Civic Intelligence

Hewitt Foundation Inc Co Essex Savings Bank

990PF • Fiscal year 2014 • EIN 06-1064288

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 13, 2015

Organization Profile

View Organization Page

PO Box 386Essex, CT 06484

(203) 387-1427

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.30x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

298%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$8,115,593

Up $445,821 (+5.8%) from 2013

Net Assets

$7,762,980

No earlier filing loaded for comparison.

Liabilities

Down

$352,613

Down $49,887 (-12%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$1,172,581

Up $877,940 (+298%) from 2013

Expenses

Down

$404,651

Down $315,931 (-44%) from 2013

Net Income

Up

$767,930

Up $1,193,871 (+280%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$10M$5.0M$0Assets 2011: $6,767,248Liabilities 2011: $155,1412011Assets 2012: $7,064,644Liabilities 2012: $67,5002012Assets 2013: $7,669,772Liabilities 2013: $402,5002013Assets 2014: $8,115,593Liabilities 2014: $352,613Net Assets 2014: $7,762,9802014Assets 2015: $7,606,616Liabilities 2015: $367,500Net Assets 2015: $7,239,1162015Assets 2016: $7,887,006Liabilities 2016: $533,000Net Assets 2016: $7,354,0062016Assets 2017: $8,537,069Liabilities 2017: $498,000Net Assets 2017: $8,039,0692017Assets 2018: $9,057,529Liabilities 2018: $511,326Net Assets 2018: $8,546,2032018Assets 2019: $8,801,420Liabilities 2019: $511,2082019Assets 2020: $7,474,364Liabilities 2020: $1Net Assets 2020: $7,474,3642020Assets 2021: $7,434,155Liabilities 2021: $0Net Assets 2021: $7,434,1552021Assets 2022: $7,966,730Liabilities 2022: $1Net Assets 2022: $7,966,7302022Assets 2023: $8,093,628Liabilities 2023: $12023Assets 2024: $8,590,097Liabilities 2024: $0Net Assets 2024: $8,590,0972024

Highlighted filing

2014

Assets$8,115,593
Liabilities$352,613
Net Assets$7,762,980
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $374,399Expenses 2011: $215,070Net Income 2011: $159,3292011Revenue 2012: $434,477Expenses 2012: $449,913Net Income 2012: -$15,4362012Revenue 2013: $294,641Expenses 2013: $720,582Net Income 2013: -$425,9412013Revenue 2014: $1,172,581Expenses 2014: $404,651Net Income 2014: $767,9302014Revenue 2015: $196,112Expenses 2015: $457,765Net Income 2015: -$261,6532015Revenue 2016: $202,431Expenses 2016: $391,517Net Income 2016: -$189,0862016Revenue 2017: $255,379Expenses 2017: $334,141Net Income 2017: -$78,7622017Revenue 2018: $280,706Expenses 2018: $405,307Net Income 2018: -$124,6012018Revenue 2019: $364,700Expenses 2019: $505,377Net Income 2019: -$140,6772019Revenue 2020: $596,632Expenses 2020: $462,179Net Income 2020: $134,4532020Revenue 2021: $337,551Expenses 2021: $377,760Net Income 2021: -$40,2092021Revenue 2022: $1,029,678Expenses 2022: $497,103Net Income 2022: $532,5752022Revenue 2023: $648,630Expenses 2023: $521,732Net Income 2023: $126,8982023Revenue 2024: $1,277,236Expenses 2024: $478,225Net Income 2024: $799,0112024

Highlighted filing

2014

Revenue$1,172,581
Expenses$404,651
Net Income$767,930
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY P DIADAMOTreasurer-$0--
PATRICK M CAREYPresient-$0--
ACHILLE A APICELLAVice President-$0--
ELSIE S SCOTTSecretary-$0--
LAURA DONAHUEDirector-$0--
JANICE SHEEHYDirector-$0--
VIRGINIA COSTIGANDirector-$0--
JANET GIRARDATDirector-$0--
Filing and Contact Details

Filer

EIN
06-1064288
Phone
2033871427

Signing Officer

Name
Harry Diadamo
Title
Treasurer
Phone
2033871427
Signed
2015-02-13
Discuss with paid preparer
Yes

Preparer

Preparer
John F Onofrio CPA
Phone
2032394478
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GILEAD SCIENCES, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TIME WARNER CABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11WALT DISNEY CO HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BERNSTEIN INTERNATIONAL PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERNSTEIN EMERGENCY MARKET PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NOBEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HEALTH NET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VIACOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WELLPOINT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CITRIX SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PERCISION CARTSPARTS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30OVERLAY B PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CIT GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COGNIZANT TECHNOLOGY SOLUTIONS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIDELITY NATIONAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FIDELITY NATIONAL INFORMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTERCONTINENTALEXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTERNATIONAL BUSINESS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MACYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PHILLIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PRICELINE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ABERCROMBIE AND FITCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AFFILIATED MANAGERS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ALLIANCEBERSTEIN DISCOVERY VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ALLIANCEBERSTEIN DISCOVERY GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68AMDOCS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69AMERICAN INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78CONAGRA FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ELECTRONIC ARTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82EVEREST RE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83FORD MOTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84GENWORTH FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85GOLDMAN SACHS GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91LIBERTY MEDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92LINCOLN NATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93LINKEDIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PARTNERRE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PATTERSON COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PETSMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102REGAL ENTERTAINMENT GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SMUCKERS J M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WW GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108UBS BANK USA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110CONSUMER STAPLE SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111ENERGY SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112FINANCIAL SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113HEALTHCARE SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114INDUSTRIAL SECTOR SPDR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ISHARES S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ISHARES NASDAQ BIOTECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118SECTOR SPDR TR INT-MATERIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119TECHNOLOGY SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120UTILITIES SECTOR SPDR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122EATON VANCE BOND FD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124MAINSTAY HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125MFS HIGH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126PIMCO INCOME FD
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Filings

Displayed year

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

Open filing
Assets
$8,115,593
Liabilities
$352,613
Net assets
$7,762,980
Revenue
$1,172,581
Expenses
$404,651
Net income
$767,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$1.28$0.48$0.80
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$0.65$0.52$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$1.03$0.50$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.00$7.43$0.34$0.38$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.00$7.47$0.60$0.46$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.80$0.51$0.36$0.51$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.51$8.55$0.28$0.41$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.50$8.04$0.26$0.33$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.53$7.35$0.20$0.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.61$0.37$7.24$0.20$0.46$0.26
2014Detailed filing. Detailed filing data is available for this year.$8.12$0.35$7.76$1.17$0.40$0.77
2013Summary only. Only limited summary data is available for this year.$7.67$0.40$0.29$0.72$0.43
2012Summary only. Only limited summary data is available for this year.$7.06$0.07$0.43$0.45$0.02
2011Summary only. Only limited summary data is available for this year.$6.77$0.16$0.37$0.22$0.16