Civic Intelligence

Hewitt Foundation Inc Co Essex Savings Bank

990PF • Fiscal year 2019 • EIN 06-1064288

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 24, 2020

Organization Profile

View Organization Page

1204 Main Street No 341Branford, CT 06405

(203) 208-5187

Siviq Scores

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

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

1.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

23rd percentile

-2.8%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$8,801,420

Down $256,109 (-2.8%) from 2018

Net Assets

Down

$8,290,212

Down $255,991 (-3.0%) from 2018

Liabilities

Down

$511,208

Down $118 (-0.0%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin12th percentile

Revenue

Up

$364,700

Up $83,994 (+30%) from 2018

Expenses

Up

$505,377

Up $100,070 (+25%) from 2018

Net Income

Down

-$140,677

Down $16,076 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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: $511,208Net Assets 2019: $8,290,2122019Assets 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

2019

Assets$8,801,420
Liabilities$511,208
Net Assets$8,290,212
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$364,700
Expenses$505,377
Net Income-$140,677
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 24, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY P DIADAMOTreasurer-$0--
PATRICK M CAREYPresident-$0--
ACHILLE A APICELLAVice President-$0--
JANICE SHEEHYSecretary-$0--
LAURA J DONAHUEDirector-$0--
ELISE S SCOTTDirector-$0--
VIRGINIA COSTIGANDirector-$0--
LYNN IVERSONDirector-$0--
FREDERICK WILSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hewitt Foundation Inc
EIN
06-1064288
Phone
2032085187
Address
1204 MAIN STREET NO 341, BRANFORD, CT 06405

Signing Officer

Name
Harry Diadamo
Title
Treasurer
Phone
2032085187
Signed
2020-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Kircaldie Randall & Mcnab LLC
Address
605 WASHINGTON AVENUE, NORTH HAVEN, CT 06473-1187
Preparer
John F Onofrio CPA
Phone
2032394478
Raw XML AppendixShowing 400 of 673 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1721727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1813439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1935898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt208752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0417634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1191516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt277401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3113178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt492002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt591519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6503529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8265469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt976758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1055075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1144084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1391428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14137432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1578437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1675670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17128848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1860697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19165503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2031855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2176802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PIMCO LOW DURATION INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PIMCO INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PIMICO MORTGAGE OPPORTUNITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TECHNOLOGY SELECT SECTOR SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CONSUMER DISCRETIONARY SELECT SECTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD INFORMATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ISHARES CORE S&P SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SPDR S&P MIDCAP 400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VANGUARD GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21SPDR SER TR SPDR BLOOMBERG BARCLAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0153375
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-140677
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0115314
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08405526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08546203
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08290212
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0358839
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0358839
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0358839
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0361864
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03025
IRS990PF/DistributableAmountGrp/TotalTaxAmt03025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt08801420
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02826
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02708
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011068
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06108
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08360657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08124780
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08124780
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0508500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0508500
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0685804
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0669157
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0669157
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01375
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01375
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt01216849
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt01216849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09057529
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08801420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08801420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0511326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0511208
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09057529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08801420
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08546203
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08290212
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07329354
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt07073363
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07347493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08524
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07338969
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0110212
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0361864
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07237281
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07347493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HARRY P DIADAMO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICK M CAREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ACHILLE A APICELLA

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,801,420
Liabilities
$511,208
Net assets
$8,290,212
Revenue
$364,700
Expenses
$505,377
Net income
-$140,677
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$8.29$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
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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