Civic Intelligence

The Sue B Hart Foundation

990PF • Fiscal year 2014 • EIN 06-1602439

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
17 Foxridge RoadWest Hartford, CT 06107-3625

(860) 561-3243

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

4th percentile

-138%

Higher net margin than 4% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

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.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

15th percentile

-9.0%

Faster asset growth than 15% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$631,056

Down $62,439 (-9.0%) from 2013

Net Assets

$631,056

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

Down

$45,099

Down $24,160 (-35%) from 2013

Expenses

Up

$107,538

Up $55,007 (+105%) from 2013

Net Income

Down

-$62,439

Down $79,167 (-473%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $697,465Liabilities 2011: $02011Assets 2012: $676,767Liabilities 2012: $0Net Assets 2012: $676,7672012Assets 2013: $693,495Liabilities 2013: $02013Assets 2014: $631,056Liabilities 2014: $0Net Assets 2014: $631,0562014Assets 2015: $698,046Liabilities 2015: $0Net Assets 2015: $698,0462015Assets 2016: $762,757Liabilities 2016: $0Net Assets 2016: $762,7572016Assets 2017: $615,124Liabilities 2017: $0Net Assets 2017: $615,1242017Assets 2018: $2,902,308Liabilities 2018: $10,000Net Assets 2018: $2,892,3082018Assets 2019: $2,824,983Liabilities 2019: $0Net Assets 2019: $2,824,9832019Assets 2020: $2,739,809Liabilities 2020: $0Net Assets 2020: $2,739,8092020Assets 2021: $2,541,656Liabilities 2021: $0Net Assets 2021: $2,541,6562021Assets 2022: $2,495,708Liabilities 2022: $0Net Assets 2022: $2,495,7082022Assets 2023: $2,504,353Liabilities 2023: $0Net Assets 2023: $2,504,3532023Assets 2024: $2,514,920Liabilities 2024: $0Net Assets 2024: $2,514,9202024

Highlighted filing

2014

Assets$631,056
Liabilities$0
Net Assets$631,056
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $16,387Expenses 2011: $4,900Net Income 2011: $11,4872011Expenses 2012: $55,6142012Revenue 2013: $69,259Expenses 2013: $52,531Net Income 2013: $16,7282013Revenue 2014: $45,099Expenses 2014: $107,538Net Income 2014: -$62,4392014Revenue 2015: $188,502Expenses 2015: $121,512Net Income 2015: $66,9902015Revenue 2016: $168,796Expenses 2016: $104,085Net Income 2016: $64,7112016Revenue 2017: -$7,172Expenses 2017: $139,237Net Income 2017: -$146,4092017Revenue 2018: $2,493,556Expenses 2018: $215,628Net Income 2018: $2,277,9282018Revenue 2019: $104,968Expenses 2019: $147,293Net Income 2019: -$42,3252019Revenue 2020: $50,893Expenses 2020: $133,286Net Income 2020: -$82,3932020Revenue 2021: $56,754Expenses 2021: $254,907Net Income 2021: -$198,1532021Revenue 2022: $185,099Expenses 2022: $231,047Net Income 2022: -$45,9482022Revenue 2023: $231,380Expenses 2023: $222,735Net Income 2023: $8,6452023Revenue 2024: $262,984Expenses 2024: $252,417Net Income 2024: $10,5672024

Highlighted filing

2014

Revenue$45,099
Expenses$107,538
Net Income-$62,439
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN B HARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sue B Hart Foundation
EIN
06-1602439
Phone
8605613243
Address
17 FOXRIDGE ROAD, WEST HARTFORD, CT 06107-3625

Signing Officer

Name
Susan B Hart
Title
Trustee
Phone
8605613243
Signed
2015-05-15

Preparer

Firm
Levin Bengtson & Smith Pc
Address
20 WATERSIDE DR STE 101, FARMINGTON, CT 06032-1737
Preparer
Raymond P Bengtson
Phone
8606785160
Raw XML Appendix351 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/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/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN B HART
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 FOXRIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST HARTFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0061073625
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605613243
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt528000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACH ENVIRONMENTAL SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NATHAN HALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ACHIEVEMENT AWARD FUD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOOMIS INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARTFORD GOLF CLUB SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CT LANDMARKS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CT JUNIOR REPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BACHELDER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1NORWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3CPO 2216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4550 GOSHEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52131 HILLSIDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARTFORED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LITCHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5STORRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506269
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
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/AppliedToCurrentYearAmt0100396
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03986
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01657
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01657
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0106039
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01657
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01657
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03986
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FOREIGN TAX REIMBURSED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0632
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0632
TaxesSchedule/TaxesDetail/Amt0581
TaxesSchedule/TaxesDetail/Amt1937
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0937
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0581
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN B HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605613243
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUE B HART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUEB
ReturnHeader/Filer/EIN0061602439
ReturnHeader/Filer/PhoneNum08605613243
ReturnHeader/Filer/USAddress/AddressLine1Txt017 FOXRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0061073625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVIN BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 WATERSIDE DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060321737
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND P BENGTSON
ReturnHeader/ReturnTs02015-05-15T14:11:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,056
Liabilities
$0
Net assets
$631,056
Revenue
$45,099
Expenses
$107,538
Net income
-$62,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.22$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.06$0.25$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.05$0.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$2.49$0.22$2.28
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.14$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.17$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.19$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.07$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.02$0.00$0.01