Civic Intelligence

Brian House Inc.

990 • Fiscal year 2021 • EIN 06-1081008

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 16, 2022

PO Box 134Chester, CT 06412

(860) 345-4457

Siviq Scores

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

Liabilities / Assets

88th percentile

0.78x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

31st percentile

3.1%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$168,882

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

5.9%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,796,061

Up $211,118 (+13%) from 2020

Net Assets

Up

$398,494

Up $224,630 (+129%) from 2020

Liabilities

Down

$1,397,567

Down $13,512 (-1.0%) from 2020

Revenue

Up

$7,150,230

Up $396,699 (+5.9%) from 2020

Expenses

Up

$6,925,600

Up $214,310 (+3.2%) from 2020

Net Income

Up

$224,630

Up $182,389 (+432%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $435,876Liabilities 2011: $293,242Net Assets 2011: $142,6342011Assets 2012: $495,915Liabilities 2012: $339,128Net Assets 2012: $156,7872012Assets 2013: $731,310Liabilities 2013: $528,729Net Assets 2013: $202,5812013Assets 2014: $532,577Liabilities 2014: $365,490Net Assets 2014: $167,0872014Assets 2015: $466,797Liabilities 2015: $347,223Net Assets 2015: $119,5742015Assets 2016: $580,360Liabilities 2016: $399,816Net Assets 2016: $180,5442016Assets 2017: $808,380Liabilities 2017: $631,373Net Assets 2017: $177,0072017Assets 2018: $951,705Liabilities 2018: $797,573Net Assets 2018: $154,1322018Assets 2019: $1,216,014Liabilities 2019: $1,084,391Net Assets 2019: $131,6232019Assets 2020: $1,584,943Liabilities 2020: $1,411,079Net Assets 2020: $173,8642020Assets 2021: $1,796,061Liabilities 2021: $1,397,567Net Assets 2021: $398,4942021Assets 2022: $2,317,293Liabilities 2022: $1,193,158Net Assets 2022: $1,124,1352022Assets 2023: $5,326,789Liabilities 2023: $4,107,576Net Assets 2023: $1,219,2132023Assets 2024: $5,918,711Liabilities 2024: $4,755,865Net Assets 2024: $1,162,8462024

Highlighted filing

2021

Assets$1,796,061
Liabilities$1,397,567
Net Assets$398,494

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,082,661Expenses 2011: $4,054,252Net Income 2011: $28,4092011Revenue 2012: $4,113,366Expenses 2012: $4,099,213Net Income 2012: $14,1532012Revenue 2013: $4,387,855Expenses 2013: $4,391,261Net Income 2013: -$3,4062013Revenue 2014: $4,592,835Expenses 2014: $4,628,329Net Income 2014: -$35,4942014Revenue 2015: $4,976,171Expenses 2015: $5,023,684Net Income 2015: -$47,5132015Revenue 2016: $5,154,403Expenses 2016: $5,093,432Net Income 2016: $60,9712016Revenue 2017: $5,318,559Expenses 2017: $5,322,096Net Income 2017: -$3,5372017Revenue 2018: $5,411,574Expenses 2018: $5,434,449Net Income 2018: -$22,8752018Revenue 2019: $5,943,115Expenses 2019: $5,965,624Net Income 2019: -$22,5092019Revenue 2020: $6,753,531Expenses 2020: $6,711,290Net Income 2020: $42,2412020Revenue 2021: $7,150,230Expenses 2021: $6,925,600Net Income 2021: $224,6302021Revenue 2022: $8,385,048Expenses 2022: $7,659,407Net Income 2022: $725,6412022Revenue 2023: $7,774,524Expenses 2023: $7,679,446Net Income 2023: $95,0782023Revenue 2024: $7,813,603Expenses 2024: $7,869,970Net Income 2024: -$56,3672024

Highlighted filing

2021

Revenue$7,150,230
Expenses$6,925,600
Net Income$224,630
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 16, 2022
Return Version
2020v4.1
Gross Receipts
$7,150,230
Mission and Program Overview

Mission

To provide residential community based supports to individuals with developmental challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$352,134$619,777▲ $267,643
Accounts Receivable$576,103$551,967▼ $24,136
Cash and Non-Interest-Bearing Accounts$315,912$288,914▼ $26,998
Investments in Publicly Traded Securities$8,696$12,129▲ $3,433
Prepaid Expenses and Deferred Charges-$2,004-
Total Assets$1,584,943$1,796,061▲ $211,118
Other Assets Total$332,098$321,270▼ $10,828
Liabilities
Other Liabilities$349,768$511,642▲ $161,874
Accounts Payable and Accrued Expenses$582,440$360,650▼ $221,790
Mortgage Notes Payable Secured by Investment Property$394,166$353,841▼ $40,325
Deferred Revenue$84,705$171,434▲ $86,729
Total Liabilities$1,411,079$1,397,567▼ $13,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,239$339,810▲ $228,571
Net Assets With Donor Restrictions$62,625$58,684▼ $3,941
Total Net Assets Fund Balance$173,864$398,494▲ $224,630
Total Liabilities and Net Assets / Fund Balance$1,584,943$1,796,061▲ $211,118

