Civic Intelligence

Kellogg Fe Osborne-Ct St D E P

990 • Fiscal year 2022 • EIN 06-0727937

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization ProfileN/A
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

46th percentile

4.2%

Higher net margin than 46% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

38th percentile

$106,409

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-44%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,318,851

Up $34,514 (+0.2%) from 2021

Net Assets

Up

$14,318,851

Up $34,514 (+0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin46th percentile

Revenue

Down

$805,236

Down $630,620 (-44%) from 2021

Expenses

Up

$771,711

Up $128,215 (+20%) from 2021

Net Income

Down

$33,525

Down $758,835 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2022

Assets$14,318,851
Liabilities$0
Net Assets$14,318,851
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

2022

Revenue$805,236
Expenses$771,711
Net Income$33,525
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$3,033,201
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$14,284,337$14,318,851▲ $34,514
Investments in Publicly Traded Securities$13,412,632$13,503,535▲ $90,903
Savings and Temporary Cash Investments$871,705$815,316▼ $56,389
Total Assets$14,284,337$14,318,851▲ $34,514
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,284,337$14,318,851▲ $34,514
Total Liabilities and Net Assets / Fund Balance$14,284,337$14,318,851▲ $34,514
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$106,409$106,409
Laura DonahueCo-trustee$20,000$20,000
Lynn MillerCo-trustee$20,000$20,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$805,236
Other Revenue
$0
Change in Net Assets
$33,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$611,785
Salaries, Compensation, and Employee Benefits$146,409
Other Expenses$13,517
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$611,785--$611,785
Current Officers, Directors, Trustees, and Key Employees$58,564$87,845-$146,409
All Other Expenses$375$10,787-$11,162
Fees for Services Accounting$500$750-$1,250
Fees for Services Legal$1,105--$1,105
Total Functional Expenses$672,329$99,382$0$771,711
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
State of Ct Department of Environmental ProtectionHartford, CT--$611,785
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
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-05-01

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 _ ($4263); mutual fund adjustment _ ($10); rounding _ ($3); securities adj_ ($8); partnership adj _$5209; cost basis adj _ $64”

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.

Path#Value
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt0375
IRS990/AllOtherExpensesGrp/TotalAmt011162
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/BooksInCareOfDetail/PhoneNum08888663275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752653067
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146409
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt013517
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt033525
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01105
IRS990/FeesForServicesLegalGrp/TotalAmt01105
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2BANK OF AMERICA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2106409
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0519535
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0611785
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02747500
IRS990/GrossReceiptsAmt03033201
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
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IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0285701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0285701
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013412632
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013503535
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02227965
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PAY NET INCOME TO THE CT DEPARTMENT OF ENVIRONMENTAL PROTECTION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014284337
IRS990/NetAssetsOrFundBalancesEOYAmt014318851
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0519535
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0989
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAME AS ABOVE
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0106409
IRS990/ProgSrvcAccomActy3Grp/Desc0CO-TTEE FEES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0495550
IRS990/PYInvestmentIncomeAmt01435856
IRS990/PYOtherExpensesAmt05866
IRS990/PYRevenuesLessExpensesAmt0792360
IRS990/PYSalariesCompEmpBnftPaidAmt0142080
IRS990/PYTotalExpensesAmt0643496
IRS990/PYTotalRevenueAmt01435856
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033525
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0871705
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IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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 _ ($4263); MUTUAL FUND ADJUSTMENT _ ($10); ROUNDING _ ($3); SECURITIES ADJ_ ($8); PARTNERSHIP ADJ _$5209; COST BASIS ADJ _ $64
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLOGG FE OSBORNE-CT ST D E P
ReturnHeader/Filer/BusinessNameControlTxt0KELL
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ReturnHeader/Filer/PhoneNum08888663275
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ReturnHeader/ReturnTs02023-05-02T08:00:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,318,851
Liabilities
$0
Net assets
$14,318,851
Revenue
$805,236
Expenses
$771,711
Net income
$33,525
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