Civic Intelligence

New York State Cdfi Coalition Inc.

990EZ • Fiscal year 2020 • EIN 81-1809664

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

255 Orange Street Suite 103Alabany, NY 12210

(518) 436-8586

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

2020 filings • NTEE S • <$500k nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.00x

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

2020 filings • NTEE S • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • NTEE S • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2020 filings • NTEE S • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

77%

Faster asset growth than 88% of similar nonprofits.

2020 filings • NTEE S • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

21%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • NTEE S • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$99,263

Up $43,119 (+77%) from 2019

Net Assets

Up

$99,263

Up $43,119 (+77%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$98,871

Up $17,180 (+21%) from 2019

Expenses

Down

$55,752

Down $33,599 (-38%) from 2019

Net Income

Up

$43,119

Up $50,779 (+663%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $63,804Liabilities 2018: $02018Assets 2019: $56,144Liabilities 2019: $0Net Assets 2019: $56,1442019Assets 2020: $99,263Liabilities 2020: $0Net Assets 2020: $99,2632020Assets 2021: $105,113Liabilities 2021: $0Net Assets 2021: $105,1132021Assets 2022: $102,936Liabilities 2022: $0Net Assets 2022: $102,9362022Assets 2023: $77,208Liabilities 2023: $0Net Assets 2023: $77,2082023Assets 2024: $92,591Net Assets 2024: $92,5912024Assets 2025: $99,954Net Assets 2025: $99,9542025

Highlighted filing

2020

Assets$99,263
Liabilities$0
Net Assets$99,263

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $76,706Expenses 2018: $46,163Net Income 2018: $30,5432018Revenue 2019: $81,691Expenses 2019: $89,351Net Income 2019: -$7,6602019Revenue 2020: $98,871Expenses 2020: $55,752Net Income 2020: $43,1192020Revenue 2021: $81,000Expenses 2021: $75,150Net Income 2021: $5,8502021Revenue 2022: $50,200Expenses 2022: $52,377Net Income 2022: -$2,1772022Revenue 2023: $79,680Expenses 2023: $105,408Net Income 2023: -$25,7282023Revenue 2024: $94,056Expenses 2024: $78,673Net Income 2024: $15,3832024Revenue 2025: $107,279Expenses 2025: $99,916Net Income 2025: $7,3632025

Highlighted filing

2020

Revenue$98,871
Expenses$55,752
Net Income$43,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Gross Receipts
$98,871
Mission and Program Overview

Mission

The coalition provides new york state community development financial institutions ( cdfis) access to networking, education, collaboration and advocacy opportunities about how cdfis can be an effective tool to address poverty by increasing financial inclusion, housing access, and economic opportunity and development.

Program Services

DescriptionGrantsExpenses
THE COALITION PROVIDES NEW YORK STATE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ( CDFIS ) ACCESS TO NETWORKING, EDUCATION, COLLABORATION AND ADVOCACY OPPORTUNITIES ABOUT HOW CDFIS CAN BE AN EFFECTIVE TOOL TO ADDRESS POVERTY BY INCREASING FINANCIAL INCLUSION, HOUSING ACCESS, AND ECONOMIC OPPORTUNITY AND DEVELOPMENT.-$55,752
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MACFARLANEChair-$0--
HUBERT VAN TOLVice Chair-$0--
NANCY CARINSecretary-$0--
AISHA BENSONAssistant Se-$0--
KIM JACOBSTreasurer-$0--
PETER JAMES ELKOWITZTrustee/Dire-$0--
JOHN FELTONTrustee/Dire-$0--
CHARLES D HAMMERMANTrustee/Dire-$0--
JESSIE LEETrustee/Dire-$0--
YANKI TSHERINGTrustee/Dire-$0--
GREG MAHERTrustee/Dire-$0--
MELANIE STERNTrustee/Dire-$0--
COURTNEY BRANKERTrustee/Dire-$0--
KAREN HAYCOXTrustee/Dire-$0--
PAMELA OWENSTrustee/Dire-$0--
Filing and Contact Details

Filer

Filer Name
New York State Cdfi Coalition Inc
EIN
81-1809664
Phone
5184368586
Address
255 ORANGE STREET SUITE 103, ALABANY, NY 12210

Signing Officer

Name
Linda Macfarlane
Title
Chair
Phone
9147478020
Signed
2021-04-21

Preparer

Firm
Cusack & Company Cpas LLC
Address
7 AIRPORT PARK BLVD, LATHAM, NY 12110
Preparer
Kenneth B Claflin CPA
Phone
5187863550
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 1,142 information technology 2,535 insurance 1,229 total 4,906

Form 990-ez, Part III

The coalition provides new york state community development financial institutions ( cdfis) access to networking, education, collaboration and advocacy opportunities about how cdfis can be an effective tool to address poverty by increasing financial inclusion, housing access, and economic opportunity and development.

Form 990-ez, Part III, Line 28

The coalition provides new york state community development financial institutions ( cdfis ) access to networking, education, collaboration and advocacy opportunities about how cdfis can be an effective tool to address poverty by increasing financial inclusion, housing access, and economic opportunity and development.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,142 INFORMATION TECHNOLOGY 2,535 INSURANCE 1,229 TOTAL 4,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COALITION PROVIDES NEW YORK STATE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ( CDFIS) ACCESS TO NETWORKING, EDUCATION, COLLABORATION AND ADVOCACY OPPORTUNITIES ABOUT HOW CDFIS CAN BE AN EFFECTIVE TOOL TO ADDRESS POVERTY BY INCREASING FINANCIAL INCLUSION, HOUSING ACCESS, AND ECONOMIC OPPORTUNITY AND DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COALITION PROVIDES NEW YORK STATE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ( CDFIS ) ACCESS TO NETWORKING, EDUCATION, COLLABORATION AND ADVOCACY OPPORTUNITIES ABOUT HOW CDFIS CAN BE AN EFFECTIVE TOOL TO ADDRESS POVERTY BY INCREASING FINANCIAL INCLUSION, HOUSING ACCESS, AND ECONOMIC OPPORTUNITY AND DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA MACFARLANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09147478020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE CDFI COALITION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0811809664
ReturnHeader/Filer/PhoneNum05184368586
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 ORANGE STREET SUITE 103
ReturnHeader/Filer/USAddress/CityNm0ALABANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141800427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUSACK & COMPANY CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 AIRPORT PARK BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05187863550
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH B CLAFLIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-27T15:01:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACFARLANE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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