Civic Intelligence

The 460 Foundation Inc

990PF • Fiscal year 2018 • EIN 06-1519305

Jun 01, 2017 to May 31, 2018 • Filed on Oct 01, 2018

5 Burritts LandingWestport, CT 06880

(203) 325-4155

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.3%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.3%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,120,894

Down $26,141 (-2.3%) from 2017

Net Assets

Down

$1,120,894

Down $26,141 (-2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$55,309

Up $3,779 (+7.3%) from 2017

Expenses

Down

$81,450

Down $3,330 (-3.9%) from 2017

Net Income

Up

-$26,141

Up $7,109 (+21%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,203,064Liabilities 2012: $02012Assets 2013: $1,183,112Liabilities 2013: $02013Assets 2014: $1,246,658Liabilities 2014: $02014Assets 2015: $1,212,694Liabilities 2015: $1Net Assets 2015: $1,212,6942015Assets 2016: $1,180,285Liabilities 2016: $0Net Assets 2016: $1,180,2852016Assets 2017: $1,147,035Liabilities 2017: $0Net Assets 2017: $1,147,0352017Assets 2018: $1,120,894Liabilities 2018: $0Net Assets 2018: $1,120,8942018Assets 2020: $1,054,867Liabilities 2020: $1Net Assets 2020: $1,054,8672020Assets 2021: $1,009,622Liabilities 2021: $12021Assets 2022: $868,238Liabilities 2022: $1Net Assets 2022: $868,2382022Assets 2023: $847,219Liabilities 2023: $0Net Assets 2023: $847,2192023Assets 2024: $893,829Liabilities 2024: $12024Assets 2025: $1,101,583Liabilities 2025: $0Net Assets 2025: $1,101,5832025

Highlighted filing

2018

Assets$1,120,894
Liabilities$0
Net Assets$1,120,894

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $42,916Expenses 2012: $38,933Net Income 2012: $3,9832012Revenue 2013: $64,523Expenses 2013: $84,475Net Income 2013: -$19,9522013Revenue 2014: $145,545Expenses 2014: $81,999Net Income 2014: $63,5462014Revenue 2015: $51,810Expenses 2015: $85,774Net Income 2015: -$33,9642015Revenue 2016: $63,191Expenses 2016: $95,600Net Income 2016: -$32,4092016Revenue 2017: $51,530Expenses 2017: $84,780Net Income 2017: -$33,2502017Revenue 2018: $55,309Expenses 2018: $81,450Net Income 2018: -$26,1412018Revenue 2020: $63,284Expenses 2020: $81,238Net Income 2020: -$17,9542020Revenue 2021: $53,713Expenses 2021: $98,958Net Income 2021: -$45,2452021Revenue 2022: -$2,157Expenses 2022: $139,227Net Income 2022: -$141,3842022Revenue 2023: $94,630Expenses 2023: $84,381Net Income 2023: $10,2492023Revenue 2024: $126,732Expenses 2024: $79,588Net Income 2024: $47,1442024Revenue 2025: $316,107Expenses 2025: $105,901Net Income 2025: $210,2062025

Highlighted filing

2018

Revenue$55,309
Expenses$81,450
Net Income-$26,141
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 1, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN M LEVYPresident &-$0--
JOEL LEVYSecty- Treas-$0--
JON D GOLDVice Pres &-$0--
Filing and Contact Details

Filer

Filer Name
The 460 Foundation Inc
EIN
06-1519305
Address
5 BURRITTS LANDING, WESTPORT, CT 06880

Signing Officer

Name
Jon D Gold
Title
Vice Pres & Director
Phone
2033254155
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Bregman & Company Pc
Address
350 BEDFORD STREET 2ND FLOOR, STAMFORD, CT 06901
Preparer
Owen W Bregman
Phone
2033254155
Raw XML Appendix379 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt077045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt074355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01654572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01575741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01616657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01717083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01679196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01571942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt081450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249767
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt081450
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt081450
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt081450
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 BEDFORD STREET SUITE 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STAMFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0069011743
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BREGMAN & COMPANY PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02033254155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING THE NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JON D GOLD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02032271516
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05 BURRITTS LANDING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WESTPORT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS & EDUCATIONAL ASSIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS & EDUCATIONAL ASSIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS & EDUCATIONAL ASSIST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF CONNSTAMFORD BRANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORWALK COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STAMFORD ADULT EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1RICHARDS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2369 WASHINGTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt078500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013701
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt067749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081685
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067984
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt067749
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0238
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0238
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON D GOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02033254155
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE 460 FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0460F
ReturnHeader/Filer/EIN0061519305
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BURRITTS LANDING
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07E4AE9D3B38B3C0D26FB5E41F5D6DEFAA32F3EF0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E4AE9D3B38B3C0D26FB5E41F5D6DEFAA32F3EF0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.127.171.58
ReturnHeader/FilingSecurityInformation/IPDt02018-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:30:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060953621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BREGMAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 BEDFORD STREET 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006901
ReturnHeader/PreparerPersonGrp/PhoneNum02033254155
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OWEN W BREGMAN
ReturnHeader/ReturnTs02018-10-10T16:30:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.32$0.11$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.08$0.01
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.87$0.00$0.87$0.00$0.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$0.05$0.10$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.10$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.05$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.15$0.08$0.06
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.04$0.04$0.00
Peer Organizations

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