5,416,647$5,657,608▲ $240,961
Temporarily Rstr Net Assets$4,415,307$4,666,446▲ $251,139
Total Net Assets Fund Balance$34,234,745$35,888,918▲ $1,654,173
Total Liabilities and Net Assets / Fund Balance$35,534,001$36,863,197▲ $1,329,196

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,794,990$1,301,826$3,096,816
Land$101,130-$101,130

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$20,675,633$110,678▲ $1,400,977$249,474$21,303,882
2017$19,763,303$159,076▲ $1,598,460$340,537$20,675,633
2016$17,044,759$209,949▲ $2,269,405$-746,725$19,763,303
2015$16,775,250$316,201▲ $265,889$-232,400$17,044,759
2014$16,703,392$195,358▲ $459,651$15,461$16,775,250
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Marian ConwayChairman
Althea LuehrsenDirector
Ann TurnerDirector
Christopher FeeleyDirector
David J MazzettiDirector
James KarcherDirector
John CorrouDirector
Kristen DelaneyDirector
Mitchell S Nesler PhDDirector
Phillip CatchingsDirector
Robert J RoachDirector
Scott JohnsonDirector
Susan L DakeDirector
Susan TurbenDirector
Tina EvansDirector
Walter C WilliamsExecutive Director
David FullardSecretary
Joseph L GarciaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$702,849
Program Service Revenue
$235,700
Investment Income
$1,071,042
Other Revenue
$187,278
All Other Contributions
$702,849
Change in Net Assets
$662,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,196,869
Revenue Not Reported on Form 990
$2,602,682
Total Revenue per Audited Statements
$4,799,551
Total Revenue per Form 990
$2,196,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$920,601
Other Expenses$512,912
Total Fundraising Expense$160,338
Professional Fundraising Fees$100,929
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$671,438--$671,438
Grants to Domestic Orgs$249,163--$249,163
Payments to Affiliates$218,197--$218,197
Fees for Services Professional Fundraising--$100,929$100,929
Fees for Service Investment Mgmnt Fees-$43,346-$43,346
Travel$26,903$1,823$3,739$32,465
All Other Expenses$4,341$17,776-$22,117
Fees for Services Accounting-$18,475-$18,475
Other Expenses$1,994$11$14,308$16,313
Office Expenses$12,320$622$1,095$14,037
Insurance$3,074$8,218-$11,292
Conferences and Meetings$6,480-$688$7,168
Occupancy$575--$575
Advertising$300-$49$349
Total Functional Expenses$1,275,893$98,211$160,338$1,534,442

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,145,378
Expenses Not Reported on Form 990$1,610,936
Expenses per Audited Statements$1,534,442
Total Expenses per Form 990$1,534,442
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Empire State CollegeSaratoga Spring, NY501(c)(3)Tech support & BMI mentor program$247,387

International Summary

Spending
$157,257

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ServiceEducational Program00$106,659
Middle East and North AfricaProgram ServiceEducational Program00$47,667
Central America and CaribbeanProgram ServiceEducational Program00$2,931
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$100,929
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits held in custody for others$797,889
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is provided to members of the governing body for review and approval before submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually all board members complete a conflict of interest disclosure.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“upon request”

Filing and Contact Details

Filer

Filer Name
Empire State College Foundation Inc
EIN
51-0193595
Phone
5185872100
Address
2 Union Ave, Saratoga Springs, NY 12866

Signing Officer

Name
Sue Epstein
Title
Executive Director
Signed
2020-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Epstein
Formed
1977
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
15
Employees
0

Preparer

Firm
Whittemore Dowen & Ricciardelli Llp
Address
333 AVIATION RD BLDG B, QUEENSBURY, NY 12804-2915
Preparer
Colin D Combs CPA
Phone
5187920918
Supplemental Narrative

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Several pieces of artwork to be displayed publicly.”

Part V, Line 4: Intended uses of the endowment fund.

“Income earned on endowment funds are used to support the scholarship and awards program of the foundation.”

