Civic Intelligence

Cummings & Lockwood Foundation Inc.

990PF • Fiscal year 2019 • EIN 06-1426176

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

Six Landmark SquareStamford, CT 06901

(203) 327-1700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.1%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$19,349

Up $582 (+3.1%) from 2018

Net Assets

Up

$19,349

Up $582 (+3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$25,000

Down $2,500 (-9.1%) from 2018

Expenses

Down

$24,418

Down $28,938 (-54%) from 2018

Net Income

Up

$582

Up $26,438 (+102%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $67,096Liabilities 2011: $02011Assets 2012: $22,667Liabilities 2012: $02012Assets 2013: $28,814Liabilities 2013: $02013Assets 2014: $43,036Liabilities 2014: $0Net Assets 2014: $43,0362014Assets 2015: $55,365Liabilities 2015: $0Net Assets 2015: $55,3652015Assets 2016: $65,149Liabilities 2016: $0Net Assets 2016: $65,1492016Assets 2017: $44,623Liabilities 2017: $0Net Assets 2017: $44,6232017Assets 2018: $18,767Liabilities 2018: $0Net Assets 2018: $18,7672018Assets 2019: $19,349Liabilities 2019: $0Net Assets 2019: $19,3492019Assets 2020: $30,794Liabilities 2020: $0Net Assets 2020: $30,7942020Assets 2021: $35,697Liabilities 2021: $0Net Assets 2021: $35,6972021Assets 2022: $40,111Liabilities 2022: $0Net Assets 2022: $40,1112022Assets 2023: $42,385Liabilities 2023: $0Net Assets 2023: $42,3852023Assets 2024: $24,585Liabilities 2024: $0Net Assets 2024: $24,5852024

Highlighted filing

2019

Assets$19,349
Liabilities$0
Net Assets$19,349

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $45,000Expenses 2011: $39,653Net Income 2011: $5,3472011Revenue 2012: $1,000Expenses 2012: $45,429Net Income 2012: -$44,4292012Revenue 2013: $45,000Expenses 2013: $38,853Net Income 2013: $6,1472013Revenue 2014: $45,000Expenses 2014: $30,778Net Income 2014: $14,2222014Revenue 2015: $47,000Expenses 2015: $34,671Net Income 2015: $12,3292015Revenue 2016: $45,000Expenses 2016: $35,216Net Income 2016: $9,7842016Revenue 2017: $44,000Expenses 2017: $64,526Net Income 2017: -$20,5262017Revenue 2018: $27,500Expenses 2018: $53,356Net Income 2018: -$25,8562018Revenue 2019: $25,000Expenses 2019: $24,418Net Income 2019: $5822019Revenue 2020: $25,000Expenses 2020: $13,555Net Income 2020: $11,4452020Revenue 2021: $28,000Expenses 2021: $23,097Net Income 2021: $4,9032021Revenue 2022: $30,000Expenses 2022: $25,586Net Income 2022: $4,4142022Revenue 2023: $30,000Expenses 2023: $27,726Net Income 2023: $2,2742023Revenue 2024: $0Expenses 2024: $17,800Net Income 2024: -$17,8002024

