Civic Intelligence

The Tommy Fund Inc

990 • Fiscal year 2019 • EIN 06-1245787

May 01, 2018 to Apr 30, 2019 • Filed on Jan 31, 2020

PO Box 8295New Haven, CT 06530

(203) 272-5291

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

61st percentile

8.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$520,252

Up $38,863 (+8.1%) from 2018

Net Assets

Up

$520,252

Up $38,863 (+8.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$119,594

Down $51,440 (-30%) from 2018

Expenses

Up

$80,731

Up $18,092 (+29%) from 2018

Net Income

Down

$38,863

Down $69,532 (-64%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $284,346Liabilities 2012: $0Net Assets 2012: $284,3462012Assets 2013: $284,000Liabilities 2013: $0Net Assets 2013: $284,0002013Assets 2014: $353,107Liabilities 2014: $11,602Net Assets 2014: $341,5052014Assets 2015: $353,315Liabilities 2015: $6,775Net Assets 2015: $346,5402015Assets 2016: $329,469Liabilities 2016: $0Net Assets 2016: $329,4692016Assets 2017: $376,187Liabilities 2017: $3,193Net Assets 2017: $372,9942017Assets 2018: $481,389Liabilities 2018: $0Net Assets 2018: $481,3892018Assets 2019: $520,252Liabilities 2019: $0Net Assets 2019: $520,2522019Assets 2020: $542,921Liabilities 2020: $0Net Assets 2020: $542,9212020Assets 2021: $721,469Liabilities 2021: $0Net Assets 2021: $721,4692021Assets 2022: $683,850Liabilities 2022: $0Net Assets 2022: $683,8502022Assets 2023: $679,933Liabilities 2023: $0Net Assets 2023: $679,9332023Assets 2024: $758,591Liabilities 2024: $0Net Assets 2024: $758,5912024

Highlighted filing

2019

Assets$520,252
Liabilities$0
Net Assets$520,252

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $202,9272012Revenue 2013: $236,493Expenses 2013: $239,157Net Income 2013: -$2,6642013Revenue 2014: $213,667Expenses 2014: $201,384Net Income 2014: $12,2832014Revenue 2015: $197,206Expenses 2015: $192,171Net Income 2015: $5,0352015Revenue 2016: $129,779Expenses 2016: $172,350Net Income 2016: -$42,5712016Revenue 2017: $124,486Expenses 2017: $93,967Net Income 2017: $30,5192017Revenue 2018: $171,034Expenses 2018: $62,639Net Income 2018: $108,3952018Revenue 2019: $119,594Expenses 2019: $80,731Net Income 2019: $38,8632019Revenue 2020: $161,224Expenses 2020: $135,466Net Income 2020: $25,7582020Revenue 2021: $191,458Expenses 2021: $144,677Net Income 2021: $46,7812021Revenue 2022: $167,909Expenses 2022: $149,212Net Income 2022: $18,6972022Revenue 2023: $289,251Expenses 2023: $206,342Net Income 2023: $82,9092023Revenue 2024: $257,756Expenses 2024: $329,105Net Income 2024: -$71,3492024

Highlighted filing

2019

Revenue$119,594
Expenses$80,731
Net Income$38,863
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jan 31, 2020
Return Version
2018v3.1
Gross Receipts
$174,820
Mission and Program Overview

Mission

To provide emotional, educational, medical and financial support to children with cancer and to their families; and to improve the cure rate of childhood cancer through yale-new haven children's hospital and the smilow cancer hospital.

