Civic Intelligence

Andy K & Friends Charitable

EIN 86-1084185 • 501(c)3 • Pearl River, NY

Profile

To assist those who are in need in the local community.

175 Forest AvenuePearl River, NY 10965

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.06x

Higher debt load relative to assets than 83% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.10x

Higher debt load relative to revenue than 85% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

72%

Higher net margin than 90% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

95%

Faster asset growth than 88% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

8167%

Faster revenue growth than 99% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$84,993

Up $41,378 (+95%) from 2022

Liabilities

Up

$4,880

Up $4,880 from 2022

Net Assets

Up

$80,113

Up $36,498 (+84%) from 2022

Operations
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Up

$50,513

Up $49,902 (+8167%) from 2022

Expenses

Down

$14,015

Down $3,077 (-18%) from 2022

Net Income

Up

$36,498

Up $52,979 (+321%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $40,888Liabilities 2011: $0Net Assets 2011: $40,8882011Assets 2012: $100,986Liabilities 2012: $2,243Net Assets 2012: $98,7432012Assets 2013: $103,942Liabilities 2013: $3,601Net Assets 2013: $100,3412013Assets 2014: $89,965Liabilities 2014: $1,875Net Assets 2014: $88,0902014Assets 2015: $72,372Liabilities 2015: $0Net Assets 2015: $72,3722015Assets 2016: $113,712Liabilities 2016: $37,418Net Assets 2016: $76,2942016Assets 2017: $79,080Liabilities 2017: $17,955Net Assets 2017: $61,1252017Assets 2018: $49,946Liabilities 2018: $0Net Assets 2018: $49,9462018Assets 2019: $55,923Liabilities 2019: $0Net Assets 2019: $55,9232019Assets 2020: $54,020Liabilities 2020: $0Net Assets 2020: $54,0202020Assets 2021: $60,096Liabilities 2021: $0Net Assets 2021: $60,0962021Assets 2022: $43,615Liabilities 2022: $0Net Assets 2022: $43,6152022Assets 2023: $84,993Liabilities 2023: $4,880Net Assets 2023: $80,1132023

Highlighted filing

2023

Assets$84,993
Liabilities$4,880
Net Assets$80,113
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $277,605Expenses 2011: $271,610Net Income 2011: $5,9952011Revenue 2012: $360,770Expenses 2012: $302,915Net Income 2012: $57,8552012Revenue 2013: $385,727Expenses 2013: $384,129Net Income 2013: $1,5982013Revenue 2014: $180,124Expenses 2014: $192,375Net Income 2014: -$12,2512014Revenue 2015: $71,981Expenses 2015: $87,699Net Income 2015: -$15,7182015Revenue 2016: $61,523Expenses 2016: $57,601Net Income 2016: $3,9222016Revenue 2017: $38,592Expenses 2017: $53,761Net Income 2017: -$15,1692017Revenue 2018: $10,166Expenses 2018: $21,765Net Income 2018: -$11,5992018Revenue 2019: $43,514Expenses 2019: $42,826Net Income 2019: $6882019Revenue 2020: $4,559Expenses 2020: $9,264Net Income 2020: -$4,7052020Revenue 2021: $12,464Expenses 2021: $7,991Net Income 2021: $4,4732021Revenue 2022: $611Expenses 2022: $17,092Net Income 2022: -$16,4812022Revenue 2023: $50,513Expenses 2023: $14,015Net Income 2023: $36,4982023

Highlighted filing

2023

Revenue$50,513
Expenses$14,015
Net Income$36,498
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,993
Liabilities
$4,880
Net assets
$80,113
Revenue
$50,513
Expenses
$14,015
Net income
$36,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.05$0.80$0.51$0.14$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.05$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.44$0.43$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.10$0.22$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.18$0.61$0.39$0.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.37$0.76$0.62$0.58$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.72$0.88$0.16
2014Summary only. Only limited summary data is available for this year.$0.90$0.02$0.88$1.80$1.92$0.12
2013Summary only. Only limited summary data is available for this year.$1.04$0.04$1.00$3.86$3.84$0.02
2012Summary only. Only limited summary data is available for this year.$1.01$0.02$0.99$3.61$3.03$0.58
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$2.78$2.72$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$50,513
Mission and Program Overview

Mission

To assist those who are in need i nthe local community.

