Civic Intelligence

The Sue B Hart Foundation

990PF • Fiscal year 2019 • EIN 06-1602439

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

27th percentile

-2.7%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,824,983

Down $77,325 (-2.7%) from 2018

Net Assets

Down

$2,824,983

Down $67,325 (-2.3%) from 2018

Liabilities

Down

$0

Down $10,000 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$104,968

Down $2,388,588 (-96%) from 2018

Expenses

Down

$147,293

Down $68,335 (-32%) from 2018

Net Income

Down

-$42,325

Down $2,320,253 (-102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2019

Assets$2,824,983
Liabilities$0
Net Assets$2,824,983
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$104,968
Expenses$147,293
Net Income-$42,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-15

Preparer

Firm
Bengtson & Smith Pc
Address
10 WATERSIDE DR STE 304, FARMINGTON, CT 06032-3056
Preparer
Raymond Bengtson
Phone
8606785160
Raw XML Appendix327 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/SupplementaryInformationGrp/ContributingManagerNm0SUE B HART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt329000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt468000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLEGE FARM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CT IMAGE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5REASSEMBLE OLD BARN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOOMIS INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BEREA COLLEGE
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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
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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
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0144000
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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/AppliedToCurrentYearAmt0144227
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0175971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022112
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144227
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022112
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09632
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN
TaxesSchedule/TaxesDetail/Amt01018
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01018
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN B HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605613243
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04E63E9A09A239A1364BD65C52966EA423B6B4D5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E63E9A09A239A1364BD65C52966EA423B6B4D5E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.132.69
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:01:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 WATERSIDE DR STE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060323056
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND BENGTSON
ReturnHeader/ReturnTs02020-11-16T18:01:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,824,983
Liabilities
$0
Net assets
$2,824,983
Revenue
$104,968
Expenses
$147,293
Net income
-$42,325
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