Civic Intelligence

The Meriden-Wallingford Community F Foundation Inc.

990 • Fiscal year 2018 • EIN 06-1484149

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 10, 2018

Organization ProfileMW-CF.ORG
35 Pleasant Street - Ste 1EMeriden, CT 06450

(203) 235-4403

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,173,291

Up $466,610 (+27%) from 2017

Net Assets

Up

$2,098,921

Up $466,610 (+29%) from 2017

Liabilities

Flat

$74,370

Flat from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$521,133

Up $137,677 (+36%) from 2017

Expenses

Up

$87,354

Up $11,658 (+15%) from 2017

Net Income

Up

$433,779

Up $126,019 (+41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $532,097Liabilities 2011: $75,997Net Assets 2011: $456,1002011Assets 2012: $623,279Liabilities 2012: $74,370Net Assets 2012: $548,9092012Assets 2013: $746,049Liabilities 2013: $74,370Net Assets 2013: $671,6792013Assets 2014: $1,283,590Liabilities 2014: $74,370Net Assets 2014: $1,209,2202014Assets 2015: $1,361,293Liabilities 2015: $74,370Net Assets 2015: $1,286,9232015Assets 2016: $1,409,781Liabilities 2016: $74,370Net Assets 2016: $1,335,4112016Assets 2017: $1,706,681Liabilities 2017: $74,370Net Assets 2017: $1,632,3112017Assets 2018: $2,173,291Liabilities 2018: $74,370Net Assets 2018: $2,098,9212018Assets 2019: $2,416,951Liabilities 2019: $74,370Net Assets 2019: $2,342,5812019Assets 2020: $2,575,843Liabilities 2020: $74,370Net Assets 2020: $2,501,4732020Assets 2022: $2,911,453Liabilities 2022: $74,370Net Assets 2022: $2,837,0832022Assets 2023: $3,431,862Liabilities 2023: $0Net Assets 2023: $3,431,8622023Assets 2025: $3,952,356Liabilities 2025: $5,863Net Assets 2025: $3,946,4932025

Highlighted filing

2018

Assets$2,173,291
Liabilities$74,370
Net Assets$2,098,921
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $9,286Expenses 2011: $13,411Net Income 2011: -$4,1252011Revenue 2012: $128,742Expenses 2012: $26,217Net Income 2012: $102,5252012Revenue 2013: $123,713Expenses 2013: $31,886Net Income 2013: $91,8272013Revenue 2014: $153,527Expenses 2014: $30,282Net Income 2014: $123,2452014Revenue 2015: $147,575Expenses 2015: $55,058Net Income 2015: $92,5172015Revenue 2016: $117,627Expenses 2016: $57,437Net Income 2016: $60,1902016Revenue 2017: $383,456Expenses 2017: $75,696Net Income 2017: $307,7602017Revenue 2018: $521,133Expenses 2018: $87,354Net Income 2018: $433,7792018Revenue 2019: $370,254Expenses 2019: $113,556Net Income 2019: $256,6982019Revenue 2020: $171,865Expenses 2020: $264,251Net Income 2020: -$92,3862020Revenue 2022: $217,560Expenses 2022: $104,095Net Income 2022: $113,4652022Revenue 2023: $203,236Expenses 2023: $62,798Net Income 2023: $140,4382023Revenue 2025: $163,561Expenses 2025: $105,829Net Income 2025: $57,7322025

Highlighted filing

2018

Revenue$521,133
Expenses$87,354
Net Income$433,779
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 10, 2018
Return Version
2017v2.3
Gross Receipts
$989,343
Mission and Program Overview

Mission

Organized to provide for the charitable wishes of donors who desire to establish long-term support primarily through meriden and wallingford charitable agencies.

