Civic Intelligence

Warburton Chapel Trustees

990 • Fiscal year 2019 • EIN 06-0646928

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

60 Gold StreetHartford, CT 06103

(860) 249-5631

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

41st percentile

0.6%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$68,117

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 68.8% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$696,238

Up $546 (+0.1%) from 2018

Net Assets

Up

$696,238

Up $546 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$99,002

Up $2,710 (+2.8%) from 2018

Expenses

Up

$98,456

Up $4,620 (+4.9%) from 2018

Net Income

Down

$546

Down $1,910 (-78%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $685,916Liabilities 2010: $0Net Assets 2010: $685,9162010Assets 2011: $685,175Liabilities 2011: $0Net Assets 2011: $685,1752011Assets 2012: $686,724Liabilities 2012: $0Net Assets 2012: $686,7242012Assets 2013: $685,625Liabilities 2013: $0Net Assets 2013: $685,6252013Assets 2014: $688,614Liabilities 2014: $0Net Assets 2014: $688,6142014Assets 2015: $690,437Liabilities 2015: $0Net Assets 2015: $690,4372015Assets 2016: $692,247Liabilities 2016: $0Net Assets 2016: $692,2472016Assets 2017: $693,236Liabilities 2017: $0Net Assets 2017: $693,2362017Assets 2018: $695,692Liabilities 2018: $0Net Assets 2018: $695,6922018Assets 2019: $696,238Liabilities 2019: $0Net Assets 2019: $696,2382019Assets 2020: $694,755Liabilities 2020: $0Net Assets 2020: $694,7552020Assets 2021: $713,481Liabilities 2021: $0Net Assets 2021: $713,4812021Assets 2022: $726,798Liabilities 2022: $0Net Assets 2022: $726,7982022Assets 2023: $736,053Liabilities 2023: $0Net Assets 2023: $736,0532023Assets 2024: $2,047,547Liabilities 2024: $0Net Assets 2024: $2,047,5472024

Highlighted filing

2019

Assets$696,238
Liabilities$0
Net Assets$696,238

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $83,2752010Expenses 2011: $84,5282011Expenses 2012: $82,7162012Revenue 2013: $83,349Expenses 2013: $84,448Net Income 2013: -$1,0992013Revenue 2014: $89,282Expenses 2014: $86,293Net Income 2014: $2,9892014Revenue 2015: $92,588Expenses 2015: $90,765Net Income 2015: $1,8232015Revenue 2016: $95,505Expenses 2016: $93,695Net Income 2016: $1,8102016Revenue 2017: $94,877Expenses 2017: $93,888Net Income 2017: $9892017Revenue 2018: $96,292Expenses 2018: $93,836Net Income 2018: $2,4562018Revenue 2019: $99,002Expenses 2019: $98,456Net Income 2019: $5462019Revenue 2020: $96,039Expenses 2020: $97,522Net Income 2020: -$1,4832020Revenue 2021: $116,820Expenses 2021: $98,094Net Income 2021: $18,7262021Revenue 2022: $107,787Expenses 2022: $94,470Net Income 2022: $13,3172022Revenue 2023: $109,451Expenses 2023: $100,196Net Income 2023: $9,2552023Revenue 2024: $110,465Expenses 2024: $110,489Net Income 2024: -$242024

Highlighted filing

2019

Revenue$99,002
Expenses$98,456
Net Income$546
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Gross Receipts
$99,002
Mission and Program Overview

Mission

The organization's primary exempt purpose is to support charitable, religious, and educational purposes in the state of Connecticut.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$623,446$623,446→ $0
Land, Buildings, and Equipment, Net$45,282$45,282→ $0
Savings and Temporary Cash Investments$23,887$24,189▲ $302
Cash and Non-Interest-Bearing Accounts$3,077$3,321▲ $244
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$695,692$696,238▲ $546
Other Assets Total$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$695,692$696,238▲ $546
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$695,692$696,238▲ $546
Total Liabilities and Net Assets / Fund Balance$695,692$696,238▲ $546