To provide emotional, medical and financial support to children with cancer and their families; and to improve the cure rate of childhood cancer through yale new haven children's hospital and the smilow cancer hospital.funding shall be accomplished by offering both direct and indirect support to children with cancer and by supporting such activities as patient care, teaching and training of staff, pediatric cancer research, obtaining of special equipment for playroom and clinic areas, sponsorship of group activities for children with cancer and for their families and in the raising of funds and increasing community awareness of all such services at the smilow cancer hospital at yale new haven's children hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$337,006$372,065▲ $35,059
Cash and Non-Interest-Bearing Accounts$144,383$148,187▲ $3,804
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$481,389$520,252▲ $38,863
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$481,389$520,252▲ $38,863
Total Net Assets Fund Balance$481,389$520,252▲ $38,863
Total Liabilities and Net Assets / Fund Balance$481,389$520,252▲ $38,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$19,307$19,307
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joseph BowmanPresident
Denise CarrVice-president
Arthur LemayDirector
Douglas Berv MdDirector
Gary Kupfer MdDirector
Jennifer LedyardDirector
Jeremy SoboleskiDirector
Julia BervDirector
Katie HenryDirector
Kevin GuthDirector
Marisol LassalleDirector
Peter CarozzaDirector
Katie WinkleSecretary
Patrick SullivanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,557
Program Service Revenue
$0
Investment Income
$40,310
Other Revenue
$4,727
All Other Contributions
$74,557
Change in Net Assets
$38,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,802
Other Expenses$14,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$65,802--$65,802
Fees for Services Accounting-$6,929-$6,929
Fees for Service Investment Mgmnt Fees-$5,252-$5,252
Office Expenses-$1,536-$1,536
Advertising-$1,212-$1,212
Total Functional Expenses$65,802$14,929$0$80,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,953
Fundraising Direct Expenses$55,226
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Third Party Events$41,728$41,728$12,610$29,118
Annual Gala$18,225$18,225-$18,225
Total Events$59,953$59,953$55,226$4,727
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the board's executive committee prior to filing

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are made available to the public only upon request.

Filing and Contact Details

Filer

Filer Name
The Tommy Fund Inc
EIN
06-1245787
Phone
2032725291
Address
PO BOX 8295, NEW HAVEN, CT 06530

Signing Officer

Name
Joseph E Bowman
Title
President
Phone
2032725291
Signed
2020-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph E Bowman
Formed
1958
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Apicella Testa & Company Pc
Address
680 BRIDGEPORT AVENUE, SHELTON, CT 06484
Preparer
Achille a Apicella CPA
Phone
2039259494
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IRS990/PYInvestmentIncomeAmt039452
IRS990/PYOtherExpensesAmt011838
IRS990/PYOtherRevenueAmt0103513
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0108395
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt062639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0171034
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt038863
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0104110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0139637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0409772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039452
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02951
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02161
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt049560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0286364
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt066424
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt066424
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053426
IRS990ScheduleA/InvestmentIncomeCYPct00.06550
IRS990ScheduleA/InvestmentIncomePYPct00.05970
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93450
IRS990ScheduleA/PublicSupportPY509Pct00.94030
IRS990ScheduleA/PublicSupportTotal509Amt0762560
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0134510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0144738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0143758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189197
IRS990ScheduleA/Total509Grp/TotalAmt0762560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0184190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0153308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0145370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191358
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0815986
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019307
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019307
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055226
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0THIRD PARTY EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059953
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04727
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01095
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013705
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012610
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt041521
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt041521
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt065082
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PATIENT SUPPORT (25 FAMILIES)
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS APPROPRIATE FUNDING FOR PEDIATRIC ONCOLOGY PROGRAMS AND SERVICES WITHIN YALE-NEW HAVEN CHILDREN'S HOSPITAL AND THE SMILOW CANCER HOSPITAL. THE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS WHO VOTE ON THE FUNDING. THE ORGANIZATION REQUIRES WRITTEN REQUESTS FROM THE RECIPIENT WHICH DOCUMENTS THE RECEIPT AND PURPOSE OF THE GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE L, PART I, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0481389
IRS990/TotalAssetsEOYAmt0520252
IRS990/TotalAssetsGrp/BOYAmt0481389
IRS990/TotalAssetsGrp/EOYAmt0520252
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074557
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014929
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065802
IRS990/TotalFunctionalExpensesGrp/TotalAmt080731
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0481389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520252
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt065802
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119594
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$2.58$3.29$0.71
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$2.89$2.06$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$1.68$1.49$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$1.91$1.45$0.47
2020Summary only. Only limited summary data is available for this year.$5.43$0.00$5.43$1.61$1.35$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$1.20$0.81$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$1.71$0.63$1.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.03$3.73$1.24$0.94$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.30$1.72$0.43
2015Summary only. Only limited summary data is available for this year.$3.53$0.07$3.47$1.97$1.92$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.12$3.42$2.14$2.01$0.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.84$0.00$2.84$2.36$2.39$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.00$2.84$2.03
Peer Organizations

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