Civic Intelligence

Lockwood-Mathews Foundation Inc.

990EZ • Fiscal year 2017 • EIN 03-0418655

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

45 Holly RdNew Canaan, CT 06840-6406

(203) 972-6852

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

83rd percentile

29%

Higher net margin than 83% 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

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

100th percentile

3068%

Faster revenue growth than 100% of similar nonprofits.

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

Assets

Up

$289,556

Up $6,219 (+2.2%) from 2016

Net Assets

Up

$289,556

Up $6,219 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$21,544

Up $20,864 (+3068%) from 2016

Expenses

Down

$15,325

Down $75 (-0.5%) from 2016

Net Income

Up

$6,219

Up $20,939 (+142%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$289,556
Liabilities$0
Net Assets$289,556

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$21,544
Expenses$15,325
Net Income$6,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$63,630
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane D PerkinsChairman Of Board-$0--
Consuelo M NussbaumSecretary-$0--
David GodfreyDirector-$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
2018-05-01
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: 1,601. Description: Dividends. Amount: 9,060. Total Included on Form 990-EZ, line 4: 10,661.

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: Conferences and meetings. Amount: 125. Description: Miscellaneous fees. Amount: 50. Total to Form 990-EZ, line 16: 175.

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

Description: Investments. Beg. of Year Amount: 236,163. End of Year Amount: 267,085.

Raw XML Appendix241 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02039726852
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Canaan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006840
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Godfrey
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014400
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt052969
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015325
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IRS990EZ/TotalRevenueAmt021544
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0925
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt09736
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt010623
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt09960
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt09960
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt09030
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt09960
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt09960
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt015325
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt015325
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01150
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt011110
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt016475
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt015325
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt01150
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt011110
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0925
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt014400
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt014400
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt015325
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization corresponds and meets with the board of the supported organization on a regular basis.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2:
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt014400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 1,601. Description: Dividends. Amount: 9,060. Total Included on Form 990-EZ, line 4: 10,661.
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Conferences and meetings. Amount: 125. Description: Miscellaneous fees. Amount: 50. Total to Form 990-EZ, line 16: 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Investments. Beg. of Year Amount: 236,163. End of Year Amount: 267,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Perkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman of the Board
ReturnHeader/BusinessOfficerGrp/PhoneNum02039726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lockwood-Mathews Foundation Inc
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F9C43AB7A6F4CE8DB9D0D4061AE9BB4CE7E716A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C2DC2D507E846D30F50B274169A393FB3DF707D4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.89.170.50
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:45:52
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/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathaniel S Yordon CPA
ReturnHeader/ReturnTs02018-05-08T14:11:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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