Asset Categories

AssetBook ValueDepreciationBasis
Land$45,282-$45,282
Buildings$0$0$0
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Rochelle StackhouseTrustee-$68,117$68,117
Nancy T MacleanTrustee$4,000$15,000$19,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$26,523
Program Service Revenue
$0
Investment Income
$72,479
Other Revenue
$0
All Other Contributions
$6,953
Change in Net Assets
$546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,999
Other Expenses$9,457
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$88,999--$88,999
Fees for Services Other$4,000--$4,000
Insurance$3,600--$3,600
Other Expenses$1,752$0$0$1,752
Fees for Services Accounting-$85-$85
Office Expenses-$20-$20
Total Functional Expenses$98,351$105$0$98,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Church of ChristHartford, CT501(c)(3)Religious education for staff, curriculum, and program expenses -$17,850; Music program for staff and public concerts in Hartford - $5,175; Warburton Choral Scholar stipends for local students in music program and presentations in Hartford - $8,700; Warburton Director of Outreach Ministries salary support for Social Worker coordinating member activities, services, and programs addressing needs in the City of Hartford - $33,500; Youth Opportunity programs - $174$65,399
Hands On HartfordHartford, CT501(c)(3)MANNA Programs for community meals, advocacy, nutrition programs, and assistance for families in need - $18,000$18,000
Center Church Camp Asto WamahColumbia, CT501(c)(3)Scholarships for inner city children from Hartford, CT - $4,000; Support of general maintenance of camp facilities - $1,000$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 and associated schedules are reviewed by the Treasurer and one other Trustee prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents and financial documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Warburton Chapel Trustees
EIN
06-0646928
Phone
8602495631
Address
60 Gold Street, Hartford, CT 06103

Signing Officer

Name
William Gourlie
Title
Treasurer
Phone
8605037719
Signed
2020-05-01

Organization Details

Principal Officer
William R Gourlie
Formed
1866
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 11

All securities are held in a consolidated account with First Church of Christ (Hartford, CT) at Fidelity/National Financial Services. There is no individual breakdown of the assets by security for Warburton Chapel available in the account. The approximate market value, representing Warburton Chapel Trustees share, as of December 31, 2019 totals $1,626,615.

Raw XML AppendixShowing 400 of 621 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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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt074286
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt063143
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt063143
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt063143
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt053993
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt067300
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt067300
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0(A) Camp Asto Wamah other support: Utilities, maintenance, supervision, and insurance related to use of Warburton property for Camp activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trustees of the Warburton Chapel were incorporated by the Connecticut General Assembly in 1866, when several members of the First Church Christ in Hartford (Center Church) donated funds "for the purpose of erecting and maintaining a chapel, and of sustaining a mission sabbath school and religious service in the city of Hartford." This charter was amended in 1947 to "increase the amount of property that may be held by the Corporation and to assure such property be held exclusively and perpetually for educational, religious and charitable purposes." Although the original Chapel building is no longer in existence, the Trustees of the Warburton Chapel continue to support First Church in its education, mission, outreach, and social justice ministries. Direct grants and other support are given to the church and to closely related organizations with which it partners.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Trustees of Warburton Chapel are elected from the membership of First Church of Christ. The minister of the church and the director of the Church Camp serve as Trustees, ensuring significant input from the supported organizations in the use of income and assets. The supported organizations make known each year their priorities and needs, and funds are disbursed during the year to assist them in meeting their goals in line with the objectives of the Trust. The invested assets of the Warburton Trust are managed together with the Restricted Endowment of First Church by a Joint Investment Committee, so there is a common investment policy for the supporting and supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Distributions to First Church of Christ in Hartford. As noted above, members and leaders of the church serve as Trustees of the supporting organization formed to extend and support its programs over 150 years ago. A joint investment committee and inclusion of a report from the Warburton Trustees in the Annual Report of the Church are further indications of attentiveness and responsiveness. The distributions to First Church provide major support to the education, outreach, and social justice programs without which they could not continue.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 12h Table
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part V, Section D, Line 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01584315
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01566156
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt027026
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt026482
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01557289
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01539674
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt054619
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt053993
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.11$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.11$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.12$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.10$0.00
2018Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.10$0.09$0.00
2017Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.09$0.09$0.00
2016Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.10$0.09$0.00
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.09$0.09$0.00
2014Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.08$0.08$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.08