Civic Intelligence

Norma Terris- Albert D Firestone Foundation

990PF • Fiscal year 2015 • EIN 06-1023058

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

Organization Profile
52 West Elm StreetDeep River, CT 06417

(860) 526-9753

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

61st percentile

3.2%

Faster asset growth than 61% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

0.2%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$543,549

Up $16,835 (+3.2%) from 2014

Net Assets

Up

$543,549

Up $16,835 (+3.2%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin76th percentile

Revenue

Up

$50,854

Up $97 (+0.2%) from 2014

Expenses

Down

$41,160

Down $594 (-1.4%) from 2014

Net Income

Up

$9,694

Up $691 (+7.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2011: $569,431Liabilities 2011: $02011Assets 2012: $539,852Liabilities 2012: $02012Assets 2013: $552,208Liabilities 2013: $02013Assets 2014: $526,714Liabilities 2014: $1Net Assets 2014: $526,7142014Assets 2015: $543,549Liabilities 2015: $0Net Assets 2015: $543,5492015Assets 2016: $537,166Liabilities 2016: $0Net Assets 2016: $537,1662016Assets 2017: $552,745Liabilities 2017: $0Net Assets 2017: $552,7452017Assets 2019: $637,827Liabilities 2019: $1Net Assets 2019: $637,8272019Assets 2020: $758,458Liabilities 2020: $1Net Assets 2020: $758,4582020Assets 2021: $902,065Liabilities 2021: $1Net Assets 2021: $902,0652021Assets 2022: $697,456Liabilities 2022: $12022Assets 2023: $811,452Liabilities 2023: $12023

Highlighted filing

2015

Assets$543,549
Liabilities$0
Net Assets$543,549
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $33,993Expenses 2011: $39,026Net Income 2011: -$5,0332011Revenue 2012: $8,029Expenses 2012: $37,608Net Income 2012: -$29,5792012Revenue 2013: $33,252Expenses 2013: $20,896Net Income 2013: $12,3562013Revenue 2014: $50,757Expenses 2014: $41,754Net Income 2014: $9,0032014Revenue 2015: $50,854Expenses 2015: $41,160Net Income 2015: $9,6942015Revenue 2016: $29,554Expenses 2016: $35,937Net Income 2016: -$6,3832016Revenue 2017: $46,199Expenses 2017: $29,896Net Income 2017: $16,3032017Revenue 2019: $111,289Expenses 2019: $37,208Net Income 2019: $74,0812019Revenue 2020: $6,443Expenses 2020: $35,718Net Income 2020: -$29,2752020Revenue 2021: $34,488Expenses 2021: $45,423Net Income 2021: -$10,9352021Revenue 2022: $22,132Expenses 2022: $51,263Net Income 2022: -$29,1312022Revenue 2023: $28,705Expenses 2023: $47,088Net Income 2023: -$18,3832023

Highlighted filing

2015

Revenue$50,854
Expenses$41,160
Net Income$9,694
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL A SHAWPresident-$0--
DAISY L OPPELTSecretary-$0--
DEBORAH SHAWTreasurer-$0--
HANS OPPELTVice Pres.-$0--
Filing and Contact Details

Filer

Filer Name
Norma Terris- Albert D Firestone
EIN
06-1023058
Phone
8605269753
Address
52 WEST ELM STREET, DEEP RIVER, CT 06417

Signing Officer

Name
Deborah Shaw
Title
Treasurer
Signed
2016-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Lewitz Balosie Wollack Rayner & Giroux LLC
Address
36 Elm St, Old Saybrook, CT 06475
Preparer
Joseph J Wollack CPA
Phone
8603884451
Raw XML Appendix340 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt052 WEST ELM STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEEP RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006417
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DEBORAH SHAW
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606352449
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE OF ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALBANO BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CT FREE SHAKESPEARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GUMBO LIMBO NATURE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WESTERLY LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt021 GERARD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1340 BROOKLAWN AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21801 NORTH OCEAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRIDGEPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WESTERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302891
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036240
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030851
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05550
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010939
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010939
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05550
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01856
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MLP GAIN ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1968
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP PASS-THROUGH
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PASS-THROUGH ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01415
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt153
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08997
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MLP DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0907
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMA TERRIS- ALBERT D FIRESTONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0061023058
ReturnHeader/Filer/PhoneNum08605269753
ReturnHeader/Filer/USAddress/AddressLine1Txt052 WEST ELM STREET
ReturnHeader/Filer/USAddress/CityNm0DEEP RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewitz Balosie Wollack Rayner & Giroux LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 Elm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Saybrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006475
ReturnHeader/PreparerPersonGrp/PhoneNum08603884451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J WOLLACK CPA
ReturnHeader/ReturnTs02016-09-26T08:36:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,549
Liabilities
$0
Net assets
$543,549
Revenue
$50,854
Expenses
$41,160
Net income
$9,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$8.11$0.00$0.29$0.47$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.97$0.00$0.22$0.51$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.00$9.02$0.34$0.45$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$0.06$0.36$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$1.11$0.37$0.74
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.46$0.30$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.30$0.36$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.51$0.41$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.51$0.42$0.09
2013Summary only. Only limited summary data is available for this year.$5.52$0.00$0.33$0.21$0.12
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$0.08$0.38$0.30
2011Summary only. Only limited summary data is available for this year.$5.69$0.00$0.34$0.39$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $500k-$1M nonprofits