Civic Intelligence

The Sue B Hart Foundation

990PF • Fiscal year 2016 • EIN 06-1602439

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-10%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$762,757

Up $64,711 (+9.3%) from 2015

Net Assets

Up

$762,757

Up $64,711 (+9.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin87th percentile

Revenue

Down

$168,796

Down $19,706 (-10%) from 2015

Expenses

Down

$104,085

Down $17,427 (-14%) from 2015

Net Income

Down

$64,711

Down $2,279 (-3.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$762,757
Liabilities$0
Net Assets$762,757
Open 2016 Filing

Operations Trend

Revenue Growth28th 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

2016

Revenue$168,796
Expenses$104,085
Net Income$64,711
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th 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
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Levin Bengtson & Smith Pc
Address
20 WATERSIDE DR STE 101, FARMINGTON, CT 06032-1737
Preparer
Raymond Bengtson
Phone
8606785160
Raw XML Appendix341 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/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/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt327000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt428000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACH ENVIRONMENTAL SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLEGE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FARMING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CT IMAGE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5REASSEMBLE OLD BARN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOOMIS INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARTFORD GOLF CLUB SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CT JUNIOR REPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONNECTICUT LANDMARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BACHELDER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1NORWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2CPO 2216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3550 GOSHEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42131 HILLSIDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5255 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LITCHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STORRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0101000
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/AppliedToCurrentYearAmt0102362
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02706
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102362
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02706
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016649
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUE B HART
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt017 FOXRIDGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEST HARTFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0061073625
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt086117
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt086117
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0621 SH CIGNA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AIG DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
TaxesSchedule/TaxesDetail/Amt01170
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01170
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN B HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605613243
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09C62A6D931C857FA278218650FA93B6D1AF524B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C62A6D931C857FA278218650FA93B6D1AF524B5
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND BENGTSON
ReturnHeader/ReturnTs02017-11-14T17:04:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,757
Liabilities
$0
Net assets
$762,757
Revenue
$168,796
Expenses
$104,085
Net income
$64,711
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