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$87,831$481,707$569,538
Other Land Buildings$210,944$264,370$475,314
Equipment$9,782$250,051$259,833
Buildings$223,020$3,780$226,800
Land$88,200-$88,200
Other Assets Org$55,053--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret a WinkelyPresidentPT$74,299$94,583$168,882
Michael W BoileauCFOPT$83,926$47,979$131,905
David F MeadeVice PresidentPT$65,339$65,978$131,317
Margaret a Winkely--$74,299$20,944$95,243

Board Members and Trustees

NameTitle
Dean MarkhamBoard of Directors
John AsheBoard of Directors
John WolterBoard of Directors - Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$548,720
Program Service Revenue
$6,587,501
Investment Income
$0
Other Revenue
$14,009
All Other Contributions
$548,720
Change in Net Assets
$224,630

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,150,230
Total Revenue per Audited Statements
$7,150,230
Total Revenue per Form 990
$7,150,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,537,669
Other Expenses$1,387,931
Total Fundraising Expense$20,351
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$3,831,871$234,095$2,061$4,068,027
Other Employee Benefits$719,965$56,197$372$776,534
Occupancy$429,175$172,991$0$602,166
Payroll Taxes$320,750$34,473$181$355,404
Current Officers, Directors, Trustees, and Key Employees$122,702$215,002$0$337,704
Office Expenses$113,741$59,887$6,712$180,340
Travel$146,513$4,557$0$151,070
Other Expenses$142,306$0$0$142,306
Depreciation Depletion$110,489$2,419$0$112,908
Fees for Services Other$45,679$51,467$11,025$108,171
Insurance$19,078$43,916$0$62,994
Interest$27,976$0$0$27,976
Total Functional Expenses$6,030,245$875,004$20,351$6,925,600

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,925,600
Total Expenses per Audited Statements$6,925,600
Total Expenses per Form 990$6,925,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Margaret WinkleyExecutive DirectorShe Leases Administrative Offices to the OrganizatNo$21,996
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Custodial Liability$230,489
Due to Related Party$174,586
Unemployment Reserve Funds$59,053
Due to State$40,239
Due to Clients$7,275
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Brian House Inc
EIN
06-1081008
Phone
8603454457
Address
PO BOX 134, CHESTER, CT 06412

Signing Officer

Name
Margaret a Winkley
Title
Executive Director
Phone
8603454457
Signed
2022-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret a Winkley
Formed
1983
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
3
Employees
192
Volunteers
0

Preparer

Firm
Michael W Boileau
Address
46 Housatonic Drive, Milford, CT 06460
Preparer
Michael W Boileau CPA
Phone
2038167534
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is reviewed by members of the board in paper form prior to submission. It is reviewed line by line extensively.

Pt VI, Line 12C

Any issues that would indicate conflict of interest are reported and discussed in annual trustees and officer meeting.

Pt VI, Line 15A

SALARY FOR PRESIDENT IS REVIEWED AND APPROVED ANNUALLY. IT IS MEASURED AGAINST DATA FOR CEOs OF SIMILAR AGENCIES.

Pt VI, Line 15B

All salary personnel are approved annually by the board.

Pt VI, Line 19

UPON REQUEST.

Financial Statement Notes

Pt X, Line 2

THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT BELIEVES THAT THE COMPANY HAS NO TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE COMPANY'S INFORMATIONAL RETURNS FOR FISCAL YEARS ENDING JUNE 30, 2018 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF CONNECTICUT, GENERALLY FOR THREE YEARS FROM THE DATE THEY WERE FILED.

