Civic Intelligence

The Stone Trust Corporation

EIN 06-0552923 • Madison, CT

44 Cherry LaneMadison, CT 06443
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

71%

Higher net margin than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

45%

Faster revenue growth than 79% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$10,766,489

Up $1,289,349 (+14%) from 2023

Liabilities

Up

$5,783

Up $5,783 from 2023

Net Assets

Up

$10,760,706

Up $1,283,566 (+14%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin92nd percentile

Revenue

Up

$1,076,766

Up $336,204 (+45%) from 2023

Expenses

Up

$317,118

Up $4,062 (+1.3%) from 2023

Net Income

Up

$759,648

Up $332,142 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,821,599Liabilities 2011: $14,6492011Assets 2012: $4,806,053Liabilities 2012: $13,4372012Assets 2013: $4,897,465Liabilities 2013: $8,735Net Assets 2013: $4,888,7302013Assets 2014: $5,619,120Liabilities 2014: $8,189Net Assets 2014: $5,610,9312014Assets 2015: $5,431,655Liabilities 2015: $5,283Net Assets 2015: $5,426,3722015Assets 2016: $5,597,441Liabilities 2016: $5,283Net Assets 2016: $5,592,1582016Assets 2017: $6,111,566Liabilities 2017: $4,602Net Assets 2017: $6,106,9642017Assets 2018: $6,329,873Liabilities 2018: $0Net Assets 2018: $6,329,8732018Assets 2019: $6,435,628Liabilities 2019: $0Net Assets 2019: $6,435,6282019Assets 2020: $8,659,997Liabilities 2020: $0Net Assets 2020: $8,659,9972020Assets 2021: $10,073,997Liabilities 2021: $52Net Assets 2021: $10,073,9452021Assets 2022: $8,865,609Liabilities 2022: $4,095Net Assets 2022: $8,861,5142022Assets 2023: $9,477,140Liabilities 2023: $0Net Assets 2023: $9,477,1402023Assets 2024: $10,766,489Liabilities 2024: $5,783Net Assets 2024: $10,760,7062024

Latest loaded filing

2024

Assets$10,766,489
Liabilities$5,783
Net Assets$10,760,706
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $529,869Expenses 2011: $280,288Net Income 2011: $249,5812011Revenue 2012: $1,587,566Expenses 2012: $288,633Net Income 2012: $1,298,9332012Revenue 2013: $588,567Expenses 2013: $301,526Net Income 2013: $287,0412013Revenue 2014: $1,301,385Expenses 2014: $335,384Net Income 2014: $966,0012014Revenue 2015: $270,500Expenses 2015: $262,526Net Income 2015: $7,9742015Revenue 2016: $233,676Expenses 2016: $260,816Net Income 2016: -$27,1402016Revenue 2017: $670,918Expenses 2017: $265,069Net Income 2017: $405,8492017Revenue 2018: $354,943Expenses 2018: $263,551Net Income 2018: $91,3922018Revenue 2019: $347,442Expenses 2019: $236,151Net Income 2019: $111,2912019Revenue 2020: $2,274,644Expenses 2020: $293,338Net Income 2020: $1,981,3062020Revenue 2021: $376,541Expenses 2021: $332,891Net Income 2021: $43,6502021Revenue 2022: $514,820Expenses 2022: $245,862Net Income 2022: $268,9582022Revenue 2023: $740,562Expenses 2023: $313,056Net Income 2023: $427,5062023Revenue 2024: $1,076,766Expenses 2024: $317,118Net Income 2024: $759,6482024

Latest loaded filing

2024

Revenue$1,076,766
Expenses$317,118
Net Income$759,648
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$1.08$0.32$0.76
2023Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.74$0.31$0.43
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.86$0.51$0.25$0.27
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.38$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$2.27$0.29$1.98
2019Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.35$0.24$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.35$0.26$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.67$0.27$0.41
2016Detailed filing. Detailed filing data is available for this year.$5.60$0.01$5.59$0.23$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.01$5.43$0.27$0.26$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.62$0.01$5.61$1.30$0.34$0.97
2013Detailed filing. Detailed filing data is available for this year.$4.90$0.01$4.89$0.59$0.30$0.29
2012Summary only. Only limited summary data is available for this year.$4.81$0.01$1.59$0.29$1.30
2011Summary only. Only limited summary data is available for this year.$2.82$0.01$0.53$0.28$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 23, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HULLARPresident-$0--
EDWARD BARLOWPresident Emeritus-$0--
JAMES GREERPresident Emeritus-$0--
EVAN WAXVice President, Treasurer-$0--
SELENE OHVice President, Secretary-$0--
AARON ZELINSKYVice President-$0--
CAMILLE CHWALEKVice President-$0--
DOUGLAS HAUSLADENVice President-$0--
EMILY BAKEMEIERVice President-$0--
GREGORY MAROUARDBoard Member-$0--
CHRISTIAN JENSENBoard Member-$0--
COLESON BRUCEBoard Member-$0--
ELIZABETH BARLOWBoard Member-$0--
HARRY OLIVAR JRBoard Member-$0--
HENRY LOUIS GATES JRBoard Member-$0--
ISABEL ELLIMANBoard Member-$0--
J LLOYD SUTTLEBoard Member-$0--
JOHN CONNELLYBoard Member-$0--
JONATHAN DACHBoard Member-$0--
LOUIS POLK JRBoard Member-$0--
MARIZA SCOTCHBoard Member-$0--
PENELOPE LAURANSBoard Member-$0--
ROLAND THOMFORDEBoard Member-$0--
SHEILA FORD HAMPBoard Member-$0--
WILLIAM CROWLEY ESQBoard Member-$0--
WILLIAM LIGHTENBoard Member-$0--
NADINE MOELLERBoard Member-$0--
PAUL CINCOBoard Member-$0--
JON WALLSBoard Member-$0--
ADHYA BEESAMBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Stone Trust Corporation
EIN
06-0552923
Phone
2033027300
Address
44 CHERRY LANE, MADISON, CT 06443

Signing Officer

Name
Evan Wax
Title
Treasurer
Phone
2033027300
Signed
2026-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Beers Hamerman Cohen & Burger Pc
Address
234 CHURCH STREET, NEW HAVEN, CT 06510
Preparer
Sharon Brune
Phone
2037876527
Raw XML AppendixShowing 400 of 1,501 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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