Highlighted filing

2019

Revenue$25,000
Expenses$24,418
Net Income$582
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN B MILLSPresident-$0--
MICHAEL J HINTONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTAMFORD DOWNTOWN SPECIAL SERVICES DISTRICTGENERAL SUPPORTNCSTAMFORD, CT, US$4,000
Paid GrantVARIOUSGENERAL SUPPORTPCVARIOUS, CT, US$3,250
Paid GrantCHILD GUIDANCE CENTER OF SOUTHERN CTGENERAL SUPPORTPCSTAMFORD, CT, US$2,500
Paid GrantGREENWICH TREE CONSERVANCY INCGENERAL SUPPORTPCGREENWICH, CT, US$2,000
Paid GrantBOBBY NICHOLS - FIDDLESTICKS CHARITY FOUNDATIONGENERAL SUPPORTPCFORT MYERS, FL, US$1,500
Paid GrantSHADOW WOOD CHARITABLE FOUNDATIONGENERAL SUPPORTPCBONITA SPRINGS, FL, US$1,500
Paid GrantSTAMFORD SYMPHONY ORCHESTRA INCGENERAL SUPPORTPCSTAMFORD, CT, US$1,500
Paid GrantUNITED WAY OF GREENWICH INCGENERAL SUPPORTPCGREENWICH, CT, US$1,500
Paid GrantDOMESTIC VIOLENCE CRISIS CENTERGENERAL SUPPORTPCSTAMFORD, CT, US$1,500
Paid GrantCONNECTICUT LEGAL SERVICESGENERAL SUPPORTPCMIDDLETOWN, CT, US$1,000
Paid GrantJUNIOR ACHIEVMENT OF SOUTHWEST FLORIDA INCGENERAL SUPPORTPCFORT MYERS, FL, US$1,000
Paid GrantBOYS AND GIRLS CLUB OF COLLIER COUNTY FLORIDA INCGENERAL SUPPORTPCNAPLES, FL, US$1,000
Paid GrantGREENWICH PRESERVATION TRUST INCGENERAL SUPPORTPCGREENWICH, CT, US$750
Paid GrantLEAGUE OF WOMEN VOTERS OF CONNECTICUTGENERAL SUPPORTPCHAMDEN, CT, US$750
Paid GrantNAPLES HISTORICAL SOCIETY INCGENERAL SUPPORTPCNAPLES, FL, US$535
Filing and Contact Details

Filer

Filer Name
Cummings & Lockwood Foundation Inc
EIN
06-1426176
Phone
2033271700
Address
SIX LANDMARK SQUARE, STAMFORD, CT 06901

Signing Officer

Name
Jonathan Mills Esq
Title
President
Phone
2033271700
Signed
2020-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Blum Shapiro & Company Pc
Address
2 ENTERPRISE DRIVE, SHELTON, CT 06484
Preparer
Thomas Krywinski
Phone
2039442100
Raw XML AppendixShowing 400 of 410 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14750
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SHADOW WOOD CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6STAMFORD DOWNTOWN SPECIAL SERVICES DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7STAMFORD SYMPHONY ORCHESTRA INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt262 WASHINGTON STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6FIVE LANDMARK SQUARE SUITE 110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 LAFAYETTE COURT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141890 DIXWELL AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14HAMDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd806830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd906901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1006830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1106901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1233907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1334104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1406514
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024285
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0849
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0203080
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt061871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032452
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023569
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0232282
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0208713
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MILLS ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02033271700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUMMINGS & LOCKWOOD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CUMM
ReturnHeader/Filer/EIN0061426176
ReturnHeader/Filer/PhoneNum02033271700
ReturnHeader/Filer/USAddress/AddressLine1Txt0SIX LANDMARK SQUARE
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
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ReturnHeader/Filer/USAddress/ZIPCd006901
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.251.63.131
ReturnHeader/FilingSecurityInformation/IPDt02020-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:44:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 ENTERPRISE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.00$17.8$17.8
2023Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$30.0$27.7$2.27
2022Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$30.0$25.6$4.41
2021Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$28.0$23.1$4.90
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$25.0$13.6$11.4
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$25.0$24.4$0.58
2018Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$27.5$53.4$25.9
2017Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$44.0$64.5$20.5
2016Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$45.0$35.2$9.78
2015Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$47.0$34.7$12.3
2014Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$45.0$30.8$14.2
2013Summary only. Only limited summary data is available for this year.$28.8$0.00$45.0$38.9$6.15
2012Summary only. Only limited summary data is available for this year.$22.7$0.00$1.00$45.4$44.4
2011Summary only. Only limited summary data is available for this year.$67.1$0.00$45.0$39.7$5.35