NEW YORK STATE FINANCIAL AID ADMINISTRATORS ASSOCIATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NEW YORK STATE FINANCIAL AID ADMINISTRATORS ASSOCIATION INC (EIN 13-2836102)
Tax period
2011-07-01 to 2012-06-30
Filed
2014-05-14
IRS object ID
201401349349307870
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-14T17:24:44-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARCARA & BORCZYNSKIBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1424 MAIN ST STE 1806AddressLine1
CityBUFFALOCity
StateNYState
ZIP Code142023618ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN132836102EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NEW YORK STATE FINANCIAL AIDBusinessNameLine1
Business Name Line2ADMINISTRATORS ASSOCIATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNEWYNameControl
Phone5186088200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1424 MAIN STREET-1806 LIBERTY BLDGAddressLine1
CityBUFFALOCity
StateNYState
ZIP Code14202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICIA JOHNSONName
TitleTREASURERTitle
Phone5186088200Phone
Date Signed2014-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDIANE STRAKAName
Phone7168526681Phone
Date Prepared2014-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnXAmendedReturn
Name Of Principal Officer PersonJ SCOTT ATKINSON PRESIDENTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1C/O 424 MAIN ST-1806 LIBERTY BLDGAddressLine1
CityBUFFALOCity
StateNYState
ZIP Code14202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts423715GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NYSFAAA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1968YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO DEVELOP AND FACILITATE THE DEVELOPMENT OF A SKILLFULL, COMPETENT AND INVOLVED FINANCIAL AID PROFESSIONAL MEMBERSHIP.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year110855ContributionsGrantsPriorYear
Contributions Grants Current Year101215ContributionsGrantsCurrentYear
Program Service Revenue Prior Year141892ProgramServiceRevenuePriorYear
Program Service Revenue CY163621ProgramServiceRevenueCY
Investment Income Prior Year7379InvestmentIncomePriorYear
Investment Income Current Year15114InvestmentIncomeCurrentYear
Other Revenue Prior Year2778OtherRevenuePriorYear
Other Revenue Current Year1707OtherRevenueCurrentYear
Total Revenue Prior Year262904TotalRevenuePriorYear
Total Revenue Current Year281657TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year12500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY7500GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year186821OtherExpensePriorYear
Other Expenses Current Year247958OtherExpensesCurrentYear
Total Expenses Prior Year199321TotalExpensesPriorYear
Total Expenses Current Year255458TotalExpensesCurrentYear
Revenues Less Expenses Prior Year63583RevenuesLessExpensesPriorYear
Revenues Less Expenses CY26199RevenuesLessExpensesCY
Total Assets BOY669234TotalAssetsBOY
Total Assets EOY703485TotalAssetsEOY
Total Liabilities BOY63746TotalLiabilitiesBOY
Total Liabilities EOY96253TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY605488NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY607232NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO DEVELOP AND FACILITATE THE DEVELOPMENT OF A SKILLFULL, COMPETENT AND INVOLVED FINANCIAL AID PROFESSIONAL MEMBERSHIP.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense123135Expense
DescriptionATTENDED CONFERENCES AND TRAINING SESSIONS TO LEARN HOW TO INSTRUCT FINANCIAL AID ADMINISTRATORS FROM ACROSS NEW YORK STATE ON VARIOUS AREAS INCLUDING FINANCIAL AID GUIDELINES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense14650Expense
Revenue6500Revenue
DescriptionSCHOLARSHIP PROGRAM - GEAR UPDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense12515Expense
Revenue10000Revenue
DescriptionCOLLEGE GOAL SUNDAY - PROVIDED AN OPPORTUNITY FOR STUDENTS, PARENTS, AND GUARDIANS TO OBTAIN FREE AND PROFESSIONAL ASSISTANCE IN COMPLETING FINANCIAL AID APPLICATION FORMS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense7600Expense
Grants7500Grants
DescriptionSCHOLARSIHPS AND NEW YORK STATE FAIR EXHIBITDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp7600TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt7500TotalOfOtherProgramServiceGrnt
Total Program Service Expense157900TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPATRICIA JOHNSONNamePerson
Telephone Number3154431513TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15459 PEBBLE BEACH DRIVEAddressLine1
CityCAMILLUSCity
StateNYState
ZIP Code13031ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DANIEL M TRAMUTA
PRESIDENT20.00XX000
CURTIS C GAUME
PAST PRESIDE5.00XX000
CLAIR JACOBI
1ST VICE PRE5.00XX000
HOWARD LESLIE
2ND VICE PRE5.00XX000
GINA M SOLIZ
SECRETARY5.00XX000
STEVEN W DWIRE
TREASURER10.00XX000
WAYNE R HAREWOOD III
PAST TREASUR5.00XX000
RACHEL BARKER
EXECUTIVE CO1.00X000
RICK D COLE
EXECUTIVE CO1.00X000
JACKIE M DARQUEA
EXECUTIVE CO1.00X000
BRYAN KELLY
EXECUTIVE CO1.00X000
DANIEL ROBINSON
EXECUTIVE CO1.00X000
MARIA DELNNOCENTIIS
EXECUTIVE CO1.00X000
RAFAEL VILLALONA
EXECUTIVE CO1.00X000
SHALENA R DUPREY
EXECUTIVE CO1.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues84715MembershipDues
All Other Contributions16500AllOtherContributions
Total Contributions101215TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONFERENCE REVENUE900099148860148860
SPONSORSHIPS90009978007800
REGIONAL ACTIVITIES90009969616961
FieldValueIRS element (for citing)
Total Program Service Revenue163621TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7127TotalRevenueColumn
Exclusion$7,127ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities150045Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities142058Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities7987Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7987TotalRevenueColumn
Exclusion$7,987ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column1707TotalRevenueColumn
Related Or Exempt Function Income1707RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1707TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column281657TotalRevenueColumn
Related Or Exempt Function Income165328RelatedOrExemptFunctionIncome
Exclusion$15,114ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total7500Total
Program Services7500ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total25069Total