Part X : FIN48 Footnote

“In accordance with generally accepted accounting principles, the Foundation accounts for uncertainty in income taxes by recognizing tax positions in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by tax authorities. As of June 30, 2019, the Foundation believes that it has appropriate support for the income tax positions taken on its tax returns and, therefore, believes that it has no uncertain tax positions that would have a material impact on the financial statements. As of June 30, 2019, the tax years that remain subject to examination by tax authorities begin with the year ended 2016.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm8Joseph L Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm9David Fullard
IRS990/Form990PartVIISectionAGrp/PersonNm10David J Mazzetti
IRS990/Form990PartVIISectionAGrp/PersonNm11Mitchell S Nesler PhD
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert J Roach
IRS990/Form990PartVIISectionAGrp/PersonNm13Scott Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm14James Karcher
IRS990/Form990PartVIISectionAGrp/PersonNm15Susan Turben
IRS990/Form990PartVIISectionAGrp/PersonNm16Ann Turner
IRS990/Form990PartVIISectionAGrp/PersonNm17Walter C Williams
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Dir.
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InsuranceGrp/ProgramServicesAmt03074
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IRS990/LandBldgEquipAccumDeprecAmt01301826
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To assist in advancing the welfare and development of Empire State College (a unit of the State University of New York), including financial assistance to students, faculty, staff and college programs.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt035888918
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0284867
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0284867
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt012320
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt026354
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IRS990/OtherExpensesGrp/Desc0Meeting Expense
IRS990/OtherExpensesGrp/Desc1Fees
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt07534
IRS990/OtherExpensesGrp/FundraisingAmt18568
IRS990/OtherExpensesGrp/FundraisingAmt223428
IRS990/OtherExpensesGrp/FundraisingAmt314308
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2548
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt311
IRS990/OtherExpensesGrp/ProgramServicesAmt046757
IRS990/OtherExpensesGrp/ProgramServicesAmt132714
IRS990/OtherExpensesGrp/ProgramServicesAmt21637
IRS990/OtherExpensesGrp/ProgramServicesAmt31994
IRS990/OtherExpensesGrp/TotalAmt059620
IRS990/OtherExpensesGrp/TotalAmt143345
IRS990/OtherExpensesGrp/TotalAmt225613
IRS990/OtherExpensesGrp/TotalAmt316313
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05657608
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IRS990/PrincipalOfficerNm0Sue Epstein
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IRS990/PYOtherRevenueAmt0190390
IRS990/PYProgramServiceRevenueAmt0228615
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IRS990/PYTotalExpensesAmt01360479
IRS990/PYTotalProfFndrsngExpnsAmt0102147
IRS990/PYTotalRevenueAmt01818944
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,863,197
Liabilities
$974,279
Net assets
$35,888,918
Revenue
$2,196,869
Expenses
$1,534,442
Net income
$662,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.9$0.09$49.8$5.05$2.18$2.87
2024Detailed filing. Detailed filing data is available for this year.$44.9$0.08$44.8$0.62$1.81$1.19
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.57$42.0$3.97$1.35$2.63
2022Detailed filing. Detailed filing data is available for this year.$37.3$0.72$36.6$2.22$1.22$1.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$0.96$42.5$3.05$1.27$1.78
2020Detailed filing. Detailed filing data is available for this year.$35.5$1.14$34.4$3.53$1.36$2.17
2019Detailed filing. Detailed filing data is available for this year.$36.9$0.97$35.9$2.20$1.53$0.66
2018Detailed filing. Detailed filing data is available for this year.$35.5$1.30$34.2$1.82$1.36$0.46
2017Detailed filing. Detailed filing data is available for this year.$33.5$1.30$32.2$2.82$1.33$1.49
2016Detailed filing. Detailed filing data is available for this year.$29.7$1.22$28.5$1.86$1.20$0.66
2015Detailed filing. Detailed filing data is available for this year.$28.8$4.23$24.6$1.99$2.32$4.30
2014Detailed filing. Detailed filing data is available for this year.$33.7$4.17$29.5$3.51$2.59$0.92
2013Summary only. Only limited summary data is available for this year.$30.1$4.31$25.8$6.75$1.95$4.80
2012Summary only. Only limited summary data is available for this year.$30.1$6.11$24.0$2.50$1.38$1.13
2011Summary only. Only limited summary data is available for this year.$30.3$5.40$24.9$4.13$3.27$0.86