Civic Intelligence

The Scotty Fund Inc

990 • Fiscal year 2021 • EIN 06-1466061

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 13, 2022

Organization ProfileWWW.SCOTTYFUND.ORG
PO Box 1080Bethel, CT 06801

(203) 798-8767

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

37th percentile

5.2%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$726,589

Up $13,406 (+1.9%) from 2020

Net Assets

Up

$726,589

Up $13,406 (+1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin37th percentile

Revenue

Down

$257,682

Down $81,577 (-24%) from 2020

Expenses

Up

$244,276

Up $93,583 (+62%) from 2020

Net Income

Down

$13,406

Down $175,160 (-93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $191,221Liabilities 2011: $02011Assets 2012: $266,976Liabilities 2012: $02012Assets 2013: $275,575Liabilities 2013: $0Net Assets 2013: $275,5752013Assets 2014: $333,200Liabilities 2014: $0Net Assets 2014: $333,2002014Assets 2015: $371,661Liabilities 2015: $0Net Assets 2015: $371,6612015Assets 2016: $431,041Liabilities 2016: $0Net Assets 2016: $431,0412016Assets 2017: $458,474Liabilities 2017: $0Net Assets 2017: $458,4742017Assets 2018: $451,967Liabilities 2018: $0Net Assets 2018: $451,9672018Assets 2019: $524,617Liabilities 2019: $0Net Assets 2019: $524,6172019Assets 2020: $713,183Liabilities 2020: $0Net Assets 2020: $713,1832020Assets 2021: $726,589Liabilities 2021: $0Net Assets 2021: $726,5892021Assets 2022: $971,950Liabilities 2022: $0Net Assets 2022: $971,9502022Assets 2023: $943,339Liabilities 2023: $0Net Assets 2023: $943,3392023Assets 2024: $1,006,306Liabilities 2024: $0Net Assets 2024: $1,006,3062024

Highlighted filing

2021

Assets$726,589
Liabilities$0
Net Assets$726,589
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$200K$0-$200KRevenue 2011: $146,150Expenses 2011: $111,744Net Income 2011: $34,4062011Revenue 2012: $177,466Expenses 2012: $101,711Net Income 2012: $75,7552012Revenue 2013: $151,290Expenses 2013: $142,691Net Income 2013: $8,5992013Revenue 2014: $151,295Expenses 2014: $93,670Net Income 2014: $57,6252014Revenue 2015: $194,689Expenses 2015: $156,228Net Income 2015: $38,4612015Revenue 2016: $173,759Expenses 2016: $114,379Net Income 2016: $59,3802016Revenue 2017: $157,301Expenses 2017: $129,868Net Income 2017: $27,4332017Revenue 2018: $186,799Expenses 2018: $193,306Net Income 2018: -$6,5072018Revenue 2019: $203,582Expenses 2019: $130,932Net Income 2019: $72,6502019Revenue 2020: $339,259Expenses 2020: $150,693Net Income 2020: $188,5662020Revenue 2021: $257,682Expenses 2021: $244,276Net Income 2021: $13,4062021Revenue 2022: $344,898Expenses 2022: $99,537Net Income 2022: $245,3612022Revenue 2023: $307,105Expenses 2023: $335,716Net Income 2023: -$28,6112023Revenue 2024: $381,207Expenses 2024: $318,241Net Income 2024: $62,9662024

Highlighted filing

2021

Revenue$257,682
Expenses$244,276
Net Income$13,406
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 13, 2022
Return Version
2021v4.2
Gross Receipts
$259,084
Mission and Program Overview

Mission

Help erase the financial burden associated with a critical illness and provide family support.

Provide financial and family support to children with life-threatening and critical illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$639,016$648,665▲ $9,649
Investments Other Securities$52,331$56,086▲ $3,755
Savings and Temporary Cash Investments$21,836$21,838▲ $2
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$713,183$726,589▲ $13,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$713,183$726,589▲ $13,406
Total Net Assets Fund Balance$713,183$726,589▲ $13,406
Total Liabilities and Net Assets / Fund Balance$713,183$726,589▲ $13,406

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,500-
Other Securities$20,458--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Linda AndersonPresident
Emma KozlowskiBoard Member
Fran DemersBoard Member
Kai-lin GarrisonBoard Member
Kathy GalbisBoard Member
Konnie DavisBoard Member
Mark AndersonBoard Member
Mary Beth CookeBoard Member
Nancy HowlandBoard Member
Susan KellyBoard Member
Jen BrunoSecretary
Anne StevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$81,245
Program Service Revenue
$0
Investment Income
$3,965
Other Revenue
$172,472
All Other Contributions
$81,245
Change in Net Assets
$13,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$241,584
Other Expenses$2,692
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$241,584--$241,584
Office Expenses-$2,692-$2,692
Total Functional Expenses$241,584$2,692$0$244,276
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$160,703
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$218,181$151,475-$151,475
Golf Tournament$57,347$9,659-$9,659
Total Events$277,750$160,703-$160,703
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
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
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
Yes
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

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Scotty Fund Inc
EIN
06-1466061
Phone
2037988767
Address
PO BOX 1080, BETHEL, CT 06801

Signing Officer

Name
Linda Anderson
Title
President
Phone
2037988767
Signed
2022-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Anderson
Formed
1996
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mittler Mercaldo & Braun Pc
Address
42 MAIN STREET, DANBURY, CT 06810
Preparer
Anthony J Mercaldo
Phone
2037923190
Raw XML Appendix399 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0DELAWARE SELECT GROWTH CLASS A
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DELAWARE SMID GROWTH CLASS A
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DELAWARE INVESTMENTS ULTRASHORT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DELAWARE LIMITED DURATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt056086
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0117047
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt066706
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt047688
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02653
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0218181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0277750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0151475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0-431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0160703
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0160703
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0222189
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANT MONEY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0713183
IRS990/TotalAssetsEOYAmt0726589
IRS990/TotalAssetsGrp/BOYAmt0713183
IRS990/TotalAssetsGrp/EOYAmt0726589
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt081245
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02692
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0241584
IRS990/TotalFunctionalExpensesGrp/TotalAmt0244276
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0713183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0726589
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0241584
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0164668
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257682
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0713183
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0726589
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0141 DODGINGTOWN RD
IRS990/USAddress/CityNm0BETHEL
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006801
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SCOTTYFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02037988767
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCOTTY FUND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LINDA ANDERSON
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0061466061
ReturnHeader/Filer/PhoneNum02037988767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1080
ReturnHeader/Filer/USAddress/CityNm0BETHEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061123431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITTLER MERCALDO & BRAUN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006810
ReturnHeader/PreparerPersonGrp/PhoneNum02037923190
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J MERCALDO
ReturnHeader/ReturnTs02022-09-06T07:59:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$726,589
Liabilities
$0
Net assets
$726,589
Revenue
$257,682
Expenses
$244,276
Net income
$13,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.38$0.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.31$0.34$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.34$0.10$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.26$0.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.34$0.15$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.20$0.13$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.19$0.19$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.16$0.13$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.17$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.19$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.15$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.15$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.18$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.15$0.11$0.03
Peer Organizations

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