Civic Intelligence

Daughters of the American Revolution Faith Trumbull Chapter

990 • Fiscal year 2019 • EIN 06-0662119

Mar 01, 2018 to Feb 28, 2019 • Filed on Jan 14, 2020

42 Rockwell StreetNorwich, CT 06360

(860) 887-8737

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$4,987

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,405,861

Up $399,125 (+40%) from 2018

Net Assets

Up

$1,405,861

Up $399,125 (+40%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$118,273

Up $59,758 (+102%) from 2018

Expenses

Up

$72,375

Up $21,108 (+41%) from 2018

Net Income

Up

$45,898

Up $38,650 (+533%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,238,082Liabilities 2011: $0Net Assets 2011: $1,238,0822011Assets 2012: $1,220,435Liabilities 2012: $0Net Assets 2012: $1,220,4352012Assets 2013: $1,262,753Liabilities 2013: $0Net Assets 2013: $1,262,7532013Assets 2014: $1,325,169Liabilities 2014: $0Net Assets 2014: $1,325,1692014Assets 2015: $1,321,598Liabilities 2015: $0Net Assets 2015: $1,321,5982015Assets 2016: $1,183,606Liabilities 2016: $0Net Assets 2016: $1,183,6062016Assets 2017: $1,340,492Liabilities 2017: $0Net Assets 2017: $1,340,4922017Assets 2018: $1,006,736Liabilities 2018: $0Net Assets 2018: $1,006,7362018Assets 2019: $1,405,861Liabilities 2019: $0Net Assets 2019: $1,405,8612019Assets 2020: $1,425,360Liabilities 2020: $0Net Assets 2020: $1,425,3602020Assets 2021: $1,630,080Liabilities 2021: $0Net Assets 2021: $1,630,0802021Assets 2022: $1,596,875Liabilities 2022: $0Net Assets 2022: $1,596,8752022Assets 2023: $1,587,644Liabilities 2023: $0Net Assets 2023: $1,587,6442023Assets 2024: $1,548,828Liabilities 2024: $0Net Assets 2024: $1,548,8282024Assets 2025: $1,596,928Liabilities 2025: $0Net Assets 2025: $1,596,9282025

Highlighted filing

2019

Assets$1,405,861
Liabilities$0
Net Assets$1,405,861

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $65,6532011Expenses 2012: $69,1292012Revenue 2013: $31,863Expenses 2013: $70,351Net Income 2013: -$38,4882013Revenue 2014: $43,252Expenses 2014: $76,728Net Income 2014: -$33,4762014Revenue 2015: $55,273Expenses 2015: $87,418Net Income 2015: -$32,1452015Revenue 2016: $49,313Expenses 2016: $62,649Net Income 2016: -$13,3362016Revenue 2017: $54,649Expenses 2017: $46,107Net Income 2017: $8,5422017Revenue 2018: $58,515Expenses 2018: $51,267Net Income 2018: $7,2482018Revenue 2019: $118,273Expenses 2019: $72,375Net Income 2019: $45,8982019Revenue 2020: $138,957Expenses 2020: $80,106Net Income 2020: $58,8512020Revenue 2021: $50,423Expenses 2021: $62,853Net Income 2021: -$12,4302021Revenue 2022: $165,382Expenses 2022: $86,162Net Income 2022: $79,2202022Revenue 2023: $0Expenses 2023: $9,231Net Income 2023: -$9,2312023Revenue 2024: $104,345Expenses 2024: $76,094Net Income 2024: $28,2512024Revenue 2025: $124,502Expenses 2025: $83,345Net Income 2025: $41,1572025

Highlighted filing

2019

Revenue$118,273
Expenses$72,375
Net Income$45,898
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jan 14, 2020
Return Version
2018v3.1
Gross Receipts
$264,869
Mission and Program Overview

Mission

To provide scholarships and awards to meretorious students and other good citizens; to conserve and maintain historic sites, artifacts, and records; and to perpetuate the memory of men and women who achieved American independence.

Volunteer women's service org. Dedicated to preserving american history, education and patriotism

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,006,736$1,405,861▲ $399,125
Investments in Publicly Traded Securities$832,030$1,231,369▲ $399,339
Land, Buildings, and Equipment, Net$172,181$165,923▼ $6,258
Cash and Non-Interest-Bearing Accounts$2,525$8,569▲ $6,044
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,006,736$1,405,861▲ $399,125
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,006,736$1,405,861▲ $399,125
Total Liabilities and Net Assets / Fund Balance$1,006,736$1,405,861▲ $399,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,938$140,967$297,905
Equipment$8,985$3,479$12,464
Compensation and Service Providers

Employees

NameTitleBaseTotal
Marianne Vanden BoutTreasurer$4,987$4,987

Board Members and Trustees

NameTitle
Kathy TateChaplin
Dawn PurwinisHistorian
Robin ElyLibrarian
Stephanie DavisRegent
Joan JenksRegistrar
Pamela MunroVice Regent/ Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$25,454
Program Service Revenue
$0
Investment Income
$92,819
Other Revenue
$0
All Other Contributions
$438
Change in Net Assets
$45,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,922
Salaries, Compensation, and Employee Benefits$6,929
Grants and Similar Amounts Paid$1,524
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$42,617--$42,617
Fees for Service Investment Mgmnt Fees-$7,351-$7,351
Insurance$7,033--$7,033
Current Officers, Directors, Trustees, and Key Employees$4,987--$4,987
Payments to Affiliates$2,780--$2,780
Fees for Services Accounting-$2,550-$2,550
Payroll Taxes$1,942--$1,942
Grants to Domestic Individuals$1,500--$1,500
Office Expenses$1,419--$1,419
Other Expenses$50--$50
Grants to Domestic Orgs$24--$24
Total Functional Expenses$62,474$9,901$0$72,375
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 A, Line 2

Stephanie davis, regent, and marianne vanden bout, treasurer, have a family relationship.

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

Each board member receives a copy of the form 990 for review. The form 990 is then voted on and approved by the board.

Form 990, Part VI, Section B, Line 15

Marianne vanden bout, the treasurer, is compensated by the organization for being the caretaker of the building and collections.

Form 990, Part VI, Section C, Line 19

Governing documents are made avialable to the public upon request.

Filing and Contact Details

Filer

Filer Name
Faith Trumbull Chapter
EIN
06-0662119
Phone
8608878737
Address
42 ROCKWELL STREET, NORWICH, CT 06360

Signing Officer

Name
Marianne Vanden Bout
Title
Treasurer
Phone
8608878737
Signed
2020-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marianne Vanden Bout
Formed
1893
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
6
Employees
1
Volunteers
8

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
100 GREAT MEADOW ROAD, WETHERSFIELD, CT 06109
Preparer
Thomas O Marien CPA Mba Cva
Phone
8602571870
Raw XML Appendix379 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE REGENT/ SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt3REGISTRAR
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1893. FROM THEN TO THE PRESENT TIME THE ORGANIZATION HAS ACQUIRED HISTORIC BUILDINGS AND ACCUMULATED COLLECTIONS OF HISTORIC ARTIFACTS. THE BUILDINGS ARE EXPENSIVE TO OWN AND REPAIR AS PERIOD MATERIALS AND PROCEDURES ARE USED. TO SUPPORT THESE BUILDINGS DONATIONS HAVE BEEN RECEIVED THAT WERE INVESTED. TOTAL PROGRAM EXPENSE FOR THESE BUILDINGS AMOUNTED TO $56,579. A BETTER THAN AVERAGE INVESTMENT RETURN RESULTED IN FALLING BELOW THE PUBLIC SUPPORT TEST. FUNDS ARE BEING SPENT ON BUILDING RENOVATION COSTS WHICH WILL REDUCE THE INVESTMENT EARNINGS AND FUTURE PROGRAMS WILL BE PUT IN PLACE TO ATTRACT MORE DONATIONS.
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31370
IRS990ScheduleA/PublicSupportTotal170Amt0120600
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020035
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120600
IRS990ScheduleA/TotalSupportAmt0384417
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0156938
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0140967
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0297905
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt08985
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03479
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012464
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0165923
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEPHANIE DAVIS, REGENT, AND MARIANNE VANDEN BOUT, TREASURER, HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990 FOR REVIEW. THE FORM 990 IS THEN VOTED ON AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARIANNE VANDEN BOUT, THE TREASURER, IS COMPENSATED BY THE ORGANIZATION FOR BEING THE CARETAKER OF THE BUILDING AND COLLECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVIALABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01006736
IRS990/TotalAssetsEOYAmt01405861
IRS990/TotalAssetsGrp/BOYAmt01006736
IRS990/TotalAssetsGrp/EOYAmt01405861
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025454
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09901
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062474
IRS990/TotalFunctionalExpensesGrp/TotalAmt072375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01006736
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01405861
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062474
IRS990/TotalReportableCompFromOrgAmt04987
IRS990/TotalRevenueGrp/ExclusionAmt092819
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118273
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01006736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01405861
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt042 ROCKWELL STREET
IRS990/USAddress/CityNm0NORWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006360
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNE VANDEN BOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08608878737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAITH TRUMBULL CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DAUGHTERS OF THE AMERICAN REVOLUTION INC
ReturnHeader/Filer/BusinessNameControlTxt0FAIT
ReturnHeader/Filer/EIN0060662119
ReturnHeader/Filer/PhoneNum08608878737
ReturnHeader/Filer/USAddress/AddressLine1Txt042 ROCKWELL STREET
ReturnHeader/Filer/USAddress/CityNm0NORWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D580CE8F4DF9CF1C4E1D4C421CBA802632E2A6BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.215.238.229
ReturnHeader/FilingSecurityInformation/IPDt02020-01-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:54:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 GREAT MEADOW ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WETHERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006109
ReturnHeader/PreparerPersonGrp/PhoneNum08602571870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS O MARIEN CPA MBA CVA
ReturnHeader/ReturnTs02020-01-15T09:10:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.12$0.08$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.10$0.08$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.00$0.01$0.01
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.60$0.00$1.60$0.17$0.09$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.05$0.06$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.14$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.07$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.06$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.05$0.05$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.06$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.08$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.03$0.07$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.07