Civic Intelligence

Southwick Foundation Inc

990PF • Fiscal year 2014 • EIN 06-1048850

Apr 01, 2013 to Mar 31, 2014 • Filed on Jun 16, 2014

Organization Profile
30 Bokum RoadOld Lyme, CT 06426

(860) 434-1950

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

2.63x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$62,610

Up $2,973 (+5.0%) from 2013

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Up

$62,610

Up $2,973 (+5.0%) from 2013

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin68th percentile

Revenue

Up

$23,823

Up $4,764 (+25%) from 2013

Expenses

Up

$20,850

Up $13,850 (+198%) from 2013

Net Income

Down

$2,973

Down $9,086 (-75%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$80K$60K$40K$20K$0Assets 2012: $47,578Liabilities 2012: $47,5782012Assets 2013: $59,637Liabilities 2013: $59,6372013Assets 2014: $62,610Liabilities 2014: $62,610Net Assets 2014: $02014Assets 2015: $31,847Liabilities 2015: $31,847Net Assets 2015: $02015Assets 2016: $19,747Liabilities 2016: $0Net Assets 2016: $19,7472016Assets 2017: $16,347Liabilities 2017: $0Net Assets 2017: $16,3472017Assets 2018: $16,347Liabilities 2018: $0Net Assets 2018: $16,3472018

Highlighted filing

2014

Assets$62,610
Liabilities$62,610
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$50K$0-$50KRevenue 2012: $19,059Expenses 2012: $33,410Net Income 2012: -$14,3512012Revenue 2013: $19,059Expenses 2013: $7,000Net Income 2013: $12,0592013Revenue 2014: $23,823Expenses 2014: $20,850Net Income 2014: $2,9732014Revenue 2015: $19,059Expenses 2015: $49,822Net Income 2015: -$30,7632015Revenue 2016: $0Expenses 2016: $33,600Net Income 2016: -$33,6002016Revenue 2017: $0Expenses 2017: $3,400Net Income 2017: -$3,4002017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018

Highlighted filing

2014

Revenue$23,823
Expenses$20,850
Net Income$2,973
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 16, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSIE ANN SOUTHWICKPresident-$0--
WAYNE O SOUTHWICKSecretary/Treasurer-$0--
Filing and Contact Details

Filer

EIN
06-1048850
Phone
8604341950

Signing Officer

Name
Wayne Southwick
Title
President
Phone
8604348045
Signed
2014-06-16

Preparer

Preparer
Laurence F Schiffres
Phone
2033895371
Raw XML Appendix284 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1030 BOKUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0ESSEX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode006426
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023823
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount02973
OtherDecreasesSchedule/OtherDecreasesDetail/Description0GRANTS PAYABLE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ANN WAYNE SOUTHWICK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1030 BOKUM ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0ESSEX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode006426
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE SOUTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08604348045
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTHWICK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0061048850
ReturnHeader/Filer/PhoneNum08604341950
ReturnHeader/Filer/USAddress/AddressLine1030 BOKUM ROAD
ReturnHeader/Filer/USAddress/City0ESSEX
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEVITSKY & BERNEY P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 BRADLEY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WOODBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006525
ReturnHeader/PreparerPersonGrp/PhoneNum02033895371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURENCE F SCHIFFRES
ReturnHeader/ReturnTs02014-06-16T14:03:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,610
Liabilities
$62,610
Net assets
$0
Revenue
$23,823
Expenses
$20,850
Net income
$2,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.00$3.40$3.40
2016Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.00$33.6$33.6
2015Detailed filing. Detailed filing data is available for this year.$31.8$31.8$0.00$19.1$49.8$30.8
2014Detailed filing. Detailed filing data is available for this year.$62.6$62.6$0.00$23.8$20.9$2.97
2013Summary only. Only limited summary data is available for this year.$59.6$59.6$19.1$7.00$12.1
2012Summary only. Only limited summary data is available for this year.$47.6$47.6$19.1$33.4$14.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits