Civic Intelligence

Brian House Inc.

990 • Fiscal year 2022 • EIN 06-1081008

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

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

81st percentile

0.51x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.14x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

54th percentile

8.7%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$161,940

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,317,293

Up $521,232 (+29%) from 2021

Net Assets

Up

$1,124,135

Up $725,641 (+182%) from 2021

Liabilities

Down

$1,193,158

Down $204,409 (-15%) from 2021

Revenue

Up

$8,385,048

Up $1,234,818 (+17%) from 2021

Expenses

Up

$7,659,407

Up $733,807 (+11%) from 2021

Net Income

Up

$725,641

Up $501,011 (+223%) from 2021

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

2022

Assets$2,317,293
Liabilities$1,193,158
Net Assets$1,124,135

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

2022

Revenue$8,385,048
Expenses$7,659,407
Net Income$725,641
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.1
Gross Receipts
$8,385,048
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$619,777$1,358,956▲ $739,179
Cash and Non-Interest-Bearing Accounts$288,914$380,315▲ $91,401
Accounts Receivable$551,967$287,542▼ $264,425
Investments in Publicly Traded Securities$12,129$13,058▲ $929
Prepaid Expenses and Deferred Charges$2,004$7,639▲ $5,635
Total Assets$1,796,061$2,317,293▲ $521,232
Other Assets Total$321,270$269,783▼ $51,487
Liabilities
Accounts Payable and Accrued Expenses$360,650$490,927▲ $130,277
Other Liabilities$511,642$411,258▼ $100,384
Deferred Revenue$171,434$176,740▲ $5,306
Mortgage Notes Payable Secured by Investment Property$353,841$114,233▼ $239,608
Total Liabilities$1,397,567$1,193,158▼ $204,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$339,810$1,060,749▲ $720,939
Net Assets With Donor Restrictions$58,684$63,386▲ $4,702
Total Net Assets Fund Balance$398,494$1,124,135▲ $725,641
Total Liabilities and Net Assets / Fund Balance$1,796,061$2,317,293▲ $521,232

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$766,094$23,056$789,150
Leasehold Improvements$143,277$352,541$495,818
Other Land Buildings$105,330$326,828$432,158
Land$320,850-$320,850
Equipment$23,405$252,561$275,966
Other Assets Org$45,439--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret a WinkelyPresidentPT$98,042$63,898$161,940
Michael W BoileauCFOPT$71,769$53,501$125,270
David F MeadeVice PresidentPT$81,711$41,489$123,200
Margaret a Winkely--$98,042$21,245$119,287

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
$1,026,714
Program Service Revenue
$7,361,728
Investment Income
$0
Other Revenue
$-3,394
All Other Contributions
$1,026,714
Change in Net Assets
$725,641

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,385,048
Total Revenue per Audited Statements
$8,385,048
Total Revenue per Form 990
$8,385,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,070,089
Other Expenses$1,589,318
Total Fundraising Expense$12,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$4,328,765$265,982$0$4,594,747
Other Employee Benefits$709,284$43,194$0$752,478
Occupancy$493,253$167,531$0$660,784
Payroll Taxes$353,583$35,734$0$389,317
Current Officers, Directors, Trustees, and Key Employees$124,261$209,286$0$333,547
Office Expenses$133,941$95,197$1,890$231,028
Travel$189,210$4,642$0$193,852
Other Expenses$163,376$0$0$163,376
Depreciation Depletion$127,055$3,100$0$130,155
Fees for Services Other$44,800$60,641$10,400$115,841
Insurance$21,114$47,805$0$68,919
Interest$25,363$0$0$25,363
Total Functional Expenses$6,714,005$933,112$12,290$7,659,407

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,659,407
Total Expenses per Audited Statements$7,659,407
Total Expenses per Form 990$7,659,407
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$1,833
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Custodial Liability$183,864
Due to Related Party$120,371
Unemployment Reserve Funds$55,813
Due to State$43,935
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
Christina Hall
Title
Executive Director
Phone
8603454457
Signed
2023-05-01
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
191
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 trustees and officers meetings.

Pt VI, Line 15A

SALARY FOR CEO IS REVIEWED AND APPROVED ANNUALLY. IT IS MEASURED AGAINST DATA FOR CEOs OF SIMILAR-SIZED 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, 2019 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/PrepaidExpensesDefrdChargesGrp/BOYAmt02004
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07639
IRS990/PrincipalOfficerNm0MARGARET A WINKLEY
IRS990/ProfessionalFundraisingInd0false
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/TotalRevenueColumnAmt05290280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11461686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2609762
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0INDIVIDUALIZED HOME SUPPORTS - BRIAN HOUSE, INC. PROVIDES TARGETED SUPPORTS TO RESIDENTS LIVING IN A SEMI-INDEPENDENT ENVIRONMENT AS DESCRIBED IN THEIR OVERALL PLAN OF CARE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0573664
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0523577
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR SUPPORTS - DAY SUPPORTS ARE PROVIDED TO INDIVIDUALS AT THEIR RESIDENCE THAT ARE UNABLE TO ATTEND ANOTHER DAY PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0391952
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0609762
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0548720
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01387931
IRS990/PYOtherRevenueAmt014009
IRS990/PYProgramServiceRevenueAmt06587501
IRS990/PYRevenuesLessExpensesAmt0224630
IRS990/PYSalariesCompEmpBnftPaidAmt05537669
IRS990/PYTotalExpensesAmt06925600
IRS990/PYTotalRevenueAmt07150230
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0725641
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06228388
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS 2017: 9974. 2018: 2777. 2019: 22419. 2020: 14009. 2021: -3394. Description: CONTRIBUTION OF USE OF REAL PROPERTY 2020: 172890. 2021: 198195. Description: CONTRIBUTION OF REAL PROPERTY 2020: 315000. 2021: 795000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0198988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07361728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06587501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06460320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05766788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05212979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031389316
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0989801
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0501899
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt022419
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02777
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09974
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01526870
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.95390
IRS990ScheduleA/PublicSupportPY509Pct00.98200
IRS990ScheduleA/PublicSupportTotal509Amt031588304
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07395247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06648331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06548976
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05768402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05227348
IRS990ScheduleA/Total509Grp/TotalAmt031588304
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033115174
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0766094
IRS990ScheduleD/BuildingsGrp/DepreciationAmt023056
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0789150
IRS990ScheduleD/EquipmentGrp/BookValueAmt023405
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252561
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0275966
IRS990ScheduleD/ExpensesSubtotalAmt07659407
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0320850
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0320850
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0143277
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0352541
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0495818
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0183864
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt140480
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt245439
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CLIENT CUSTODIAL ACCOUNTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2UNEMPLOYMENT RESERVE FUNDS HELD
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0105330
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0326828
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0432158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2120371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3183864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt455813
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/RevenueSubtotalAmt08385048
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, 2019 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/TotalBookValueLandBuildingsAmt01358956
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0269783
IRS990ScheduleD/TotalExpensesPerForm990Amt07659407
IRS990ScheduleD/TotalLiabilityAmt0411258
IRS990ScheduleD/TotalRevenuePerForm990Amt08385048
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08385048
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07659407
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt098042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt036657
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05996
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARGARET A WINKELY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0119287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt042653
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARGARET WINKLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01833
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 TRUSTEES AND OFFICERS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY FOR CEO IS REVIEWED AND APPROVED ANNUALLY. IT IS MEASURED AGAINST DATA FOR CEOs OF SIMILAR-SIZED AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SALARY PERSONNEL ARE APPROVED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.

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
2022Detailed filing. Detailed filing data is available for this year.$2.32$1.19$1.12$8.39$7.66$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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