Civic Intelligence

Lockwood-Mathews Foundation Inc

EIN 03-0418655 • 501(c)3 • New Canaan, CT

Profile

Provide funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving the historical landmark Lockwood-Mathews Mansion

45 Holly RdNew Canaan, CT 06840-6406

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-585%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-4.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-68%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$253,605

Down $5,440 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$253,605

Down $5,440 (-2.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

Up

$9,740

Up $7,527 (+340%) from 2023

Expenses

Up

$15,180

Up $15 (+0.1%) from 2023

Net Income

Up

-$5,440

Up $7,512 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2010: $262,846Liabilities 2010: $0Net Assets 2010: $262,8462010Assets 2011: $266,540Liabilities 2011: $0Net Assets 2011: $266,5402011Assets 2012: $265,716Liabilities 2012: $0Net Assets 2012: $265,7162012Assets 2013: $278,260Liabilities 2013: $0Net Assets 2013: $278,2602013Assets 2014: $287,154Liabilities 2014: $0Net Assets 2014: $287,1542014Assets 2015: $298,057Liabilities 2015: $0Net Assets 2015: $298,0572015Assets 2016: $283,337Liabilities 2016: $0Net Assets 2016: $283,3372016Assets 2017: $289,556Liabilities 2017: $0Net Assets 2017: $289,5562017Assets 2018: $284,882Liabilities 2018: $0Net Assets 2018: $284,8822018Assets 2019: $290,795Liabilities 2019: $0Net Assets 2019: $290,7952019Assets 2020: $285,851Liabilities 2020: $0Net Assets 2020: $285,8512020Assets 2021: $280,306Liabilities 2021: $0Net Assets 2021: $280,3062021Assets 2022: $271,997Liabilities 2022: $0Net Assets 2022: $271,9972022Assets 2023: $259,045Liabilities 2023: $0Net Assets 2023: $259,0452023Assets 2024: $253,605Liabilities 2024: $0Net Assets 2024: $253,6052024

Highlighted filing

2024

Assets$253,605
Liabilities$0
Net Assets$253,605
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$40K$20K$0-$20KRevenue 2010: $39,460Expenses 2010: $35,849Net Income 2010: $3,6112010Revenue 2011: $25,964Expenses 2011: $22,270Net Income 2011: $3,6942011Revenue 2012: $16,507Expenses 2012: $17,331Net Income 2012: -$8242012Revenue 2013: $33,105Expenses 2013: $20,561Net Income 2013: $12,5442013Revenue 2014: $27,205Expenses 2014: $18,311Net Income 2014: $8,8942014Revenue 2015: $26,228Expenses 2015: $15,325Net Income 2015: $10,9032015Revenue 2016: $680Expenses 2016: $15,400Net Income 2016: -$14,7202016Revenue 2017: $21,544Expenses 2017: $15,325Net Income 2017: $6,2192017Revenue 2018: $10,651Expenses 2018: $15,325Net Income 2018: -$4,6742018Revenue 2019: $21,233Expenses 2019: $15,320Net Income 2019: $5,9132019Revenue 2020: $10,369Expenses 2020: $15,313Net Income 2020: -$4,9442020Revenue 2021: $9,630Expenses 2021: $15,175Net Income 2021: -$5,5452021Revenue 2022: $6,949Expenses 2022: $15,258Net Income 2022: -$8,3092022Revenue 2023: $2,213Expenses 2023: $15,165Net Income 2023: -$12,9522023Revenue 2024: $9,740Expenses 2024: $15,180Net Income 2024: -$5,4402024

Highlighted filing

2024

Revenue$9,740
Expenses$15,180
Net Income-$5,440
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,605
Liabilities
$0
Net assets
$253,605
Revenue
$9,740
Expenses
$15,180
Net income
-$5,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.02$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.10$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.11$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.22$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.01$0.15$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.27$0.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.33$0.21$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$0.17$0.17$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.26$0.22$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.39$0.36$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$18,082
Mission and Program Overview

Mission

Provide funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving the historical landmark Lockwood-Mathews Mansion

Program Services

DescriptionGrantsExpenses
Provided funding to the Lockwood-Mathews Mansion Museum, Inc to support it's mission of preserving and restoring the historical landmark Lockwood-Mathews Mansion.$14,400$14,400
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane D PerkinsChairman Of Board-$0--
David GodfreyDirector-$0--
George A PerkinsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lockwood-Mathews Foundation Inc
EIN
03-0418655
Phone
2039726852
Address
45 Holly Rd, New Canaan, CT 06840-6406

Signing Officer

Name
Jane Perkins
Title
Chairman of the Board
Phone
2039726852
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Capossela Cohen LLC
Address
368 Center Street, Southport, CT 06890
Preparer
Nathaniel S Yordon CPA
Phone
2032547000
Supplemental Narrative

Additional Explanations

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

“Description: Interest. Amount: 14. Description: Dividends. Amount: 10,375. Total Included on Form 990-EZ, line 4: 10,389.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: . Grantee Name: Lockwood Mathews Mansion Museum. Grantee Address: 295 West Avenue Norwalk, CT 06850. Grantee Relationship: Affiliate. Property Description: Cash. Amount Given: 14,400.”

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

“Description: Miscellaneous fees. Amount: 180.”

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

“Description: Investments. Beg. of Year Amount: 257,236. End of Year Amount: 248,893.”

Raw XML Appendix237 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Lockwood Mathews Mansion Museum. Grantee Address: 295 West Avenue Norwalk, CT 06850. Grantee Relationship: Affiliate. Property Description: Cash. Amount Given: 14,400.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Investments. Beg. of Year Amount: 257,236. End of Year Amount: 248,893.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0030418655
ReturnHeader/Filer/PhoneNum02039726852
ReturnHeader/Filer/USAddress/AddressLine1Txt045 Holly Rd
ReturnHeader/Filer/USAddress/CityNm0New Canaan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068406406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061415579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capossela Cohen LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0368 Center Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Southport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006890
ReturnHeader/PreparerPersonGrp/PhoneNum02032547000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathaniel S Yordon CPA
ReturnHeader/ReturnTs02025-05-08T01:03:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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