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IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY LIVING ARRANGEMENTS
IRS990/ProgramServiceRevenueGrp/Desc1SUPPORTED LIVING PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2SENIOR SUPPORTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04862978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11273887
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2450636
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTED LIVING PROGRAMS - BRIAN HOUSE, INC. PROVIDES TARGETED SUPPORTS TO RESIDENTS LIVING IN A SEMI-INDEPENDENT ENVIRONMENT AS DESCRIBED IN THEIR OVERALL PLAN OF CARE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01148419
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01273887
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR SUPPORTS - DAY SUPPORTS ARE PROVIDED TO INDIVIDUALS AT THEIR RESIDENCE THAT ARE UNABLE TO ATTEND ANOTHER DAY PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0336267
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0450636
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0270793
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01354768
IRS990/PYOtherRevenueAmt022419
IRS990/PYProgramServiceRevenueAmt06460319
IRS990/PYRevenuesLessExpensesAmt042241
IRS990/PYSalariesCompEmpBnftPaidAmt05356522
IRS990/PYTotalExpensesAmt06711290
IRS990/PYTotalRevenueAmt06753531
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0224630
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04862978
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS 2016: 341. 2017: 9974. 2018: 2777. 2019: 22419. 2020: 14009. Description: CONTRIBUTION OF USE OF REAL PROPERTY 2020: 172890. Description: CONTRIBUTION OF REAL PROPERTY 2020: 315000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt088656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06587501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06460320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05766788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05212979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05117205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029144793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0501899
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt022419
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02777
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09974
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0341
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0537410
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98200
IRS990ScheduleA/PublicSupportPY509Pct00.99680
IRS990ScheduleA/PublicSupportTotal509Amt029322911
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06648331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06548976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05768402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05227348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05129854
IRS990ScheduleA/Total509Grp/TotalAmt029322911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029860321
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0223020
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03780
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0226800
IRS990ScheduleD/EquipmentGrp/BookValueAmt09782
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0250051
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0259833
IRS990ScheduleD/ExpensesSubtotalAmt06925600
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt088200
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt088200
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt087831
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0481707
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0569538
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0230489
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135728
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt255053
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CLIENT CUSTODIAL ACCOUNTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2UNEMPLOYMENT RESERVE FUNDS HELD
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0210944
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0264370
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0475314
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2174586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3230489
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt459053
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CLIENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLIENT CUSTODIAL LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4UNEMPLOYMENT RESERVE FUNDS
IRS990ScheduleD/RevenueSubtotalAmt07150230
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT BELIEVES THAT THE COMPANY HAS NO TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE COMPANY'S INFORMATIONAL RETURNS FOR FISCAL YEARS ENDING JUNE 30, 2018 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF CONNECTICUT, GENERALLY FOR THREE YEARS FROM THE DATE THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0619777
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0321270
IRS990ScheduleD/TotalExpensesPerForm990Amt06925600
IRS990ScheduleD/TotalLiabilityAmt0511642
IRS990ScheduleD/TotalRevenuePerForm990Amt07150230
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07150230
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06925600
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt074299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt067500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020944
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARGARET A WINKELY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt095243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt073639
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARGARET WINKLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt021996
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SHE LEASES ADMINISTRATIVE OFFICES TO THE ORGANIZAT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0(B) SHE IS THE THE PRESIDENT/EXECUTIVE DIRECTOR.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1(D) SHE LEASES ADMINISTRATIVE OFFICES TO THE ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH. L, PART IV
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1SCH. L, PART IV
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY MEMBERS OF THE BOARD IN PAPER FORM PRIOR TO SUBMISSION. IT IS REVIEWED LINE BY LINE EXTENSIVELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY ISSUES THAT WOULD INDICATE CONFLICT OF INTEREST ARE REPORTED AND DISCUSSED IN ANNUAL TRUSTEES AND OFFICER MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY FOR PRESIDENT IS REVIEWED AND APPROVED ANNUALLY. IT IS MEASURED AGAINST DATA FOR CEOs OF SIMILAR AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SALARY PERSONNEL ARE APPROVED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$4.76$1.16$7.81$7.87$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.33$4.11$1.22$7.77$7.68$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$1.19$1.12$8.39$7.66$0.73
2021Detailed filing. Detailed filing data is available for this year.$1.80$1.40$0.40$7.15$6.93$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$1.41$0.17$6.75$6.71$0.04
2019Summary only. Only limited summary data is available for this year.$1.22$1.08$0.13$5.94$5.97$0.02
2018Summary only. Only limited summary data is available for this year.$0.95$0.80$0.15$5.41$5.43$0.02
2017Summary only. Only limited summary data is available for this year.$0.81$0.63$0.18$5.32$5.32$0.00
2016Summary only. Only limited summary data is available for this year.$0.58$0.40$0.18$5.15$5.09$0.06
2015Summary only. Only limited summary data is available for this year.$0.47$0.35$0.12$4.98$5.02$0.05
2014Summary only. Only limited summary data is available for this year.$0.53$0.37$0.17$4.59$4.63$0.04
2013Summary only. Only limited summary data is available for this year.$0.73$0.53$0.20$4.39$4.39$0.00
2012Summary only. Only limited summary data is available for this year.$0.50$0.34$0.16$4.11$4.10$0.01
2011Summary only. Only limited summary data is available for this year.$0.44$0.29$0.14$4.08$4.05$0.03