To assist those who are in need in the local community.

Program Services

DescriptionGrantsExpenses
UNABLE TO HOST A FUNDRAISER THIS YEAR, HOWEVER WE WERE ABLE TO DONATE $13,500 TO DESERVING PEOPLE.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES FORTESCUEPresident-$0--
WILLIAM FORTESCUEVice-President-$0--
KATEE FORTESCUETreasurer-$0--
HEATHER FORTESCUESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Andy K & Friends Charitable
EIN
86-1084185
Phone
8456273437
Address
175 FOREST AVENUE, PEARL RIVER, NY 10965

Signing Officer

Name
William Fortescue
Title
Vice President
Phone
8456273437
Signed
2024-02-15

Preparer

Firm
NEIL T O'SULLIVAN CPA PLLC
Address
38 SOUTH MAIN STREET, PEARL RIVER, NY 10965
Preparer
NEIL O'SULLIVAN
Phone
8457359502
Supplemental Narrative

Additional Explanations

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

“Description: INTEREST INCOME. Amount: 12. Description: DIVIDEND INCOME. Amount: 748. Total Included on Form 990-EZ, line 4: 760.”

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

“Description: DONATIONS. Amount: 13500. Description: SUPPLIES. Amount: 390. Total to Form 990-EZ, line 16: 13890.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: UNREALIZED LOSS. Beg. of Year Amount: 1343. End of Year Amount: 0.”

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

“Description: UNREALIZED GAIN. Beg. of Year Amount: 0. End of Year Amount: 4880.”

Raw XML Appendix168 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/BusinessNameLine1Txt0WILLIAM FORTESCUE
IRS990EZ/BooksInCareOfDetail/PhoneNum08456273437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0175 FOREST AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEARL RIVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010965
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042272
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt049753
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt036498
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084993
IRS990EZ/GrossReceiptsAmt050513
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0760
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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/PersonNm0JAMES FORTESCUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM FORTESCUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATEE FORTESCUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER FORTESCUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01343
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST THOSE WHO ARE IN NEED IN THE LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNABLE TO HOST A FUNDRAISER THIS YEAR, HOWEVER WE WERE ABLE TO DONATE $13,500 TO DESERVING PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04880
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014015
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050513
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0293
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02008
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98200
IRS990ScheduleA/PublicSupportPY170Pct00.97880
IRS990ScheduleA/PublicSupportTotal170Amt0109653
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043221
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109653
IRS990ScheduleA/TotalSupportAmt0111661
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 INCOME. Amount: 12. Description: DIVIDEND INCOME. Amount: 748. Total Included on Form 990-EZ, line 4: 760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: DONATIONS. Amount: 13500. Description: SUPPLIES. Amount: 390. Total to Form 990-EZ, line 16: 13890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: UNREALIZED LOSS. Beg. of Year Amount: 1343. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: UNREALIZED GAIN. Beg. of Year Amount: 0. End of Year Amount: 4880.
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 II, Line 24 - Other 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/PersonNm0WILLIAM FORTESCUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08456273437
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDY K & FRIENDS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANDY
ReturnHeader/Filer/EIN0861084185
ReturnHeader/Filer/PhoneNum08456273437
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 FOREST AVENUE
ReturnHeader/Filer/USAddress/CityNm0PEARL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010965
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264214417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEIL T O'SULLIVAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 SOUTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEARL RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010965
ReturnHeader/PreparerPersonGrp/PhoneNum08457359502
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEIL O'SULLIVAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-15T18:48:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORTESCUE
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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