Civic Intelligence

Lockwood-Mathews Foundation Inc.

990EZ • Fiscal year 2020 • EIN 03-0418655

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization ProfileN/A
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-48%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.7%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-51%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$285,851

Down $4,944 (-1.7%) from 2019

Net Assets

Down

$285,851

Down $4,944 (-1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin13th percentile

Revenue

Down

$10,369

Down $10,864 (-51%) from 2019

Expenses

Down

$15,313

Down $7 (-0.0%) from 2019

Net Income

Down

-$4,944

Down $10,857 (-184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2020

Assets$285,851
Liabilities$0
Net Assets$285,851
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

2020

Revenue$10,369
Expenses$15,313
Net Income-$4,944
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.1
Gross Receipts
$10,369
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane D PerkinsChairman Of Board-$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
2021-04-22
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: 1,855. Description: Dividends. Amount: 8,504. Total Included on Form 990-EZ, line 4: 10,359.”

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: 163.”

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

“Description: Investments. Beg. of Year Amount: 244,917. End of Year Amount: 277,728.”

Raw XML Appendix234 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0163
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014400
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt010
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0913
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt09456
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt012929
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt012929
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt010990
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt010990
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt010990
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt09858
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt010990
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt010990
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt015313
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt015313
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt016194
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt015320
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt011864
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt031507
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt015313
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt015320
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0874
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt027184
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0913
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt014400
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt010990
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt014400
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt015313
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
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
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/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt027719
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0258230
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt04289
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt09858
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014400
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt014400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 1,855. Description: Dividends. Amount: 8,504. Total Included on Form 990-EZ, line 4: 10,359.
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: Miscellaneous fees. Amount: 163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Investments. Beg. of Year Amount: 244,917. End of Year Amount: 277,728.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Perkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman of the Board
ReturnHeader/BusinessOfficerGrp/PhoneNum02039726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
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/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/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathaniel S Yordon CPA
ReturnHeader/ReturnTs02021-05-03T16:12:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jane
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Perkins
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,851
Liabilities
$0
Net assets
$285,851
Revenue
$10,369
Expenses
$15,313
Net income
-$4,944
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