Civic Intelligence

Boca Lending Corporation

EIN 06-1410056 • 501(c)2 • Norwalk, CT

Profile

The corporation holds title to investments generating income which will be turned over to general electric pension trust (gept) after deducting expenses pursuant to irc section 501(c)(2). Gept will use such income less expenses to further its exempt purposes.

901 Main AvenueNorwalk, CT 06851

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.00x

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

501(c)2 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

0.0%

Faster asset growth than 71% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets47th percentile

Assets

Flat

$0

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,783,908Liabilities 2011: $0Net Assets 2011: $2,783,9082011Assets 2012: $186,891Liabilities 2012: $0Net Assets 2012: $186,8912012Assets 2013: $186,891Liabilities 2013: $0Net Assets 2013: $186,8912013Assets 2014: $186,891Liabilities 2014: $0Net Assets 2014: $186,8912014Assets 2015: $186,891Liabilities 2015: $0Net Assets 2015: $186,8912015Assets 2016: $186,891Liabilities 2016: $0Net Assets 2016: $186,8912016Assets 2017: $186,891Liabilities 2017: $0Net Assets 2017: $186,8912017Assets 2018: $186,891Liabilities 2018: $0Net Assets 2018: $186,8912018Assets 2019: $186,891Liabilities 2019: $0Net Assets 2019: $186,8912019Assets 2020: $186,891Liabilities 2020: $0Net Assets 2020: $186,8912020Assets 2021: $186,891Liabilities 2021: $0Net Assets 2021: $186,8912021Assets 2022: $186,891Liabilities 2022: $0Net Assets 2022: $186,8912022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MRevenue 2011: $0Expenses 2011: $17,952,399Net Income 2011: -$17,952,3992011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.00$0.00$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.00$18.0$18.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Sep 6, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

The corporation holds title to investments generating income which will be turned over to general electric pension trust (gept) after deducting expenses pursuant to irc section 501(c)(2). Gept will use such income less expenses to further its exempt purposes.

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SKIP WELLSDirector/Pres/Sec*-$0--
Filing and Contact Details

Filer

Filer Name
Boca Lending Corporation
EIN
06-1410056
In Care Of
% RICHARD MIDDLEBROOK
Phone
2033732211
Address
901 MAIN AVENUE, NORWALK, CT 06851

Signing Officer

Name
Richard Middlebrook
Title
Controller
Phone
2033732211
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Robert W Friz
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part IV - Average Hours

“In total, it is estimated that skip wells spends 2 to 4 hours per year on the activities of this organization.”

Raw XML Appendix122 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD MIDDLEBROOK
IRS990EZ/BooksInCareOfDetail/PhoneNum02033732211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 MAIN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006851
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SKIP WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/PRES/SEC*
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION HOLDS TITLE TO INVESTMENTS GENERATING INCOME WHICH WILL BE TURNED OVER TO GENERAL ELECTRIC PENSION TRUST (GEPT) AFTER DEDUCTING EXPENSES PURSUANT TO IRC SECTION 501(C)(2). GEPT WILL USE SUCH INCOME LESS EXPENSES TO FURTHER ITS EXEMPT PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NONE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-09-06
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0146015763
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(A)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0GENERAL ELECTRIC PENSION TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0901 MAIN AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NORWALK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd006851
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0IN A PRIOR YEAR, BOCA LENDING CORPORATION DISTRIBUTED ALL OF ITS ASSETS TO ITS SOLE MEMBER, GENERAL ELECTRIC PENSION TRUST. SO, THERE WERE NO ASSETS TO DISTRIBUTE UPON ITS DISSOLUTION.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN TOTAL, IT IS ESTIMATED THAT SKIP WELLS SPENDS 2 TO 4 HOURS PER YEAR ON THE ACTIVITIES OF THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ, PART IV - AVERAGE HOURS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MIDDLEBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033732211
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOCA LENDING CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0BOCA
ReturnHeader/Filer/EIN0061410056
ReturnHeader/Filer/InCareOfNm0% RICHARD MIDDLEBROOK
ReturnHeader/Filer/PhoneNum02033732211
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 MAIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006851
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W FRIZ
ReturnHeader/ReturnTs02024-11-14T12:14:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-09-06
ReturnHeader/TaxYr02023

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