Civic Intelligence

The William and Alice Mortensen Foundation

990PF • Fiscal year 2022 • EIN 06-1064150

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization Profile
PO Box 370113West Hartford, CT 06137-0113

(860) 402-7347

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

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

24th percentile

$150

Higher top officer pay than 24% of similar nonprofits.

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

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

Asset Growth

29th percentile

-5.9%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

10th percentile

-59%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,164,054

Down $631,593 (-5.9%) from 2021

Net Assets

$10,164,054

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Down

$499,051

Down $704,913 (-59%) from 2021

Expenses

Down

$1,139,230

Down $77,678 (-6.4%) from 2021

Net Income

Down

-$640,179

Down $627,235 (-4846%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,133,010Liabilities 2011: $02011Assets 2012: $12,377,242Liabilities 2012: $02012Assets 2013: $12,317,612Liabilities 2013: $02013Assets 2014: $12,570,875Liabilities 2014: $1Net Assets 2014: $12,570,8752014Assets 2015: $12,773,940Liabilities 2015: $1Net Assets 2015: $12,773,9402015Assets 2016: $12,095,551Liabilities 2016: $0Net Assets 2016: $12,095,5512016Assets 2017: $12,054,552Liabilities 2017: $0Net Assets 2017: $12,054,5522017Assets 2018: $12,234,560Liabilities 2018: $0Net Assets 2018: $12,234,5602018Assets 2019: $11,363,744Liabilities 2019: $0Net Assets 2019: $11,363,7442019Assets 2020: $10,753,734Liabilities 2020: $0Net Assets 2020: $10,753,7342020Assets 2021: $10,795,647Liabilities 2021: $12021Assets 2022: $10,164,054Liabilities 2022: $0Net Assets 2022: $10,164,0542022Assets 2023: $9,693,588Liabilities 2023: $12023Assets 2024: $9,564,044Liabilities 2024: $0Net Assets 2024: $9,564,0442024

Highlighted filing

2022

Assets$10,164,054
Liabilities$0
Net Assets$10,164,054
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $491,263Expenses 2011: $1,144,303Net Income 2011: -$653,0402011Revenue 2012: $1,075,670Expenses 2012: $831,438Net Income 2012: $244,2322012Revenue 2013: $1,032,672Expenses 2013: $1,092,302Net Income 2013: -$59,6302013Revenue 2014: $1,162,990Expenses 2014: $962,445Net Income 2014: $200,5452014Revenue 2015: $1,071,409Expenses 2015: $908,413Net Income 2015: $162,9962015Revenue 2016: $461,284Expenses 2016: $1,156,141Net Income 2016: -$694,8572016Revenue 2017: $989,981Expenses 2017: $1,068,304Net Income 2017: -$78,3232017Revenue 2018: $1,485,174Expenses 2018: $1,307,906Net Income 2018: $177,2682018Revenue 2019: $701,627Expenses 2019: $1,508,058Net Income 2019: -$806,4312019Revenue 2020: $578,739Expenses 2020: $1,246,225Net Income 2020: -$667,4862020Revenue 2021: $1,203,964Expenses 2021: $1,216,908Net Income 2021: -$12,9442021Revenue 2022: $499,051Expenses 2022: $1,139,230Net Income 2022: -$640,1792022Revenue 2023: $468,330Expenses 2023: $946,741Net Income 2023: -$478,4112023Revenue 2024: $742,682Expenses 2024: $872,226Net Income 2024: -$129,5442024

Highlighted filing

2022

Revenue$499,051
Expenses$1,139,230
Net Income-$640,179
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ELLEN W SOLEKSecretary-$150-$150
TIM COVELLOPresident-$0--
SUZANNE GIUFFRIDAVice President-$0--
RODNEY MORTENSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William and Alice Mortensen
EIN
06-1064150
Phone
8604027347
Address
PO BOX 370113, WEST HARTFORD, CT 06137-0113

Signing Officer

Name
Timothy Covello
Title
President
Phone
8604027347
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Edward G Sullivan
Phone
8605223111
Raw XML AppendixShowing 400 of 924 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt61PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN SCHOOL FOR THE DEAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BILLINGS FORGE COMMUNITY WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BUILDING HEALTHY FAMILIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY SOLUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONNECTICUT ELECTRIC RAILWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CONNECTICUT HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CONNECTICUT RADIO INFORMATION SYSTEM (CRIS)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CONNECTICUT VETERANS LEGAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CONNECTIKIDS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CT HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CT RIVERS COUNCIL BSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12ELIZABETH PARK CONSERVANCY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13FIRST NIGHT HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14GOODSPEED OPERA HOUSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15HANDS ON HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16HARC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17HARTFORD ARTISANS WEAVING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18HARTFORD CHORALE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19HARTFORD PERFORMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20HARTFORD PROMISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21HARTFORD PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22HARTFORD SYMPHONY ORCHESTRA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,164,054
Liabilities
$0
Net assets
$10,164,054
Revenue
$499,051
Expenses
$1,139,230
Net income
-$640,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.74$0.87$0.13
2023Detailed filing. Detailed filing data is available for this year.$9.69$0.00$0.47$0.95$0.48
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.50$1.14$0.64
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$1.20$1.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.58$1.25$0.67
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.70$1.51$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$1.49$1.31$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.99$1.07$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.46$1.16$0.69
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.8$0.00$12.8$1.07$0.91$0.16
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.16$0.96$0.20
2013Summary only. Only limited summary data is available for this year.$12.3$0.00$1.03$1.09$0.06
2012Summary only. Only limited summary data is available for this year.$12.4$0.00$1.08$0.83$0.24
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$0.49$1.14$0.65