Civic Intelligence

Kellogg Fe Osborne-Ct St D E P

990 • Fiscal year 2019 • EIN 06-0727937

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 23, 2020

Organization ProfileN/A
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$90,067

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

$13,647,927

No earlier filing loaded for comparison.

Net Assets

$13,647,927

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

$833,087

No earlier filing loaded for comparison.

Expenses

$600,552

No earlier filing loaded for comparison.

Net Income

$232,535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2019: $13,647,927Liabilities 2019: $0Net Assets 2019: $13,647,9272019Assets 2020: $13,493,867Liabilities 2020: $0Net Assets 2020: $13,493,8672020Assets 2021: $14,284,337Liabilities 2021: $0Net Assets 2021: $14,284,3372021Assets 2022: $14,318,851Liabilities 2022: $0Net Assets 2022: $14,318,8512022Assets 2023: $14,465,170Liabilities 2023: $0Net Assets 2023: $14,465,1702023Assets 2024: $15,396,502Liabilities 2024: $0Net Assets 2024: $15,396,5022024

Highlighted filing

2019

Assets$13,647,927
Liabilities$0
Net Assets$13,647,927
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $833,087Expenses 2019: $600,552Net Income 2019: $232,5352019Revenue 2020: $463,106Expenses 2020: $614,525Net Income 2020: -$151,4192020Revenue 2021: $1,435,856Expenses 2021: $643,496Net Income 2021: $792,3602021Revenue 2022: $805,236Expenses 2022: $771,711Net Income 2022: $33,5252022Revenue 2023: $824,415Expenses 2023: $708,290Net Income 2023: $116,1252023Revenue 2024: $1,664,699Expenses 2024: $784,875Net Income 2024: $879,8242024

Highlighted filing

2019

Revenue$833,087
Expenses$600,552
Net Income$232,535
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 23, 2020
Return Version
2019v5.0
Gross Receipts
$4,169,324
Mission and Program Overview

Mission

To pay net income to the ct department of environmental protection

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,448,229$13,647,927▲ $199,698
Investments in Publicly Traded Securities$13,090,323$12,894,845▼ $195,478
Savings and Temporary Cash Investments$357,906$753,082▲ $395,176
Total Assets$13,448,229$13,647,927▲ $199,698
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,448,229$13,647,927▲ $199,698
Total Liabilities and Net Assets / Fund Balance$13,448,229$13,647,927▲ $199,698
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$90,067$90,067
Laura DonahueCo-trustee$15,000$15,000
Lynn MillerCo-trustee$15,000$15,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$833,087
Other Revenue
$0
Change in Net Assets
$232,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$474,124
Salaries, Compensation, and Employee Benefits$120,067
Other Expenses$6,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$474,124--$474,124
Current Officers, Directors, Trustees, and Key Employees$48,027$72,040-$120,067
All Other Expenses-$4,219-$4,219
Fees for Services Accounting$500$750-$1,250
Fees for Services Legal$892--$892
Total Functional Expenses$523,543$77,009$0$600,552
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
State of Ct Department of Environmental ProtectionHartford, CT--$474,124
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documented in permanent file”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made, they are documented in permanent file”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL STATEMENT”

FORM 990, PAGE 6, PART VI, LINE 15A

“Not applicable, trust has corporate trustee”

FORM 990, PAGE 6, PART VI, LINE 15B

“Not applicable, trust has corporate trustee”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“Bank of america- 1 laura donahue-1 lynn miller-1”

Filing and Contact Details

Filer

Filer Name
Kellogg Fe Osborne-ct St D E P
EIN
06-0727937
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2020-06-23

Organization Details

Principal Officer
Same as Above
Formed
1981
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Tax year inc adj = $5571; securities adj = $-16, partnership adjustment -38392”

Raw XML Appendix380 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/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee has regular contact and semi-annual meetings with the supported organization that goes beyond providing statements and occasional correspondence, thus maintaining a close and continous working relationship with the beneficiary.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The supported organization/beneficiary has a voice in directing the use of the organization's income by making regular requests for special funding for selected projects. Frequent communication with the beneficiary occurs regarding the projects
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Sec D #2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV Sec D #3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK OF AMERICA- 1 LAURA DONAHUE-1 LYNN MILLER-1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX YEAR INC ADJ = $5571; SECURITIES ADJ = $-16, PARTNERSHIP ADJUSTMENT -38392
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 7, PART VII, SECTION A
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ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-23
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ReturnHeader/ReturnTs02020-06-24T15:04:25-05:00
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,647,927
Liabilities
$0
Net assets
$13,647,927
Revenue
$833,087
Expenses
$600,552
Net income
$232,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.66$0.78$0.88
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.82$0.71$0.12
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.81$0.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.44$0.64$0.79
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.46$0.61$0.15
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.83$0.60$0.23