Organized to provide for the charitable wishes of donors who desire to establish long-term support for families and individuals through the united way and its charitable agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,557,170$2,007,106▲ $449,936
Savings and Temporary Cash Investments$121,647$140,871▲ $19,224
Cash and Non-Interest-Bearing Accounts$27,865$25,314▼ $2,551
Total Assets$1,706,682$2,173,291▲ $466,609
Liabilities
Other Liabilities$74,370$74,370→ $0
Total Liabilities$74,370$74,370→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,632,312$2,098,921▲ $466,609
Total Net Assets Fund Balance$1,632,312$2,098,921▲ $466,609
Total Liabilities and Net Assets / Fund Balance$1,706,682$2,173,291▲ $466,609
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roger KempPresident &
-Director
Weston UlbrichDirector
Jane AshtonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$428,414
Program Service Revenue
$0
Investment Income
$92,719
Other Revenue
$0
All Other Contributions
$428,414
Change in Net Assets
$433,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,544
Other Expenses$11,810
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,544--$75,544
Fees for Service Investment Mgmnt Fees$9,311--$9,311
Insurance$1,037--$1,037
Occupancy$780--$780
Information Technology$482--$482
Office Expenses$200--$200
Total Functional Expenses$87,354$0$0$87,354
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Meriden & WallMeriden, CT501c3Fund Activities$23,637
Meriden City MissionMeriden, CT501c3Fund Activities$22,018
Meriden Boys & Girls ClubMeriden, CT501c3Fund Activities$11,558
Fred Ulbrich Memorial FdWallingford, CT-Fund Activities$7,910
Midstate Chamber of CommerceMeriden, CT501c3Fund Activities$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for United Way$74,370
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed by board prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization requires officers and directors to disclose any conflicts of interest on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related to tax exempt status are available to public at the offices of the united way during normal working hours.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Central Ct
EIN
06-1484149
Phone
2032354403
Address
35 PLEASANT STREET - STE 1E, MERIDEN, CT 06450

Signing Officer

Name
John Augustyn
Title
President & Treas.
Phone
2032354403
Signed
2018-03-10
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
30

Preparer

Firm
Davis Mascola & Phillips LLC
Address
85 BARNES RD STE 207, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Organized to provide for the charitable wishes of donors who desire to establish long-term support for families and individuals through the united way and its charitable agencies.”

Form 990, Part XI, Line 9

“UNREALIZED GAIN 32,830”

Raw XML Appendix400 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102567
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0771547
IRS990ScheduleA/TotalSupportAmt0862846
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt074370
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IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt111558
IRS990ScheduleI/RecipientTable/CashGrantAmt223637
IRS990ScheduleI/RecipientTable/CashGrantAmt322018
IRS990ScheduleI/RecipientTable/CashGrantAmt47910
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MIDSTATE CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MERIDEN BOYS & GIRLS CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNITED WAY OF MERIDEN & WALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MERIDEN CITY MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FRED ULBRICH MEMORIAL FD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0546 S BROAD ST 2C
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt115 LINCOLN STREET
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt335 PLEASANT ST-STE 1E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41 DUDLEY AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WALLINGFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd206450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd306450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd406492
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES OFFICERS AND DIRECTORS TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AND RELATED TO TAX EXEMPT STATUS ARE AVAILABLE TO PUBLIC AT THE OFFICES OF THE UNITED WAY DURING NORMAL WORKING HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN 32,830
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01706682
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0428414
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt087354
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IRS990/TotalProgramServiceExpensesAmt087354
IRS990/TotalRevenueGrp/ExclusionAmt054910
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037809
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0521133
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01706682
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02173291
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IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN AUGUSTYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS.
ReturnHeader/BusinessOfficerGrp/PhoneNum02032354403
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF CENTRAL CT
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0061484149
ReturnHeader/Filer/PhoneNum02032354403
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ReturnHeader/Filer/USAddress/CityNm0MERIDEN
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.141.209
ReturnHeader/FilingSecurityInformation/IPDt02019-04-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:23:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 BARNES RD STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02019-04-05T18:23:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,173,291
Liabilities
$74,370
Net assets
$2,098,921
Revenue
$521,133
Expenses
$87,354
Net income
$433,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.95$0.01$3.95$0.16$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.20$0.06$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.07$2.84$0.22$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.07$2.50$0.17$0.26$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.07$2.34$0.37$0.11$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.07$2.10$0.52$0.09$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.07$1.63$0.38$0.08$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.07$1.34$0.12$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$1.36$0.07$1.29$0.15$0.06$0.09
2014Summary only. Only limited summary data is available for this year.$1.28$0.07$1.21$0.15$0.03$0.12
2013Summary only. Only limited summary data is available for this year.$0.75$0.07$0.67$0.12$0.03$0.09
2012Summary only. Only limited summary data is available for this year.$0.62$0.07$0.55$0.13$0.03$0.10
2011Summary only. Only limited summary data is available for this year.$0.53$0.08$0.46$0.01$0.01$0.00