Civic Intelligence

The Graham Foundation Inc

990PF • Fiscal year 2017 • EIN 06-1337821

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 11, 2018

Organization Profile
PO Box 548Farmington, CT 06034

(860) 677-2621

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.08x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

7.2%

Faster asset growth than 61% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

678%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$425,589

Up $28,426 (+7.2%) from 2016

Net Assets

Up

$423,364

Up $28,087 (+7.1%) from 2016

Liabilities

Up

$2,225

Up $339 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin74th percentile

Revenue

Up

$27,676

Up $24,120 (+678%) from 2016

Expenses

Up

$22,732

Up $1,321 (+6.2%) from 2016

Net Income

Up

$4,944

Up $22,799 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2010: $344,548Liabilities 2010: $90Net Assets 2010: $344,4582010Assets 2011: $318,555Liabilities 2011: $64Net Assets 2011: $318,4912011Assets 2012: $350,645Liabilities 2012: $1,742Net Assets 2012: $348,9032012Assets 2013: $428,100Liabilities 2013: $1,787Net Assets 2013: $426,3132013Assets 2014: $404,790Liabilities 2014: $104Net Assets 2014: $404,6862014Assets 2015: $385,308Liabilities 2015: $406Net Assets 2015: $384,9022015Assets 2016: $397,163Liabilities 2016: $1,886Net Assets 2016: $395,2772016Assets 2017: $425,589Liabilities 2017: $2,225Net Assets 2017: $423,3642017Assets 2018: $379,096Liabilities 2018: $2,083Net Assets 2018: $377,0132018Assets 2019: $421,142Liabilities 2019: $2,190Net Assets 2019: $418,9522019Assets 2020: $413,615Liabilities 2020: $503Net Assets 2020: $413,1122020Assets 2021: $448,081Liabilities 2021: $780Net Assets 2021: $447,3012021Assets 2022: $403,816Liabilities 2022: $802Net Assets 2022: $403,0142022Assets 2023: $394,183Liabilities 2023: $539Net Assets 2023: $393,6442023Assets 2024: $435,736Liabilities 2024: $850Net Assets 2024: $434,8862024

Highlighted filing

2017

Assets$425,589
Liabilities$2,225
Net Assets$423,364
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$40K$20K$0-$20KExpenses 2010: $17,0902010Expenses 2011: $19,2642011Expenses 2012: $18,2422012Revenue 2013: $7,561Expenses 2013: $16,845Net Income 2013: -$9,2842013Revenue 2014: $18,001Expenses 2014: $27,609Net Income 2014: -$9,6082014Revenue 2015: $8,654Expenses 2015: $22,414Net Income 2015: -$13,7602015Revenue 2016: $3,556Expenses 2016: $21,411Net Income 2016: -$17,8552016Revenue 2017: $27,676Expenses 2017: $22,732Net Income 2017: $4,9442017Revenue 2018: $25,217Expenses 2018: $25,125Net Income 2018: $922018Revenue 2019: $21,650Expenses 2019: $22,093Net Income 2019: -$4432019Revenue 2020: $2,966Expenses 2020: $21,904Net Income 2020: -$18,9382020Revenue 2021: $35,407Expenses 2021: $25,134Net Income 2021: $10,2732021Revenue 2022: $37,583Expenses 2022: $29,678Net Income 2022: $7,9052022Revenue 2023: $17,385Expenses 2023: $21,960Net Income 2023: -$4,5752023Revenue 2024: $39,828Expenses 2024: $24,937Net Income 2024: $14,8912024

Highlighted filing

2017

Revenue$27,676
Expenses$22,732
Net Income$4,944
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN RAYPresident-$0--
SUSAN REEVESecretary/Tr-$0--
ROBIN BARRETTDirector-$0--
STEVEN ZARMSKYDirector-$0--
KATHLEEN C GREIDEREx-Officio-$0--
BROOKE STANZIALEEx-Officio-$0--
BETSY SARGENTDirector-$0--
CHRISTIAN HOHEBDirector-$0--
RICHARD BYERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Graham Foundation Inc
EIN
06-1337821
Phone
8606772621
Address
PO BOX 548, FARMINGTON, CT 06034

Signing Officer

Name
Kevin Ray
Title
President
Phone
8606772621
Signed
2018-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Jessica L Bragg CPA
Phone
8606774697
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7FARMINGTON
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0410062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0394009
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234829
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KEVIN RAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 548
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006034
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606772621
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE FINANCIAL ASSISTANCE TO GRADUATES OF FARMINGTON HIGH SCHOOL WHO ARE OR WERE RESIDENTS OF THIS TOWN AT THE TIME OF GRADUATION TO ASSIST IN FURTHERING THEIR EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt017000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION AND ESSAY REGARDING CAREER PLANS.

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$425,589
Liabilities
$2,225
Net assets
$423,364
Revenue
$27,676
Expenses
$22,732
Net income
$4,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.01$4.35$0.40$0.25$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.01$3.94$0.17$0.22$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.38$0.30$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.01$4.47$0.35$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$0.03$0.22$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.02$4.19$0.22$0.22$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.02$3.77$0.25$0.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.02$4.23$0.28$0.23$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.95$0.04$0.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.09$0.22$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.18$0.28$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.28$0.02$4.26$0.08$0.17$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.51$0.02$3.49$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.18$0.19
2010Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.44$0.17