Management And General25069ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total5829Total
Management And General5829ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3323Total
Management And General3323ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5933Total
Management And General5933ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total134139Total
Program Services123135ProgramServices
Management And General11004ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
EXECUTIVE COUNCIL3105631056
REGIONAL ACTIVITY1510415104
GEAR UP1465014650
COLLEGE GOAL SUNDAY1251512515

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total340Total
Program Services100ProgramServices
Management And General240ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total255458Total
Program Services157900ProgramServices
Management And General97558ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY261791BOY
EOY304502EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY521BOY
EOY6760EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY127BOY
EOY635EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY406795BOY
EOY391588EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY669234BOY
EOY703485EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY54716BOY
EOY89193EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY9030BOY
EOY7060EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY63746BOY
EOY96253EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY463575BOY
EOY481638EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY141913BOY
EOY125594EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY605488BOY
EOY607232EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY669234BOY
EOY703485EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses26199ReconcilationRevenueExpenses
Reconcilation Other Changes-24455ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years152083CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years159544CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years130891CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year110855CurrentTaxYearMinus1Year
Current Tax Year101215CurrentTaxYear
Total654588Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years255870CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years204104CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years169560CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year141892CurrentTaxYearMinus1Year
Current Tax Year165328CurrentTaxYear
Total936754Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years407953CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years363648CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years300451CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year252747CurrentTaxYearMinus1Year
Current Tax Year266543CurrentTaxYear
Total1591342Total
FieldValueIRS element (for citing)
Public Support Total5091591342PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11203CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8241CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8212CurrentTaxYearMinus1Year
Current Tax Year7127CurrentTaxYear
Total44283Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11203CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9500CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8241CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8212CurrentTaxYearMinus1Year
Current Tax Year7127CurrentTaxYear
Total44283Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years458CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years15248CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10378CurrentTaxYearMinus1Year
Total26084Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years419156CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years373606CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years323940CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year271337CurrentTaxYearMinus1Year
Current Tax Year273670CurrentTaxYear
Total1661709Total
FieldValueIRS element (for citing)
Public Support Percentage5090.95770PublicSupportPercentage509
Prior Year Support Percentage0.97720PriorYearSupportPercentage
Investment Income Percentage0.03000InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.02000PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR
Total Revenue281657TotalRevenue
Total Expenses255458TotalExpenses
Excess Or Deficit For Year26199ExcessOrDeficitForYear
Net Unrealized GL On Investments-24455NetUnrealizedGLOnInvestments
Total Adjustments-24455TotalAdjustments
Excess Or Deficit Per FS1744ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt251373TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-24455NetUnrealizedGainsInvestments
Revenue Not Rptd F990-24455RevenueNotRptdF990
Revenue Subtotal275828RevenueSubtotal
Investment Expenses Not Included5829InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt5829RevenueNotRptdOnFinStmt
Total Revenue Per Form990281657TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt249629TotExpensesEtcAuditedFinclStmt
Expenses Subtotal249629ExpensesSubtotal
Investment Expenses Not Included25829InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt5829ExpensesNotRptdOnFinStmt
Total Expenses Per Form990255458TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierLIABILITY UNDER FIN 48 FOOTNOTEIdentifier
Return ReferenceSCHEDULE D, PAGE 3, PART XReturnReference
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO DECEMBER 31, 2009.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantEDUCATIONAL SCHOLARSHIPSTypeOfGrant
Amount Of Cash Grant7500AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationCHECKS ARE PAID TO THE ORDER OF THE SCHOLARSHIP RECIPIENT AS WELL AS THE COLLEGE OR UNIVERSITY OF ATTENDANCE WITHIN THE UNITED STATES.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
AMENDED RETURN EXPLANATIONFORM 990, PAGE 1, ITEM BTHE AUDITED FINANCIAL STATEMENTS WERE NOT COMPLETED AS OF THE EXTENDED DUE DATE OF THE RETURN. FORM 990 IS AMENDED TO REPORT THE AUDITED FINANCIAL STATEMENT NUMBERS.
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DSCHOLARSIHPS AND NEW YORK STATE FAIR EXHIBIT
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE TREASURER REVIEWS FORM 990 PRIOR TO FILING AND IT IS AVAILABLE TO THE WHOLE BOARD FOR REVIEW.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.

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