Civic Intelligence

Lupine Haven

990EZ • Fiscal year 2017 • EIN 86-0954885

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileN/A
100 Sagamore DriveRochester, NY 14617

(928) 301-4084

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.80x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

3685.68x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-136083%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$184,390

Down $70,695 (-28%) from 2016

Net Assets

Down

$36,963

Down $54,433 (-60%) from 2016

Liabilities

Down

$147,427

Down $16,262 (-9.9%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$40

Down $10,708 (-100%) from 2016

Expenses

Up

$54,473

Up $3,020 (+5.9%) from 2016

Net Income

Down

-$54,433

Down $13,728 (-34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$600K$400K$200K$0Assets 2011: $451,991Liabilities 2011: $230,621Net Assets 2011: $221,3702011Assets 2012: $391,844Liabilities 2012: $211,943Net Assets 2012: $179,9012012Assets 2013: $336,469Liabilities 2013: $198,967Net Assets 2013: $137,5022013Assets 2014: $342,939Liabilities 2014: $184,119Net Assets 2014: $158,8202014Assets 2015: $298,284Liabilities 2015: $166,183Net Assets 2015: $132,1012015Assets 2016: $255,085Liabilities 2016: $163,689Net Assets 2016: $91,3962016Assets 2017: $184,390Liabilities 2017: $147,427Net Assets 2017: $36,9632017Assets 2022: $350,097Liabilities 2022: $0Net Assets 2022: $350,0972022Assets 2023: $303,785Liabilities 2023: $02023

Highlighted filing

2017

Assets$184,390
Liabilities$147,427
Net Assets$36,963
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $711,775Expenses 2011: $687,936Net Income 2011: $23,8392011Revenue 2012: $519,900Expenses 2012: $561,369Net Income 2012: -$41,4692012Revenue 2013: $512,608Expenses 2013: $555,007Net Income 2013: -$42,3992013Revenue 2014: $612,254Expenses 2014: $590,936Net Income 2014: $21,3182014Revenue 2015: $560,430Expenses 2015: $587,149Net Income 2015: -$26,7192015Revenue 2016: $10,748Expenses 2016: $51,453Net Income 2016: -$40,7052016Revenue 2017: $40Expenses 2017: $54,473Net Income 2017: -$54,4332017Revenue 2022: $346,125Expenses 2022: $64,437Net Income 2022: $281,6882022Revenue 2023: $0Expenses 2023: $46,312Net Income 2023: -$46,3122023

Highlighted filing

2017

Revenue$40
Expenses$54,473
Net Income-$54,433
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.1
Gross Receipts
$40
Mission and Program Overview

Mission

To operate exclusively for charitable, scientific, literary or educational purposes or for the prevention of cruelty to children or animals

EDUCATION

Program Services

DescriptionGrantsExpenses
TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS.-$54,473
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN PLUFFPresidentPT$0--
WILLIAM PLUFFTreasurer-$0--
EMILY MCPEAKVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Lupine Haven
EIN
86-0954885
Phone
9283014084
Address
100 SAGAMORE DRIVE, ROCHESTER, NY 14617

Signing Officer

Name
Susan Pluff
Title
President
Phone
9283014084
Signed
2018-05-07

Preparer

Firm
Atlas Cpas & Advisors Pllc
Address
4653 E COTTON GIN LOOP STE 120, PHOENIX, AZ 85040-8835
Preparer
Kay E Green
Phone
7196342815
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies, printing & office 16,077 non-investment depreciation 26,676 total 42,753”

Form 990-ez, Part II, Line 24

“Equipment 87,599 87,599 less accumulated depreciation 86,241 87,260 land improvements 1,959 1,959 less accumulated depreciation 1,372 1,763 total 1,945 535”

Form 990-ez, Part II, Line 26

“Mortgage and other notes payable 163,689 147,427”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN PLUFF
IRS990EZ/BooksInCareOfDetail/PhoneNum09283014084
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 SAGAMORE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014617
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019256
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-54433
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06880
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0255085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0184390
IRS990EZ/GrossReceiptsAmt040
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0189865
IRS990EZ/LandAndBuildingsGrp/EOYAmt0164599
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091396
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036963
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091396
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036963
IRS990EZ/OccupancyRentUtltsAndMaintAmt04840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN PLUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM PLUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY MCPEAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01945
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0535
IRS990EZ/OtherExpensesTotalAmt042753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramServiceRevenueAmt040
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0163689
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0147427
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054473
IRS990EZ/TotalProgramServiceExpensesAmt054473
IRS990EZ/TotalRevenueAmt040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0RACIALLY NONDISCRIMINATORY POLICY WAS PUBLISHED IN THE SCHOOL'S CORPORATE DOCUMENTS ALONG WITH DISCLOSURE REQUIRED BY THE STATE OF ARIZONA
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ALL PRINTED MATERIAL ON BEHALF OF THE SCHOOLS DID NOT CONTAIN ANY RACIALLY DISCRIMINATORY INFORMATION
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT HAVE ANY POLICIES, PROCEDURES, EMPLOYMENT POLICIES OR ANY ACTIVITIES THAT WERE RACIALLY DISCRIMINATORY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT HAD ITS GOVERNMENTAL OR FINANCIAL AID REVOKED OR SUSPENDED. HOWEVER, AT THE END OF THE MAY 2015 SCHOOL YEAR, THE ORGANIZATION, AT ITS DISCRETION, CHANGED ITS NAME AND IS NO LONGER OPERATING AS AN ARIZONA CHARTER SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 5
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE E, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES, PRINTING & OFFICE 16,077 NON-INVESTMENT DEPRECIATION 26,676 TOTAL 42,753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 87,599 87,599 LESS ACCUMULATED DEPRECIATION 86,241 87,260 LAND IMPROVEMENTS 1,959 1,959 LESS ACCUMULATED DEPRECIATION 1,372 1,763 TOTAL 1,945 535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MORTGAGE AND OTHER NOTES PAYABLE 163,689 147,427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN PLUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09283014084
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUPINE HAVEN
ReturnHeader/Filer/BusinessNameControlTxt0LUPI
ReturnHeader/Filer/EIN0860954885
ReturnHeader/Filer/PhoneNum09283014084
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SAGAMORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014617
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId004EFC60EA1C873970C593AF815D85B8DA2DB325B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D61B176FE3F53F68784C5968A7159407BC6A83E
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATLAS CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04653 E COTTON GIN LOOP STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850408835
ReturnHeader/PreparerPersonGrp/PhoneNum07196342815
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAY E GREEN
ReturnHeader/ReturnTs02018-05-08T19:07:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,390
Liabilities
$147,427
Net assets
$36,963
Revenue
$40
Expenses
$54,473
Net income
-$54,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.04$0.00$0.00$0.46$0.46
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$3.46$0.64$2.82
2017Detailed filing. Detailed filing data is available for this year.$1.84$1.47$0.37$0.00$0.54$0.54
2016Summary only. Only limited summary data is available for this year.$2.55$1.64$0.91$0.11$0.51$0.41
2015Summary only. Only limited summary data is available for this year.$2.98$1.66$1.32$5.60$5.87$0.27
2014Summary only. Only limited summary data is available for this year.$3.43$1.84$1.59$6.12$5.91$0.21
2013Summary only. Only limited summary data is available for this year.$3.36$1.99$1.38$5.13$5.55$0.42
2012Summary only. Only limited summary data is available for this year.$3.92$2.12$1.80$5.20$5.61$0.41
2011Summary only. Only limited summary data is available for this year.$4.52$2.31$2.21$7.12$6.88$0.24